Word & Excel Templates

What is a referral information form? It is a type of form that collects basic information about the particular thing or activity for which, this form was designed. For example, in a school, the teachers are asked to fill the referral information form. By filling this form, the teacher provides lots of information about the particular issue. It is important to note that the customers of the business play a most important role in expanding the business. Getting the referral information form filed by the customer is not easy since it is a matter of his reputation. So, he will…

The referral form is used to redirect visitors to the companies that provide such services the visitors are looking for. In general, the referral form is used when you want to refer someone to another company or individual.  What is the service referral form? If the particular visitor asks for a specific type of service, you will be required to redirect that visitor to the service provider who exactly provides those services that the visitor is seeking. This form works in a tremendous way to boost the sales of the business. One needs to be careful while using this form so…

Feedback is very important for the success of a business. When a business gets the feedback, it comes to know whether its customers like its products or not. From a business point of view, there is always room for improvement. However, it is not easy for a business to figure out in which area needs improvement unless it gets the feedback from its customers. Importance of feedback for a business For a better understanding of the customers of the business, getting the feedback is very important. This feedback enables a business to know how the end-users of the product manufactured…

A job completion sign-off form is a document that is either signed by an individual or a group of individuals working on a job as a team, to be kept as a record of employee’s job completion, which contributes to the overall completion of the job. This document indicates the completed status of the job or the fulfillment of an individual’s responsibility in a certain job. When a person signs and submits the job completion sign off form, it means that he has delivered his part to the best of his ability. A job completion sign-off form is different than…

When you want to attend a conference, you will have to fill the conference registration form. The conference registration form has a lot of significance in order to make it successful. What is a conference registration form? It is a type of form that requires the person willing to attend the conference to provide his basic details in the empty fields of the form.  Why is it important to use the conference registration form? It is a form that people use when they want to keep themselves organized. The conference of any type becomes organized as well as runs smoothly…

A work completion form is a document that is prepared to record the details of a work, job, task or project. The information regarding the type of work, duration, utilized resources, limitations, etc., are all filled in this form. This form becomes the basis of the client’s issuance of a work completion certificate as well as the release of the company’s payment. Once a job gets done, all its information, from the start till the end, is filled in the form by the company or contractor, so that the features of the completed work can be analyzed by the client.…

A payroll is a most frequently used document due to which it has a lot of importance. A payroll document includes the details of the person for whom it is created, including the name, salary, date of issuance, and a lot more. Due to all these details, the payroll is deemed as very important. In general, the payroll provides the details about the salary an employee gets each month by working in the company. The details regarding the increment, bonus, discounts, deductions from the salary and a lot more are also mentioned in the payroll.   Sometimes, the employee faces…

As the name suggests, a new hire employee information form is used to seek details of an individual who is a new employee of the organization. This form is similar to the information form given to all the employees in terms of the requested information, with the only difference that it is given to the new hires. If the information needs to be updated or some new information is being sought, later on, the provided form would be called information form and not the new hire employee information form. However, this form is different than an employee profile form mainly…

An employee information form is a document that is used by the organizations to gather information and details of an employee for keeping a record of their employees as well as use the details for various purposes, such as an emergency. Although it is important to have the employee information saved in company documents in small organizations, it becomes even more essential in large organizations due to a large number of employees and difficulty for the management in remembering employee details of every employee. Employee information forms are used by organizations for different reasons, such as: All the relevant and…

An employee profile is a set of personal and professional details of an employee brought together in a single document to make a recording, tracking and accessing the employee information smooth. This profile is like the identity and representation of an employee; the employee can be known or reached by his/her profile in the organization. When a company is small, the lesser number of employees makes it easy for the management to know their employees personally. The employers would know their employees’ expertise and hence can manage them accordingly. However, as a company becomes large, it has more employees, which…

Meetings are important and occur in every workplace. There are teacher meetings, meetings in offices, etc. It is necessary to have a record of the meeting so that it is known what the meeting involved. What is a Meeting Record Form? A meeting record form is a form that clearly and in detail records the details of a meeting. It allows one to know what the meeting was involved. What to Include in a Meeting Record Form? If you need to make a meeting record form, consider the below details: Microsoft Word– The meeting record form can be made in…

When an employee incurs the expenses of the business, he can claim all those expenses. Claiming the expenses enables the employee to get reimbursement of all the expenses. It is important to claim the expenses for an employee because he has spent on behalf of the business. What is an expense claim record sheet? Expense claim record sheet is a spreadsheet or MS Word document in which all the expenses of the business which the employee has incurred are recorded. What is the purpose of creating the expense claim record sheet? The basic objective of creating the expense claim record…

What is an affidavit form? An affidavit form is used to describe the formal written statement which is also known as a sworn statement. When you have to attest the birth of a baby, death of a person, etc. you can use the affidavit form. Similarly, this form is also used when you provide evidence before the court In affidavit form, the sworn statement is brought into writing voluntarily by the person. The facts stated by a person are confirmed when they are mentioned in the affidavit form. The oath taken by the person in the affidavit is registered by…

There comes a point in everybody’s life when they need to prove one’s character arises. Sometimes, you have to prove that you are a morally good person and you take a promise under the oath that what you have stated about your character is true. The affidavit in support of character is written when someone wants to prove his/her character. Generally, this type of affidavit is used when someone wants to adopt a child. According to the rule of various states, child adoption is conducted when the presumed parents of the child are proved to be upright and moral. Anyone…

Often businesses state that they will pay employees for certain expenses that the employee incurs on behalf of the company. This includes things like traveling, petrol used when travelling for business purposes, hotel stay, etc. What is the claim form? A claim form is employed to make a proper formal request and demand that states something belongs to someone and is earned by someone. The form is used to claim some property, pending dues, health insurance, petrol used, etc. A petrol claim form is one that shows how much petrol has been used for a certain purpose. What to Include…

Cheques must be kept safely as they are employed to transfer money to people. These are important and need to be made carefully. You may need to request and authorize payments with the help of a cheque. This process needs to be done carefully and can be helped with a form. What is a Cheque Requisition Form? When a cheque is required, a requisition form can be made. This shows to whom the particular cheque needs to be made out (i.e. payee) and amount that needed by. Often this gets accompanied by documentation proving that the specific amount is right,…

A department in a company may need to order things for the department. These need to be told to the purchasing department so that the things can be ordered and brought. What is a Purchase Requisition Form? A purchase requisition form is a form made by the user department or maybe storeroom-personnel that notifies the purchasing department of those items it wants to order, the quantity, and also timeframe. It can even have the authorization to go ahead with the purchase. What to Include in a Purchase Requisition Form? If you need to create a purchase requisition form you can…

People invite their friends and family members to their wedding. There are different wedding halls which are booked by people in order to give a good reception to their guests. Booking the wedding hall is not the only thing a couple is required to do. Management of the entire event is another challenging thing for which the couple hires the service providers. What is a wedding reservation form? Wedding reservation form is required to be filled by the groom or bride who wants to reserve a space for their wedding event. Through the use of this form, the couple basically…

If you have any place that you want to give for rent, you will need to have some written contract for this. You will then have proof and signatures of the person who is renting your place. What is a Rental Contract Form? A rental contract form can help you develop a suitable agreement amongst you and the individual or company concerned. This form will have the stated terms of rent and any other details. How to Create a Rental Contract Form? Below are some tips on what to include in a rental contract form. You can get ideas from…

An Employee Evaluation form is important not only for ensuring that the business runs successfully but also for properly supporting employee motivation as well as career planning. What is an employee evaluation form? An Employee Evaluation and Wage Review Form is a form that assesses how an employee works along with what their wage is. This form is, therefore, important in helping an organization or company. How to make an employee evaluation form? If you need to make this form, then you should do this clearly so that it can be understood simply. There are different ways to make this…

What is an expense request form? An expense request form is a particular type of form that allows the user to submit his request for expenses. The purpose of using this form is to get the permission or approval of stakeholders in the company who are responsible for managing the expenses of the staff. It is the responsibility of the employee to ensure that the request of the expenses is made through expense request form. The request submitted through this form has more value as the proper request submission process has been carried. There are multiple request forms that are…