Top Excel Templates For Human Resources - Smartsheet

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We’ve compiled the top human resources templates in Excel. You’ll find a recruitment tracker template, an offboarding checklist template, an HR KPI dashboard template, an employee database template, and more.

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By Becky Simon | March 25, 2020 (updated December 11, 2025)

Onboarding Checklist Template

Use this checklist template to create a consistent, organized experience for new employees. HR and department managers can track key tasks, such as paperwork, background checks, and benefits enrollment, and view each employee’s status with color-coded labels. The template also includes columns for task ownership, department, due dates, and document routing to streamline coordination across departments.

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Staffing or Recruiting Plan Template

Use this template to plan, track, and evaluate recruiting efforts throughout the hiring cycle. You can also use it as a staffing plan to align headcount goals with recruitment strategies. The template organizes recruiting sources by category, and it lists budgets, hiring goals, funding status, progress, and assigned team members. It also provides space for adding coordination comments and lessons learned.

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Recruitment Tracker Template

HR teams and recruiters can use this template to track candidate progress from application to final decision. It captures key details, such as contact information, experience, screening questions, ratings, and interview outcomes. It also includes columns for comments, salary expectations, and action items, such as scheduling interviews or closing candidates.

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Offboarding Checklist Template

Use this offboarding checklist template to manage smooth employee departures. Customize it to cover key exit tasks across two sections: general offboarding actions and assets to retrieve. It lists items such as conducting exit interviews, revoking access, and collecting equipment, with a completion column to track progress and maintain accountability.

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HR KPI Dashboard Template

Use this dashboard template to track workforce metrics and visualize department trends. HR teams can use it to inform decisions on headcount, compensation, and performance. The dashboard includes charts for employee distribution, salary ranges, compensation by department, and salary components such as bonuses and overtime, making it easy to spot trends.

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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 Database Template

Manage core staff information for audits, reporting, and planning. The template includes demographics, job details, compensation, and status fields with drop-down menus, plus charts and filters.

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HR Org Chart Template

Use this template to visualize reporting relationships and team hierarchies. Customize the layout for employee onboarding, restructuring, succession planning, or presenting organizational changes.

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HR Audit Checklist Template

Assess compliance and identify gaps in policies and processes. This template covers recruitment, records, compensation, benefits, and more. Customize the checklist and add notes or follow-up actions.

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Employee Training Plan Template

Organize onboarding and development activities into 30-, 60-, and 90-day milestones in this template. It includes sections for competencies, objectives, status updates, and improvement goals.

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Skills Matrix Template

Assess employee skills for workforce planning and reviews. Highlight gaps and align capabilities with role needs using a color-coded scoring system. The template flags areas that could use improvement.

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Employee Transition Plan Template

Manage smooth role handoffs during promotions, transfers, or departures. The template covers responsibilities, knowledge transfer, access, checklists, and key contacts, with space to track timelines.

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Performance Review Template

Run structured annual or quarterly evaluations. The template includes a ratings table with auto-calculated scores, plus sections for feedback, goals, future objectives, and development planning.

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Employee Evaluation Template

Assess employee performance based on clear objectives and competencies. The template includes metrics, weighted competency ratings, a development section, and space for manager and employee input.

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Employee Work Schedule Template

Manage staff shifts across days and time slots. Organize shifts by day, hour, and role, with daily totals to monitor workloads and overtime. Customize the template for different scheduling cycles.

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Monthly Work Schedule Template

Manage monthly shift assignments, time off, and departmental coverage. The template includes a daily view with color-coded absence types, such as PTO or parental leave, plus space for notes.

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Weekly Work Schedule Template

Use this template to organize shifts across departments. It shows each employee’s daily hours and role, includes department sections and shift totals, and auto-updates based on the start date.

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Hourly Work Schedule Template

Plan and track employee activities throughout the day. The template breaks workdays into hourly slots and maps assignments by employee name and ID. Adjust the start time to match your work hours.

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Employee Attendance Tracker Template

Track daily attendance and identify absenteeism trends. Log monthly attendance types, such as present, sick leave, unpaid leave, holidays, and no-shows, to calculate totals and find summary stats.

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Vacation Schedule Template

Track time-off requests and coordinate coverage across departments. The template includes fields for vacation dates, approvals, and a status drop-down menu to mark dates as requested, approved, or taken.

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Employee Timesheet Template

Track employee hours on weekly, bi-weekly, monthly, and daily schedules. Each sheet categorizes hours (regular, overtime, sick, etc.) and auto-calculates total pay. Log billable hours in the service section.

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Payroll Tracker Template

Calculate employee pay and deductions. Log daily hours with automatic weekly totals, apply hourly and overtime rates, and calculate gross pay. The template factors in taxes and other deductions.

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