HR and payroll templates

A short resignation letter with your last day, a thank-you line and an offer to help with the handover. Two weeks notice ready.

An employee written statement for an incident, mistake or complaint: what happened, when, who was involved and what you propose.

A letter on company letterhead confirming an employee's title, start date and employment status for a lender, landlord or agency.

A two-page employment application: contact details, position and availability, education, work history, references and a signed statement. No questions you cannot ask.

A direct deposit form with the employee's bank, routing and account numbers, account type, split between accounts and a signed authorization.

A one-page emergency contact form with two contacts, their relationship and phone numbers, a doctor and any medical notes the employee wants on file.

An onboarding checklist in Excel by stage (before day one, first day, first week, first 30 days) with owner, due date and done, including W-4, I-9 and direct deposit.

A one-page acknowledgment that the employee received and read the handbook, with the handbook version, an at-will statement and signature lines.

A 30-60-90 day plan with goals, actions and how success is measured for each stage, for a new hire or a new manager.

A job offer letter with the title, start date, pay, schedule, benefits summary, at-will statement and a line for the candidate to sign.

A stand-alone background check disclosure and authorization for job applicants, with the applicant details a screening company asks for.

A one-page time off request with dates, type of leave, backup contact and manager sign-off boxes.

A leave of absence request for an extended period: start and return dates, reason, paid or unpaid, and approvals.

A sick leave request with dates, whether a doctor's note is attached and who covers your work.

A business travel request with destination, dates, purpose, estimated costs and approval boxes.

An overtime authorization form with the date, planned hours, reason and manager approval, with hours totaled for you.

A two weeks notice letter with your last day set 14 days out, a thank-you line and an offer to help with the handover.

A resignation letter effective immediately, with an optional one-line reason, an apology for the short notice and a question about final pay.

A retirement letter to your employer with your retirement date, years of service, a thank-you and a question about benefits and the handover.

An employee write-up form with the type of issue, what happened, prior warnings, what has to change by when, the employee's comments and two signatures.

A written warning letter to an employee with the warning level (first, second or final), the issue, the expected change and the deadline.

A disciplinary action form that records the incident, prior actions, the action taken (verbal, written, suspension, termination) and the employee's statement.

An employment termination letter with the last day, the reason type you choose, final pay, benefits continuation and company property, plus a note that state rules differ.

A PIP with the performance gaps, the expected standard, actions and support, a 30-60-90 day check-in table and signatures.

A layoff letter with the reason, the last day, final pay, benefits and COBRA, and a WARN Act notice section for larger layoffs.

A job handover document listing ongoing work, contacts, logins to transfer and open items for your successor.

A business trip report with itinerary, meetings held, outcomes, expenses and follow-ups.

A training log that records each session's date, topic, trainer, attendees and hours.

A training plan with goals, audience, schedule by session, materials and how you will check results.

An exit interview form with the reason for leaving, 1 to 5 ratings on management, pay and work environment, open questions and a would-you-return line.

A self-evaluation form with a 1 to 5 self-rating per area, achievements, what to improve, goals for next period and the support you need.

An employee roster in Excel: name, title, department, hire date, status, manager and contact details.

A new hire information sheet with contact details, emergency contact, position and start date. No questions you cannot ask.

An interview scorecard that rates each candidate on the same criteria with weighted scores and a hire recommendation.

An annual performance review form with rated competencies, goals, comments and a signature section.

A responsibility chart that lists tasks by person and backup so everyone knows who owns what. Works as a simple RACI chart.

A paid time off tracker in Excel: accrual per period, hours used, balance and a log by employee.

A weekly or biweekly timesheet with in and out times, breaks, daily totals, overtime after 40 hours and pay.

A monthly attendance tracker with a code per day (present, PTO, sick, remote) and totals per employee.

A pay stub for one pay period: hours and rate, gross pay, tax and benefit deductions, net pay and year-to-date totals.

A payroll register in Excel: hours, gross pay, Social Security, Medicare, federal and state withholding and net pay per employee, with the rates in input cells.

A small business employee handbook: welcome, at-will employment, equal opportunity, hours and pay, time off, conduct, safety and an acknowledgment page.

A confidentiality agreement for employees covering what counts as confidential, how to handle it, returning materials and the whistleblower notice.

An employee acknowledgment of the company's information security rules: passwords, devices, email, data handling and reporting incidents.

A remote or hybrid work agreement with the schedule, work location, equipment, expenses, availability and how either side can end it.