HR Policy Intake Form

1

About Your Business

Business name *

Please enter your business name.

Trading name (if different)

Your name *

Please enter your name.

Your role/title *

Please enter your role.

Email address *

Please enter a valid email address.

Phone number

State / Territory *

WHS laws vary by state — this helps me get your policies right.

Please select your state.

Industry / sector *

Please select your industry.

Briefly describe what your business does *

Just a sentence or two — helps me understand your context.

Please describe your business.

2

Your Workforce

Total number of employees *

Including all employment types.

Please enter the number of employees.

Business size classification

Auto-filled based on Fair Work definitions.

Employment types in your workplace *

Select all that apply.

Are your employees covered by a Modern Award or Enterprise Agreement?

This affects minimum pay rates and conditions — it's important to get right.

If yes, please name the award or agreement (if known)

Do any employees work from home or remotely?

Yes

No

Some do

Do you employ anyone under 18?

There are specific obligations around young workers under WHS and Fair Work legislation.

Yes

No

3

Your Current Policies & Documents

If you have existing policies, when were they last reviewed?

Is there anything about your existing documents you'd like me to be aware of?

e.g. they were downloaded from the internet, drafted by a previous employee, or created a long time ago.

4

What You Need Help With

What are you looking for help with? *

Select all that apply.

Create new policies from scratch

Review & update existing policies

Full HR compliance audit

Employment contracts

Staff handbook / policy manual

WHS policies & documentation

General HR advice

Not sure — I need guidance

Are there specific policies you know you need?

List any specific policies you have in mind — or leave blank if you're not sure.

Is there a particular area of priority or urgency?

If urgent, please briefly describe the situation

This is completely confidential.

5

Your Workplace Culture & Values

How would you describe your workplace culture?

This helps me write policies that sound like you — not like a big corporation. Your policies should reflect who you are.

What values matter most to you and your business?

e.g. fairness, respect, safety, flexibility, community, inclusion.

Have you experienced any HR-related issues or challenges in the past?

You don't need to share specifics — even a general sense helps me make sure the right protections are in place. This is completely confidential.

Are there any specific situations or scenarios you want your policies to address?

Bullying or harassment incidents

Managing underperformance

Termination / dismissal

Mental health & wellbeing

Flexible working requests

Social media misuse

Discrimination or inclusion

Workplace injury or incident

6

Work Health & Safety

Does your workplace involve any of the following? *

This shapes what your WHS policy needs to cover.

Manual handling / physical work

Chemicals or hazardous substances

Working at heights

Lone / isolated workers

Working with vulnerable people

High public / client contact

Driving or vehicle use

Mainly office-based

Do you have an existing WHS risk register or hazard identification process?

Yes

No

Partially

Not sure

Have you addressed psychosocial hazards in your workplace?

Under current Australian WHS laws, employers must identify and manage psychosocial risks such as stress, burnout, bullying, and poor workplace relationships — not just physical hazards.

Yes — we have something in place

No — not yet

Not sure what this means

Have there been any workplace incidents, near misses, or workers' compensation claims in the past 2 years?

This is confidential and helps me understand what your WHS framework needs to cover.

Yes

No

Not sure

7

Anything Else

Do you have a preferred timeline for this work?

How did you hear about Compliance Compass?

Is there anything else you'd like me to know before we speak?

This is your space — use it however is helpful.

🔒 Your privacy matters

Thank you — I've received your form!