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Forms Library - Excellence Alliance

The Forms Library is a compilation of sample forms and reports relating to all areas of your business. It includes everything from sample surveys, training registrations, safety forms, confidentiality agreements, credit card applications, job descriptions, and employment forms.

Use these forms for your operations, sales and marketing, and human resources needs.

Surveys                                                                                                               

  • Sample Employee Survey
  • Sample Customer Survey – Installation
  • Sample Customer Survey – Service
  • Sample Survey Results and Tracking                                                                                                                                       

Safety                                                                                                                  

  • Authorized uses of Protective Personal Equipment
  • Disassembly Cleaning Maintenance
  • Fire Report
  • First Aid Log
  • Guidelines for Evaluating MVR
  • Hazard Categories for Common Construction Products
  • Hazard Categories vs. Hazard Sources
  • Labeling Diagrams Descriptions
  • Lockout Procedures
  • Personal Protective Equipment Chart
  • Reclaimer Checklist
  • Respirator Fit Test Results
  • Respirator Inspection Record
  • Respirator Specification Form
  • Respiratory Program Evaluation Checklist
  • Telephone Procedures for Bomb Threat
  • Vehicle Observation Report                                                                                                                                         

Miscellaneous                                                                                                  

  • Checklist for Evaluation Used Vehicles
  • Annual Lease Value Table
  • Independent Contractor Agreement
  • Customer Service Action Form                       
  • Confidentiality Agreement
  • Customer Journal
  • Memorandum of Understanding
  • Repair vs. Replace                              

Policies                                                                                                               

  • Absence Policy
  • Disability Policy
  • Drug Testing Policy
  • Privacy Policy
  • Safety Policy
  • Sexual Harassment Policy
  • Smoking Policy
  • Workplace AIDS Policy
  • Workplace Violence Prevention Policy                                                                                                                                             

Attendance                                                                                                          

  • Absence Report
  • Flextime Application
  • Leave of Absence
  • Time Sheet                                                                                                                                         

Compensation and Benefits                                                                              

  • AOR Retail Sales Compensation
  • Electronic Fund Transfer (EFT) Authorization
  • Employer Response to FMLA
  • Payroll Change Notice
  • Payroll Deduction                                                                                                     

Corrective Action                                                                                                

  • Disciplinary Notice
  • Notice of Suspension
  • Verbal Counseling
  • Written Warning                                                                                                                                                

Health Safety & Security                                                                                     

  • Investigation Report
  • Medical Emergency Form                                                                                                                                          

General Job Descriptions                                                                                 

  • Job Description form
  • Job requirements                                                                                                                                        

HVAC Specific Job Descriptions                                                                      

  • Administrative Assistant
  • Commercial Service Manager
  • Controller
  • General Manager
  • Installation Manager
  • Installation Technician
  • Inventory Manager
  • Lead Installation Technician
  • Lead Service Technician
  • President
  • Residential Service Manager
  • Sales Representative
  • Service Technician
  • Technician Job Classification System
  • Technician Trainee                                                                                                                                        

Performance Management                                                                                 

  • 360 Review
  • Performance Appraisal                                                                                                                                                

Recruiting                                                                                                          

  • Classified Ads
  • Flier 1
  • Flier 2
  • Flier 3
  • Flier 4                                                                                                                                      

Selection and Placement                                                                                    

  • Application
  • Application Acknowledgement
  • Background Check
  • Company Car Agreement
  • Drug Test Consent
  • Employee Authorization and Release Information
  • Employment Agreement
  • Employment Offer 1
  • Employment Offer 2
  • Employment Reference Check
  • Filled Position
  • IE Questions
  • Interview Sheet
  • New Employee Checklist
  • Non-Compete Agreement
  • Personal Reference Request
  • Personality Profile Test
  • Receipt of Company Property
  • Rejection Letter
  • Relocation Guidelines
  • Telephone Reference Check
  • Verification of Education                                                                                                                                   

Technical & Aptitude Tests                                                                                 

  • Candidate Word Meaning
  • Critical Thinking Test
  • Math Assessment Test
  • Math Assessment Test – Key
  • Technical Test                                                                                                                                              

Termination and Resignation                                                                            

  • COBRA Notification Letter
  • Departure Letter
  • Exit Interview
  • Exit Interview Letter
  • Life Conversion Letter
  • Separation Checklist
  • Termination Report
  • Classroom Roster
  • Individual Training Log
  • Training Request                                                                                                                                              

Miscellaneous                                                                                                 

  • Company Tools Usage
  • Company Vehicle Usage
  • Business Card Order Form
  • Employee Change Form
  • Employee Notice of Change
  • Employee of the Month
  • Equipment Inventory List
  • Long Distance Phone Call Log