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Staff Planner – 5 Excel Templates for Human Resource Planning

Header for post: 5 templates for better staff planning

Excel templates can help in personnel planning in various ways. The purposes range from simple attendance lists to complex vacation planning and, depending on the size of the company, also around budgeting, training and hiring new employees. Overall, Excel templates in workforce planning can help streamline workflow, improve employee satisfaction and keep an eye on …

Header for article "action plan with excel"

At work and in private life, there are always events that should be planned. For example, the creation of an advertising campaign or planning a party.
Of course, nothing should go wrong with this event and all steps should be well planned. To guarantee this with simple means, this Excel template was created.

Every form of an event is subject to precise planning. Be it to organize a private party or an event for the company or even to support an external client with his celebration or performance.

Here, nothing must be left to chance, otherwise, in the worst case, the event may even fall through because, for example, a required permit is not available.

By chance I stumbled across an 8D report in an online article. Professionally, I have rather less to do with it, but I could imagine that one or the other visitor would appreciate this as an Excel template.

Therefore I publish a template for the 8D report.

Binder label template with excel

New year has just started, and this is a good opportunity to create new folders for documents and to clean out the old ones.

Company Visitor List

The company-reception, porter or security has to record who, when and for how long a visitor stays in the company, the museum or another institution. Therefore a company-visitor-list is very helpful I think. so I build one 😉

It’s really simple. Download the excel-sheet or pdf, print it out and fill it out each time a visitor is coming to your company or institution. Don’t forget to let it sign by that guest.

Transfer excel-list for out of office replacement

In addition to the holiday planner, an out of office list for holiday replacement is also very useful. With this template, you can record all the important things to do during your absence.

In addition, you give your representation the possibility of recognizing via the transfer list

what the project status is,
how the contacts are called and how best to reach them.
Which meetings visited and
which deadlines have to be met.
As the access data are and
whether a key handover is necessary.

Telephone Notes as Excel Template

A few days ago somebody asked me for a telehone-notes-template. Thanks for that hint! I could swear I did that template already, but I didn’t.

So here we go with a telephone message template. It is free and easy to handle. Just download it, open with Excel or Adobe Reader (PDF) and print it. Now you can put that sheet right to your phone and you won’t forget about what to ask during the phone-call.

Employee Absence Tracking Template

Every company, whether it has 5 or 5 thousand employees, needs to track the absence and availability of its personnel. This enables the company to pay its employees fairly, avoiding any disputes, and keep record of their overall performance and availability over time.

There are many software out there that streamline this process for the human resource department of middle to enterprise-sized companies, but these solutions are expensive and add too much complexity and overhead. Small business owners and startups with a few employees need a simple and effective way to keep track of their employees’ absence and this is why we publish this week the free Employee Absence Tracking Calendar Microsoft Excel template.

Weekly rota with excel

You need a little calendar with an overview of your weekly activities? Here we go: I made an excel-template with a weekly rota. You can write down your goals or todos, appointments and so on.

Just click on the download-link below and you get it for free! Chose between an excel-file, an excel-template-file or a pdf. User with Internet-Explorer please take the zip-file as other files seems to make problems..

Project Management with Excel Templates

Those who do not want to deal with an extensive Microsoft project may make the first steps that are important for project management and project planning using these Excel templates. You may divide the project into subtasks and provide it with the date and time. The whole timeline is then plotted on colored background cells of the Excel template. In this template it is offered as an example. In the template there are two spreadsheets for the months of January to June and July to December 2013.

Duty Roster as Excel Template

Today I have released a duty roster, staff deployment plan or plan of work, depending on the way you want to call it 🙂

The duty roster is divided into 7 spreadsheets – one for each day of the week. There you will find three shifts into which you can enter an employee. As always, this Excel template is free and can be downloaded in different Excel file formats. But first, please, preview.