disciplinary log that records cases by type and severity and tracks their status.

Disciplinary & Incident Log

Document and manage workplace disciplinary incidents with this free Disciplinary Incident Log Excel Template. Track employee details, incident dates, issue categories, descriptions, witnesses, investigation status, corrective actions, outcomes, follow-up dates, and HR remarks in one simple Excel file. Ideal for HR teams, managers, admin staff, and small businesses that need an easy way to maintain clear disciplinary records and support consistent employee relations management.

HR KPI dashboard that tracks metrics against target and flags status for any goal direction.

HR KPI Dashboard

Monitor workforce performance in one place with this free HR KPI Dashboard Excel Template. Track key HR metrics such as headcount, attrition rate, hiring progress, attendance, leave usage, overtime, training completion, employee demographics, and monthly HR trends in one simple Excel dashboard. Ideal for HR teams, managers, founders, and small businesses that need an easy way to review workforce insights and improve people management decisions.

skills matrix that rates proficiency, counts gaps and shows where your team is strong or weak.

Skills & Competency Matrix

Map employee skills and identify competency gaps with this free Skills Competency Matrix Excel Template. Track employee names, departments, job roles, required skills, proficiency levels, current competency ratings, training needs, and development actions in one simple Excel file. Ideal for HR teams, managers, training teams, startups, and small businesses that need an easy way to assess workforce capabilities and support employee development.

emergency contact sheet that stores key details per employee and flags incomplete records.

Emergency Contact Sheet

Maintain important employee emergency contact details with this free Emergency Contact Sheet Excel Template. Record employee names, departments, primary and secondary emergency contacts, phone numbers, relationships, addresses, medical notes, and HR remarks in one simple Excel file. Ideal for HR teams, admin staff, managers, startups, and small businesses that need an easy way to keep emergency contact information organized and accessible.

probation tracker that calculates end dates, flags due reviews and records outcomes.

Probation Review Tracker

Track employee probation reviews with this free Probation Review Tracker Excel Template. Record employee details, joining dates, probation end dates, review schedules, manager feedback, performance notes, extension decisions, confirmation status, and HR remarks in one simple Excel file. Ideal for HR teams, managers, startups, and small businesses that need an easy way to manage probation periods and make timely employment decisions.

expense tracker that logs claims, tracks approval status and totals spending by category.

Expense Claim & Reimbursement Tracker

Track and manage employee expense claims with this free Expense Claim Reimbursement Tracker Excel Template. Record employee details, claim dates, expense categories, receipt references, claimed amounts, approval status, reimbursement dates, payment status, and remarks in one simple Excel file. Ideal for HR teams, finance teams, payroll staff, managers, and small businesses that need an easy way to control reimbursements and maintain accurate expense records.

overtime tracker that calculates overtime pay and flags high overtime as a burnout warning.

Overtime Tracker

Track and manage employee overtime with this free Overtime Tracker Excel Template. Record employee details, overtime dates, extra hours worked, overtime rates, approval status, reasons for overtime, total overtime pay, and monthly summaries in one simple Excel file. Ideal for HR teams, payroll staff, managers, finance teams, and small businesses that need an easy way to control overtime costs and maintain accurate payroll records.

engagement survey tracker that scores five dimensions and classifies each response.

Engagement Survey

Measure employee satisfaction and workplace engagement with this free Employee Engagement Survey Excel Template. Collect survey responses, track engagement scores, analyze feedback by department, monitor key themes, identify improvement areas, and summarize employee sentiment in one simple Excel file. Ideal for HR teams, managers, founders, and small businesses that need an easy way to understand employee experience and improve workplace culture.

9-box grid that maps talent on performance and potential and assigns a category automatically.

Box Succession Grid

Identify high-potential employees and plan future leadership needs with this free 9 Box Succession Grid Excel Template. Assess employees based on performance and potential, classify talent into 9-box categories, track readiness levels, development actions, succession roles, and talent review notes in one simple Excel file. Ideal for HR teams, managers, leadership teams, and growing businesses that need an easy way to support talent reviews, succession planning, and workforce development.

OKR tracker that measures progress on key results and flags status automatically.

OKR & Goal Tracker

Track team and employee goals with this free OKR Goal Tracker Excel Template. Manage objectives, key results, owners, departments, target dates, progress percentages, confidence levels, status updates, and performance notes in one simple Excel file. Ideal for HR teams, managers, founders, startups, and small businesses that need an easy way to align goals, monitor progress, and improve team accountability.

salary benchmarking template that compares internal pay to the market and flags outliers.

Salary Benchmarking

Compare employee salaries against market benchmarks with this free Salary Benchmarking Excel Template. Track job titles, departments, employee pay, market salary ranges, pay grades, compensation gaps, percentile comparisons, and salary review notes in one simple Excel file. Ideal for HR teams, compensation managers, finance teams, startups, and small businesses that need an easy way to review pay competitiveness, support salary decisions, and improve compensation planning.

job description library that catalogues roles with salary ranges and review flags.

Job Description Library

Create and manage a structured library of job descriptions with this free Job Description Library Excel Template. Track job titles, departments, reporting lines, role responsibilities, required skills, qualifications, experience levels, and hiring notes in one simple Excel file. Ideal for HR teams, recruiters, managers, startups, and small businesses that need an easy way to standardize job descriptions and support recruitment planning.