Full description:
Not sure where your HR foundation stands? This guide walks through the essentials every small business owner or manager should have in place — from documentation and onboarding to discipline, termination, and knowing when to bring in outside help.
What's inside:
Employee Documentation
Onboarding
Attendance Expectations
Performance Management
Discipline
Employee Records
Termination Considerations
Manager Responsibilities
When to Contact an HR Professional
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Ready to put this into practice? This guide covers the fundamentals — when you need ready-to-use templates and fillable forms, check out our [HR Toolkits →] or explore ongoing support with a VeltrixHR Retainer
Full description:
Use this as a fast self-assessment: 10 essential areas every employer should have in place, plus a quick readiness checklist to mark what's established, in progress, or missing. A great starting point before deciding where to focus first.
What's inside:
10 HR essentials, from job expectations to offboarding
A Quick HR Readiness Checklist
Guidance on when to bring in professional HR support
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Found a few gaps? Our [HR Toolkits →] give you the templates to fix them — or explore ongoing support with a [VeltrixHR Retainer →]
Full description:
Performance concerns are one of the highest-stakes conversations a manager will have. This toolkit gives you a structured way to turn a vague concern into a clear, fair improvement plan — with the documentation to back it up.
What's inside:
Core elements of an effective PIP
30 / 60 / 90-day timeline guidance for different situations
A complete fillable PIP Template (concern, standard, action steps, support, measures, check-ins)
Manager Check-In Questions
A Final Review Checklist
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Also available in the Complete HR Toolkit Bundle — get all 4 toolkits for $59.99 (a $20 savings over buying individually).
Handling this on your own, but want an HR professional in your corner as things come up? Learn more about ongoing HR support with a [VeltrixHR Retainer →]
Full description:
First impressions set the tone for the whole employment relationship. This toolkit gives you a repeatable onboarding process so every new hire gets a consistent, well-organized start — without you having to reinvent the process each time you hire.
What's inside:
Preboarding Checklist
First Day and First Week Plans
The 30 / 60 / 90-Day Framework
Manager Onboarding Checklist
A fillable New Hire Feedback Survey
Onboarding success metric ideas
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Also available in the Complete HR Toolkit Bundle — get all 4 toolkits for $59.99 (a $20 savings over buying individually).
Handling this on your own, but want an HR professional in your corner as things come up? Learn more about ongoing HR support with a [VeltrixHR Retainer →]
Full description:
Inconsistent discipline is one of the biggest sources of legal risk and employee mistrust for small businesses. This toolkit gives you a clear, step-by-step process to follow every time — so decisions are defensible and treatment is consistent across your team.
What's inside:
The 5-Step Progressive Discipline Framework (coaching through final review)
A Manager Documentation Checklist
A fillable Corrective Action Template, including employee acknowledgment fields
Guidance on when serious misconduct may justify skipping steps
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Also available in the Complete HR Toolkit Bundle — get all 4 toolkits for $59.99 (a $20 savings over buying individually).
Handling this on your own, but want an HR professional in your corner as things come up? Learn more about ongoing HR support with a [VeltrixHR Retainer →]
Good documentation protects your business and your employees — but most managers were never taught how to write it well. This guide gives you a simple, repeatable method for capturing what happened, clearly and objectively, every time.
What's inside:
The FACT Method — a 4-part framework for writing strong documentation
Weak vs. Strong documentation examples, side by side
Coaching vs. Discipline — how to tell the difference and document each correctly
Documentation Do's and Don'ts
A fillable Conversation Planning Worksheet
A "Before You Close the File" checklist
General informational resource. Not legal advice — review and adapt for your state and local requirements.
Also available in the Complete HR Toolkit Bundle — get all 4 toolkits for $59.99 (a $20 savings over buying individually).
Handling this on your own, but want an HR professional in your corner as things come up? Learn more about ongoing HR support with a [VeltrixHR Retainer →]
Everything a growing business needs to handle the most common — and highest-risk — HR moments, built by an HR consultant and ready to put to work immediately.
This bundle includes four complete, fillable toolkits:
Progressive Discipline Toolkit — A 5-step framework for fair, consistent corrective action, plus a ready-to-use Corrective Action Template
Performance Improvement Plan (PIP) Toolkit — A full PIP template with 30/60/90-day timeline options, manager check-in questions, and a final review checklist
New Hire Onboarding Toolkit — Preboarding checklists, first-day and first-week plans, a 30/60/90-day framework, and a new hire feedback survey
Manager's Guide to Employee Documentation — The FACT method for writing clear, defensible documentation, plus a Conversation Planning Worksheet
Each toolkit combines practical guidance with ready-to-fill templates — no guesswork, no starting from a blank page. Delivered as a single 16-page PDF you can print or fill out digitally.
Individually: $14.99 + $19.99 + $19.99 + $24.99 = $79.96
Bundle price: $59.99 — save $19.97
Building out your HR foundation? Once you've got the basics covered, many businesses move to a monthly HR retainer → for ongoing, hands-on support — no more guessing on the harder calls.
General informational resource. Not legal advice — review and adapt for your state and local requirements.
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