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People & HR: HR, training, HR officer, occupational health and welfare

Roles, calculators and document generators for HR, training, the HR officer desk, occupational health administration and social welfare. Everything runs and stays in your browser: nothing is uploaded.

Privacy: HR, health and social data are sensitive. Use employee IDs or case references, not names. Medical and social records are print-only, marked Confidential, and cannot be shared by link or attached to cards. Templates are not legal advice: check your local labour law and company policy. Medical tools support organisation and record-keeping; they do not replace clinical judgement, medical protocols or local regulations.

Roles

Roles

• HR manager / HR business partner
• HR generalist
• Recruiter / talent acquisition
• Payroll & compensation specialist
• Workforce planner
• HR officer / HR agent
• Training manager
• Trainer / instructor (TWI Job Instruction)
• LMS / training records administrator
• Occupational doctor (organisation tools)
• Occupational health nurse (organisation tools)
• Workplace social worker (organisation tools)

Calculators

Calculators

• 24/7 shift staffing: FTE and crews needed
• FTE and headcount calculator
• Absence rate and Bradford factor
• Staff turnover and retention rate
• Cost per hire
• Time to fill and time to hire
• Overtime ratio and cost
• Training cost per trainee and ROI
• Training budget from the plan
• Skills coverage and versatility
• Workforce gap (supply vs demand)
• Span of control
• Compa-ratio and pay range position
• Untaken leave liability
• Recruitment funnel
• First-aid cover per shift
• HR request response time

HR documents

HR documents

• Job description
• Job advert
• Structured interview guide and scorecard
• Offer letter
• 30/60/90-day onboarding plan with safety induction
• Induction checklist
• Individual development plan (IDP)
• Performance review with SMART objectives
• Performance improvement plan (PIP)
• Absence letter (invitation to meeting)
• Return-to-work interview
• Exit interview
• Succession plan for critical roles
• Shift roster (weekly)
• HR policy (attendance, overtime, code of conduct)
• Employee notice

HR officer desk

HR officer desk

• Employee request log with response time
• Leave request and balance tracker
• Attendance and absence log
• Employment certificate / attestation
• Personnel file checklist
• HR letter templates (confirmation, change, reminder)
• HR FAQ builder

Training

Training

• Operator competency assessment (TWI-linked)
• Training plan and budget
• Course design with Bloom objectives
• Lesson plan (TWI JI steps)
• Training attendance sheet
• Trainer evaluation (observation)
• Kirkpatrick four-level evaluation
• Competency sign-off record
• Training certificate
• Refresher and compliance due-date schedule

Occupational health (administrative, confidential)

Occupational health (administrative, confidential)

• Health surveillance scheduler by exposure
• Fitness-for-work certificate (employer copy)
• Work restrictions and adjustments letter
• Phased return-to-work plan
• First-aid kit inventory and expiry tracker
• Medical centre visits log (anonymised)
• Work injury and illness register summary
• Vaccination campaign planner (logistics)
• Ergonomic assessment referral
• Workplace health promotion plan
• Emergency medical drill checklist
• Medicine and consumables stock expiry tracker (no prescribing)

Social welfare (confidential case records)

Social welfare (confidential case records)

• Confidential case note
• Social needs assessment
• Welfare follow-up plan
• Home visit report
• External referral letter (with consent)

Wellbeing communications

Wellbeing communications

• Employee assistance programme (EAP) notice
• Anonymous wellbeing pulse (aggregated results)

Related

Related

• Skills matrix
• Training needs matrix
• Annual training plan
• Onboarding checklist
• Labour planning
• Leader standard work
• TWI job breakdown