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
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 toolkitToolkitMigrationsGusto to Rippling Migration Runsheet
The eight-week migration as a working checklist: owners, sign-offs, and the weeks that decide whether the last two go quietly.
Updated August 2026See the toolkitToolkitImplementationHRIS Implementation Readiness Pack
Three artifacts worked in order before kickoff: the data audit, the decision docket, the ownership map. None of them needs the vendor.
Updated August 2026See the toolkitToolkitSelectionRippling vs HiBob Decision Worksheet
Score what has to be great for the next two years, then write the case against each platform while your head is still clear.
Updated August 2026See the toolkitToolkitImplementationCommon HRIS Implementation Mistakes
The seven mistakes from the HRCI webinar as working documents: four checklists, the five-dimension selection scorecard, the seven-question self-audit, and every source cited.
Updated September 2026See the toolkit20 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.