Agency Talent Management Template

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template? Customise Your Directory Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms  Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy  Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals.  Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers  Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency.  Why is it essential to create and maintain an employee directory? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks of using Employee Directory Template Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by Stackby? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience.  Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Check out Related Templates: Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form 

An employee attendance tracker is a spreadsheet used by businesses or organizations to keep track of the attendance records of their employees. The template usually consists of features such as total working hours, overtime, leave balance, and other relevant metrics. Using an attendance tracker can help employers efficiently monitor employee attendance, identify trends or patterns, manage their leave requests, and ensure compliance with company policy or labor regulations. Stackby’s Employee Attendance Tracker Template Stackby’s Employee Attendance Tracker Template is a comprehensive solution designed to streamline the management of daily and monthly employee attendance records within your organization. This customizable template offers a user-friendly interface and allows easy setup and maintenance of attendance data by leveraging form filters and customizable columns. This template simplifies the process of tracking employee attendance and sharing the efficiency and accuracy of each employee. Characteristics of Stackby’s Employee Attendance Tracker Template Customizable Interface The template provides the flexibility to customize columns, forms, and filters according to the specific requirements of your organization, ensuring that the attendance tracking process aligns with your unique workflow. Formal Integration With integrated forms, capturing employee attendance data becomes seamless, and employees can submit their attendance information conveniently through these forms, eliminating the need for manual data entry and reducing the chances of errors. Advanced Filtering Options The template offers a range of filtering options, allowing users to quickly sort and group attendance data based on various parameters such as name, ID, picture, phone number, and month. This facilitates efficient analysis and reporting. Centralized Data Storage Buy consolidating all attendance-related information within a single template. Stackby enables centralized data storage, which simplifies access to attendance records, making it easier for administrators to retrieve and manage data as needed.  File Upload Capability Users can leverage specific columns within the template to upload files related to attendance, such as documents or images. This feature enhances data organization and enables comprehensive documentation of attendance-related details. Why Stackby’s Employee Attendance Tracker Template There are certain reasons why you should switch to stack if you are using any other template. Customization and Flexibility Stackby distinguishes itself from other employee attendance tracker templates by offering unparalleled customization and flexibility, unlike the rigid templates that impose predefined structures. Stackby allows users to tailor every aspect of the attendance tracking system to their specific requirements. With customizable column forms and filters, organizations can adapt the template to a line perfectly with their unique work flows and preferences. This level of flexibility assures that the attendance tracking process remains highly efficient and adaptable even as organizational needs evolve over time. Integration Another key differentiator of Stackby is its emphasis on integration and collaboration, while many other attendance trackers focus solely on individual data entry and management. Stackby facilitates seamless collaboration among team members with features such as real-time update commenting capabilities and file attachment features that transform the attendance tracker into a collaborative endeavor. This enables the team to work together more effectively, share insights, and address attendance-related issues proactively, ultimately enhancing overall productivity and cohesion within the organization. Scalability and Innovation Stackby sets itself apart from other templates by prioritizing innovation and scalability. Unlike static solutions that may struggle to accommodate the changing needs of growing organizations, this stack is designed to scale effortlessly along with businesses. Whether it is adding a new feature, integrating with other tools, or accommodating a larger work force stack, it remains adaptable and future-proof. Furthermore, it continuously innovates and updates its template with new functionalities and enhancements, sharing that users always have access to the latest tools and technology for efficient attendance tracking. Why choose Stackby’s Employee Attendance Tracker Template? When considering an employee attendance tracker template, choosing Stackby offers numerous advantages over other options. First, the unparalleled customization and flexibility empowered the organization to tailor the attendance tracking system precisely to their needs and ensure maximum efficiency and alignment with existing workflow. Additionally, Stackby emphasizes integration and fosters a culture of teamwork and transparency that enables teams to work together more effectively to manage attendance data and address issues proactively. Finally, the commitment to scalability and innovation ensures that the template remains adaptable and future-proof, providing long-term value and investment security for organizations of all sizes. Ultimately, by choosing the Stackby employee attendance tracker template, organizations can streamline the attendance tracking process, increase collaboration, and drive productivity to new heights. With its user-friendly interface, advanced features, and key advantages, this template empowers organizations to streamline the attendance tracking process and promote transparency within the workplace. Sign in today for a better experience!Check more related templates on Stackby Agency Talent Management Template Recruiting Pipeline Template Call Log Template

Keeping an organized record of all your calls is essential for businesses, sales teams, customer support, and professionals who rely on phone communication. A Call Log Template simplifies tracking incoming and outgoing calls, ensuring that every conversation is recorded, categorized, and followed up on efficiently. With Stackby’s Call Log Template, you can maintain a structured database of all your call interactions, assign follow-up tasks, and analyze call trends for better decision-making. Whether managing customer inquiries, handling sales calls, or tracking internal communications, this template provides a streamlined approach to call tracking and management. Why Use a Call Log Template? Managing call logs manually through spreadsheets or paper records can lead to lost information, missed follow-ups, and a lack of insights into communication trends. This Call Log Template in Stackby helps you: Maintain a centralized database of all calls. Categorize calls based on type, priority, and status. Assign follow-ups and ensure no important calls are missed. Track response times, call durations, and outcomes. Generate insights to improve call handling and team efficiency. How Call Log Template Works in Stackby Stackby’s Call Log Template is designed to help businesses organize call records systematically. It consists of structured tables that allow users to log call details, assign tasks, and track follow-ups efficiently. Key Tables in the Call Log Template Call Records Table – Stores details of all incoming and outgoing calls, including date, time, caller information, and call duration. Contacts Table – Maintains a list of frequent contacts, helping teams access caller details instantly. Follow-Ups Table – Tracks pending actions and follow-ups to ensure effective communication. Call Status Table – Categorizes calls based on their outcome (Completed, Pending, Missed, or Follow-up Required). Each table is fully customizable, enabling users to tailor the template to their business needs. Key Features & Benefits of a Call Logging Template Track Every Call with Ease Log and record all inbound and outbound calls in a structured format. Include essential details like call type, duration, priority, and assigned team member. Categorize Calls & Assign Follow-Ups Mark calls as Customer Inquiry, Sales Call, Support, or Internal Communication for better organization. Assign follow-ups to team members and set reminders for pending calls. Improve Response Time & Communication Track response times and call handling efficiency. Ensure no call is missed by setting automated reminders for follow-ups Analyze Call Trends & Insights Generate reports on call volume, call duration, and response rates to optimize operations. Identify trends in customer inquiries, sales calls, or support interactions to improve service. Enhance Team Collaboration Share call logs with team members for better coordination and tracking. Use Stackby’s integrations to sync call data with CRM and other tools. Real-World Use Cases This template is perfect for: Sales Teams – Track prospect calls, schedule follow-ups, and optimize lead management. Customer Support – Log and analyze customer inquiries, ensuring timely responses. Business Owners & Managers – Maintain records of client interactions for better business decisions. Call Centers – Organize high volumes of calls, track agent performance, and improve response times. Getting Started with the Call Log Template Import the Call Log Template – Add it to your Stackby account. Customize Call Categories & Statuses – Define how you want to track different types of calls. Log Calls & Assign Follow-Ups – Record call details and assign follow-up actions. Analyze Call Data – Use filters and reports to track communication trends. Automate & Integrate – Set up automated notifications and integrate with CRM tools for seamless call management.

Are you tired of managing freelancers and contractors through messy spreadsheets or confusing communication channels? Say goodbye to those headaches and try out Stackby's Contractor and Freelancer Management Template.  This all-in-one solution helps you track, evaluate, and manage your contractors and freelancers while keeping all your data organized in one place. Let's explore more details about this in the following sections: What is Contractor Management? Contractor management refers to the process of overseeing and coordinating the activities of contractors working on a project. It involves sourcing, evaluating, and managing contractors to ensure their work aligns with project goals, timelines, and quality standards. Importance of Freelancer and Contractor Management One cannot overstate the importance of freelancer and contractor management in today's dynamic business landscape. Here are a few reasons why:  Access to specialized skills and expertise. Flexibility and scalability for project demands. Cost optimization compared to hiring full-time employees. Enhanced productivity through effective communication and streamlined processes. And a lot more A Brief Overview of Stackby's Contractor and Freelancer Management Template Stackby's Contractor and Freelancer Management Template is a comprehensive tool designed to simplify and streamline the process of managing contractors and freelancers. It provides a centralized platform to track, source, and manage these external resources efficiently. By leveraging this outstanding solution, you can expect to achieve a 90% accuracy rate in contractor and freelancer data management. Who is This Contractor and Freelancer Management Template for? Whether you are a small business owner, a project manager overseeing multiple projects, or a freelancer seeking better organization and management, this template caters to your needs, helping you optimize contractor and freelancer management processes. Why Do You Need Stackby's Contractor and Freelancer Management Template? Centralize and organize contractor and freelancer information in one place. Streamline contractor and freelancer management processes. Efficiently track and manage assignments, projects, and feedback. Improve communication and collaboration with contractors and freelancers. Monitor contractor performance and track project budgets. How to Use This Contractor Management Template? To use this freelancer and contractor management template, you first need to sign up for Stackby, log in to your account, and tap the "Use Template" button to create a new stack. Now, customize it in the way you want. Ways to Customize Our Contractor and Freelancer Management Template Add or remove columns to fit your specific needs. Rename columns to match your terminology and processes. Create additional tables to track more information or add different types of data. Use the various column types, such as checkboxes, drop-downs, and dates, to organize and filter your data. Set up automation using the integrations available on Stackby. A Quick Look into the Tables Included in Our Contractor and Freelancer Management Template Freelancers: This table allows you to manage and track information related to your freelancers, including their contact details, skills, rates, etc. Assignments: Use this table to assign specific tasks or projects to freelancers. You can track the assignment details, deadlines, progress, etc. Internal Team: It enables you to keep a record of your internal team members involved in managing contractors and freelancers. Projects: You can link freelancers, assignments, and other relevant information to each project with its aid. You can establish connections between the tables in the Contractor Management Template by utilizing the Link Column Type and setting up the appropriate references.  For example, you can view all the assignments for a particular freelancer, see the freelancers assigned to a specific project, or track the internal team members responsible for managing specific freelancers. It allows for seamless tracking, assignment management, and data organization related to freelancers, assignments, internal team members, and projects. Ready to Take Control of Your Freelancer and Contractor Management? With Stackby's Contractor Management Template, you can efficiently track and manage your freelancers and contractors, link them to assignments and projects, and track feedback. So, what are you waiting for? Sign up on Stackby today and experience a seamless contractor and freelancer management experienceCheck Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker Agency Template Management Daily Attendance Sheet 

HR Calendar Template

 Policy Management

An effective recruitment strategy is essential for attracting top talent, streamlining the hiring process, and aligning hiring goals with business objectives. The Recruitment Strategy Template by Stackby is designed to helAn effective recruitment strategy is essential for attracting top talent, streamlining the hiring process, and aligning hiring goals with business objectives. The Recruitment Strategy Template by Stackby is designed to help HR professionals, recruiters, and hiring managers manage every stage of recruitment—from identifying open roles to onboarding new hires. Built for flexibility and collaboration, this template provides a clear, centralized system to document job openings, track candidate progress, manage recruiter responsibilities, and evaluate recruitment performance. Whether you're growing your team quickly or filling strategic roles, this template empowers your recruitment process with structure and visibility. Build a Strategic Recruitment Framework This recruitment planning tool lets you break down hiring efforts into manageable and trackable components. The structure includes dedicated sections for: Job Roles & Openings: Document each position’s title, department, location, job type, and date posted. Hiring Status: Keep track of whether the role is open, in progress, or closed. Assigned Recruiter: Assign responsible recruiters for transparency and accountability. Candidate Pipeline: Visualize where each applicant is in the hiring funnel—from application received to final interview and offer. Candidate Scorecard: Rate and review candidates based on defined evaluation criteria. Recruitment Channel: Identify where candidates are sourced from—job portals, referrals, internal, social, etc. Time to Hire: Track how long each role takes to close, helping optimize recruitment speed. Each of these data points helps you execute hiring campaigns more strategically and collaboratively, reducing time-to-fill while increasing quality of hire. Why Use This Template? 1. Centralized Job and Candidate TrackingInstead of juggling multiple spreadsheets or disconnected notes, consolidate all recruitment information in one organized system. 2. Customizable to Fit Your ProcessAdjust columns, fields, and views to align with your organization's recruitment flow—be it internal, external, or agency-driven. 3. Pipeline VisualizationUnderstand your entire hiring process at a glance. Move candidates through stages with ease and keep everyone on the same page. 4. Recruiter AccountabilityTrack recruiter activity and performance based on the roles they manage, helping leadership assess progress and challenges. 5. Candidate Quality AnalysisUse scoring systems and feedback logs to compare applicants and support data-driven hiring decisions. Key Use Cases In-House HR Teams: Streamline internal hiring, track open roles, and improve interdepartmental collaboration. Recruitment Agencies: Organize multiple job positions and candidate flows across clients. Startups and Small Businesses: Build a hiring structure without investing in complex or expensive applicant tracking systems (ATS). Talent Acquisition Managers: Align hiring with organizational growth and gain visibility into recruitment bottlenecks. Views and Workflows to Maximize Efficiency Kanban View by Hiring Stage: Track candidates across various recruitment phases like Applied, Interviewing, Offered, and Hired. Calendar View for Interviews: Schedule and manage interviews and deadlines visually on a timeline. Open Roles Dashboard: Monitor all open positions and hiring metrics in one consolidated view. Recruiter Performance View: See the number of roles closed and candidates processed by each recruiter. Stackby Advantages With Stackby’s automation, filtering, and linking features, the Recruitment Strategy Template becomes more than just a tracker. You can: Use form views to allow candidates to apply directly into the database. Automate alerts to notify recruiters when a candidate reaches the next stage. Integrate with tools like Gmail, Slack, or job boards for seamless workflow. Additionally, real-time collaboration makes it easy for HR teams, department heads, and interviewers to stay aligned without back-and-forth communication. Final Thoughts The Recruitment Strategy Template helps turn your hiring process into a strategic, repeatable, and collaborative operation. Whether you're hiring one role or scaling a department, this template gives you the tools to plan better, track faster, and hire smarter. Empower your team to attract and retain top talent by organizing your entire recruitment pipeline in Stackby—start using this free template today. Would you like assistance setting up automation workflows or example data within this recruitment template?  

Hiring the right talent at the right time is essential for any growing organization. But let’s face it—managing recruitment across multiple tools, spreadsheets, and emails often leads to missed follow-ups, inconsistent evaluation, and loss of top candidates. Enter the Recruitment Pipeline Management template by Stackby—a powerful, no-code solution designed to help you streamline every stage of your hiring workflow, all in one place. Whether you’re a recruiter, HR professional, or team lead managing your own hiring pipeline, this customizable template empowers you to visualize, track, and automate your entire hiring process—from job openings to onboarding. Key Features of the Template: 1. Centralized Candidate DatabaseNo more scattered resumes or inconsistent candidate data. Log all applicant information including contact details, resume links, job positions applied for, current status, source of application, and more—all in a centralized table. 2. Visual Interview Pipeline TrackerSwitch to Kanban view and get a drag-and-drop pipeline to manage stages like Applied, Screening, Interview, Offer, and Hired. Easily track where each candidate stands in the hiring funnel. 3. Integrated Task and Communication LogsAdd interview dates, assign interviewers, set reminders, and track communication touchpoints to ensure no candidate gets overlooked. You can also integrate with tools like Gmail or Slack via APIs to streamline follow-ups. 4. Resume & Document AttachmentsAttach resumes, cover letters, portfolios, and feedback forms directly within each candidate row. This ensures the entire team can access key documents without switching tools. 5. Role-wise Filtering & SortingFilter candidates based on job roles, experience level, or application status. Sort them by interview scores, dates, or departments to get quick insights and make decisions faster. 6. Customizable Views for Hiring TeamsCreate separate views for hiring managers, interview panels, or departments—each with filtered data relevant to them. No clutter, only clarity. 7. Onboarding Checklist IntegrationOnce a candidate is hired, use the onboarding checklist view to track welcome emails, documentation, equipment provisioning, and first-week tasks. Make their Day 1 smooth and delightful. 8. Automation & API SupportAutomate stage movements, email reminders, or status updates. Connect Stackby to 40+ services (like Google Calendar, Mailchimp, or Typeform) through built-in APIs or Zapier integrations. Benefits for Teams: Eliminate Chaos: Say goodbye to disorganized spreadsheets, missed emails, or inconsistent updates. Improve Collaboration: Share the database with your hiring team, assign tasks, and leave notes in real time. Faster Hiring Decisions: Visualize your entire hiring funnel to quickly identify bottlenecks and move faster. Custom Fit to Your Process: Whether you hire 5 or 50 candidates a month, the template scales to your workflow. Built-in Automation: Reduce manual tasks and improve response times by automating common actions. Remote-Ready: Perfect for distributed hiring teams—everyone stays on the same page with cloud-based access. Use Cases by Team Type: HR Teams: Track candidate pipelines across departments and roles. Coordinate with hiring managers and ensure timely onboarding. Recruitment Agencies: Manage clients’ job openings, applicant statuses, and interviews—customize it per client or role. Startup Founders: Stay hands-on with hiring while scaling the team, without investing in costly ATS software. Hiring Managers: Gain visibility on candidate progress, leave feedback, and align with HR at every stage. Operations Teams: Streamline internal hiring, internship drives, or contractor recruitment in an organized manner. Why Choose Stackby for Recruitment? Unlike traditional Applicant Tracking Systems (ATS), Stackby gives you the flexibility of spreadsheets, the power of databases, and the automation of modern SaaS tools—all in one. Build your hiring system exactly how your team works, not the other way around. Stackby’s Recruitment Pipeline Management template is the perfect place to start—no code required, no learning curve, and free to use. Get started today, and bring speed, structure, and visibility to your hiring process—all from one simple, collaborative template.  

Staff Attendance Template: Track and Manage Employee Attendance Efficiently Employee attendance tracking is a critical aspect of workforce management for businesses, schools, and organizations. Whether you need to monitor daily check-ins, track work hours, or manage absences, a structured system is essential. The Staff Attendance Template in Stackby offers a seamless and efficient way to record, analyze, and manage staff attendance, ensuring accurate tracking and compliance with work policies. Why Use the Staff Attendance Template? Managing staff attendance manually can be time-consuming and prone to errors. Using Stackby’s Staff Attendance Template, you can: Maintain accurate records of employee attendance, work hours, and leaves. Monitor attendance trends with real-time data tracking. Improve workforce productivity by identifying attendance patterns. Automate reports and streamline payroll calculations. Ensure compliance with company attendance policies. How the Staff Attendance Template Works in Stackby The template is designed to simplify attendance tracking with an easy-to-use structure that includes key tables for managing staff records effectively. Key Tables in the Staff Attendance Template Attendance Log – This table serves as the primary record for staff check-ins, check-outs, and total work hours. It includes: Employee Name Date Check-in & Check-out Time Total Hours Worked Leave Status (Absent, Present, Late) Notes (Optional) Employee Directory – Maintain a complete list of employees with details such as: Employee Name Department Job Role Contact Information Attendance Status Leave Tracker – Track employee leaves, including: Leave Type (Sick Leave, Vacation, Personal) Leave Duration Approval Status Remaining Leave Balance Reports & Analytics – Generate insights and reports based on attendance data, allowing managers to track performance, identify absenteeism trends, and streamline workforce planning. Key Features & Benefits Real-Time Attendance Tracking – Employees' check-ins and check-outs are recorded instantly, allowing for up-to-date attendance records. Automated Leave Calculation – Easily track leave balances and approvals without manual calculations. Customizable Views – Use filters to view attendance by department, individual employee, or date range. Seamless Integration – Connect with other tools or HR management systems via API to sync employee data. Automated Alerts & Notifications – Set up alerts for late arrivals, excessive absences, or leave approvals. Multi-View Options – Use Grid View for detailed data entry, Calendar View for visual attendance tracking, and Form View for employee check-ins. Real-World Use Cases HR Teams & Managers – Track attendance records, approve leaves, and generate reports to optimize workforce planning. Remote & Hybrid Workplaces – Monitor remote employee check-ins and work hours for flexible workforce management. Schools & Educational Institutions – Keep track of faculty and staff attendance for payroll processing and administrative purposes. Small Businesses & Enterprises – Simplify employee record-keeping and ensure compliance with company policies. Getting Started with the Staff Attendance Template Add Employee Information – Fill in the Employee Directory table with staff details. Record Attendance – Use the Attendance Log to enter daily check-ins, check-outs, and work hours. Monitor Leave Requests – Track and approve leave requests in the Leave Tracker. Generate Reports – Use analytics to gain insights into attendance trends and workforce productivity. Customize as Needed – Adjust fields, add integrations, or automate notifications based on your business needs.

Conducting annual reviews is essential for evaluating employee performance, providing constructive feedback, and setting growth targets. However, organizing the data, ensuring consistency, and creating a seamless review process can be time-consuming. The Annual Review Template in Stackby helps streamline performance evaluations, feedback, and goal tracking. This customizable and automated tool allows HR teams, managers, and team leads to stay organized and track employees' progress throughout the year. Whether you’re assessing individual performance or managing multiple team members, this template is designed to make the review process efficient and insightful. About the Template The Annual Review Template provides a structured framework for tracking and assessing employee performance. It includes multiple tables, each designed to capture specific aspects of an employee's journey within the organization: Employee Table – Contains key details like personal information, department, and performance history. Review Table – Logs the annual reviews with feedback, achievements, and areas of improvement. Goals Table – Tracks short-term and long-term goals and progress towards achieving them. Performance Metrics Table – Includes quantitative metrics like productivity, KPIs, and other performance indicators. With these tables, the template ensures a comprehensive approach to evaluating employees, from daily tasks to overall career growth. Why Use the Annual Review Template? Conducting annual reviews is a cornerstone of employee development and organizational growth. Yet, managing this process manually can lead to inconsistency, missed data, or confusion. Here’s why you should use this template: Streamline the Evaluation Process – Instead of relying on spreadsheets or handwritten notes, this template provides an organized platform for tracking performance reviews in real-time. Improve Feedback Delivery – Ensure feedback is clear, constructive, and consistent across all employees. Align Goals and Expectations – Track employee goals and match them with company objectives for mutual growth. Easily Share Results – Share review results directly with employees or stakeholders for transparency. How the Annual Review Template Works in Stackby This template is divided into several tables that work together to provide a complete picture of employee performance throughout the year. Here’s how each table functions: 1. Employee Table This table is the foundation of the template. It includes essential employee information such as: Name & ID – Identify each employee for easy reference Position & Department – Categorize employees by their roles and teams Join Date & Employment Status – Track employee tenure and status (active, on leave, etc.) Overall Rating – A general evaluation score that aggregates all performance metrics 2. Review Table Track individual performance reviews with detailed feedback in this table. Each review includes: Review Date – When the review took place Feedback Summary – Key insights from managers or peers Achievements – What the employee did well during the review period Areas of Improvement – Specific feedback for future development Rating (1-5) – A rating system to grade employee performance 3. Goals Table This table tracks short-term and long-term goals set for each employee. Features include: Goal Description – The specific target or objective Goal Deadline – When the goal should be achieved Progress Tracking – Monitor progress over time (e.g., 50% completed, on track, etc.) Completion Status – Mark goals as completed or still in progress 4. Performance Metrics Table Measure employee performance through various KPIs and metrics: Metric Name – e.g., sales target, project completion, etc. Target Value – The expected performance level Actual Performance – The employee’s real-world output or achievement Performance Evaluation – A comparison of the target vs. actual performance Key Features & Benefits Comprehensive Employee Overview – Capture all the relevant employee details in one table for easy access. Structured Reviews & Feedback – Document yearly evaluations and feedback with clarity. Goal Tracking – Track employees’ goals with clear deadlines and status indicators. Automated Performance Metrics – Log performance indicators like productivity and sales targets in an automated way. Customizable & Scalable – Adapt the template for different team sizes and departments. Collaboration Features – Share the review data with managers, HR, and even employees themselves. Real-World Use Cases HR Managers – Use this template to oversee the performance of all employees in an organization, simplifying the review process and ensuring consistency. Team Leaders – Track team performance, provide regular feedback, and align team goals with organizational objectives. Managers – Help managers set clear expectations and evaluate their team members' growth with detailed performance metrics. Employee Development Programs – Foster personal growth by tracking achievements and setting new career goals. Getting Started with the Annual Review Template Copy the template into your Stackby workspace Enter employee data such as names, roles, and departments into the Employee Table Schedule and log reviews using the Review Table Set goals for each employee in the Goals Table and track progress throughout the year Measure performance against KPIs using the Performance Metrics Table This simple yet effective workflow ensures that annual reviews are not only timely but also data-driven and valuable for employee development.