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HR Tools, Templates & Kits

Built from real cases. Not from training data.

A growing library of templates, kits, guides, and video trainings — organized by where you are with your team, from the first offer letter to the final paycheck. Start in the Owner’s Circle, then jump to the moment you’re in.

Not sure where to start? That’s the normal place to be.
Answer 3 quick questions and we’ll point you to exactly what your business needs — no guessing, no upsell you don’t need.
Start here →
Watch first

How to use this library.

Two minutes on how the kits fit together — which document to reach for, when, and why — so you buy exactly what your business needs.

The human-judgment difference: a chatbot can generate a separation agreement in seconds — it can't tell you that the clause a court struck down last year is still sitting in most templates online. Every tool here was built from real terminations, real audits, and real complaints, and pressure-tested in actual situations. That's the part a draft can't give you.

The Owner’s Circle

Members start here. Joining is free.

The tools owners reach for most — plus the monthly “what changed in employment law” briefing and first access to every new kit. The tools below run right here; joining gets you the rest of the Circle.

Join the Owner’s Circle — free
The tools, the monthly briefing, and first look at new kits before anyone else.

Owner’s Circle
Worker Classification Tool
The interactive version of the decision tree — answer a few questions and see whether a worker is likely an employee or a contractor under your state's classification test — whether that's an ABC test, a common-law test, or a multi-factor framework. Built from 200+ real labor-department audit outcomes.
Open the tool →
Owner’s Circle
Interactive I-9 Trainer
Walk through a real I-9 field by field, see every fineable mistake before it happens, and learn the 3-day rule that trips up most owners. The training version of the audit ICE actually runs.
Open the tool →
Owner’s Circle
Overtime Liability Calculator
A ready-to-use Excel / Google Sheets workbook: run a single employee or a whole batch, see the week-by-week detail, and check the underlying state rates and sources. Current 2026.
Download (.xlsx) →

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Hiring & Onboarding

Get the hire right from day one.

Everything for the start of the relationship — the offer, the handbook they sign, and the interview process that keeps you out of an EEOC charge.

Interactive · Free demo
Offer Letter Builder
The interactive upgrade to the kit — answer a few questions and it writes the letter for you: applies your state’s paid-sick-leave floor, runs a 20-second exempt-status check so you don’t misclassify, adds your logo, and stays current as the law changes. Build and preview free — export & save with a subscription.
Penny called her manager ‘salaried’ to skip overtime. When he quit, the back-overtime bill was $14,000.
$79/yr
Try the free builder →
Employee Handbook Starter — National Edition
A national starter handbook covering anti-harassment, equal opportunity, attendance, leave, social media, confidentiality, and at-will status — written to work in any state, with the provisions (meal/rest breaks, paid sick leave, required notices) that generic handbooks miss.
$69
Buy the Handbook Starter
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
New
TA Interview Guide
A complete framework for compliant interviews — banned questions, compliant alternatives, scoring rubrics, and documentation practices designed to reduce discrimination-claim risk. Built from real EEOC defense work.
$29
$39
Buy the TA Guide
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Banned Interview Questions Cheat Sheet
100+ questions you cannot legally ask — with a compliant rephrasing for each. Built from real EEOC charges and the questions that actually trigger them. Print it, laminate it, hand it to every hiring manager.
$15
$19
Buy the Cheat Sheet
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Coming soon
Arbitration Agreement Template
An employment arbitration agreement drafted around the NJ and NY enforceability traps — class-action waiver, severability, and the rollout process for getting it signed. In final review now.
Soon
Notify me →
Managing & Documenting

Run your team — and paper it properly.

Day-to-day people management: discipline, accommodations, leave, and the policies and systems that keep you compliant while you grow.

Progressive Discipline Packet
Verbal warning, written warning, final warning, and PIP templates with language designed to build a clear, defensible record. Plus the documentation cadence — and what to never write down — that makes them stick.
$49
Buy the Packet
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
ADA Interactive Process Guide
The accommodation conversation framework — from initial request through documentation, decision, and follow-up. Built from real EEOC charge defense work. Includes the templates that prove you ran the process properly.
$29
Buy the ADA Guide
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Leave & Accommodation Toolkit — All 50 States
Every paid and unpaid leave requirement, nationwide — sick leave, family leave, jury duty, military, voting, and more — plus the accommodation process — with the federal baseline and state-by-state eligibility, accrual, and documentation rules. Updated for 2026.
$39
Buy the Toolkit
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Anti-Harassment Policy Template
Both editions in one purchase: a strict-state (NY/CA) edition with the mandated complaint-procedure language those states require, and a national baseline edition for everywhere else. Includes the reporting paths required for the Faragher-Ellerth affirmative defense.
When the complaint landed in her inbox, Penny had no policy to stand on. This is it.
$29
Buy the Policy
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
New
HRIS Selection Toolkit
A vendor-neutral framework for picking the right HRIS for your headcount, industry, and budget. Built from 9 real enterprise HRIS implementations. Includes RFP template, comparison matrix, and the questions that surface hidden costs.
$49
Buy the HRIS Toolkit
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Terminations & Separations

End it cleanly. Document everything.

The hardest conversations, done right — the pre-termination checks, the scripts, the agreement, and the kit that ties them together.

Best Seller
Termination Done Right Kit
Pre-termination audit checklist (12 items), termination meeting scripts, separation agreement template, final paycheck timing reference per state, and a post-termination communication framework designed to help reduce retaliation risk.
This is the kit Penny didn’t have on that Friday afternoon.
$99
Buy the Termination Kit
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Pre-Termination Checklist
12 things to verify before any termination meeting. Used in every termination we've coached. Helps you avoid the documentation gaps that drive wrongful termination claims.
$25
Buy the Checklist
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Termination Meeting Scripts
Word-for-word scripts for performance terminations, role eliminations, and immediate-cause situations. Refined across hundreds of real terminations. Plus what to say when the employee pushes back — the moment AI can't write for you.
$39
$49
Buy the Scripts
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Separation Agreement — National (+ Q&A)
A national separation agreement template — release of claims, non-disparagement, confidentiality, and severance terms, drafted for enforceability (have your counsel review before use) — plus a plain-English Q&A that walks you through when and how to use each section. Pays for itself with a single avoided post-exit claim.
Penny let him walk out angry with nothing signed. This is what she should have handed him.
$79
$99
Buy the Agreement
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Coming soon
Layoff & RIF Kit
Run a reduction-in-force without a lawsuit — WARN-notice guidance, defensible selection-criteria documentation, the release agreement, and the communication scripts. In development.
Soon
Notify me →
Compliance & Risk

Find the exposure before someone with a badge does.

Classification, wage & hour, I-9, audits, and workplace safety — the five-figure-exposure areas, with the tools to self-check each one.

National
Wage & Hour Compliance Kit
Exempt vs. non-exempt classification guide, overtime liability calculator, off-the-clock work policy, tip pool rules for your state reflecting recent DOL changes, meal break documentation log.
$59
Buy the Wage & Hour Kit
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Exempt vs Non-Exempt Classification Guide
The duties test in plain English, applied to 25 common roles you can match against your own. Settle the exempt vs non-exempt question with confidence — plus your state's salary thresholds (current 2026) and the safe-harbor language that protects ambiguous cases.
Penny called a full-timer a “contractor” to save on payroll. The state labor board didn’t agree.
$35
Buy the Guide
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
I-9 Compliance Toolkit
The complete I-9 package — the exact self-audit framework ICE auditors use, plus plain-English guidance for completing Sections 1 and 2 correctly. Walk every employee file through it in 5 minutes per record and find your gaps before someone with a badge does.
$25
Buy the I-9 Toolkit
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
HR Compliance Risk Scorecard
25-question self-assessment covering classification, wages, training, documentation, and termination. Refined across 100+ small business assessments. Score yourself; see exactly which moves are 5-figure exposure.
$35
Buy the Scorecard
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Audit Playbook
What to do when a state labor board, ICE, or DOL audit notice arrives. The first 24-hour checklist, document organization framework, and the response-letter language that buys you time. Built from real audit defense.
$39
Buy the Playbook
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
New
Emergency Procedures Kit
A complete workplace-safety response set — active shooter response, evacuation and shelter-in-place plans, medical emergencies, fire, and severe weather — with the OSHA posting and reporting requirements most owners miss. Procedures ordered by how often they actually happen.
$39
Buy the Emergency Kit
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Video Training

Watch it. Train your team. Document it.

On-demand video courses you can assign to managers and staff — and keep as proof the training happened.

Video Course
Harassment Prevention Training
On-demand video
Manager and employee training designed around New York and California training requirements — with strict-state (NY/CA) and national editions. Built from real complaint and investigation work, not a generic compliance reel. Includes a completion record for your files.
$49
Get the Training
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Video Course
I-9 Compliance Training
On-demand video
How to complete Section 1 and Section 2 correctly, the 3-day rule, acceptable documents, and the fineable mistakes ICE looks for first. The fastest way to get a new manager I-9-ready.
$39
Get the Training
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Video Course
How to Conduct a Termination
On-demand video
Walk into the hardest meeting prepared — what to say, what never to say, how to hold the room, and how to handle pushback in the moment. Refined across hundreds of real terminations.
$39
Get the Training
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
New
Off-the-Clock Work — Manager Training
On-demand video + slide deck
The wage claim most owners never see coming — emails after hours, "quick" prep before a shift, working lunches. Train your managers to spot and stop off-the-clock work, with the video and a ready-to-present PowerPoint deck to run the training themselves.
$39
Get the Training
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
A cautionary tale

Don't be Penny.

Penny Pinchwell ran a 14-person shop and did what almost every owner does to save a buck — she handled HR herself, off the cuff, with whatever she found online. It worked right up until it didn't. None of what went wrong was bad intent. She just didn't have the documents — and didn't know what she didn't know.

Penny hired her first real employee on a handshake — no offer letter, nothing in writing about at-will status.
When she had to let him go, a casual email had quietly become a contract she never meant to sign. → Offer Letter Kit
Penny let someone go on a Friday afternoon with nothing in the file to back it up.
No documentation, no script, no checklist — and a wrongful-termination claim three weeks later. → Termination Done Right Kit
Penny called a full-time worker a “contractor” to skip the payroll taxes.
One labor-board audit later, she owed back wages, penalties, and interest on every paycheck. → Classification Guide
Penny let a harassment complaint sit in her inbox over a long weekend.
By Monday she'd missed her window to act — and had no policy to stand on. → Anti-Harassment Policy

Every one was avoidable. Every one cost her five figures. The kit below is named after her — everything Penny wishes she'd bought first.

Built from real requests

Don’t see the tool you need?

Tell us what you’re up against. We build our kits from what owners actually ask for — if it’s a fit, you’ll be first in line to get it.

Bundles

Or get it all — and save.

Once you know what you need, the bundles pull the most-requested products together at a meaningful discount.

★ Best Value
Pinchwell Survival Kit
Everything Penny didn't have. Every compliance kit in the library, in one purchase — the policies, the audits, the references, and the documents that hold up when it counts.
Includes 12 essential products
  • Employee Handbook Starter Kit
  • Offboarding & Separation Agreement Kit
  • Anti-Harassment Policy Template
  • Progressive Discipline Packet
  • Termination Meeting Scripts
  • Wage & Hour Compliance Kit
  • Leave & Accommodation Toolkit
  • Emergency Procedures Kit
  • Audit Playbook
  • I-9 Compliance Toolkit
  • Exempt vs Non-Exempt Classification Guide
  • Banned Interview Questions Cheat Sheet
$249
$506
Save over $250
Get the Pinchwell Survival Kit →
+ Add the 2026 50-State Min-Wage & Tip Reference — $5
Classification Focus
Worker Classification Bundle
The most expensive compliance mistakes, covered together — settle exempt vs non-exempt, score your overall compliance risk, and audit your I-9s, all at a discount.
Includes 3 essential products
  • Exempt vs Non-Exempt Classification Guide
  • HR Compliance Risk Scorecard
  • I-9 Self-Audit Checklist
$59
$95
Save $36
Get the Bundle →
I-9 Focus
I-9 Compliance Bundle
Everything you need to survive an ICE audit in one place — the self-audit checklist that finds your gaps, plus the on-demand video that gets your team I-9-ready. Includes free access to the Interactive I-9 Trainer.
Includes 2 products + free trainer
  • I-9 Self-Audit Checklist
  • I-9 Compliance Training (Video)
  • Interactive I-9 Trainer (free access)
$39
$64
Save $25
Get the I-9 Bundle →

Want the human behind these tools?

The live workshops are where the templates and frameworks become real. Bring your specific situations and get answers from the same person who built every tool on this page.

See the live workshops →
Don’t see it? Tell us.

What does your business need that we haven’t built?

Every tool on this page started as a real problem a small business brought us. If you’re facing something these don’t cover — a form, a policy, a checklist, a situation — describe it below. If we build it, you’ll get it first.

Goes straight to Meghan. No newsletter sign-up, no sales call — unless you ask for one.