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Free HR templates, policies and workflow guides

Many editable documents we use to run our own team: HR policies, role responsibilities, hiring guides and workflows. Download free and adapt them to your business.

Resources & Learning Hub

Why these resources

We wrote these documents to run our own company: how we hire, how each role works, how projects move from enquiry to delivery. Now they’re yours to adapt, so you don’t start from a blank page.

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RESOURCE LIBRARY

Find the Right Resource in Seconds

Filter by category or type a keyword to jump straight to the template, guide or document you need. Everything is free to download and ready to adapt to your own business.

Showing 26 of 26 resources
PDF

Dignity and Respect at Work

A workplace policy that promotes respectful behavior, fairness and a safe professional environment for all employees.

HR Document Workplace RespectEmployee Dignity
PDF

Employee Handbook Overview

A complete HR guide covering company policies, onboarding, workplace rules, employee responsibilities and internal processes.

Employee Handbook HandbookCompany Policy
PDF

Hiring Process

A structured guide for managing recruitment, candidate selection, interviews and hiring decisions.

HR Document Candidate SelectionHR Management
PDF

HR Handbook

A complete HR guide covering workplace policies, employee processes and company guidelines.

Employee Handbook HR PolicyWorkplace Guidelines
PDF

Leave Policy Overview

A clear HR guide explaining leave rules, holiday guidelines, approval process, attendance expectations and employee leave responsibilities.

HR Document Leave PolicyHR Policy
PDF

Mental Health and Wellness Policy

A workplace policy that supports employee mental wellbeing, stress management and a healthier work environment.

HR Document Mental WellnessEmployee Wellbeing
PDF

Performance Measurement Overview

A simple guide to track performance, set review cycles and improve team productivity with measurable goals.

HR Document Performance ReviewEmployee Growth
PDF

Sales Playbook & Lead Conversion Guide

A step-by-step system for turning leads into customers: prospecting, qualifying, pitching, handling objections and closing with confidence.

Sales Playbook SalesLead Generation
PDF

CEO Responsibilities

A leadership toolkit for planning, reporting and goal-setting — helping founders and CEOs stay focused on the decisions that move the business forward.

Employee Responsibilities LeadershipBusiness Planning
PDF

Development Team Responsibility

What a strong development team owns end to end: execution, reporting and continuous skill growth across every project.

Employee Responsibilities Development TeamSoftware Development
PDF

HR Recruitment Process

A complete guide to hiring, onboarding and helping new employees start with confidence and clarity.

Recruitment RecruitmentOnboarding
PDF

HR Recruitment Process Diagram

A clear visual guide to Aarvi Technology's recruitment flow, from candidate sourcing to final selection.

Recruitment RecruitmentOnboarding
PDF

HR Team Responsibility

A clear breakdown of what a high-functioning HR team owns day to day: reporting, goals, people management and the routines that keep HR running well.

Employee Responsibilities HRTeam Management
PDF

Human Psychology in The Workplace

Understand what drives people at work — personality types, motivation and behaviour — to build stronger, more collaborative teams.

Human Psychology PsychologyMotivation
PDF

Marketing Team Responsibility

Map out marketing roles, reporting rhythms and yearly planning, giving your team a clear structure for consistent, measurable output.

Employee Responsibilities Marketing TeamMarketing Responsibilities
PDF

Natural Disaster Policy

A policy to guide employee safety, communication and business continuity during natural disasters.

HR Document Workplace SafetyEmployee Protection
PDF

Product Business Workflow Diagram

A practical guide to managing business workflows, project execution and product development processes.

Workflow Process ManagementProject Planning
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Product Business Workflow Overview

For teams that build and sell products: see how work flows from idea and development through to launch and improvement.

Workflow Business ProcessWorkflow
PDF

Project Manager Responsibility

The core of great project management: planning, execution, reporting and keeping every moving part on track from kickoff to delivery.

Employee Responsibilities Project ManagementProject Execution
PDF

Sales Team Responsibility

Define what your sales team owns — targets, reporting, activity planning and performance reviews — so effort translates into predictable results.

Employee Responsibilities Sales TeamSales Responsibilities
PDF

Service Business Workflow Diagram

A visual guide to understanding the complete service delivery workflow from start to finish.

Workflow Process Flow DiagramService Workflow
PDF

Service Business Workflow Overview

For teams that deliver work to clients: see how a project moves from enquiry and requirement to execution and final delivery.

Workflow Project ProcessService Delivery
PDF

Software Designer Responsibility

Clarify the designer's role across the product journey — from design process and delivery to reporting and sharpening craft over time.

Employee Responsibilities UI UX DesignDesign Process
PDF

Software Tester Responsibilities

Everything QA covers: test planning, bug reporting, quality checks and the habits that ship reliable, polished software.

Employee Responsibilities Quality AssuranceQA
PDF

Support Team Responsibilities

A guide to running dependable customer support — schedules, handling queries, reporting and steadily improving the service you deliver.

Employee Responsibilities Customer SupportService Management
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Team Leader Responsibility Overview

A practical guide to leading a team well — coordinating activities, tracking progress and keeping work and updates flowing smoothly.

Employee Responsibilities Team LeaderProject Activities

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Built From Experience

Resources We Actually Use — Now Yours to Adapt

Proven in Practice

Proven in Practice

Every resource has been used and refined inside our own teams, not written as generic filler.

Ready to Adapt

Ready to Adapt

Download and edit freely to fit your company's size, structure and way of working.

Learn as You Go

Learn as You Go

Beyond templates, our guides and videos explain the thinking behind modern business — so you understand the why, not just the how.

Save Weeks of Work

Save Weeks of Work

Skip the blank page. Start from a solid draft and shape it to your needs in minutes.

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Learn the ideas behind modern business

Clear, practical explainers on digital transformation, workflow automation and the technology behind smarter business — straight from our team.

Workflow Automation: Easy Guide

Digital Transformation Explained

App Modernization: Upgrade Your Software

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FAQ

Frequently Asked Questions

Everything you need to know about our resources and how to make the most of them.

A growing mix of practical and educational material — templates, policies and guides you can use right away, plus learning content on topics like digital transformation, workflow automation and running a business more efficiently. It's designed to help you both do the work and understand the thinking behind it.

Yes, completely free. We only ask for a few basic details so we can understand your needs and point you to the resources that will help you most.

It helps us learn a little about you and your organisation so we can share the most relevant material — and, if you're interested, show you how to take these ideas further. It takes less than a minute.

Absolutely. Every document is ready to adapt, so you can change the wording, structure and policies to match your company's size, culture and way of working.

Founders, HR teams, managers and anyone looking to build better processes or simply learn. Whether you need a ready-to-use template today or want to understand a concept like automation, there's something here for you.

Yes. We're continuously creating new templates, guides and educational content — including videos — so it's worth checking back or subscribing to stay updated.

Yes. Beyond the templates and guides, our team helps businesses automate HR, payroll and everyday operations with AI-powered workflows — so if you'd like to move from managing things manually to running them intelligently, just reach out.