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Small Team HR System
A small team HR system in one workbook: type each employee once and their time off, attendance points, shifts, accrued PTO, key dates and hours stay in sync, with one dashboard for the whole team. 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 you get
- Six modules on one roster: PTO, attendance points, shift coverage, PTO accrual, key dates and compliance, timesheet and overtime
- A vacation typed on the calendar blocks the schedule, and hours on the timesheet build accrued PTO
- Every date that matters lands on one Upcoming list
- Employee 360: one page per person pulling every module together
- HR Dashboard plus a dashboard for each module, and 3 color themes
- Opens in Excel and in Google Sheets
$39.99one-time, no subscription
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Instant digital download · one-time purchase · no subscription
What it does
- Six modules on one roster: PTO, attendance points, shift coverage, PTO accrual, key dates and compliance, timesheet and overtime
- A vacation typed on the calendar blocks the schedule, and hours on the timesheet build accrued PTO
- Every date that matters lands on one Upcoming list
- Employee 360: one page per person pulling every module together
- HR Dashboard plus a dashboard for each module, and 3 color themes
- Also included: a separate Benefits Open Enrollment Tracker workbook
What it looks like
What is in the bundle
- Small Team HR System workbook: PTO, attendance points, shift coverage, PTO accrual, key dates and compliance, and timesheet and overtime modules on one roster, with Employee 360 and an HR Dashboard
- A PDF with the HR System's Google Sheets copy link
- Benefits Open Enrollment Tracker (in a .zip): blank workbook, filled example and its Google Sheets PDF
Works in
- Excel 2016 or later and Microsoft 365 (Windows and Mac)
- Google Sheets: the PDFs in your download have links that make your own private copies (free Google account)
- No macros, no add-ins
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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