Human

Resources
Forms
Company Name

ADD
LOGO
TABLES OF CONTENTS

Employee Information Form.........................................................................................3

Employee Emergency Contact Form...........................................................................4
Leave Application.............................................................................................................5
Work from Home Request.............................................................................................6
Remote Life Survey..........................................................................................................7
Employee Expense Report............................................................................................9
Travel Request Form.......................................................................................................10
Employee COVID-19 Self Screening Questionnaire...............................................11
Employee Complaint Form............................................................................................12
Disciplinary Action Form................................................................................................14
HR Work Request Form..................................................................................................15
Employee Performance Evaluation Form..................................................................16
Employee Satisfaction Survey.......................................................................................19
Exit Interview Form..........................................................................................................21
Termination Checklist.....................................................................................................22

[Enter Version control] PAGE|2

 Employee Information Form
Name:

Work Information

Department:
Title:
Employment Date :
Work Phone Number:
Work Email:

Contact Information
Phone Number:
Email address:
Address:

Education Information

Highest Level of education completed:

Institution:
Year of graduation:
Specialisation:

Emergency Contact Information

Name
Phone Number

Address:
Email address:
Relationship

Employee signature :

Date

[Enter Version control] PAGE|3

 Employee Emergency Contact Form
Employee Name:
Department:
Personal Phone Number:
Personal Email:

Emergency Contact Information

1
Name
Phone Number

Address:
Email address:
Relationship:

2
Name
Phone Number

Address:
Email address:
Relationship:
If you have a chronic or serious medical condition you wish to tell us about, please also provide us
with your doctors contact in case of an emergency. This section is completely optional.
We would prefer to know how to help you if anything happens, however we also respect your choice
and privacy.

Medical Contact Information

Doctors Name:
Phone Number:

I have voluntarily provided the above information and authorise [Company Name] and its
representatives to use them on my behalf in case of an emergency

Employee Signature

Date
[Enter Version control] PAGE|4
Leave Application
Employee Information
Name:
Department:
Date of leave : From / / To / /
Number of days:
Number of days
accrued:

Type of Leave

Annual leave Personal Leave Leave without pay

Medical Leave Bereavement Leave To Vote

Jury Duty Family Reasons Other

I understand that this request is subject to approval by my employer

Employer signature :

Manager approval

Approved Rejected

Manager signature :

Date [Enter
Version
control]

PAGE|3
 Work from Home Request
Name:
Department:
Title:

Description Request

Category

Full time, unlimited

Full time, limited: From To

Part time, unlimited hours/days

Part time, limited hours/days From To

One time only : Date

Employee Signature: Date

Approved Rejected

Manager signature : Date

[Enter Version control] PAGE|6

 Remote Life Survey
Name:
Department:
Title:

How long do you work remotely?

Less than a month

1-6 months

1 Year

More than 1 Year

Do you enjoy working remotely so far?

1 2 3 4 5
No Yes

Do you have an office/ a separate room to work?

Yes
No

Not at all Slightly Moderately Very Extremely

Do you think remote working has affected you

positively?

Do you prefer working at the office instead?

Do you recommend remote working to your friends?

How many hours do you work on average per day?

5 6 7 8 9 10
Hours

How tired do you feel at the end of the daily work?

1 2 3 4 5
Best Worst

[Enter Version control] PAGE|7

Remote Life Survey
Not at all Slightly Moderately Very Extremely
How happy are you with working remotely?

How much productive do you see yourself?

How comfortably/openly do you express your

concerns?

Not at all Slightly Moderately Very Extremely

How fast is your internet connection?

Do you prefer working at the office instead?

Do you recommend remote working to your friends?

Do you need further equipment to improve your productivity? If so, what are
they?

Work Table
Chair
Monitor
Internet Upgrade
Table Lamp
Other .....................................................................

Any comments you would like to add

[Enter Version control] PAGE|8
 Employee Expense Report
Employee Name:
Department:
Title:
Manager:

Date Description Amount $,€,£

Total: $

Employee signature : Date :

Authorised by : Date :

[Enter Version control] PAGE|9

 Travel Request Form
Employee Name:
Department:
Title:
Travel purpose:
Destination:
Date of travel: From / / To / / Travel

Justification:

Type of Expense Description Budget

Plane Ticket Washington to London Return $3000.00

Total: $

Employee signature : Date :

Authorised by : Date :

[Enter Version control] PAGE|10

 Employee COVID-19
Self Screening Questionnaire
You must answer "NO" to all the questions in this questionnaire in order to enter our
physical location. If you answer "YES" to any of the questions, please DO NOT come enter the
company's buildings. If you eperience any symptoms or answer "YES" to any of these quetions, you
must immediately contact your health care professional for recommended next steps AND notify
your manager and HR.

Employee Name:
Title:
1. Have you had any of the following symptoms in the last 24 hours?
Y N
Cough
OR at least TWO
Shortness of the
of breath orfollowing symptoms in the last 24 hours:
difficulty breathing Y N
IfFever
you answered
(usually"YES"
38°Co or
question one,
100.4°F orplease DO NOT come into work. You should: Self
quarantine for at least 10 days from the date on which you first experienced any of the
higher Chills
above symptoms; AND wait until you have had no fever for at least 3 days (without the use
ofRepeated shaking
fever reducing with AND improved respiratory symptoms (no cough, shortness of
medication)
breath)
chills Muscle pain
Headache
In the last 14 days you have: Y N
Sore
If you answered 'Yes' to any part of question two (2), please DO NOT come into work. You
Been on contact with someone who was diagnosed with COVID-
throatself
should quarantine for at least 14 days.
19? Been on close contact with someone who had COVID-19
I certify to the best of my knowledge, this information is accurate.
symptoms? Traveled internationally or been on a cruise
Signature
Date
[Enter Version control] PAGE| 11
 Employee Complaint Form
Employee Name:

Date of Complaint:

Supervisor’s name

Describe accurately the details of your complaint and against whom:

Employee Name:
Department:
Title:

Describe how the incident you are complaining about has impacted
negatively on your work:

[Enter Version control] PAGE| 12

Employee Complaint Form
Describe how the incident you are complaining about has impacted
negatively on your work:

Give additional comments which you believe will be important during further
investigations of your complaint:

Supervisor’s comments:

By signing you declare that all information you have given here is truthful and accurate.

Employee signature
[Enter Version control] PAGE| 13
 Disciplinary Action Form
Date
To:

Employee Name:
Department:
Title:

From:
Employee Name:
Department:
Title:

This employee warning notice is being issued to you for [enter details],
specifically due to the following details:
[Example: Note any past verbal or written warnings received by the employee regarding their
performance/conduct, including emails, job description, training, or other evidence showing that the
employee was aware of his/her expectations.]

Date:
Action:

Supervisor:
Document:
[Example:On Date, you and Supervisor took the Action documented by the Document]

Incident(s) Resulting in this Disciplinary Action

[Example:Provide a details account fo what occurred including the employee's explanations, actions,
and the consequences of the actions taken by the employee].

Required Corrections and Timeline for Corrections

[Example:Detail all corrective actions or new expectations, including a timeline, supervisors and any
support provided to the employee for achieving the corrective actions. Also, details the consequences
of failure to make the requirement corrections].

[Enter Version control] PAGE| 14

 HR Work Request Form
Employee Information
Name:
Department:
Title:
Last day of Employment :

Category

New Hire Employee Evaluation Performance Review

Absence analysis Training Benefits Leave entitlements

Personal and payroll data

Request Description

Employee signature

Date

[Enter Version control] PAGE| 15

 Employee Performance Evaluation Form
Employee Information
Name:
Department:
Title:
1. Overall how would you rate this individual's performance based on your expectations
for the role?
Significantly Below Below Expectation Meets Above Significantly Above
Expectations Expectations Expectations Expectation

Functional Expertise
Area and system expertise

Execution
Pursues all assignments and
projects until completion.
Follows through on
assignments to ensure
successful completion.

Courage
Confronts problems directly,
taking action and being
decisive. Does what is right for
the patient.

Customer Focus
Identifies customer needs and
executes to meet or exceed
customer expectations

Communication
Communicates effectively one-
on-one and in groups, while
openly sharing knowledge and
expertise

Adaptability
Responds resourcefully,
flexibly, and positively when
faced with new challenges and
demands. Moves forward
productively and optimistically
under conditions of change or
uncertainty.

Engagement
Commits to the mission, vision
and objectives of the
organization. Creates a sense
of energy by empowering
others and recognizing
performance.

Strategic Thinking
Demonstrates understanding
of mission, vision, and
strategies for business unit,
function or region. Maintains
the overall big picture of the
business and its
interrelationships

[Enter Version control] PAGE| 16

 Employee Performance Evaluation Form

2. Please indicate the competency in which this individual most excels at,
and provide explanation as to why (specific examples are desired).

3. Please indicate the competency in which this individual should focus on to drive the
biggest impact to the organisation, and provide explanation as to why (specific examples
are desired).

[Enter Version control] PAGE| 17

 Employee Performance Evaluation Form

4. What has this individual accomplished this year that has had the biggest
impact on you?

5. In what way(s) does this individual contribute to overall team objectives and goals?

Name:
Title:

[Enter Version control] PAGE| 18

 Employee Satisfaction Survey
This survey can be conducted anonymously
Name:

How would you describe your overall level of job satisfaction?

Very Satisfied
Somewhat Satisfied
Neutral
Somewhat Dissatisfied
Dissatisfied

How would you rate the following?

Very Poor Poor Average Good Excellent

Salary

Overall benefits
Health benefits

Physical work environment

Senior leadership
Individual management

Performance feedback

Employee evaluations
Recognition
Training opportunities
Opportunities for advancement

Do you feel valued at work?

Yes
No
if No, please explain why?

[Enter Version control] PAGE| 19

Employee Satisfaction Survey
Do you have the resources you need to perform your job well?

Yes
No
If No, please explain why?

Does your job cause you stress or anxiety?

Yes
No
If No, please explain why?

Are sufficient efforts being made to solicit colleague opinions and feedback?

Yes
No
If No, please explain why?

Please Provide Any Additional Feedback

[Enter Version control] PAGE| 20
 Exit Interview Form
Employee Information
Name:
Department:
Title:
Date of Interview
Employment Start Date: Last day of Employment :

Use the below to rate your experience with us. 1: Not Satisfied - 10: Total Satisfied

Job Satisfaction Score (1-10)

Direct Manger Score (1-10)

Company Score (1-10)

Company Benefits Score (1-10)

Salary Satisfaction Score (1-10)

Company Culture Score (1-10)

Company Communication Score (1-10)

Feedback

Is there anything we could have done that would have change your decision to leave?

Would you consider returning to our company?

Yes No

[Enter Version control] PAGE| 21

 Termination Checklist
Employee Information
Name:
Department:
Title:
Last day of Employment :

Items to be returned

ID Badge, access card, office keys

Company materials & equipment

Company credit cards

Company files, and manuals (digital or paper)

Company car, parking permit

Sales products and documents

Information to be returned

Intellectual Property Agreement

Confidentiality Agreement

Notice Period Agreement

Non-compete Agreement

Pay & Benefits

Annual leave balance

Remibursement of expenses

Loans

Last salary paid on

[Enter Version control] PAGE| 22