Complete Manager Kit
This kit has 17 matching forms and tools for managing employees, from the job description to the exit interview. It's made for small businesses and new managers who don't have an HR department to lean on.
The forms follow the job from start to finish: hiring, onboarding, regular check-ins, reviews, fixing problems, time off, and the exit interview. Start wherever you need to.
Every form comes in two looks, Classic and Modern, with the same wording. Both are in your download.
WHAT YOU GET
1. Job Description (2 pages)
2. Interview Scorecard (2 pages)
3. New Hire Onboarding Checklist (2 pages)
4. First-Week Plan (2 pages)
5. 30-60-90 Day Plan (2 pages)
6. 90-Day New Hire Review (3 pages)
7. One-on-One Meeting Notes (1 page)
8. Goal Setting Worksheet (2 pages)
9. Mid-Year Check-In (2 pages)
10. Employee Self-Evaluation (5 pages)
11. Annual Performance Review (6 pages)
12. Review Comment Phrase Bank (4 pages)
13. Employee Documentation Log (2 pages)
14. Corrective Action Form (2 pages)
15. Performance Improvement Plan (3 pages)
16. Time Off Request (1 page)
17. Exit Interview (2 pages)
That's 43 pages in each look, plus a Read Me First guide.
FILE FORMATS
- Fillable PDF you can type into, or print and fill in by hand. The Review Comment Phrase Bank is a printable PDF for reading.
- Each look comes as one complete PDF and as separate single-form PDFs
- US Letter size (8.5 x 11 inches). On A4 paper, choose Fit or Shrink when you print.
- Two looks: Classic (navy, plain office style) and Modern (soft blue and cream, Poppins font)
HOW IT WORKS
Instant digital download. Unzip the folder, then open the complete PDF in the look you like, or unzip the single-form folder. The Read Me First guide walks you through filling, saving, and printing.
GOOD TO KNOW
- This is a digital download. Nothing will be mailed to you.
- You'll need a PDF reader that handles forms, such as the free Adobe Acrobat Reader. Some web browsers don't save typed entries, so save a copy, close it, and reopen it to check.
- The Modern look's Poppins font is built into the PDF, so there's nothing to install.
- I'm not a lawyer, and these forms aren't legal advice. Employment rules vary by state and country, so please have someone who knows the rules where you are look over any form you use for warnings, improvement plans, or time off.
- If a file is missing, damaged, or doesn't open, email me at thedenialdesk@gmail.com and I'll help sort it out.
- These files were made with help from AI tools.
PLEASE DON'T SHARE
You can use these forms as often as you like for your own business or organization. Please don't resell, share, or post the files.