Guides & Templates

Our guides and templates make HR tasks easier. From checklists to policy templates, these tools are simple, useful, and ready to customize. Browse the library and download what you need to get started.

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Three colleagues in a modern office, smiling and working near a flip chart and computer—capturing the energy of shared ideas and takeaway resources.

Discover Your BEST Score

How strong is your organization’s year-round benefits engagement? Take our short Benefits Engagement Strategy Tracker (BEST) survey to find out. In just six quick questions, you’ll see where you stand and get a free Benefits Engagement Strategy Checklist tailored to your score.

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Practical Tools for Everyday HR

No need to start from scratch. These guides and templates are built to help HR leaders like you handle the details with confidence. Explore the collection below, download what you need, and keep your organization moving forward.

Navigating Uncertainty: A Leader’s Guide

Download this free guide to help managers lead with clarity, empathy, and confidence during times of change, disruption, or uncertainty.
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Two women are standing indoors, smiling and talking. One woman has short, blonde hair and wears a yellow shirt; the other has brown hair in a bun, wears a black polka dot blouse, and holds a coffee cup.

AI In the Workplace Guide and Policy Template

Navigate the future of work with our AI in Workplace Guide. Use our AI Policy Template to ensure fair and responsible AI utilization in your organization. Build
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Skills Matrix Template

Assess team skills and identify gaps with our Skills Matrix Template. A practical tool to support workforce planning, development, and smarter talent decisions.
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HR Tech Stack Inventory Worksheet

Assess whether your current technology ecosystem is supporting or slowing productivity with our Inventory Worksheet.
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Compensation Philosophy Builder

Our Compensation Philosophy Builder is a practical worksheet to help organizations design or refresh a comprehensive compensation philosophy.
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Level Up Checklist: 5 Ways to Build an Agile Workforce

Create an agile workforce with our practical guide to upskilling, digital tools, and flexibility strategies, empowering employees to thrive amidst change.
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HR Strategic Mindset Checklist

Use this HR Strategic Mindset Checklist to develop a proactive, results-driven approach that strengthens your HR practices and aligns them with business goals.
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How to Communicate Workforce Reductions with Care

Use this communication framework to approach workforce reductions with empathy, clarity, and consistency—while maintaining trust and morale.
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Sample Benefits Engagement Strategy Checklist

Download our Engagement Strategy Checklist to enhance your employee benefits communication and engagement strategies effectively.
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Two women sit together at a table, smiling and talking. One woman holds a white mug, while the other holds a pair of eyeglasses. They appear relaxed and engaged in conversation in a bright, casual setting.

Elevate, Not Replace: How AI Lets HR Focus on Impact

AI is changing HR—but not in the way many people think. Learn how to reduce administrative burden, focus on higher-value work, and create greater impact, meaning, and fulfillment in the evolving world of HR.

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Your Go-To HR Video Library

Our on-demand video library keeps you updated on the latest HR trends. Watch past sessions or find new ideas to make your company a great place to work.

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