Is your people documentation up to scratch?
While managing a growing business, reviewing your HR setup might not always be your top priority.
However, having the right HR documentation in place for your team is essential. Not only does it contribute to a positive employee experience, but it also protects your company from potential disputes and ensures compliance with ever-changing employment laws.
What HR Documentation do I need?
Our HR experts will work with you to design / review/ update your:
- Employment contracts
- HR policies
- Employee handbook
- Job offer packs
Why is HR documentation important?
- Give your people the structure they need with clear, jargon free HR documents
- Have comfort your business is protected with legally compliant people documentation
- Reduce the risk of employee grievances and employment tribunals

Free up your internal resources to focus on your core business, while we handle your documentation
A Job Description gives both the business and the employee a clear idea of the necessities of a specific Job. The JD templates outlines every one of the obligations and duties that are related to a specific job role. It likewise gives a sign of the sorts of abilities that are required to efficiently carry out that specific work. For the most part, a nitty-gritty JD will comprise of all the significant information of any specific employment like Job Role, Job Title, Responsibilities, Job Summary, and so on.
An Employment contract is a written proof of the professional relationship between an employer and an employee. The document is explicit to an employee or to a whole organization. An employment contract can totally negate voluntarily work, which makes it a helpful document for luring new employees.
It is a signed piece of document that acts as proof of the agreement between an employer and an employee. The employment contract states the rights & responsibilities of both parties.
The selection procedure has many steps, for example, screening, interviewing, meeting, selection, induction, and onboarding. A hiring specialist plays out every one of these procedures to choose a qualified candidate the shortlisted ones.
All these processes need to be recorded in official documents to keep a track of how and where the process is heading.
The following documents are vital when it comes to the recruitment process,
1.Offer Letter
2.Manpower Requisition
3.Job Description
4.Employment Agreement and Contract
5.Recruitment Tracker
6.Candidate Evaluation Form
7.Reference Check Guide
A Performance Appraisal Document helps in performance management and measurement for both parties.
A strong performance management system is based on the simple concept of SMART goals (Specific. Measurable. Attainable. Relevant. Time-based)
Also, the feedback exercise can help an organization in the basic future decision-making process. For the board, input from an employee can prompt upgrades in procedures and the management style.
Creating a standardized and a uniform format to define performance and in setting goals across various levels of employees.
Following are some of the Performance appraisal document examples,
1.Performance Management Process
2.Performance Review
3.Performance Improvement Plan
4.Performance Appraisal Letter
5.Performance Warning Letter
6.KRA
An employee handbook consists of all the procedures, policies, authority & responsibility, and expectations from a certain employee who is carrying out a specific job in the organization.
It is one of the important HR documents as it contains businesses’ administrative procedures. Generally, it is handed over to an employee on the first day of employment. The employee handbook is utilized by employers to outline important policies of the company and to protect the roles and responsibilities of both the employer and the employee.
An employee handbook contains legal information like employment policies, anti-harassment policies, as well as the expected level of safety for employees in the organization.
An employee handbook forms a very important part of the employee policies of a company.
An employee compensation package consists of cash and kind payments that an employer gives to an employee in exchange for the service provided by the employee.
Businesses require manpower. Manpower must be compensated, and compensation must be right, leaving no room for errors or complaints. The employee compensation documents form a part of the Important HR documents of any organization.
The employee compensation module contains the following documents,
1.Salary Structure
2.Components of the Compensation package
3.Bonus Calculation
4.Increment Calculation
5.TDS Calculation
6.Salary Slips
7.ITR Declaration
For a business to run proficiently and comply with the statutory requirements, it is vital to keep up specific records and registers. Maintaining such records and registers are significant for satisfying the statutory disclosure purposes. Keeping up such records helps in guaranteeing that the activities of the business are systematic.
The following are essential statutory documents that need to be maintained by an organization,
1. PF, ESIC, and MWLF
2. ESIC New Wage Ceiling
3. Wage Ceiling Under EPF Act
4. Payment of Gratuity Act
5. Professional Tax
6. Statutory Forms
7. Rules for Statutory Deductions Exemptions Perquisites-Payroll
Employee Onboarding is nothing but making the new employees understand things related to the organization and welcoming them onboard. Helping new employees integrate into the company and its culture is the main objective of Employee Onboarding.
The onboarding process is a strategic one so that the employee feels like a part of the organization, this helps in improving the efficiency of performance of the new employee and the organization as a whole.
The onboarding procedure needs a lot of important HR documents for the efficient onboarding process, here are some of the docs related to employee onboarding,
1.Onboarding Checklist
2.Employee Induction
3.New Employee Announcement Email
4.Employee Welcome Email
5.New Hire Checklist
6.Job Offer Email
7.Company Policies Checklist for New Hires
8.Welcoming New Employees
9.Appointment Letter
Your HR Dept. has to look after all the documentation requirements of your employees. They have to track and record all the relative data about the employee of the organization. HR has to keep track of all the records and reports of the employee throughout their time in the organization.
Here’s a list of all the employee management and record-keeping documents,
1.Employee Master File
2.Acceptance of Employee Apology All Purpose
3.Admin Manual
4.Stationary Request template
5.Warning Notice for Attendance Issues
6.Warning Notice for Behavior Issues
7.Warning Notice for General Behavior Issues
8.Warning Notice for Performance Issues
9.Warning Notice for Misbehavior on Specific Date-Occasion
10.Job Suspension during Misconduct Investigation
11.Post Probation Increment Certificate
12.Ad-hoc Designation Change Certificate
13.Ad-hoc Increment Certificate
14.Appraisal Certificate with Increment and Promotion
15.Appraisal Certificate with Promotion without Increment
16.Experience or Relieving letter with praise
17.Experience or Relieving letter
18.Full-n-Final Settlement with Confirmation
19.Internship Experience Certificate with Praise
20.Internship Experience Certificate
21.Lay-off due to CO-BU-Dept Shutdown
22.Final Warning Notice for Attendance Issues
23.Final Warning Notice for Behavior Issues
24.Final Warning Notice for Performance Issues
25.Relieving Letter after Resignation
26.Resignation Acceptance General Key Employee
27.Resignation Acceptance General
28.Resignation Withdrawal for Growth Prospects
29.Resignation Withdrawal for Role Change
An employee may a company for various reasons, ranging from not fitting into the work culture to getting a better opportunity elsewhere. In some cases, they could be terminated due to poor performance. In either case, an employer has to follow a specific procedure as given in the exit process of the company to ensure a smooth process for both the employer and the employee.
Following are Important HR documents when it comes to the exit process,
1.Leaving Formalities
2.Relieving Letter
3.Exit Interview
4.Clearance Form
5.Full & Final Settlement

