Example of documentation template for Human Resource

The following document templates (tool kits) are provided totally complimentary, free of charge to use as a starting point for Human Resource. As each business is different, additional documents or revisions would be required to meet your organization’s specific needs, requirements, context, risk profile, etc. ​​If after reading through all of these documents, you feel like you still need a consulting partner to help you develop your new documents – Contact Us. We’re always looking for interesting new clients and projects.

1.0 Annual Training plan

 YEAR – xxxx
Date:JanFebMarAprMayJuneJulyAugSepOctNovDec
Employee Details  WeekWeekWeekWeekWeekWeekWeekWeekWeekWeekWeekWeek
S.NoIDEmployee NameDesignation123412341234123412341234123412341234123412341234
                                                    
                                                    
                                                    
                                                    
                                                    
                                                    
AAPI – Q1 9th Edition – AwarenessGRisk Assess, Cont.planning &MOCMControl of NC, CA & PASHSE Insduction TranningYWaste Management 
BHydril ProceduresHContract Review & Customer SatisfactionNStore rec – issue, Receive, NCTDesign and Development requirementsZHeavy Lifting
CQMS Procedures, Work instructionsIAPI – 6A prodcuts requirementsOWelding process requirements SAW,UHazard CommunicationAADefensive Driving
DVGS inspection templatesJQC – Requirements & CalibrationPMPI,LPT,UT ProceduresVPower ToolsABHydro carbon Waste disposal
EMachine Maintenance, NC DetectionKRecord Keeping &Document Mgt.QPurchasing RequirementsWFire HazardACUse of PPEs
FMonogram Product RequirementsLPressure Testing RequirementsRBlasting & PaintingXElectric ShockADEmergency Evacuation
Prepared by
Signature:

Date:
 Reviewed by
Signature:

Date
Approved by
Signature:

Date
Iss.No./Date: 02/01.06.2013
Rev.No/Rev.Date:00/–

2.0 Training Request Form

Employee NameEmployee Number
    
Proposed Training Activity (Internal/ External)
   
Date(s)  LocationTotal # Hours of Training
(excluding travel time)
     
Registration Fee (show discounts if any)Other Costs (travel, books, lodging, etc.)
      
Total CostRef. of Training need analysis (if any)
    
Is release time needed?  Replacement staffing?
   
Training Description (Why is it Necessary)  





           

 Employee & HR Sign: 
Name:
Date:    

  MR Sign:
Name:
Date:    


  Chairman Sign:
Name:
Date:    
Iss.No./Date: xx/xx.xx.xxxx
Rev.No/Rev.Date: xx/xx.xx.xxxx  

3.0 Attendance Sheet

  Topic: Date: Time:
S.noNameSignature
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/(Rev.Date): xx/xx.xx.xxxx

4.0 Training Feedback Form

  Name Of the Programme :
Faculty :Date :
Trainee Name :Desig:
Sl. No. YesNo
1Were you able to follow the program ? (If No, please explain)



  
2Did you understand the objective? (If No, please explain)  
3Will it be useful for you to work better? (If No, please explain)  
4Did it increase your level of knowledge?  (If No, please explain)  
5Rating of Programme:                     ( A-Excellent, B-Good C-Poor)
a)Course Contents 
b)Faculty 
c)Course Materials 
  


Signature of the Trainee
Other remarks




Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/(Rev.Date): xx/xx.xx.xxxx

5.0 Certificate Request Form

Name…………………………………………………Hiring Date….…./……..…./…………Emp. No…………………
Designation…………………………………………………Department………………………………Cost Center / JO…………………
Salary CertificateContinuity CertificateCredit Card
ArabicEnglish
Civil ID or Passport No.
Addressed to
Reasons
EmployeeHead Of DepartmentPersonnel Officer
   
Note: Attach copy with the certificate signed by the employee

6.0 Interview Analysis – Local

Name of Candidate 
Interviewed for the post of: 
Department Reporting to 
Date of Interview Availability 
Visa Status Agency(if any) 
Validity of Visa Contact No. 
Skills & CompetencyDescriptionExcellentGoodAveragePoor
10852
Education     
Training & Certification     
Relevant Experience     
Proven Skills     
Work Knowledge     
Trade Test (If any)     
Total Grading:     
  Interview Assessment 
  Summary: 
Training Need (If any): 
  Salary:Last ReceivedExpectationOffered
   
Other Allowances:Company Vehicle/TransportMobileAccommodation
   
  Employment StatusCurrentNotice PeriodExp. Joining Date
   
  ConclusionAcceptance of CandidateAction to be taken by the company
  
For HR use:



Document required & to be verified. (CV/PP copy, interview details/ others if any)Trade Test (if any)                                    Certificate attested by Kuwait Council
Bio-data                         Signato                  Work permit               Civil ID                   Passport Copy




Signature with Date
Interviewed By:Reviewed By: HRApproved By: GM/AGM
   
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/(Rev.Date): xx/xx.xx.xxxx

7.0 Interview Analysis – Abroad

Name of Candidate 
Post Applied for Availability 
Place of Interview Agency(if any) 
Date of Interview Agency Contact No. 
Passport No. Candidate Cont. No. 
Passport Validity Date of Birth 
Skills & CompetencyDescriptionExcellentGoodAveragePoor
10852
Education     
Training & Certification     
Relevant Experience     
Proven Skills     
Work Knowledge     
Trade Test (If any)     
Total Grading:     
Interview Assessment
  Summary: 
Training Need (If any): 
  Salary:Last ReceivedExpectationOffered
   
  Other Allowances:Joining TicketFood/Accomodation/MobileTransportation
   
  Employment StatusCurrentNotice PeriodExp. Joining Date
   
  ConclusionAcceptance of CandidateAction to be taken by the company
  
For HR use:
Document required & to be verified. (CV/PP copy, interview details/ others if any) Bio data  Certificate attested by Ministry
  Passport Copy  Trade test
Interviewed By:Reviewed By: HRApproved By: GM/AGM
   
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/(Rev.Date): xx/xx.xx.xxxx

8.0 Personnel Interview Record Form

  Name 
  Post Applied For 
  Passport No. 
  Passport Validity 
  Civil ID No. 
  Visa Status 
  Visa Validity 
  Type of Visa 
  Transferable/Non-Transferable 
  Visa Required/Not Required 
Contact Number  Local   International 
Qualification 
Additional Qualification 
Experience in Years 
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/(Rev.Date): xx/xx.xx.xxxx

9.0 Job Application form

Please fil the complete form: 
Recent Photo Position Applied for:       
Personal Information:    
 
Full Name: 
First:Second:Third:Last: 
Blood Type:Marital Status:Gender: 
Place of Birth:Date of Birth:Nationality:         
Date of Expiry:Passport Type:Passport No.: 
Date of Expiry:Article No.:Civil ID No.: 
Permanent Address:Current Address: 
Mob. No.:E-mail Address: 
Do you have any medical issue that requires attention? Please mention with the medication you use 
  
  
            In case of Emergency, please mention first of kin 
     
     
Please mention your dependents’ details below: 
Sr noNameDate of BirthRelations 
    
    
     
     
     
     
     
Educational Qualifications: 
Please mention your Educational Qualification starting from the highest 
Sr noCountryUniversity / CollageYearDegree 
 
      
      
      
      
Please mention your Professional Certificates    
Sr noCountryCollege / InstituteYearCertificate 
      
      
      
Language Skills 
LanguageEnglishArabic 
Reading   
Written   
Speaking   
B = Basic (Basic with no practice) – G = Good (Handle Conversations) VG = Very Good (Conduct high end discussions) – EX = Excellent       
PC Skills 
LevelFairGoodVery GoodExcellent 
Basic PC     
MS Word     
MS Excel     
MS PowerPoint     
MS Outlook     
Internet     
AutoCAD     
MS Project     
Primavera     
      
Professional Experiences 
      
Please mention last three companies your worked for starting from current or last company then the one before 
Company Name Last Salary Job Title 
Tasks     
  
  
  
Company Name Last Salary Job Title 
Tasks 
  
  
  
Company Name Last Salary Job Title 
Tasks 
  
  
  
Other Information: 
Do you have a valid driving license?Yes /NoType 
Are you currently working?Yes /NoWhen can you join work?   
Can we contact your current employer?NoWhat is your expected salary? 
  
References: Please provide two of your references at work 
Sr noNameJob TitleCompanyContact Number 
      
      
  
Statement: By signing this application, I hereby state that all information provided are true, and any false information will hold me subjected to all legal and contractual responsibilities including dismissal. 
 Date: Signature: 
     
Attachment:  
Please Attach the following: Recent Photograph Resume’ Work Permit Copy Civil ID Copy Passport Copy Residency Page Copy Educational Certificates copies Experience Certificates Copies 

10. Joining Date Notification – New Recruit

    New Recruit

To: Administration

Name: 
File No.: 
Date of Joining:
Position:                                                                    
Salary:                                                                                                 
Department / Project:                                                                    
Division:                                                                             
Induction By:                                                                                 
Advance:


Employee’s Signature                                                 

Personal Dept. Signature             


Finance Manager Signature
Medical Done:                                                                                                       
Residence Stamped:                                                                                           
Civil ID Applied:         
PRO Signature:                                                                                                   

  Personal Dept:   
                                              
Date resumed Duties(in Case of Leave)                                                        
Leave Granted From                    To                      
On time /   Earlier  /    Delayed                               
No. of days late:                                             Reason for delays:                                                                 
Dept. Manager Signature:                                                                                   
Date:_                                                               
  Administration  Department:     Signature:                                    
Distribution                                                                                                      Personal File & Finance
Iss.No./Date: xx/xx.xx.xxxx  
Rev.No/Rev.Date:xx/xx.xx.xxxx

11. Joining Date Notification – New Recruit

 To: Administration                                                                                                               

Date:          /        /    

Name:       

File No.:                                                                                      

Date of Joining:                                                                     

Position:                                                                    

Salary:                                                                                                

Department / Project:                                                                    

Division:                                                                             

Induction By:                                                                                 

Advance:                                                                                                                                                                                                                                         

Employee’s  Signature 

Personal Dept. Signature             

Finance Manager Signature
Date resumed Duties(in Case of Leave)                                                            

Leave Granted From                    To                      

On time /Earlier / Delayed                               

No. of days late:                                                 

Reason for delays:                                                                                                                                                                        
Dept. Manager Signature:                                                                                   

Date:                                                                 
  Administration  Department:    

Signature:                                    
Distribution                                                                                                      Personal File & Finance
Iss.No./Date: xx/xx.xx.xxxx  
Rev.No/Rev.Date:xx/xx.xx.xxxx

12. Job Offer Letter

Date: 
Dear: 

Based on our interview and discussions we are pleased to inform you that you have been selected for the employment in accordance with the following terms and conditions:

Position Reporting to   
Key job roles       
Temporary assignment
Probationary Period Training (if any) 
Basic SalaryHousing AllowanceTransportationMobile
    
Additional   
LeaveAnnual Air TicketMedical InsuranceOther
    
Eligibility for annual leave will be applicable only after successful completion of one full year
Documents to be submitted upon joining
Passport OriginalCopy of Civil IDQualification Certificate attested
Employment Contract currentSignatory ProofOther as needed by HR
Issued by
Signature & Date 
Designation:☑ChairmanGM/AGMHR Manager
Position 
Offer Acceptance
Name:   
Signature & Date   

Note: Issuance of this document will be valid only with the signature of one of the below:

  1. Chairman
  2. General Manager/ AGM
  3. HR Manager

13. Employee Performance Evaluation

Emp. Name: Employee No.: 
Designation: Evaluation Dt.: 
PART – A(To be completed with the employee and supervisor)
A.1Quality of Work
Competence, accuracy, neatness, thoroughness.  
 ☐ Outstanding
☐ Exceeds Expectations
☐ Meets Expectations
☐ Needs Improvement
☐ Unsatisfactory
A.2Quantity of Work
Quantity with quality, planning skills, ability to meet schedules, less rework
 ☐ Outstanding
☐ Exceeds Expectations
☐ Meets Expectations
☐ Needs Improvement
☐ Unsatisfactory
A.3Job Knowledge
Degree of technical knowledge, understanding of job procedures and methods.
 ☐ Outstanding
☐ Exceeds Expectations
☐ Meets Expectations
☐ Needs Improvement
☐ Unsatisfactory
A.4Working Relationships
Co-operation and ability to work with supervisor, co-workers, and clients
 ☐ Outstanding
☐ Exceeds Expectations
☐ Meets Expectations
☐ Needs Improvement
☐ Unsatisfactory
A.5Supervisory Skills
Training skills, work allocation skills, monitoring skills, problem solving, decision making, communication
 ☐ Outstanding
☐ Exceeds Expectations
☐ Meets Expectations
☐ Needs Improvement
☐ Unsatisfactory
A.6Other Factor
Language, adaptability, judgment, initiative, problem solving, improvement in job etc.
 ☐ Outstanding
☐ Exceeds Expectations
☐ Meets Expectations
☐ Needs Improvement
☐ Unsatisfactory
A.7Cost Saving Alternate methods, time saving, new developments, competitiveness, Achievements
Time, money, outcome
 ☐ Outstanding
☐ Exceeds Expectations
☐ Meets Expectations
☐ Needs Improvement
☐ Unsatisfactory
PART B(To be communicated to the employee by the supervisor)
B.1Performance Goals for the Next Evaluation Period  
B.2Training and Development Suggestions  
B.3Next step in Career Ladder  
Evaluated by Dt.:
Acknowledged by Employee Dt.:
Note: After completing PART A & B return to HR to complete PART C
PART C(To be completed by HR Department)
Dt of Joining: Joining Salary: 
Starting job: Current position: 
No of increments: Last increment: 
Quality Violation: Behavioural Violation: 
PART D(By Operations Manager/AGM/GM) 
D.1Overall Assessment (this may be completed by the authorised after discussing with the line manager)  
D.2Recommendation (this may be completed by the authorised after discussing with the line manager))  
Signed by: OM/AGM/GM Dt.
Approved by: GM/Chairman Dt.
PART E(To be completed by HR Department) 
ACTION TAKEN
#DateDescription
1  
2  
3  
4  
5  
SIGNED AS COMPLETED
HR Manager Dt.

14. Personal Permission

  Date of Mission Work 
  Name of Employee 
  Employee No. 
    Time  From  To
  
          Place of the task  1 
  2 
  3 
                                                                                                                                                                              Employee’s Signature                                                                                                    


Manager’s Signature
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx

15. Travel / Leave Application

(To be forwarded by sanctioning authority to Finance Manager)  

Name in (block letters) as in passport:
Employee #:                                               Department:                                               Designation:
Purpose of travel:       
Annular Leave: Y/N                  
Business: Y/N                    
Both: Y/N     
Emergency: Y/N
No. of days leave:                                                                                   No. of days business:
Proposed date for travel:                                                                        Proposed date of return:
Details of journey arrangements to be made:
Hotel Accomodation Required: Y/N  
Allowance Required:                                                       Amount:                                  
Travel to be borne by:         Company:                           Individual:                                                  Both:
Contact address while on leave:
Tel / fax #:


Signature of the employee:                                                                                           Date:
Recommended and forwarded-                                      A substitute is/not necessary:
Not approved:                                                                                     Section in-charge:
 Leave sanctioned for  days from                                  to                                                                                                                                                                                                                 
Department manager’s signature                                                                                        


General manager’s Sginature
  FOR OFFICIAL USE ONLY
No. of days leave eligible:                                              
No. of days entitled for:                                       
Passport No.                                             Expiry Date:                                                Visa Expiry Date:
Ticket bookings:  
Dep. Dt:                              
Route:                                 
Flight #:                                                     
Time:                                
Arrival Dt.:                                      
Route:                                 
Flight #:                                                     
Time:                              
Pay prior to leave: Y/N        Amount hold:_                                            Pay upon arrival:                                                 
 Deduction(if any):                                   Fare:                            


Accountant:                                              Finance Manager:                                                 
White copy – Personal File,  Blue Copy – Originator,    Yellow Copy – Master File.
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx

16. Employee Annual leave declaration letter

Sub: EMPLOYEE’S DECLARATION LETTER

I am (name)                                                                       employed at XXX. In the designation of                                                                     and having employee no.                                              declare that I will be going for my Annual leave and it is fully committed to be return on the declared date which is on                                     No of days – (Annual leave entitled 30 days). Otherwise the Company has the right to Terminate my services, and I have no right to declare any of my Financial Dues or any Indemnities.

Yours Sincerely,

Emp. No                        

Name & Signature

H.R.Dept. and Personnel / Admin.

17. Employee Discharge Declaration

I,                                                          hereby acknowledge, declare, admit, and confirm that I have reached an amicable full settlement with XXX Co. (hereinafter XXX) in respect of my employment with (XXX) and have received all my rights, accruals from XXX including any salaries, commission, leaves, indemnities over time and all other benefits as from the date of my employment with XXX commencing on                                     until the date hereof and hereby accept the lump sum of cash as full and final and complete settlement of all XXX s obligation towards me.

I hereby declare that I have no past, present or future claims against XXX for the period of service which is now concluded and admit that I finally irrevocably and unconditionally discharge, acquit and release XXX from any liability, obligation or responsibility whatsoever and what ever kind, nature, origin, or amount relating to or arising from my employment with XXX and its termination. Further, I hereby irrevocably and unconditionally undertake not to any claims, demands, litigation or any other contention for any other, dues or sums of money whatsoever in respect of the employment. All being waived under the terms herein.

Signed:                       

Date:             

18. Clearance Form

Date:        /        /
Name:
Nationality:
Position:
  Clearance ReasonOtherFinal ExitEmergencyAs per contract 
    
EMP. Affairs
Car:   Sing.  Has no car  Handed the car
House:   Sing.  Has no house  Handed the house
Office:   Sing.  Has no office  Handed the office
computer:   Sing.  Has no computer  Handed the computer
Tel:   Sing.  Has no phone  Handed the phone
Other Advance
HR Manager
  Advance & Petty Cash
  Financial lib.
Financial administration confirm:
Direct Manager:
Pay & Received passport
Do not pay & Received passport
  Because:
Phones during his vacation  
1 –  
2 –
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx-

19. Temporary Delivery of a car.

  Name  Emp.No.Date of receivedMeter read when receivedDate of return the car  Meter read. when return  The recipient
DayHourDayHour
         
         
         
         
         
         
         
         
         
         
         
         
         
         
         
Iss.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx-

20. Vehicle Issue form

Series: ………………..                                          
Operating order No. ……………..  
Date:      /       /  
Company name:  …………………………………………………………..  
Local number: …………………….                           Plate No. ………………………….  
Type the stomach: ……………….                          
Meter reading: ……………………
The driver Name,
number: ……………………………………………….
Project:  …………………………….                          
Date of repairing:     /        /
Statement Garage
…………………………………………………………………………………………………………………….
……………………………………………………………………………………………………………………
……………………………………………………………………………………………………………………
……………………………………………………………………………………………………………………
…………………………………………………………………
I received MR: ………………………………………………..
Number:   ……………………………………………………….
Car after completing validity and valid for work.
Recipient:  ……………………………………………………..
Director garage: ………………………………………………
StatementDetailsUnit priceAmount
Spare Parts   
Type maintenance   
External Work   
Wage Workers   
Total   
Name:  ………………………………………………………………   Signature:  ………………………………………………………….
Issue.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx

21. Mobile Sim Card issue Form

  The company will pay a maximum of                  per month for all business calls. Any private use made of the phone must / will be paid by the holder.   The SIM CARD pin code shoudn’t be changed from the one issued with the SIM CARD upon receiving it.   If the SIM CARD is lost or stolen the holder must inform the company immediately.   It is the responsibility of the holder to hand over the SIM CARD to personal & Admin Department 24 hrs before departing on leave.   The SIM CARD, should not be left at personal residence or handed over to any person without prior permission of the General Manager or the personal and Admin Department.    
Name of the Holder: ………………………………………………….     ( EMP.code                 )

Signature: ……………………………………………………………..
Date: …………………………………………………………………..
Telephone : ……………………………………………………………
I Have the following in my possession
1)                 Sim Card                                                                             
2)                                 
3)                                                                                                                                      

HR Dept.                                                                      GM
Issue.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx

22 Overtime Request Sheet


                                       Overtime for the Department:                
Date: 
Month: 
Job No: Description:  Period 
S. NOCategoryEstimatedNormalNormalSumcayHolidayJustification for over time
TOTALHRSOTOTOT
1      
2      
3      
4      
5      
6      
7      
8      
9      
10      
11      
12       
13       
14       
15       
Note: Approval for OT shall be taken prior to keep any person for OT
If limit exceed than approved shall be requested and approval shall be taken from GM prior to continue OT working
OT Time sheet shall be submitted with OT approval/approved Over Time Request Sheet
Prepared byReviewed by:Approved by
Name:Name:Name:
Signature:Signature:Signature:
Date:Date:Date:
Issue.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx

23. International Fax/Call Request Form

  CALL/FAX Requested By:
  Department:
  Destination:
  Tel/Fax Number:
  Name of Company:
  Contact Person:
  Reason for CALL/FAX:
  Job Number:
  Date:
  

 (REQUESTER’S SIGNATURE)                                                      (APPROVAL SIGNATURE)
Issue.No./Date:  xx/xx.xx.xxxx
Rev.No/Rev.Date:xx/xx.xx.xxxx

24. Hand Over Record

Date : __ /__ / 20__

PERSONNEL ON LEAVE                                 : ________________________________

EMP NUMBER                                                : ________________________________

DESIGNATION                                                : ________________________________

RESPONSIBILITIES HANDED OVER TO          : ________________________________

DESIGNATION                                                : ________________________________

HANDOVER DURATION                                 : ________________________________

RESPONSIBILITIES INCLUDE                          : ________________________________

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

 SPECIAL TASK: _________________________________________________________________

______________________________________________________________________________

  • Hand Over By: Sign and Date

___________________________

  • Hand Over  To: Sign and Date

___________________________

Original: HR                                                     Copy:                                                               Copy:

25. Time-Off Permission

Name…………………………………………………Hiring Date….…./……..…./…………Emp. No…………………
      
Designation…………………………………………………Department………………………………Cost Center / JO…………………
Reason for permission Duty PersonalOthers    
 Late arrival Early Leave
Kindly allow me time-off onDate….…./……..…./…………Start Time….……:………End Time….……:………
Reasons…………………………………………………………………………………………………………………………………………………. …………………………………………………………………………………………………………………………………………………. …………………………………………………………………………………………………………………………………………………. …………………………………………………………………………………………………………………………………………………. ………………………………………………………………………………………………………………………………………………….
 
EmployeeHead Of Department
  
For HR Dept. Use Only

Deduct/ Not Deduct
Remarks 
 
Personnel In-ChargeHR Manager
  

26. Company Sponsorship transfer request

Name…………………………………………………Hiring Date….…./……..…./…………Emp. No…………………
      
Designation…………………………………………………Department………………………………Cost Center / JO…………………
Please transfer my residency on company sponsorship 
EmployeeHead of Department
 
Probation period completion statusYes/No           Exception
Reason…………………………………………………………………… 
  Title in work permit   Salary in Work Permit           Duration   Date of Residence Expiry ….…./……..…./…………
HR ManagerChief Executive Officer & GM
 

27. Medical Leave Request form

Name…………………………………………………Hiring Date….…./……..…./…………Emp. No…………………
      
Designation…………………………………………………Department………………………………Cost Center / JO…………………
EmployeeLine ManagerPersonnel in ChargeCompany Stamp
        
Kindly examine & diagnose the above mentioned Employee, Your medical treatment and recommendation along with your diagnosis is highly appreciated  
Doctor’s Diagnosis and Recommendations
  
  
  
  
  
  
  
Days of Rest Recommended 
Doctor & Hospital / Clinic Stamp………………………………Doctor’s Signature
 ….…./……..…./…………Date
Notes: Inform HR Dept. within 24 hours if you have sick leaveIn case of emergency that may cause delay your return, inform HR Dept.The Hospital / Clinic Stamp is necessary to accept medical leave.

28. Employee Transfer Request

Employee Transfer Request
Name…………………………………………………Hiring Date….…./……..…./…………Emp. No…………………
      
Designation…………………………………………………Department………………………………Cost Center / JO…………………
Please transfer the employee start from….…./……..…./………… 
Transfer DataFromToRemarks
Company /Dept.………………………………..………………………………..………………………………………………..
Designation………………………………..………………………………..………………………………………………..
Salary ………………………………..………………………………..………………………………………………..
Signature of Old ManagerSignature Of New Manager
  
Employee Comment 
Signature 
Remarks  
HR Manager Financial ManagerChief Executive Officer & GM
Within Budget  
   
   
   
Signature SignatureSignature

29. Change of status Form

Name…………………………………………………Hiring Date….…./……..…./…………Emp. No…………………
Designation…………………………………………………Department………………………………Cost Center / JO…………………
 Effective Date:  Recommended by Head of Department:  ……. / ….. / ………….  
Administrative VariablesParticularsExistingChange To
Department  
Cost Centre  
Job Title  
Job Grade  
Financial VariablesSalary (KD)ExistingChange ToNet Change% Change
 Basic Salary    
 Housing Allowance    
 Company Housing    
 Conveyance Allowance    
 Other Allowances:    
 Total (KD)    
Benefits VariablesBenefitsExistingChange ToCost Change (KD)% Change
 Company Car    
 Annual Leave (Days)    
 Mobile Limit    
Leave Passage Self / Family    
 Sector / Class    
 Time Frame    
Due to the followingPrevious 3 Increments
………………………………………………………………………………… ………………………………………………………………………………… ………………………………………………………………………………… ………………………………………………………………………………… DateAmount (KD)%
   
   
   
Head Of Department………………………………………Personnel Officer………………………………………
Final Approval By HRC.     
HR ManagerGM & CEO
  
Updated in Systems.Verified in Systems.
HR  DepartmentFinance Department
  

30 Manpower Requisition Form

Department……………………………………………………………………… 
Section ……………………………………………………………………… 
Project……………………………………………………………………… 
Job / Position Title……………………………………………………………………… 
Position ClassificationExisting Position ☐ ☐ 
Reasons of Hiring☐ Replacement
☐Approved by Annual Budget
☐ New Position
☐ Business need (Out of budget)
 
  Request within Budget  Out of Budget 
Job Description (To be filed if JD is not available)……………………………………………………………………… ……………………………………………………………………… ……………………………………………………………………… ……………………………………………………………………… 
Years Of Experience……………………………………………………………………… 
Expected Hiring Date.… /.…/……… 
Hiring Resources  Candidate is Available     From HRM  
  Recommendation    
Line Manager  Head of Department 
   

31. Probation evaluation Form

Name…………………………………………………Hiring Date….…./……..…./…………Emp. No…………………
      
Designation…………………………………………………Department………………………………Cost Center / JO…………………
NoPerformance Factors MeasuredExceeds ExpectationMeets RequirementUnderperformance
1Efficiency in his/ her work   
2Execution Skills/ Role Effectiveness   
3Ability to learn new things and adapt at work   
4Reliability and responsibility   
5Communication with colleagues,supervisors and subordinates   
6Positive Attitude   
7Interpersonal & Team Working Abilities   
8Appearance and Manners   
Based on the evaluation we recommend the following:
 Qualified and to assign permanently Employee doesn’t meet work requirements, end services
 
Remarks :
 
 
Employee Direct In-chargeHead of Department
   
    
HR ManagerGM & Chief Executive Officer (End of Services only)
  

32. Induction Training Form

EMPLOYEE DETAILS
Name: Employee No: 
Designation: Department: 
Date of Joining: Type of Employment:Permanent/Temporary
Reporting to: Training Assigned by: 
TRAINING GIVEN
#SubjectContents of the trainingTraining given byEmployee Signature
1Quality Management System (QMS)Quality Policy Quality Objectives Governing Standards & Specifications Non-conformance & reporting Suggestions for improvement  
2Health, Safety & Environment Management (HSE)HSE Policies & Objectives Restricted Entries & Personnel Safety Emergency Preparedness Site Tour (Key points – exit, assembly) Visitors policy Housekeeping & Safe working practice  
3Code of Conducts (COC)Company Rules & Regulations Kuwait Labour Law Business Ethics Business Conduct Grievance Violations & Actions  
4Job Roles & Responsibilities (JRR)Responsibility, Authority & Accountability Organization & Communication Internal & External Communication Confidentiality Agreement Key Performance Indicators Training Needs  
CONFIRMATION AFTER PROBATIONARY PERIOD
#SubjectAssessmentYes/No Signed by
1QMSEmployee Understood the QMS requirements and evidence of adhering to it.  
2HSEEmployee Understood the HSE requirements and evidence of adhering to it.  
3COCEmployee Understood the COC requirements and evidence of adhering to it.  
4JRREmployee Understood the JRR requirements and evidence of adhering to it.  

33. Training Effectiveness Form

EMPLOYEE NAME:                                                                                                                                                                                                                                              
  ID NO:  
DEPARTMENT:      
TRAINING:        
TRAINING FACULTY:      
 TRAINING START DATE:                     TRAINING  END DATE:
(1) Has the training helped the employee to apply to his area of work, the knowledge gained on the training course?



(2) Has the training assisted the employee to close the skill gap that was registered prior to the training?



(3) Overall, has this training helped to make the employee more productive in his area of work?



Please rate the below to understand how the training has helped  the employee in his work area in comparison  to that prior to training:  
(a) Excellent (b) Good  (c)  Needs improvement (d) Not Applicable                                      
S No.Measurement Parameter    Pre – Training  
Effective
Quite Effective
Ineffective
  Post – Training
Effective
Quite Effective
Ineffective
1ERROR RATING
2PROCESSING TIME
3RESPONSIBILITIES HANDLED
4MEETING DEADLINES
5CONFIDENCE TO CARRY OUT WORK TASK
6LEVEL OF SUPERVISION REQUIRED
7QUALITY OF WORK
8OVERALL PRODUCTIVITY
9OBJECTIVES MET
10COST SAVING (IF, IDENTIFIED)
Overall
EVALUATOR NAME :HR REPRESENTATIVE’S NAME:
SIGNATURE :SIGNATURE :
DATE:DATE:

34. Training Matrix

35 Training need analysis

Designation: Machinist

Employee name: _____________________________________

Employee code: ______________________________________

 Skills desiredSkill scoreTraining required
1  
2  
3  
4  
5  
6  
7  
8  
9  
10  
11  
12  
13  
14  
15  
StatusScore
Good3
Satisfactory2
Improvement1
Nil0

Training needs analysis done by:

Name: ___________________________________

Signature: ________________________________

Date: _________________________

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