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Tools & Templates

Below are all tools and templates required designed to assist in the management, recruitment and retention of staff

Staff Planning Estimators

These calculators will help you estimate if poor staff planning is costing you money. (You'll need the Adobe Flash player to use the calculators. It's available for free from the Adobe website, www.adobe.com.)

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How much is staff turnover costing me?

How much is it costing your business when staff members leave.

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How productive is my staff?

When working out staff levels, what percentage of each staff member's salary should be factored into the cost of your goods and services.

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Overtime vs. More Staff?

Is your current staff required to work excessive hours to meet the work demands? When would it be more cost effective to hire a new full time staff member?

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How much is unscheduled staff absences costing your business?

Unplanned sick leave from unhappy staff can cost your business a lot of money.

Access HTML versions of staff planning calculators

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Planning Your Staff

When employing staff you should consider all available options. These resources will help you plan for and get the best staff for your business.

Step-by-step

Step-By-Step: Staff Planning

A checklist of tasks to help you identify and plan your staffing requirements

Microsoft Word DocumentPosition Description Template (DOC 71Kb)
 Assists in the creation of a Position Description. You can individually adjust this document to suit your company's needs.
Microsoft Word DocumentWorkforce Action Plan (DOC 74Kb)
 This Workforce Action Plan Template assists in creating a staff plan for your company. Download and adjust to your company's needs.
Microsoft Word DocumentHuman Resources Manual Template (DOC 250Kb)
 This Human Resource Manual Template offers the guidelines on how you can individually adjust this document to suit your company's needs.
Rich Text Format DocumentHuman Resources Policy and Procedures Checklist (RTF 232Kb)
 This checklist helps to identify if you have included relevent information in your formal recruitment documents
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Recruiting Staff

Recruiting the right staff for your business is critical for ongoing success. These resources from designing a position to making someone an offer  will help you select the best person for your business.

Designing a Position

Once you've identified you need new staff, now is the time to write the job description.  Below are templates to assist with this process.

Microsoft Word DocumentSimple Job Description Template (DOC 31Kb)
 Helps in the creation of an easy to use job description that you can also modify for advertising. You can individually adjust this document to suit your business's needs.

Microsoft Word DocumentDetailed Job Description Template (DOC 96Kb)
 Helps in the creation of a job description with detailed sections for duties, skills and personal qualities you are looking for. You can individually adjust this document to suit your business's needs.

Advertising Options

In today's market there are a number of ways to advertise a new job. Below are examples of the different kinds of advertisements.

Microsoft Word DocumentExample Print Job Advertisement (DOC 26Kb)
 Assists in the creation of a job advertisement for print. You can individually adjust this document to suit your company's needs.
Microsoft Word DocumentExample Online Job Advertisement (DOC 37Kb)
 Assists in the creation of an online job advertisement. You can individually adjust this document to suit your company's needs.
Microsoft Word DocumentAccounts Payable & Receivable Example Job Description (DOC 75Kb)
 Download an example of an Accounts Payable & Receivable Job Advertisement.
Microsoft Word DocumentCarpenter Example Job Description (DOC 29Kb)
 Download an example of an Carpenter Job Advertisement.
Microsoft Word DocumentMachine Operator Example Job Description (DOC 31Kb)
 Download an example of a Machine Operator Job Advertisement.
Microsoft Word DocumentOffice Manager Example Job Description (DOC 34Kb)
 Download an example of an Office Manager Job Advertisement
Microsoft Word DocumentSales Assistant Example Job Description (DOC 29Kb)
 Download an example of a Sales Assistant Job Advertisement.

Interview and Selection Process

Templates to make the interview and selection process easier.

Microsoft Word DocumentInterview Template (DOC 80Kb)
 A template that assists with the questions that can be asked during an interview
Microsoft Word DocumentCandidate Selection Decision Matrix (DOC 47Kb)
 Helps you decide which is the right person for the role.
Microsoft Word DocumentReference Checking Template (DOC 60Kb)
 Download this Reference Check Template and adjust to your company's needs.

Offer and Negotiation

Once a suitable candidate has been found, the letter of offer needs to be created and the new employee's details recorded.

Microsoft Word DocumentLetter Of Offer Template (DOC 52Kb)
 Download this Letter of Offer Template and adjust to your company's needs.

Microsoft Word DocumentEmployee Details Form Template (DOC 38Kb)
 This Template offers a formal process to document each staff members personal details. You can individually adjust this document to suit your company's needs.
Microsoft Word DocumentContractor Details Form Template (DOC 39Kb)
 This template is used when engaging a company or business to provide labour/contractors. In most cases you will find the company is the individual yet this form still needs to be fill in.
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Keeping Good Staff

Once you have good staff keeping them is the next challenge. These resources will help you plan ways to retain good staff.

Adobe PDF DocumentInduction checklist for new starter (PDF 136Kb)
 A simple checklist to help you induct a new starter on their first day of employment. Option to sign and file as a record of the induction.

Microsoft Word DocumentOne Month Probationary Period Review Template (DOC 34Kb)
 This template offers guidelines on conducting a one month staff review. You can individually adjust this document to suit your company's needs.
Microsoft Word DocumentThree Month Probationary Period Review Template (DOC 29Kb)
 This template offers guidelines on conducting a three month staff review. You can individually adjust this document to suit your company's needs
Microsoft Word DocumentProfessional Development Plan (DOC 76Kb)
 A template you can adjust to your company's requirements and then hand on to employees to complete prior to a performance review.
Microsoft Word DocumentPerformance and Development Agreement Template (DOC 35Kb)
 A guide to assist with a general performance review that you can adjust to suit your company's needs
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Ending employment

Discover reasons why staff may have for leaving, how the business could be improved and reduce staff turnover

Here's how improved procedures can help manage staff turnover.

Rich Text Format DocumentExit Interview Template (RTF 517Kb)
 Assists with the questions that should be asked during an exit interview and can be adjusted to suit your company's needs.


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Related Content:

Business Victoria - Starting and Managing a Business - Tools & Templates
Contains all of the Tools and templates used on the My Business , My People site

Business Victoria - Starting and Managing a Business - Tools & Templates
Contains all of the Tools and templates used on the My Business , My People site

Business Victoria - Starting and Managing a Business - Business Tools and Templates
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Helpful Online Tools

Long Service Leave Calculator
A short cut to calculating your long service leave.

External Links

Record Keeping Evaluation Tool
(www.ato.gov.au) Provides comprehensive record keeping support in two steps.

Taking out a WorkSafe insurance policy
(www.worksafe.vic.gov.au)

Workplace Authority
(www.workplaceauthority.gov.au) Free advice and information on Australia's workplace relations system.

Visa Entitlement Verification Online (VEVO)
(www.immi.gov.au) Employers can check a person's working visa online for what kind of work the person can do at the Department of Immigration and Citizenship's website.

 

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