Tools & Templates

Below are tools and templates 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.)

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

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.

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?

How much are 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

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

	Detailed 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.

	Workforce 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.

	Checklist for Human Resources Policy and Procedures (DOC 274Kb)
	This checklist helps to find out if you have included relevent information in your formal recruitment documents.

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.

	Simple 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.

	Detailed 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.

	Example 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.

	Example 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.

	Accounts Payable & Receivable Example Job Description (DOC 75Kb)
	Download an example of an Accounts Payable & Receivable Job Advertisement.

	Carpenter Example Job Description (DOC 29Kb)
	Download an example of an Carpenter Job Advertisement.

	Machine Operator Example Job Description (DOC 31Kb)
	Download an example of a Machine Operator Job Advertisement.

	Office Manager Example Job Description (DOC 34Kb)
	Download an example of an Office Manager Job Advertisement

	Sales 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.

	Interview Template (DOC 80Kb)
	A template that assists with the questions that can be asked during an interview

	Candidate Selection Decision Matrix (DOC 47Kb)
	Helps you decide which is the right person for the role.

	Reference 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.

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

	Employee 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.

	Contractor 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.

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.

	Checklist - Induction for a New Starter (PDF 74Kb)
	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.

	One 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.

	Three 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

	Professional 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.

	Performance 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

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.

	Exit 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.