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Forms & Checklists

We have a range of checklists available for download to guide hiring and managing employees and your workplace.

Must-Have Documents for Small Business

Must-Have Documents for Small Business

Essential documents for your small business
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What Do I Need for My New Hire’s Orientation

What Do I Need for My New Hire’s Orientation?

Tips for successful employee orientations
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Role of the Support Person in the Disciplinary Investigation Process

Role of the Support Person in the Disciplinary Investigation Process

Support person requirements you must follow
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What Protections Should I Have In My Contract

What Protections Should I Have In My Contract?

Make sure your employee contracts are up to standard
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What Do I Have To Do if I Have Employees Working From Home

What Do I Have To Do if I Have Employees Working From Home?

WFH is here to stay - here’s what you should check
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exit interview template

Exit Interview Template

A template to help you structure your exit interviews.
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Steps to follow if an employee is not performing

What Do I Do if an Employee Is Not Performing?

Steps to follow if an employee is not performing
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How Do I Conduct an Investigation

How Do I Conduct an Investigation?

Steps required for completing an investigation
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Creating Sales Commission Incentive Plans

Creating Sales Commission Incentive Plans

Are you maximising your sales incentives?
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How Do I Build a Great Culture

How Do I Build a Great Culture?

Create and maximise a great culture
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Steps to follow if an employee makes a complaint

What Do I Do if an Employee Raises a Complaint?

If an employee makes a complaint
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What Do I Need To Do Before I Recruit

What Do I Need To Do Before I Recruit?

Checklist to follow before you start recruiting
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What Do I Do To Be a Great Leader

What Do I Do To Be a Great Leader?

Simple steps towards becoming a great leader
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Steps to take with a bullying incident

What Do I Do if an Employee Claims That They Are Being Bullied?

Steps to take with a bullying incident
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Process to follow if employee stealing is suspected

What Do I Do if I Suspect an Employee Is Stealing From Me?

If employee stealing is suspected
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Which Employee Costs Should I Measure

Which Employee Costs Should I Measure?

Check if you are aware of your employee costs
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Process to follow for when employees are not getting along

What Do When Employees Are Not Getting on in the Office

Simple steps towards becoming a great leader
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Steps to take with employee bad behaviour

What Do I Do if an Employee Has Behaved Badly?

Steps to take with employee bad behaviour
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Steps to take with a sexual harassment claim

What To if an Employee Claims That They Are Being Sexually Harassed

Steps to take with a sexual harassment claim
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Steps to follow when an employee resigns

What Do I Do If Someone Resigns?

When an employee resigns
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Do You Have a Compliant Workplace Health and Safety Approach

Do You Have a Compliant Workplace Health and Safety Approach?

Check if you have the basics of OH&S covered
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What Do You Need To Have on the Personnel File

What Do You Need To Have on the Personnel File?

Check that you are capturing required employee details
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What Do I Do if an Employee Asks for a Flexible Working Arrangement

What Do I Do if an Employee Asks for a Flexible Working Arrangement?

How to handle requests for a flexible working arrangement
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What Policies Do I Need for Compliance

What Policies Do I Need for Compliance?

Check that you have all the policies required
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