It is a good idea to have a financial summary at the end of the year. This is because it helps one know where they stand financially. You can strategically plan for the year ahead according to your financial position. It is possible to even make informed decisions. A company or individual may want to create a financial summary and this will help figure out the company or person’s financial health. A document that can be helpful here is a year-end financial summary template. This document helps a company or individual know how much they have spent in the year…

Companies have different policies that employees need to know and follow. Without these policies, the company cannot function properly. All employees need to know what rules are in place. Some businesses may have compliance training where employees are trained about the policies. An organization needs to know whether all employees know this. A compliance and policy acknowledgement sheet helps here. The document can record details about whether employees are aware of policies in place and whether they have had compliance training. This helps the employer know which employees still need to be informed about this. What is a Compliance &…

Everyone at the workplace has different roles and responsibilities to fulfill. It is important for all employees to know this so that the company can run efficiently. Employees who do not know what their tasks are and who to report to will not be able to fulfill their duties. A job description and role matrix sheet can be useful here. This sheet can let all employees know what they need to do. They will also know their status and position in the company. It can help all employees do what is required to help the company out. What is a…

An organization that ensures employees are kept up-to-date with all advancements can prosper. Nowadays, much is changing fast, and a company needs to keep up with this to pursue operations in a better way. There are some companies that train employees so that they can have the required skills to compete in today’s environment. To keep track of this, a training and development tracker can be used. This tracker is useful as it helps employees and the employer know about employee training sessions. The employer will know which employees are focusing on enhancing their skills. What is a Training &…

Employee promotions are necessary in every organization and company. Promotions encourage employees to work hard and advance in their career. Sometimes an employee may be transferred to another department. This information needs to be recorded by a company, and an employee promotion and transfer log can help here. This log will let one record promotions and transfers in a company letting those concerned know details about this. It can be kept in the records of the company and updated when required to let one know which employees are working at what positions. What is an Employee Promotion & Transfer Log?…

Recruiting employees is not an easy task for a company or organization. But all companies will need to hire employees for certain posts at some time. It is important for the company to choose the best person for the post who can help the company. There are also certain expenses the business will face when recruiting employees. This can include costs such as advertising for the post, recruiter fees, the cost of interviewing the employees, and training them. A company needs to keep track of these costs, and a recruitment cost analysis sheet can be used here. What is a…

A workplace needs to ensure all employees are safe to protect employees’ rights according to the law. Employees need to have a safe environment to work in. It is important to follow all health and safety standards if a company wants to enhance productivity and avoid legal consequences. In case any issue occurs, this must be recorded and handled carefully. A health and safety incident log can be used here. This records workplace incidents, allowing the company to maintain a comprehensive and detailed record of them. In case the issue increases and reaches court, the log can be consulted. What…

Hiring employees is not an easy task. Organizations and companies need to know that they are hiring the right candidate for the post. There are usually many people who apply for a job, and it is important to keep track so that you can figure out which ones deserve to get the post. The hiring process can be made smoother with the help of a recruitment/applicant tracking sheet. This sheet is used to help recruiters when they need to hire an employee for a certain post. What is a Recruitment and Applicant Tracking Sheet? This is a sheet that organizes…

Employee recognition and rewards are necessary as they boost morale. They help employees get the motivation to work harder and be productive. It also helps increase the retention rate, as employees will feel they are being rewarded for their hard work. Many companies recognize and reward them. The details about this can be recorded in an employee recognition and rewards sheet. This sheet helps you record employee awards and achievements, ensuring you have a well-organized sheet for future reference. What is an Employee Recognition & Rewards Sheet? This document records any awards an employee has received, highlights their achievements, and…

Certain employees may face some issues or grievances. A business needs to ensure this is handled carefully so that the workplace can function smoothly. A formal procedure needs to be present to address concerns letting employees know their issues will be handled according to the law. Disciplinary action is also an important part of this as it warns employees to behave properly and not violate company policies. These processes need to be tracked and an employee grievance and disciplinary action log can be useful here. This is a log that helps an employer or manager handle employee grievances and the…