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▶HR Forms Bundle
The offer letter, the onboarding checklist, the write up, the incident report and the termination letter, plus the roster that tracks who works here.
Two pieces of paper decide how a small hire goes. The offer letter, because it is the document people keep and quote back at you a year later. And the onboarding checklist, because two of its steps carry deadlines that start running on the first day worked.
- A job offer letter that gets the two lines small employers get wrong: exempt from overtime as a legal test rather than a job title, and at will written so the letter does not read like a contract
- An onboarding checklist of twelve steps in the order they happen, with the two legal deadlines marked: Form I-9 Section 2 within three business days of the first day worked, and the state new hire report usually within twenty days
- An independent contractor agreement that carries the classification warning on the form itself, and names the tests the agencies apply instead of pretending the title settles it
- A handbook outline with a Check Your State page: thirteen lines every small employer has to look up once, from the final paycheck deadline in both directions to non-compete enforceability
- A write up and corrective action form built to be a record rather than an argument, with the employee's own words on it
- A workplace incident report with a line for your three reporting deadlines, filled in before you need them rather than after
- A termination letter and exit checklist built around the one number that must be right, the final paycheck deadline your state sets
- An Employee Roster workbook where you type your people once and the headcount, the onboarding progress, the anniversaries and the time off owed all follow
- Four hundred and seventeen fillable fields and a hundred and thirteen checkboxes across the twelve documents, with an editable Word edition of every one
Overview
The offer letter, the onboarding checklist, the write up, the incident report and the termination letter, plus the roster that tracks who works here.
Two pieces of paper decide how a small hire goes. The offer letter, because it is the document people keep and quote back at you a year later. And the onboarding checklist, because two of its steps carry deadlines that start running on the first day worked.
This bundle is both of those and the paperwork in between: twelve documents that cover the hire from the offer to the exit, each one a fillable PDF and an editable Word file, plus a seven tab Employee Roster that tracks who works here and what is still owed.
What's Included
One ZIP, 29 files:
- One ZIP holding twelve HR documents as fillable PDFs and the same twelve as editable Word files
- The Employee Roster workbook with seven tabs: Start Here, Roster, Onboarding, Anniversaries, Time Off, Dashboard and Help
- A worked example running through the documents and the workbook: one company, nine people and one new technician part way through onboarding
- A Quick-Start PDF and a START-HERE file that say which document to open first
- A link to the narrated video tutorial that walks every document and every tab
Key Benefits
Why this one
Title, pay, start date, classification and the at will paragraph on one page, with an expiry date on the offer. The exempt box is the expensive one: it turns on the duties actually performed and a salary floor that federal rules and your state both set, and the higher of the two applies. The form says so on the page, so nobody ticks it because the title sounds senior.
The onboarding checklist marks them rather than burying them. Form I-9 Section 2 is due within three business days of the first day worked, and the state new hire report is usually due within twenty days of the start date. Miss either and the penalty is not proportional to how small your business is.
The handbook outline ends with a Check Your State table: final paycheck in both directions, whether accrued time off is paid out, required sick leave, meal and rest breaks, daily overtime, minimum wage, the exempt salary floor, written pay rate notice, non-compete enforceability, pay history and the new hire report deadline. Look them up once, write them in, and every other form here gets easier.
Type your people on one tab. The dashboard reads back headcount, how far the newest hire has got through the twelve onboarding steps, who has a work anniversary inside thirty days, the full time count, the size of each team and the paid time off hours the team is owed.
Form W-4 and Form I-9 are not in the download. They change, they are free from the agencies that publish them, and a stale copy inside a template pack is worse than no copy at all. The checklist names each one and says when it is due. The bundle also does not decide worker classification for you.
Who It's For
Built for
- A small employer making a first or second hire who needs the paperwork rather than a lawyer's retainer
- An owner who has been using an offer letter borrowed from the internet and is not sure what it commits them to
- Anyone who has to write up a problem this week and wants a record rather than an argument
- A business that hires contractors and wants the classification question answered on purpose
How It Works
Up and running in minutes
Look up your own state's numbers on the handbook outline page. Every other form in the bundle asks for one of them.
After the verbal yes and before the first day. Put an expiry on it, and get the classification right before the pay rate goes on paper.
Twelve steps in the order they happen. Tick them on the printed sheet and on the Onboarding tab of the roster.
Six numbers: onboarding progress, headcount, anniversaries coming up, time off owed, the full time count and the size of the service team.
Why It's Different
Not another template
The shelf sells a folder of Word files with no explanation and no arithmetic. This is a working set: the two lines that get small employers sued are written properly and explained on the form, the two legal deadlines are marked on the checklist rather than buried, there is a page of state numbers to fill in once, and a seven tab roster that turns twelve printed onboarding boxes into a number you can read in a second. It is also honest about what it leaves out, which is the part most template packs get wrong.
Delivery & Compatibility
Instant, and it opens in what you already use
As soon as your order is complete you get instant access to download the ZIP: twelve fillable PDFs, twelve editable Word files, the Employee Roster workbook and a Quick-Start PDF. Nothing ships.
One ZIP, instant download. The PDFs open and type in any free reader on Windows, Mac, iPad or Android. The Word files open in Microsoft Word, Google Docs, Pages and LibreOffice. The workbook opens in Microsoft Excel 2016 or later, Google Sheets, Apple Numbers and LibreOffice Calc. No macros, no add-ons, no account and no subscription.
FAQ
Questions, answered
Are the W-4 and the I-9 included?
No, and that is deliberate. Those forms change, they are free from the agencies that publish them, and a stale copy inside a template pack is worse than none. The onboarding checklist names each one and says when it is due.
Can I actually type in the PDFs?
Yes. All twelve carry real form fields, four hundred and seventeen of them, plus a hundred and thirteen checkboxes. Type, save and print. Every document also ships as an editable Word file if you would rather rewrite it.
Will it tell me whether someone is a contractor or an employee?
No. It names the tests the agencies apply and puts the questions on the form so you answer them before an auditor does. The answer stays with you and your accountant.
Is this legal advice?
No. These are general business documents. Employment law varies by federal statute, by state and by city, and some cities regulate scheduling, sick leave and pay history far more tightly than the state around them. Have an employment attorney review your offer letters, agreements and terminations before you use them.
Does the roster work in Google Sheets?
Yes. Upload the workbook and open it. There is no FILTER, TEXTJOIN or MAXIFS in it, which is why it also opens cleanly in Excel 2016, Numbers and LibreOffice.
Is there a video?
Yes. A narrated walkthrough on YouTube goes through every document and every tab. Every screen in it is a page of the real file, filled with one sample hire.
These are general business documents, not legal advice. Employment law varies by federal statute, by state and by city. Check your own requirements and have an employment attorney review your offer letters, agreements and terminations before you use them. Digital product; because the files are delivered instantly, all sales are final.
