Building a Human Resource Toolkit

An HR toolkit provides everything needed to stay on top of HR processes, policies, and documentation.

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A Human Resource Toolkit can be a vital asset in helping to support your people and enable teams to perform and deliver results.

The effectiveness of an organisation is often dependent on how it can attract, develop, engage, and retain the right talent, which for many companies would be impossible without the use of a formalised framework for human resource (HR) management

A human resource toolkit is one such solution, providing a software platform or application framework that helps human resource managers develop teams and manage employees, while at the same time understanding the requirements for the roles played by each person within the organisation.

There can be many ways to use a human resource toolkit, from hiring and recruitment processes to transfers, offboarding, and more.

Here’s our advice on what should go into building a human resource toolkit for your organisation, plus how YourShortlist can help you find the ideal HR software partner to help deliver an effective HR toolkit.

Importance of a Human Resource Toolkit

A human resource toolkit can either be a single piece of software that serves multiple HR functions from one interface, or a group of separate HR systems and applications that are managed through a single framework.

Either model provides a single overview of the company’s HR policies, processes, data, and documentation for all relevant departments.

Implementing a human resources toolkit can be an important investment for your organisation if you require:

A one-stop HR solution

HR toolkits typically consist of a range of functions, document templates, and individual HR management tools that make them ready-to-use packages to help deliver effective HR management.

A human resource toolkit may provide users with a foundation that can easily be customised to suit the needs of the organisation. This can be accomplished by identifying gaps in the company’s existing HR processes and strategy and adding new functions to the toolkit framework.

Employee engagement and satisfaction surveys

Human resource toolkits are a useful asset for carrying out and compiling employee surveys.

HR software can come with templates for surveys, FAQs, or anonymous feedback forms that will allow employers to gather information on employee engagement, workplace culture, or overall satisfaction.

Surveys can help management understand the strength and weaknesses of the organisation and better understand the expectations of the people within the organisation.

Greater control over HR documentation

HR toolkits are designed to contain calendars, templates, notification systems, and tracker tools to help the organisation stay ahead with its documentation.

From template job posts and employee handbooks to annual leave requests and return-to-work forms, a good toolkit will be able to contain all the essential documentation that HR teams, or the wider staff, will require.

Single location for policy guidelines

With organisational policy formulation taking notoriously long, toolkits can be invaluable as they may contain standardised documents or template policies based on the latest standards required by law.

This can help with the crucial aspects of transparency, organisational structure, and practices such as appraisals and performance management, confidentiality, ethics, employee engagement, and recruitment, among others.

Time and cost saving

Even when an organisation does not have a full-time HR team, HR toolkits can be designed to save the company time and money while supporting the efforts of a part-time HR professional or outsourced provider.

Having a single source for all HR documentation and functions such as absence management can help managers streamline responsibilities related to employee engagement, onboarding, recruitment, and more.

What Makes a Good Human Resource Toolkit?

Although not limited to these, a great Human Resource Toolkit should be structured with the following being major components.

HR Functions

Typically, HR toolkit software should serve these core functions:

  • HR Strategy
  • Organisational structure
  • Organisational policy
  • Organisational culture
  • Workforce planning
  • Job design

Hiring Policy

Most HR software also facilitates better recruitment and onboarding management, serving functions such as:

  • Recruitment policy
  • Recruitment procedures
  • Interview questions
  • Job descriptions
  • Reference checking
  • Position descriptions (administrative or practitioner)
  • Onboarding
  • Code of conduct
  • Employment agreement (part-time or permanent)


A human resource toolkit may also be designed to serve specific people and performance management functions including:

  • Performance management
  • Benefits and compensation
  • Employee relations

Employee Professional Development

For those organisations seeking to provide greater employee skills development as part of their HR strategy, consider HR software with functions relating to:

  • Skills development, learning, and training management
  • Employee engagement
  • Employee recognition
  • Employee assistance program
  • Equal employment opportunities

Employee Health and Wellbeing

There is often a large crossover between HR functions and the overall health and safety policies of the organisation. Many human resources software toolkits can offer functionality to manage:

  • Employee health, security, and safety
  • Staff wellbeing and occupational stress
  • Privacy
  • Annual leave
  • Complaints and grievances
  • Remote working policies and procedures

Finding an HR Partner to Create Your Toolkit

An HR toolkit provides everything an organisation needs to stay on top of its crucial HR functions, company policies, and important documentation.

But how should an organisation go about setting up such a resource?

An HR software partner can be invaluable in planning, designing, and implementing a custom HR toolkit for your business, from finding and supporting the best all-in-one HR software to developing a bespoke framework for your unique needs.

YourShortlist can help you find the best HR toolkit partner from our growing database of over 2400 trusted technology partners.

Get in touch with us to discuss your HR toolkit requirements and we can provide a shortlist of Partners that will suit your needs.