[{"data":1,"prerenderedAt":470},["ShallowReactive",2],{"document-position-request-form-D576":3},{"document":4,"label":26,"preview":11,"thumb":27,"thumb600":28,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":29,"breadcrumb":33,"related":39,"customDescModule":179,"customdescription":6,"mdFm":180,"mdProseHtml":469},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"Position Request Form Basic Information Position Title: Department: Reports To: Exempt Non-Exempt Temporary Part-time Pay Scale: Location: Date Needed: Position Summary Essential Job Functions 1. % 2. % 3",null,"Position Request Form","1",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/position-request-form-D576.png","https://templates.business-in-a-box.com/imgs/250px/576.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#576.xml",{"title":15,"description":6},"position request form",[17,20,23],{"label":18,"url":19},"Human Resources","/templates/human-resources/",{"label":21,"url":22},"Hire an Employee","/templates/hire-employee/",{"label":24,"url":25},"Business Checklists","/templates/business-checklists/","Position Request Form Template","https://templates.business-in-a-box.com/imgs/400px/576.png","https://templates.business-in-a-box.com/imgs/600px/576.png",[30,17,20,23],{"label":31,"url":32},"Templates","/templates/",[34,35,36],{"label":31,"url":32},{"label":18,"url":19},{"label":37,"url":38},"Recruiting & Hiring","/templates/recruiting-and-hiring/",[40,45,49,53,57,61,65,69,73,77,81,85,89,103,121,135,148,164],{"label":41,"url":42,"thumb":43,"extension":44},"Check Request Form","/template/check-request-form-D670","https://templates.business-in-a-box.com/imgs/250px/670.png","xls",{"label":46,"url":47,"thumb":48,"extension":10},"Funding Request Form","/template/funding-request-form-D13696","https://templates.business-in-a-box.com/imgs/250px/13696.png",{"label":50,"url":51,"thumb":52,"extension":10},"Refund Request Form","/template/refund-request-form-D1278","https://templates.business-in-a-box.com/imgs/250px/1278.png",{"label":54,"url":55,"thumb":56,"extension":10},"Vacation Request Form","/template/vacation-request-form-D13860","https://templates.business-in-a-box.com/imgs/250px/13860.png",{"label":58,"url":59,"thumb":60,"extension":10},"Customer Service Request Form","/template/customer-service-request-form-D1299","https://templates.business-in-a-box.com/imgs/250px/1299.png",{"label":62,"url":63,"thumb":64,"extension":10},"Acknowledgment of Application_Job Position Filled","/template/acknowledgment-of-application_job-position-filled-D592","https://templates.business-in-a-box.com/imgs/250px/592.png",{"label":66,"url":67,"thumb":68,"extension":10},"Absence Form","/template/absence-form-D669","https://templates.business-in-a-box.com/imgs/250px/669.png",{"label":70,"url":71,"thumb":72,"extension":10},"Commitment Form","/template/commitment-form-D1234","https://templates.business-in-a-box.com/imgs/250px/1234.png",{"label":74,"url":75,"thumb":76,"extension":10},"Form Of Acknowledgement","/template/form-of-acknowledgement-D13443","https://templates.business-in-a-box.com/imgs/250px/13443.png",{"label":78,"url":79,"thumb":80,"extension":10},"Internship Form","/template/internship-form-D13448","https://templates.business-in-a-box.com/imgs/250px/13448.png",{"label":82,"url":83,"thumb":84,"extension":10},"Request for Proposal","/template/request-for-proposal-D1270","https://templates.business-in-a-box.com/imgs/250px/1270.png",{"label":86,"url":87,"thumb":88,"extension":10},"Request for Reference","/template/request-for-reference-D499","https://templates.business-in-a-box.com/imgs/250px/499.png",{"description":90,"descriptionCustom":6,"label":91,"pages":8,"size":9,"extension":10,"preview":92,"thumb":93,"svgFrame":94,"seoMetadata":95,"parents":97,"keywords":96,"url":102},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: JOB OFFER FOR [DESCRIBE] Dear [CANDIDATE NAME]: Congratulations! [Company name] is excited to offer you the position of [job title] with an expected start date of [day, month, year] at a starting salary of [dollar amount] per [hour, year, etc.]. You can expect to receive payment [weekly, biweekly, monthly, etc.], starting on [date of first pay period]. We must wrap up a few more formalities, including the successful completion of your [background check, drug screening, reference check, etc.]. As the [job title], you will report to [manager/supervisor name and title] at [workplace location] from [hours of day, days of week]","Job Offer Letter Long","https://templates.business-in-a-box.com/imgs/1000px/job-offer-letter-long-D12769.png","https://templates.business-in-a-box.com/imgs/250px/12769.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12769.xml",{"title":96,"description":6},"job offer letter long",[98,100],{"label":18,"url":99},"human-resources",{"label":21,"url":101},"hire-employee","/template/job-offer-letter-long-D12769",{"description":104,"descriptionCustom":6,"label":105,"pages":106,"size":9,"extension":10,"preview":107,"thumb":108,"svgFrame":109,"seoMetadata":110,"parents":112,"keywords":111,"url":120},"EMPLOYEE INFORMATION SHEET Employee Name: _____________________________ EMPLOYEE INFORMATION Personal Information Date of Birth: _________________________________ Social Security Number: _________________________ Address: _______________________________________________________ City: ____________________________ State: __________ Zip Code: __________ Home Phone: ____________________________ Cell Phone: ____________________________ Email Address: ____________________________ Emergency Contact Information Name: ____________________________ Relationship: ___________________ Home Phone: ____________________________ Cell Phone: ____________________________ Employment Information Position Title: ____________________________ Department: ____________________________ Start Date: ____________________________ Employment Status: Full-time/Part-time/Contractor/Temporary","Employee Information Sheet","2","https://templates.business-in-a-box.com/imgs/1000px/employee-information-sheet-D13467.png","https://templates.business-in-a-box.com/imgs/250px/13467.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#13467.xml",{"title":111,"description":6},"employee information sheet",[113,114,117],{"label":18,"url":99},{"label":115,"url":116},"Motivation & Appreciation","motivation-appreciation",{"label":118,"url":119},"Staff Management","staff-management","/template/employee-information-sheet-D13467",{"description":122,"descriptionCustom":6,"label":123,"pages":106,"size":9,"extension":10,"preview":124,"thumb":125,"svgFrame":126,"seoMetadata":127,"parents":129,"keywords":128,"url":134},"JOB DESCRIPTION BARISTA Brief Description The position of Barista at [CAFE NAME] involves crafting and serving exceptional coffee beverages and maintaining a welcoming and inviting atmosphere for customers. As a Barista, you will provide exceptional customer service, showcase your coffee expertise, and contribute to the overall success of the cafe. Tasks Prepare a variety of coffee and tea beverages, following recipes and quality standards. Operate espresso machines, grinders, and other coffee-making equipment with precision. Greet customers warmly, take orders, and provide recommendations based on customer preferences. Maintain a clean and organized work area, including cleaning equipment, utensils, and surfaces. Handle cash transactions, process payments, and maintain accurate cash registers. Ensure accurate order fulfillment and timely delivery of beverages to customers. Upsell cafe products and merchandise to enhance customer experience and sales. Provide excellent customer service by addressing inquiries, resolving complaints, and ensuring customer satisfaction. Collaborate with the team to maintain cafe cleanliness, restock supplies, and follow health and safety guidelines. Stay updated with coffee trends, brewing techniques, and cafe offerings to provide expert product knowledge. Qualifications and Requirements High school diploma or equivalent. Formal barista training or certification is a plus. 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Executive Summary 3 1.1 Problem Definition 3 1.2 The Opportunity 3 1.3 The Solution 3 1.4 Goals & Objectives 3 2. Strategy 4 2.1 SWOT Analysis 4 3. Capital Requirements 6 3.1 Capital Requirements 6 4. Development 7 4.1 Development Strategy 7 4.2 Development Timeline 7 4.3 Development Expenses 7 5. Operations 8 5.1 Scope of Operations 8 5.2 Ongoing Operations 8 5.3 Suppliers 8 5.4 Personnel 8 6. Action Plan 9 1. Executive Summary The executive summary will provide readers a brief yet dynamic description of the key components of the staffing plan. To make sure it is clear and comprehensive, it is often the last section to be written. A first-time reader should be able to read the summary by itself and know what your staffing plan is all about. The summary should stand alone and should not refer to other parts of your staffing plan. The summary, between one to three pages in length, will motivate readers to continue reading the remainder of the staffing plan in more detail. 1.1 Problem Definition Define the current staffing problem. 1.2 The Opportunity Describe the opportunity for improvement. 1.3 The Solution Describe the solution. Note: you will need to go into detail about how you will execute the proposed solution in section 2 and onward. 1.4 Goals & Objectives Based on the above, explain the goals and objectives that you want to achieve. They must be measurable, with a timeframe. 2. Strategy Explain the short-term and long-term staffing approach and strategy your company will follow. What will your company do? What is the purpose behind these efforts? What problems does this strategy solve? 2.1 SWOT Analysis Strengths","Staffing Plan","9","https://templates.business-in-a-box.com/imgs/1000px/staffing-plan-D12876.png","https://templates.business-in-a-box.com/imgs/250px/12876.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12876.xml",{"title":143,"description":6},"staffing plan",[145,146],{"label":18,"url":99},{"label":21,"url":101},"/template/staffing-plan-D12876",{"description":149,"descriptionCustom":6,"label":150,"pages":151,"size":9,"extension":10,"preview":152,"thumb":153,"svgFrame":154,"seoMetadata":155,"parents":157,"keywords":156,"url":163},"EMPLOYMENT AGREEMENT - AT WILL EMPLOYEE This Employment Agreement for \"At Will\" Employee (the \"Agreement\") is made and effective this [DATE], BETWEEN: [EMPLOYEE NAME] (the \"Employee\"), an individual with his main address at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Corporation\"), an entity organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS In consideration of the covenants and agreements herein contained and the moneys to be paid hereunder, the Corporation hereby employs the Employee and the Employee hereby agrees to perform services as an employee of the Corporation, on an \"at will\" basis, upon the following terms and conditions: APPOINTMENT The Employee is hereby employed by the Corporation to render such services and to perform such tasks as may be assigned by the Corporation. The Corporation may, in its sole discretion, increase or reduce the duties, or modify the title and job description, of the Employee from time to time, and any such increase, reduction or modification shall not be deemed a termination of this Agreement. ACCEPTANCE OF EMPLOYMENT Employee accepts employment with the Corporation upon the terms set forth above and agrees to devote all Employee's time, energy and ability to the interests of the Corporation, and to perform Employee's duties in an efficient, trustworthy and business-like manner. DEVOTION OF TIME TO EMPLOYMENT The Employee shall devote the Employee's best efforts and substantially all of the Employee's working time to performing the duties on behalf of the Corporation. The Employee shall provide services during the hours that are scheduled by the Corporation management. The Employee shall be prompt in reporting to work at the assigned time. NO CONFLICT OF INTEREST Employee shall not engage in any other business while employed by the Corporation. Employee shall not engage in any activity that conflicts with the Employees duties to the Corporation. Employee shall not provide any service or lend any aid or assistance to any party that competes with the services offered by the Corporation. Employee shall not provide any services to clients or prospective clients of the Corporation outside of the provision of services for the Corporation, whether such services are provided with or without compensation or remuneration. CORPORATION PROPERTY Employee acknowledges and agrees that while employed by the Corporation the Employee may be provided with use of computer equipment and other property of the Corporation. The use and possession of the such items shall be subject to any policies, requirements or restrictions established by the Corporation. Such items may only be used in performance of the Employee's duties for the corporation. On request of the Corporation, the Employee shall immediately deliver any such items to the Corporation. Upon termination of employment, Employee shall have the affirmative duty to return any such item to the Corporation whether a request is made or not. The obligation to return Corporation property shall extend and include any and all work product, client property, proprietary rights, intangible property, and all other property of the corporation regardless of the form or medium. COMPENSATION The Corporation shall pay the Employee such hourly compensation as determined by the Corporation. Payment shall be at the same time as the Corporations usual payroll to other employees. BONUS & BENEFITS Payment of any bonuses shall be at the complete discretion of the Corporation. No guarantee or representation that any bonuses will be paid has been made to the Employee. Standard benefits that are provided to other non-management employees shall be offered to the Employee, subject to the Corporation's policies and the terms and conditions of such benefits. WITHHOLDING All sums payable to Employee under this Agreement will be reduced by all federal, state, local, and other withholdings and similar taxes and payments required by applicable law. QUALIFICATIONS OF EMPLOYEE The employee shall satisfy all of the qualification that are established by the Corporation. TERM OF AGREEMENT There shall be no guaranteed term of employment. Employer acknowledges and agrees that Employee shall be an \"At Will\" Employee and that Employee's employment may be terminated at any time by the Corporation, with or without cause. FEES FROM EMPLOYEE'S WORK The Corporation shall have exclusive authority to determine the fees, or a procedure for establishing the fees, to be charged to clients by the Corporation for services that are provided by the Employee. All sums paid to the Employee or the Corporation in the way of fees, in cash or in kind, or otherwise for services of the Employee, shall, except as otherwise specifically agreed by the Corporation, be and remain the property of the Corporation and shall be included in the Corporation's name in such checking account or accounts as the Corporation may from time to time designate. CLIENTS AND CLIENT RECORDS The Corporation shall have the authority to determine who will be accepted as clients of the Corporation, and the Employee recognizes that such clients accepted are clients of the Corporation and not the Employee. All client records and files of any type concerning clients of the Corporation shall belong to and remain the property of the Corporation, notwithstanding the subsequent termination of the employment. POLICIES AND PROCEDURES The Corporation shall have the authority to establish from time to time the policies and procedures to be followed by the Employee in performing services for the Corporation. This may include, but is not necessarily limited to, employment policies, computer use policies, Internet access policies, email policies, and all other policies, procedures, directives, and mandates established by the Corporation, whether or not in written form or formally adopted. Employee shall abide by the provisions of any contract entered into by the Corporation under which the Employee provides services. Employee shall comply with the terms and conditions of any and all contracts entered by the Corporation. TERMINATION Employee acknowledges and agrees that Employee is an \"at will\" employee of the Corporation. As such, no term of employment is created hereby and employee may be terminated at any time in the sole discretion of the Corporation, whether there exists any cause for termination or not. CREATIONS AND INVENTIONS Employee acknowledges and agrees that any and all work product of the Employee that is conceived or created during the Employee's employment with the Corporation is the exclusive property of the Corporation. This shall include any and all copyrights, trade secrets, confidential information, patents, trademarks, trade dress, ideas, concepts, plans, business plans, business concepts, techniques, inventions, drawings, artwork, logos, graphics, web pages, databases, software, programs, CGI's, plug ins, applications, brochures, inventions, marketing plans and concepts, and all other ideas and work product of the Employee. The Employee acknowledges and agrees that all creations shall be \"works made for hire\" as defined in the [ACT OR CODE]. Notwithstanding the fact that this material may be considered to be a work made for hire, Employee agrees, during Employee's employment and thereafter, which covenant shall survive any termination of the employment relationship, to execute any and all documents requested by the Corporation to confirm the Corporation's ownership and control of all such material, including but not limited to assignments of copyright, confirmations of work for hire status, waivers of proprietary rights, copyright application, and any other documents requested by Corporation. RESTRICTIVE COVENANTS","Employment Agreement_At Will Employee","7","https://templates.business-in-a-box.com/imgs/1000px/employment-agreement_at-will-employee-D541.png","https://templates.business-in-a-box.com/imgs/250px/541.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#541.xml",{"title":156,"description":6},"employment agreement_at will employee",[158,159,160],{"label":18,"url":99},{"label":21,"url":101},{"label":161,"url":162},"Legal Agreements","business-legal-agreements","/template/employment-agreement_at-will-employee-D541",{"description":165,"descriptionCustom":6,"label":166,"pages":167,"size":168,"extension":10,"preview":169,"thumb":170,"svgFrame":171,"seoMetadata":172,"parents":173,"keywords":177,"url":178},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. 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Used in 190+ countries. Free Word and PDF download.","position request form template",[15,186,187,188,189,190,191],"job requisition form template","headcount request form","new position request form","hiring request form template","position approval form","employee requisition form",{"name":193,"credential":194,"reviewed_date":195},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":197,"legal_review_recommended":179,"signature_required":179},"easy",{"what_it_is":199,"when_you_need_it":200,"whats_inside":201},"A Position Request Form is an internal HR document that a hiring manager submits to obtain organizational approval before recruiting for a new or backfill role. This free Word download lets you capture role justification, salary band, budget impact, and approval routing in a single standardized form — edit online and export as PDF for signature and filing.\n","Use it any time a manager wants to add headcount, backfill a departure, or convert a contractor to a permanent employee and needs documented approval from HR, Finance, and leadership before a job posting goes live.\n","Requesting department and manager details, role profile and employment type, business justification, proposed salary range and budget impact, target start date and urgency, and a structured approval routing block with signature lines for each required approver.\n",[203,207,211,215,219],{"title":204,"use_case":205,"icon_asset_id":206},"Department managers","Submitting a formal headcount request before opening a requisition","persona-manager",{"title":208,"use_case":209,"icon_asset_id":210},"HR managers","Standardizing the intake process for all new and backfill positions","persona-hr-manager",{"title":212,"use_case":213,"icon_asset_id":214},"Finance business partners","Reviewing budget impact and salary band before approving headcount","persona-finance-manager",{"title":216,"use_case":217,"icon_asset_id":218},"Small business owners","Documenting the rationale for a first or early hire before committing budget","persona-small-business-owner",{"title":220,"use_case":221,"icon_asset_id":222},"Operations directors","Enforcing a consistent approval workflow across multiple departments","persona-operations-director",[224,228,231,234,238,242],{"situation":225,"recommended_template":226,"slug":227},"Requesting approval to fill an existing role vacated by a resignation","Position Request Form (Backfill)","position-request-form-D576",{"situation":229,"recommended_template":230,"slug":227},"Requesting a net-new role that was not in the approved headcount plan","Position Request Form (New Headcount)",{"situation":232,"recommended_template":233,"slug":227},"Converting a contractor or temp to a permanent employee","Position Request Form (Conversion)",{"situation":235,"recommended_template":236,"slug":237},"Posting an approved role to internal and external job boards","Job Posting Template","barista-job-description-D13535",{"situation":239,"recommended_template":240,"slug":241},"Documenting agreed compensation and offer terms for the selected candidate","Job Offer Letter","job-offer-letter-long-D12769",{"situation":243,"recommended_template":244,"slug":245},"Capturing the full employee record once the hire is made","Employee Information Form","employee-information-sheet-D13467",[247,250,253,256,259,262,265,268,271],{"term":248,"definition":249},"Headcount","The total number of filled and approved employee positions within an organization or department at a given point in time.",{"term":251,"definition":252},"Requisition","A formal internal request to authorize a hiring action, serving as the documented trigger for the recruitment process.",{"term":254,"definition":255},"Backfill","A hiring action to replace an employee who has resigned, been terminated, or moved to a different role.",{"term":257,"definition":258},"FTE (Full-Time Equivalent)","A unit measuring workload — one FTE equals one full-time employee; a 0.5 FTE is a part-time role working half standard hours.",{"term":260,"definition":261},"Salary Band","The defined minimum and maximum base pay range for a given job level or grade within the organization's compensation structure.",{"term":263,"definition":264},"Budget Impact","The net annualized cost of adding a position, including base salary, benefits load (typically 20–30% of salary), and any equipment or tooling costs.",{"term":266,"definition":267},"Approval Routing","The defined sequence of approvers — typically the hiring manager's direct supervisor, HR, and Finance — whose sign-off is required before a requisition is opened.",{"term":269,"definition":270},"Job Grade","A classification level within the organization's compensation framework that groups roles of similar scope, complexity, and pay range.",{"term":272,"definition":273},"Urgency Flag","A field indicating how quickly the position needs to be filled — critical, standard, or planned — which determines priority in the recruitment queue.",[275,280,285,290,295,300,305,310,315,320],{"name":276,"plain_english":277,"sample_language":278,"common_mistake":279},"Requesting department and manager","Identifies who is making the request — the department name, cost center code, and the submitting manager's name and title.","Department: [DEPARTMENT NAME] | Cost Center: [COST CENTER CODE] | Requesting Manager: [MANAGER NAME], [TITLE]","Listing the manager's name without the cost center code — Finance cannot route the budget impact to the correct P&L line, which delays approval.",{"name":281,"plain_english":282,"sample_language":283,"common_mistake":284},"Position type (new vs. backfill vs. conversion)","Indicates whether the role is a net-new headcount addition, a replacement for a departing employee, or a contractor being converted to full-time.","Position Type: [New Headcount / Backfill / Contractor Conversion] | If backfill, replacing: [FORMER EMPLOYEE NAME AND TITLE]","Submitting a backfill request without naming the departing employee. Approvers cannot verify the role was previously budgeted without this reference.",{"name":286,"plain_english":287,"sample_language":288,"common_mistake":289},"Role title, level, and employment type","The proposed job title, job grade or level, and whether the role is full-time, part-time, fixed-term, or contract.","Proposed Title: [JOB TITLE] | Level/Grade: [GRADE] | Employment Type: [Full-Time / Part-Time / Fixed-Term] | FTE: [1.0 / 0.5]","Omitting the FTE value for part-time roles — without it, Finance calculates budget impact using a full-time salary, inflating the projected cost.",{"name":291,"plain_english":292,"sample_language":293,"common_mistake":294},"Business justification","A concise explanation of why the position is needed, tied to a specific business objective, workload data, or gap analysis.","This position is required to [SPECIFIC REASON — e.g., support a 40% increase in support ticket volume since Q1]. Without this hire, [CONSEQUENCE — e.g., average response time will exceed SLA by an estimated 2 business days].","Writing generic justifications like 'team is too busy.' Approvers reject vague requests — tie the need to a metric, a project, or a documented gap.",{"name":296,"plain_english":297,"sample_language":298,"common_mistake":299},"Proposed salary range and total compensation","The minimum and maximum base salary being requested for the role, benchmarked to the organization's salary band, plus estimated total compensation including benefits load.","Base Salary Range: $[MIN] – $[MAX] | Benefits Load ([X]%): $[AMOUNT] | Estimated Total Annual Cost: $[TOTAL]","Stating only the base salary and ignoring the benefits load. A $70,000 salary with a 28% benefits load costs the business $89,600 — submitting only the base figure causes budget surprises post-approval.",{"name":301,"plain_english":302,"sample_language":303,"common_mistake":304},"Budget status and funding source","Confirms whether the position was included in the approved annual headcount plan or is an unplanned addition, and identifies the budget line funding it.","Budget Status: [Approved in Annual Plan / Unplanned — Requires Finance Exception] | Funding Source: [BUDGET LINE / PROJECT CODE]","Leaving the funding source blank on unplanned requests. Without a specific budget line, Finance has no mechanism to approve or track the spend.",{"name":306,"plain_english":307,"sample_language":308,"common_mistake":309},"Target start date and urgency","The date by which the role needs to be filled and an urgency classification that sets expectations for the recruiting timeline.","Target Start Date: [DATE] | Urgency: [Critical — within 30 days / Standard — within 60 days / Planned — within 90 days]","Marking every request as critical urgency. When all requests are flagged critical, the recruiting team cannot prioritize effectively and all timelines slip.",{"name":311,"plain_english":312,"sample_language":313,"common_mistake":314},"Reporting structure","Identifies who the new hire will report to directly, and any dotted-line or matrix reporting relationships.","Direct Report To: [MANAGER NAME], [TITLE] | Dotted-Line Report To (if applicable): [NAME], [TITLE]","Omitting dotted-line relationships for roles in a matrix organization — this causes confusion during onboarding and performance review setup.",{"name":316,"plain_english":317,"sample_language":318,"common_mistake":319},"Key responsibilities summary","A brief outline — three to five bullet points — of the primary duties of the role, used to draft the job posting if the request is approved.","1. [RESPONSIBILITY 1] | 2. [RESPONSIBILITY 2] | 3. [RESPONSIBILITY 3] | 4. [RESPONSIBILITY 4]","Copying the full job description into this field. A summary is sufficient at the approval stage — a full JD slows down reviewers and belongs in a separate document.",{"name":321,"plain_english":322,"sample_language":323,"common_mistake":324},"Approval routing and signatures","A sequential list of required approvers — typically direct supervisor, HR business partner, and Finance — with space for signature, title, date, and approve/deny decision.","1. [SUPERVISOR NAME], [TITLE] — Approved / Denied — Date: [DATE] | 2. HR Business Partner: [NAME] — Approved / Denied — Date: [DATE] | 3. Finance: [NAME] — Approved / Denied — Date: [DATE]","Routing to approvers simultaneously instead of sequentially. Parallel routing leads to conflicting decisions and no clear audit trail of who approved what and when.",[326,331,336,341,346,351,356],{"step":327,"title":328,"description":329,"tip":330},1,"Identify the request type and confirm budget status","Before filling in any fields, confirm whether the role is in the approved annual headcount plan. If it is unplanned, check with Finance on the approval process for exceptions before submitting.","Submitting an unplanned request without a pre-conversation with Finance almost always triggers a revision cycle — a five-minute call saves days.",{"step":332,"title":333,"description":334,"tip":335},2,"Complete the department and manager details","Enter your full department name, cost center code, your name, and your title. These fields determine how the form is routed and how the budget impact is coded.","Use the exact cost center code from your general ledger — abbreviations or department nicknames cause processing delays in Finance.",{"step":337,"title":338,"description":339,"tip":340},3,"Select position type and enter the role profile","Choose new headcount, backfill, or conversion. Enter the proposed job title, job grade, FTE value, and employment type. For backfills, name the departing employee.","If no job grade exists for the proposed title yet, flag it in the justification field — HR will need to create a grade before approval can be finalized.",{"step":342,"title":343,"description":344,"tip":345},4,"Write a specific business justification","Explain why this position is needed in two to four sentences, anchored to a specific metric, project, or capacity gap. Include the consequence of not filling the role.","Justifications that cite a specific number — ticket volume, revenue target, project deadline — are approved faster than those that describe general workload increases.",{"step":347,"title":348,"description":349,"tip":350},5,"Enter the salary range and calculate total cost","Look up the approved salary band for the job grade and enter the min-max range. Calculate the total annual cost by adding the benefits load percentage to the midpoint of the range.","Use your HR or Finance team's standard benefits load factor — typically 25–30% of base salary — rather than estimating it yourself.",{"step":352,"title":353,"description":354,"tip":355},6,"Set the target start date and urgency level","Enter a realistic target start date based on your recruiting lead time — typically 6–10 weeks from posting to offer acceptance, plus 2–4 weeks' notice. Select the urgency level honestly.","Count backward from your target start date to confirm you have enough time for posting, screening, interviewing, and offer — if not, revise the date before submitting.",{"step":357,"title":358,"description":359,"tip":360},7,"Route to approvers in the correct sequence","Submit to your direct supervisor first, then HR, then Finance. Do not send to all three simultaneously. Each approver should sign and date before the form moves to the next.","Attach any supporting data — workload reports, capacity models, or org charts — to the form before routing so approvers have full context without needing to follow up.",[362,366,370,374],{"mistake":363,"why_it_matters":364,"fix":365},"Vague business justification","Approvers who cannot connect the request to a specific business need will defer or deny it. 'The team is overwhelmed' does not give Finance or leadership enough information to prioritize.","Anchor the justification to a specific metric or project: 'Support ticket volume increased 42% in Q1 and average response time has risen from 4 hours to 11 hours against a 6-hour SLA.'",{"mistake":367,"why_it_matters":368,"fix":369},"Omitting the benefits load from the cost estimate","A $75,000 salary looks very different from the $97,500 total cost when a 30% benefits load is applied. Understating cost causes budget shortfalls post-approval.","Always calculate and display total annual compensation — base salary plus benefits load — in the budget impact field.",{"mistake":371,"why_it_matters":372,"fix":373},"Marking every request as critical urgency","When all requisitions are flagged critical, recruiters cannot triage their workload and actual critical roles get delayed alongside routine ones.","Reserve critical urgency for roles that have a demonstrable revenue or operational impact if not filled within 30 days. Use standard or planned for everything else.",{"mistake":375,"why_it_matters":376,"fix":377},"Routing approvals simultaneously instead of sequentially","Parallel routing produces conflicting approvals, no clear decision owner, and an audit trail that HR and Finance cannot reconstruct if the hire is later questioned.","Define the approval sequence on the form itself — supervisor, then HR, then Finance — and instruct each approver to sign and date before passing it along.",[379,382,385,388,391,394,397,400],{"question":380,"answer":381},"What is a position request form?","A position request form is an internal HR document a manager submits to obtain formal organizational approval before recruiting for a new or backfill role. It captures the business justification, role profile, proposed salary range, budget impact, and a structured approval routing block so that HR, Finance, and leadership can review and sign off before any job posting goes live.\n",{"question":383,"answer":384},"When should a position request form be submitted?","Submit one any time you intend to hire — whether the role is a new headcount addition, a backfill for a departing employee, or a contractor conversion. Most organizations require the form to be fully approved before a requisition is opened in the ATS or a job posting is published. Submitting it 4–6 weeks before your target start date gives approvers and recruiters adequate lead time.\n",{"question":386,"answer":387},"What is the difference between a position request form and a job requisition?","A position request form is the internal approval document — it justifies the need and secures budget sign-off. A job requisition is the downstream record created in your applicant tracking system once the request is approved, used to manage the actual recruiting workflow. The position request form typically triggers the creation of the requisition.\n",{"question":389,"answer":390},"Who needs to approve a position request form?","Approval routing typically includes the requesting manager's direct supervisor, an HR business partner, and a Finance representative. Some organizations also require a C-level or VP sign-off for net-new headcount that was not included in the annual plan. The form should route sequentially so each approver's decision is documented before the next reviewer sees it.\n",{"question":392,"answer":393},"What is included in the budget impact calculation?","Budget impact includes the proposed base salary plus a benefits load — typically 25–30% of base salary — covering health insurance, retirement contributions, payroll taxes, and other employer-paid costs. Some organizations also include one-time onboarding costs such as equipment, software licenses, and recruiting fees in the total estimate.\n",{"question":395,"answer":396},"Can this form be used for contract or part-time positions?","Yes. The employment type field accommodates full-time, part-time, fixed-term, and contractor-conversion requests. For part-time roles, enter the FTE value (e.g., 0.5 for a 20-hour-per-week position) so Finance calculates the correct prorated budget impact rather than applying a full-time cost assumption.\n",{"question":398,"answer":399},"How far in advance should I submit a position request form?","Submit at least 4–6 weeks before your target start date to allow time for the approval chain, job posting, candidate screening, and offer acceptance. For senior or specialized roles, 8–12 weeks is more realistic. Building in buffer also means a one-week delay in approvals does not immediately push your start date back.\n",{"question":401,"answer":402},"What happens after the position request form is approved?","Once all required approvers have signed, HR opens a formal job requisition in the applicant tracking system, drafts or posts the job description, and begins sourcing candidates. The approved form is filed as part of the hiring audit trail and referenced during onboarding, payroll setup, and headcount reporting.\n",[404,408,412,416],{"industry":405,"icon_asset_id":406,"specifics":407},"Technology / SaaS","industry-saas","Engineering and product roles often require VP-level approval above a certain job grade; the form captures whether the role falls within or above the approved engineering headcount plan.",{"industry":409,"icon_asset_id":410,"specifics":411},"Healthcare","industry-healthtech","Credentialing and licensing requirements are noted in the role profile field; clinical positions typically require a department director and chief medical officer approval before recruitment begins.",{"industry":413,"icon_asset_id":414,"specifics":415},"Professional Services","industry-professional-services","Requests are often tied to a specific client engagement or billable utilization target, making the business justification field directly linked to a revenue projection.",{"industry":417,"icon_asset_id":418,"specifics":419},"Manufacturing","industry-manufacturing","Shift coverage and safety certification requirements are captured in the responsibilities summary; union-eligible roles may require an additional labor relations review step in the approval routing.",[421,423,426,430],{"vs":240,"vs_template_id":241,"summary":422},"A position request form is submitted before recruiting begins to secure internal approval and budget. A job offer letter is issued at the end of the process to the selected candidate. The position request form is an internal document; the offer letter is external. One triggers the requisition; the other closes it.",{"vs":244,"vs_template_id":424,"summary":425},"employee-information-form-D13419","An employee information form is completed by the new hire after they accept an offer, capturing personal details for payroll and HR records. A position request form is completed by the manager before recruiting, to approve the role itself. They serve opposite ends of the hiring workflow.",{"vs":427,"vs_template_id":428,"summary":429},"Job Description Template","job-description-template-D13384","A job description is a detailed public-facing document outlining responsibilities, qualifications, and role context for candidates. A position request form is a brief internal approval document. The approved request form is typically used to draft the full job description, not the other way around.",{"vs":137,"vs_template_id":431,"summary":432},"staffing-plan-D13440","A staffing plan is a forward-looking document mapping total headcount needs across departments for a planning period, usually 12 months. A position request form is a transaction-level document for a single role. Individual position requests are the building blocks that execute against the approved staffing plan.",{"use_template":434,"template_plus_review":438,"custom_drafted":442},{"best_for":435,"cost":436,"time":437},"Any organization that needs a consistent, repeatable process for approving new and backfill hires","Free","10–15 minutes per request",{"best_for":439,"cost":440,"time":441},"Companies customizing the form to match an existing HRIS or approval-workflow system","$50–$200 (HR consultant or HRIS admin)","Half a day",{"best_for":443,"cost":444,"time":445},"Enterprises integrating the form into an ATS or ERP with automated routing, budget validation, and audit logging","$500–$2,000+ (HRIS implementation or workflow tool setup)","1–2 weeks",[241,245,237,447,448,449,450,451,452,453,454,455],"staffing-plan-D12876","employment-agreement_at-will-employee-D541","independent-contractor-agreement-D160","employee-handbook-D712","how-to-review-employee-performance-D12595","employee-dismissal-letter-D508","increase-of-salary-letter-D13354","promotion-policy-D13278","letter-of-resignation-D512",{"emit_how_to":457,"emit_defined_term":457},true,{"primary_folder":99,"secondary_folder":459,"document_type":460,"industry":461,"business_stage":462,"tags":463,"confidence":468},"recruiting-and-hiring","form","general","all-stages",[464,465,466,467],"hiring","position-request","approval-workflow","hr-operations",0.95,"\u003Ch2>What is a Position Request Form?\u003C/h2>\n\u003Cp>A \u003Cstrong>Position Request Form\u003C/strong> is an internal HR document that a hiring manager submits to secure organizational approval before recruiting for a new, backfill, or converted role. It captures the business justification for the hire, the role profile and employment type, the proposed salary range and total budget impact, the target start date, and a structured approval routing block for each required sign-off. Rather than informal emails or verbal requests, the form creates a documented, auditable record of why each position was opened and who authorized it.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a standardized position request form, headcount decisions happen through email threads and hallway conversations — leaving no clear audit trail, no consistent cost review, and no enforceable approval sequence. Finance discovers new salaries after the offer is made, unplanned headcount bypasses the budget process, and HR opens requisitions without confirmed approval from leadership. The downstream effects are concrete: mismatched budget forecasts, inconsistent salary offers across departments, and compliance gaps when headcount decisions are later scrutinized during audits or due diligence. A standardized form routes every hiring request through the same cost-center coding, benefits-load calculation, and approval chain — so no position is posted, no offer is extended, and no salary is committed until the right people have reviewed and signed off.\u003C/p>\n",1781186025716]