Excel Templates for Human Resources – Free excel templates for human resources departments have become very popular in the past few years. Managers who have not had any previous training or experience with Microsoft Excel can use them to develop effective applications and reports for their team members. Managers are now able to visualize the data and information they need in a format that is easy to navigate. This will enable the managers to make better decision and provide accurate answers to their staff members.
Managers who have not had any prior training may use the Excel template to create a report that explains their team’s performance in terms of productivity, customer satisfaction and other employee statistics. The template does most of the work for them. They simply enter the required data, select a format and fill out the formula. Then all they have to do is print the report.
Managers can also use a template to conduct an interview with prospective candidates. Each employee has their own name, department and job title. The software will ask them to input all relevant information so that the spreadsheet can generate a report. Each employee’s name will be taken into account so that the candidates with similar names can be compared. This will allow the manager to choose the right person to fill out the job application. It will be much easier to choose the right candidate this way.
Excel Templates for Human Resources
Employee Attendance Tracker
Managers who use spreadsheets to communicate with their staff need to have a way to format them quickly and easily. A good management template should make it easy for them to change workflows and add new staff members easily. A well-designed template will allow a manager to update their report whenever necessary without having to write each section of the report by hand. This will save them a great deal of time and allow them to work on other projects.
Employee Training Plan
Another area in which an Excel template for management can be useful is in understanding that employee’s work and which ones should be laid off. If you have high turnover rates, you may find it helpful to create a template that matches your work flow. The template should allow you to identify those employees who perform work that is outside of your normal scope. They should then be able to be sent to email or phone messages to let them know that they are no longer a valuable part of your company. You may also find this information can help you re-train some of your staff.
Vacation Schedule Template
Using an Excel template for management can be a great tool for your company. It will allow you to maintain accurate and up-to-date records. The template should give you the information you need to determine the right staff to hire and keep. The template should work with any spreadsheet program and should be easy to use. You should be able to customize the template to best suit your company needs and your goals for success.
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.
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.
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.
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.
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.
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.
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 calculated
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.
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.
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.
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.
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 year
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.