Free ยท 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. - [Exit survey template](https://www.teampredict.ai/templates/exit-survey) Twelve questions a leaver answers in writing, in about ten minutes. Survey Copy Print Download - [Exit interview form](https://www.teampredict.ai/templates/exit-interview-form) An opening script, eleven questions and one primary reason, for the interviewer. Form Copy Print Download - [Exit interview tracking spreadsheet](https://www.teampredict.ai/templates/exit-interview-tracker) One row per leaver, eight columns, and a short review for the quarter. Sheet Copy Print Download - [Employee offboarding checklist](https://www.teampredict.ai/templates/offboarding-checklist) Four stages and 21 items, from notice to the week after the last day. Checklist Copy Print Download - [Employee turnover report template](https://www.teampredict.ai/templates/turnover-report) 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. - [Stay interview template](https://www.teampredict.ai/templates/stay-interview) Ten questions in four themes, and the actions you agree before the meeting ends. Form Copy Print Download - [One-on-one meeting agenda template](https://www.teampredict.ai/templates/one-on-one-meeting-agenda) Six timed parts for a 30-minute one-on-one, with their topics first. Agenda Copy Print Download - [Skip-level meeting agenda template](https://www.teampredict.ai/templates/skip-level-meeting-agenda) Five timed parts, an opening script and nine questions for a 30-minute skip-level. Agenda Copy Print Download - [Career conversation template](https://www.teampredict.ai/templates/career-conversation) Nine questions in five parts, from what gave energy to the next two or three steps. Form Copy Print Download - [Employee recognition note template](https://www.teampredict.ai/templates/recognition-note) 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](https://www.teampredict.ai/templates/employee-engagement-survey) Fifteen rated statements in five themes, plus two open questions. Survey Copy Print Download - [Pulse survey template](https://www.teampredict.ai/templates/pulse-survey) Five rated statements, one open question and a slot to swap each round. Survey Copy Print Download - [eNPS survey template](https://www.teampredict.ai/templates/enps-survey) The 0 to 10 question, two follow-ups and a tally sheet for the score. Survey Copy Print Download - [Employee satisfaction survey template](https://www.teampredict.ai/templates/employee-satisfaction-survey) Eleven items rated from very dissatisfied to very satisfied, plus two open questions. Survey Copy Print Download - [Manager feedback survey template](https://www.teampredict.ai/templates/manager-feedback-survey) Nine rated statements about a manager, and two open questions. Survey Copy Print Download - [New hire onboarding survey template](https://www.teampredict.ai/templates/onboarding-survey) 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. - [New hire onboarding checklist](https://www.teampredict.ai/templates/new-hire-onboarding-checklist) 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](https://www.teampredict.ai/templates/30-60-90-day-check-in) 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](https://www.teampredict.ai/templates/individual-development-plan) 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](https://www.teampredict.ai/templates/retention-plan) Four measures, three reasons, the roles you cannot lose and the actions with owners. Sheet Copy Print Download - [Succession plan template](https://www.teampredict.ai/templates/succession-plan) Critical roles, who could step in, emergency cover and development for successors. Sheet Copy Print Download - [9-box grid template](https://www.teampredict.ai/templates/9-box-talent-review) 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. _Figure: Every template page has four parts, in this order. First, the sheet: fill it in, then copy, print or download it. Second, how to use it, in five steps. Third, a worked example with invented people at an invented company. Fourth, the mistakes that spoil it and the questions 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 assessment](https://www.teampredict.ai/tools/employee-flight-risk-assessment) Free, 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 October 14, 2026 ## The rest of the site explains the ideas behind them. The terms the templates use are defined in the [HR and people analytics glossary](https://www.teampredict.ai/glossary), the numbers can be worked out with the [free HR calculators](https://www.teampredict.ai/tools), and the longer guides live on the [TeamPredict blog](https://www.teampredict.ai/blog). ## People ask these questions about the templates. ### Are these HR templates free to use? Yes. Every template on this page is free to use, copy, print and adapt for your own company, and there is no signup. ### Can I change a template? Yes. Fill it in on the page, or copy it into your own document, survey tool or spreadsheet and change the wording to fit your company. Keep the questions the same from one person to the next, so that the answers can be compared. ### Where does what I type go? It stays in your browser. The templates run on the page itself, so what you type is not stored or sent anywhere. If you close or reload the page the sheet is empty again, so copy, print or download it first. ### Which template should I start with? Start with the one closest to a decision you are about to make. If people have been leaving, begin with the exit survey and the exit interview tracking spreadsheet. If you want to keep the people you have, begin with the stay interview and the one-on-one meeting agenda.