What we need from you

SG HR Exit Kit

• Your letterhead and signatories
• Leave policy (base days, increments, cap, encashment basis)
• A sample employment contract with clause numbers
• One past resignation and one termination letter you were happy with
• Leave export format from your payroll system

SG Payroll Journal & CPF Kit

• Chart of accounts export from Xero
• Department list and how payroll groups staff
• Two recent payroll summary exports
• Wage % targets per department (optional)
• Any departments allocated separately, and the method

SG Credit Note & Collections Kit

• Your terms of business or standard contract
• Invoice numbering format and Xero reference conventions
• Concession approval limits and who negotiates
• Two past chaser emails in your house tone
• An aged receivables export

SG Annual Review & Increment Letter Kit

• Your letterhead and signatory
• Two past review letters you liked
• Your increment cycle and effective date rule
• Allowance names used in your payroll

Policy Manual Builder

• Any existing policies, SOPs or emails that state rules
• Approval limits and approvers
• Who the manual is for (all staff, finance only)
• Your logo and document title

SG Monthly Management Report Kit

• One P&L export from your system
• Your department list and wage accounts
• Wage % targets
• Who receives the report and your preferred commentary tone

SG Dividend Declaration & Payment Summary Kit

• Company details and constitution (dividend clauses)
• Directors and shareholders
• Your letterhead
• One past resolution or summary letter you liked

Quotation Builder Kit

• Logo and brand colour
• GST status and number
• Your standard terms
• One past quotation you liked

Dividend Resolution Templates (Interim and Final)

Finance Skills Plan

HR Skills Plan