Tag: template

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Time Off Requests: 5 Tips + Free Template (2023)

Oil Painting of an Astronaut handing you a piece of paper

Summary:

  • Time off management is difficult when no company policy for leave requests and approvals exists. Confusion can result in overlooked requests, no-shows, and short staffing.

  • Use and customize this employee time off request template to track employee leave requests. It should serve as a formal request that outlines the number of days an employee will be away and the type of leave they will use.

  • Improve leave management with a time-off tracking app.

Managing leave requests can get complicated, especially when your business starts to scale. That’s probably why you are here, right?

Without structure or centralization, leave management can quickly become an administrative nightmare. Managing a flurry of different leave requests from emails, chats, SMS, or in-passing conversations is challenging. With no clear process or paper trail, you could end up with a disgruntled team and understaffed shifts.

Start documenting things better with the template below:

Employee Time Off Request Form

Keep in mind that using a paper template will only get you so far. Efficient time-off management is all about creating structure and sticking to it. Here are some tips to help you do this:

1. Have an HR policy in place

While federal law may not require you to offer time off, in most states, you are required to do so. Even if this is not the case for you, it is best practice to offer time off anyway – you’ll have a hard time hiring without this kind of benefit. 

Have your HR team create a written policy that is easy to follow. Without a policy guiding your business, things can quickly get tricky when multiple employees apply for time off on the same dates, for long periods, or during peak seasons.

A time off policy should include the following key areas:

  • A designated lead time/deadline for applying for leave credits or filing for leave of absence
  • Rules around unforeseen employee’s absence in case of emergencies
  • Clear steps on how employees can submit leave requests
  • Policies around high peak seasons or periods
  • Rules around various types of time off benefits such as sick leave benefits, vacation days, unpaid time off, and floating holidays. 
  • Policy around FMLA (Family and Medical Leave Act) and whether they will be accrued other paid time off.

Leave policies vary across organizations. Businesses in retail, hospitality, and healthcare typically have the most stringent policies in order to staff properly during periods of peak demand. That’s not to say that leave requests are less likely to be approved in these organizations; managers just need to have a more efficient system for facilitating them. 

The key here is looking at your data, such as labor forecasts, historical sales, and demand information. See the peaks and valleys in the demand-to-labor ratio so you can plan for employee schedules accordingly and allow employees to take time off.

2. Use software to streamline things.

Managing time off should be simple – using software is the best way to simplify things. The right leave tracking software should allow you to:

  • Let employees submit time off requests in a single place.
  • View and approve leave requests and ensure that all requests go through a single channel. 
  • Customize your own accrual rates and policies.
  • Review available versus current hours.
  • See projected PTO balances on future dates.
  • View leave requests filed in a specific period.
  • Sync leave management with employee scheduling and labor forecasting, ensuring you’re never over or understaffed.
  • Let staff update their availability or unavailability
  • Set blocked periods where employees are discouraged from taking leaves.
  • Access the leave management portal via mobile or desktop. 

Leave management software makes the most sense as it eliminates paperwork and missed leave requests. While having a time off request form helps, it should only be used temporarily to manage employee leave.

3. Allow for shift swapping and/or bidding. 

Unforeseen absences are inevitable. Emergencies happen all of the time, and there may be instances where staff may be unable to make it into their shift at the last minute. Shift swaps and bids are beneficial during such situations.

Workforce.com has a shift-swapping system that lets employees pick their replacement or offer their shift in a bidding process to all available team members. As a result, managers no longer need to scramble to find coverage. Everything occurs over a single mobile app, so nothing slips through the cracks.

4. Consider implementing a rotating time off schedule. 

A rotating time off schedule works by assigning a particular period when employees can take time off. Doing this helps you prevent overlapping leave requests. Remember that you’ll need to exercise discretion here in case of unavoidable, last-minute leave requests. Determine when it is okay for overlapping leave to occur, follow FMLA rules, and figure out how you will find replacements.

5. Incentivize employees not to take time off. 

Only do this during busy times of the year for your business. Rewards for working during peak demand can be higher pay rates, fixed bonuses, or additional PTO. Incentivizing your staff this way will increase the likelihood of leave being taken during slower periods, ensuring your shifts are fully staffed when facing high demand. 

Simplify leave management with Workforce.com

Workforce.com is an all-in-one solution for managing shift workers. While it covers everything from onboarding to payroll, leave management is one of its specialties. Its mobile PTO tracking app lets staff check their balances, view upcoming time off, and submit leave requests.

Requesting time off on the Workforce.com app

Best of all, every leave request is tied directly to Workforce.com’s employee scheduling system – meaning every approved request is automatically reflected on the schedule. 

Book a call today to learn more about Workforce.com’s leave management system.

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Employee onboarding checklist: the basics [Free Template]

Astronaut Dog holding a clipboard and pen

Summary

You’ve been recruiting for a vacant position, and a candidate finally accepted a job offer. That’s great! But now comes the more crucial part — onboarding. Believe it or not, onboarding new hires involves more than a welcome email and signing an employment contract. 

Webinar: Best Practices for Onboarding Hourly Staff

Employee onboarding sets the tone for new hires; employers must show competency, inspire trust, and reduce friction. It is also where new hires get their first impression of company culture and see if the work aligns with what was discussed during the recruitment stage. 

*Psst! Click here for a free onboarding checklist. It’s comprehensive and all you should need to get started. 

The make-or-break stage

Half of hourly workers leave a job within the first four months or 120 days, according to SHRM. Turnover like this can be mitigated with proper onboarding techniques. 

While primarily an administrative process, onboarding is also an experiential process – this cannot be overlooked.

The most surface-level way to fulfill the experiential part of onboarding is to make it feel good. You also need to make it easy. Consider whatever system you use for onboarding; does the user interface (UI) delight the user? Is the user experience (UX) easy to navigate?

The experiential aspect of onboarding does not end after a pleasant-looking checklist is completed. You also need to integrate new hires successfully into the team and provide them with a sense of belonging. Typically, this takes at least 90 days.

Attracting candidates is only half the battle. The other half is retaining them, and that starts with onboarding.

How to improve your employee onboarding process

Employee onboarding can be daunting, especially considering its administrative and experiential aspects. A new hire checklist goes beyond gathering direct deposit information and signing tax forms. Here are some best practices to help you navigate this stage and ensure better employee retention.

Use employee onboarding software

If you find paperwork tedious, so does your new hire.

An effective onboarding platform significantly reduces the admin burden for the human resources team, hiring managers, and incoming employees. It streamlines the necessary paperwork and ensures data integrity by taking out manual processes.

Ideally, most onboarding-related admin tasks should be accomplished before the first day. For instance, with the Workforce.com onboarding system, new hires can upload the necessary pre-employment documents before they begin work. That means that contracts, W-4s, bank details, and employee personal information are all lodged into the system well before their start date. When these are done, you can focus on making a new hire’s first day more meaningful and productive. 

Prepare equipment and tools ahead of time

Aside from lengthy paperwork, you also need to ensure that tools and equipment related to the job are ready before a new employee’s start date. This includes uniforms, access to company systems and software, office equipment, or even vehicles if they are working on-site. 

The last thing a new hire should face on the first day is incomplete equipment or confusing guidelines. Welcome merch is all fun and good, but having the necessary work items and equipment ready can help your new hire settle in faster.  

Answer potential workplace questions before day one

Taking on a new role is exciting, but it’s normal for new hires to feel anxious about a new job. Much of this anxiety comes from the anticipation of meeting new teammates, acclimating to a different work environment, and easing into the organization’s culture.

Aside from discussing new hire paperwork and eligibility for benefits, it also helps to review smaller things like dress code, shift swap policies, unavailability, and day-to-day tasks.

Give managers support

Employee onboarding is a tall order, and the onus is on the team leaders and managers to ensure its success. 

Ensure managers have the support and tools to help them successfully onboard new team members. One way to do this is to let new hires fill out their own onboarding information rather than HR. When this kind of admin burden is taken from managers and placed on the employee, managers can focus on creating a better and more personalized onboarding experience for their new hires. 

Integrate onboarding with recruitment

Recruitment is how you attract top talent. Onboarding is how you keep it.

Recruitment is not just about selling the role to potential candidates and finding the best fit. It’s about setting expectations and painting a picture of what the position entails and what working for the organization is like. While the goal is to attract top talent, it’s detrimental to over-promise in terms of benefits, work environment, and growth opportunities.

Onboarding is the stage where the organization must meet the expectations set during the hiring process. This is the stage to follow through a good first impression. If employees find that the work is far from what was described during recruitment, they tend to quit even before they are fully onboarded. 

Recruitment and onboarding must go hand in hand. You must integrate them to avoid unnecessary recruitment costs, staffing issues, and high turnover rates.  

Set onboarding milestones

Tracking new hire onboarding success is best done with a roadmap that includes a set of milestones. 

What do you want new hires to learn or achieve within specific timeframes? Typically, onboarding programs last at least 90 days. If that’s the case, you can set milestones for 30 days, 60 days, and 90 days. Goal setting is crucial for successful onboarding. A roadmap provides new hires structure and specific objectives to focus on and helps managers track and measure a new employee’s progress. 

Give and gather feedback

Giving and gathering employee feedback is a massive part of onboarding. While feedback is typically given during milestones or scheduled check-ins, it should be more fluid and quick and can be part of daily job training and interactions. Feedback doesn’t always need to be a sit-down meeting. It’s also helpful when it’s quick and more spontaneous. 

Constant feedback is essential for developing new hires, but managers also need it to improve the onboarding process or operations. When new hires feel that their feedback matters to the team, employee satisfaction matters. When they feel heard and valued, they are more likely to see themselves in the organization for a long time.

Also read: How to improve internal communications with your hourly workers

Consider using templates

You would likely onboard new employees for certain positions more than once, especially when you run an hourly workforce. You’d probably do a lot of onboarding during peak seasons, especially when hiring seasonal or contractual staff. Using templates means that you don’t need to spend as much time curating an onboarding plan each time. 

Templates in the form of checklists, training materials, and video guides are helpful. However, remember to update them to reflect any procedural or policy changes. 

Make sure that such materials are accessible to new hires, mainly since they would most likely refer to them in the course of the onboarding period. A sound self-service system is vital to this, as it enables new hires to find answers to FAQs, and managers can focus more on clarifying more complex questions or matters. 

Incorporate fun elements

The onboarding process is crucial but doesn’t have to be boring. 

You can insert some fun elements to help new hires feel at ease as they integrate into the team. For instance, teammates can record a short video message that describes what the team or department does in a fun and informal way or tidbits of non-work related information such as the best place to go for meal breaks or coffee. Short and informal all-hands sessions also help familiarize a new hire with other team members. If your company provides a standard welcome kit or swag bag to new hires, consider adding a short welcome letter from the team for a personalized touch. 

Fun elements for onboarding don’t have to be full of fanfare, but incorporating those helps enrich the early stages of onboarding. 

New employee onboarding checklist template

The onboarding process takes place before the new employee’s first day. Here’s a checklist of key things you must remember during onboarding. Feel free to copy and paste for your own use or download a document here.

New hire documentation

  • Accepted and signed job offer/job description
  • Tax forms 
  • Insurance paperwork
  • Employment contract
  • Compensation and benefits package

Guides and policies

  • Employee handbook
  • Job description
  • Safety procedures/manuals
  • Security rules and policies

Accounts, devices, and equipment

  • Setup company email
  • Provide time clock access
  • Secure work uniforms
  • Setup credentials or access to necessary software tools such as HCM systems and project management software
  • Add new hires to relevant work chats or email distribution lists
  • Issue work phone, tablet, or computer
  • Assign workstation/workspace

First day

  • Team introduction
  • Workplace tour
  • Give welcome kit/company swag bag
  • Finalize other administrative paperwork, if any.

Orientation

  • Run through paperwork and make sure they’re complete
  • Briefly go through job roles, benefits, and insurance plans
  • Go over essential points in the handbook. Inform them where they can find a copy.
  • Discuss important company policies briefly.
  • Assign a mentor or onboarding buddy.

Development plans

  • Create 30-day development plan
  • Create 60-day development plan
  • Create 90-day development plan

Milestones and follow-through

  • Check-in after the first week
  • Check-in after 30 days
  • Check-in after 60 days
  • Check-in after 90 days

As you follow through and provide feedback, optimize if your development plan needs tweaking.

Simplify your employee onboarding

The template provided above is just to get you started. For more on how to optimize your onboarding process, check out our free webinar below featuring NBC-HWC certified coach Laura Timbrook:

Webinar: Best Practices for Onboarding Hourly Staff

Are you eager to streamline your onboarding right now? Discover how to reduce onboarding tasks to just 3 minutes with  Workforce.com’s self-service employee onboarding by booking a call today. 

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Termination Letter to Employee [Template + Example]

Summary

  • An employee termination letter is an official document given to employees to notify them that they are being let go. It should include the reason for termination, effective date, and next steps.

  • Employee termination letters should include the reason for termination, effective date, and next steps. They should be concise, factual, and carefully written.

  • While a termination letter is vital to the offboarding process, sometimes it is simply not enough. Most times it is essential to sit down with an employee face-to-face. 

An employee termination letter is vital to letting people go regardless of the reason. It is a written form of documentation that officially declares the termination of employment.

To check out some examples and templates, click here.

While termination letters may sound straightforward, there’s actually a lot that goes into them – and for good reason. Getting them wrong can lead to all kinds of issues for your organization down the road. So, let’s take a look at some ways to get termination letters right. 

Why are termination letters important?

Short answer: to avoid legal trouble.  

A termination letter should stand in court if ever the need arises. It’s crucial to make it airtight and leave no room for doubt and misinterpretation. If an employee feels they have been unfairly terminated, the letter may be used to point out discrepancies or unfair employment practices. 

Aside from legal issues, termination letters also play a role in ending things amicably with your employees. While it should sound direct and objective, a properly curated termination letter should provide every vital detail relating to the termination, such as the reason for termination, when it takes effect, and final compensation.

What an employee termination letter should include

While terminating an employee is never a pleasant experience, you can soften the blow by doing it properly – writing a sound termination letter is a critical part of this. Here are some things that every termination letter should include:

Basic details

First, a letter should include the who, what, and when. It must clearly state that it’s for ending employment, who it is for, and when it will take effect. It also should include contact information in case the employee needs more information or has questions. 

Reason for termination

The reason for termination is at the heart of this document, and the letter should be able to clearly state why an employee is being let go. Typically, termination is warranted due to the following reasons:

  • Downsizing or laying off – One of the top reasons for letting employees go is downsizing. If you’re writing a termination letter for this reason, you must explain the need to downsize and why their position is affected. 
  • For cause – In some cases, employees are let go due to cause, such as violating company policies, unsatisfactory performance, misconduct, stealing or damaging company property, chronic tardiness, absenteeism, and falsifying company records. Letting go of staff for cause tends to be more complicated because, without documented proof and HR references, an employer’s cause can be called into question. It helps to consult with your legal team to ensure that you’re adhering to all relevant company policies and labor laws.
  • Termination of contract – This reason is typical for freelance workers and happens when a project ends or if there’s no need for the services anymore.

Best practices for writing a termination letter 

While undoubtedly difficult for both the employee and employer, following proper termination protocol can really minimize the burden and stress felt by both parties. Here are some tips for doing just that:

Include all the necessary information

As mentioned, a termination letter is formal documentation that, if need be, should stand in court. It has to be direct and very specific. A suitable termination letter answers the following questions:

  1. When will the employment officially end?
  2. Why is the employee being let go? 
  3. When can they expect their final paycheck, and how much will it be?
  4. What will happen to their employee benefits?
  5. On their end, what are the next steps they need to take (e.g., returning company property)
  6. Who can they contact should they have follow-up questions?

While a termination letter should be concise, don’t hesitate to include as much relevant information as possible. This is especially important if an employee is being terminated for cause. Include information such as policies violated, a timeline of events, performance reviews, and investigation results.

For instance, if an employee is being let go for time and attendance issues, provide a record of their absenteeism or tardiness using data from a workforce management and/or HR system. 

Webinar: How to Reduce Absenteeism

Use the right tone

A termination letter is a formal document, so it needs to sound professional and direct. While the goal is to end the employment amicably, the termination letter is not the place to be sarcastic, candid, or drop jokes. Instead, state the necessary information and make sure that everything is clear.

Consult your legal team

Consulting with your legal department helps termination letters be more airtight and solid. While termination letters are all routine, there’s always that risk of overlooking minute but vital details. So get legal advice and take time and go over your company’s termination policy, making sure the letter aligns with it. 

In some cases, legal advice can also help you determine if termination is really the right thing to do. For instance, you’re terminating an employee for absenteeism. Is termination the right step at this time? Did the employee receive warnings before termination? Again, your legal team can help spot these potential issues before you even send that letter and risk legal repercussions later.   

Pair it with a meeting

Before you serve the termination notice, it’s best to speak with your employees. While termination always comes with a shock, having a face-to-face meeting about it helps soften the blow. 

A conversation adds face-to-face honesty and human respect to the termination process – elements not found in a black-and-white letter. No one wants to open their email and see that they’ve been let go and their employee access revoked. It’s an unfortunate situation, but having some warning can help employees manage better.

Termination letter due to cause – Template

Download template here

(Date)

Subject line: Notice of termination

Dear (employee name), 

This letter is to inform you that your employment as (name of position) at (company name) is officially terminated effective (date of termination). 

You have been terminated due to the following reasons:

(A detailed list or explanation of why you are terminating the employee. Include timelines, incident reports, investigation details, a list of policies violated, and other relevant information.)

Please surrender the following by (date):

(a list of company property endorsed to the employee)

Access to (platforms and tools) will also be revoked by (date and time). 

Please expect to receive your last pay by (date). Your final paycheck will include (salary, leave encashment, or other benefits). A detailed computation breakdown will also be provided.

In addition, keep in mind that you have signed (agreements or policies such as confidentiality agreements, NDAs, and non-compete documents). Attached are copies of said documents for your reference. 

If you have any questions, you may contact (name of company representative) at (contact details). 

Regards, 

(Name), (Position)

(Company name)

Termination letter due to cause – Example

Download template here

Date: February 27, 2023

Subject line: Notice of termination

Dear Michael Smith, 

This letter is to inform you that your employment as Sales Associate at Retail Company will be officially terminated effective February 28, 2023. 

You have been terminated due to excessive tardiness. According to company policy, an employee should not exceed 7 days of coming late to work in a month. Employees are considered late when they arrive 16 minutes past their scheduled start time. The first offense will result in a verbal warning. The second offense will result in a written warning. The third offense will result in a 14-day suspension without pay. The fourth and final offense will result in termination. 

Based on your recent timesheet records, you have been late for 11 days in February. 

Prior to this incident, the following sanctions were also administered due to your tardiness:

    • December 29, 2022 – You were given a verbal warning for your excessive tardiness and for being late for 8 days in December. We scheduled a check-in after two weeks to see if your attendance improved.
    • January 12, 2023 – You were given a written warning and were asked to explain why you’re always coming in late, and you attributed it to heavy morning traffic. To help with your predicament, your supervisor scheduled you for afternoon shifts for the next two weeks. 
    • January 26, 2023 – Because your attendance didn’t improve and you were late for 10 days in January, you were served a suspension period of 14 days without pay. This also served as your last warning. 
    • February 24, 2023 – Upon checking your timesheet records, you have been late for 11 days in February. 

After deliberating with the management team, we deem that termination is the best course of action. Evidently, the lates were excessive and had been going on for consecutive months, despite scheduling adjustments. 

Please surrender your company ID, store key, and company-issued uniform by February 28, 2023. Also, your access to the company time and attendance platform will be revoked on the same date. 

In addition, please keep in mind that you have signed a confidentiality agreement with us. Please see attached document for your reference. 

If you have any questions, you may contact Shelly Harper at shellyharper@retailcompany.com. 

Regards, 

Jack Foster

Head of Human Resources, Retail Company

Termination letter due to layoffs – Template

Download template here

(Date)

Subject line: Company layoff

Dear (employee name),

We regret to inform you that (name of company) needs to let some of its employees go due to (reason for laying off). Unfortunately, your role is affected, and we would need to end your employment effective on (date). 

We understand this will cause challenges for you, and we intend to make the offboarding process smooth for everyone. 

The breakdown and computation of your final pay will be sent to you by (date), and you shall receive your last paycheck by (date). 

We also request you return the following company-issued items on or before (date):

(list of company property endorsed to the employee)

Please be informed that your access to (company tools and platforms) will be revoked by (date). 

We appreciate the time you have worked with us and wish you all the best in the future. 

For any questions, please don’t hesitate to contact (name of company representative) at (contact details). 

Sincerely,

(Name)

(Position), (Company name)

Termination letter due to layoffs – Example

Download template here

March 16, 2023

Subject line: Company layoff

Dear Stephen Simmons,

We regret to inform you that IT Company needs to let some of its employees go due to financial difficulties. Unfortunately, your role as IT Specialist is affected, and we would need to end your employment effective on March 24, 2023. 

We understand this will cause challenges for you, and we intend to make the offboarding process smooth for everyone. 

The breakdown and computation of your final pay will be sent to you by March 22, 2023, and you shall receive your last paycheck by March 24, 2023. 

We also request you return your work laptop and company ID on or before March 24, 2023. In addition, access to your company email, IT database and tools, and workforce management system will also be revoked by March 24, 2023. 

Your medical and other benefits will remain effective until March 31, 2023. 

We thank you for the time you have worked with us, and we wish you all the best in the future. 

For any questions, please don’t hesitate to contact Heather Watson at heather@ITcompany.com. 

Sincerely,

Chris Mitchell

Head of Human Resources, IT Company

Termination letter ending contract – Template

(Date)

Subject line: End of contract

Dear (name), 

Please be informed that we no longer require your services by (date). 

We thank you for providing us with excellent (type of service), but due to (reasons), we had to end our contract. 

Please submit all pending deliverables by (date). We will settle all outstanding bills by (date), so please send all invoices by (date). 

In addition, please be advised that you will lose access to (company-owned platforms and tools) by (date).

Once again, we thank you for your time working with us. We wish you all the best in your future projects. 

Please feel free to reach out to (name) at (contact information) if you have any questions. 

Sincerely, 

(Name)

(Position), (Company Name) 

Termination letter ending contract – Example

March 16, 2023

Subject line: End of contract

Dear Judith McCain, 

Please be informed that Advertising Company no longer requires your services by March 24, 2023. 

We thank you for providing us with excellent copywriting and content services. Unfortunately, however, the project has ended, and we also need to end your contract. 

Please submit all pending deliverables by March 21, 2023. On our end, we will settle all outstanding bills by the same date. Therefore, please send all invoices by March 22, 2023, so we can pay you promptly. 

In addition, please be advised that you will lose access to our content management system, project board, and internal messaging tool by March 24, 2023.

Once again, we thank you for your time working with us. We wish you all the best in your future projects. 

Please feel free to reach out to me if you have any questions. 

Sincerely, 

Faye Smith

Creative Director, Advertising Company