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.

    form

  • 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.

    form

  • 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.

    form

  • Employee Reference Letter Template

    Three sample reference letters (strong performer, neutral, early career), a facts checklist, and US/UK defamation, consent and retaliation rules.

    template

  • 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.

    tracker

  • Layoff Letter Template

    Four layoff letter samples (position elimination, RIF with severance, furlough, temporary layoff) plus WARN Act, state mini-WARN, and OWBPA checklists.

    template

  • Performance Counseling Template

    A performance counseling template to address underperformance constructively — clarifying expectations, root causes, support, and measurable goals before formal action.

    form

  • 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.

    policy

  • Reasonable Accommodation Request Form

    A reasonable accommodation request form for ADA, PWFA, and religious requests: employee section, interactive-process log, medical questions, and decision.

    form

  • 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.

    template

  • 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.

    form

  • 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.

    template

  • 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.

    template

  • 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.

    form

  • Workplace Investigation Template

    A workplace investigation template covering scope, interviews, evidence, findings, and recommendations so HR runs fair, thorough, and well-documented investigations.

    template

  • 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.

    form