With hundreds of individual templates, policies, contracts, guides, and tools, all available within Citation HR Software, our Library of HR Resources makes people management easy for our clients’ businesses.
Whether you’re looking for an employee handbook template or specific HR policies and procedures, our library of resources has everything business owners might need to reach for at a moment’s notice.
The power of the Cloud means that our clients can access HR templates whenever they need to, wherever they happen to be. So, regardless if you’re in the office or working remotely, it’s always easy to find what you need when you need it.
Prepared and developed by seasoned professionals at Citation Legal you can rest easy knowing that every resource has been checked and vetted by accredited specialist lawyers – we don’t just set and forget. Our team know the shelves of our library inside out, and with their knowledge can help you with any document you need.
Please find a comprehensive summary of the templates and checklists that can be generated from within Citation HR below.
Templates
Contracts
- Confidentiality Agreement
- Independent Contractor Agreement
- Casual - Award Covered (e)
- Casual - Non Award (e)
- Full Time - Award Covered (e)
- Full Time - Award Covered - Fixed Term (e)
- Full Time - Non Award (e)
- Full Time - Non Award - Fixed Term (e)
- Part Time - Award Covered (e)
- Part Time - Award Covered - Fixed Term (e)
- Part Time - Non Award (e)
- Part Time - Non Award - Fixed Term (e)
- Template Forms
Letters
- Invitation to Interview (Hiring)
- Letter confirming conduct warning
- Letter confirming payrise or promotion after review
- Letter confirming performance warning
- Letter confirming volunteer ceasing participation
- Letter confirming volunteer resignation
- Letter confirming volunteer termination
- Letter of Congratulations (Successful Candidate)
- Letter of Regret (Unsuccessful Candidate)
- Letter of Termination - Acceptance of Resignation
- Letter of Termination - Casual Employee
- Letter of Termination – Redundancy
- Letter of Termination - Summary Dismissal
- Letter of Termination - during MEP
- Letter of Termination - for Cause
- Letter of Termination - resignation by abandonment
- Letter querying absence (presumed abandonment)
- Letter to Applicant (thank you letter)
- Request to attend consultation meeting about redundancy
- Request to attend consultation meeting about redundancy (with redeployment option)
- Request to attend counselling session for misconduct
- Request to attend counselling session for performance
- Request to attend investigation interview (misconduct)
- Request to attend meeting re proposed dismissal for cause
- Request to attend meeting re proposed summary dismissal
- Request to attend meeting regarding engagement
- Request to attend meeting regarding ongoing employment
- Request to attend scheduled performance review
- Statement of Service
- Statement of Service for Volunteers
- Volunteer Agreement - Event (e)
- Volunteer Agreement - Long Term (e)
- Part-Time Conversion: Offer to Full-Time Employment Letter
- Part-Time Variation of Hours Letter
- Reduction in Casual Hours Letter
- Flexible Working Request - Letter of acceptance
- Flexible Working Request - Letter of refusal
- Flexible Working Request - Letter of Eligibility
Policies
- Employee Handbook
- Alcohol and Other Drugs Policy
- Artificial Intelligence
- Attendance and Absenteeism
- Business and Social Functions Policy
- Code of Conduct Policy
- Coronavirus Vaccination
- Corporate Expense and Credit Card
- Educational and Professional Development
- EEO, Discrimination, Bullying and Harassment Policy
- Flexible Working Policy / Guide
- Gender Equality, Inclusion and Diversity Policy
- Grievance Policy
- Ill and Injured Employee Management and Return to Work Policy
- Internet and Email Policy
- Leave Policy
- Living Away From Home Policy
- Mental Health Policy
- Modern Slavery Policy
- Motor Vehicle Policy
- Parental Leave Policy
- Performance Counselling and Disciplinary Policy
- Privacy Policy
- Right of Entry Policy
- Right to Disconnect Policy
- Secondment Policy
- Social Media Policy
- Travel Policy
- Travel Health and Vaccinations Policy
- Whistleblower Policy
- WHS Policy
- Working Alone Policy
- Working From Home Policy
- Workplace Surveillance Policy
Forms
- Acknowledgement of Receipt
- Workplace Health and Safety Policy Acknowledgement
- WorkCover QLD - Claim Form
- Workers Compensation Form - Comcare
- Workers Compensation Form - NT
- Workers Compensation Form - SA
- Workers Compensation Form - WA
- Manual Incident Reporting Form
- Employee Details Form
- Employment Application Form
- Leave Application Form
- Medical Authority Form
- Outcome of Salary Review Form
- Parental Leave Application Form
- Travel Approval Form
- Working from Home Application Form
- Receipt of Company Property Form
- Expense Claim Form
- Reference Check Form
- Statement of Service
- Agreement to Cash Out Annual Leave
- Employee Departure Checklist
- Employee Exit Interview
- Job Description Template
- Request to Vary Regular Hours of Work
- Staff Roster Template
- Timesheet
- Training Attendance Record
- Meeting Minutes
- TOIL Agreement
WHS Documents
- Hazard Risk Matrix
- How to Manage Work Health and Safety Risks
- Incident Notification Fact Sheet
- Incident Notification Process for each State
- Interpretive guideline - person conducting a business or undertaking (PCBU)
- Interpretive guideline - the health and safety duty of an officer
- Interpretive guideline - the meaning of 'reasonably practicable'
- Safe Work Method Statement
- WHS Consultation Plan Template
- WHS Consultation Procedure
- WHS Ergonomics Management Procedure
- WHS Incident Management Procedure
- WHS Issue Resolution Procedure
- WHS Manual Tasks Procedure
- WHS Multiple PCBU Issue Resolution Procedure
- WHS Officer Due Diligence Plan
- WHS Risk Management Procedure
- Work Health and Safety Consultation Cooperation and Coordination
- Worker Representation and Participation Guide
- Workplace Inspection Checklist
Employee Management Workflows & Checklists
Pre-employment Workflow
- Create a Candidate
- Approval to Recruit Checklist (eSS)
- Interview and Shortlist Candidates Checklist
- Unsuccessful Candidate Checklist (bulk-launch enabled)
- Pre-employment Documentation Checklist (eSS)
Employee Management Workflow
- Create an Employment Agreement or Letter of Variation Checklist (eSS)
- Employee Induction Checklist (eSS)
- Casual Conversion Checklist
- Casual Conversion Request Checklist
- WHS Induction Checklist (eSS)
- Counselling for Poor Performance Checklist
- Counselling for Misconduct Checklist
- Scheduled Performance Review Checklist (Flexible) (eSS) (bulk-launch enabled)
- Scheduled Performance Review Checklist (Standard) (eSS) (bulk-launch enabled)
- Grievance or Complaint Investigation Checklist
- Flexible Working Request Checklist
Termination Workflow
- Termination by Employer within Minimum Employment Period
- Small Business (less than 15 employees) Checklist
- Large Business Checklist
- Termination of Casual Employee Checklist
- Termination by Employer for Genuine Redundancy Checklist
- Summary (Immediate) Dismissal by Employer Checklist
- Dismissal by Employer for Cause Checklist
- Termination by Employee
- Resignation by Employee Checklist
- Termination by Abandonment Checklist
WHS Management Workflows & Checklists
Lead Safety Workflow
- Setting up Workplace Health and Safety Policies and Procedures Checklist
- Office Due Diligence Plan Checklist
- Emergency Management Plan Checklist
- Workplace Health and Safety Management Plan Checklist
- Volunteer Management Plan Checklist
- Workgroups/Health and Safety Reps/Health and Safety Committee Checklist
Manage Safety Workflow
- Hazard Management Checklist
- Incident Management Checklist
- Injury Management and Return to Work Checklist
- Risk Register Review
- Issue Resolution Management Checklist
- Multiple PCBU Issue Resolution Process Checklist
- Health Monitoring Checklist
Engage on Safety Workflow
- Contractor WHS Induction Checklist
- Conduct a Consultation Checklist
- Worker WHS Induction Checklist
Contractor Management Workflows & Checklists
Contractor Engagement Workflow
- Create a Contractor
- Contractor Engagement Checklist
- ICA Bona Fide Test
Contractor Management Workflow
- Manage a Contractor
- Grievance or Complaint Investigation Checklist
Contractor Termination
- Commence Termination of a Contractor Agreement Checklist
Volunteer Management Workflows and Checklist
Volunteer Recruitment Workflow
- Create a Volunteer
- Volunteer Recruitment Checklist
Volunteer Management Workflow
- Volunteer Induction Checklist
- Grievance or Complaint Investigation Checklist
Volunteer Termination Workflow
- Volunteer Initiated Termination Checklist
- Volunteer Termination by Engager Checklist
Recent Updates to Templates and Checklists
Content / Template Type | Name of the Document | Inclusion / Removal |
Policies | Parental Leave Policy |
|
Policies | Leave Policy |
|
Policies | Flexible Working |
|
Policies | Equal Employment Opportunity (EEO) Discrimination, Harassment and Workplace Bullying |
|
Letters | Employment Contract Cover Letters |
|
Employee Contracts | Employment Agreements / Contracts (all) |
|
Checklist | Pre-employment |
|
Flexible Working Request |
|
|
Guide | Flexible Working Request |
|
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