Human Resources Apps

Streamline and enhance your HR processes while saving time and money!


Instantly implement best practice processes


Move faster and more effectively as a team


Save time, reduce costs & get better results

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Designed by HR experts, the Human Resources Bundle includes instant applications and best practice templates to help you and your team build, manage, and implement your HR strategies and processes.

Human Resources Process Applications

Applications included in the Human Resources Bundle include:

HR Employee Manager

The HR Employee Manager provides a simple yet powerful way to track and manage your workforce. Use the employee profile template to track relevant employee data, manage onboarding, manage performance reviews, and manage offboarding plans when employees exit the company. View analytics by location, department, or employee role. Export data anytime. The HR Employee Manager powers small and medium sized businesses for a fraction of the cost of larger HRIS systems while being much easier to implement and use.

Drive Your Workforce Strategy


Simplify Your HR Processes


Save time and optimize resources


Diversity, Equity, & Inclusion (DEI)

The Diversity, Equity & Inclusion (DEI) app is a powerful step-by-step process focused on learning about DEI, assessing your organization, talent and employee experience, and then prioritizing opportunities and running projects to address key areas of improvement. Walk through a clear step-by-step process by filling out best practice templates and entering data that create DEI dashboards to track your progress over time.

Assess your current DEI status


Define your DEI strategies & projects


Track progress with DEI dashboards


Nine Box Assessment Grid for Talent Management

The Nine Box Grid Talent Management & Succession Planning application gives your HR team everything it needs to assess, identify, and manage high potential talent. Through simple assessment tools, create dashboards to view talent across the nine box grid and drill down into individual profiles for deeper analysis and insight. Talent Management & Succession Planning has never been faster or easier.

Drive talent strategy


Manage succession planning


Save time and optimize resources


Coaching Management Process

The Coaching Management app delivers a simple yet powerful way to manage coaching clients, defining and organizing coaching objectives and goals for each client, and tracking overall progress of individual clients and the overall client base. Use the application for management development, leadership development, or personal development coaching.

Define Objectives & Goals


Track Individual Progress


Save time and optimize resources


RACI Manager Software App

Getting clear on roles and responsibilities is critical for any team and organization. The RACI Manager provides a simple, scalable way to create RACIs for teams and business functions that clarify who is Responsible, Accountable, Consulted, and Informed for specific business processes and process steps. Customize the groups that will be part of the RACI. Define the processes you want to map and the steps within them for each RACI element. Run reports that dynamically create RACI charts and tables by process, COE, or function. Search and find processes and steps anytime and track status to ensure they are being implemented successfully using your defined RACIs.

Clarify Roles & Responsibilities


Save Time & Reduce Costs


Ensure Success with Expert RACI Tools


Standard Operating Procedure (SOP) Software

The Standard Operating Procedure (SOP) application provides a complete process, inventory, and dashboard for managing your standard operating procedures. Create SOPs using a simple template. Use intuitive workflows to approve, manage changes, and publish procedures. Track official SOPs and view archives and of historical processes. Search, export, and edit your standard operating procedures to ensure your operations are always fully current and compliant.

Simplify & Streamline Your Process


Save Time & Reduce Costs


Ensure Success with Expert Guidance


Events Planner

Use the Events Planner to create and manage events including conferences, workshops, seminars, webinars, classes, and more. Create records that contain data for each event with event timelines, project plans, budgets, status, and supporting documents. Dashboard reports provide an overview of the status across all events so you can manage your entire events portfolio.

Manage One or Multiple Events


Save Time & Reduce Costs


Ensure Success with Expert Templates


OGSM: Objectives, Goals, Strategies & Measures

Use the OGSM strategy application to define your strategic business objectives, the goals to support your objectives, the strategies to achieve your goals, and the measures to track success. Create and track projects to support your OGSM strategy and use the dashboard to measure progress.

Create your Objectives, Goals, Strategies and Measures for your team & organization


Save time & optimize resources with a simple yet powerful OGSM process


Use expert advice from video tutorials to stay focused and on track


Key Performance Indicators (KPI) Dashboard

The Key Performance Indicators Dashboard gives you a simple way to manage the most important KPIs for your business. Use the KPI wizard to instantly create KPIs that measure and track quantifiable metrics for any business function or activity. Use bar charts, graphs, status indicators, status notes, and tasks with assigned owners to ensure progress toward your most important measurable goals.

Get focused on key metrics


Track KPIs and KPI action plans


Ensure success with KPI expert tutorials


Innovation Culture

Based on the book, The Invisible Advantage, the Invisible Advantage Innovation Culture app gives you everything you need to create and manage your own culture of innovation for your team or organization by nurturing an environment that promotes free thinking, an entrepreneurial spirit, and sustainable value creation at all levels and across all functions. It’s a complete tool kit that anyone can use to uncover the unique, hidden drivers of innovation and then introduce fresh, intuitive approaches tailored to their organization’s specific environment.

Create a culture of innovation


Use innovation to transform your business


Ensure success with innovation culture tutorials


Human Resources Templates

Online and downloadable PowerPoint & Excel templates include:
Action Item List Template - Excel XLS Template

Action Item List

An Action Item List is a simple tool for tracking tasks, owners of tasks, and the time frame that tasks need to be completed during a project.Learn More »
Benchmarking Analysis Template - Excel XLS Template


Benchmarking is the process of comparing an organizations performance to those of the top standards in the industry, which can be another organization within the industry or an organization in another industry that operates at the level that the industry is hoping to achieve.Learn More »
Career Planning Template - PowerPoint PPT Template

Career Planning

Career Planning is an ongoing process of structured self-analysis in order to identify career objectives, marketable skills, strengths and weaknesses.Learn More »
Competency Based Interviewing Template - PowerPoint PPT Template

Competency Based Interviewing

Competency Based Interviewing is a style of interviewing used to determine an applicant’s ability to handle certain situations. Most questions in this type of interview require the candidate to provide specific examples of how they’ve responded to difficult situations in the past.Learn More »
Critical Incident Report Template - PowerPoint PPT Template

Critical Incidents

There are several different types of Critical Incidents. A Critical Incident can be either a single traumatic event such as a life threatening emergency or violent event, or a series of repeated experiences which have negatively impacted a person over time.Learn More »
Critical Success Factors Template - Excel XLS Template

Critical Success Factors

Critical Success Factors are the core actions that underlie an organization’s strategic objectives that must be accomplished at the highest level possible in order to achieve the overall goals and mission of the organization.Learn More »
Customer Persona Template - PowerPoint PPT Template

Customer Persona

A Customer Persona is marketing tool used to project and illustrate, in graphic form, an individual’s lifestyle habits, preferences, motivations, demographic background, and other key personality traits that are based on customer research and are intended to represent a broader customer segment of great importance to the company.

Learn More »

Five Whys Template - PowerPoint PPT Template

Five Whys Process

The Five Whys Process provides business leaders and managers with a simple and easy to understand methods used in the Analyze phase of DMAIC (Define, Measure, Analyze, Improve, Control) within the Lean Six Sigma process.Learn More »
Focus Group Management Template - Excel XLS Template

Focus Groups

Focus Groups are groups of individuals who are gathered to observe a new product or discuss a particular topic in order to give organizations a chance to preview customer reactions. They are also used to gauge employee reactions to an organization’s change program. Learn More »
Gap Analysis Template - PowerPoint PPT Template

Gap Analysis

Gap Analysis is a method of determining how an organization’s current state differs from its desired future state and the steps it needs to take to achieve desired performance results.Learn More »

Geert Hofstede's 6 Dimensions of Culture

Psychologist Dr Geert Hofstede originally published his cultural dimensions model in the 1970s, based on his cross-cultural psychology research of people who worked for IBM in more than 50 countries. His original research included only four dimensions, but a fifth and sixth dimension were added later. The model has since become an international standard in order for people to work more successfully across varying cultures.Learn More »
Growth Mindset Template - PowerPoint PPT Template

Growth Mindset

A Growth Mindset is a particular way of thinking that involves believing that one is not born with a fixed amount of intelligence but rather their intelligence grows over time through hard work and learning from others.Learn More »
Herzbergs Two Factor Theory Template - PowerPoint PPT Template

Herzberg’s Two-Factor Theory

Herzberg’s Two-Factor Theory proposes that there are two categories of job characteristics, one of which is consistently related to job satisfaction (called motivation factors) and one related job dissatisfaction (called hygiene factors).Learn More »
Issue Tracker Template - Excel XLS Template

Issue Tracker

An Issue Tracker is a management tool for tracking incoming issues, often related to a customer support center or software development program.Learn More »

Job Analysis

Job Analysis is the process used to determine in detail the particular job duties and requirements as well as the degree of importance of these duties for a specific job. The job analysis is then used to create a job description.Learn More »
Job Description Template - PowerPoint PPT Template

Job Description

A Job Description is the result of doing a job analysis, and which lays out specific duties and responsibilities related to a job. The job description defines the job as related to other jobs in the organization, the lines of communication which need to be followed, and the job title to which the job reports.Learn More »
Key Outcomes Indicators KOI Template - PowerPoint PPT Template

Key Outcome Indicators

Key Outcome Indicators help measure the overall performance and success of an organization. Many companies use Key Outcome Indicators across departments to measure the success of specific groups and the organization as a whole.Learn More »
Key Performance Indicators KPI Template - PowerPoint PPT Template

Key Performance Indicators (KPIs)

Key Performance Indicators (also known as KPIs) help measure the overall performance and success of an organization. Many companies use KPIs across departments to measure the success of specific groups and the organization as a whole. In addition, Key Performance Indicators are a helpful tool in decision-making since they create visibility into the measurable success factors of an organization. KPIs can also be used to understand where a team, department or organization stands with respect to the implementation of its strategies, goals and projects.Learn More »
Leading and Lagging Indicators Template - PowerPoint PPT Template

Leading & Lagging Indicators

Leading and Lagging Indicators are two types of measurements used when assessing performance in a business or organization. The difference between the two is that a leading indicator can influence change and a lagging indicator records only what has happened in the past.Learn More »
Learning and Growth Scorecard Template - PowerPoint PPT Template

Learning and Growth Perspective Scorecard

The Learning and Growth Perspective is a part of the balanced scorecard that refers to intangible assets (e.g., employee skills and abilities) that are required to maintain internal processes in the organization.Learn More »
Mentoring Action Planning Template - PowerPoint PPT Template

Mentoring Action Planning

Mentoring is the act of providing guidance in the workplace to a less-experienced employee, called a mentee. A mentor may either be another employee of the company or a professional from outside of the company. The mentor is a role model who shares knowledge and advice to help the employee grow professionally.Learn More »
Mission Statement Template - Powerpoint PPT Template

Mission Statement

A Mission Statement defines the fundamental purpose for why a company exists and may include aspects of the organization’s scope and values.Learn More »

Performance Management

Performance Management is a process in which managers and employees work together to plan, monitor and review an employee’s work objectives and overall contribution to the organization.Learn More »

Plan of Record (PoR)

A Plan of Record (PoR) is an approved plan by senior leadership that illustrates an organization’s prioritized initiatives and projects. These initiatives should be in direct alignment with the operational plan that supports the organization’s annual goals and objectives.Learn More »
Project Charter Template - PowerPoint PPT Template

Project Charter

A Project Charter lists the main goals of a project as well as a detailed plan for how to attain those goals. This detailed plan involves identifying the relevant stakeholders and determining the roles and responsibilities of each individual involved with the project.Learn More »
Purpose Statement Template - PowerPoint PPT Template

Purpose Statement

The Purpose Statement defines the basic customer needs the organization exists to fulfill. Not associated with a definitive end point, time frame, or deadline, Purpose Statements essentially answer the question “what business are we in?” in a broad yet focused way.Learn More »
RACI Chart Template - Excel XLS Tool


RACI is an acronym for Responsible, Accountable, Consulted and Informed. RACI Charts or the RACI Matrix are tools for outlining roles and responsibilities within a team or organization to ensure that nothing falls through the cracks.Learn More »
RBS Resource Breakdown Structure Template - PowerPoint PPT Tool

Resource Breakdown Structure

Resource Breakdown Structures is a hierarchical list of resources related by function and resource type that is used to facilitate planning and controlling of project work.Learn More »
Skills Requirements Checklist Template - PowerPoint PPT Tool

Skills Requirement Checklist

A Skills Requirement Checklist is a tool for employees and potential employees which lists the skills needed to perform a specific job, and the level of competency required of each skill.Learn More »
SMART Performance Metrics Template - PowerPoint PPT Template

SMART Performance Metrics

SMART Performance Metrics is a tool used to create criteria to help improve the chances of an organization’s business success. It is an acronym that many businesses use for different purposes, from goal-setting to performance reviews to evaluating innovation.Learn More »
SMARTER Goals Template - PowerPoint PPT Template


SMART(ER) Goals stands for Specific, Measurable, Achievable, Relevant, Time-Bound, Evaluate and Re-Do. Setting SMART(ER) Goals helps to clarify ideas, focus individual or team efforts and efficiently use time and resources.Learn More »
Sponsor Roadmap Template - Excel XLS Template

Sponsor Roadmap

A Sponsor Roadmap details the actions that organizational executives need to take to fulfill their role in the change management process. The roadmap is very important to making sure that your team gets the necessary support from senior leadership to ensure a successful implementation of the change management program.Learn More »

Stakeholder Analysis

A Stakeholder Analysis is a strategy used to identify the individuals in your organization who will and will not support your change efforts. In addition, a stakeholder analysis allows your team to determine how to treat these individuals, and what actions to take with them during the change process. This analysis is useful to ensure that your change management program can be implemented successfully sine these actions help minimize resistance to change.Learn More »
Standard Operating Procedure (SOP) Template - Powerpoint PPT Template

Standard Operating Procedure (SOP)

A Standard Operating Procedure, or SOP, is a document or process outline that has been created to show operators how to carry out a specific task, process or activity. It can be delivered as a document, presentation, workflow document, or even a video.Learn More »
Strategic Goals Template - PowerPoint PPT Template

Strategic Goals

Strategic Goals are the high-level, overarching objectives that an organization sets out to achieve over a set timeframe. They articulate what the organization plans to do to fulfill its mission and vision, and they form the foundation for designing and implementing strategic initiatives, which are the actual projects and programs that get implemented in service of accomplishing the Strategic Goals.Learn More »
Business Strategy Map Template - PowerPoint PPT Template

Strategy Map

A Strategy Map is a clear visual representation of the major strategic objectives of an organization, usually based on a framework or model like the balanced scorecard. This representation is useful for communicating the organization’s strategy in a digestible way to employees at all levels of the organization.Learn More »
Strategy Roadmap Template - PowerPoint PPT Template

Strategy Roadmap

A Strategy Roadmap, also known as a Strategic Roadmap, is a visual depiction of where the organization currently is and where it would like to go in the future, including a plan to get from the current to the desired state.Learn More »
SWOT Analysis Template - Digital Online PowerPoint Software Tool

SWOT Analysis

SWOT Analysis is a strategic planning tool that explores an organization’s internal and external environment, including strengths, weaknesses, opportunities, and threats.Learn More »

Training Development Plan

A Training Development Plan is a series of checklists or action plans which act as working documents to support employees and line managers in elevating the skills and competence of a particular set of employees across a team. The correct implementation of a Training Development Plan ensures the manager and the employee are both meeting their personal growth goals while simultaneously developing their ability to achieve more in the workplace while helping to support the long-term strategies of the business.Learn More »
Values Statement Template - PowerPoint PPT Template

Values Statement

Values Statements articulate an organization’s core beliefs and principles that drive performance and behavior. They contain the essential and enduring tenets of an organization.Learn More »
Vision Statement Template - PowerPoint PPT Template

Vision Statement

Vision Statements define and describe the vibrant future an organization wishes to create and achieve. The intention of a vision is to guide, inspire, and motivate people to reach the desired end state for the organization.Learn More »
Voice of Customer VOC Table Template - PowerPoint PPT Template

Voice of the Customer Table

The Voice of the Customer Table is a template which helps business leaders and managers frame the inputs received through the process of carrying out a Voice of the Customer (VOC) exercise.Learn More »

Our Customers Achieve Great Results

We're more than software.

We're human resources experts with decades of experience.

Consulting Services

Develop a better HR strategy faster and easier with expert support


Ensure your HR projects are successfully implemented & measured


Engage your organization to create buy-in and alignment

Your HR Solutions Practice Lead

Leslie Eveland has held positions as head of Organization Development at Applied Materials, Director of Organization Development at Charles Schwab, and Senior Manager at HP’s Strategic Change Services Group. Leslie has led complex enterprise projects and change management initiatives including leading manufacturing process transformations, designing organizational processes, and more. She has led change initiatives ranging from transformational organization redesign, to merger and acquisitions integration, to implementation of new technologies and systems. She has worked with Cisco, Chevron, Lockheed Martin, Blue Shield, Ebay, NetApp, Stanford University, and many other leading organizations.

Let’s discuss your HR transformation