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.
Template Onboarding Tasks with HR Software

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.
Documents Templates in HR Software
Invitation Email Template in HR Software

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.

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People Workflow Automation unlocks your company’s productive potential, by turning manual processes into automated workflows that connect tools, align stakeholders, and accelerate business like never before.

Document Management with Personio: Explained in 30 Seconds

Your Personal Web Demo

Want to know if Personio can help your teams? Our experts will guide you through the platform in a free demo, tailored to your exact business needs.

  • Introduction to all product features
  • Focus on the elements you’re interested in
  • Answers to any questions you have
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Book Your Free Demo

We will only contact you to book an appoint that works for you and understand your specific requirements.

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.