Personnel Director Templates

Personnel Director Templates

There is a huge number of templates that someone in the Personnel Director 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 Personnel Director. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Employee Performance Evaluation Template
2. Job Application Form Template
3. Employee Onboarding Checklist Template
4. Employee Training Plan Template
5. Employee Exit Interview Template
6. Employee Attendance Tracker Template
7. Employee Benefits Enrollment Form Template
8. Employee Salary Review Template
9. Employee Disciplinary Action Form Template
10. Employee Satisfaction Survey Template

Reports

Reports are often prepared by a Personnel Director 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. Employee Turnover Report
2. Recruitment and Hiring Report
3. Training and Development Report
4. Performance Evaluation Report
5. Compensation and Benefits Report
6. Employee Satisfaction Survey Report
7. Diversity and Inclusion Report
8. Compliance and Legal Report
9. HR Metrics and Analytics Report
10. Succession Planning 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 Personnel Director does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Recruitment and Selection SOP
4. Training and Development SOP
5. Employee Benefits Administration SOP
6. Employee Relations SOP
7. HR Policy and Procedure SOP
8. Compensation and Rewards SOP
9. Employee Separation and Offboarding SOP
10. HR Data Management SOP

Presentations

Personnel Director 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 Review Template
2. New Hire Orientation Presentation Template
3. Diversity and Inclusion Training Template
4. Employee Benefits and Compensation Overview Template
5. Leadership Development Program Presentation Template

Legal Docs

There are several key times when a Personnel Director 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. Non-Disclosure Agreement Template
3. Employee Handbook Template
4. Performance Evaluation Template
5. Termination Letter Template

Health & Safety Templates

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

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

Calendars

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

1. Employee Attendance Calendar
2. Training and Development Calendar
3. Recruitment and Hiring Calendar
4. Performance Evaluation Calendar
5. Employee Benefits and Leave Calendar

Invoice Templates

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

1. Employee Salary Invoice
2. Benefits and Insurance Invoice
3. Recruitment and Hiring Invoice
4. Training and Development Invoice
5. Employee Expense Reimbursement Invoice

Survey Templates

For a Personnel Director to get insights related to the work they do, they need to send out Personnel Director 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. Diversity and Inclusion Survey

Meeting Agendas

Having premade Personnel Director 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. Training and Development Meeting
4. Recruitment Strategy Meeting
5. Employee Engagement Meeting

Budget Templates

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

1. Monthly Personnel Expenses Template
2. Recruitment and Hiring Budget Template
3. Training and Development Budget Template
4. Employee Benefits and Compensation Template
5. HR Administration and Operations Budget Template

Dashboards

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

1. Employee Turnover Dashboard
2. Recruitment Metrics Dashboard
3. Diversity and Inclusion Dashboard
4. Performance Management Dashboard
5. Training and Development Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Director 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. Employee Benefits Proposal
2. Recruitment and Hiring Proposal
3. Performance Management Proposal
4. Training and Development Proposal
5. Diversity and Inclusion 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 Personnel Director 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.