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Keeping up to date with the very latest HR legislation can be difficult and confusing.

Download HR letters, forms and templates to help you manage your business.

Telephone Interview Template

$0.00

This telephone interview template will help you screen applicants before you decide who to interview. Telephone screening of applicants can save you time. It also helps you make an initial assessment of the candidate’s skills and experience, communication skills and pay expectations. This template comes with a step by step guide to telephone screening.


File size (50KB)
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Staff Induction Checklist

$0.00

This staff induction checklist has been created to help you when inducting your new employee, including:
  • Suggested steps to take before the employee commences
  • What to do on the first day (or soon after)
  • Tips to ensure you provide the new employee with all required information


File size (50KB)
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Recording Details of a Meeting Form

$0.00

This meeting record form is a useful template for keeping a record of your meetings and discussions with employees. Employers are advised to always keep written records of performance management or conduct issues. If other people are present in the meeting you may wish to ask them to sign your record to verify it (if they agree with it) however they are not required to do so.


File size (60KB)
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Position Description Template

$0.00

This Position Description template outlines the tasks and responsibilities of the role to be filled. The Position Description will form the basis of your job ad. This template comes with a step by step guide for completing a Position Description.


File size (80KB)
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Performance Review Template and Discussion Plan

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A Performance Review, also known as a Performance Appraisal, helps your employee understand what is expected of them. This process should be conducted yearly.

A clear review process provides all employees with a clear direction as to what their individual role entails and what needs to be achieved. There should be a clear link between an employee’s job role and business goals.

This Performance Review template covers the following stages of the cycle over the year:
  • Planning and setting employee performance goals (including SMART goals), behaviours, as well as a learning and development plan
  • Monitoring and assessing progress throughout the year
  • Assessing performance at the end of the year

This plan also provides tips on the following:
  • How to prepare for the review meeting
  • What to discuss during the meeting
  • What to consider as next steps

A Performance Review template captures the employee’s goals, actions, development and feedback. This needs to completed with the employee and signed by both parties. This then provides a benchmark for future appraisals.

This entire document is all that you will need to conduct a thorough employee Performance Review.


File size (70KB)
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Performance Improvement Plan Template

$0.00

A performance improvement plan is a document that specifies the particular performance issue with your employee and steps that need to be taken to rectify.

This Performance Management template includes a formal steps checklist and also provides a Performance Improvement Plan.

This formal step should follow on from an initial discussion with an employee. If you have followed the initial steps checklist and your employee’s performance hasn’t improved, it may be time to move to a formal process.

This template has been created to help you plan and conduct a formal performance management meeting. It is recommended that this meeting with your employee is documented.  The checklist provides a detailed step by step guide, including:
  • How to prepare for the meeting
  • How to conduct the meeting
  • How to follow up after the meeting

Use the Performance Improvement Plan template to help you record the performance issue and what you have agreed to do to improve it. Once completed this plan needs to be signed by both parties.

If this issue is not resolved you may wish to consider a written warning. To assist with this you can also download our Written Warning templates – First/Second Warning or Final Warning letter.


File size (60KB)
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Notice of Requirement to Take Excessive Leave or Annual Close Down

$0.00

You can require your employees to take excessive annual leave (more than 8 weeks accrued) or annual leave during a period when your business will be closed, such as an annual close down. This letter and explanatory notes will assist you through this process.


File size (90KB)
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Hours of Work Agreement or Variation

$0.00

You and your full-time or part-time employees can use this form to agree on, or change their regular hours of work.


File size (100KB)
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Exit Interview Form

$0.00

Use this exit interview form to obtain feedback from employees that have resigned from the company. This feedback can be useful in determining what the company does well and what it needs to improve. The template includes 20 questions that can be asked of the departing employee covering most areas of employment within the company.


File size (80KB)
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Unsuccessful Probation Letter

$0.00

Use the unsuccessful probation letter to confirm with an employee that his or her employment will not continue beyond the probationary period. You are not required by law to provide a letter like this or to have employees on probation. However, you are required to provide written notice of termination if you are terminating an employee’s employment during the probationary period.

This letter comes with a step by step guide for completing the letter and conducting the meeting with the employee.


File size (80KB)
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Unsuccessful Applicant Letter

$0.00

Once your preferred candidate has accepted your job offer, you can use this unsuccessful applicant letter template to notify the other job applicants. While you are not required by law to inform an applicant that they were unsuccessful, it’s good practice to do so. This template comes with a step by step guide to notifying unsuccessful candidates.


File size (50KB)
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Termination/Unsatisfactory Performance Process and Letter Template

$0.00

Use this termination letter when terminating an employee’s employment because of unsatisfactory performance or conduct. This letter comes with a step by step document outlining how to conduct the termination.


File size (60KB)
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Termination/Serious Misconduct Process and Letter Template

$0.00

Use this Termination – Serious Misconduct letter when needing to terminate an employee’s employment for serious misconduct. Issues of serious misconduct include:
  • wilful or deliberate behaviour by an employee that is inconsistent with the continuation of the contract of employment;
  • conduct that causes serious and imminent risk to the health and safety of a person or reputation, viability or profitability of the employer’s business.
  • theft, fraud or assault in the course of the employee’s employment
  • employee being intoxicated at work
  • employee refusing to carry out a lawful and reasonable instruction consistent with their contract of employment

This letter comes with a step by step document outlining how to conduct the termination.

Remember – summary dismissal for serious misconduct has immediate effect. It is a severe step to terminate an employee’s employment without providing notice of termination (or payment in lieu of notice) so it is recommended you seek advice before taking action. Contact Us and we can walk you through the necessary steps.


File size (60KB)
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Termination/Redundancy Process and Letter Template

$0.00

This Termination/Redundancy Process and Letter Template has been created to assist you when dealing with redundancies.

This form provides a detailed Process and Checklist that you need to follow. This checklist gives you tips for planning the meeting and the appropriate letters you need to have completed. Remember the meeting is a two step process.

The first step flags your intention to make the role redundant and second letter confirms redundancy. Use these two letters to provide an employee with written notice. Includes a step by step guide outlining how to conduct the termination.

It is also recommended before you make anyone redundant you chat with a HR professional to ensure you follow due process. We can talk you through the process over the phone or assist you with the process should you have any concerns. Please Contact Us to chat this process through.


File size (60KB)
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Termination/Abandonment Process and Letter Template

$0.00

This Abandonment of Employment Process and Letter Template is created to assist when managing a potential abandonment of employment.

If an employee has been absent without making contact, and you cannot contact the employee directly, this may constitute grounds for abandonment of employment.

The next step you may consider taking is to send them an abandonment of employment letter.

This document details the step by step process on how to conduct a termination for abandonment. A letter template is also provided. This must be completed and given to the employee.

Remember it is vital due process is followed when terminating an employee. Prior to starting the process please Contact Us and we can help advise on your particular situation.


File size (60KB)
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Successful Probation Letter

$0.00

Use this letter to provide an employee with written confirmation that his or her employment will continue beyond the probation period. You are not required by law to provide a letter like this or to have employees on probation, however it is good practice to do so.

This letter comes with a step by step guide for completing the letter and conducting the meeting with the employee.


File size (70KB)
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Probation Extension Letter

$0.00

Use this Probation Extension letter to confirm with an employee that his or her probationary period is to be extended.

You are not required by law to provide a letter like this or to have employees on probation. However, you are required to gain approval from an employee before extending their probation period.

This letter comes with a step by step guide for completing the letter and conducting the meeting with the employee.


File size (60KB)
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First and/or Second Warning Letter

$0.00

A first and/or second written warning letter is usually issued after you have verbally warned the employee about a particular performance or conduct issue. To conduct a verbal warning see our Managing underperformance initial steps checklist and Recording details of a meeting form. This letter needs to be issued after a verbal warning has taken place.

This template for issuing a warning comes with a step by step guide to issuing a warning. This template and ensuring it is on file is important in guarding yourself against any potential unfair dismissal claims.


File size (70KB)
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Final Warning Letter Template

$0.00

A final warning letter is usually issued to an employee after you have warned an employee about a particular performance or conduct issue and their conduct or performance has not improved. You can use the First and second warning letter template to provide a warning to your employee. This templates also comes with a step by step guide to issuing a warning.

This document is critical in avoiding any Unfair Dismissal issues.


File size (40KB)
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Confirmation of Resignation Letter

$0.00

Use the Confirmation of Resignation letter after you have received an employee’s resignation. It is advisable that an employee’s resignation is communicated in writing. The business then responds with a Conformation of Resignation Letter.

Download this Confirmation of Resignation letter to confirm the company’s acceptance of the employee’s resignation. This letter is provided to the employee and a copy can also be kept on file.


File size (50KB)
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