THOUGHTFUL SPREADSHEET TEMPLATES

Small Business HR Kit

Keep your team records in order.

Run HR for your small team from one file: who works here, who works when, who is off, who is new and who is due a review.

Spreadsheet templateDigital product

Small Business HR Kit — Dashboard product preview shown in a laptop

A closer look at Small Business HR Kit.

A TOOL THAT FITS YOUR DAY

Small Business HR Kit,
with a little more clarity.

This Small Business HR Kit is a ready-to-use spreadsheet for Google Sheets and Excel. List your team with role, department, start date, pay type and rate, PTO days a year and an emergency contact. Pick a shift for each person and day on the weekly Schedule: hours, overtime (in red) and labor cost add up by themselves. Log time off requests with type, days and Approved, Pending or Denied, and PTO Balances shows taken, sick, pending and days left for every person. A checklist walks each new hire through 13 onboarding steps, the Documents tab shows which papers (offer letter, I-9, W-4, direct deposit, handbook) are on file or missing, and Reviews keeps performance reviews with 5 ratings, strengths, goals and the next review date. The Dashboard shows who is out today, requests waiting, hours and labor cost this week, open onboarding, reviews due and missing papers. Type in the yellow cells; everything else is calculated for you.

Designed for small employers organising HR records.

01 / THE DETAILS

Start Here

quick setup guide

02 / THE DETAILS

Dashboard

active team, out today, requests waiting, hours this week, onboarding open, reviews due, missing papers, weekly labor cost, charts, next reviews

03 / THE DETAILS

Employees

people with role, department, start date, hourly or salary pay, PTO days a year, status, phone, email, birthday and emergency contact

04 / THE DETAILS

Schedule

a weekly shift grid with your own shift names and hours, hours per person, overtime in red, people per day and labor cost

05 / THE DETAILS

Time Off

requests with type (vacation, sick, personal, unpaid), work days and status

06 / THE DETAILS

PTO Balances

days a year, taken, sick taken, pending, left and next day off for each person

07 / THE DETAILS

Onboarding

a 13-step checklist for new hires at a time, with % done

08 / THE DETAILS

Documents

offer letter, I-9, W-4, state W-4, direct deposit, handbook, emergency contact and background check, on file or missing

09 / THE DETAILS

Reviews

rate quality, reliability, teamwork, customer service and growth from 1 to 5, strengths, goals and next review date

10 / THE DETAILS

Setup

business name, schedule week, review cycle, overtime limit and every dropdown list

SIMPLE BY DESIGN

A few things
worth knowing.

Before you get started

Records only, not legal advice. Employment laws differ by state and city. Keep private papers locked and share this file carefully.
Check the matching Etsy listing for current availability, included files and setup instructions.
Enter your own information and review the results. Check the listing for supported spreadsheet software before purchase.

MAKE ROOM FOR YOUR EVERYDAY

Make Small Business HR Kit
part of your day.

Find the full template and included files on Etsy.

Buy on Etsy

One digital product. Secure checkout on Etsy.