HR forms

HR Forms for Small Businesses

Small businesses handle HR without an HR department, which makes good forms more important, not less. These cover the employee lifecycle from the first day to the last: records, schedules, time and attendance, leave, reviews, training and pay. Each form explains what to record and why, and the Excel versions total hours and balances.

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Employee Information Form

An employee information form collects the details a business needs on day one: legal name, address, contact, job title, start date, pay basis, emergency contacts and where to pay.

Employee Onboarding Checklist

A new hire decides in the first few weeks whether they made the right choice, and a disorganized start (no laptop, no login, nobody expecting them) is one of the most common reasons people leave early.

Training Checklist Template

Most job skills are learned on the job, from a colleague, and that kind of training is usually undocumented and uneven: one new hire is shown everything, the next is shown half and left to guess.

Training Attendance Sheet

For safety and compliance training, a session that is not documented might as well not have happened: an inspector, an insurer or a lawyer will ask for proof of who attended, when, and what was covered.

Timesheet Template

A timesheet records the hours an employee worked so they are paid correctly and the business has the record the law requires.

Employee Attendance Tracker

Attendance records settle questions that otherwise turn into arguments: how many sick days someone has used, whether lateness is a pattern or a one-off, how much vacation is left.

Sick Leave Tracker

Most US states and cities with paid sick leave laws require employers to track accrual, use and balance for every employee and to show it on request.

Vacation Request Form

A written request settles the details that verbal ones leave hanging: the exact dates, whether it is vacation or sick time, how many hours, who covers the work, and whether the manager actually said yes.

Employee Schedule Template

A posted schedule saves a dozen "am I working Saturday?" messages a week, and a costed one keeps payroll in line with how busy the business really is.

Shift Schedule Template

Businesses that run around the clock need a rotation that covers every hour with the same number of people, gives everyone a fair share of nights and weekends, and keeps the pattern simple enough to remember.

Team Workload Planner

Most teams have one or two people who are overloaded and someone with room to spare, and the manager finds out when a deadline slips or someone burns out.

Performance Review Worksheet

A review should hold no surprises, summarize a year of regular conversations, and end with a clear plan.

Employee Warning Form

A warning only works if the employee understands exactly what went wrong, what has to change and by when, and what happens if it does not.

Remote Work Checklist

Remote and hybrid work go well when the basics are settled in writing: a workable desk, reliable internet, secure equipment, clear hours and a regular way to keep in touch.

Expense Reimbursement Form

An expense reimbursement form is how an employee gets paid back for money spent on the business, and how the business proves to the tax authority that the payment was an expense, not wages.

Pay Stub Template

A pay stub shows an employee what they earned, what was taken out and why, and what they were paid.

Employee Offboarding Checklist

When someone leaves, the risks are quiet ones: an email account still active months later, a laptop that never came back, a final paycheck paid late under a state deadline, a client who was never told who to call now.

Hiring and onboarding

Collect details on the employee information form, then plan the first weeks with the onboarding checklist and the training checklist. Record group training on the training attendance sheet. Remote staff can follow the remote work checklist.

Time, schedules and leave

Track hours on the timesheet and absences on the attendance tracker and sick leave tracker. Requests for time off go on the vacation request form, and the team calendar on the vacation calendar. Build rotas with the employee schedule or shift schedule, and balance work with the workload planner.

Reviews, discipline and leaving

Prepare reviews with the performance review worksheet, and document problems fairly with the employee warning form. Reimburse costs with the expense reimbursement form. When someone leaves, the offboarding checklist covers equipment, access and final pay. Employment rules vary by state and country; these forms are not legal advice.

Related categories

Business Forms Office Calendars Project Templates Safety Checklists

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