Employee Relations Toolkit | HR Templates & Manager Guides | Disciplinary Letters, Investigation Forms, Checklists

Run ER cases with confidence and professionalism. This complete Employee Relations Toolkit gives managers, HR teams, and small business owners everything they need to handle investigations, disciplinary hearings, documentation, and outcomes—fairly, consistently, and legally compliant.

Perfect for:
✔ HR Managers • People Managers • Small Business Owners
✔ Startups without HR support
✔ Anyone responsible for employee investigations or discipline
✔ Companies needing consistent, professional HR documentation

What’s Included:
1. ER Letter Templates
Invitation to investigation
Investigation outcome Letter
First written warning
Final written warning

2. Investigation Tools
Investigation questions
Witness interview notes
Evidence log/tracker
Investigation Report template

3. Manager How-To Guides
How to conduct a fair investigation
How to manage an ER case step-by-step
Documentation & record-keeping best practices
Common mistakes managers should avoid

4. Flowcharts & Process Maps
ER process flow
Misconduct vs performance decision tree
Escalation matrix

5. Forms & Checklists
ER case intake form
Meeting notes template
Investigation checklist

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52 Pages
Ready to use
Ready to Print
Fully Customizable

What you will receive:
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PDF Printable document – to print or use digitally
Microsoft Word document- to edit

Who We Are
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At Simple HR, we understand the challenges that come with managing a growing workforce. As your business expands, it can become increasingly difficult to keep up with the demands of people management. This can lead to issues such as employee dissatisfaction, a negative work culture, high turnover rates, and ultimately, negatively impact your business’s success.

Our goal is to empower business owners and entrepreneurs to take control of their HR functions by providing easy-to-use tools and resources. By streamlining the process of people management, we help you create a positive impact on your workforce, workplace culture and ultimately, business success. A strong reputation as an employer is essential in attracting top talent, and we strive to help you achieve that.