Excel Templates for Human Resources – As a recruiting professional, you are needed to juggle a variety of tasks. Your responsibilities could include from acquiring the most effective talent to motivating employees to managing training programs.
With many duties, it is essential to have a system in position to remain organized and ensure that no detail is left undone. One method to keep track of all details is by having an Excel template. But how will you find the best Excel templates to fit your requirements? We’ve researched the most effective Excel templates for human resources and have included them here for you to download, and also a description of when to make use of each.
We’ve also included human resources templates in Smartsheet, a real-time work execution platform which makes managing your HR processes easier and more collaborative than Excel.
Excel Templates for Human Resources
Employee Attendance Tracker
Most companies have policies around employee work schedules. If a business offers paid vacation or sick time, it is essential to track the attendance schedule of your employees. Attendance information could possibly be helpful when assessing job performance during yearly evaluations. Use this simple employee attendance tracker template to document whether each employee worked or took vacation, personal or sick days. You can also add tabs for every month of the year to keep a running history of employee attendance throughout.DOWNLOAD
Employee Training Plan
The total amount of training new hires receive is strongly linked to how successful that new employee is going to be in his / her new role. Though the time and effort necessary for training can vary from company to company, it’s always recommended to have an employee training plan in position to make certain an instant and efficient ramp-up period. By having an employee training schedule template, you can produce a set of training activities, add details around who the newest employee needs to utilize to complete each task, enter activity status, and include feedback for the newest employee and his or her manager.DOWNLOAD
Vacation Schedule Template
Throughout the year, your employees should take vacations to rejuvenate and remain productive. But how will you ensure that you’ve the correct coverage when employees are out of office? Work with a simple vacation schedule template to track when employees is going to be off, exactly how many vacations days they are taking and details around whether they’ll be reachable when away.DOWNLOAD
Candidate Screening Tracker Template
Human resources professionals normally have to track and manage the many incoming resumes, cover letters, applications and details of people applying for job openings. This could be a lot of work with respect to the size of the company and current hiring plan. Utilizing a candidate tracker template can help you keep candidate details and documentation in order, and ensure you provide an optimistic experience for the candidates and those involved in the interview process. In this template you can track candidate contact information, phone interview questions and answers, status, comments, next steps, and more.DOWNLOAD
New Hire Checklist Template
Once a candidate accepts an employment offer, the on-boarding process begins. The total amount of documentation required when on-boarding a newly hired employee can be daunting. This is exactly why employing a new hire checklist template is helpful to make certain no step is left undone. Use this template to list the documentation needed, track the progress of collecting and organizing the documents, and keep hiring managers in the loop.DOWNLOAD
Staffing or Recruiting Plan Template
Recruitment is one of many top responsibilities of any human resources team. Trying to find, vetting, and finding the right talent to become listed on your team is crucial to ensure the success of your organization. Having a staffing plan in position makes your team alert to the available recruitment sources, hiring goals and more. This staffing plan template can help you to prepare all the details with columns for budgets, hiring goals, status, and comments.DOWNLOAD
Employee Work Schedule Template
There are numerous employee scheduling softwares out there, but sometimes it’s nice to have a simple employee schedule. Checking employee schedules ensures that you’ve the right quantity of coverage on a daily and weekly basis. You should use this employee work schedule template to list employee schedules in a single location, to supply an instant visual of coverage and make adjustments as needed.DOWNLOAD
Employee Evaluation Template
Having a well thought-out employee performance review process is essential to ensure the business enterprise is operating at its peak. Employees have to know what they are doing right and what they can improve on, on a yearly or even bi-yearly basis. Using an employee evaluation template will assist you to manage the review process. Use this template to document the employee performance against set goals, the employee evaluation of the manager, and professional development plans for the upcoming year.DOWNLOAD
Transition Plan Template
Sometimes in a organization, it is necessary to maneuver team members around to fill different roles based on resources. However, when backfilling the first role, that you don’t want to reduce the data and information the previous person gained because position. An employee transition plan reduces the amount of information lost. Use this transition plan template to greatly help the individual previously in the role relate to and train the newest employee. Input tasks, goals, assumptions, start and end dates, and more.DOWNLOAD
Pay Stub Template Excel
Providing employees a pay stub, whether it’s electronic or physical, benefits both employee and the employer. For the employee, a pay stub is useful to track compensation and deductions, while for the employer a pay stub is essential to offer proof that employees are paid correctly. Use this pay stub template to help you quickly produce pay stubs for the employees and your records. With pre-built formulas, you can just input the employee’s earnings and deductions and totals will automatically be calculatedDOWNLOAD
Monthly Work Schedule Excel Template
Keeping a monthly schedule of important dates like holidays, scheduled office closures, timesheet due dates, and payroll cut offs can be useful to keep you organized. Additionally, by creating the monthly work schedules at the beginning of each year, you could have a thorough view of the season and be able to anticipate what’s decreasing the line. With this specific simple monthly work schedule template, you can setup individual tabs for every month, input important events in to the calendar, and add notes to supply details for every events.DOWNLOAD
Weekly Work Schedule Excel Template
Irrespective of the size or nature of your company, having a regular work schedule will help in keeping your employees alert to the weekly tasks and time associated with completing each task. Keeping a schedule of these things will help your team remain on track and ensure that the job is completed on time. Work with a weekly work schedule template to input weekly tasks and organize them by day of week and time of day.DOWNLOAD
Employee Timesheet Excel Template
Gone are the days where employees would manually clock in and out. This is exactly why creating an employee timecard process is useful to track the amount of time worked on a regular, biweekly and monthly basis to reference when completing the payroll process. Additionally, asking employees to keep a daily timesheet log can be useful to track daily activities. This employee timesheet template will enable you to generate one declare each of your employees and track his or her time on a daily, weekly, bi-weekly, and monthly basis. Additionally, the pre-built formulas included quickly calculate totals to greatly help streamline employee payroll processing.DOWNLOAD
Hourly Work Schedule Excel Template
Making a work schedule for the team keeps everyone for a passing fancy page. It allows you to ensure you’ve coverage when needed, and let your team know when they are scheduled to work. Additionally, if an employee has a conflict and can’t work with a particular day, he or she can quickly access the job schedule to coordinate coverage. This work schedule template streamlines this method and provides a regular view for the team. Input employee names for the occasions and dates they’ll work, and produce a rolling history of previous weeks by the addition of a brand new tab for every week.DOWNLOAD
Payroll Tracker Excel Template
Depending on what many employees you’ve, payroll processing can be an arduous task. With a simple payroll template, it is possible to add employee details, salaries, overtime, exemptions and more, for every payroll period. Also, by creating a tab for every payroll period, you can keep a rolling history of payroll through the month, quarter and yearDOWNLOAD
how to create excel template
how to create excel template, Save a workbook as a template
- If you’re saving a workbook to a template for the first time, start by setting the default personal templates location:
a. Click File > Options.
b. Click Save, and then under Save workbooks, enter the path to the personal templates location in the Default personal templates location box.
This path is typically: C:\Users[UserName]\Documents\Custom Office Templates.
c. Click OK.
Once this option is set, all custom templates you save to the My Templates folder automatically appear under Personal on the New page (File > New).
- Open the workbook you want to use as a template.
- Click File > Export.
- Under Export, click Change File Type.
- In the Workbook File Types box, double-click Template.
- In the File name box, type the name you want to use for the template.
- Click Save, and then close the template.