HR Templates for Document Generation
You can reproduce case information in a formatted document and automate document and letter generation using Case IQ's template feature. Templates are completely configurable by System Administrators in the Settings tab, so you can add, revise, or delete templates in Case IQ at any time.
The table below provides links to download template files related to HR processes, which can be modified with valid field tags, company logo, and text that fits your organization's needs. To use these files as document templates in Case IQ, you will need to add specific text to help Case IQ identify the data it needs to populate, called field name tags. See Create and Upload a Document Template for a complete guide on editing and uploading template files to Case IQ.
Update Placeholder Text in Templates
The template files in this article contain placeholder text and are provided for informational purposes only. They must be reviewed by your organization and modified as necessary before using them to ensure they meet all applicable laws and regulations.
| Name | Link to Download | Description |
|---|---|---|
| Chain of Custody Template |
Chain of Custody Form.doc |
Details the chain of custody for evidence used in your investigation, including:
|
| Conflict of Interest Form |
Conflict of Interest - Disclosure Form.docx |
Ensures the organization has a process in place when actual or potential conflicts of interest arise, where the affected individual will advise the governing body of all relevant facts concerning the situation. |
| Closing Summary |
Closing Summary.docx |
Documents the caseclosing summary information for the organization leadership's review upon closure:
|
| Final Response Letter |
Final Response Letter.docx |
Documents the case resolution for the primary party to inform them of the charges issued, corrective actions taken, and any other case relevant details. |
| Termination Letter |
Termination Letter.docx |
Informs an employee that they have been terminated from the company as a result of the investigation against them. Instructions are provided on how they will return company property in their possession, such as a laptop, to the company. |