Business OS

Administration

Office, records and day-to-day admin

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templates

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All Administration templates

Training Record Form

Track all training and development undertaken.

recordstraining
2w ago

Affidavit Statutory Declaration

This template is a statutory declaration in the form of an affidavit, used when an individual needs to formally affirm the truth of certain facts or statements for legal or official purposes within a Southern African business context.

affidavitstatutory declarationlegal document
2w ago

Medical Aid Election Record

Professional record for Medical Aid Election Record.

recordhrcompliance
2w ago

Waiver and Consent

This template provides a standard waiver and consent form for employees, to be used when an employee needs to waive certain rights or provide consent for specific actions or disclosures within a Southern African business context.

waiverconsentemployee form
2w ago

Reference Check Outcome Record

Professional record for Reference Check Outcome Record.

recordhrcompliance
2w ago

Promotion Recommendation Form

Structured intake form with employee details, request fields, declaration, and manager/HR review sections — designed for fast, accurate completion.

formintakehr
2w ago

Banking & Payroll Details Record

Enterprise-grade Banking & Payroll Details Record for employee records workflows.

recordemployee-datahr-administration
2w ago

Confidentiality & NDA Record

Enterprise-grade Confidentiality & NDA Record for employee records workflows.

recordemployee-datahr-administration
2w ago

Employee Information Change Log

Audit log tracking all changes to employee records with approver sign-off.

recordsauditcompliance
2w ago

Affidavit of Execution

This Affidavit of Execution template is used to formally attest that a document was duly signed and executed by the named parties in the presence of a witness, often a Commissioner of Oaths or Notary Public. It is typically used for important legal documents such as contracts, wills, or deeds.

affidavitexecutionwitness
2w ago

Shift Schedule

Weekly shift schedule for teams.

scheduleshiftoperations
1d ago

Script Sample

This script sample provides a basic framework for a business script, adaptable for various internal or external communication needs. It helps structure spoken or presented information clearly and professionally.

scriptcommunicationinternal
2w ago

Model Release and Permission to Use Photographs

This template is a Model Release and Permission to Use Photographs, designed for businesses to obtain consent from individuals for the use of their likeness in various media.

model releasephoto releasepermission to use
2w ago

Position Request Form

This form is used by managers to request the creation of a new position or the refilling of an existing, vacated position within the company. It facilitates the formal approval process for staffing changes.

HREmployee FormPosition Request
2w ago

Checklist Key Record Keeping

This checklist outlines essential documents and information that a business should keep for each employee as part of good record-keeping practices.

HREmployee RecordsCompliance
2w ago

Rental Application Form

This Rental Application Form is used by landlords or property management companies to collect necessary information from prospective tenants. It helps assess an applicant's suitability, financial stability, and rental history before offering a tenancy agreement.

rental applicationtenant applicationproperty rental
2w ago

Request for Authorization to Substitute Product

This template is used by employees to formally request authorization from management to substitute a product or service specified in a project or procurement plan. It outlines the reasons for the substitution, details the proposed alternative, and highlights the potential impacts.

product substitutionauthorization requestemployee form
2w ago

LLC Member Removal Form

This form is used to officially document and execute the removal of a member from a Limited Liability Company (LLC). It should be used when a member is voluntarily withdrawing, being expelled, or in the event of their incapacitation or death.

LLCmember removaloperating agreement
2w ago

Pasted text (9)(7)

This template is a formal notice to an employee regarding a disciplinary hearing. It outlines the alleged misconduct, the date, time, and location of the hearing, and important employee rights.

disciplinary hearingemployee noticemisconduct
2w ago

Post-Employment Information Release Agreement

This agreement is used to obtain an employee's consent to release their employment information to prospective employers or other third parties after their employment has ended. It protects the former employee's privacy while facilitating future employment opportunities.

post-employmentinformation releaseemployee consent
2w ago

Client Contact List

This template provides a standardized format for maintaining a comprehensive list of client contacts, essential for sales, marketing, and client relationship management. It helps businesses keep track of key client information for easy access and communication.

client managementcontact listCRM
2w ago

Expense Approval Form

Template from the Administrative catalogue. Edit to customise.

2w ago

Travel Authorization Form

Template from the Administrative catalogue. Edit to customise.

2w ago

Document Transmittal Form

Template from the Administrative catalogue. Edit to customise.

2w ago

Office Checklist

Template from the Administrative catalogue. Edit to customise.

2w ago

Revocation of Power of Attorney

This document is used to formally revoke a previously granted Power of Attorney, Nullifying the authority of the appointed agent. It is crucial for situations where the principal no longer wishes the agent to act on their behalf.

power of attorneyrevocationlegal document
2w ago

Employee Photo and Recording Release

This template is used by employers to obtain consent from employees for the use of their photographs, videos, and voice recordings for company-related purposes.

employee releasephoto releaserecording release
2w ago

Employee Company Vehicle Use Agreement

This agreement outlines the terms and conditions for an employee's use of a company-owned vehicle, establishing responsibilities and usage policies. It is used when a company provides a vehicle to an employee for business and personal use.

employee agreementcompany vehiclevehicle policy
2w ago

Customer Profile Template

This template is used to create a detailed profile for each customer, helping businesses to better understand their clients and tailor services accordingly. It is ideal for sales, marketing, and customer service departments.

customer_profileCRMclient_information
2w ago

Workplace Incident Report Form

Document workplace incidents for record and investigation.

recordsincident
2w ago
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