HR Workbook, Step by Step for 2027

Fifteen printable one-page templates for the everyday people work of a small organisation or a manager without an HR department, from job descriptions to leaver handovers.

Who it's for

Owners and managers in small organisations without an HR department. The templates follow an employee’s time with you: hiring, joining, developing, absence and leave, and leaving.

What you'll learn

• Write a job description and a person specification, marking each criterion essential or desirable and saying how you will assess it
• Plan recruitment from advert to start date, with a telephone screening script that asks every candidate the same questions
• Run structured interviews with questions linked to the person specification, and request references with the candidate’s consent
• Plan a new starter’s first week session by session and record each probation review, signed by both of you
• Prepare annual reviews with an employee self-review sheet, map skills in a skills matrix and check whether training is used at work
• Keep confidential absence records with return-to-work conversations, and plan team holidays fairly across the year
• Record flexible working requests from the day they arrive to the decision, and plan a leaver’s handover item by item

What's inside

• 52 pages, 15 templates
• Each template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text
• Worked examples from two fictional UK organisations: a landscaping company and a veterinary practice
• Notes on keeping personal and health data secure, and on checking the law with gov.uk and ACAS, as employment law is changing in stages
• Template index at the back: every template with its purpose and the page of the blank to print
• A licence to photocopy the templates for your own use and within your own organisation
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. Job Description
2. Person Specification
3. Recruitment Plan and Timeline
4. Telephone Screening Script
5. Interview Plan and Question Set
6. Reference Request Form
7. First-Week Induction Timetable
8. Probation Review Record
9. Employee Self-Review Preparation Sheet
10. Skills Matrix
11. Training Record and Feedback Form
12. Absence Record Card
13. Team Holiday Planner
14. Flexible Working Request Record
15. Leaver Handover Plan

Part of The Ultimate Business Bundle

This workbook is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).