Practical tools for people and processes

Support the team. Standardize the work.

Organize hiring, onboarding, employee documents, schedules, procedures, workplace policies and recurring operations without complicated enterprise HR software.

Explore HR & Operations Tools View Business Tools

Tools marked Available can be used now. More HR and operations tools will be added as their individual pages are completed.

Hiring Onboarding Employee records Procedures Workplace operations

Employee Onboarding

New-hire progress

Active

Alex Morgan Operations Coordinator

Starts Aug 17

✓

Employment documents Offer letter and tax forms completed

DONE

✓

Equipment assignment Laptop and access badge prepared

DONE

Account setup Email and software access pending

OPEN

First-week training Manager and team sessions scheduled

OPEN

Onboarding progress 75%

Hire Job descriptions and interviews

Onboard Documents and first-week tasks

Manage Schedules and employee records

Standardize Policies, SOPs and checklists

HR and operations toolbox

Find the right tool for the next people or process task.

Search the collection or filter tools by hiring, onboarding, employees, scheduling, procedures and workplace operations.

TIME

Planned

Employee Timesheet

Track employee start times, breaks, daily hours, overtime and weekly totals.

Timesheets Work hours Payroll

Planned for HR Tools

JOB

Planned

Job Description Builder

Create a job description with responsibilities, qualifications, schedule, compensation and workplace expectations.

Hiring Job descriptions Recruiting

Planned for HR Tools

Q&A

Planned

Interview Question Builder

Create role-specific interview questions covering experience, skills, behavior and workplace situations.

Interviews Candidates Hiring

Planned for HR Tools

SCORE

Planned

Candidate Scorecard

Compare candidates using consistent criteria, notes, ratings and recommendation fields.

Candidates Evaluation Interview notes

Planned for HR Tools

OFFER

Planned

Offer Letter Builder

Prepare an employment-offer draft with title, pay, schedule, start date and conditions.

Offer letters Employment Hiring

Planned for HR Tools

START

Planned

Employee Onboarding Checklist

Organize documents, accounts, equipment, introductions and first-week responsibilities.

Onboarding New hires Checklists

Planned for HR Tools

DAY1

Planned

First-Day Schedule Builder

Create a structured first-day plan with orientation, meetings, training, breaks and introductions.

First day Schedule Orientation

Planned for HR Tools

TRAIN

Planned

Training Plan Builder

Organize training topics, instructors, deadlines, materials and completion requirements.

Training Skills Development

Planned for HR Tools

FORM

Planned

Employee Information Form

Create a form for employee contact details, emergency contacts, role, department and start date.

Employee records Contacts Forms

Planned for HR Tools

TEAM

Planned

Employee Directory Builder

Organize employee names, roles, departments, contact details and reporting relationships.

Directory Employees Departments

Planned for HR Tools

REVIEW

Planned

Performance Review Builder

Create structured employee reviews with goals, achievements, feedback, ratings and next steps.

Performance Feedback Goals

Planned for HR Tools

1:1

Planned

One-on-One Meeting Builder

Prepare discussion topics, employee concerns, manager feedback, goals and action items.

One-on-one Managers Employees

Planned for HR Tools

SHIFT

Planned

Employee Schedule Builder

Build weekly staff schedules with shifts, breaks, roles, availability and coverage notes.

Scheduling Shifts Coverage

Planned for HR Tools

PTO

Planned

PTO Request Form

Create a paid-time-off request with dates, hours, reason, coverage details and approval fields.

PTO Time off Approval

Planned for HR Tools

ABS

Planned

Employee Absence Tracker

Record absences, leave type, dates, hours, supporting notes and return-to-work details.

Absences Attendance Leave

Planned for HR Tools

SOP

Planned

SOP Builder

Create a standard operating procedure with purpose, scope, responsibilities, steps and quality checks.

SOP Processes Documentation

Planned for Operations Tools

LIST

Planned

Process Checklist Builder

Build reusable checklists for opening, closing, quality control, onboarding and recurring work.

Checklists Processes Recurring work

Planned for Operations Tools

HOW

Planned

Work Instruction Builder

Create clear task instructions with materials, steps, warnings and expected results.

Instructions Tasks Training

Planned for Operations Tools

POLICY

Planned

Workplace Policy Builder

Draft workplace policies with purpose, scope, expectations, responsibilities and review dates.

Policies Workplace Documentation

Planned for Operations Tools

RPT

Planned

Incident Report Builder

Record workplace incidents with people involved, date, location, description, witnesses and follow-up actions.

Incidents Reports Workplace records

Planned for Operations Tools

ASSET

Planned

Equipment Assignment Form

Track laptops, phones, keys, uniforms and other items assigned to employees.

Equipment Assets Employee records

Planned for Operations Tools

INVY

Planned

Office Inventory Tracker

Track office supplies, equipment, quantities, locations and reorder levels.

Inventory Supplies Equipment

Planned for Operations Tools

PASS

Planned

Shift Handoff Report

Record completed work, unresolved issues, priorities and notes for the next employee or team.

Shift handoff Operations Team notes

Planned for Operations Tools

PLAN

Planned

Corrective Action Plan

Document a performance or conduct issue, expected improvement, support provided and follow-up dates.

Corrective action Performance Documentation

Planned for HR Tools

EXIT

Planned

Exit Interview Builder

Prepare questions about the employee experience, management, workload, culture and reason for leaving.

Exit interviews Employee feedback Retention

Planned for HR Tools

OFF

Planned

Employee Offboarding Checklist

Organize account closure, equipment return, final documents, knowledge transfer and departure tasks.

Offboarding Departures Checklists

Planned for HR Tools

No matching HR or operations tools found

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Browse by workplace need

HR and operations tools organized around the employee lifecycle.

Move from recruiting and onboarding to scheduling, employee management, procedures and workplace operations.

Hiring Tools

Create job descriptions, interview questions, candidate scorecards and offer letters.

Browse hiring tools → Onboarding Tools

Organize first-day schedules, employee documents, training and new-hire checklists.

Browse onboarding tools → Employee Management

Build directories, reviews, meeting notes, action plans and exit documentation.

Browse employee tools → Procedures & Policies

Create SOPs, workplace policies, instructions and recurring process checklists.

Browse procedure tools →

Built for the employee lifecycle

Move from hiring to a repeatable workplace process.

The HR and operations collection can support each stage of recruiting, onboarding, managing employees and documenting work.

Step 01

Hire the employee

Create the job description, interview questions, scorecard and offer letter.

Step 02

Complete onboarding

Organize documents, accounts, equipment, training and the first-week schedule.

Step 03

Manage ongoing work

Track schedules, attendance, performance, meetings and assigned equipment.

Step 04

Standardize operations

Document SOPs, policies, checklists, incident reports and shift handoffs.

Keep people, documents and workplace processes organized.

Build hiring documents, onboarding plans, employee records, schedules and operating procedures from one practical toolbox.

Browse HR & Operations Tools

Common questions

Everything you should know.

Find answers about templates, employee information, legal review, saved records and future premium features.

They are practical tools for hiring, onboarding, scheduling, employee documentation, workplace procedures and recurring business operations.

No. Templates should be reviewed for the laws, regulations, policies and requirements that apply to the specific business and location.

Avoid entering Social Security numbers, medical details, financial-account information or other highly sensitive personal information unless a tool is specifically designed and secured for that purpose.

Individual tools can include printing, PDF, CSV or other export options based on the document or record being created.

Basic tools can remain free. Employee databases, cloud storage, approvals, team access and recurring workflows may eventually be offered as paid upgrades.