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The 5 HR Documents Every Small Business Must Have
A plain-English guide to the five documents that protect your business, reduce turnover, and keep you out of legal trouble — with a self-assessment checklist to see where you stand today.
What's Inside the Guide
5 pages. Plain English. No legal jargon. Each document explained with what it covers, why it matters, and what happens if you don't have it.
Employee Handbook
The single most important HR document. Sets expectations, defines policies, and protects you in disputes.
Onboarding Checklist
Ensures every new hire gets a consistent, professional start — reducing early turnover by up to 50%.
Performance Review Template
Documents goals, feedback, and outcomes so performance conversations are fair, clear, and defensible.
Disciplinary & PIP Template
The paper trail that protects you if a performance situation escalates. Essential before any termination.
Offboarding Checklist
Covers access revocation, handover, final pay, and team communication — so nothing gets missed.
Also included: A self-assessment checklist so you can see at a glance which documents you already have in place and which ones are missing.
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Ready to go beyond the guide? Our HR kits give you fully editable templates for every document covered — starting at $29. Browse all kits →