SmartHelping / HR / Google Sheets
Employee Data & Benefits Tracker
Keep employee details, insurance status, attendance, leave balances, and wage information organized in one place. Enter data on a single tab, then review workforce summaries and filtered employee reports.
Immediate access after purchase. By purchasing, you agree to the Terms of Service.
See the template in action
Walk through the employee data tracker.
One place for employee information
Maintain the details your HR team needs to review.
All employee data entry happens on a single tab, which feeds the dashboard and filtered reports.
Employee details
Record employee ID, first name, last name, hire date, age, and worker type.
Insurance information
Track insurance eligibility status and insurance status for each employee.
Attendance and strikes
Record the number of strikes, excused absences, and unexcused absences.
Sick, vacation, and personal leave
Enter maximum allowances and days used for sick leave, vacation, and personal leave. Remaining balances are calculated.
Wages and raise dates
Track each employee’s current wage and date of last raise, with calculated time since that raise.
Extra fields and notes
Use three extra fields and a notes field for additional employee information relevant to your team.
Calculated from your employee data
Keep tenure, leave balances, and raise timing visible.
Length of employment
Days employed and total years employed are calculated from the employee’s hire date.
Remaining leave
Remaining sick days, vacation days, and personal leave days are calculated from the allowances and usage entered.
Time since last raise
Days and years since the last raise are calculated from the recorded raise date.
Workforce summaries and visualizations
Review the team at a glance.
Employees by worker type
See total employee counts by type, together with a visualization of the workforce mix.
Insurance coverage by type
Review the count of employees with insurance coverage by worker type and the accompanying visualization.
Attendance and strike summaries
Review summary information for employees with perfect attendance and employees exceeding the maximum strike limit.
Tenure and age
Review employee summaries by tenure and age, including an age visualization.
Five filtered reporting views
Find employees who match the conditions you select.
Each filtered report displays the entire row of data for employees who meet its conditions.
Tenure and age reports
Use the separate tenure and age report tabs to identify employees who meet the selected conditions.
Strike reports
Filter employee records by strike-related conditions for a focused review.
Attendance reports
Review employee records that match the attendance conditions you specify.
Raise status reports
Filter employee records by raise status to review the relevant wage and raise-timing information.
Getting started in Google Sheets
Make your own editable copy.
Open the template after purchase
Access the Google Sheets template using your Google account. A free account is sufficient.
Choose File → Make a copy
Save your own copy before entering employee information. The purchased template is fully editable.
Also included in this bundle
Explore more tools for HR and workforce management.
HR Management Templates
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View the HR Templates bundleAdditional resources
Explore hiring and spreadsheet reporting.
Questions before you start
A few useful details.
What spreadsheet software do I need?
This template is built in Google Sheets. Open it with a Google account and choose File → Make a copy to create your editable version.
Where do I enter employee information?
Enter employee information on the single data-entry tab. The dashboard and filtered reports use those records.
Which fields calculate automatically?
Days and years employed, remaining sick days, remaining vacation days, remaining personal leave days, and days and years since the last raise are calculated automatically.
What filtered reports are included?
The five reporting views cover tenure, strikes, age, attendance, and raise status. Each view returns the complete employee rows that meet its conditions.
Can I customize the template?
Yes. The template is fully editable, and it includes three extra fields plus a notes field for additional information.
Organize employee information
Turn employee records into useful HR reports.
Employee Data & Benefits Tracker — $45, one-time purchase.
