Top Excel Templates for Human Resources

In this article, you’ll find the most complete collection of human resource templates to help you with everything from acquiring the best talent to managing training programs and tracking employee schedules.

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By Becky Simon | March 25, 2020

New Hire Checklist

Manage new hire documentation, track onboarding progress, and identify any information that is still needed for each new hire. Collect and organize all relevant documentation to ensure you’re appropriately managing and onboarding each new hire effectively.

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Staffing or Recruiting Plan

Search for, vet, and find the right talent to ensure you’re hiring the best candidates for the job. Make your team aware of all available recruitment resources, ongoing open roles, and yearly hiring goals to ensure budgets and headcounts align with the overall goals of the team or organization.

Employee Evaluation

Document employee goals, track individual and team progress, and strategize on goals to provide employees with accurate feedback on their performance. Maintain transparency between employee and manager and set business and personal development goals to keep growth momentum going.

Candidate Screening Tracker

Create a more manageable way to track and document all incoming candidate resumes, cover letters, references, and other important applicant details. Note contact information, interview questions and answers, and comments regarding next steps to keep all hiring managers and interviewers in the loop.

New Employee Onboarding Template Set

This Smartsheet template set provides a structure to track and manage onboarding, so new employees get up and running quickly.

  • Onboard new employees with templatized personal onboarding hubs
  • Schedule onboarding tasks and empower managers to monitor progress
  • Centralize key onboarding resources and assets in a single location
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Employee Training Plan

Ensure a quick and efficient ramp-up period for all new hires by planning, scheduling, and gaining insight into all associated new hire tasks. Add details around activity status, manager and peer feedback, and resources needed to make the entire process easier and more successful for all involved parties.

Transition Plan

Reduce the amount of information lost when transitioning employees from one role to another with this comprehensive template. Ensure the training process is seamless and that all details of the role are accurately covered to get new employees started off on the right foot. Input tasks, goals, assumptions, and even start and end dates.

Employee Attendance Tracker

Track employee attendance, document paid time off and vacations, and manage sick days with this employee attendance tracker template. Use this tracker to assess job performance during yearly evaluations and gain insight into each employee’s running attendance history.

Vacation Schedule

Track employee vacation schedules to ensure you always have proper coverage and your business remains productive. Note total time off, date changes, and details on how to reach employees while they are gone to stay on top of all employee schedules.

Employee Work Schedule

Keep track of employee schedules on both a daily and weekly basis to ensure you have the right amount of coverage at any given time. With this simple work schedule template, you can list all schedules in one location and provide an at-a-glance view to managers and higher-ups.

Monthly Work Schedule

Track important dates on a monthly basis, like holidays, scheduled office closures, timesheet due dates, and payroll cut offs to keep everyone informed. Gain insight into the plans for each month to stay informed, plan accordingly, and anticipate what is coming down the line. Set up tabs for each month to create a more comprehensive yearly view.

Weekly Work Schedule

Keep your employees aware of weekly tasks, meetings, holidays, and more with this weekly work schedule. With this template, you can ensure that work is completed on time and that all tasks are documented to ensure accountability and transparency.

Hourly Work Schedule

Track and plan for a whole day on an hourly basis to ensure you have the coverage needed with this hourly work schedule template. Give employees insight into when they’re working and whom they’ll be working with, and create a rolling history of previous weeks to refer back to as necessary.

Employee Timesheet

Create a more standardized, technical way to track employee timesheets on a weekly, biweekly, and monthly basis to easily reference when completing the payroll process. Create one timesheet for each employee to accurately track his or her time and tasks, and calculate all-up totals with prebuilt formulas.

Payroll Tracker

Streamline the payroll process with this payroll tracker where you can easily add employee details, salaris, overtime hours, exemptions, and other important details for each pay period. Create a running history of payroll throughout the month, quarter, and year so you can refer back to the information as needed.

Pay Stub

Keep both the employee and the employer up to date on current pay rates by tracking overall compensations and deductions on a weekly, monthly, or yearly basis. Document all payments to ensure each employee is properly compensated for their work, and so tax documents are accurate come year end.

Better Manage Your People Operations with Smartsheet for Human Resources

Finding the right template to track and manage your human resources efforts can help you get started fast. But, because HR processes are nuanced, and one misstep can result in a poor experience for your team, it’s important to have the right solution in place to stay on top of all the details.

Smartsheet is a work execution platform that enables enterprises and teams to get from idea to impact - fast. Leading HR professionals rely on Smartsheet to help manage everything from simple onboarding tasks to complex change management, recruiting, and benefits and retirement tracking.

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