Employee records, workforce planning & team performance
HR Management Templates Bundle
Bring more structure to the work behind your team. Explore templates for employee data, training, time sheets, scheduling, hiring plans, payroll and project tracking, with tools suited to each task.
From employee details to a clearer workforce plan
Choose the template for the job, then use its inputs and views to keep records, plans and results easier to review.
Keep the details in order
Start with employee information or training records. Use the relevant tracker to maintain the data your team needs to revisit.
Plan and track working time
Build employee schedules, record time worked or track client billable hours. Select the tool that fits the way your team works.
Look ahead at staffing costs
Explore headcount changes, revenue-based hiring plans and payroll calculations. Review how your assumptions affect the staffing or cost picture.
Follow progress and results
Use project trackers, payroll comparisons and KPI dashboards to review the measures that matter for your chosen workflow.
This bundle is a strong fit if...
You handle several people-related workflows and want a collection of spreadsheet starting points for your team or client work.
An individual template may be enough if...
You have one defined task and can identify the template whose inputs, reports and available format suit your needs.
Start with these HR templates
Explore employee records, training, weekly scheduling, headcount planning, payroll calculations and Gantt scheduling.
Employee Data Tracker
Optimize HR data management with this tracking tool. Designed for HR departments, this template offers complete data input fields and dynamic views.
Use for: Employee records, benefits status, attendance, leave balances, and filtered reports in Google Sheets.
View template detailsEmployee Training Tracker
Optimized for HR managers, this Excel template tracks employee training completions for up to 499 staff. Sharpen your organizational structure.
Use for: Employee training completions and annual records for up to 499 staff.
View template detailsEmployee Scheduling
Manage employee schedules effortlessly with our intuitive template. Features weekly views, smart summaries, gap detection, and more.
Use for: Weekly employee schedules checked against availability, with half-hour coverage summaries in Excel and Google Sheets.
View template detailsHR Tool - Hiring/Firing
Dynamic HR Excel tool for future hiring & attrition. Simple inputs, 28 dept. slots, color-coded projections vs model headcounts, adjustable forecast.
Use for: Projected department headcounts from planned hires and departures, compared with targets over adjustable future periods.
View template detailsPayroll Tracker
Sharpen your payroll process with this editable Excel template. Perfect for accounting departments seeking more organized payroll calculations.
Use for: Pay-period calculations for hourly and salaried employees, with individual and total budget comparisons.
View template detailsGantt Schedule
All-in-one crew management and sales pipeline tracker template. Features dynamic Gantt scheduling, revenue forecasting, and visuals. Track man hours.
Use for: Crew schedules, revenue allocation, or planned labor-hour capacity across three included Gantt styles.
View template detailsExplore everything included
Search all 17 templates or filter by workflow. Open each listing for its features, demonstration and available formats.
Showing 17 templates
Payroll KPI
Single-tab payroll KPI tracker with a 12-period view, year-to-date totals and averages, visualizations, and budget-versus-actual comparisons for overtime hours, overtime spending and total payroll expense.
Use for: A 12-period payroll dashboard covering overtime, total payroll spending, and budget-versus-actual performance.
Employee Data Tracker
Optimize HR data management with this tracking tool. Designed for HR departments, this template offers complete data input fields and dynamic views.
Use for: Employee records, benefits status, attendance, leave balances, and filtered reports in Google Sheets.
Employee Training Tracker
Optimized for HR managers, this Excel template tracks employee training completions for up to 499 staff. Sharpen your organizational structure.
Use for: Employee training completions and annual records for up to 499 staff.
Employee Time Sheets
Track & report employee hours, work type, PTO & more across customizable time frames.
Use for: Recorded hours and work types, with printable daily, monthly, and custom-date reports by employee or for the team.
To-Do List Tracker
Streamline recurring tasks with this dynamic Google Sheets to-do list. Track completion dates, view tasks due in 'x' days, and visualize frequency.
Use for: Recurring task completion dates, upcoming due items, and task frequency in Google Sheets.
HR Tool - Hiring/Firing
Dynamic HR Excel tool for future hiring & attrition. Simple inputs, 28 dept. slots, color-coded projections vs model headcounts, adjustable forecast.
Use for: Projected department headcounts from planned hires and departures, compared with targets over adjustable future periods.
Sales Team Hiring Plan
SaaS-focused 5-year financial planner: forecast revenue, plan hiring by department for every revenue increment. Visualize costs vs. revenues monthly.
Use for: Five-year monthly hiring and staffing-cost forecasts linked to recurring revenue growth and department headcount ratios.
Layoffs - Financial Impact Analysis
Efficiently plan and understand the financial implications of layoffs with this comprehensive HR management Excel template.
Use for: Current-year and annualized cost scenarios for planned headcount reductions, including continuation and separation costs.
Sales Person Commissions
Dynamic commission analysis tool focusing on gross profit, offering fixed and scaled methods. Optimize sales incentives, aligning with company goals.
Use for: Fixed versus scaled commission structures, comparing salesperson payouts and company earnings at different sales or gross-profit levels.
Tracking Billable Hours
Efficient Excel tool for precise time & activity tracking on a per client/job basis. Streamlines invoicing, monitors work hours, and offers analysis.
Use for: Time and activity records by client or job to support billing and review hours worked.
Employee Scheduling
Manage employee schedules effortlessly with our intuitive template. Features weekly views, smart summaries, gap detection, and more.
Use for: Weekly employee schedules checked against availability, with half-hour coverage summaries in Excel and Google Sheets.
Project Management
Optimize project management with this Excel template, ideal for tracking multiple concurrent projects & milestones.
Use for: Concurrent projects, milestone completion, and timelines with hourly, daily, weekly, or monthly views.
Gantt Schedule
All-in-one crew management and sales pipeline tracker template. Features dynamic Gantt scheduling, revenue forecasting, and visuals. Track man hours.
Use for: Crew schedules, revenue allocation, or planned labor-hour capacity across three included Gantt styles.
Payroll Tracker
Sharpen your payroll process with this editable Excel template. Perfect for accounting departments seeking more organized payroll calculations.
Use for: Pay-period calculations for hourly and salaried employees, with individual and total budget comparisons.
KPI Scorecard
Excel KPI scorecard template for holistic business assessment. Monthly & annual grading across HR, logistics, conversions & financials.
Use for: Monthly and annual department scores using your own KPI thresholds and weights.
General Contractor KPI Dashboard
KPI dashboard for contractors: track average Gross Profit & Margin per job.
Use for: Quoted versus actual job results, gross profit, and gross margin, with filters by date and job type.
Consultant Tracker
Track weekly billable hours, consultant performance and client activity for up to 100 consultants and 100 clients over 52 weeks. Available free with another template purchase by email, and listed in the HR bundle.
Use for: Weekly billable hours, client activity, and rankings for up to 100 consultants and 100 clients over 52 weeks.
No exact match found
Try a broader workflow or keyword, or clear the search and filters.
Inputs, employee or project capacity, reporting periods and spreadsheet formats vary by template. Review the linked product page to choose the right tool and version for your workflow.
Make the details easier to act on
Choose the right view of your team's work.
Different questions call for different information, from employee records and scheduled hours to headcount plans and payroll results.
Frequently asked questions
Find the right starting point for the records, planning and reporting you need.
How do employee records, time sheets and scheduling differ?
The Employee Data Tracker organizes employee information. Employee Time Sheets records hours worked and related time categories. Employee Scheduling helps plan weekly staffing. The Employee Training Tracker serves a separate purpose: tracking training completions. Choose based on whether you need to maintain records, plan working time or report what happened.
Which templates help with future workforce planning?
The HR Tool - Hiring/Firing projects headcount from planned hires and attrition. Hiring Plan Based on MRR Forecast connects departmental hiring assumptions to a recurring-revenue forecast. Financial Impact Analysis of Layoffs focuses on the costs and expected savings of workforce reduction scenarios. Review each demonstration to match the planning question to the tool.
What is the difference between the two payroll tools?
Payroll KPI provides a summary view of payroll expense, overtime and budget-versus-actual results across 12 periods. Payroll Calculator and Tracker - Budget vs. Actual supports more detailed payroll calculations and comparisons by pay period. Use the product demonstrations to compare the input detail and reports.
Should I start with Project Management or the Gantt Schedule?
Project Management focuses on tracking concurrent projects and their milestones. The Gantt Schedule product includes an Excel revenue-and-crew version, a Google Sheets crew-scheduling version and a man-hour allocation version. Review the demonstrations to choose the scheduling and reporting setup that fits your work.
Does every template work in both Excel and Google Sheets?
Available spreadsheet formats vary by template. Some products include Google Sheets versions, while others are designed for Excel. Check the linked product page and version details before choosing the file you plan to use.
How is the bundle delivered, and can I get an individual template?
The bundle is downloadable after purchase. Each listing links to its product page for individual access details. Consultant Tracker is included in this bundle and is also available free with another template purchase by email, as described on its product page. If you purchase on a phone, you can use the emailed download link later on a desktop or laptop that supports the relevant spreadsheet files.
One-time purchase
Get the HR Management Templates Bundle.
Download all 17 templates to organize employee information, plan workforce needs and review time, payroll and project performance.
