Recruiting Pipeline Template

Free Annual Review for HR Teams 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.

Free Staff Attendance for HR Teams  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.

Recruitment is the process of hiring the right candidates for the right positions in your company. Employees form the backbone of any form of business. Hence, companies have to make sure that the candidate's capability matches the responsibility that will be assigned to him or her. Hiring is one of those processes that feels manageable until it suddenly isn't. When you're filling one role with a handful of candidates, a shared spreadsheet works fine. When you're managing three open positions, 80 applicants, four interviewers, or a hiring manager who wants a status update every other day — a spreadsheet stops being a tool and starts being a liability. Candidates fall through the cracks. Interview feedback lives in email threads you can't find. You can't tell whether a specific candidate has been rejected or just hasn't been scheduled yet. Your recruiter knows the pipeline; nobody else does. And when the hiring manager asks why it's been six weeks since you posted the role, you're assembling the answer from three different places instead of having it ready in 30 seconds. Stackby's Recruitment Tracker Template gives your entire hiring team a real-time, organized view of every open role and every candidate in the pipeline. It's designed to handle the actual complexity of modern recruiting — without requiring you to learn a dedicated ATS or pay for one. A Complete Guide to Recruitment Tracking: What to Capture and Why An effective recruitment tracker isn't just a list of names. It's a structured record of every step in your hiring process that lets you answer any question about any candidate in seconds. Here's what it should capture: Candidate Information: Full name, contact information (email, phone, LinkedIn), source (job board, referral, direct outreach), and resume attachment. This is your baseline — get it right from the first submission. Applied Date: The date a candidate entered your pipeline matters more than people think. It lets you calculate time-to-fill, identify when a process is dragging, and find candidates who've been waiting too long for a response. Role Applied For: Every candidate record should be linked to a specific open role. This lets you see your full pipeline per role — how many applicants, how many at each stage, and how close you are to a hire. Interview Rounds: Track each stage of your interview process — recruiter screen, hiring manager interview, technical assessment, panel interview, reference check — as a status progression with dated entries. You should be able to tell, for any candidate, exactly what stage they're at and what happened in each prior stage.Status: A clear, standardized status field is the heartbeat of any recruitment tracker. Common statuses: Applied, Screening, Phone Screen Scheduled, Phone Screen Complete, Hiring Manager Interview, Technical Round, Final Round, Offer Extended, Offer Accepted, Offer Declined, Not Proceeding, On Hold. Salary Range and Expectations: Track both the role's budgeted salary range and the candidate's stated expectations. Catching mismatches early saves everyone time. This field is sensitive and should be permission-restricted. Recruiter Assignment: Linking each candidate to an owning recruiter keeps accountability clear and prevents duplicate outreach. Interview Feedback Notes: Structured feedback fields make hiring decisions defensible. Consider separate fields for budget fit, technical assessment, culture fit, and overall recommendation. Next Action and Next Action Date: Every active candidate should have a defined next action and a date by which it should happen. This field prevents candidates from stalling in your pipeline without anyone noticing.Companies devote a substantial amount of their time and resources towards their recruitment process to attract and hire the best talent. To ensure a smooth and efficient recruitment process , you need a recruitment tracker that will allow you to record all relevant data in one place. Well, your search is over! Stackby’s Recruitment Tracker Template has been custom-made to track your recruitment process from start to finish. It gives you an overview of your company's open positions and details of the candidates that have applied for the same position. Key Features of the Recruitment Tracker Template • Kanban pipeline view by stage: See your full candidate pipeline as a visual board — one column per hiring stage. • Multi-role support with linked job records: Manage multiple open positions simultaneously with each candidate linked to their role. • Interview scheduling and feedback: Track scheduled interview dates, interviewers, and structured post-interview feedback all linked to the candidate record. • Recruiter assignment and workload view: See which recruiter owns which candidates and balance workload across your team. • Offer tracking and pipeline analytics: Track offer details and use rollup fields for offer acceptance rates, time-to-fill, and source effectiveness. How to Use This Template • Set up open roles: Create a record for each open position with job title, department, hiring manager, target start date, and salary range. • Add candidates as they apply:: Create a candidate record for each applicant with name, contact info, source, and applied date. Link to the role. • Move candidates through stages: Update status as they progress. In Kanban view, drag a card from one column to the next. • Log interview feedback: After each interview, the interviewer logs feedback directly in the candidate record — not in a separate email. • Track offers: When ready to extend an offer, update status and add offer details. Track acceptance, declines, and counter-offers. • Review pipeline health weekly:: Check candidates per stage per role, candidates without a next action, and average days per stage. Real-World Use Cases 1. Fast-Growing Startup: A 40-person startup uses this template to manage 12 simultaneous open roles. The Kanban board replaces a weekly status email that used to take 45 minutes to compile. 2. Recruitment Agency: A boutique recruiting firm tracks candidates across multiple client searches. Each client has their own base; the shared candidate database links prospects to multiple open searches when relevant. 3. Enterprise HR Department: An HR team uses Stackby alongside their formal HRIS for day-to-day recruiting coordination. The HRIS handles official records; Stackby handles live pipeline management. Using our Recruitment Tracker Template, you will be able to: Monitor the open positions in your company right now. Attach the job description document of each position to the recruitment plan template. Track the number of vacancies available under each position of your company. For example, for the position of Chief Financial Officer, there may be one vacancy available. However, for the position of Associate Developer, there are eight vacancies currently available. Monitor the level of requirement for each position (Low/ Medium/ High). Track the current status of a particular position (Open/ Interviewing/ On Hold/ Canceled). Record the details of the manager who is taking care of the recruitment process of a position . Store their contact details to avoid any form of communication gap. Add notes, if necessary, regarding each position. Store the details of the candidates that have applied for each position. Attach each applicant's picture to the recruitment tracker template and store their contact details in the template itself. Keep a record of each applicant's positions and attach their CV to the template to facilitate easy access . Record the interview date for each applicant. This will allow you to allot time for each applicant and schedule the interviews accordingly. Rate the candidate according to the interview already conducted and record the name of the interviewer too. Record the phone interview score of each applicant (Good/ Strong/ Rejected/ Reconsider/ Probably Hire). You can also track the application process's current status (Decision Pending/ No Hire/ Hired/ In-Person Interview).? Try Stackby's Recruitment Tracker free — switch from Excel in under 10 minutes. Frequently Asked Questions 1. Can I use this recruitment tracker for free?Yes. Stackby's free plan includes this template with core features - unlimited collaborators, multiple views, and up to 1,500 records per base. Most small teams find the free plan more than sufficient for their recruiting needs. 2. Is this a recruitment tracker google sheet template free alternative?Stackby is a strong alternative to both excel and Google Sheets recruitment trackers. Unlike Google Sheets, it offers relational record-linking (candidates linked to roles), native Kanban view, and permission-based access control. Stackby has a free tier and no required setup time. 3. Does this work for teams or just solo recruiters?It's specifically designed for teams. Multiple recruiters can update simultaneously, hiring managers can access their role's pipeline without seeing sensitive compensation data, and permission controls let you configure exactly who sees what. 4. Can I add custom hiring stages for our specific process?Absolutely. Whether your process has 3 stages or 9, you define the stages, their names, and their order. You can also add custom stages per role. 5. Is this a replacement for an ATS?For small teams under 50 employees, Stackby handles the core functions of an ATS at a fraction of the cost. For high-volume recruiting, compliance-heavy environments, or companies needing candidate portals and automated email sequences, a dedicated ATS may be more appropriate. Stackby’s Recruitment Template is user-friendly and easy to understand. Collaborate with your HR team and start using it today! 

Free HR Team Project Tracker for HR Teams  Is your HR team constantly grappling with the challenges of project management? Are you tired of the never-ending cycle of missed deadlines, miscommunication, and scattered information? Look no further! Stackby's HR Project Plan Template is your secret weapon to tackle these hurdles head-on. With this human resource management plan template, you can easily stay on top of your HR initiatives, boost productivity, and achieve remarkable project outcomes. What is HR Tracking? HR tracking refers to the systematic process of monitoring and managing various HR activities, projects, and tasks within your HR organization. It involves closely monitoring the progress, timelines, and resources allocated to HR initiatives. Importance of HR Tracking Effective HR tracking is crucial for the smooth functioning of human resource management. It helps ensure that projects are delivered on time, resources are utilized efficiently, and team members are aligned toward common goals. With proper tracking, HR teams can stay organized, identify bottlenecks, and make data-driven decisions to drive success. A Brief Overview of Stackby's HR Team Project Tracker Template HR Project Plan Template by Stackby is a comprehensive solution designed to simplify HR project management. It provides a centralized platform where you can track and manage all your HR activities, projects, and teams efficiently. Who is This HR Team Project Tracker Template for? This HR Project Plan template is ideal for HR teams and professionals who want to streamline their project management processes. Whether you're handling recruitment initiatives, employee training programs, performance evaluations, or any other HR projects, it will help you stay on track and ensure the successful completion of your tasks. Why Do You Need Stackby's HR Team Project Tracker Template? Centralize your HR initiatives, tasks, and projects in a single location for easy access and efficient management. Monitor each project's status, timelines, and milestones to ensure they stay on schedule and meet their objectives. Keep a close eye on task assignments, deadlines, and task statuses, ensuring accountability and timely completion of HR project deliverables. Gather and organize project-related data, generate insightful reports, and gain valuable insights to improve HR project performance and decision-making. Ways to Customize Our HR Team Project Tracker Template Customize the table columns to match your specific HR project tracking requirements. Set up different views to filter and visualize data based on project status, priority, or other criteria relevant to your HR projects. Leverage Stackby's formula and automation features to automate calculations, notifications, and repetitive tasks, saving time and reducing manual effort. Enhance the functionality of this HR Project Plan template by integrating it with other apps and utilizing Stackby's power-up features. Set up automated reminders and notifications for important project milestones, deadlines, or task assignments to keep your team on track. Table Included in Our Human Resource Management Plan Template Tasks: This table allows you to track individual tasks, assign owners, set due dates, and monitor progress. Projects: It helps you to manage multiple HR projects, set objectives, define timelines, and track overall project status. Team: With its aid, you can maintain a record of team members involved in each project, their roles, etc. However, you get the option to link two tables using the Link Column Type to establish connections and create dependencies between tasks, projects, and team members. For example, you can link a task to the corresponding project, allowing easy navigation and reference between the two tables. Similarly, you can link team members to their assigned tasks or projects, enabling quick access to their information and enhancing collaboration within the HR project tracker. Ready to Uncover the True Potential of Your HR Projects? Choose Stackby's HR Project Plan Template as your go-to option to achieve this objective.Get started today for a seamless HR project tracking experience!

Free Internship Certificates for HR Teams  Internships play a crucial role in shaping careers by providing hands-on experience, and recognizing interns’ contributions with a professional certificate adds credibility to their achievements. However, manually creating and managing internship certificates can be time-consuming, error-prone, and inefficient. Stackby’s Internship Certificate Template simplifies the entire process by allowing organizations, businesses, and educational institutions to automate, customize, and issue professional internship certificates effortlessly. This template ensures accuracy, saves time, and maintains consistency in certificate issuance. Why Use This Internship Certificate Template? Many organizations struggle with: Time-consuming certificate creation – Manually designing and issuing certificates. Lack of consistency – Variations in formatting, missing details, or spelling errors. Data mismanagement – Tracking issued certificates across multiple interns. Inefficiency in bulk certificate generation – Repeating the same process for multiple interns. This template eliminates these challenges by offering a structured, automated solution. How This Template Works in Stackby The Internship Certificate Template consists of a structured system to help generate, track, and manage internship certificates. Intern Details Table – Store intern names, internship duration, project details, and supervisor names. Certificate Customization – Add company branding, signatures, and dynamic text fields. Automated Certificate Generation – Use pre-designed templates and fill in details dynamically. Certificate Status Tracking – Keep records of issued certificates and pending ones. Key Features & Benefits Pre-Designed Certificate Format – Professionally structured template ready for customization. Automated Certificate Generation – Eliminate repetitive manual work. Easy Customization – Modify names, internship details, company logos, and signatures. Error-Free Issuance – Reduce human errors in certificate creation. Bulk Processing Capability – Generate multiple certificates at once. Seamless Record Management – Keep track of issued certificates for verification. Who Can Benefit from This Template? Companies Offering Internships – HR teams and managers can issue certificates efficiently. Educational Institutions – Colleges and universities can certify student internships. Nonprofits & Training Programs – Organizations offering internships can provide official recognition. Freelancers & Consultants – Issue professional certificates for internship programs. Getting Started Copy the Internship Certificate Template into your Stackby workspace. Enter intern details, including names, internship duration, and project descriptions. Customize the certificate format with your logo, signatures, and dynamic fields. Generate and issue certificates automatically. Track all issued certificates for record-keeping.

Free Employee Training Plan for HR Teams Whether you run a start-up venture, a small business, or a well-established multinational company, your employees are your most valuable asset. Companies define their goals and objectives and devise comprehensive strategies to achieve the same.  It is the employees that execute these plans and produce tangible results for the organization. As a result, it is safe to say that you cannot build a company without employees. Due to the diverse and ever-changing nature of the market space, your employees need to be constantly trained and reskilled to maintain and enhance their productivity. This is the function of employee training.  Employee training management refers to the company’s continuous initiatives and efforts to improve its employee’s performance. Training adds to the skills, knowledge, and efficiency of the employees. It is paramount for the growth and development of any company. Stackby’s Employee Training Plan template helps organisations in this endeavor. Training can be given to new candidates who join your company or existing employees to improve their skills and refresh their knowledge. This will keep your workers up-to-date with the latest technologies and provide you with an edge over your competitors in the market. Why is employee training essential? Every company devotes substantial time and resources towards training their employees. The question arises: Why? Training adds and improves the skill set of your employees. It increases overall employee morale and level of job satisfaction. It increases their chances of promotion shortly. Training teaches the employees how to deal with complex and challenging situations. A well-trained employee is more likely to adopt an innovative and creative approach toward his or her job. Training reduces and eventually eliminates the need for tight supervision and control. Improves employee commitment and loyalty towards the company. Training can be done on the job or off the job. Regardless of its nature, an employee training plan helps a company retain the best talent and boost its revenue. Are you looking for a tool to help you manage and monitor your employee training plan? If your answer is yes, then you’ve come to the right place! With Stackby’s Employee Training Management Template, you can organize employee training programs easily! Using this training plan template, you will now be able to: Track the ongoing and upcoming training programs for employees. Record the location allotted for a particular training program (Conference room/ Meeting room/ etc.). Keep track of the departments participating in each training program (Marketing/ Sales/ Operations/ etc.). Record the date on which the program will be conducted. Store the names of the speakers who are a part of the training program. Record the details of your team members and the training programs they have participated till date. Store their contact details and track their attendance. Record the feedback received from each employee regarding a particular training program. Update the details as and when required.  Training your employees has never been so easy! Copy the stack and adopt this easy to use training plan template today.  Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form 

Free Performance Reviews for HR Teams  Manage Employee Performance Reviews with Ease on Stackby Performance reviews are essential for every growing organization. They align expectations, motivate employees, and foster a culture of continuous improvement. However, managing these reviews across spreadsheets, emails, and disconnected documents can lead to inefficiencies and missed opportunities. With Stackby’s Employee Performance Review Tracker, HR managers and team leads get a centralized, customizable workspace to streamline the entire review process—from setting goals to giving feedback and tracking progress. What is the Employee Performance Review Tracker? The Employee Performance Review Tracker is a ready-to-use Stackby template designed to help HR teams and managers efficiently track employee performance over time. It brings structure to performance appraisals, offering a collaborative and transparent view of every employee’s growth journey. Whether you're running annual reviews, quarterly check-ins, or project-based feedback cycles, this template adapts to your team's workflow and ensures every review is thorough, timely, and insightful. Key Features of the Template 1. Centralized Employee DatabaseMaintain a clean and organized view of your entire team, including role, department, manager, and review timelines. 2. Goal & KPI TrackingAdd performance objectives and key results (OKRs) for each employee. Monitor how employees are progressing towards their goals with custom status fields, due dates, and ratings. 3. Review Cycles & DeadlinesPlan and manage recurring reviews—quarterly, bi-annual, or annual—using built-in calendar and timeline views to avoid missed deadlines. 4. Qualitative & Quantitative FeedbackCollect feedback across multiple categories—leadership, communication, technical skills, and more—with dropdowns, rating columns, and text fields for manager notes. 5. Performance Scores & RatingsAutomate performance scoring by assigning numeric values to key attributes and calculating overall ratings. Use conditional formatting to visually differentiate high performers. 6. Attachments & DocsUpload review forms, goal sheets, and past evaluations directly to the employee record. Everything stays in one place—accessible when you need it. 7. Views for EveryoneCreate custom views for HR, managers, and team leads so that each stakeholder only sees what they need. You can filter by department, review cycle, or rating level. 8. Automation & RemindersSet automated reminders for review dates, follow-ups, or when an employee's next review cycle is due. Keep the process proactive and consistent. Benefits of Using Stackby for Performance Reviews Saves Time & Reduces Errors: Say goodbye to juggling multiple spreadsheets or missing key deadlines. Better Transparency: Keep track of all employee progress in one unified space accessible to the right stakeholders. Customizable & Scalable: Add columns, change fields, or tweak views as your performance process evolves. Data-Driven Decisions: Easily analyze review trends and employee growth metrics to guide promotions and development plans. Improves Employee Engagement: A consistent and organized review process shows employees that their growth is being tracked and supported. Use Cases Across Teams HR Departments: Standardize and document employee reviews across the organization. Team Leads & Managers: Give meaningful feedback and plan growth conversations backed by data. Startups & Growing Companies: Build a scalable and professional performance review process from day one. Remote Teams: Keep performance tracking streamlined and accessible, regardless of location. Why Choose Stackby? Unlike rigid HR tools or manual spreadsheets, Stackby offers the perfect balance between structure and flexibility. You get the power of a spreadsheet with the simplicity of a database and the collaboration of a project management tool—all in one. With Stackby’s Employee Performance Review Tracker, you can shape your performance evaluation process the way your team works. No more switching between tools or adapting your process to software limitations. Start managing employee performance reviews the smarter way. Use this free template on Stackby and elevate your HR processes today.  

Free IT Employee Onboarding for HR Teams  Efficient onboarding is vital to ensure new hires are equipped with the tools and information they need to become productive from day one. While HR handles the cultural and administrative aspects, IT departments are responsible for enabling access, provisioning hardware, and setting up the necessary systems. The IT Employee Onboarding Tracker by Stackby is designed to bring order, clarity, and collaboration to this process. This fully customizable template enables IT and HR teams to work together in a centralized space—tracking assets, credentials, onboarding progress, and documentation for every new employee. Whether you're onboarding a single hire or managing multiple joiners across departments, this solution provides a structured and scalable approach.  Key Elements Tracked in the Template 1. New Hire Details Start with the essential information: employee name, department, role, start date, manager, work location, and onboarding status. Use filters or grouping to organize hires by department or joining month. 2. Device & Asset Allocation Keep a detailed log of IT hardware assigned to each employee—laptops, monitors, headsets, phones, and more. Track issue date, serial numbers, condition, expected return date, and return status for efficient asset management. 3. Access and Tools Setup For each employee, list all required software and system credentials such as email, Slack, VPN, project management tools, and CRM platforms. Record the setup status, provisioning date, and the IT personnel responsible for each item. 4. Training and Orientation Track mandatory onboarding sessions and technical training. Include training names, dates, trainers, completion status, and comments. This ensures new hires are equipped with the necessary knowledge for their roles. 5. Documentation and Acknowledgment Ensure compliance by logging document submissions like NDAs, IT usage policies, data protection acknowledgments, and ID verification. Each entry includes submission date, file attachment, and approval status.  Template Capabilities and Views Status-Based WorkflowsAssign onboarding stages such as “Pending IT Setup,” “Access Granted,” “Device Delivered,” and “Onboarding Complete.” View team-wide progress in a Kanban layout or Grid view. Calendar & Timeline ViewsVisualize start dates, task deadlines, or asset return dates using calendar and timeline views. Ideal for planning ahead and avoiding last-minute issues. Linked RecordsConnect employee records with asset allocation, system credentials, and training schedules using linked columns. This creates a relational structure that enhances visibility and data management. Reminders and AutomationsUse Stackby’s automation features to set reminders for incomplete tasks or due dates for access setup and device returns, reducing manual follow-ups. Attachment SupportUpload offer letters, signed documents, ID proofs, or onboarding guides directly to each record, making it easy to retrieve key documents in one place. Benefits and Use Cases Unified Workspace for IT and HRCoordinate across departments in a single platform to reduce gaps in communication and task handoffs during onboarding. Improved AccountabilityAssign individual responsibilities and track the progress of each task, from issuing hardware to setting up accounts. Standardized Onboarding ProcessDefine and follow a consistent onboarding process regardless of department, location, or role—ensuring all employees get what they need. Remote Onboarding ReadySupport distributed teams by organizing shipping schedules, remote access setup, and virtual training in a central system. Auditable Records and ComplianceMaintain accurate records for audits, IT policy adherence, and equipment accountability. Who Should Use This Template? IT Managers overseeing employee technology provisioning HR and People Operations teams managing onboarding logistics Startups and growing companies aiming to standardize their onboarding process Remote-first organizations managing distributed hires With the IT Employee Onboarding Tracker, your team can bring structure and visibility to one of the most critical moments in an employee’s journey. It’s more than just a task list—it’s your all-in-one workspace to ensure a successful and stress-free onboarding experience. 

Free Employee Engagement Survey for HR Teams Manage all your employee engagement surveys within your organization in a single place. 

Free Employee Directory for HR Teams 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