As promised (in my Project Planner Templates post), I've got more Excel and Google Sheet templates to share! This time we're looking at Human Resources (you may want to check out my post on Inventory Templates) and its three most common use scenarios — take employee attendance, track expenses and process vacation requests.
If you are interested in converting these spreadsheet templates into mobile apps in order to empower and engage your deskless employees, I included links to each sample app that I created. From there, you can copy the app, replace the data and customize it to meet your specific needs.
Without further ado, here are three free human resources spreadsheets!
The weekly multi-employee timesheet (below) has Employee Name, Time In, Time Out, and Hourly Rate fields, basically every key element that a time-sheet should have. In this spreadsheet, you can easily track the number of hours an employee worked each week as well as calculate their weekly wages.
With some easy modifications, you can turn this sheet into a monthly multi-employee timesheet or a monthly single-employee timesheet.
I changed the above sheet's structure a bit and converted it into the following mobile app. With the app, you can:
The following template can be used by home builders or maintenance technicians, who want to keep track of the progress and cost of each item. It organizes data by Area and tracks Actual Cost and Cost Overruns.
When you add a row, you can track Total Cost per Area. When you sort data by Status, you can see what items are In Progress, Complete, and Not Started.
I turned the sheet into an app (below) so that superintendents or technicians can enter information on the site without the hassle of filling out a sheet with a pen and driving to an office to submit it. The app shows data by Area and Status and has a Actual Total Cost chart.
After an employee submits a vacation request form, the HR team might want to gather all forms and put them in one place so that they can monitor whether a request has been approved and the total vacation days per employee.
The following spreadsheet serves that purpose. It keeps a record of all vacation requests. The Timestamp column displays the time when a request was submitted. Total Days is End Date subtracted from Start Date.
To make the process even easier, I turned this sheet into an app. From the app, employees can submit vacation request forms. The moment an employee submits a form, all information he or she entered, together with other vacation forms, is automatically stored in one spreadsheet.
You can configure the app so that only the HR team can make edits on a form after it is submitted. You can also pre-fill the form's fields (match a user's login email with the user's information) so that when a user logs in with her/his email (for example, firstname.lastname@example.org), the app pre-fills the Employee, Team, Supervisor, and Supervisor Email fields. In this case, the user will only have to enter the start and end Dates.
Well, that's it for now! Hope you find these spreadsheets useful and remember: it's really easy to turn a spreadsheet into an app!