hr toolkit table of contents and cd summary

8/7/2019 HR Toolkit Table of Contents and CD Summary

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TABLE OF CONTENTS

I. MAKING THE CASE

Human Resource Self-Assessment

Calculating the Cost of Employee Turnover

The Cycles of Satisfaction

The Cycle of Employment

The Recruitment Funnel

II. PRE-EMPLOYMENT / RECRUITMENT

Preliminary Tools

Why Work Here?

Recruitment Brochures

Job Descriptions (aka “Success Profiles”)

Recruitment

Creative Sourcing Strategies

Employee Referral Program (Sample)Recruitment Process (Sample)

Equal Employment Opportunity Commission (EEOC)

EEO-1 Survey

EEOC Applicant Data Record

Equal Employment Opportunity Commission (EEOC)

Applicant Record Form



The Interview Process

Preparing for the Interview

Candidate Interview Worksheet

Behavioral Interviewing Guide

Conducting the Interview

Legalities of Interviewing

Gut Wrenchers – The 50 Toughest Interview QuestionsInterview Questions by Category

The 5 Most Common Interviewer Errors

Red Flags and Warning Signs

Interviewing the Interviewer

Interview Tips - A recap

Assessment

Introduction to Behavioral Assessment

Sample Profiles and ComparisonsMatching People to Jobs

Using the Candidate Assessment Form

Reference Checking

Reference Check Process

Reference Check Questions

Applicant Information Release

Drug TestingInformation on Drug Testing

Drug Testing Policy

Substance Abuse Policy Acknowledgement/Release

Immigration

I-9 Form - Employment Eligibility Verification

Types of U.S. Visas

BenefitsStandard Benefit and Employment Packages for Emerging Companies

Health Insurance Plans as a Competitive Advantage

Kinds of Health Insurance

How to Choose a Managed Care Plan for Your Company

Obtaining Health Insurance for Your Employees

Employer-Sponsored Retirement Plans

Paid Time Off (PTO)



Vacation Policies

Other Time Off and Leaves

Holidays

III. POST EMPLOYMENT

New Employee Orientation (aka On-boarding)Managing the 1

stImpression

Orientation Checklist

Employee Handbooks

Two kinds – Official and Orientation (On-Boarding)

Federal Labor Laws

Employment Classifications

Federal Labor Laws by Number of EmployeeMost Pertinent Laws Defined

Performance Management

Performance Evaluation and Training Matrices – Samples

Employee Perception Surveys – Sample and Instructions

Phases of Continuous Improvement

Retention ToolKit – A Summary of Tools

Discipline, Termination, Reductions in Force and Exit ProceduresProgressive Discipline

WARN Act

COBRA

Exit Procedures, Checklists, Letters, Surveys, Worksheets

IV. Leadership and Action Planning – Turning Intentions into Actions

Transforming Your Management Team into a Leadership Team

Top Ten Guidelines for Leadership Team MeetingsSample Leadership Team Meeting Agenda

Customizable Step-by-Step Action Plan Template

Detailed To-Do List

V. CONCLUSION



VI. CD TABLE OF CONTENTS

* = Denotes a “Strategic ” Tool or Process

Recruitment Folder

1. Application for Employment Form

2. Behavioral Interview Guide – Soft Skill Questions (sample)*3. Behavioral Interview Guide – Technical Questions (sample)*

4. Candidate Assessment Form*

5. Candidate Interview Worksheet*

6. EEOC Applicant Data Record

7. Employee Referral Program*

8. Employee Referral Form

9. Employment Requisition Process Flow Chart

10. Executive Search Firm – Placement Firm Agreement Sample

11. I-9 Form – Employment Verification12. Immigration Visa Types

13. Internal Job Posting Template

14. Interviewing Handbook*

15. Job Description – Customer Service Representative

16. Job Description Complete – H.R. Director

17. Job Description Template – Human Resource Manager.doc

18. Job Description Template #1

19. Job Description Template #2

20. Job Description Template- Customer Service Representative 2.doc21. Master Internal Offer Letter

22. Non-Competition Agreement Form

23. Offer Approval Form

24. Offer Letter Checklist

25. Offer Letter Template

26. On-Campus Recruiting Workshop – PowerPoint Presentation*

27. Open Positions Requisition Log

28. PPS - Personal Profile System (Behavioral Assessment)

29. PPS/RBA Comparison (Personal Profile/Role Behavior Analysis)30. RBA – Role Behavior Analysis (Job Profile)

31. Recruitment Brochure Sample #1*



34. Recruitment Flow Chart – Sample – PowerPoint

35. Recruitment Log - Sample

36. Reference Checking Guidelines



37. Rejection Letter – General

38. Rejection Letter Template

39. Rejection Letter Template – No interview Required

40. Relocation Agreement

41. Relocation and/or Sign On Bonus Agreement*

42. Requisition Template – Sample

43.

Signing Bonus Agreement*44. Substance Abuse Policy Acknowledgement

45. Success Profile Template*

46. Trade Secret Agreement

Employment Associated Policies Folder

47. Anniversary Date Policy

48. At Will Employment Policy

49. Employment Classifications Guide

50.

Equal Employment Opportunity Policy51. Expense Reimbursement Policy

52. FMLA Draft Policy

53. Information In Employee Files

54. Leave of Absence Request Form

55. Outside Activities Policy

56. Outside Employment Policy

57. Wage and Salary Policies

Work Associated Forms Folder58. Absence – Tardy Form

59. Emergency Contact Form

60. Employee Files – What’s in there?

61. Employee Information Change Form

62. Expense Reimbursement Form

63. Notice of Suspension Form

64. On-boarding Process for 1099 Employees*

65. Organization Chart – Sample

66. Orientation Checklist*67. Performance Improvement Program*

68. Reprimand or Disciplinary Action Form

69. The Salary Advance Form

70. Time Off Request Form



Payroll Forms Folder

71. 1099 – Form

72. 1099 – Instructions

73. 1099 – Overview

74. Blank Employee Payroll Change Form

75.

Employee Payroll Change Form76. Payroll Change Notice

77. Payroll Change Notice New Hire

78. W-2 and W-3 Forms

79. W-2 and W-3 Instructions

80. W-2 Form

81. W-3 Form

82. W-4 Form

83. W-4 Form – Employee’s Withholding Allowance Certificate

Performance Management Folder

84. Form - Employee Self Evaluation*

85. Form - Manager Evaluation

86. Form - Non-Exempt Positions Evaluation

87. Form - Performance Review Template 1*

88. Form - Performance Review Template 2*

89. Form – Professional Exempt Evaluation

90. Form – Supervisory Evaluation

91. Form – Upward Appraisal*92. Performance Evaluation and Training Matrix*

93. Performance Evaluation Process*

94. Performance Evaluation Process Policy*

95. Performance Management and Salary Administration Handbook

96. Salary Matrix – Sample

97. The Performance Evaluation Timeline

98. Tips for Conducting Performance Appraisals*

Separation, Resignation, Termination Folder99. Employee Exit Interview Questionnaire*

100. Employee Resignation Form

101. Exit Checklist #1

102. Exit Checklist #2

103. Exit Interview Form*

104. Exit Interview Questionnaire

105. Exit Interview Questionnaire #1

106. Exit Interview Questionnaire #2



107. Exit Interview Worksheet

108. Exit PHONE Interview Questionnaire

109. Scheduling Exit Interview Letter

110. Separation Checklist – for all Departments

111. Separation Process

112. Termination – Management Summary Form

113.

Termination Checklist114. Termination Letter

115. Termination Letter 2.doc

116. Termination Procedures.doc

Employee Handbook, Surveys, Metrics & Other Best Practices

117. Cost of Employee Turnover Worksheet

118. Employee Database – Master Document

119. Employee Handbook (Example 2)

120. Employee Handbook Guidelines – What should be in there?121. Employee Handbook Template*

122. Employee Perception Survey Results Calculator*

123. Employee Perception Survey*

124. H.R. Action Plan Detailed To Do List*

125. H.R. Action Plan Template*

126. H.R. Best Practice Self-Assessment (doc)*

127. H.R. Best Practice Self-Assessment (xcl)*

128. Leadership Team Meeting Agenda*

129. Phases of Continuous Improvement*130. SHRM HR Metrics Toolkit*

hr toolkit table of contents and cd summary

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