Aiming to provide the ultimate list of free HR templates and forms. This will continue to be updated as needed.
Instantly clone each of these free HR templates and forms into your SwiftCloud account in just a few clicks.
All of these free HR templates are configured to work with SwiftCloud e-Signature & Document Automation systems.
If you prefer to download it and use it old-school offline paper style, instead of e-signature and automation, it’s okay, we won’t judge.
To clone any of these docs into your SwiftCloud electronic signature account, simply click on Templates once you’re set up (Start here for $1!) and then you click the copy button to clone an editable copy into your own account.
When someone signs any one (or more) of these free HR templates, each signer/worker/employee will be placed in a Social Shared Workroom. This workroom is an excellent place to upload and download docs and bundle them into an “envelope”.
You’ll both get an emailed PDF of whatever doc was signed (if you have this setup — you can also notify other people on a doc-by-doc basis, export etc). In the Social Shared Workroom, you can also store files such as driver’s licenses, insurance information, and more. Make notes and much more in this shared workspace that’s just for you and your employee or potential hire.
The easiest way to use these is to click here, start for $1, and clone any of the below into your account.
HEY THERE! Some docs are still being added so if you need one of the docs below and it’s not available, just send a message to SwiftCloudHelp {at} Gmail dot com or send a support request and we’ll finish up any docs up for you. This is a free service! We may have it on file already and just have not linked it yet into the templates-account.
Full unsorted list of Templates is at https://portal.swiftcrm.com/templates/
HIRING & PRE-HIRE
- Employment Application
- References Checking Form / Reference Verification Form
- Job Interview Form – Here’s our own Programmer pre-interview form, and a writer e-interview form
- Job Offer Letter Sample Template
- Rejection Letter Sample Template
- Employment History Form
- W4 PDF e-signable (for W2 Employees in the U.S.A.)
- W9 PDF e-signable (for Independent Contractors, U.S.A. form)
- Talent Release (for photo & video) /// Version 2 for Minors
- Post-Offer Medical Questionnaire // note: For discrimination reasons, this should only be used after an offer is made.
NOTE: We have a slick Staffing WordPress plugin (Free!) that you may find helpful for creating both an Employee Directory online, as well as Job Applications – see https://wordpress.org/plugins/applicant-tracking-system
Update: We are just rolling out “Tag Scores” – this is an awesome way to sort job applicants by test-score, your value, expected rate per hour, or any other number based criteria.
EMPLOYEE ONBOARDING
- Direct Deposit Form
- NDA – Non Disclosure Agreement Form Template
- Independent Contract Agreement Form Template
- Release of Information (Background Check Release)
- Intern Agreement Template
- Employee Emergency Info + Employee Information Form
- Drug Screening Form / Consent for Drug Screening (version 2)
WORKING EMPLOYEES
- Performance Review Form
- Sick Time / PTO Personal Time Off Request Form
- Timesheet e-signable template
- WordPress Employee Directory Plugin (created by us)
WORKER OFFBOARDING
- Resignation Form Template
- Job Transfer Request Form
- Independent Contractor Termination Letter Example Template
- Termination of Employment
- Termination Letter Template
- Employee Exit Interview
- Employee Termination Checklist & Best Practices
Job Applications
- Employment Application Version 1
Government Forms (Signable PDFs)
- W4 Signable PDF (W2 Employees)
- W9 Signable PDF (contractors)
- 1099 e-Signable PDF
- State Employment e-signable Forms:
Payroll Forms
OSHA, FLSA & Compliance Forms
Industry-Specific – HIPAA (Medical) etc.
- MEDICAL
- TRANSPORTATION
Performance Management Forms
- Peer Review Form
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