Human Resources Templates

Collection of templates which makes HR’s life easier. Take a step towards a more digitalised HR department by introducing an online tool for the key areas of HR and performance management. Manage onboarding, training, performance appraisals, employee evaluations and motivation with an easy-to-use online solution. You can find different templates for Surveys, 360 Evaluation and 1 to 1 as well as Team Talks. Each and every template is completely customizable inside Heartpace.

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Example

Performance appraisal talk

Employee performance appraisal talk is a structured dialogue between manager and employee carried out 2-4 times per year.
The talk aims to give a picture of how an employee perceive his/her work situation and how he/she can develop.
Together, manager and employee plan the objectives and activities that will be the focus until the next performance review.
The talk is also a tool to articulate and confirm the company's overall goals and strategies. To ensure a good and useful conversation it is important to be prepared beforehand.

Performance appraisal

In general, how do you like your work right now?

Motivate your answer, preferably with examples.

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How motivated and committed are you feeling?

Motivate your answer, preferably with examples.

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What makes you motivated and engaged at work?

Beskriv och Describe and provide examples.

 

Current state

Questions regarding the employee’s work situation in general and his/her assessment of the work environment. This part is answered only by the employee.

What are your three most prioritized tasks right now?

Describe.

 

What are the biggest challenges in the work right now?

Describe your challenges.

 
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Sales manager's succes factors/competentie assessment

Dit is een evaluatie van de competenties van een sales manager.
We geloven dat salesmedewerkers hun sales competenties continue moeten blijven ontwikkelen. Deze vragenlijst kan helpen om te kijken op welke gebieden er nog ontwikkelingen plaats moeten vinden.
In totaal zijn er 11 competentie onderdelen. Per onderdeel zijn er 5-10 vragen.

Success factors of sales work

The process of sales consists of several stages.
We believe that this questionnaire can help to explore all variety of sales competencies depending on those stages, and then decide which ones are zones for further development.

​​​​​​​Manager/Employee grades the competence in the following 11 areas on a scale from 1 to 8. If you choose 1, it means that you do not agree at all, i.e. statement is not true in your eyes. And if you choose 8 it means that you fully agree and statement is true. Please be honest when you make the evaluation.

Enthusiasm/motivation

description

Passionate about the work

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Has the motivation to do what is needed

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Sends out joy and enthusiasm

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Has a body language that radiates energy

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Involves others because of own enthusiasm

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Takes every opportunity to encourage others

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Mental strength

description

Is mentally strong

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Works daily with a positive own impact

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Satisfied and happy with life

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Aware about own expertise and areas for improvement

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Competence assessment of project manager

This evaluation is the basis for assessing your skills in the project leader role and occurs once a year at the Company. The assessment is carried out by the project manager's supervisor and colleagues in the assignments. The project manager also makes his own self-assessment. The assessment criteria are based on the key competences that are important in the role of project manager.

Project manager competence assessment

Organization and delivery process

Organizes and prioritizes his/her tasks independently, focusing on reaching agreed goals as effectively as possible.

 

Area for development

Meets expectations

Above expectations

Always have good planning and develop realistic time plans

 

Area for development

Meets expectations

Above expectations

 
 
 

Follows Company's methodology and delivery process in achieving project's mission.

 

Area for development

Meets expectations

Above expectations

 
 
 

Communication (oral and written)

Adapts his/her language and explanations to the recipient on its own initiative, and supports various types of information with behaviors and body language. Writes information that is short, relevant and adapted to the recipient. Do not use more words than necessary to convey written information.

 

Area for development

Meets expectations

Above expectations

- Uses words that people understand, clarifies technical terminology or jargon

 

Area for development

Meets expectations

Above expectations

 
 
 

- Takes responsibility for regular communication about the status of the assignments and the projects. (both internally and externally)

 

Area for development

Meets expectations

Above expectations

 
 
 

- Takes responsibility in both - words and actions where some deviations have occurred during the project execution

 

Area for development

Meets expectations

Above expectations

 
 
 

- Communicates questions and answers both verbally and in writing in a structured manner.

 

Area for development

Meets expectations

Above expectations

 
 
 

- Leads the team and the customer in the different phases of the project through dialogue, transparency and feedback.

 

Area for development

Meets expectations

Above expectations

 
 
 

- Has very good ability to control the team on time and budget.

 

Area for development

Meets expectations

Above expectations

 
 
 

- Is confident and trustworthy in the steering committee.

 

Area for development

Meets expectations

Above expectations

 
 
 
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Exit interview

This is an exit interview and it is to be conducted between an HR manager and an employee, who wants to terminate employment at the Company.
The purpose of the conversation is to understand what was the employee experience and to figure out possible improvements for the Company.
The employee should be given time to prepare for the exit interview.

Introduction

description

What are the main reasons why you have decided to leave the Company?

description

 

What was the main reason for you to start working at the Company?

description

 

Evaluate the following questions and please comment

The scale is 1-5, where 1 = Do not agree at all and 5 = Fully agree.

Onboarding process

I got a good introduction to my duties and work at the Company. Feel free to comment.

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Salary review talk

This is salary review talk which aims to share the manager´s appraisal of the employee´s achievements in connection with compensation matters.
Normally salary review talk should be conducted after performance appraisal talk so that in employee mind would appear a connection between performace and pay.
The setting of the salary rates sould be based on common values and guidelines, collaboration, explicit responsibility and communication.
The manager as well as the empoyee will go through and answer the following 9 questions.

Salary criteria and policy

description

Do you as an employee have any questions or concerns regarding the salary criteria and policy?

To be answered only by the employee.

 

How would you assess your performance and competences in relation to the salary criteria and policy?

To be answered by the manager as well as by the employee.

 

Evaluation

The employee´s performance and contribution

Results and objectives

 

Development area

According to expectations

Beyond expectations

Works effectively towards the objectives

 

Development area

According to expectations

Beyond expectations

 
 
 

Plans and evaluates the work

 

Development area

According to expectations

Beyond expectations

 
 
 

Priorities the activities

 

Development area

According to expectations

Beyond expectations

 
 
 
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Employee survey

Welcome to the employee survey! 
This survey has 10 sections to answer and takes approximately 25 minutes
Majority of questions are to be answered with a scale between 1 and 5 to indicate how little or how much you agree with the statement.
1 = Do not agree at all ... 5 = Fully agree
We ask you to respond spontaneously.

Situation in general

1 = Do not agree at all ... 5 = Fully agree

I feel engaged at work

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I would recommend to a friend to work here

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Working environment

1 = Do not agree at all ... 5 = Fully agree

I have clear goals to work towards within my work area

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I understand how I contribute to the overall goals of the organization

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I can apply my knowledge and skills in my work

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I feel that my work is meaningful

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I can influence how I perform my daily work

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My colleagues treat me with respect

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I get appreciation from my boss when I do a good job

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I find that there are good opportunities for me to develop in my work

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I have a good work-life balance

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Thermometer employee survey

We would like to know about your experience at work and your current working situation.
Therefore we ask you to answer 15 questions that are connected to commitment and motivaton matters.
The survey takes about 5 minutes to answer. All answers are treated anonymously.

Thermometer

Below you find 15 statements that you should judge on a scale of 1-5 where 1 = does not agree at all and where 5 = fully agree.

I have clear goals for my work

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I have the resources I need to be able to do my work

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I use my strengths while doing my work

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I get recognition/praise when I do a good job

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During the last working week, I have been recognized for a good job

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I feel that I have opportunities to develop at work

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I feel that I can influence my situation and my opinion counts

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I feel that my work is important and meaningful

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My colleagues are committed to doing a good job

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It is a good atmosphere in my workplace

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Want to use one of our templates?

Human Resources Templates help each HR professional do the most effective, people-first performance management. With Heartpace HR questionnaire you can save your preparation time for HR surveys, 1 to 1 talks, any HR research and get clear, collected in one place results and statistic.

Templates for Onboarding

Our templates for effective onboarding helps you bring a new employee into a new team easily. Welcome a new team member and avoid confusing moments with a well-organized onboarding process. Templates can help new employees toget an overview of the company culture, values and goals, ass well as control all employment paperwork and other small things which are important at the beginning.

  • Templates for Measuring Employee Engagement

    Surveys that measur employee engagement shows how enthusiastic, fulfilled and motivated employees are in their everyday work. It's also a level of employee engagement in achieving company goals. This tool allows getting insights which help you identify and address problems. Discover opportunities to boost employee commitment and satisfaction.

  • Templates for Employee Growth and Development

    Help your employees to find the direction of their professional growth and successful career. Use our templates and start to create a Personal Development Plan with right 1 on 1 Talk. Then you will able to support your employee with ongoing performance talks.

  • Templates for Employee Performance Reviews

    Obviously, we have templates for the most challenging part of HR work - Performance Review. We believe that our approach helps you get employee-oriented, painless performance evaluation for each Heartpace user.

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