Employment Clerk Templates

Employment Clerk Templates

There is a huge number of templates that someone in the Employment Clerk role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Employment Clerk. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. New Hire Checklist
2. Employee Information Form
3. Timecard Spreadsheet
4. Payroll Spreadsheet
5. Performance Review Form
6. Termination Checklist
7. Job Posting Template
8. Interview Evaluation Form
9. Benefits Enrollment Form
10. Employee Handbook Template

Reports

Reports are often prepared by a Employment Clerk to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Payroll report
2. Employee attendance report
3. New hire report
4. Termination report
5. Benefits enrollment report
6. Time off request report
7. Performance evaluation report
8. Training completion report
9. Overtime report
10. Employee turnover report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Employment Clerk does and how they do it.

1. New Employee Onboarding SOP
2. Employee Leave Request SOP
3. Performance Evaluation SOP
4. Employee Termination SOP
5. Time and Attendance Tracking SOP
6. Employee Benefits Enrollment SOP
7. Employee Records Management SOP
8. Employee Training and Development SOP
9. Employee Grievance Handling SOP
10. Employee Promotion and Transfer SOP

Presentations

Employment Clerk presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Employee Performance Report
2. New Hire Orientation Presentation
3. Training and Development Overview
4. Benefits and Compensation Presentation
5. Company Policies and Procedures Update

Legal Docs

There are several key times when a Employment Clerk needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Offer Letter Template
3. Termination Letter Template
4. Non-Disclosure Agreement Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Employment Clerk ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Employment Clerk calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Employee Schedule Calendar
2. Payroll Processing Calendar
3. Recruitment and Hiring Calendar
4. Training and Development Calendar
5. Benefits Enrollment Calendar

Invoice Templates

Several types of Employment Clerk invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Payroll Invoice
2. Employee Benefits Invoice
3. Recruitment Expenses Invoice
4. Training and Development Invoice
5. Office Supplies Invoice

Survey Templates

For a Employment Clerk to get insights related to the work they do, they need to send out Employment Clerk surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Performance Evaluation Survey
3. Training Needs Assessment Survey
4. Exit Interview Survey
5. Workplace Diversity and Inclusion Survey

Meeting Agendas

Having premade Employment Clerk meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Performance Review Meeting
3. New Employee Orientation Meeting
4. Departmental Planning Meeting
5. Training and Development Meeting

Budget Templates

To manage finances well, a Employment Clerk would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Office Supplies Budget Template
4. Travel and Transportation Budget Template
5. Training and Development Budget Template

Dashboards

Dashboards are a useful way for a Employment Clerk to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Employee Attendance Dashboard
2. Recruitment Metrics Dashboard
3. Training and Development Dashboard
4. Employee Performance Dashboard
5. HR Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Employment Clerk needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Employee Training Proposal
2. Employee Benefits Proposal
3. Recruitment and Hiring Proposal
4. Performance Evaluation Proposal
5. Workplace Safety and Wellness Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Employment Clerk templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.