Self-service toolkits

HR processes, on demand.

A la carte toolkits, each a complete set of practitioner-built documents for one HR discipline, from hiring through workplace investigations. Buy the one(s) you need, or the whole library. Every toolkit is built around current federal and New York requirements.

What’s in every toolkit

Most HR problems are documentation problems.

When a hire goes wrong, a complaint escalates, or a termination is challenged, the question is always the same: what did you write down, and does it hold up? Every toolkit is a complete set of editable documents, plus a guide on how to use them, built to produce a clear record as a matter of routine.

01

Practitioner-built

Written by a seasoned professional for business owners, HR departments of one, or new practitioners. Accessible and customizable.

02

Compliance-current

Built around current federal and New York requirements.

03

Ready to use

Fill in the brackets and go. No consultation required to make them work for your organization.

The toolkits

Complete, editable HR processes

Each is a set of ready-to-use documents with a how-to guide. Prices are one-time.

Flagship · Employee Relations

Employee Relations

Run a workplace investigation that holds up, with an investigation guide, a final report template, interview sets for every party, and a digital-evidence method for modern complexities in the age of AI. Includes full annual performance and progressive discipline processes.

Compliance

Employee Handbook

A current, New York-compliant handbook your team can adopt, including all up to date requirements, with the employee acknowledgment form.

Operations

Leave Administration

Track every leave type across your whole team in one six-sheet tool that does the accruals for you, plus the FMLA/ADA/PFL workflow, policies, and approval and denial letters.

Hiring

Talent Acquisition

A repeatable hiring process from phone screen to offer, with offer letters, 100 behavior-based questions, a collaboration and inclusion set, and a weighted scoring tool that keeps comparisons fair.

Hiring

Onboarding

Turn a signed offer into a productive employee onboarding experience with a phased checklist, a first-week schedule, a 30/60/90 plan, and a new hire paperwork and compliance tracker.

Foundation

Job Description

The process to create defensible job descriptions with the essential functions hiring, classification, and the ADA process depend on, plus a guide, an essential-functions worksheet, an FLSA reference, and four samples.

Performance

Manager Documentation

Give managers the skillset to document in a way that makes every coaching conversation, plan, and decision defensible later, with a guide, a manager’s log, 1:1 and coaching templates, and a difficult-conversation planner.

Compliance

ADA Accommodation

Manage and administer the interactive process, including a request form, written determination templates, process log, analysis guide, and accommodation notification letters.

The Complete HR Library

All eight toolkits, from hiring through investigations. The full HR infrastructure for a small team, in one purchase.

$999Save over $450 vs. individual
Purchase all toolkits

Not sure where to start?

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