HR & Internal Form Templates
Employee onboarding, time-off requests, performance reviews, and IT support forms for your team.
15 templates found
Employee Onboarding Form
Ensure smooth onboarding with task tracking, document collection, and system access setup
Time Off Request
Streamline PTO approvals with balance checks, coverage planning, and manager notifications
Expense Reimbursement Form
Process expenses efficiently with receipt uploads, category coding, and approval workflows
Employee Performance Review
Drive growth with 360-degree feedback, goal tracking, and development plan creation
IT Support Ticket
Resolve IT issues faster with priority routing, screenshot uploads, and status tracking
Facilities Maintenance Request
Speed up facility repairs with location tagging, photo documentation, and priority assignment
Employee Referral Program
Boost referral hiring with candidate details, relationship context, and reward tracking
Benefits Enrollment Form
Simplify open enrollment with plan comparison, dependent management, and election tracking
Workplace Incident Report
Document workplace incidents with location tagging, witness details, and corrective actions
Remote Work Request
Manage remote work policies with schedule proposals, equipment needs, and manager approvals
Training Request Form
Develop talent with course requests, skill gap analysis, and budget justification
Anonymous Whistleblower Report
Ensure compliance with anonymous ethics reporting, evidence uploads, and case tracking
Equipment Request Form
Manage hardware provisioning with specifications, justifications, and budget approvals
Hot Desk Reservation
Eliminate double-bookings with real-time desk availability, floor maps, and equipment requests
Employee Exit Survey
Foster open culture with anonymous peer feedback, recognition, and improvement suggestions
HR runs on requests, approvals, and records, and most of it still moves through email threads nobody can find six months later. This category collects fifteen HR forms that cover the whole arc of employment: onboarding paperwork, time off requests, performance reviews, referrals, incident reports, and the exit survey at the end. Every template is fully editable, shares by link or QR code, and exports to CSV, so the record exists without a single sheet of paper.
Fifteen templates that follow the employee lifecycle
This category maps to the actual arc of employment. It opens with the Employee Onboarding Form, 35 fields of new-hire details completed in a 15-20 minute sitting, and the Benefits Enrollment Form at 28 fields for plan selections. The middle years are covered by the Employee Performance Review, a 40-field template built for a 20-30 minute sitting, along with the Training Request Form and the Remote Work Request at 14 fields each. At the far end, the Employee Exit Survey closes the record with 32 fields of honest last-day feedback.
You don't need all fifteen at once. Most teams publish the two or three forms that generate the most email, share them by link on the intranet or a QR code in the office, and add the rest as processes surface. Employees never need an Uplup account to submit, which matters when half of these requests come in from a phone.
Time off, equipment, and the other two-minute requests
The forms HR touches daily are the small ones. The Time Off Request is 8 fields and takes 2-3 minutes. The Hot Desk Reservation is 6 fields. The IT Support Ticket and the Equipment Request Form run 10 fields each, and the Facilities Maintenance Request comes in at 12. All five are available on the free plan, which includes every feature with 50 responses per month, so a small team can move its whole request workflow off email without paying anything.
The trick is putting the form where the request happens. Print the QR code for the maintenance request and tape it in the kitchen. Drop the WordPress shortcode for the time off form into your intranet with the Uplup plugin. Then wire a webhook or Zapier connection so each submission lands in the approver's Slack channel or task list the moment it arrives, instead of aging in a shared inbox.
Onboarding, reviews, and benefits without the packet
The heavyweight templates replace the stapled packet, not the sticky note. The Employee Onboarding Form collects 35 fields, the Benefits Enrollment Form 28, and the Employee Performance Review 40, with completion times running from 12 to 30 minutes. At that length, format matters: switch on the conversational one-question-per-screen mode and a 40-field review stops feeling like a wall of boxes. A progress bar shows people how far along they are, and back navigation lets them fix an earlier answer without starting over.
Every field is editable, so the review template's rating scales can match your actual levels and the onboarding form can ask for exactly what your payroll provider needs. Nothing in these templates is fixed wording you have to live with.
A paper trail that lives in CSV, not a filing cabinet
Some HR forms exist because someday someone will ask what happened and when. The Workplace Incident Report captures 24 fields in 10-15 minutes, while details are still fresh. The Anonymous Whistleblower Report gives people a 20-field route to raise a concern without putting their name on it. The Expense Reimbursement Form logs 16 fields per claim; Uplup doesn't store files, so receipts travel as links to a shared drive, which keeps the record complete without a document pile. The Employee Referral Program form, also 16 fields, does the quieter work of recording who recommended whom before the hire happens.
All of it exports to CSV whenever you need the record, and per-question analytics surface patterns across submissions, like which building generates the most incident reports. Webhooks can also push every entry to your HRIS or a spreadsheet in real time, so the paper trail maintains itself.