Word · editStart Here Guide (file 1): the map for the whole binder and your fifteen-minute setup path.
Excel · useEmployee Records System (file 12): the employee file index, the four-file structure (general, I-9, medical, investigations), and the records retention quick reference.
Word · editOnboarding and New Hire Pack (file 3): first-day and first-week checklists, new-hire information form, equipment and access list, and acknowledgment forms.
Excel · usePTO and Leave Tracker (file 13) and PTO Request Form (file 6): the PTO request form, the accrual and balance tracker, and a simple leave log for the whole team.
Word · editEmployee Change Forms (file 7) and Manager Documentation and Scripts (file 8): status, pay, role, and schedule change forms, plus coaching notes, verbal and written warning forms, a performance review template, and word-for-word scripts for hard conversations.
Word · editOffboarding Pack (file 9) and Index and Contents (file 10): resignation and termination checklists, a final-pay and property-return checklist, and the index that lists every file in the binder.
Excel · useCandidate Tracker (file 11): the tracker that keeps every candidate in a hiring round in one place.
In the kitThe editable versions: Start Here Guide; Onboarding and New Hire Pack; PTO Request Form; Employee Change Forms; Manager Documentation and Scripts; Offboarding Pack; Index and Contents, all in Word, ready to fill in and change. Files 17, 18, 19, 20, 21, 22 and 23.
PDF · readTrueStep HR Product License (file 14) and Using This Workbook in Google Sheets (file 15): the license that governs your purchase, and the guide for working the workbooks in Google Sheets instead of Excel.