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FORMS & RESOURCES

Practical tools for better HR decisions.

A growing library of manager guides, checklists, and templates for the moments that matter most. Resources are educational and should be adapted to your organization and jurisdiction.

RESOURCE LIBRARY

Start with a useful framework.

MANAGER TOOL

Performance Conversation Planner

Prepare specific examples, expectations, support, and follow-up before a difficult conversation.

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CHECKLIST

New-Hire 90-Day Checklist

Manager touchpoints, role clarity, training milestones, and early retention conversations.

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GUIDE

Employee Complaint Intake Guide

Capture the right facts, protect against retaliation, and route concerns appropriately.

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TEMPLATE

Corrective Action Worksheet

A structured approach to facts, policy, prior coaching, expectations, and next steps.

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AUDIT

HR Compliance Health Check

A high-level review across records, policies, wage and hour, leave, safety, and manager practices.

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CHECKLIST

Separation Planning Checklist

Documentation, final pay, property, benefits, system access, communication, and risk review.

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NEED A CUSTOM FORM?

Templates work best when they fit your business.

CherryHRM can adapt forms, policies, checklists, and manager tools to your workforce, systems, and operating locations.

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