Toolkits 

SHRM toolkits aggregate resources, articles, links,
and other practical
information related to
a specific HR topic. 

As part of SHRM's ongoing effort to provide HR professionals with the most up to date and comprehensive treatment of various HR topics, many of our toolkits have been replaced with what we believe to be a more comprehensive treatment of the same or similar HR topic. We will continue to replace existing toolkits as more current resources become available.   

 ToolKits                

Benefits

Defined Contribution Plans: Defined Contribution Plans Toolkit

Employee Services Benefits: Work/Life Balance Toolkit

Family and Medical Leave: FMLA Leave Toolkit

Family and Medical Leave: Managing Military Leave and Military Family and Medical Leave

General Benefits: Pension/Retirement Toolkit

Medical Privacy: HIPAA Privacy Toolkit

Healthcare Benefits: Healthcare

Healthcare continuation: COBRA Toolkit

Introduction to Employee Benefits

Leave Management: Leave Management Toolkit

Retirement Planning: Pre-Retirement Planning Toolkit

Retiree Health Care: Retiree Drug Subsidy Toolkit

Unemployment Compensation: Unemployment Toolkit

Wellness Benefits: Workplace Health Toolkit

Workers' Compensation: Workers' Compensation Toolkit

Business Leadership

Audits: Conducting HR Audits

Branding & Marketing: Branding Toolkit

Business Insurance: HR Liability Toolkit

General Business Leadership: Bankruptcy

General Business Leadership: Public-Sector HR ManagementToolkit

General Business Leadership: Small Business Toolkit

Innovation & Productivity: Innovation and Productivity Toolkit

Introduction to Business Leadership

Mergers & Acquisitions: Mergers & Acquisitions Toolkit

Planning: Strategic Planning Toolkit

Planning: Aligning Workforce Strategies With Business Objectives

Compensation

Compensation Planning and Design: Building a Market-Based Pay System

Introduction to Compensation

Legal & Regulatory Issues: Managing Pay Equity

Overtime Eligibility & Pay: Calculating Overtime Pay in the United States

Overtime Eligibility & Pay: Determinining Overtime Eligibility

Payroll: Payroll Toolkit

Consulting

Introduction to Consulting

Diversity

Age: Employing Older Workers

Introduction to Diversity

Religion, Belief & Spirituality: Religion in the Workplace Toolkit

Employee Relations

Introduction to Employee Relations

Attendance: Managing Employee Attendance

Communication: Communication Toolkit

Disciplinary Issues: Discipline Toolkit

Dress & Appearance: Dress and Grooming Toolkit

Drug & Alcohol Testing: Drug Testing Toolkit

Generations: Generations Toolkit

Harassment: Discriminatory Workplace Harassment and its Prevention

Investigations: Investigations Toolkit

Performance Management: Managing Employee Performance

Termination: Terminating Employees Involuntarily

Personnel Records: Personnel Records Toolkit

Reporting & Record Retention:
Reporting and Record Retention Toolkit

Ethics and Sustainability

General Sustainability:  Greening Your Workplace Toolkit

Introduction to Ethics and Sustainability

Global HR

International Assignment Management: International Assignment Management Toolkit

 Introduction to Global HR

Outsourcing: Offshoring & Outsourcing Toolkit

Labor Relations 

Dispute Resolution: Resolving Disputes Internally

Introduction to Labor Relations

Organizational and Employee Development

Career Development: Career Development Toolkit

Coaching: Coaching in a Business Setting

Employee Development: Professional Development

Introduction to Organizational and Employee Development

Leadership Development: Leadership Development Toolkit

Management Development: Management Development Toolkit

Mentoring: Mentoring Toolkit

Succession Planning: Engaging in Succession Planning

Safety and Security

Business Continuity & Recover: Disaster Management Plan Toolkit: HR’s Role

General Security: Identity Theft Toolkit

Introduction to Safety & Security

Violence: Workplace and Domestic Violence  Toolkit

Staffing Management

Affirmative Action: Affirmative Action Toolkit

Alternative Work Schedules: Managing Flexible Work Arrangements

Background Investigations: Conducting Background Investigations and Reference Checks

Contingent Staffing: Employing Independent Contractors

Disability Accommodations: Employing Persons With Disabilities

Downsizing: Managing Downsizing by Means of Layoffs

Eligibility Verification (I-9): I-9 Form and Illegal Workers Toolkit

Equal Employment Opportunity: Managing Equal Employment Opportunity

General Staffing Management: Internship Toolkit

General Staffing Management: Talent Management Toolkit

Immigration & Visas: Understanding and Obtaining U.S. Employment Visas

Internal & External Recruting: Managing Internal and External Recruiting

Interviewing: Interviewing Toolkit

Introduction to Staffing Management

Onboarding: Managing the Employee Onboarding and Assimilation Process

Relocation: Relocation Toolkit

Retention: Managing for Employee Retention

Workforce Planning: Workforce Planning Toolkit

Workforce Readiness: Workforce Readiness Toolkit

Technology

General Technology: Paperless HR Toolkit

Introduction to Technology