ER Templates + Toolkits

You should not have to build every ER process from a blank page.

Practical Employee Relations templates and toolkits your team can purchase and put to work without a full consulting engagement.

Each one comes out of nearly 20 years of doing this work inside complex organizations.

Ask About Templates See the tools

How to get them

  • Templates may be purchased individually, bundled, or customized.
  • Tell us which process you are working on and we will point you to what fits.
  • Need tools designed for your organization? That is a buildout engagement.

Available now

Working documents for the ER moments that repeat.

Performance

PIP Templates

Performance improvement plan templates that set clear expectations, timelines, and check in points.

Policy

Policies and Procedures

General policy and procedure templates your team can adapt to your organization.

Leaves and accommodations

Leave and Accommodation Templates

Intake tools and communication templates for leave and accommodation requests.

Ask About Templates

In development

More of the library is on the way.

Ask about any of these and we will tell you when the one you need is ready.

Intake and case management

Start every case the same way.

  • Employee Relations intake forms
  • ER escalation matrices
  • Decision trees
  • Case tracking tools
  • Case closure templates

Investigations

Plan it, document it, close it.

  • Investigation planning templates
  • Interview question guides
  • Investigation documentation templates
  • Findings and conclusion templates

Managers and handoffs

Give managers the words and the steps.

  • Manager conversation guides
  • Corrective action templates
  • Manager toolkits
  • HR handoff guides

Toolkits on the way

Bundles built around the job in front of you.

Toolkits group the templates a team needs for one piece of ER work. They are in development now. Ask and we will tell you when the one you need is ready.

Ask About Templates
  • ER Starter Kit
  • Investigation Toolkit
  • Manager ER Toolkit
  • Leaves + Accommodations Toolkit
  • Build Your ER Function Toolkit

Templates, two ways

Ready to use, or built for your organization.

A product

Ready Made Templates and Toolkits

Reusable ER resources your organization can purchase without a consulting engagement. Your team adapts them and puts them to work.

Ask About Templates

A service

Custom Templates as a Service

The HRER designs tools specifically for your organization as part of a consulting or buildout engagement. We assess what is missing, build the process, create the tools, and train the team that will own them.

Build My ER Process See ER Infrastructure + Buildout

Tell us which ER process you are working on. We will point you to the right tool.

Ask About Templates Schedule a Discovery Call