01
Employee Disciplinary Action Template
HRType of Violation
Warning
Employer's Statement
Employee's Statement
Component reference · not a working ERP module
The CORE workbook, rebuilt in Core 2.0
All 31 pages of the printed “CORE — Co Create. Re Engineer. Become Core.” template pack, reproduced field-for-field and restyled in the Core 2.0 token system (8/16/24/32/48 radius, flat Widget shadow, Inter type ramp) that already powers Noor and X-Grid. Every field is blank on purpose — this is a structural reference for wiring these forms into an ERP, not a form to fill out.
📎
Category mapping. The original workbook color-codes three sections by hand; here that becomes three Core-native accent tokens —
--cat-hr, --cat-fin, --cat-mkt — defined once at the root and swappable exactly like the skill's own brand tokens, never hardcoded per component.HR
Orange 7 templates02
Training Needs Analysis Template
HRGoal
Job Behaviors
Skills / Knowledge
Skills / Knowledge Level
Need for Training
Training Recommendations
03
Performance Improvement Plan
HRAreas of Improvement
Previously Addressed Issues
Improvement Goals & Activities
Expected Results
Timeline for Improvement, Expectations & Consequences
04
New Hire Checklist Template
HR| Checklist Item | Date Complete | Checklist Item | Date Complete |
|---|---|---|---|
Signature
06
Compensation Analysis
HR| Category | Description |
|---|---|
| Employee Information | |
| Age | |
| Gender | |
| Ethnicity | |
| Department | |
| Job Title | |
| Job Description | |
| Level | |
| Hire Date / Tenure | |
| Current Base Salary | |
| Compensation / Benefits / Perks | |
| Salary Range / Band | |
| Internal Benchmark Data | |
| Internal Median Salary for Job Title | |
| Internal Compensation Trends | |
| % Difference from Benchmark Median | |
| Industry Benchmark Data | |
| Market Median Salary for Job Title | |
| Industry Compensation Trends | |
| Average Benefits & Perks in the Industry | |
| % Difference from Benchmark Median | |
07
Job Description Template
HRJob Title
| Role Type / Level | |
| Department | |
| Reports to | |
| Work Location | |
| Salary Range |
Job Overview
Duties and Responsibilities
Skills and Qualifications
08
Employee Time-Off Request Template
HRDuration
Type of Leave
Reason for Request (Required)
| Employee Signature | Date | ||
| Employer Signature | Date |
Finance
Blue 9 templates05
Annual Finance Template
FinanceFinancial Goals
Action Steps
| Month | Income · Goal | Income · Actual | Expenses · Goal | Expenses · Actual | Profit · Goal | Profit · Actual |
|---|---|---|---|---|---|---|
| Jan | ||||||
| Feb | ||||||
| Mar | ||||||
| … | repeats through Dec | |||||
Whole Year Overview
09
Debt Tracker
Finance| Date | Amount | Balance | Notes |
|---|---|---|---|
10%20%30%40%50%
60%70%80%90%100%
10
Emergency Fund Template
Finance| Date | Description | Deposit | Withdraw | Balance |
|---|---|---|---|---|
Notes
11
Expenses Tracker
Finance| Date | Description | Category | Amount |
|---|---|---|---|
12
Income Tracker
Finance| Date | Source | Description | Amount |
|---|---|---|---|
13
Finance Wishlist
FinanceCategory block repeats three times on the original page — shown once below.
| Item | Store | Price | Notes |
|---|---|---|---|
14
Quarter Budget 1 & 2
FinanceQuarter 1 Budget
| Start of Quarter | End of Quarter | |
|---|---|---|
| Balance | ||
| Savings | ||
| Debt |
| Month | Income | Expense | Difference | Debt Paid | Savings |
|---|---|---|---|---|---|
| January | |||||
| February | |||||
| March | |||||
| Total |
Quarter 2 Budget
| Start of Quarter | End of Quarter | |
|---|---|---|
| Balance | ||
| Savings | ||
| Debt |
| Month | Income | Expense | Difference | Debt Paid | Savings |
|---|---|---|---|---|---|
| April | |||||
| May | |||||
| June | |||||
| Total |
15
Quarter Budget 3 & 4
FinanceQuarter 3 Budget
| Start of Quarter | End of Quarter | |
|---|---|---|
| Balance | ||
| Savings | ||
| Debt |
| Month | Income | Expense | Difference | Debt Paid | Savings |
|---|---|---|---|---|---|
| July | |||||
| August | |||||
| September | |||||
| Total |
Quarter 4 Budget
| Start of Quarter | End of Quarter | |
|---|---|---|
| Balance | ||
| Savings | ||
| Debt |
| Month | Income | Expense | Difference | Debt Paid | Savings |
|---|---|---|---|---|---|
| October | |||||
| November | |||||
| December | |||||
| Total |
16
Online Purchases
Finance| Date | Store | Item | Cost | Shp | Rcv |
|---|---|---|---|---|---|
Marketing
Red 15 templates17
Landing Page Wireframe Notes
MarketingPage Goal
Hero Section Idea
Social Proof
CTA Placement
Copy Highlights
Original page also carries a decorative wireframe/search-icon cluster beneath the boxes — omitted here as non-structural artwork.
18
Customer Journey Mapping Sheet
MarketingPre-Sale
Sale / Purchase
Post-Sale
Emotions
Content Ideas
19
Brand Voice Guide Notes
MarketingTone
Do Say
Don't Say
Example Phrases
20
Video Script Planner(Content variant)
MarketingDetails
| Video Title | Hook |
|---|---|
| Key Points | Visual Cues |
|---|---|
| CTA | Platform |
|---|---|
21
Ad Copywriting Sheet
MarketingPlatform block repeats three times on the original page — shown once below.
Visual Notes
23
Monthly Marketing Goals Tracker
Marketing24
Social Media Post Brainstorm
MarketingFour platform cards repeat on the original page — shown once below.
25
Leads Pipeline Template
MarketingLeads Generated
Prospects
Customers
26
Video Script Planner(Growth variant)
MarketingDetails
| Video Title | Hook |
|---|---|
| Key Points | Visual Cues |
|---|---|
| CTA | Platform |
|---|---|
Same template as sheet 20, printed a second time under the Growth pages of the workbook — kept as its own entry for 1:1 fidelity with the source.
27
Campaign Tracker
Marketing| Campaign 1 | Campaign 2 | Campaign 3 | |
|---|---|---|---|
| Campaign Name | |||
| Date Created | |||
| Start Date | |||
| End Date | |||
| Product | |||
| Platform | |||
| Status | |||
| Cost | |||
| Revenue | |||
| Profit | |||
| ROAS |
Original page runs ~14 campaign columns and is photographed sideways; shown upright here, trimmed to 3 columns for width — the row/column structure repeats identically.
28
Post Timeframe
MarketingBest Day of the Week
Notes
29
Lead Grading Template
MarketingHigh Grade
Needs More Engagement
Ready for Sales
Not a Good Fit
Try Another Product
Low Grade
Low ScoreHigh Score
Lead Grading (vertical axis) × Lead Scoring (horizontal axis)
30
Contact List
MarketingFive contact cards repeat on the original page — shown once below.
Name & Address
31
Campaign Manager
MarketingCampaign Name
Description
Target Audience
Notes
32
Social Media Overview
MarketingAbout
Social Handles
Competition
Target Audience