Resource Library

New Starter Onboarding Checklist

Ensures all onboarding tasks are completed so new hires have a seamless start—covering contracts, systems, policies, and setup.

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Event Report

Captures details of workplace incidents, near misses, or safety breaches for investigation and follow-up.

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Workstation Policy and Procedure

Sets ergonomic standards and processes for safe workstation setup, particularly for office-based roles.

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Stress Policy

Supports staff by identifying sources of work-related stress and providing tools to manage it proactively.

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Quality Policy

Outlines the organisation’s commitment to delivering services/products that meet defined quality standards.

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Personal Equipment (PPE) Policy

Outlines expectations, responsibilities, and requirements for PPE use, maintenance, and compliance with NZ safety standards.

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Manual Handling Policy

Promotes safe lifting and handling techniques to reduce injuries in manual labour environments.

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Health and Safety Policy Commitment

A high-level statement of the company’s commitment to ensuring the health, safety, and wellbeing of all workers.

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Fatigue Management Policy

Provides guidance on how to manage and reduce work-related fatigue through scheduling, breaks, and awareness.

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Environmental Policy

Demonstrates the organisation’s commitment to environmental sustainability and responsible resource management.

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Drug and Alcohol Policy

Establishes rules and testing procedures to ensure a safe, substance-free workplace.

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Anti-bullying Policy

Defines bullying behaviours and sets out procedures for preventing, reporting, and addressing workplace bullying.

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Acc Return to Work and Payment Policy

Outlines how injured employees will be supported to return to work safely, and how payments are handled under ACC.

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Vehicle Checklist

Pre-start checklist to ensure vehicles are safe, roadworthy, and compliant before being used for work tasks.

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Toolbox Meeting Process

Outlines how to run effective toolbox meetings that engage staff, address safety, and reinforce daily goals.

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Toolbox Meeting Minutes Template

Standard form to record key discussion points, actions, and attendance from workplace toolbox meetings.

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Take 5 Form Template

A short, pre-task safety checklist completed by workers to assess risks and hazards before starting any job.

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Site Inspection Form

Checklist used for regular inspections of workplace or construction sites to identify hazards and compliance gaps.

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Risk Management Process

Outlines how to identify, assess, treat, and monitor risks to reduce harm and ensure continuous improvement.

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PPE Issuing Register

Tracks personal protective equipment (PPE) issued to employees, ensuring accountability and replenishment.

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Pain and Discomfort Form

Allows employees to report early signs of physical strain or discomfort to prevent injury or escalation.

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Notification of Event Record to WorkSafe NZ

Used to document and notify WorkSafe NZ of any notifiable events, as per the Health and Safety at Work Act 2015.

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Job Safety Environmental Analysis

Breaks down tasks into steps to identify risks and hazards, ensuring safety before work begins.

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Health and Safety Manual Basic

A foundational document outlining health and safety expectations, policies, and responsibilities across the organisation.

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Hazard Risk Register

Used to identify, assess, and record workplace hazards and risks, and control measures put in place.

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Event Management Flowchart

A step-by-step decision-making flowchart to manage internal or external events, risks, and response coordination.

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Emergency Plan Chart

Visual reference for staff to follow in the event of emergencies such as fire, earthquake, medical or evacuation.

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KS10-KiwiSaver optout form

Used when an employee chooses to opt out of KiwiSaver during the opt-out period, with IRD submission requirements.

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K2-KiwiSaver deduction form

Used to enrol an employee into KiwiSaver and record their contribution rate for payroll processing.

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Timesheet Template

A clear, easy-to-use template for recording hours, breaks, overtime, and on-call work. Suitable across all industries.

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Timesheet Submission Process

Clarifies expectations around how and when staff submit timesheets, including sign-offs, deadlines, and storage.

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Reference Check Process

Outlines how to validate a candidate’s work history and behaviour, with legally compliant and insightful questions.

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Phone Screen Process

Step-by-step script and questions to assess candidate suitability early, saving time before formal interviews.

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Interview Process

A structured guide to prepare and conduct face-to-face interviews with confidence, clarity, and fairness.

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End to end Recruitment Process

Outlines every step from job advertisement through to onboarding, ensuring a consistent and compliant hiring approach.

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Terms of Sales

Our Terms of Sale template is designed for businesses to clearly outline purchase terms, including pricing, payments, shipping, returns, and refunds. It builds trust with customers, helps reduce disputes, and ensures your online store is protected and compliant.

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Service Agreement

A Service Agreement outlines the terms of service between a business and a client, ensuring clarity, accountability, and legal protection for both parties.

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Individual Employment Agreement_Fixed Term

  An Individual Employment Agreement for fixed-term workers is used to establish a legally compliant employment relationship for a set period, tied to a specific project, season, or business need. Its purpose is to clearly outline the duration of employment, the reason for the fixed term, job responsibilities, pay, and other entitlements such as leave …

Payment Plan Agreement

A Payment Plan Agreement sets out clear terms for repaying an outstanding amount in instalments. It protects your business by formalising the repayment schedule, amounts, and due dates—helping recover debt, improve cash flow, and reduce disputes. Ideal for maintaining customer relationships while ensuring accountability and legal clarity.

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New Hire_Registration form

  This template helps new businesses collect key employee details for payroll, HR, and compliance. It ensures a smooth onboarding process by capturing all essential information from day one.

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Non-Disclosure Agreement

  A Non-Disclosure Agreement (NDA) is a legally binding document designed to protect a business’s confidential information from being disclosed, misused, or shared without consent. Its purpose is to ensure that sensitive data—such as trade secrets, intellectual property, financial details, client information, or business strategies—remains secure when shared with employees, contractors, partners, or third parties. …

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Individual Employment Agreement_Permanent

  An Individual Employment Agreement for permanent workers is used to formalise a long-term, ongoing employment relationship. It sets out clear terms around duties, pay, hours, leave, and expectations—ensuring legal compliance and protecting both the employer and employee under New Zealand employment law.

Individual Employment Agreement_Casual

    An Individual Employment Agreement for casual workers is used to engage staff on an as-needed basis with no guaranteed hours. It sets clear expectations, protects both parties, and ensures compliance with New Zealand employment law for flexible, short-term work arrangements.  

Independent Contractor Agreement

  An Independent Contractor Agreement is used to clearly define the terms of a contract-for-service arrangement, outlining the scope of work, deliverables, payment terms, and responsibilities. It protects both parties, ensures the contractor is not treated as an employee, and supports compliance with New Zealand law.

To access this content, you must purchase Strategy Services Package or HR Service Package.
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