A simple, consistent way to document issues as they happen, and to close out every plan and departure in writing.
Ready-to-edit Word and Excel files. Fill in the shaded fields and save a master copy.
Guides and templates are general guidance, not legal advice. Always review with your legal counsel before using or sending anything based on them. State notes cover California, New York, Illinois, Texas, and Florida.
A simple, consistent way to document issues as they happen, and to close out every plan and departure in writing. Written for managers and HR leads at small and growing companies, in plain language, with federal rules and state notes for California, New York, Illinois, Texas, and Florida.
The 10-page guide covers what good documentation looks like; notes that hold up; how to close every plan; what to keep and where; state notes for CA, NY, IL, TX, and FL. It comes with 3 editable Word and Excel templates: Documentation Log, PIP Close-Out Letters, Resignation Acceptance Letter. It is also part of the Performance & Exit Kit.
Price: $49, one-time purchase, instant download. General guidance, not legal advice: review finished documents with your legal counsel.
Notes written the same day, with facts, dates, the policy or expectation involved, and the employee's response, stored securely.
In some states, yes. California and Illinois give employees the right to inspect their personnel records, so write every note as if the employee will read it.
No. ModuleHire HR guides and templates are general guidance. Review anything that affects an employee with your legal counsel before you use it.
Right after checkout you get a download page and an email link. Everything you buy also lives in your library at hr.modulehire.com/library.html, so you can download it again any time.
Guides on topics where state law matters, such as pay, leave, hiring, and terminations, include state notes for California, New York, Illinois, Texas, and Florida alongside federal rules.