Your TOOLKIT to Human Resource MANAGEMENT

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• Your TOOLKIT to Human Resource MANAGEMENT

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The HR Toolkit includes checklists, templates
and systems on the following areas

• Employee Details
• Recruitment process
• Job descriptions
• Employee Selection
• HR Systems and Templates
• Performance Appraisals
• Employee Development

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1. Employee Details

• It is fundamental that all companies have in
  place the basic systems
• that aid in recording, updating and managing
  personal and financial
• information. Therefore forms that record personal
  details, annual
• and sick leave, reimbursement claims and payment
  details help to
• manage a companys human resources. The CD
  includes the
• following
• Personal Detail Form
• Payment Form Banking Details
• Expense Form
• Leave Form

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Sample Employee Leave Form
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2. Recruitment Process

• You need to write an advertisement that will
  attract the right person, as well as keep
• inappropriate candidates from applying. When
  writing the advertisement you have to
• keep in mind what is going to attract the type of
  person you want. That is, what
• important features of the job or the company will
  entice the type of person you are
• looking for?
• You need to include a section within the
  advertisement that clearly states the type of
• skills and length of experience needed for the
  position. This will hopefully deter
• inappropriate candidates from applying. The CD
  includes the following advertisements
• Advertisement for an Accountant
  Advertisement for a Client Services Manager
• Advertisement for a Senior Manager
  Advertisement for a Practice Manager

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Sample Job Advertisement
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3. Job Description

• Hiring the right people is essential if your
  business is to expand.
• Most small business owners are scared at the
  prospect of hiring
• new team members. The first task before hiring a
  new team
• member is to write their job description. You
  need to know
• what youre looking for in the new team member
  with regards
• to skills and responsibilities. The CD includes
  the following JD
• templates
• Junior Graduate JD
  Intermediate Accountant JD
• Senior Accountant JD Practice
  Manager JD
• Client Services Assistant JD Client
  Services Manager JD
• Partner JD

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Sample Senior Accountant
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4. Employee Selection

• Whether it is unstructured and non-directive or
  highly structured and patterned
• the employment interview is still the most widely
  used selection technique. As
• would be expected, research supports that the use
  of a structured interviews
• yield more accurate results than an unstructured
  approach. By following a
• structured approach an interviewer ensures that
  all relevant information is
• systematically covered. Furthermore it is vitally
  important that the interview
• process is documented via the aid of checklists
  and assessment forms so that an
• accurate and advantageous judgment can be sought.
  
• Behavioural Interview Questions Applicant
  Evaluation Form
• Interview Criteria Checklist
  Interview Template
• Reference Checklist
  Grievance Checklist

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Sample Applicant Evaluation Form
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Sample 2 Behavioral Questions
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5. HR Systems and Templates

• Employee contracts, induction procedures and exit
  checklists are vitally
• important components of any Human Resource system
  as they provide
• parameters of, and guidance to, company
  procedures and expectations.
• In essence HR systems assist companies to manage
  and appropriately
• respond to their human capital in a way that is
  beneficial to both
• parties, thus the employee and the employer.
• Recruitment Policy Guidelines
  Induction Checklist
• Induction Checklist 2
  Applicant Rejection Letter
• Applicant Acceptance letter
  Contract Template
• Exit Interview
  Exit Checklist

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Sample Contract Template (Page 1 2)
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Sample 2 Exit Interview
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6. Performance Appraisals

• A good Performance Appraisal System has the
  ability to drive the
• business forward and assist team members to reach
  their full
• potential. By implementing sound performance
  appraisal
• principles you have the ability to develop a
  culture that strives for
• continuous improvement. In addition effective
  performance
• management has been proven to increase employee
  morale and
• productivity.
• Graduate/Junior Accountant PA
  Intermediate Accountant PA
• Senior Accountant PA
  Client Services Assistant PA
• Client Services Manager PA
  Practice Manager PA

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Sample Senior Accountant PA
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Sample Continued
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Sample Continued
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7. Employee Development

• Employee Development involves both Training and
  Development and Career
• Development initiatives. It is critical to
  regularly assess your employees with
• regards to these two areas in order to promote
  continual growth. Thus training and
• development appraisals help employees learn how
  to effectively perform their job,
• improve their performance and prepare themselves
  for more senior positions. Such
• initiatives can substantially enhance employee
  knowledge, skills and
• competitiveness. In addition career planning and
  development programs benefit
• both employees by identifying employee career
  goals, possible future job
• opportunities and personal improvement
  requirements and the organisation by
• ensuring that qualified employees are available
  when job vacancies arise.
• Probation Review Form Individual
  Training Development Performance Form
• Career Development Plan Team Development
  Plan

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Sample - Probation Review Form
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Sample 2 - T D
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In Summary...

• Although managers cite human resources as a
  firm's most important asset, many organisations
  lack the systems and procedures in place to
  effectively and advantageously manage and prosper
  such resources. Human resource systems play an
  imperative role in any conglomerate as they
  assist in the productive use and management of
  people in order to achieve both organisational
  and employee objectives and future aspirations.
  If you are a business executive or a human
  resource manager, you will want to implement
  these easy to manage HR systems that will
  compliment your business objectives and will
  further assist you in effectively managing your
  team.
• It would take me days, maybe weeks to put
  together a system of templates for the size if
  our firm, GPL has done it all for only 395!
  Thats one hour of chargeable time...
• Melanie Cassy MCC