Employee Relations Templates
Sensitive situations demand a consistent, well-documented process. These investigation, disciplinary, and grievance templates help you act fairly and keep the paper trail that protects everyone involved.
16 templateseach as a branded PDF and an editable CSVmost downloaded first
All Employee Relations templates
Disciplinary Action Form Template
A disciplinary action form for every step, from a documented verbal warning to a final warning: incident, prior steps, expectations and consequences.
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Employee Complaint Form
An employee complaint form to report harassment, discrimination, safety, or conduct concerns with the details HR needs to take action quickly and confidentially.
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Employee Grievance Form Template
An employee grievance form that captures the complaint, desired outcome, and prior steps so HR can investigate fairly and resolve concerns through a clear process.
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Employee Reference Letter Template
Three sample reference letters (strong performer, neutral, early career), a facts checklist, and US/UK defamation, consent and retaliation rules.
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Employee Relations Case Log
An employee relations case log to track grievances, investigations, and disciplinary cases in one place — with status, owner, and outcome for oversight and reporting.
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Layoff Letter Template
Four layoff letter samples (position elimination, RIF with severance, furlough, temporary layoff) plus WARN Act, state mini-WARN, and OWBPA checklists.
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Performance Counseling Template
A performance counseling template to address underperformance constructively — clarifying expectations, root causes, support, and measurable goals before formal action.
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Progressive Discipline Policy Template
A progressive discipline policy with four steps, a skip-step misconduct list, warning expiry periods, investigation and appeal rules, and at-will language.
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Reasonable Accommodation Request Form
A reasonable accommodation request form for ADA, PWFA, and religious requests: employee section, interactive-process log, medical questions, and decision.
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Resignation Acceptance Letter Template
Seven resignation acceptance letters: standard, shortened notice, garden leave, pay in lieu, after a declined counter-offer, rehire eligible, and email.
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Return to Work Interview Template
A return to work interview template to welcome employees back after absence, confirm fitness for work, and arrange any support or adjustments they need.
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Termination Letter Template
A termination letter confirms the last day, final pay and benefits. Samples for cause, performance, layoff, probation, job abandonment and contract end.
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Workplace Conflict Resolution Template
A workplace conflict resolution template to structure a mediated conversation between employees — surfacing issues, finding common ground, and agreeing next steps.
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Workplace Incident Report Form
A workplace incident report form with injury details, witness statement fields, a 5 whys root-cause section, corrective actions, and OSHA/RIDDOR deadlines.
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Workplace Investigation Template
A workplace investigation template covering scope, interviews, evidence, findings, and recommendations so HR runs fair, thorough, and well-documented investigations.
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Written Warning Template
A written warning template that records the issue, prior conversations, clear expectations, and consequences so formal warnings are fair, specific, and defensible.
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