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HR Compliance Checklist for Small Businesses
Staying compliant doesn’t have to be overwhelming. Our 10-Point HR Compliance Checklist is designed for businesses with under 100 employees and covers the most critical areas, including:
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Employee handbooks
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Wage & hour compliance
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I-9 and employment eligibility
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PTO & sick leave policies
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Harassment prevention
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Remote work policies, onboarding, and more
Each item includes a simple Yes/No check and actionable next steps—making it easy to spot potential risks and take corrective action.
Bonus: Includes reminders for when to schedule an HR audit and how to fix common compliance issues.
✅ Clear. Actionable. Built to protect your people and your business.
Employee Manual Template
A strong employee manual isn’t just about policies—it’s about creating clarity, consistency, and a foundation your team can actually follow.
This customizable template gives you a structured starting point to build or update your employee handbook with confidence.
It’s designed to help you:
- clearly communicate expectations
- support compliance and consistency
- provide guidance your managers can actually use
Whether you’re building your first handbook or refining what you already have, this template helps turn policies into something your team understands—and follows.
Coaching and Disciplinary Form
Consistency in how you document and address employee situations matters more than most teams realize.
This Coaching & Disciplinary Form provides a clear, structured way to guide conversations, document outcomes, and reinforce expectations fairly across your team.
It’s designed to help managers:
- approach conversations with clarity and confidence
- document key details consistently
- support both coaching and accountability
Because how you handle these moments doesn’t just impact the situation—it shapes your culture.
Employee Termination Checklist
Handling a termination is one of the most sensitive and high-risk situations a business faces.
This checklist provides a clear, step-by-step guide to ensure the process is handled consistently, respectfully, and in alignment with your policies and compliance requirements.
It’s designed to help you:
- prepare for the conversation
- protect your business from risk
- ensure nothing is missed before, during, or after termination
Because how you handle the end of employment matters just as much as how you manage it day to day.
Thrive Within
🌿 Self-Care Journal Page
Support doesn’t stop at compliance and leadership—at TMS, we believe thriving teams start with thriving individuals. That’s why we’ve created a printable Self-Care Journal Page to help your staff reflect, recharge, and build healthy habits.
Whether you're a leader looking to model well-being or simply trying to stay grounded during a busy season, this tool is for you.
✅ Includes:
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Daily check-in prompts for emotional, mental, and physical health
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Gratitude and reflection sections
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A checklist of simple self-care actions
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Space for affirmations and kindness
🧩 Perfect for:
Team well-being initiatives, mental health awareness month, or your own personal reset.
💡 Encourage your team to start or end the day with a few minutes of intentional self-care.
Coaching vs. Discipline
🧩 Coaching vs. Discipline Coversation Checklist
One of the biggest challenges managers face is knowing when to coach and when to hold someone accountable.
Handle it wrong, and you risk:
- inconsistent expectations
- frustrated employees
- or issues that continue to repeat
This practical, easy-to-use checklist gives your managers a clear framework to make confident decisions in real time.
It walks through key questions around:
- history
- intent
- attitude
- impact
- and risk
So instead of guessing or avoiding the conversation, your team can respond with clarity and consistency.
Whether you're developing new leaders or strengthening your current management team, this tool helps turn policy into action—where it actually matters.
📥 Download your free Coaching vs. Discipline Conversation Checklist today!
Aligning Culture & Business
🧩 Culture Alignment Kickstart Checklist
Are your people practices helping or hurting your goals?
When your culture and business strategy are in sync, everything runs smoother—engagement rises, turnover drops, and growth feels more natural. But when they’re misaligned? You feel it in the friction.
This quick-hit checklist will help you take the first step toward intentional culture alignment.
✅ What’s Inside:
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10 yes/no questions to uncover gaps in how your culture supports (or contradicts) your goals
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Reflection prompts like:
“Do your job descriptions reflect your current culture and strategy?”
“Are your leadership behaviors reinforcing your values—or working against them?” -
A bonus tip:
“Start with one system—like performance reviews—to shift intentionally and build momentum.”
📥 Download your free Culture Alignment Kickstart Checklist and start identifying simple changes that can lead to powerful results.
Because thriving isn’t about doing everything—it's about doing the right things, on purpose.
Workforce Planning Questionnaire
Workforce Planning Questionnaire
Gain Clarity. Build Confidence. Plan for Growth.
Our Workforce Planning Questionnaire is designed to help small businesses take a strategic look at their people, processes, and future needs. Whether your company is growing, restructuring, or simply trying to get organized, this simple yet powerful tool guides you through the key questions every business should ask before making hiring or organizational decisions.
By completing this questionnaire, you’ll:
✅ Identify skill gaps and role redundancies
✅ Clarify workforce priorities aligned with business goals
✅ Uncover training and leadership development needs
✅ Improve hiring, retention, and overall team performance
This assessment helps you see where your business stands today and what you’ll need tomorrow to support long-term success. It’s the first step toward creating a smarter, more scalable workforce plan tailored to your company’s growth strategy.
Ready to start?
Complete the Workforce Planning Questionnaire and discover where your biggest opportunities — and risks — really are.
Policy Audit Checklist
Is your workplace truly fair and compliant?
In light of recent legal developments, now is the time to ensure your policies protect everyone—equally and consistently.
Download our Policy Audit Checklist to assess your current policies, identify potential gaps, and take action before issues arise. This tool guides you through key areas like discrimination prevention, complaint handling, DEI neutrality, hiring practices, and more.
✅ Easy to use
✅ Designed for small and mid-sized businesses
✅ Helps you stay compliant and build trust within your team
Protect your business. Empower your people.
Download the checklist and start your policy review today.
Position Planning Questionnaire
Are you hiring open positions with intention?
Hiring the right person starts long before you post a job opening. Our Position Planning Questionnaire is a simple, thoughtful tool designed to help you clarify exactly who and what you need — so you can make confident, strategic hiring decisions.
By answering these guided questions, you will:
✅ Identify the true purpose of the role
✅ Define essential skills versus trainable skills
✅ Align the role with your company’s culture and long-term goals
✅ Spot potential obstacles early and plan for success
✅ Build a strong foundation for an accurate, compelling job description
Stop reacting to vacancies and start hiring intentionally.
Download our Position Planning Questionnaire today to simplify your hiring process and build the team your business deserves.
📘 Small Business Accounting Systems Guide
Choosing the right accounting system can feel overwhelming—but it doesn’t have to be.
Our Small Business Accounting Systems Guide breaks down the most common platforms, including QuickBooks, Xero, Wave, FreshBooks, Sage, and Microsoft Dynamics 365 Business Central, so you can understand what works best for your business.
Inside, you’ll find:
- A clear comparison of top accounting systems
- Pros and cons of each platform
- Guidance on how to choose the right fit
- Common mistakes to avoid
- Insight on when it’s time to upgrade your system
Whether you’re just getting started or your current system isn’t keeping up, this guide will help you make a confident, informed decision.
👉 Because the right system doesn’t just organize your books—it gives you clarity, confidence, and control over your business.
📘 Small Business Payroll Systems Guide
Payroll shouldn’t be something you stress about—but for many business owners, it is.
Choosing the right payroll system can feel overwhelming, especially with so many options that promise to do it all. The reality is, the wrong system can lead to costly mistakes, compliance risks, and unnecessary frustration for both you and your team.
Our Small Business Payroll Systems Guide breaks it down in a simple, clear way—so you can confidently choose a solution that fits your business.
Inside, you’ll find:
- A comparison of the most common payroll systems
- Key pros and cons of each platform
- Guidance on how to choose the right fit
- Common payroll mistakes to avoid
- Insight into what growing businesses should consider
Whether you’re setting up payroll for the first time or outgrowing your current system, this guide will help you move forward with clarity and confidence.
👉 Because payroll done right doesn’t just pay your team—it supports your entire business.
📘 Small Business Human Resource Information Systems (HRIS) Guide
As your business grows, managing your people with spreadsheets, emails, and disconnected tools quickly becomes overwhelming.
An HRIS (Human Resource Information System) brings everything into one place—helping you streamline processes, stay compliant, and create a better experience for your team.
Our Small Business HRIS Systems Guide simplifies the decision by breaking down the most common platforms and what they’re actually best used for—so you can choose with confidence.
Inside, you’ll find:
- A comparison of the most common HR systems
- Key features, pros, and limitations of each platform
- Guidance on what your business really needs (and what it doesn’t)
- Common HR system mistakes to avoid
- Insight into when it’s time to upgrade your systems
Whether you’re just getting started or your current systems aren’t keeping up, this guide will help you create structure, efficiency, and clarity across your people operations.
👉 Because the right HR system doesn’t just manage employees—it supports your business growth.
