Hiring and HR form templates: applications, onboarding and reviews
People management runs on forms: an application, a pre-screen, a reference, the new starter's details, a leave request, an expense claim, a review, an exit interview. These templates give small teams a consistent way to handle each, without buying an HR system.
11 templates in this category
Job applicationCandidate details, motivation, CV and availability.
Candidate screeningShort pre-screen before a first interview.
Employee onboardingNew hire details, emergency contact and equipment.
Leave requestEmployees request time off.
Expense claimEmployees claim back expenses with receipts.
Exit interviewUnderstand why someone leaves and what could improve.
Reference checkA referee answers questions about a candidate.
Performance self-reviewEmployees reflect on achievements and goals.
Employee satisfaction surveyAnonymous pulse survey for a team.
TimesheetHours worked on a project during a week.
Freelancer detailsCollect the details to pay and contract a freelancer.
Choosing the right one
For recruiting, use the job application, the candidate screening and the reference check. For new hires, the employee onboarding or the freelancer details form. For the working year, use the leave request, expense claims, timesheet, self-review and the satisfaction survey. The exit interview closes the loop.
- Collect only the personal data you need and delete unsuccessful applications after a reasonable period
- Use the same form for everyone in the same situation, which is fairer and easier to compare
- Treat reviews, surveys and exit interviews as confidential, and limit who reads them
Questions people ask
- Is this an HR system?
- No. These forms collect and record information. Approvals, payroll and tracking happen in your own process.
- Is employee data protected?
- Responses and uploaded files are stored encrypted on the server, and only the owner of the form can open them. Data-protection rules still apply to what you collect.