Free · 22 templates
Free HR templates for exits, retention and onboarding
Each one is a working sheet. Fill it in on the page, then copy it, print it or download it. What you type stays in your browser, and there is no signup.
These templates cover exits and offboarding.
For the weeks after someone resigns: what to ask, what to hand over, and how to turn single exits into a pattern you can read.
Twelve questions a leaver answers in writing, in about ten minutes.
Survey Copy Print Download
An opening script, eleven questions and one primary reason, for the interviewer.
Form Copy Print Download
Exit interview tracking spreadsheet
One row per leaver, eight columns, and a short review for the quarter.
Sheet Copy Print Download
Employee offboarding checklist
Four stages and 21 items, from notice to the week after the last day.
Checklist Copy Print Download
Employee turnover report template
Headline numbers, a split by team, the reasons and one ask, on a single page.
Sheet Copy Print Download
These templates are for the conversations that keep people.
Agendas and question sets for the meetings where a manager hears about a problem while there is still time to act on it.
Ten questions in four themes, and the actions you agree before the meeting ends.
Form Copy Print Download
One-on-one meeting agenda template
Six timed parts for a 30-minute one-on-one, with their topics first.
Agenda Copy Print Download
Skip-level meeting agenda template
Five timed parts, an opening script and nine questions for a 30-minute skip-level.
Agenda Copy Print Download
Nine questions in five parts, from what gave energy to the next two or three steps.
Form Copy Print Download
Employee recognition note template
Four prompts and three ready-made wordings for a thank-you that is specific.
Note Copy Print Download
These survey templates are ready to send.
Short question sets with a fixed scale, so the answers can be counted and compared from one round to the next.
Employee engagement survey template
Fifteen rated statements in five themes, plus two open questions.
Survey Copy Print Download
Five rated statements, one open question and a slot to swap each round.
Survey Copy Print Download
The 0 to 10 question, two follow-ups and a tally sheet for the score.
Survey Copy Print Download
Employee satisfaction survey template
Eleven items rated from very dissatisfied to very satisfied, plus two open questions.
Survey Copy Print Download
Manager feedback survey template
Nine rated statements about a manager, and two open questions.
Survey Copy Print Download
New hire onboarding survey template
Eight rated statements and three open questions for week one, day 30 or day 90.
Survey Copy Print Download
These templates cover a new hire's start and a person's growth.
Checklists and plans for the first 90 days, and for the development that gives people a reason to stay after them.
Five stages and 22 items for the manager, from before day one to day 90.
Checklist Copy Print Download
30-60-90 day check-in template
Three questions and a status at day 30, day 60 and day 90, plus a goals table.
Form Copy Print Download
Individual development plan template
Strengths, direction and three development goals with actions and dates.
Form Copy Print Download
These sheets are for retention and talent planning.
One-page plans for leadership: where turnover stands, which roles are exposed, and who could step in.
Employee retention plan template
Four measures, three reasons, the roles you cannot lose and the actions with owners.
Sheet Copy Print Download
Critical roles, who could step in, emergency cover and development for successors.
Sheet Copy Print Download
A rating table, the three by three grid to type names into, and next steps.
Sheet Copy Print Download
Every template page is laid out the same way.
The sheet comes first, ready to fill in. Under it are the steps for using it, a worked example with invented people at an invented company, the mistakes that spoil it and the questions people ask.
What every template page has
1The sheet
Fill it in, then copy, print or download it.
2How to use it
Five steps, in order.
3A worked example
Invented people at an invented company.
4Mistakes and questions
What spoils it, and what people ask.
Find out who is showing exit signals.
Score one person against ten factors in five areas, in a few minutes, and see which signals are contributing most.
Run a flight risk assessmentFree, no signup required.
These templates follow three rules.
Each one is ready to use as it stands. Each worked example uses invented names and says so. And no template quotes a benchmark: where a number matters, the page shows how to work out your own.
Last updated
The rest of the site explains the ideas behind them.
The terms the templates use are defined in the HR and people analytics glossary, the numbers can be worked out with the free HR calculators, and the longer guides live on the TeamPredict blog.