Toolkits
The documents we actually use.
Templates, checklists and SOPs, ready to adapt. Each one is a guide to read and a document your team fills in.
All toolkits
ToolkitAI governance
HR AI Usage Policy Template
A ready-to-adapt AI usage policy for people teams — scope, guardrails, a named owner, and an audit trail. Written to survive legal review.
Updated August 2026See the toolkitToolkitMigrationsPEO Exit Playbook & Checklist
The sequence for leaving a PEO on a deadline you did not set — notice periods, plan year, payroll cutover and the order that keeps it clean.
Updated August 2026See the toolkitStart here
20 minutes. No deck. No pitch.
You talk. We map what you’re running and where to start. The fixed quote follows the call, in writing.