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HR resources

Templates and instructions for recurring HR work. Start with the guide, adapt the file to your workplace, and keep the completed version with your records.

Payroll and time records

Employee clock, payroll-period workbook, company benefits settings and separate statements. Desktop Excel is required for VBA buttons.

Before you open the files: Mac and Windows notes

Tested in Excel for Mac, not yet in Excel for Windows. If Windows blocks the macros, right-click the file, choose Properties, tick Unblock and click OK.

On a Mac, Excel asks for permission before it opens the other file, and closing a period opens a Save window (twice when you use the clock file): choose Excel Macro-Enabled Workbook (.xlsm) and a new file name each time. The step-by-step guide in the download explains each window.

New employee onboarding plan

From the accepted offer to the ninety day check in, one owner and one status for every task. Use the checklist here, or download the Excel plan to keep dates and evidence.

Offer and onboarding documents

Ready-made files

Fill in the documents

Offer and onboarding documents

Enter fixed employment facts and policy amounts once. Download the English offer, onboarding policies and optional departure template. Job description drafting and candidate sourcing are handled by enquiry.

  1. English offer letter
  2. Onboarding information and employee policies
  3. Departure and property return template

Generation runs in your browser. No form entries are sent to a server. Use only business/employee contact details needed for these documents; no SSN, banking or medical information.

Shared information for offer and onboarding

These facts appear in both documents. Enter once so names, location, starting date and payday agree. Changing the pay frequency clears the payday so you confirm it again. For a schedule not listed, edit the generated Word file.

Used in: English offer letter · Onboarding information and employee policies · Departure and property return template
Used in: English offer letter · Onboarding information and employee policies · Departure and property return template
Used in: English offer letter · Onboarding information and employee policies · Departure and property return template
Used in: English offer letter · Onboarding information and employee policies · Departure and property return template
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Used in: English offer letter · Onboarding information and employee policies
Offer letter only

These entries set the letter’s issue/response dates and selected compensation paragraph.

Used in: English offer letter
Used in: English offer letter
Used in: English offer letter
Used in: English offer letter
Used in: English offer letter
Onboarding and company policies only

These values become the actual written company policies and effective date.

Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Used in: Onboarding information and employee policies
Departure and return only when needed

Complete this box only when preparing a departure letter; leave it blank for a new hire. Replace the example items with actual asset numbers and confirm the real shipping label or handoff place. Do not send this form to a new hire.

Used in: Departure and property return template
Used in: Departure and property return template
Used in: Departure and property return template
Used in: Departure and property return template

Complete the actual work state/city and check required local notices before issuing. These are company policy drafts, not government forms or an all-state legal certification.

Download blank templates instead

2026-11-01 · Policy numbers are company choices, not universal legal minimums. Defaults are editable; statutory rights and higher local entitlements remain.

Job description drafting and candidate sourcing enquiries

Contact us if you want help drafting a job description or sourcing candidates. Tell us the role, actual work location, headcount and desired start date.

Send an enquiry

Printable worksheets

One worksheet per article for recording owners and results.