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HR Compliance Tracker
An HR compliance tracker for small teams: type each hire date and the date each certification, license or document was issued, and the workbook works out every expiry, probation end, new hire review and annual review, then lists what is due next. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- Certifications and Documents: issue date in, expiry date and status out (Current, Due soon, Expired, Missing, No expiry)
- Probation, 30/60/90-day and annual review dates calculate from each hire date
- Upcoming: everything due in the next 30, 60, 90 or 180 days, soonest first, with the action to take
- This Month calendar of every key date, birthdays and work anniversaries included
- Training Log with hours, trainer and renewal date
- Opens in Excel and in Google Sheets
Instant digital download · one-time purchase · no subscription
What it does
- Certifications and Documents: issue date in, expiry date and status out (Current, Due soon, Expired, Missing, No expiry)
- Probation, 30/60/90-day and annual review dates calculate from each hire date
- Upcoming: everything due in the next 30, 60, 90 or 180 days, soonest first, with the action to take
- This Month calendar of every key date, birthdays and work anniversaries included
- Training Log with hours, trainer and renewal date
- Employee Card and a Dashboard with overdue items, renewals coming up and team compliance
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Upcoming
- Dashboard
- Certifications & Documents
Works in
- Microsoft Excel 2016 or later and Microsoft 365, Windows and Mac
- Google Sheets: the PDF in your download has the link that makes your own Google Sheets copy
- No macros, no add-ins, nothing to install; not built for Excel mobile or Apple Numbers
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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