Employee form templates
Our model employee form templates help to ensure compliance, record-keeping, efficiency, communication, and consistency.
What is the purpose of employee forms?
Employee form templates are an important part of HR management and have several benefits, including:
-
Compliance: Employee forms are often required by law or company policy. By issuing the necessary forms, you can ensure that you comply with relevant regulations and avoid legal penalties or fines.
-
Record-Keeping: Employee forms provide a valuable record of important information, such as personal details, job descriptions, tax information, benefits enrollment, and performance evaluations. They can be used to track employee progress, monitor compliance with policies and procedures, and provide evidence in the event of a legal dispute.
-
Efficiency: Employee forms can help to streamline HR processes and reduce administrative workload. By using standardised forms, you can save time and effort in data entry, reduce errors and inconsistencies, and ensure that all required information is collected in a uniform and organised manner.
-
Communication: Employee forms provide a means of communication between employees and HR. By issuing forms that explain benefits, policies, or procedures, you can ensure that employees have a clear understanding of their rights and responsibilities, and reduce the likelihood of confusion or misunderstandings.
-
Consistency: Employee forms help to ensure that HR activities are conducted consistently and fairly across the organisation. By using the same forms and procedures for all employees, you can ensure that everyone is treated fairly and that decisions are made based on objective criteria.
In summary, employee forms help to ensure compliance, record-keeping, efficiency, communication, and consistency. By using employee forms effectively, HR professionals can help to promote a positive and productive workplace culture and reduce the risk of legal disputes.
Our Candidate Shortlist Record Form template documents the shortlisting process, ensuring consistency and transparency in candidate selection during recruitment.
Our Hiring Managers Recruitment Checklist Form template assists managers in navigating the recruitment process, ensuring thoroughness and compliance at each step.
Our Interview Record Form Template ensures comprehensive documentation, aiding in fair and transparent hiring decisions.
Our Interview Record (with Guidance Notes) Form Template ensures accurate documentation, guiding interviewers to capture key insights effectively.
A Conflict of Interest refers to a situation where an employee’s personal interest might contradict the interest of the company they work for.
Our Drug and Alcohol Testing Consent Form Template simplifies obtaining consent for testing, ensuring compliance and confidentiality.
This questionnaire collects specific job-related information about a post, and relevant health information about the new starter.
This form should be completed and sent to the HR department for action once the successful candidate has been identified and a verbal offer made.
If you are recruiting into your organisation, this model job application form template will help you to review candidates consistently and effectively.
Use this model induction programme checklist to record key stages of a new employee commencing work with a Company.
A New Starter Personal Details Form collects vital information about new employees, enabling efficient communication and record-keeping in organisations.
A Privacy notice for a new starter form explains how personal data is collected, used, and protected in compliance with data protection laws.
Our Virtual Onboarding Checklist form template provides a comprehensive guide for remote onboarding, ensuring new employees receive the necessary support, information, and tools to succeed in a virtual work environment.
Our Probation Review Form Template streamlines evaluation, ensuring consistent and objective assessments during the probationary period.
This model approval to recruit form template will ensure that authorisation for recruitment is confirmed.
A job advert is used to post jobs and helps standardise them across a business.
Job descriptions can help identify particular skills or abilities that are necessary for a position or the environmental pressures that apply to the position.
Our Person Specification Form Template streamlines the process of outlining the essential skills, qualifications, and attributes required for a specific job role, ensuring accurate candidate evaluation.
A Works council representative role profile outlines the responsibilities and requirements for a position that represents employees in company decision-making processes.
If you need to request a reference for a new employee, use this model form to gain declaration of their consent for you to contact their former employer.
This form can be sent standalone to a referee nominated by the new employee, or alongside a cover letter.
Our Apprentice Progress Review Form Template streamlines tracking, feedback, and development, ensuring apprentices' growth and success.
Our Criminal Records Check Consent form template ensures seamless and compliant processing of applicant background checks.
Our Agency Worker Performance Evaluation Form Template assesses temporary workers performance, ensuring quality standards and facilitating feedback for continuous improvement.
Our Employment Agency Candidate Registration Form Template collects essential information from candidates, streamlining the registration process for efficient placement and matching with job opportunities.
Our Health and Safety Checklist for Agency Workers Template ensures compliance and safety standards, safeguarding agency workers in various work environments.
Our Key Information Document for Agency Workers outlines crucial details about assignments, rights, and responsibilities, ensuring clarity and transparency in temporary work arrangements.
Our File Note Form Template records first offences or minor incidents, promoting fair and consistent documentation.
Our Search Authorisation and Consent Form Template ensures legal compliance, obtaining consent for searches while protecting individual rights.
If an employee wishes to raise a grievance about a workplace issue, they can submit this model form template to you.
If an employee will be taking maternity leave, they can use this model form template as notification of their pregnancy, and when they expect it to commence.
Our pregnancy notification checklist is designed to guide managers through key steps when an employee notifies them verbally of their pregnancy.
Our Shared Parental Leave Eligibility Checklist Form template simplifies the verification process, ensuring a hassle-free assessment of eligibility for employees.
Our Shared Parental Leave Extension Request Form Template allows employees to formally request an extension for their shared parental leave, providing necessary details for evaluation and approval.
This document is used where the Employee wishes to update some of their personal details.
Our Hybrid Working Trial Period Feedback Form Template gathers valuable input from employees, facilitating the evaluation of the trial period and shaping future hybrid work policies.
Our Annual Leave Request Form template simplifies the process, enhancing efficiency and ensuring accurate record-keeping.
This manual form is used to request and approve general leave, and incorporates flexibility regarding leave being taken in days or hours, and shift workers.
To be completed by the subject of the request and returned to the employer.
This form should be used to record the Return to Work Interview between the manager and employee.
Our Time Off In Lieu (TOIL) Request Form Template enables employees to formally request time off in lieu, specifying details such as worked hours, streamlining the request process.
It is important to track employee time to ensure good standards are maintained and employees are abiding by Company policies.
Our Employee Diversity Survey form helps foster a diverse and inclusive workplace culture, gathering valuable insights to drive positive change.
Our Equity, Diversity, and Inclusion (EDI) Audit Form Template assesses organisational practices, promoting transparency and progress in fostering an inclusive workplace culture.
Our Modern Slavery Policy Statement empowers ethical practices, showcasing dedication to responsible conduct and accountability.
Our Modern Slavery Risk Assessment identifies vulnerabilities, safeguarding against exploitation and ensuring ethical business practices.
Our Prevention and Reduction of Workplace Sexual Harassment Risk Assessment Form template assists in identifying and mitigating risks, ensuring a safer and respectful work environment.
Our Employee Engagement Survey Form template collects valuable insights, enabling organisations to understand employee satisfaction and drive positive change.
Complete and send this to all meeting attendees ideally a week before the meeting takes place.
Use this memo to introduce a suggestion scheme with written submissions, or via suggestion boxes.
A regular performance appraisal or performance development review is important to keep track on the employee in terms of their performance against objectives or other standards, and to maintain their development.
This document is a quick checklist for an appraiser and what they need to do in practice to make a Performance Development Review a success.
Use this model form to record any internal training that an employee/team/group has attended and completed.
If you are sponsoring training, this model agreement details the cost repayment schedule if the employee resigns before or shortly after it is complete.
A training evaluation form is a tool used to evaluate training sessions by gathering feedback from the participant(s) regarding the training program, facilitator, and training facilities.
A training needs request form is normally completed by an employee to request attendance to a Company funded training course.
An accident investigation form: a structured tool to gather and analyse detailed information, identify causes, and implement preventive measures for workplace incidents, fostering a safer work environment and compliance with health and safety regulations.
Our Company Car Accident Report form template streamlines incident reporting for swift resolution and compliance.
A driver commitment statement form template that outlines the expectations for safe driving when using company vehicles.
Our Fire Risk Assessment identifies vulnerabilities, ensuring safety protocols align with potential hazards, minimising risks for all.
This model stress risk assessment is used to support individuals or teams to identify and review pressures and consider if these are a source of stress.
Use this model lone working risk assessment to help identify any risks associated with lone working in the workplace, and implement safe working measures.
A medical declaration form to disclose information that may impact an ability to perform tasks or may require adjustments to ensure workplace safety.
Our PPE Issue Record Form template documents the issuance of personal protective equipment, ensuring compliance with safety regulations and employee protection.
Use this model young persons risk assessment to help identify any risks associated with a young person in the workplace, and implement safe working measures.
If you provide a life insurance/death in service benefit you can issue a Death Benefit Nomination form for your employee to confirm who they want to be considered to receive any lump sum benefit.
Our Pension Auto Enrolment Opt-Out Form template provides employees the option to opt out of automatic pension enrolment, ensuring clear communication and choice.
Our Salary Sacrifice Termination or Changes Form allows employees to request adjustments or cessation of their salary sacrifice arrangement, ensuring clear communication and proper record-keeping.
Our Disciplinary or Grievance Investigation Checklist Form template ensures thorough and consistent investigations, maintaining fairness and compliance throughout the process.
This is a template investigation report that an investigator may adapt to suit the particular circumstances of their investigation.
A COVID-19 screening questionnaire should be designed to identify individuals who may have symptoms of COVID-19 or who have been in close contact with someone who has tested positive for COVID-19.
Use this model recognition nomination form to gather suggestions for an employee award.
An HR budget template is a tool for creating a detailed plan of an organisation's HR expenses and revenues to manage costs and allocate resources effectively.
Mission and values are the core beliefs and principles that guide an organisation's decisions, actions, and behaviors to achieve its purpose and vision.
Organisational analysis is a process of evaluating an organization's structure, culture, systems, and processes to identify areas for improvement and enhance overall performance.
Provide this form to employees who wish to participate in a SAYE scheme.
Our Reasonable Adjustment Assessment Checklist Form Template helps evaluate and implement accommodations, ensuring fair treatment and accessibility for employees with disabilities.
Our Reasonable Adjustment Request Form Template enables employees to request accommodations, ensuring inclusivity and compliance with disability regulations.
A checklist to ensure that all necessary steps are followed when handling a SAR, from initial receipt through to response and closure.
A standardised form for employees to use when submitting a SAR.
If you are holding an individual redundancy consultation meeting, use this model checklist to ensure that all important discussion areas are covered.
Our Redundancy Questionnaire Form template gathers essential information from employees, ensuring thorough understanding and compliance.
Use this model redundancy selection criteria matrix to set out the criteria that will be applied in deciding which employees to make redundant.
This form enables employees to formally submit their voluntary redundancy applications, capturing necessary details and declarations.
If you have an employee who is ready to retire, pass this retirement checklist to them to help prepare.
Use this model ballot form in the election of employee information and consultation representatives, as part of a TUPE transfer.
Our Exit Interview Questions Form ensures a thorough and structured approach to gathering valuable feedback from departing employees.
Our Employee Offboarding Checklist Form Template ensures a thorough and organised process, covering essential steps to smoothly transition departing employees out of the organisation.
