Start from hundreds of ready-made templates, not a blank page
Import prebuilt contracts, policies, offer letters, automations, task boards, forms, meeting types and settings for your industry in a few clicks. A setup wizard and sample data get a new workspace ready the same day.
- 73 contract templates
- 92 policies and 92 automations
- Sample data you can delete in one click
What is the BusinessHRM prebuilt library?
The prebuilt library is a set of ready-made templates and settings built into BusinessHRM, so a new workspace does not start empty. From an Import Prebuilt popup you choose your industry, preview a template, and import contracts, policies, offer letters, automations, task boards, forms, meeting types or whole settings lists in a few clicks.
What BusinessHRM does about it
BusinessHRM ships its libraries inside the product, so every workspace on every plan sees them. Each Import Prebuilt popup has an industry list, search, a preview and a confirmation step, and imported items land as your own records that you can edit. A setup wizard walks a new company through the basics, sample data shows the product with realistic records, and Delete sample data removes exactly those records when you are ready to go live.
Why teams go looking for prebuilt library
- 01Every new tool starts as an empty shellBefore anyone can use it, someone has to type in departments, leave types, shifts, salary components, pipelines and a dozen document templates.
- 02Templates live in random foldersContracts, policies and offer letters are copied from old files, so wording drifts and nobody is sure which version is current.
- 03Trying a tool means guessing how it will lookWith no data in it, a new system is hard to judge, so teams sign up, see blank screens and never come back.
How prebuilt library works
From sign-up to a working workspace
Most companies start with the wizard, then import what fits their industry module by module.
- 1
At sign-up
Run the setup wizard
Set your company details, time zone and currency, import your team or invite them, and choose what to switch on.
- 2
Optional
Load sample data
Fill the workspace with realistic sample records to explore every module, then delete them in one click.
- 3
Per module
Import Prebuilt
Open the popup in contracts, policies, automation, task boards, forms or settings, pick your industry and preview before you import.
- 4
Setup Center
Finish with a checklist
The Setup Center shows what is done and what is left, with a guide for each step.
The library, module by module
Real screens from a demo workspace. Each popup works the same way: industry, search, preview, import.
Contracts for your industry
73 contract templates across 22 industries, ready to edit, send and sign.
Policies and an employee handbook
92 policies, including an employee handbook for each industry, ready for staff to acknowledge or sign.
Automations as drafts
92 workflow templates such as welcoming a contact, starting a project when a deal is won or onboarding a new hire. They import as drafts so nothing runs until you switch it on.
Task boards and forms
35 task-board templates with their stages, and around 30 forms for contact, support and job applications.
- Board stages included
- Forms map into contacts and deals
Setup Center
A progress view of every setup step, grouped by area, with a guide for each one.
See your industry's templates
Create a free workspace, load sample data and open any Import Prebuilt popup. Delete the samples whenever you are ready.
What you get with Prebuilt Library
Included on every plan, including the free Starter plan for unlimited users.
Contracts and offer letters
73 contract templates and 60 offer letters with merge fields, ready for e-signature.
Policies and handbooks
92 policies, including an employee handbook per industry, with acknowledgement tracking.
Automations and task boards
92 automation templates and 35 task-board templates, imported as your own drafts and boards.
Forms and meeting types
Around 30 forms and 15 appointment meeting types to publish straight away.
Settings lists
Around 45 kinds of settings, from designations, departments, leave types and shifts to salary components, pipelines, taxes and roles. Choose skip, rename or overwrite for duplicates, and undo an import.
Sample data on demand
Load realistic sample records to try every module, and delete exactly those records later without touching your own.
What changes once it is running
- Live in days, not weeksThe lists and templates that usually take weeks to build are imported in minutes.
- Consistent wordingContracts, policies and letters start from one reviewed template instead of whatever was in an old folder.
- See it working before you commitSample data shows each module with real-looking records, so the team can judge it properly.
Who it is for
- New workspacesCompanies moving off spreadsheets that need a sensible starting point.
- HR teams without a legal libraryTeams that need policies, handbooks and letters they can adapt rather than write.
- Agencies setting up clientsAnyone configuring several workspaces who wants the same structure each time.
Prebuilt Library questions, answered
What is in the prebuilt library?
73 contract templates, 92 policies including an employee handbook per industry, 60 offer letters, 92 automation templates, 35 task-board templates, around 30 forms, 15 meeting types and 11 role templates, plus prebuilt review templates, goals and around 45 kinds of settings lists.
Is the library included on the free plan?
Yes. The templates are built into the product, so every workspace on every plan sees them. Modules that unlock on Scale, such as Recruitment and Performance, show their templates once the module is available.
Can I edit a template after importing it?
Yes. An import creates your own record, such as a contract template, policy or draft automation, which you can change like anything you created yourself.
What happens if an item already exists?
For settings lists you choose to skip, rename or overwrite duplicates, and an import can be undone.
How do I remove sample data?
Use Delete sample data. It removes only the records that sample data created and leaves anything you added yourself.
Do imported automations start running straight away?
No. Automation templates import as drafts. You review them, test them on a record and switch them on yourself.
Skip the blank page
Start free, run the setup wizard and import what fits your business. Everything you import is yours to edit.
Free forever for unlimited users. No credit card required.