From managing applicants or vacations to payroll accounting, Personio supports you in all your HR processes. Try it today with a free trial account, or book your very own 30-minute Demo to learn more about optimizing your processes through more efficient software.
HR Template Software
HR Templates That
Make Life 
Easier
HR templates, whether for HR documents or policies, can ensure that your work is as streamlined as possible. Paving the way for operational excellence to complete recurring processes in no time at all — giving you more time for what matters: people and strategy.
Never Do the
Same Work Twice
Whether rejection letters to applicants or onboarding checklists: Craft HR templates for tasks and processes that you need to handle frequently. That way, the most you will have to do is make adjustments. No need for error-prone copying and pasting.
Documents That Almost
Create Themselves
Add placeholders for individual employee data to HR templates
for documents like references. Personio will then automatically
use information from their digital personnel file to automate the process.
for documents like references. Personio will then automatically
use information from their digital personnel file to automate the process.
Document Management with Personio: Explained in 30 Seconds
The Right HR Template for All Your Needs
Not every email is the same, not every checklist fits every purpose. Create different document templates that match your individual needs and define whether your templates are intended for employees, managers, or external applicants.
What HR Templates Do You Need Most?
Having the right documents in place is a key element when it comes to your overall HR processes. Thankfully, Personio offers an easy way to streamline your HR templates so that you’re delivering the same level of detail, and experience, to every employee.
But, what does it take to get a proper handle on using these templates? Here are some of the most-asked questions when it comes to using them correctly…
What Is An HR Template?
An HR template can encompass a whole world of options. This could be a document like an employment contract, a policy (like working remotely), or an onboarding checklist to guarantee a pleasant employee experience.
The fact is that every template has a wide variety of uses, but one of the main benefits is both streamlining the process and ensuring consistency across recipients. When you have a template, your workflows become easier to execute, and your employees are more satisfied, as a result.
What Are Some Popular HR Templates?
Here are some of the most popular options:
- An onboarding checklist
- Job rejection letters
- Employee introduction emails
- Interview request letters or emails
- Relevant policy documents
- Employment contracts of all kinds
As you can tell, each of these is incredibly unique. And, within each of them, they all have their own nuances and differences from case to case. Using Personio, you can craft placeholders for your templates which pull employee data automatically, too.
Who Are These Templates For?
For anyone who can benefit from them! You can use a relevant template for a potential employee, a current employee, a freelancer or contractor, or managers or leadership. An HR template, when done right, should be able to satisfy a wide variety of stakeholders.
Can An HR Template Speed Up Your Work?
Templates afford you the opportunity to streamline and speed up almost all of your core HR processes. That’s because your work becomes partially-automated for you, wherein all you have to do is make sure the right information is in the right places.
Let’s work with an example, though: Let’s say a recruiter has found the perfect candidate for a whole. Using an HR template, they can reach out to them, schedule a time to chat, follow up with them, and all it takes is a few clicks of a button and they’re done.
Ultimately, it affords your entire HR department the time they need to focus on more strategic matters, rather than spending their time writing emails or contracts.