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Forms & Templates: Human Resources

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Human Resources (HR) is concerned with the policies, managerial practices, and processes that influence personnel employed by the design firm. Specifically, HR is responsible for recruitment, retention, compensation, benefits, and employee relations, as well as overseeing organizational development, and ensuring compliance with employment and labor laws. Depending on the design firm, the human resource function could be an HR department, a single Human Resource generalist, or an administrative office manager who handles both operations and human resources.

A typical HR generalist splits his/her time between transactional and strategic work. Automating or shifting process-oriented activities such as staffing, performance management, and documentation will free up their time to spend on strategic activities. This section focuses on providing forms and letters to save the time it takes to research and develop the appropriate documentation for routine practices at a typical design firm.


All of the published sample documents are intended as supportive tools. For the best and most effective use of each document, it is recommended that new Human Resource forms and policies be reviewed by your legal counsel for compliance with federal and state laws and regulations and modified to suit your organization’s culture, industry, and practices.


Index of Forms


Name of Form


Reference Check

Sample reference check typically completed by hiring manager

Sample Emails to Job Applicants

Samples of candidate resume acknowledgement, thanks/no thanks responses

Simple Applicant Log

Applicant tracking log

Acceptance Letter

Sample letter to be sent to employee once they have accepted to confirm the details of the position

New Hire Orientation Agenda

Sample agenda for new hire orientation

PTO Request Form

Sample paid time off request form

Performance Appraisal Short Form

Sample of an employee-driven performance appraisal form

Narrative Performance Review

Sample annual performance review form to be completed by the manager

Counseling Memo

Sample document for performance problem and to determine a path for improvement.

Termination Package

Sample employee termination checklist and exit interview



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