Human Resource Package

Effective staff management starts with the right tools—and this Human Resource Package delivers exactly that. Designed to support both employee development and documentation, this bundle provides your practice with essential HR resources to navigate evaluations and coaching with confidence and consistency.

What’s Included:

Annual Evaluation Templates:
A structured, two-part evaluation system to promote meaningful dialogue and performance improvement.

• Management Evaluation Form for Employee
• Employee Self-Eval(s)
  • Medical Assistant Self Evaluation Form
  • Front Office/Medical Receptionist Self-Evaluation Form
  • Office Manager Self-Evaluation Form

Documentation Form Templates:
A six-step progressive documentation series, complete with guidance for proper usage, to help managers track performance, offer feedback, and take appropriate action when needed.

• Step 1: Training Acknowledgement Form
• Step 2: Feedback Form
• Step 3: Documentation Form
• Step 4: Warning Form
• Step 5: Final Warning Form
• Step 6: Separation from Employment Form

Let Evolution’s experience help you stay ahead of the paperwork and fully support your staff with a professional, compliant HR structure. Perfect for any practice looking to build a stronger, more consistent approach to human resources.