Employee lifecycle form pack

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At the heart of most HR and performance management processes are forms that help guide our interactions and record vital details. A well designed form can ease the process or activity, and facilitate the effective exchange and recording of information, as well as encourage HR and management best practices. But, as any HR professional will tell you, designing effective human resource forms is not a simple task.

Performance management forms for the entire employment lifecycle

To help make it easy, our Employee lifecycle form pack includes a complete set of ready to use forms that support proven best-practices in talent management — from hire to retire. Best of all, it's included free with Halogen Performance™.

And our performance review, goal setting and performance improvement plan forms comply with the Performance Management Standard put out by the American National Standards Institute Inc. (ANSI) in partnership with the Society for Human Resource Management (SHRM).

Best of all, these forms are included free with Halogen Performance.

Here's a sampling of the forms you'll find in our Employee lifecycle pack; each form includes a quick description of its purpose and guidance for use:

New hire checklist

Use this checklist to document and track the completion of important tasks for new employees.

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90-day new hire survey

Understand what is working well and what is not working well for new employees.

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Goal setting

Document the specific objectives an employee is expected to achieve over a determined period of time.

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Performance appraisal - numerical scoring

Evaluate employee performance results, contributions and accomplishments using textual ratings, and communicate performance

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Performance appraisal - textual ratings

Evaluate employee performance results, contributions and accomplishments using textual ratings, and communicate performance expectations and support ongoing employee development.

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Career development plan

Help employees prepare for career advancement.

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Performance improvement plan

Document the process for resolving a persistent performance gap.

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Stay interview

Help managers understand what motivates and what frustrates their employees, so they can more effectively retain high performers.

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Exit survey

Understand why employees are leaving and what, if anything, we could have done to keep them.

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