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Maternity Business Suit - Excel

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					The Tools List

The following is a list of all the documents that are available on www.HRtoolkit.co.nz with their description, and the section
when you can find them

If you can't find the document you need then give us a call on 09 361 6323 or e-mail lisa@hrtoolkit.co.nz and we will be
happy to see what we can do to help.

Contact Details      Lisa Mackay
                     lisa@hrtoolkit.co.nz
                     (Cell) 021 741 544 or (DDI) 09 361 6323
                     www.hrtoolkit.co.nz

                                                                                                      Where to find the documents
Document Title       Description                                                                Main Section   Sub section     Version
                                                                                                                               Date
Assessment Criteria An Assessment Criteria Matrix is a very useful tool to use when assessing   Life at work   Appraisal‟s &       Jun-09
Matrix For Assessing Staff. This may be used as part of a Performance Management                               Bonus‟s
Performance          Process, an Appraisal Process or a Redundancy Process.

                     This Matrix provides a comprehensive one to five definition for 20
                     different categories including Time Management, Professionalism,
                     Customer Focus, Managing Projects etc

Bonus Scheme         Bonus Schemes are a great way to encourage and reward the right            Life at work   Appraisal‟s &      Aug-09
Sample With Quick    behaviour in your Business.                                                               Bonus‟s
Guide
                     This template and Quick Guide can be used as it is, or adapted to suit
                     the needs of your Business. The Quick Guide contains tips and
                     guidance about how to customise your Bonus Scheme.

                     Key words: rewards and recognition, payments remuneration package

Performance Review Effective performance management is essential to the success of any          Life at work   Appraisal‟s &      Aug-09
Template With Quick business. Staff performance will only be optimal if they are absolutely                    Bonus‟s
Guide               clear about what is expected of them.

                     This template provides you with an easy to use Performance Review
                     framework which can be tailored to suit the needs of your Business.

                     Keywords; Appraisal, review, performance management

Understanding        The Communication Model demonstrates how we manage all the                 Life at work   Appraisal‟s &      Jun-09
Miscommunication     millions bits of information that we get every moment of our life.                        Bonus‟s
and Changing
Behaviour            It shows us why miscommunications are virtually inevitable. And it also
                     shows us how to use this knowledge to help change our own behaviour.
                     By explaining the Communication Model to others you can also help
                     them to change their behaviour.

                     It is a very powerful tool to use in all forms of training, or to gain a
                     greater understanding of why miscommunications occur.

Independent          This Independent Contractor Agreement is for use with Self-Employed        Starting       Contractors       May-09
Contractor           Contractors who are responsible for paying their own tax etc. This is      Employment
Agreement            likely to be people who you wish to engage for specific projects.

                     Keywords: Contractor, Self employed, contract




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Disciplinary Due      This document comprises a series of questions to ensure that you have          Life at work   Disciplinary   Nov-08
Consideration         fairly considered all factors prior to making a final disciplinary decision.
Assessment            This document will help ensure that the final decision, for example
                      dismissal, is based on facts as opposed to emotions and will therefore
                      help avoid potentially unfair decisions.

Final Written         This is a Template Final Written Warning Letter in which you as an        Life at work        Disciplinary   Nov-08
Warning Letter        Employer can fill out your Employee‟s details, such as name and the
                      disciplinary issue at hand. The template covers your legal obligations in
                      regards to what the Employee needs to be advised about.

                      Key Words: Misbehaviour, Disciplinary, Dismissal, Poor Performance


First Or Second       This is a template document which is to be issued with a First or Second       Life at work   Disciplinary   Nov-08
Warning Letter        Written Warning. You as an Employer can fill in the details of your
                      Employee and the details of the issue at hand.

                     Key Words: Poor Performance, Misbehaviour, Disciplinary
Invitation To        Legally you need to give an Employee pre-warning that you want them Life at work               Disciplinary   Nov-08
Disciplinary Meeting to attend a Disciplinary Meeting. Failure to do this or to do it properly is
                     one of the most common errors made by employers in the disciplinary
                     process. This document provides the template for this information.

                      Key Words: Disciplinary, Dismissal, Poor Performance, Misbehaviour


Quick Guide To The This document is a comprehensive plain English explanation of the             Life at work       Disciplinary   Nov-08
Disciplinary Process Disciplinary Process. It includes information about your legal obligations.
                     It also provides tips to ensure that you follow a fair and legal process
                     and avoid any unnecessary, but potentially very costly mistakes.

Dismissal With        This is a template letter for notifying a Dismissal with Notice.               Ending         Disciplinary   Nov-08
Notice                                                                                               Employment     Dismissal
                      You generally Dismiss with Notice when the dismissal is as a result of an
                      escalation of warnings leading ultimately to a dismissal.

                      You may decide that you no longer want the person in the business
                      once you have made the decision to dismiss, but you would need to
                      pay them in lieu of notice if you decided to do this.

                      Key Words: Disciplinary, Dismissal, Poor Performance

Summary Dismissal     This is a template letter which can be used when you are dismissing an         Ending         Disciplinary   Nov-08
Letter                Employee without notice. Remember to read the notes prior to                   Employment     Dismissal
                      deciding on Summary Dismissal instead of Dismissal with Notice.

                      Summary Dismissal is generally only used for very serious offences such
                      as theft, or violence when it is immediately no longer viable for the
                      person to remain in the business.

                      Key Words: Disciplinary, Dismissal




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Code Of Conduct        Having a clear and commonly understood set of Policies is essential for Starting          Employment     Jun-09
                       the success of any organisation.                                        employment        agreements

                       This Code of Conduct can be used as it stands, or it can be adapted to
                       suit the needs of your business.

                       In seven plain English pages it covers Sick and Annual Leave Polices,
                       Computer Usage Policies, Health and Safety, Disciplinary, Training and
                       Development, Harassment, Drugs and Alcohol and Equal Opportunities
                       etc.

                       The Code of Conduct can be used in conjunction with the Employment
                       Agreement and form Part of the overall terms of Employment.
                       However, the advantage of having these items separate from the
                       Employment Agreement is that a Code of Conduct is easier to change
                       and update in accordance with the changing needs of the business.
                       Significant changes still need to be consulted about, but changing the
                       vast majority of items in the Code of Conduct would not constitute
                       significant change.
Cover Letter           A template Cover Letter for use when sending out Offers of             Starting           Employment     Jan-09
                       Employment.                                                            Employment         Agreements

                       Making a good first impression is very important for new Employees, and
                       having a professional Cover Letter supports this impression.

Quick Guide To         A Quick Guide to which Employment Agreement you should use.                  Starting     Employment     Jun-09
Employment                                                                                          Employment   Agreements
Agreements
Fixed Term Full-Time   This is a template Employment Agreement for you to fill in the blanks. It    Starting     Employment     Jun-09
- Salary – Hours As    covers all legal requirements, but it is written in plain understandable     Employment   Agreements /
Required               English so you and your Employee can understand it.                                       Fixed-term

                       This document is intended for Fixed-Term, Full-Time Employees who are
                       paid a Salary, but don't get paid overtime.

                       For example, Maternity cover for Management roles, where a higher
                       salary is paid to take into account the degree of flexibility required for
                       the role.

Fixed Term -Part-      This is a template Employment Agreement for you to fill in the blanks. It    Starting     Employment     Jun-09
Time - Hourly Paid     covers all legal requirements, but it is written in plain understandable     Employment   Agreements /
                       English so you and your Employee can understand it.                                       Fixed-term

                       This Agreement is intended for Fixed-Term, Part-Time Employees who get
                       paid per hour worked. For these staff a Timesheet is generally
                       submitted to Payroll to advise how many hours need to be paid each
                       week.

                       For example, Retail Shop Workers employed for the duration of the
                       Christmas holiday, who have fairly set days and hours each week but
                       the finish Times may vary depending on how busy they are.
Fixed Term Full-Time - This is a template Employment Agreement for you to fill in the blanks. It Starting        Employment     Sep-09
Salary – Overtime Or covers all legal requirements, but it is written in plain understandable    Employment      Agreements /
Time Off In Lieu       English so you and your Employee can understand it.                                       Fixed-term
Payable
                       This document is intended for Fixed-Term Employees who work Full-Time
                       and get paid a Salary (as opposed to an hourly rate), but who may get
                       Time Off in Lieu or Paid Overtime for working additional hours.

                       For example, Maternity Cover Employees covering an Admin role, or
                       Seasonal Workers who are employed Full Time for the Summer.




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Fixed Term Hours       This is a template Employment Agreement for you to fill in the blanks. It   Starting     Employment     Jun-09
Variable Week To       covers all legal requirements, but it is written in plain understandable    Employment   Agreements /
Week                   English so you and your Employee can understand it.                                      Fixed-term

                       This document is intended for Fixed-Term Employees whose working
                       pattern varies from week to week. Usually in accordance with a roster.

                       Generally their hours will balance out to roughly the same number of
                       hours each week/fortnight/month. However, there may be significant
                       variance week to week as a result of unusual work patterns such as
                       working eight x 10 hour shifts per fortnight, or getting every third
                       weekend off etc.

                       For example, Factory Workers employed for seasonal production Times,
Fixed Term Part-Time   where 24 hour cover is required.
                       This is a template Employment Agreement for you to fill in the blanks. It Starting       Employment     Sep-09
– Salary – Overtime    covers all legal requirements, but it is written in plain understandable  Employment     Agreements /
Or Time Off In Lieu    English so you and your Employee can understand it.                                      Fixed-term
Payable
                       This document is intended for Fixed-Term Employees who work Part-Time
                       and get paid a Salary (as opposed to an hourly rate), but who may get
                       Time Off in Lieu or Paid Overtime for working additional hours.

                       For example, Maternity Cover Employees covering a Part-Time Admin
                       role.


Permanent Hours        This is a template Employment Agreement for you to fill in the blanks. It   Starting     Employment     Jun-09
Variable Week To       covers all legal requirements, but it is written in plain understandable    Employment   Agreements /
Week                   English so you and your Employee can understand it.                                      Full-time

                       This document is intended for Permanent Employees whose working
                       pattern varies from week to week. Usually in accordance with a roster.

                    Generally their hours will balance out to roughly the same number of
                    hours each week/fortnight/month. However, there may be significant
                    This is a template Employment Agreement for you work patterns such
Permanent Full-Time variance from week to week as a result of unusual to fill in the blanks. It Starting        Employment     Sep-09
– Salary – Overtime covers all legal requirements, but it is written in plain understandable    Employment      Agreements /
Or Time Off In Lieu English so you and your Employee understand it.                                             Full-time
Payable
                    This document is intended for Permanent, Full-Time Employees who get
                    paid a salary (as opposed to an hourly rate), but who may get Time off
                    in Lieu or paid overtime for working additional hours.

                       For example, Office Workers who work a regular Monday to Friday
                       8.30am to 5.00pm as their normal work pattern.

Permanent Full-Time This is a template Employment Agreement for you to fill in the blanks. It      Starting     Employment     Jun-09
– Set Salary – Hours covers all legal requirements, but it is written in plain understandable      Employment   Agreements /
As Required          English so you and your Employee understand it.                                            Full-time

                       This document is intended for Permanent, Full-Time Employees who are
                       paid a salary, but don't get paid overtime.

                    For example, Management roles where a higher salary is paid to take
                    account for the degree of flexibility required for the role.
Permanent Part-Time This is a template Employment Agreement for you to fill in the blanks. It Starting          Employment     Sep-09
- Salary – Overtime covers all legal requirements, but it is written in plain understandable  Employment        Agreements /
Or Time Off In Lieu English so you and your Employee can understand it.                                         Part-time
Payable
                    This document is intended for Permanent, Part-Time Employees who get
                    paid a Salary (as opposed to an hourly rate), but who may get Time off
                    in Lieu or paid overtime for working additional hours.

                       For example, Office Workers who work a regular Monday to Friday
                       10am to 3pm as their normal work pattern.




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Permanent Part-Time This is a template Employment Agreement for you to fill in the blanks. It    Starting       Employment     Jun-09
Hourly Paid         covers all legal requirements, but it is written in plain understandable     Employment     Agreements /
                    English so you and your Employee can understand it.                                         Part-time

                     This Agreement is intended for Permanent, Part-Time Employees who
                     get paid per hour worked. For these staff a Timesheet is generally
                     submitted to Payroll to advise how many hours need to be paid each
                     week.

                     For example, Retail Shop Workers who have fairly set days and hours
                     each week but the finish Times may vary depending on how busy they
                     are.

Universal Casual     This is a template Employment Agreement for you to fill in the blanks. It   Starting       Employment     Jun-09
Employment           covers all legal requirements, but it is written in plain understandable    Employment     Agreements /
Agreement            English so you and your Employee can understand it.                                        Universal

                     This document is intended for casual Employees. Read the notes
                     carefully in regard to Casual Employees as the legal definition for
                     „Casual Employment‟ is very tight. Most Employees are actually either
                     Fixed Term or Part-Time as opposed to Casual.

                     In summary, Casual Employees are those used only on an as and when
                     required basis.

Universal Fixed-Term This is a template Employment Agreement that can be adjusted for any Starting              Employment     Sep-09
Employment           Fixed Term Employment Agreement.                                     Employment            Agreements /
Agreement                                                                                                       Universal
                     A Fixed-Term Employee is one employed for a fixed period of Time
                     AND/OR to complete a specific task.

                     For example, maternity cover or to help out with the busy summer
                     season.

                    All of the other Fixed Term Agreements are derived from this
                    Agreement, but with the relevant sections pre-selected for your ease of
                    use.
Universal Permanent This is a Template Employment Agreement that can be used for any        Starting            Employment     Sep-09
Employment          Permanent Employee. Permanent Employees can be Full-Time or Part- Employment                Agreements /
Agreement           Time.                                                                                       Universal

                     All of the other Permanent Agreements are derived from this
                     Agreement, but with the relevant sections pre-selected your ease of
                     use.
Accident and
Serious Harm Report An Accident and Serious Harm Report should be completed every time
Form                there is an accident, near miss incident in your workplace.

                     In the case of Serious Harm incidents, it is a legal requirement that you
                     complete this and submit it to the department of labour within 7 days.

                     This one page Department of Labour Accident and Serious Harm
                     Report ensures you cover your legal obligations.
                                                                                                                Health &
                     Key Words: Health and Safety, ACC                                           Life at work   Safety         Oct-09
Accident
Investigation Form   An accident investigation should be carried out every time there is an
                     accident, near miss or serious harm incident in your workplace.

                     This Department of Labour Accident Investigation will guide you easily
                     through the investigation process.
                                                                                                                Health &
                     Key Words: Health and Safety, ACC                                           Life at work   Safety         Oct-09
Consent For Release Requesting Medical Information about an Employee requires their              Life at work   Health &       Oct-09
Of Medical          express Written Consent for that information to be released to the                          Safety
Information         Employer. This Form can be used to obtain this consent.




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Hazard/Risk
Assessment Quick      Hazards are an inevitable part of any workplace, and as an employer
Guide and Register    you have a legal obligation to provide a safe working environment. By
                      identifying and assessing those hazards before harm is caused you will
                      eliminate the majority of issues.

                      This easy to use, comprehensive quick guide to Hazard/Risk assessment
                      will guide you through the Hazard/risk assessment process.

                      The Hazard/Risk Assessment Form doubles as the document on which
                      you record the hazards/risks and also the document you use to
                      communicate these to the relevant people. I.e. fill it in, then file it
                      where it is accessible to the people on site who need to know about                     Health &
                      the risks.                                                               Life at work   Safety      Oct-09
Health and Safety     This is a comprehensive Health and Safety Manual that can be used for
Manual                the majority of work environments as a solid basis for Health and Safety
                      within your organisation.

                      In nine easy to understand pages it covers off Management and
                      employee responsibilities; Health and safety meetings; first aid
                      arrangements; accident and near miss recording, reporting and
                      investigating; Hazard and risk assessment; serious harm incidents; time
                      off work as a result of workplace injuries; and obtaining medical                       Health &
                      information.                                                            Life at work    Safety      Oct-09
Health and Safety
Meeting record
Form                  For many companies there is already an informal Health and Safety
                      meeting forum. Or they have the meetings, but don‟t record them.

                      The aim of this form is to be a simple one page document to help you                    Health &
                      keep a record of the meetings you have had, and the actions taken.   Life at work       Safety      Oct-09
Sample Letter To      This template document will help you compose a Letter to your        Life at work       Health &    Oct-09
Employees' Doctor     Employees‟ Doctor requesting medical information in regard to your                      Safety
                      Employees‟ Medical Condition.

                      This information can be required if, for example, an Employee is
                      returning to a manual job after a physical injury. This template can also
                      be used if you have concerns about the impact of a medical condition
                      on an Employees‟ ability to do their job.
New Employee          An easy to use checklist for New Employees to enable the Company to Starting            Induction   Jun-09
Checklist             check that they have prepared what they need, and to cover all the        Employment
(Company)             'first day' tasks that are required for a New Employee.

                      Key Words - Induction, new Employees, new starter

New Employee          A quick checklist for the New Employee to review whether they have         Starting     Induction   Jun-09
Checklist             received and understood all the administrative information they need       Employment
(Employee)            e.g. that they know where the photocopier is, what the emergency
                      procedures are etc.

                      Key words - new Employee, induction, new starter
New Employee          A Quick Reference Sheet for a new Employee to record all the               Starting     Induction   Jun-09
Quick Reference       information they get on day one e.g. passwords, Company telephone          Employment
Sheet                 numbers etc.

                      key words - new Employees, induction, new starters
Six Month             First impressions are critical. This document guides you through setting   Starting     Induction   Jun-09
Introduction To The   up a plan for New Employees for the first six months within a business     Employment
Business Plan         including suggestions about who they need to meet within week one,
                      month one and first six months, and prompts to ensure you set up the
                      appropriate meetings.

                      Key words - Induction, New Employee, New Starter
Template Induction    A comprehensive template document to enable you to create your             Starting     Induction   Jun-09
Manual                own Employee Induction Manual. Details suggested subject headings          Employment
                      to be included and suggested words for some sections in order to help
                      guide you as to what you need to include.

                      Key words - induction, new starter, new Employee




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CV Assessment        A simple yet practical tool to help you summarise the skills of the       Starting       Interviews     Jan-09
Form                 applicant, which in turn will enable you to quickly review who the best   Employment
                     candidate is for a position.
Quick Guide To       A comprehensive Quick Guide to Conducting Interviews.                     Starting       Interviews     Nov-08
Conducting                                                                                     Employment
Interviews
Quick Guide To      An easy to use Guide to the whole recruitment process, taking you          Starting       Interviews     Jun-09
Recruitment Process through the steps that you need to follow.                                 Employment

                     Keywords: Recruiting, Hiring, Interviews
Reference Check      A suggested set of questions for you to ask Referees when you are         Starting       Interviews     Jun-09
Form                 carrying out reference checks.                                            Employment

                    Reference checks are critical to any recruitment process.
Sample Interview    A comprehensive list of sample interview questions to help you make        Starting       Interviews     Nov-08
Questions           the most of the recruitment process, avoid any legal pitfalls, and help    Employment
                    you find the best candidate for the job.
Telephone Interview A telephone interview is a very useful screening tool, which enables you   Starting       Interviews     Jun-09
Form                to find out more about a candidate without being as Time consuming         Employment
                    as a face to face interview.

                     This telephone interview form provides a list of questions to ask
                     candidates. It is ready to use as is or can be adapted to suit your
                     needs.
Template Interview   A template document for you to insert your chosen interview questions. Starting          Interviews     Nov-08
Guide                                                                                       Employment
Job Description      This is a simple template document that helps you create a Job         Starting          Job            Nov-08
Template             Description.                                                           Employment        Descriptions

                     Remember that legally job descriptions need to be provided with any
                     Offer of Employment.
Sample Phrases For   A wide selection of sample phrases to help you formulate a Job            Starting       Job            Nov-08
Job Descriptions     Description.                                                              Employment     Descriptions

Annual Leave Policy A Policy Document detailing how Annual Leave will be dealt with in         Life at work   Leave          Aug-09
                    your Business. For example, how and when Leave can be taken and so
                    on. This document covers your legal requirements, and also ensures
                    that everybody involved has a clear and common understanding
                    about Annual Leave.
Leave Form          By law you will need to keep a record of Leave taken and deducted          Life at work   Leave          Jun-09
                    from an Employees‟ entitlements. This Form supports that process, while
                    clarifying for everybody involved whether or not leave has been
                    authorised.
Quick Guide To Sick Unfortunately the misuse of Sick Leave is all too common and can be        Life at work   Leave          Aug-09
Leave - Identifying very disruptive to businesses. This Quick Guide will help you legally deal
Issues And Dealing with this issue.
With Them

Quick Guide To     A summary of the types of Leave and legal entitlements and a quick        Life at work     Leave          Jun-09
Types Of Leave     myth buster about Leave!
Sick Leave Policy  A template Sick Leave Policy for you to use as is, or adapt, to suit the  Life at work     Leave          Jun-09
                   needs of your business covering all your legal requirements in plain
                   English.
Performance        This Quick Guide and template document is designed to support you as Life at work          Poor           Nov-08
Improvement Plan & an Employer managing your poor performers. Remember that it is far                         Performance
Quick Guide        better for the people and your purse strings to turn poor performers into
                   good performers, rather than recruiting a replacement who may be no
                   better after all! Performance Management will help you achieve this
                   goal.

                     Key Words: Poor Performance, Misbehaviour, Disciplinary, Dismissal




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Proposal Feedback    The Proposal Feedback sheet is an optional questionnaire that can be Ending                 Restructuring   Jan-09
Sheet                used as Part of a Consultation Process. The Proposal Feedback Sheet is Employment           and
                     very useful as it helps focus Employee‟s minds on the Business reasons                      Redundancies
                     for the restructuring rather than focusing on the emotional side of the
                     process.

                     A Consultation Process is a legal requirement when going through any
                     Restructuring. Restructuring is when you are significantly changing an
                     Employee‟s role or making Employees redundant.

Quick Guide To       A comprehensive guide and practical to help you though the process Ending                   Restructuring   Jan-09
Redundancies And     of restructuring a business, department or person. Up to, and including, Employment         and
Restructuring        the process for making Employees redundant.                                                 Redundancies

                     NB It is recommended that you seek professional help due to the risk
                     associated with Redundancies. However, this Practical Guide will help
                     Small Business Owners, HR Professionals and Managers minimise the risks.

Redundancy          An Assessment Criteria Matrix is to be used when assessing staff during a     Ending         Restructuring   Jan-09
Assessment Criteria Redundancy Process.                                                           Employment     and
Matrix                                                                                                           Redundancies
                    By providing a clearly Defined Matrix Assessment you are able to
                    clearly show what Assessments you have given to individuals. By being
                    clear and transparent with individuals, this significantly reduces the risk
                    of personal grievances.
Redundancy          This Template Consultation Document will help you write a Consultation        Ending         Restructuring   Jan-09
Template            Document and help you to fulfil your legal requirements in relation to        Employment     and
Consultation        Restructuring, Redundancy Processes and Disestablishment of                                  Redundancies
Document            Roles/Positions.
Sample Personalised During a Redundancy Process you legally need to advise Employees              Ending         Restructuring   Jan-09
Statements          (recommended in writing) what this means for them. The Personalised           Employment     and
                    Statements are sample words for you to convey clearly "what this                             Redundancies
                    means for me" to your Employees during a Restructuring Consultation
                    Process.

                     These Sample Statements should be used in the template Consultation
                     Document under the section “What this means for me”.

Template              When you have completed a Consultation Process and made an                  Ending         Restructuring   Jan-09
Confirmation Of       Employee redundant, you need to confirm this to them in writing. This       Employment     and
Redundancy Letter     template will help ensure you cover your legal requirements in a clear                     Redundancies
                      and concise way.
Template              Once you have completed a Consultation Process for a Restructure,           Ending         Restructuring   Jan-09
Confirmation Of       even if you have not made the Employee redundant it is advisable to         Employment     and
Consultation Letter - confirm the outcome in writing. This also enables you to share with the                    Redundancies
NOT Redundant         Employees what changes you have made as a result of their feedback
                      which will in turn help to make the Employees feel valued.

Quick Guide To       We all have discussions we avoid having. The Quick Guide to the              Life at work   Training        Aug-09
Courageous           Courageous Conversation highlights the impact of this avoidance and
Conversation         gives you some practical tips and tools on how to have that
                     Conversation.




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DOCUMENT INFO
Description: Maternity Business Suit document sample