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Human Resources: Essential Forms & Templates to Help Small Business Owners, Hire, Train & Retain the Best Talent to Grow their Business

Image is everything...Don't try to create documents on your own....AND please don't allow your best friend's cousin whip you up a few templates! To walk among the super-successful, you have to present with the highest form of professionalism.

Here is everything you need to get started and we will customize and create a specialized binder, Just For You!

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877-Go Brand

In this Package You Will Discover...

  • Improve Business Communication

    Your correspondence is a critical part of your business brand. Efficient & eloquent writing is essential to your success.

  • Establish Legitimate Enterprise

    Using the appropriate professionally written documents will prevent miscommunication & increase clarity of purpose.

  • Growing Better Business

    Starting your business off right by setting a solid foundation of effective strategy; and plans for success is how the super-successful do business.

Contractors & Consultants

  • Acknowlegment of Independent Contractor
  • Agreement Between Owner & Contractor
  • Agreement for Professional Services
  • Agreement for Work Change
  • Agreement with Accountant
  • Background Check Permission
  • Outsourcing Agreement Checklist
  • Temporary Help Agency Screening
  • Confidentiality for Consultants & Contractors
  • Confidentiality for Invention Agreement
  • Consultant Non-Disclosure Agreement
  • Consulting Agreement Long
  • Consulting Agreement Short
  • Employment Agency Agreement
  • Extended Date for Performance
  • Independent Contractor Agreement
  • Request for Contractor References
  • Subcontract Agreement
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Hiring Employees

Job Announcement

  • Notice of Job Opening Form
  • Notice of Job Opening Letter

The Interview

  • Pre-Interview Questionaire
  • Interview Confidentiality Agreement
  • Knowledge Worker Interview Questionaire
  • Appointment for Employee Testing
  • Job Applicant Interview Script
  • Questions to Avoid During Interview

Letters to Applicants - Reference Check & Thanks

  • Application Acknowledgment
  • Personal Reference Check
  • Receipt of Resume
  • Reference Check Letter
  • Reference Check Phone Script
  • Reference Checking Form
  • Reference on Qualifications
  • Reference Request & Release
  • Thank You to Applicant for Testing

Letters to Applicants - Confirmation

  • Letter Confirming Employment
  • Letting Confirming Employment Terms
  • New Employee Welcome Letter

Letters to Applicants - Rejection

  • Decline to Interview Applicant
  • Negative Response - Lack Experience
  • Negative Response - No Opening
  • Negative Response - Qualifications

Forms & Checklists

  • Application Appraisal Form Evaluation
  • Applicant Appraisal Form Questionaire
  • Applicant Selection Criteria Record
  • 19 Strategies for Hiring the Best Checklist
  • Employment Agreement Checklist
  • Hiring Employees Checklist
  • Home-Based Employees Checklist
  • New Employee Orientation Checklist
  • Pre-Employment Checklist
  • Routine Management Duties Checklist
  • Driving Record Check Letter
  • Educational Reference Check Letter
  • Employment Application Form
  • Employment Contact Worksheet
  • Job Analysis
  • Job Description Form
  • Job Description Example CFO
  • Position Request Form
  • Continguent Worker Worksheet
  • Delegation Worksheet
  • Job Requirements Worksheet
  • Routime Clerical Responsibilites Worksheet

Contracts & Agreements

  • Ackowledgment of Obligations
  • Assignment of Pre-Employment Works
  • Authorization Waiver Report
  • Background Check Permission
  • Issues from Employee Perspective Agreement
  • Employment Agreements
  • Commission Sales Agreement
  • Confidentiality & Convention Agreement
  • Cover Letter Agreement
  • Non Disclosure Notice
  • Drug Testing Consent Agreement
  • Employee Authorship Agreement
  • Employee Non-Compete Agreement
  • Employee Non-Disclosure Agreement
  • Employee Proprietary Rights Acknowlegment
  • Employee Agreement for Technical Employee
  • Employment Agreement At Will Employment
  • Employment Agreement for Executive
  • Employee Agreement General
  • Employment Agreement Key Employee
  • Information Release Authorization
  • Letter to New Employee of Former Employee - Non-Disclosure
  • Non-Disclosure + Non-Compete Agreement
  • Physical Exam Consent
  • Employee Proprietary Information & Inventions Agreement
  • Restrictive Covenants for Employee Agreements
  • Sales Representative Agreement
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Employee Reference Letters

  • Tactful Way to Decline Request for Letter of Recommendation
  • Employers Verification on Loan Application
  • Pleased to Write Character Reference
  • Highly Recommend Letter of Reference
  • Letter of Reference
  • Offer Letter of Recommendation
  • Personal Recommendation & Reference
  • Personal Recommendation of Employee
  • Refusal of Request for Letter of Recommendation
  • Request for Character Reference
  • Request for Employee Reference
  • Request for Reference
  • Response to Inquiry Concerning Former Employee
  • Verification of Employment & Employee Reference
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Firing & Termination

  • Acceptance of Resignation
  • Acknowlegment of Obligations
  • Announcement of Retirement
  • Pre-Layoff Checklist
  • Pre-Termination Checklist
  • When Should You Terminate Employee Checklist
  • Employee Dismissal Letter
  • Employee Proprietary Rights Acknowlegment Upon Termination
  • Exit Interview Form
  • Final Warning Before Dismissal
  • Letter of Resignation
  • Mutual Termination of Contract
  • Announcement of Layoff
  • Notice of Layoff
  • Notice of Revocation of Authority
  • Notice of Termination
  • Notice of Termination: Work Rules Violation
  • Notice of Termination: False Employee Information
  • Letter of Resignation v1
  • Resignation Letter: Return to School
  • Resignation Letter: Moving to Another Company
  • Letter of Resignation v2
  • Separation & Release Agreement
  • Severance Agreement
  • Termination Certifcation
  • Termination of Employment Worksheet
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Employee Records

  • Absence Form
  • Direct Deposit Enrollment Form
  • Employee Emergency Form
  • Employee Reference Release Agreement
  • Payroll Deduction Authorization
  • Post-Employment Information Release Agreement
  • Tuition Approval for Refund Request
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Policies & Documentation

  • Absence Policies
  • Business Ethics & Conduct Disclosure Statement
  • 21 Workplace Safety Checklist
  • Emergency Procedure Checklist
  • Ergonomics Checklist
  • How to Be An Excellent Employee Checklist
  • Code of Ethics
  • Computer Use Policy
  • Copyright Compliance & Photocopying Policy
  • Disability Plan - Long Term
  • Disability Plan - Short Term
  • Drug & Alcohol Policy
  • Drug Testing Policy
  • Email Policy Strict
  • Employee Email Policy Long
  • Employee Handbook Receopt & At-Will Status Acknowledgment
  • Grievance Policy
  • Employee At-Will Policy
  • Funeral Leave Policy
  • General Safety Policy
  • General Safety Rules
  • Jury Duty Policy
  • Military Leave Policy
  • Non-Discrimination Policy
  • Overtime Policy Guidance
  • Paid Time-Off Policy
  • Personal Leave Policy
  • Policy Letter on Vehicle Expense Reimbursement
  • Policy on Privacy & Employee Monitoring
  • Polygraph Consent
  • Post-Employment Reference Policy
  • Pregnancy Leave Policy
  • Progressive Discipline Policy
  • Prohibited Activities - Standards of Conduct
  • Sales Commission Policy
  • Sexual Harrassment Policy
  • Sick Leave Policy
  • Smoking Policy
  • Statement & Policy Prohibiting Illegal Discrimination
  • Telecommunting Policy
  • Third Party Confidential Information Policy
  • Time Off Policy
  • Time Off to Vote Policy
  • Vacation Policy
  • Work Rules
  • Workplace AIDS Policy
  • Workplace Violence Prevention Policy

Compensation & Benefits:

  • Worker's Compensation Checklist
  • Compensable Workchart
  • Profit Sharing Plan
  • Simpified Employee Pension Plan
  • Stock Option Agreement
  • Stock Option & Incentive Plan

Insurance:

  • Announcement of Change of Coverage
  • Directors & Officers Insurance Checklist
  • Health & Disability Insurance Checklist
  • Key Employee Life Insurance Checklist
  • Employee Request to Participate in Medical Plan
  • Explanation of Insurance Rate Increase
  • Request Immediate Insurance Coverage for New Employee
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Managing & Motivating Employees

Letters & Memos:

  • Addressing Harrassment
  • Christmas Bonus Letter
  • Christmas Employee Discount Employee Offer
  • Commendation & Refusal of Request for Raise
  • Company Bonus Letter
  • Confusion Regarding Sick Leave Policy
  • Discounted Membership for Employees
  • Employee Suggestion for Company Meeting
  • Letter Explaining Family & Medical Leave
  • Letter to Sexual Harrassment Complaint
  • Notice of Promotion
  • Notice to Employee Unqualified for Christmas Bonus
  • Bonus Cancellation Letter to Employees
  • New Vacation Policy Letter to Employees
  • Offer of Asistance to Family During Employee Illness
  • Please Welcome New Employee
  • Promotion Announcement
  • Refusal of Employee Request for Early Raise
  • Reminder of Employee to Renew Drivers License
  • Request for Leave of Absence
  • Request to Locate Former Employee
  • Retirement Party Invitation Guest
  • Thank You for Presentation Submission & Request for Revision
  • Thank You for Support During Illness

Surveys & Evaluations:

  • Gving Job Performance Feedback
  • Employee Appraisal Form
  • Employee Complaint Form
  • Employee Compliance Survey
  • Employee Satisfaction Survey
  • New Employee Survey
  • Peer Improvement Form
  • Performance Evaluation
  • Self-Evaluation
  • Sexual Harassment IQ Test
  • Superior Improvement Form

Personality & Ability Tests:

  • Test Personal Flexibility Skills
  • Strengths & Weakness Worksheet

Discipline & Behavior:

  • Employee Dating Acknowledgment & Waiver
  • Investigating Harassment & Discrimination Complaints
  • Progressive Discipline Checklist
  • Progressive Discipline Document
  • Employee Correction Form
  • Notice of Employees Unsatisfactory Behavior
  • Reprimand
  • Warning Notice

Staff Management:

  • Check Request Form
  • Harassment Investigation Checklist
  • Personnel File Checklist
  • Commission List
  • Employee Absence Tracking
  • Employee Records
  • Employee Shift Schedule
  • Employee Suggestion Form
  • Employee Time Record
  • Mediation & Arbitration Agreement
  • Overtime Authorization Form
  • Response to Employee Request for FMLA
  • Telecommuting Agreement
  • Telephone Tracking Log
  • Time Sheet
  • Weekly Time Record Excel Sheet
  • Witness Statement Form
  • Telecommuting Worksheet

Motivation:

  • Employee of the Month Certificate
  • Employee Letter Compliment Emergency Handling
  • Employee Letter Compliment Difficult Situation Handling
  • Job Well Done Congratulations
  • Increased Sales Congratulations
  • Outstanding Achievement Congratulations
  • Promotions Congratulations
  • Employee 5-Year Anniversary Congratulations
  • Job Well Done Improvement Meeting
  • Appreciation to Employee Letter
  • Encouragement to Sales Staff Letter
  • Motivation Survey
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Consult Your Attorney

Please note: Use of these forms are at your discretion. Callahan Coaching & Consulting does not offer or prepare legal advice.

For questions and proper use of documents, please consult 
a legal professional.

Check Out What Other People Are Saying About This Binder!

These documents saved me hours of time researching and trying to figure out how to start my business. I completed both business and marketing plans in one weekend!

Joseph Williams
Joseph Williams Joe's Sleek Web Designs
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