360 Review Template
There isn't a default for a 360 performance review set up, so let us show you how you can make a performance review work as a 360!
Prepare for M&A Reporting: HR Reports Checklist
Follow this reporting checklist to make sure you have everything ready for an upcoming merger or acquisition.
UKG Pro People Analytics Headcount by Month BI Report
UKG's BI report for headcount by month which breaks it down into separate tabs to be able to view the headcount by company, title, department, team, etc.
UKG Pro People Analytics Last 90 Days of Earnings BI Report
This UKG BI Report for UKG Pro People Analytics looks at all earnings over the last 90 days.
HCM Evaluation Rubric
This rubric will help teams review, vet, and analyze different HRIS and HCM systems.
UKG Pro BI Alerts
This list includes many different notifications used within UKG Pro: Business Intelligence (BI) Alerts in Event Studio.
PEO vs Direct HRIS
In this comparative analysis one-pager, we look at the pros and cons for using a PEO.
UKG Pro People Analytics BI Reporting Training
UKG BI report training for UKG Pro People Analytics.
BambooHR Performance Improvement Plan Process
BambooHR: Recommendation for the Performance Improvement Plan (PIP) Process
Excel File: HR Metrics Dashboard
Basic Excel Spreadsheet with Formulas for HR Metrics Dashboard on Turnover, Headcount, and Demographics.
How to add a BI report from a text file to UKG Pro People Analytics
This video and step by step list shows how to add a BI report from a text file to UKG Pro People Analytics.
UKG Performance Review Past Due Alerts
How to create UKG Pro People Analytics BI Alert in Event Studio for Performance Management Reminders
HCM Reviews & Comparison
Add your own comments or view what other professionals have written about the different pros and cons of different modules within various HCM and HRIS platforms.
Hours Over a Time Period UKG Report
UKG report that shows employee hours by earnings type and org levels within a chosen time frame.
Free HR Templates & Resources for HCM, Payroll, M&A & Performance
The right HR tools save time, reduce risk, and improve results. Our library of free HR templates and resources is designed to help HR leaders, payroll teams, and operations professionals execute with confidence.
Whether youβre implementing an HCM system, navigating a merger or acquisition, auditing payroll processes, tracking HR metrics, or strengthening performance management, these practical tools are built for real-world application, not theory.
Inside this resource hub, youβll find downloadable checklists, audit guides, dashboards, and workflow templates across:
Each resource is actionable, customizable, and designed to help you move faster with less guesswork.
Browse the categories below to find what you need, and if youβd like expert support implementing these tools, schedule a consultation with our team.
HCM Templates & System Evaluation Resources
Selecting and optimizing the right Human Capital Management (HCM) system is one of the most important decisions an HR team can make. The right platform improves reporting, automation, compliance, and employee experience. The wrong one creates inefficiencies and costly rework.
These HCM templates and evaluation tools are designed to help HR leaders compare systems, assess functionality, evaluate PEO alternatives, and maximize the value of their current HRIS investment. Whether youβre selecting a new platform or optimizing an existing one, these resources provide structured guidance to support informed decision-making.
HCM Evaluation Rubric
Choosing an HCM or HRIS platform requires more than a product demo. This HCM evaluation rubric helps teams objectively review, score, and compare vendors based on functionality, reporting capabilities, integrations, compliance features, and user experience. Use this structured tool to align stakeholders, identify must-have requirements, and make a confident system selection decision backed by measurable criteria.
Access the HCM Evaluation Rubric
Free template to compare HCM systems effectively.
PEO vs Direct HRIS Comparison Guide
Not sure whether to partner with a Professional Employer Organization (PEO) or implement a standalone HRIS? This one-page comparative analysis outlines the key pros and cons of each model, including cost structure, compliance responsibility, scalability, and administrative control. Ideal for growing organizations evaluating long-term HR infrastructure strategy.
Download the PEO vs HRIS Guide
One-page comparison for smarter HR decisions.
UKG Pro BI Alerts Reference List
Business Intelligence (BI) Alerts in UKG Pro can transform how HR teams monitor compliance, payroll accuracy, and workforce changes. This comprehensive reference list outlines commonly used BI alerts within Event Studio, helping administrators configure proactive notifications that reduce risk and improve operational visibility.
Get the UKG BI Alerts Reference List
Pre-built alerts for compliance and reporting visibility.
HCM Reviews & System Comparison Matrix
This collaborative comparison tool allows HR professionals to document insights, evaluate modules, and compare strengths and limitations across different HCM and HRIS platforms. Add your own notes or review feedback from others to better understand reporting capabilities, onboarding workflows, payroll functionality, and user experience before making a decision.
Access the HCM Reviews & Comparison Matrix
Document insights and compare HCM platforms.
M&A HR Integration & Reporting Resources
Mergers and acquisitions place significant pressure on HR teams to deliver accurate reporting, ensure compliance, and support seamless workforce integration. During an acquisition, HR data becomes a critical asset, impacting payroll continuity, benefits administration, compliance audits, compensation structures, and workforce planning decisions.
Without structured preparation, organizations risk data inconsistencies, reporting gaps, and compliance exposure. Thatβs why having a clear HR reporting framework in place before and during a transaction is essential.
These M&A HR resources are designed to help HR leaders prepare for due diligence, validate workforce data, and support a smooth integration process with confidence.
Prepare for M&A Reporting: HR Reports Checklist
This comprehensive HR reports checklist helps organizations prepare for mergers and acquisitions by identifying the critical reports required for due diligence and post-acquisition integration. The template outlines essential workforce data, including headcount analysis, compensation reporting, tenure tracking, benefits enrollment summaries, compliance documentation, and payroll validation.
Use this checklist to ensure your HRIS reporting is accurate, complete, and audit-ready before entering a transaction. Whether youβre the acquiring organization or the acquired company, this structured guide reduces risk, improves transparency, and supports a smooth integration process.
Download the M&A HR Reporting Checklist
Ensure your workforce data is audit-ready for mergers and acquisitions.
HR Metrics & Workforce Analytics Resources
Accurate HR metrics drive better business decisions. From headcount planning to turnover tracking and payroll analytics, workforce data helps leaders identify trends, control costs, and improve performance outcomes.
However, many HR teams struggle to extract meaningful insights from their HCM systems. Thatβs where structured HR dashboards and BI reporting tools become essential. These resources are designed to help HR professionals leverage workforce analytics, optimize UKG Pro People Analytics reporting, and build clear, actionable dashboards.
Whether youβre tracking headcount, earnings, employee hours, or demographic trends, these templates and reporting guides provide practical support for improving data visibility and strategic reporting.
UKG Pro People Analytics: Headcount by Month BI Report
This UKG Pro People Analytics BI report provides a structured view of monthly headcount trends across your organization. The report is segmented into multiple tabs, allowing users to analyze headcount by company, title, department, team, and other organizational levels.
Ideal for workforce planning and executive reporting, this tool helps HR teams monitor growth patterns, identify staffing shifts, and validate data accuracy over time.
Access the Headcount by Month BI Report
Monitor workforce trends across departments and titles.
UKG Pro People Analytics: Last 90 Days of Earnings BI Report
This BI report analyzes employee earnings over the last 90 days, offering visibility into payroll trends and compensation patterns. HR and payroll teams can use this report to monitor overtime, bonuses, and earnings fluctuations while validating payroll accuracy.
The structured layout supports proactive payroll oversight and stronger financial reporting.
Get the Last 90 Days Earnings Report
Track payroll trends and earnings insights.
UKG Pro People Analytics BI Reporting Training
Understanding BI tools is critical to maximizing reporting accuracy. This UKG Pro People Analytics training resource walks users through BI reporting fundamentals, helping administrators configure, modify, and optimize reports for their organizationβs needs.
Perfect for HRIS administrators and reporting analysts seeking stronger system utilization and better data outputs.
Learn to optimize your UKG Pro analytics and reports.
Excel HR Metrics Dashboard Template
This basic Excel spreadsheet includes built-in formulas for tracking essential HR metrics such as turnover rate, headcount trends, and workforce demographics. Designed for teams that need a flexible reporting solution outside their HRIS, this dashboard template offers a practical starting point for strategic HR reporting.
The spreadsheet can be customized to align with your organizationβs KPIs and reporting cadence.
Download the HR Metrics Dashboard Template
Track turnover, headcount, and demographics easily.
How to Add a BI Report from a Text File to UKG Pro People Analytics
This step-by-step video and guide walks administrators through the process of importing a BI report from a text file into UKG Pro People Analytics. Clear instructions simplify what can otherwise be a technical configuration process.
This resource supports HRIS optimization and helps teams expand reporting capabilities efficiently.
View Step-by-Step BI Report Guide
Learn to import and use BI reports efficiently.
Hours Over a Time Period UKG Report
This UKG report template provides visibility into employee hours by earnings type and organizational level over a selected timeframe. HR and payroll teams can use this report to monitor labor distribution, track overtime trends, and ensure accurate earnings categorization.
Access the Hours Over Time UKG Report
Track employee hours by earnings type and org level.
Payroll Compliance & State Final Pay Resources
Payroll compliance is one of the highest-risk areas in HR operations. State-specific laws governing final paychecks, accrued PTO payouts, and termination notice requirements vary significantly, and failing to follow them can result in penalties, legal exposure, and reputational damage.
HR and payroll teams must stay informed about evolving regulations to ensure compliant offboarding processes. Having a structured reference tool can reduce uncertainty and support accurate, timely final payments.
These payroll compliance resources are designed to help organizations navigate state-level requirements and maintain confidence in their termination and final payout procedures.
State Rules: PTO Payout & Final Paycheck Requirements
This reference guide compiles key information related to state-specific final paycheck deadlines, accrued PTO payout rules, and termination notice requirements. It serves as a quick-access compliance tool for HR and payroll professionals managing multi-state workforces.
The resource includes links to supporting sources to help validate requirements and guide policy decisions. While it is not legal advice, it provides a consolidated starting point for understanding how final pay laws vary by state and what employers should review before processing terminations.
Use this guide to:
Confirm state final paycheck timing requirements
Review PTO payout obligations
Reference termination notice guidelines
Reduce compliance risk during employee offboarding
For organizations operating across multiple states, this checklist supports more consistent payroll processes and helps prevent costly compliance mistakes.
Access the State PTO Payout & Final Paycheck Requirements by State
Quick reference for multi-state payroll compliance.
Performance Management & Employee Review Resources
Effective performance management drives engagement, development, and business results. From 360-degree feedback to structured performance alerts and 9-box talent grids, having the right tools ensures evaluations are consistent, objective, and actionable.
These performance management resources provide HR teams and managers with practical templates and guidance for creating performance reviews, tracking progress, and maintaining accountability across the organization. Whether you use a full HRIS like UKG Pro or need simple Excel-based tools, these resources help streamline performance processes and support talent development.
360 Review Template
Many organizations struggle to implement a full 360-degree feedback review within their HCM systems. This template shows how to structure a 360 performance review using UKG Pro (or similar systems), including guidance for collecting peer, manager, and direct report feedback. Use this resource to foster meaningful feedback loops and build a culture of continuous development.
Access the 360 Performance Review Template
Set up a full 360 feedback review workflow.
UKG Performance Review Past Due Alerts
Timely performance reviews are critical for effective talent management. This guide explains how to create UKG Pro People Analytics BI Alerts in Event Studio to send reminders for overdue performance reviews. Keep your performance cycles on schedule, ensure compliance, and reduce administrative follow-ups with automated alerts.
Get UKG Performance Alert Setup Guide
Automate reminders for overdue performance reviews.
9-Box Excel Template
Not every organization needs a complex system for evaluating talent potential and performance. This 9-box Excel template provides a simple, visual framework to plot employees based on performance and potential. Customize it for succession planning, performance discussions, and talent review meetings β all while keeping it easy and accessible for teams of any size.
Download the 9-Box Talent Grid Template
Simple Excel-based framework for performance and potential.
Frequently Asked Questions About Free HR Templates & Resources
What types of HR templates are available for download?
We offer a wide range of free HR templates, including HCM system evaluation rubrics, M&A HR reporting checklists, HR metrics dashboards, payroll compliance guides, and performance management tools. Each resource is designed to be actionable, customizable, and practical for real-world HR use.
Can these templates be used for any HRIS or HCM system?
Yes. While some templates reference specific platforms like UKG Pro, most resources are platform-agnostic and can be adapted for any HRIS, HCM, or payroll system. They are designed to simplify processes, support reporting, and improve workflow efficiency regardless of the software you use.
Are these resources suitable for small businesses and large enterprises?
Absolutely. The templates are scalable and flexible, making them useful for small HR teams, mid-sized organizations, and enterprise HR departments. You can adjust the templates to fit your company size, industry, and HR technology stack.
Do these templates provide legal or compliance advice?
No. While many resources, such as payroll compliance guides or PTO payout references, consolidate publicly available rules and best practices, they do not replace legal advice. Organizations should always confirm compliance with state or federal regulations or consult legal counsel when necessary.
Can I customize these templates for my organization?
Yes. All templates are fully customizable. You can adjust fields, formulas, workflows, and reporting structures to match your organizationβs processes, policies, and HR technology requirements. This ensures maximum usability and relevance.
How often are these resources updated?
We regularly review and update the templates to reflect HR technology changes, compliance updates, and best practices. Check back periodically to access new or revised templates for HCM, payroll, M&A, metrics, and performance management.
Do you provide support for implementing these templates?
Yes. If you need help implementing any of these resources, InteGreat Solutions offers consultation services to guide HR teams in adopting templates, configuring systems, and integrating workflows efficiently. You can schedule a free consultation to get expert guidance.
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