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Templates

Templates for repeatable HR workflows

Start with a practical checklist or note format, then turn the work into tracked cases, tasks, documents, and reviewed drafts.

Categories

  • FMLA
  • ADA
  • Benefits
  • HR Operations
  • Communication
  • Employee Relations
FMLA 4 min

FMLA tracking checklist

A simple checklist for tracking FMLA-related intake, certification, follow-ups, documents, and return-to-work steps.

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ADA 4 min

ADA accommodation request tracker

A practical tracking format for accommodation requests, documentation, interactive process notes, and next steps.

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Benefits 4 min

Benefits renewal timeline

A timeline template for broker requests, plan comparisons, leadership approvals, and employee communications.

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HR Operations 4 min

HR case intake form

A simple intake structure for opening HR cases consistently across leave, accommodation, benefits, hiring, and ER issues.

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Communication 3 min

Manager update email template

A plain-language format for updating managers on HR case status without over-sharing sensitive information.

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Employee Relations 4 min

Employee relations case notes template

A structured notes format for recording sensitive employee relations updates clearly and consistently.

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