An HR SOP workspace for people teams documenting recruiting, onboarding, performance management, leave, and offboarding procedures. Adapt policies to local employment law and let an AI agent draft new procedures in Taskade.
What's Included
- Recruiting & Hiring SOPs: Job req approval, interview rubrics, offer process, and reference checks
- Onboarding Library: First-day, first-week, and 30/60/90-day procedures by role and team
- Performance Review SOPs: Annual review process, calibration meetings, PIP procedures
- Leave & Time-Off Procedures: PTO, parental leave, FMLA, and unpaid leave workflows
- Offboarding SOP: Exit interview, access revocation, equipment return, and final paycheck handling
- HR Drafting Agent: AI agent drafts new procedures and adapts existing ones to local employment law (US state-by-state, EU, APAC)
- Annual Review Automation: Cycle automation reminds managers of upcoming review windows and tracks completion
Why This Template Wins
- Multi-state and multi-country compliant: The HR Drafting Agent adapts procedures to California, New York, EU, or APAC employment law — no more separate binders per location
- Manager self-service: Managers can search the SOP library to answer "how do I handle a PIP?" without paging HR — saves your team 5-10 hours a week
- Compliance trail for litigation: Version history shows exactly what policy was in effect on any past date — invaluable when a former employee asks for severance precedent or an EEOC charge requires documentation
How to Use
- Clone this template into your Taskade workspace
- Customize procedures for your jurisdictions, headcount, and benefits structure
- Train the HR Drafting Agent on your employee handbook and house tone
- Set up role-based permissions — HR ops edits, managers view, employees access only public SOPs
- Set up automation triggers for review cycles, anniversaries, and policy refresh reminders
FAQ
Does this comply with GDPR for our EU team?
Yes. The workspace supports data residency requirements and the audit log captures who accessed what, when. Business and above add longer audit retention. For full GDPR DPIA documentation, the HR Drafting Agent can draft your data processing impact assessment from your existing procedures.
Can the agent draft a custom employee handbook?
Yes. Train the agent on your existing policies and culture documents, then prompt "draft an employee handbook section on remote work for our 80-person SaaS team in California." The agent outputs a draft section in your voice, adapted to local law.
How does access work for line managers vs HR ops?
7-tier role-based permissions give HR ops Editor access, line managers Commenter access (they can ask questions but not edit policy), and employees Viewer access to public SOPs only. Sensitive procedures (compensation, terminations) stay HR-only.
CTA
Try this template free in Taskade. For permission setup, see /learn/projects/permissions. To generate a custom HR SOP from a prompt, try the AI SOP Generator. Browse more HR apps in the Community Gallery.