Document Templates

The performance appraisal checklist explains the different areas of the performance appraisal process. 

Use this checklist as a step-by-step guide to your latest employee appointment.

A table of non-discrimination guidelines to be adhered to when interviewing and selecting potential employees.

The Working from Home policy can be used if your organisation supports working from home / wants to introduce it. The policy outlines entitlement, procedure, and any other requirements such as technology, confidentiality, health and safety etc.

A suggested policy document, which outlines your company policy regarding flexible working arrangements.

This template is designed to provide a simple process to enable a smooth transition for an employee to leave the organisation.

The Government has announced the next stage of the COVID-19 response plan to provide a pathway out of lockdown and give vaccinated New Zealanders more freedom.

Print this protection framework out and put it up around the work office.

Leave Management is an area that is frequently not addressed by employers because they are unsure of the correct way to implement the process. This section has been designed specifically to address sick leave and annual leave. Use this checklist to establish your leave management documentation.

This checklist is designed to ensure that you follow the correct procedures when choosing a new employee.

A letter template, which can be used to initiate a misconduct meeting with an employee who has breached company policy.

A letter template, which can be used to invite staff to a restructuring meeting.

This flowchart illustrates the overall legal steps and processes during the legal employee warning process.

Employers should respond to an employee's notice of parental leave within 21 days of receiving the request. This letter can be used as a template when responding to an employee within 21 days after receiving notice that the employee wishes to take parental leave.

Use this declaration form to ensure that you as the employer are aware of and can accommodate the particular health and safety needs of an individual with a pre-existing health or disability issue that does not otherwise preclude them from being able to perform the job properly. 

Undertaking change management? A genuine need is required to change the structure and roles within the company. This checklist provides step-by-step best practice to undertaking Change Management.

Following a performance appraisal, managers may consider a Salary Advancement Process. This checklist ensures a fair and consistent assessment process is applied across the organisation.

Use this short performance appraisal form for roles that do not warrant an extensive process and to provide the employer with alternative options on how to conduct the review. 

The Performance Management Checklist process provides the recommended process for an employer and employee to move forward in a positive and supportive working relationship that’s focused on the goal of achieving improved performance. Both parties need to ‘buy in’ and work together to achieve a positive outcome.

Follow this 90 Day Validity checklist to understand whether the 90 day trial period applies to your organisation. The checklist also outlines your obligations during the trial period and requirements if terminating under the trial period.