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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
Buy on Etsy
Instant digital download · one-time purchase · no subscription

What it looks like


What is in the bundle
- HR_Bundle_for_Small_Teams.xlsx: blank workbook with 22 tools on 25 tabs, starter leave types, codes, templates, lists and US holidays to edit
- HR_Bundle_for_Small_Teams_Filled_Example.xlsx: the same workbook with a fictional 13-person team
- START HERE PDF with Make a copy links for the Google Sheets edition (blank and filled example)
- Up to 250 active staff on every grid
Works in
- Microsoft 365, Excel 2024 or Excel for the web (not Excel 2021 or older)
- Google Sheets in a browser with a free Google account; the phone app is fine for viewing
- No macros, add-ons or scripts; not compatible with Numbers, LibreOffice or OpenOffice
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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