Hire help without the headache.
Offers, contracts, and onboarding — sorted in one sitting and on the right side of the rules.
- Offer letters & contracts
- Simple team policies
- Reviews & exit packs
Why this section pays for itself
Short on time? Start with the top card.One workflow. Five docs. Done by lunch.
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- Department
- Owning team — who runs this template day-to-day.
- Stage
- Business lifecycle — Start, Run or Scale.
- Frequency
- How often it's used — One-off, Recurring or On-demand.
- Audience
- Who reads it — Internal, External or Regulator.
Templates are auto-linked into end-to-end business workflows so you can see where each one fits in a real operational sequence.
Complete the workflow
These workflows pass through this category. Grab the missing steps from neighbouring categories to run the whole sequence end-to-end.
Job opening → onboarded employee → exit.
- 1. Plan
- 2. Source
- 3. Screen
- 4. Interview
- 5. Offer
- 6. Onboard
- 7. Manage
- 8. Discipline
- 9. Exit
Need → purchase order → supplier paid.
- 1. Requisition
- 2. Source
- 3. Approve
- 4. Order
- 5. Receive
- 6. Invoice
- 7. Pay
- Requisition: Purchase Requisition (Procurement & Supply Chain)
- Source: Bid Proposal (Proposals & Quotations), Vendor Evaluation Form (Operations & SOPs), Supplier Evaluation Form (Procurement & Supply Chain)
- Receive: Delivery Note (Procurement & Supply Chain), Goods Received Note (Production & Operations), Delivery Note (Legal Agreements)
- Invoice: Credit Note (Legal Agreements), 21 Request to Locate Former Employee 22 Credit Note (Finance & Accounting), Credit Note (Finance & Accounting)
Kickoff → adoption → renewal.
- 1. Onboard
- 2. Train
- 3. Support
- 4. Measure
- 5. Renew
- Onboard: Client Onboarding Form (Sales), How to Steps for Client Onboarding Process (Playbooks & How-To Guides), Customer Onboarding Checklist (Customer Service)
- Train: Employee Training Plan (Operational & Strategic Plans), Employee Training Plan (Legal Agreements), Employee Training Plan (HR & People)
- Support: Support Ticket Template (Customer Service), SLA Agreement (Customer Service), Support Agreement (Legal Agreements)
- Renew: Data Retention Policy (Governance & Compliance), Records Management and Retention Policy (Production & Operations), Renewal Agreement (Legal Agreements)
Employee Handbook
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Leave Policy
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Employee Training Record
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Job Offer Letter
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Interview Checklist
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Employment Application Form
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Diversity Policy
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Promotion Letter
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Performance Review
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Probation Evaluation
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Remote Work Policy
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Harassment Policy
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