Resource library
Hiring, onboarding and learning resources.
Find practical guides, checklists and articles for your next hiring, onboarding or learning project.
Employee onboarding checklist template
Download a free editable onboarding checklist with owners, deadlines and dependencies. Plan equipment, introductions, learning and check-ins beyond day one.
- People operations
Preboarding tips: prepare a new hire’s first day
Practical preboarding tips for welcome messages, equipment, introductions and first-week meetings. Make the start clear for your new employee.
- People operations
Onboarding buddy responsibilities
Define an onboarding buddy’s role, choose an available colleague and plan useful check-ins. Give both people clear responsibilities and a way to ask for help.
- People operations
What is employee onboarding?
Understand employee onboarding, what it covers before and after arrival, and how HR, managers and buddies share responsibility for the start.
- People operations
A manager's guide to onboarding new employees
Plan your part in onboarding as a manager: prepare learning, set early goals, make introductions and give feedback. Avoid information overload and one-way communication.
- People operations
- Learning and development
Candidate experience: make the hiring process clear
Improve candidate experience with clear job information, a usable application, organised interviews and timely updates. Ask candidates what was difficult to understand.
- Talent acquisition
Employer branding: align your message with the workplace
Build employer branding around the real workplace. Audit candidate and employee perceptions, define the employee value proposition and improve recruitment touchpoints.
- Talent acquisition
What is e-learning?
Understand e-learning, how digital content is created and delivered, and the roles of authoring tools and an LMS. Connect online material with practice and support.
- Learning and development
Microlearning: keep each activity focused on a useful goal
Plan microlearning as short, focused activities with a clear learning objective. Choose the format around the work and keep longer practice where the task needs it.
- Learning and development
Learning culture: make time, support and knowledge sharing practical
Build a learning culture with role-relevant plans, time to practise, manager support and knowledge sharing. Connect training with the work employees need to do.
- Learning and development
LMS buying guide
Choose an LMS with a testable learner journey, content governance checks, assessment evidence and full costs. Work through a fictional pilot before buying.
- Learning and development
- People operations
ATS buying guide
Choose an ATS with a testable buying brief, consistent vendor demos, migration checks and first-year costs. Work through a fictional supplier decision before rollout.
- Talent acquisition
- People operations
Recruitment cost calculator
Calculate recruitment cost from recruiter, interviewer and coordination time plus agency, advertising and tooling spend. Review cost per hire and a separate delay scenario.
- Talent acquisition
Hiring funnel calculator
Calculate recruitment stage conversion and interview hours on-page. Check cohort definitions, panel workload and a fictional hiring capacity example.
- Talent acquisition
Employee training cost calculator
Calculate employee training costs on-page. Separate content, administration, follow-up, manager and learner time from platform spend, with a worked example.
- Learning and development
Interview scorecard template
Use an on-page interview scorecard template with job-related criteria, evidence fields, rating anchors and a worked debrief example. Keep hiring decisions human.
- Talent acquisition
- People operations
When do you need an ATS?
Decide whether your hiring process needs an ATS: check ownership, feedback, candidate records and reporting, then use a worked example to scope a pilot.
- Talent acquisition
- People operations
LMS implementation guide
Plan an LMS rollout with named owners, content and access checks, a phased pilot and a worked example for your first learning audience.
- Learning and development
- People operations
ATS migration guide
Map candidate records, hiring stages and attachments, reconcile a worked migration example and approve your ATS cutover.
- Talent acquisition
- People operations
ATS implementation guide
Plan your ATS rollout with 30-day and 60-day paths, launch owners, data checks, a worked pilot example and cutover decisions.
- Talent acquisition
- People operations
Employee reboarding: prepare a useful return to work
Prepare employee reboarding after a longer absence. Review changed information, agree support privately and give practical preparation and follow-up named owners.
- People operations
Leadership and mental health: practical manager actions
Review workload, unclear responsibilities and workplace support. Use practical manager conversation prompts, agree actions and follow up with employees.
- People operations
PMO vs PAGO: the difference in the Netherlands
Compare PMO and PAGO in the Netherlands. Understand the work-risk focus, occupational physician’s role and what to explain to employees about the offer.
- People operations
- Compliance
Workplace bullying: explain reporting and follow-up
Explain workplace bullying policies, reporting routes and follow-up. Help employees find the relevant contact and review how the organisation responds.
- People operations
- Compliance
MDIEU company subsidy: closure and project information
MDIEU company applications closed on 18 October 2024. Find historical context, official project information and practical checks for reviewing an existing award.
- People operations
- Compliance
What is acqui-hiring? Plan the employee transition
Understand acqui-hiring as an acquisition focused on a team. Plan clear employee communication, responsibilities and onboarding alongside professional transaction advice.
- People operations
HR priorities: choose changes around the employee journey
Review HR priorities across workforce planning, recruitment, onboarding and learning. Define the problem, owner and evidence before choosing a change.
- People operations
Diversity and inclusion at work: review access and participation
Distinguish diversity from inclusion and review participation in recruitment, onboarding and development. Ask where practices limit access or contributions.
- People operations
Performance management cycle: plan, review and develop
Plan a performance management cycle with clear goals, regular conversations and a considered review. Discuss evidence, development and recognition fairly.
- Learning and development
- People operations
High-performance organisation: meaning and practical steps
Understand high-performance organisations and the HPO Framework. Review goals, skills, process gaps and tools with four practical steps and a fintech example.
- Learning and development
Sustainable employability: practical steps from onboarding
Understand sustainable employability and turn onboarding conversations into practical actions for learning, changing responsibilities and support at work.
- People operations
- Learning and development
Quiet quitting: discuss expectations before drawing conclusions
Understand quiet quitting without assuming motives from behaviour. Discuss agreed duties, workload, support and expectations with the employee.
- People operations
Employee experience: review the journey and act on feedback
Review employee experience across recruitment, onboarding, development and departure. Ask specific questions and assign owners to improvements.
- People operations
Authenticity at work: honest recruitment and onboarding
Make recruitment and onboarding reflect how your organisation works. Explain values through actual practices and address gaps between promises and experience.
- People operations
Leadership at work: give direction and support the team
Understand leadership at work through clear direction, decisions, communication and development. Connect team goals with the work employees do.
- Learning and development
What is the C-suite? Common roles and responsibilities
Understand common C-suite roles including CEO, CFO and COO. Clarify executive responsibilities, decision rights and how employees find the relevant owner.
- People operations
Coaching leadership: ask, listen and agree the next action
Use coaching leadership to discuss goals, ask useful questions and review practice. Balance employee responsibility with the direction and support the work needs.
- Learning and development
Situational leadership: adjust direction and support to the task
Understand the four situational leadership styles and discuss the direction and support an employee needs for a particular task.
- Learning and development
Self-management at work: clarify goals and decision rights
Define self-management at work with clear goals, responsibilities and decision rights. Explain how teams review progress and help new employees find support.
- People operations
Circle of influence in HR: turn concerns into practical actions
Use a circle of influence exercise to separate actions HR can take from issues that need other decision-makers. Assign owners and review the next step.
- Learning and development
Job crafting: agree changes to tasks, relationships and purpose
Explore task, relational and cognitive job crafting. Agree useful changes with employees, check their effect on colleagues and review the result.
- Learning and development
Intervision: a practical structure for peer learning
Run an intervision session around a real workplace challenge. Use questions, peer reflection and a chosen next action to learn from colleagues.
- Learning and development
Reverse mentoring: plan a useful exchange between colleagues
Plan reverse mentoring around a specific learning goal. Match colleagues by relevant experience, agree boundaries and protect time for the conversations.
- Learning and development
Employee roundtable discussion: topics, questions and follow-up
Plan an employee roundtable discussion with focused topics, open questions and a clear facilitator. Cover recognition, development, communication and practical follow-up.
- People operations
Internal communication channels: types and examples
Choose internal communication channels using push, pull and interactive approaches. Define the purpose, audience and message before selecting the tools.
- People operations
How to improve internal communication at work
Improve internal communication with clear goals, relevant messages and people responsible for updates. Explain changes, invite feedback and review what employees understood.
- People operations
AI for onboarding content: work from company facts
Draft AI-assisted onboarding content from company facts. Use a fintech prompt example and review steps to check accuracy, missing details and translations.
- People operations
- IT and security
Candidate ghosting: review the communication around the process
Review candidate ghosting through clear role information, working arrangements and recruitment contact. Keep the reasons for a missed interview separate from assumptions about age.
- Talent acquisition
Young professionals: meaning and support at work
Understand young professionals as an early-career group. Plan support with clear role expectations, practical learning and specific feedback.
- Learning and development
Gen Z in the workplace: challenges, support and onboarding
Address Gen Z workplace challenges through clear career development, practical tool training, feedback and working arrangements. Start those conversations in onboarding.
- People operations
- Learning and development
What is e-HRM?
What is e-HRM? Explore electronic HR management, practical examples and implementation steps for recruitment, employee information and learning.
- People operations
- IT and security
Workforce planning for staff shortages in the Netherlands
Understand causes of staff shortages in the Netherlands and build a workforce plan around recruitment, skills development, work organisation and employee retention.
- Talent acquisition
- People operations
What is talent management?
Understand talent management through clear expectations, role skills, goals and development. Connect recruitment, onboarding, learning and employee conversations.
- Learning and development
- People operations
Gamification in HR: onboarding and learning examples
Plan gamification in HR and workplace learning with clear objectives, feedback and room to practise. Review costs, employee reactions and the behaviour a reward encourages.
- Learning and development
What is gamification?
Understand gamification as game elements used in a wider activity. Connect challenges, choices, feedback and progress with a clear learning or workplace objective.
- Learning and development
Growth mindset at work: connect development with feedback and support
Understand growth mindset at work and support development with clear goals, useful feedback, practice and opportunities to ask for help.
- Learning and development
Employee turnover rate: calculate it and read the context
Calculate employee turnover rate with leavers and average headcount for the same period. Work through an illustrative example and review the reasons behind departures.
- People operations
Onboarding metrics: a practical dashboard guide
Define employee onboarding metrics for preparation, learning reviews and feedback. Build a dashboard with clear denominators, owners and missing-data checks.
- People operations
Social media recruiting: build a practical channel plan
Plan social media recruiting around the roles you need to fill. Choose relevant channels, set recruitment measures and give content and candidate contact clear owners.
- Talent acquisition
What is e-recruitment?
Understand e-recruitment and its digital channels, applications and candidate tracking. Review usability, communication, costs and the handover into onboarding.
- Talent acquisition
What is a job aggregator?
Understand how a job aggregator collects vacancies from several sources. Review search, coverage, costs and the application handover before using a channel.
- Talent acquisition
Company culture in recruitment: describe the work accurately
Describe company culture in recruitment through daily work, specific role requirements and real examples. Help candidates ask questions about expectations and collaboration.
- Talent acquisition
Corporate branding vs employer branding
Compare corporate branding and employer branding by audience, promise, channels and experience. Connect customer communication with an accurate picture of the workplace.
- Talent acquisition
What is talent acquisition?
Understand talent acquisition, from identifying hiring needs and defining roles to attracting candidates, managing interviews and communicating decisions.
- Talent acquisition
Candidate engagement: plan contact before and after applications
Plan candidate engagement with useful career information, clear recruitment updates and agreed future contact. Keep candidates informed even when they do not get the role.
- Talent acquisition
Candidate journey: six stages from discovery to onboarding
Map six stages of the candidate journey, from discovering your organisation to starting work. Review applications, communication, interviews and the preboarding handover.
- Talent acquisition
New employee welcome pack: choose useful items
Build a useful new employee welcome pack with practical gifts, digital first-day information and a personal note. Plan the budget, delivery and support contacts.
- People operations
Information overload at work: what to change during onboarding
Identify information overload at work: duplicate messages, conflicting instructions and unclear priorities. Use a now, next and reference plan for onboarding.
- People operations
How to build an onboarding business case
Build an onboarding business case around preparation time, process costs and measurable follow-up. Separate assumptions from evidence and include implementation work.
- People operations
Storytelling in onboarding: explain the company through real stories
Use real company, employee and customer stories during onboarding. Give each story a clear structure, relevant lesson and space for the new employee's questions.
- People operations
Onboarding video: plan the message before filming
Plan an onboarding video around a clear subject, useful script and accessible playback. Connect it to questions, introductions and the wider employee welcome.
- People operations
Onboarding uncertainty: make the next step clearer
Address uncertainty during onboarding with clear expectations, manageable information and named support. Give new employees room to ask questions and practise the work.
- People operations
Build an onboarding support network
Give new employees a practical support network of managers, buddies and colleagues. Explain whom to contact, arrange introductions and follow up on questions.
- People operations
Company culture in onboarding: explain how people work here
Show new employees how values appear in communication, feedback and collaboration. Make unwritten routines understandable and ask what remains unclear.
- People operations
Why onboarding matters: give the employee a workable start
See why onboarding needs practical preparation, clear expectations, useful relationships and learning. Review what employees need as they settle into the role.
- People operations
How to create an onboarding quiz for company learning
Create an onboarding quiz with relevant company questions, clear answers and helpful explanations. Use it for interactive learning, with a colleague checking the content.
- People operations
Online onboarding: combine digital learning and real contact
Plan online onboarding with digital introductions, role learning and regular contact. Address access problems and give new employees a way to ask questions.
- People operations
- IT and security
First day at work: prepare for your new role
Prepare for your first day at work with practical arrival details, questions and an introduction. Find your way around without expecting to learn everything at once.
- People operations
Onboarding vs induction: plan both parts of the start
Understand onboarding and induction without getting stuck on labels. Connect organisational introductions, role-specific learning and ongoing support.
- People operations
Employee onboarding apps: what to compare
Understand employee onboarding apps, compare mobile access and workflow ownership, and test a real new-hire journey before choosing a provider.
- People operations
- IT and security
The 4 Cs of onboarding: definitions and examples
The 4 Cs of onboarding are compliance, clarification, culture and connection. See practical examples, a plan review checklist and how Bauer’s 6 Cs extend the model.
- People operations
New employee introduction: what to say and share
Write a useful new employee introduction with their role, responsibilities and buddy contact. Adapt the message and connect it to real team introductions.
- People operations
Onboarding conversation questions for managers
Onboarding conversation questions for managers and new employees, with a practical method for reviewing unresolved questions, assigning owners and agreeing follow-up.
- People operations
Onboarding goals and objectives: practical examples
Write onboarding goals with an action, expected result, support and review date. Includes a fintech example and a simple goal record to adapt.
- People operations
ATS business case template
Build an ATS business case with an editable Excel template, a conservative capacity model and a worked example that separates assumptions from measured savings.
- Talent acquisition
- People operations
ATS comparison checklist
Compare applicant tracking systems around one real hiring workflow, accountable evidence and the questions your buying group still needs to answer.
- Talent acquisition
- People operations
ATS pricing and first-year budget
Plan applicant tracking system costs with pricing-model questions, a first-year worked example and a downloadable ATS budget worksheet.
- Talent acquisition
- People operations
LMS business case template
Build an LMS business case with an editable Excel template, first-year costs, staff capacity assumptions and a pilot decision brief.
- Learning and development
- People operations
LMS comparison checklist
Compare learning management systems with a free weighted CSV scorecard, mandatory gates, demonstration tasks and evidence coverage.
- Learning and development
- People operations
LMS requirements checklist
Define LMS requirements with launch priorities, accountable owners, acceptance checks and an editable twelve-row worksheet for supplier demonstrations.
- Learning and development
- People operations
ATS requirements checklist
Define ATS requirements with launch priorities, accountable owners, acceptance checks and an editable worksheet for supplier demonstrations.
- Talent acquisition
- People operations
Training completion and comprehension: what evidence shows
Evaluate employee learning beyond training completion. Match knowledge checks, scenarios and workplace follow-up to learning objectives and keep useful review records.
- Learning and development
- Compliance
From offer acceptance to day one: own the handoff
Plan the handoff from recruitment to preboarding. Give accepted hires a contact, confirm first-day details and assign preparation to the right internal owners.
- Talent acquisition
- People operations
Manager involvement in onboarding: plan useful check-ins
Plan manager involvement in onboarding with clear meeting purposes, role expectations and follow-up. Keep missed check-ins visible and give unresolved questions an owner.
- People operations
How to measure quality of hire
Define quality-of-hire metrics, choose consistent checkpoints and compare similar cohorts. Includes an illustrative formula and a fintech hiring example.
- Talent acquisition
- People operations
Onboarding engineers who need production access
Plan engineer onboarding access by task, approval and environment. Give new hires an approved first contribution while system owners control production permissions.
- People operations
- IT and security
Hiring when your team is understaffed
Plan hiring and onboarding when experienced colleagues are stretched. Identify bottlenecks, reserve interviewer time and give each new hire a supported start.
- Talent acquisition
- People operations
Managing employee records when requirements change
Plan changes to employee role and learning records with named owners, approved evidence requirements and retention rules. Includes a practical review checklist.
- People operations
- Learning and development
- Compliance
Guides and brochures
Free PDFs to keep, share and read at your own pace.
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