Practitioner-built HR toolkits
HR processes that hold up when it counts.
Editable documents plus a detailed guides for using them, written by a seasoned HR practitioner. Buy one, buy the set, or start with the free guides.
Employee relations
Your ER department, organized.
Whether you have one case on your desk or you need to establish a disciplinary process, start where you are.
Flagship
ER Investigation Toolkit
Run an investigation that holds up from the first complaint to the final report, including what to do when the evidence is a screenshot in the age of AI.
- Step-by-step investigation guide
- Final investigation report template
- Interview question sets for complainant, respondent, and witnesses
- Digital evidence method for screenshots, texts, and AI-generated content
- Chain of custody log
- Evidence reliability rating system
Investigation Report KitStarter$19
The essentials for one well-documented case.
- Final investigation report
- Incident intake report
- Interview notes template
- Case timeline
Manager DocumentationPerformance$59
Give managers a way to document coaching, performance, and discipline that still makes sense a year later.
- Documentation guide, including state personnel file laws
- Manager’s log and 1:1 templates
- Progressive discipline process with warning forms
- PIP, appraisal, and self-assessment
- Difficult conversation planner
ADA AccommodationCompliance$49
Run the interactive process the same way every time, with a paper trail to match.
- Request form and process log
- Analysis guide
- Written determination templates
- Accommodation notification letters
Best value for ER
ER Pro Bundle
ER Investigation Toolkit, Manager Documentation, and ADA Accommodation. The three processes that can be the most complex, made manageable.
Toolkit plus training
Want the training too?
Each course in Applied HR: Employee Relations in Practice breaks down the theory and practical application for each topic. If you’re interested in gaining more knowledge on the toolkit topic, consider enrolling in the corresponding course to build your knowledge and skillset.
| Course | Price | Corresponding Toolkit |
|---|---|---|
| ER Foundations | $75 | — |
| Building a Positive ER Framework | $75 | — |
| Managing Conduct & Performance | $99 | Manager Documentation toolkit |
| Navigating LOAs | $99 | Leave Administration toolkit |
| Workplace Investigations | $149 | ER Investigation Toolkit |
| All five courses | $449 | All three toolkits above |
SHRM and HRCI recertification credit is available on qualifying programs.
Buying for a team?
Build the ER function with me.
Team licenses cover your whole HR group. If you want more than documents, I’ll audit your current ER process, customize the system to your organization, and train the people who run it.
Small business
HR that holds up, without an HR department.
Every toolkit is a finished process: the documents, the order you use them in, and a plain-English guide. Fill in the brackets and go.
Start here
Manager Documentation
Most HR trouble in a small business starts with a performance problem nobody wrote down. This toolkit walks you from the first coaching conversation through a warning, a PIP, or a termination, with every form you need along the way.
- Documentation guide, including New York’s new personnel file law
- Step-by-step progressive discipline process
- Verbal, written, and final warning forms
- Performance improvement plan
- Employment separation letter
- Performance appraisal, ratings key, and self-assessment
- Manager’s log and 1:1 meeting template
- Difficult conversation planner
Employee HandbookCompliance · New York$79
A current, New York-compliant handbook your team can actually read.
- Full handbook template
- All current NY requirements
- Employee acknowledgment form
Talent AcquisitionHiring$59
A repeatable hiring process from phone screen to offer.
- Offer letter templates
- 100 behavior-based interview questions
- Collaboration and inclusion question set
- Weighted candidate scoring tool
OnboardingHiring$49
Turn a signed offer into a productive first 90 days, then keep the people you hired.
- Phased onboarding checklist
- First-week schedule
- 30/60/90 plan
- New hire paperwork and compliance tracker
- Stay interview guide and questions
Job DescriptionFoundation$49
Defensible job descriptions with the essential functions that hiring, classification, and ADA decisions rely on.
- Step-by-step guide
- Essential functions worksheet
- FLSA classification reference
- Fillable job description template
- Eleven sample job descriptions, from bookkeeper to barista
Leave AdministrationOperations$69
Track every leave type across your team in one tool that does the accruals for you.
- Six-sheet leave tracker with auto accruals
- FMLA, ADA, and PFL workflow
- Leave policies
- Approval and denial letters
ADA AccommodationCompliance$49
Handle accommodation requests properly the first time someone asks.
- Request form and process log
- Analysis guide
- Determination templates
- Notification letters
Starter set
Small Business Essentials
Employee Handbook, Talent Acquisition, Onboarding, and Job Description. Everything between “we’re hiring” and “welcome aboard.”
Everything
The Complete HR Library
All eight toolkits, from hiring through investigations. The full HR infrastructure for a small team in one purchase.
Rather hand it off?
Get a senior HR partner on retainer.
If you’d rather have someone in your corner than a folder of templates, I take on a limited number of Fractional CHRO clients.
Most HR problems are documentation problems.
When a hire goes sideways, a complaint escalates, or a termination gets challenged, someone eventually asks what you wrote down. These toolkits make a clean record the default.
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Two free guides. One sign-up.
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Investigation Summary Report
An editable report, a one-page guide, and a filled-in sample case so you can see what “done well” looks like.
Trust But Verify
How to check a screenshot, text, or recording before it becomes evidence in your investigation.
Questions
Before you buy
I’m not in New York. Will these work for me?
Most of them, yes. The investigation, manager documentation, ADA, hiring, onboarding, and job description toolkits follow federal requirements and HR best practice that apply anywhere. The Employee Handbook and parts of Leave Administration are built for New York, so check your state’s rules before using those as-is.
Can I expense this through my employer?
Yes. You’ll get a receipt with your purchase, and I can send an invoice made out to your company if your finance team needs one.
Is this legal advice?
No. I’m an HR professional, not an attorney. These toolkits reflect HR best practice and current requirements, and for anything high-stakes, I always recommend a review by employment counsel.
I bought a toolkit. Should I enroll in a course?
You don’t have to; all toolkits come with detailed instructions on how to run them. That said, if you’re looking to build your understanding, the course is an excellent companion for the toolkit.
What format are the files in?
Editable Word and Excel files, so you can add your logo, adjust the language, and save them wherever your team keeps documents.
Not sure where to start?
We should talk.
I’ll point you to the right toolkit, or tell you if you need something else entirely.