HR process templates

HR process templates in this category

• Employee onboarding process flowchart — A cross-functional employee onboarding process template covering pre-boarding checks, IT provisioning, day one, first week and the day-90 probation review.
• Employee offboarding process flowchart — A cross-functional offboarding flowchart with HR, manager, IT, payroll and facilities lanes: notice, handover, exit interview, access revocation, final pay.
• Employee complaint process flowchart (grievance procedure) — Employee complaint process flowchart with swimlanes for employee, line manager, HR, investigator and senior management, from grievance raised to record closed.
• Employee performance review process flowchart template — A swimlane flowchart of the employee performance review process, from cycle launch through self-assessment and calibration to rating, appeal and outcome.
• Leave request process flowchart — Leave request process flowchart: submission with dates and leave type, balance and cover checks, manager approval, HR escalation, payroll and return to work.
• Recruitment process flowchart: vacancy to offer accepted — A swimlane recruitment process flowchart from approved headcount to accepted offer, covering screening, shortlisting, interviews, checks and offer approval.
• Training process flowchart — A training process flowchart: need identification, plan and budget approval, course selection, delivery, competence assessment, records and refresher dates.
• Performance improvement plan flowchart (PIP decision tree) — Performance improvement plan flowchart: a decision tree covering capability or conduct, expectations, health factors, coaching and how a PIP review ends.
• Employee disciplinary process flowchart template — Employee disciplinary process flowchart: informal stage, investigation, suspension branch, hearing, an outcome from no action to dismissal, and appeal.
• Employee training process flowchart (individual record) — Employee training process flowchart for one person's record: assignment and due date, mandatory or optional, attendance, competence check and refresher.
• Training request process flowchart (request to booking) — Training request process flowchart: costed request, line manager relevance check, budget availability, threshold approval to L&D or finance, then booking.
• Workplace incident reporting process flowchart (health and safety) — Workplace incident reporting process flowchart for accidents and near misses: first aid, reporting window, statutory report, investigation, corrective actions.
• Employee promotion process flowchart (nomination to effective date) — Employee promotion process flowchart: nomination or application, eligibility, the evidence pack, calibration across the peer group, funding, senior approval, pay within the band, the letter, effective date and handover.
• Employee grievance process flowchart (concern raised to appeal outcome) — Employee grievance process flowchart: triage into the right procedure, an informal attempt, written grievance, impartial investigation, a hearing with a companion, an outcome letter, and an appeal heard by a different manager.
• Payroll process flowchart (cut-off to payment and filing) — Payroll process flowchart from cut-off to payment: starters and leavers, approved hours, variance checks, gross-to-net, an independent pre-payment review, funding, the bank file, statutory filing, payslips and the journal.