Workplace Relations Adviser Templates

Looking for Workplace Relations Adviser Templates to download? See the main templates that a Workplace Relations Adviser would use in their day-to-day work.

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Workplace Relations Adviser Templates

There is a huge number of templates that someone in the Workplace Relations Adviser 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 Workplace Relations Adviser. 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 Review Template
2. Workplace Investigation Report Template
3. Employee Grievance Form Template
4. Workplace Policy and Procedure Template
5. Employee Termination Letter Template
6. Workplace Health and Safety Checklist Template
7. Employee Training Needs Assessment Template
8. Workplace Diversity and Inclusion Survey Template
9. Employee Satisfaction Survey Template
10. Workplace Conflict Resolution Plan Template


Reports are often prepared by a Workplace Relations Adviser 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. Performance Appraisal Report
3. Workplace Incident Report
4. Training Needs Assessment Report
5. Diversity and Inclusion Report
6. Employee Satisfaction Survey Report
7. Compliance Audit Report
8. Workplace Health and Safety Report
9. Grievance and Dispute Resolution Report
10. HR Metrics and Analytics Report


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


Workplace Relations Adviser 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 HR Metrics Report
2. Employee Engagement Survey Results
3. Workplace Diversity and Inclusion Initiatives
4. Performance Management Review
5. Training and Development Program Updates

Legal Docs

There are several key times when a Workplace Relations Adviser 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 Contract Template
2. Workplace Policies and Procedures Template
3. Performance Improvement Plan Template
4. Termination Letter Template
5. Workplace Investigation Report Template

Health & Safety Templates

Health & Safety templates for a Workplace Relations Adviser 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 Meeting Minutes Template
4. Workplace Inspection Checklist Template
5. Emergency Response Plan Template


Setting up Workplace Relations Adviser calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Employee Leave Calendar
2. Training and Development Calendar
3. Performance Review Calendar
4. Recruitment and Hiring Calendar
5. Compliance and Legal Calendar

Invoice Templates

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

1. Monthly Consultation Services Invoice
2. Training and Development Invoice
3. Recruitment Services Invoice
4. Employee Relations Consultancy Invoice
5. HR Policy and Procedure Development Invoice

Survey Templates

For a Workplace Relations Adviser to get insights related to the work they do, they need to send out Workplace Relations Adviser 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. Workplace Diversity and Inclusion Survey
5. Exit Interview Survey

Meeting Agendas

Having premade Workplace Relations Adviser 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. Grievance Resolution Meeting
4. Training and Development Meeting
5. HR Policy Update Meeting

Budget Templates

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

1. Monthly Operating Budget Template
2. Employee Compensation Budget Template
3. Training and Development Budget Template
4. Recruitment and Hiring Budget Template
5. Employee Benefits Budget Template


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

1. Employee Engagement Dashboard
2. Performance Management Dashboard
3. Diversity and Inclusion Dashboard
4. Training and Development Dashboard
5. Compliance and Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Workplace Relations Adviser 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 Relations Proposal: This proposal outlines strategies for managing employee relations issues, including conflict resolution and communication strategies.
2. Diversity and Inclusion Proposal: This proposal focuses on promoting diversity and inclusion in the workplace, including training programs and policy development.
3. Performance Management Proposal: This proposal outlines strategies for managing employee performance, including goal setting and performance reviews.
4. Recruitment and Selection Proposal: This proposal focuses on strategies for recruiting and selecting top talent, including job postings and interview processes.
5. Training and Development Proposal: This proposal outlines training and development programs for employees, including skills training and leadership development

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 Workplace Relations Adviser 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.

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