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HR Bundle for Small Teams

An HR bundle for a small team in one Excel workbook: 22 tools for leave and PTO balances, onboarding, probation and reviews, training, certifications and departures, all reading one staff list. Also included as a Google Sheets edition. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.

What it does

  • Summary each week: leave decisions waiting, short team-days in the next 4 weeks, late new-hire items, reviews due, open change steps and late training or expiring credentials, with the five most urgent items in each area
  • Time off and cover: leave requests with short-notice flags, PTO balances (accrued, taken, scheduled, pending, available), a team coverage calendar against your minimum on duty, attendance exceptions, handover and backup plans
  • Hiring and onboarding: onboarding tracker, 30-60-90 day plan, document receipts, policy acknowledgments, buddy check-ins and an optional recruitment pipeline
  • Probation review schedule and performance review cycle (dates and next steps only)
  • Training completion matrix, certification renewal register, learning reimbursement and training feedback logs
  • Changes and departures: employment change register, offboarding checklist counted back from the last day, role transfers and an equipment return register
  • Opens in Excel and in Google Sheets
$14.99one-time, no subscription
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Instant digital download · one-time purchase · no subscription

HR Bundle for Small Teams — the workbook open in Excel

What it looks like

HR Bundle for Small Teams screenshot
HR Bundle for Small Teams screenshot

What is in the bundle

Works in

Honest scope

This is a record-keeping template, not legal or HR advice. Leave, overtime and pay rules vary by state and by employer policy; the file reports what you enter and does not decide what anyone is entitled to.

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HR Bundle for Small Teams$14.99Buy on Etsy