Business OS

Human Resources

People, payroll and the employee lifecycle

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All Human Resources templates

Non-Disclosure Agreement Beta Tester

This Non-Disclosure Agreement (NDA) is for use when engaging a beta tester for new software, product, or service to protect confidential information shared during the testing phase. It ensures the tester understands their obligations regarding secrecy and intellectual property.

NDANon-Disclosure AgreementBeta Tester
2w ago

Notice Of Withdrawal From Partnership

This template is used by a partner to formally notify the partnership of their intention to withdraw. It outlines the terms of withdrawal and ensures a smooth transition.

partnershipwithdrawalresignation
2w ago

Quick Networking Tips For Entrepreneurs Short On Time

This template provides quick, actionable networking tips specifically designed for busy entrepreneurs looking to make the most of their limited time. Use it as a guide to optimize your networking efforts and build valuable connections efficiently.

networking tipsentrepreneurshiptime management
2w ago

Quick Tips For Success In Business

This document provides quick, actionable tips for business success, suitable for new ventures or for reviewing existing strategies to foster growth and efficiency.

business tipssuccessSME
2w ago

Effective Strategies For Rapid Email List Growth

This document outlines effective strategies for rapidly growing an email list, providing actionable steps and best practices for businesses aiming to expand their reach and engagement through email marketing.

email marketinglist growthcustomer engagement
2w ago

Vaccination Clinic Business Plan

This document provides a comprehensive business plan for establishing and operating a vaccination clinic, suitable for new ventures or expanding existing healthcare services.

business planvaccination clinichealthcare
2w ago

How To Come Up With A Business Name

This document provides a structured guide for Southern African SMEs to brainstorm, select, and register a business name. It is suitable for new businesses or existing businesses undergoing a rebrand.

business namebrandingSME
2w ago

Fulfillment Services Agreement

This document outlines the terms and conditions under which a third-party provider will deliver fulfillment services to a client, including warehousing, packaging, and shipping.

fulfillmentservicesagreement
Today

Business Development Skills All Salespeople Require To Succeed

This document outlines the essential business development skills that all salespeople need to cultivate for sustained success in today's competitive market. It guides sales professionals and their managers on areas of focus for skill enhancement.

sales trainingbusiness developmentsales skills
1d ago

How The Top One Percent Think

This document outlines core principles and mindsets often associated with highly successful individuals, providing a framework for personal and professional development.

mindsetsuccessleadership
2w ago

Checklist Start-Up

This checklist assists businesses in the Southern African context with the essential steps and considerations when starting a new venture, ensuring all fundamental areas are addressed for a smooth launch and operation.

startupchecklistnew business
2w ago

Entrepreneurs - Planning Your Escape From Your Job

This template helps entrepreneurs plan their transition from current employment to full-time business ownership, providing a structured approach to assess readiness, manage finances, and mitigate risks during the escape process.

entrepreneurshipcareer transitionstartup
2w ago

Steps To Greater Efficiency and A Higher Quality Of Work

This document outlines a structured approach for businesses to enhance operational efficiency and improve work quality. It is designed for internal use to guide teams and individuals towards better performance and output.

efficiencywork qualityperformance improvement
2w ago

Hourly Schedule Planner

This Hourly Schedule Planner helps businesses organize and track employee work hours, assignments, and breaks on a daily basis. Use it to ensure efficient staff deployment and task management.

hourly schedulestaff planningworkforce management
2w ago

Project Transition Plan

This Project Transition Plan outlines the strategies and steps required to effectively transition a project from its development or implementation phase to operational status, ensuring seamless handover and continued success. Use this template when concluding a project and preparing it for ongoing management.

project managementtransition planhandover
2w ago

Create Process Goals and Enjoy Greater Success

This template outlines the process for setting clear and achievable process goals within an organisation. It helps in defining objectives, assigning responsibilities, and tracking progress to ensure greater success in projects and operations.

process goalsgoal settingperformance management
2w ago

Resource Allocation Template

This Resource Allocation Template is used to plan and document the assignment of resources (human, financial, and material) to specific projects or tasks within an organisation. It helps ensure efficient use of resources and clear accountability.

resource allocationproject managementstaffing
2w ago

Facility Management Plan

This Facility Management Plan outlines the strategies and procedures for managing a company's physical assets and infrastructure. It is used to ensure a safe, efficient, and well-maintained work environment.

facility managementoperationsmaintenance
Today

Reference Check Form

Standardised reference check questionnaire for candidate due diligence.

hiringreferencedue-diligence
2w ago

Learning & Development Policy

Professional policy for Learning & Development Policy.

policyhrgovernance
1d ago

Equipment Maintenance Log

This Equipment Maintenance Log template is used to record and track the maintenance history of equipment within a business. It ensures proper record-keeping for warranties, troubleshooting, and compliance.

equipmentmaintenancelog
2w ago

Event Management Template

This Event Management Template outlines the key aspects for planning, executing, and reviewing an event, ensuring all necessary details are covered for a successful outcome.

event managementevent planningproject management
2w ago

Termination Appeal Outcome Form

Professional form for Termination Appeal Outcome Form.

terminationcomplianceoffboarding
2w ago

Agenda Meeting With Management

This template provides a structured agenda for meetings with management, ensuring all key topics are covered and discussions remain focused. It is suitable for regular team meetings or ad-hoc discussions with management to review performance, address concerns, or plan future activities.

meeting agendamanagement meetingstaff management
2w ago

Planning An Effective Annual Meeting

This template provides a structured agenda and key considerations for planning and conducting an effective annual general meeting for a company, ensuring all necessary legal and governance requirements are met. It assists in preparing for a productive and compliant annual meeting.

annual meetingAGMcorporate governance
2w ago

Minutes of Meeting Master

This template is used to record the official proceedings and decisions made during a business meeting. It ensures that all attendees, actions, and discussions are documented for future reference and accountability.

meeting minutescorporate governanceinternal communication
2w ago

Training New Employees Checklist

This checklist guides managers and HR through the essential steps for onboarding new employees, ensuring a smooth and comprehensive integration into the company culture and operations. Use it to standardise your new employee training process.

onboardingnew hirechecklist
2w ago

Checklist Progressive Discipline

This checklist outlines the steps for implementing progressive discipline, ensuring fair and consistent application of company policy for employee misconduct or performance issues.

progressive disciplineemployee performancemisconduct
2w ago

Company Is Closing Letter To Clients

This template provides a formal letter to inform clients about the impending closure of a company. It is used to clearly communicate the cessation of operations, key dates, and any necessary actions clients need to take.

company closureclient notificationbusiness closing
2w ago

Wellness Program Guide

Detail of the employee wellness initiative.

wellnessguide
2w ago
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