Templates & Calculators

Below you will find useful templates that can be utilized to ensure compliance with new legislation as well to conform with best practice in human resource and employee relations.

Performance Management

The following tools can be adapted for use in the performance management process of your organisation.

Appraisal Form based of Objectives

Appraisal Form for Manual Workers

Employee Self Appraisal

Evaluate the Appraisal System


Conducting Discipline

Note: These samples of letters, forms and checklists are here to help you, but users must take full responsibility for the content they send out. 

Employee Disciplinary Notice Form

Employee Notice of a Disciplinary-Meeting

Decision of a Disciplinary Meeting

Result of an Appeal Meeting


Job Descriptions

Some useful Guidelines for Job Descriptions can be found here as well as aJob Description Template.


Entering and Leaving Employment

You can utilise this Employment Application Form as a screening tool.

The Employment Interview Form can used to evaluate candidates.

The Induction Checklist can be used to ensure that new employees are fully apprised of the organisation at the start of employment.

The Exit Interview Form can be utilised by Companies to gather relevant information as an employee leaves the company.

Accident/Incident Report Form

It is vital that employers retain accurate records on incidents which may occur. Click here to download a copy of this form for use within your organisation.


Certificate of Employment Record

You should issue a terminated employee with a Certificate of Employment Record within 14 days of termination.