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Staff Attendance Template

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Staff Attendance Template

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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.

Other Related Templates

HR Calendar Template dashboard showing events, employees, and holidays Templates

HR Calendar

Managing HR activities can become overwhelming when multiple employees, events, and public holidays need to be tracked manually. The HR Calendar Template is designed to bring clarity, coordination, and structure to HR operations by providing a centralized view of all important dates and activities. This comprehensive and fully customizable template helps HR teams plan employee events, monitor participation, track leaves, and stay informed on public holidays — all in one place. Whether you're a startup HR team or a large organization, this template will help you stay proactive, improve team communication, and eliminate scheduling conflicts. About the Template This HR Calendar Template consists of three key tables: 1. Event Tracker Track all internal HR events such as onboarding sessions, training programs, performance reviews, offboarding, celebrations, and compliance training. Key Fields: Event Name  Event Type  Date Time  Related Employee Description Location  Status  2. Employees Maintain a detailed directory of employees to easily link them to HR events. Key Fields: Employee Name Employee ID  Department  Email  Phone Number  Join Date  Role  Status  3. Public Holidays Keep track of regional and national public holidays to avoid event conflicts and notify staff in advance. Key Fields: Holiday Name  Date   Key Features Centralized Calendar Management: View all events and holidays in one dashboard. Employee Linkage: Automatically link events to employee profiles for clear participation tracking. Event Categorization: Easily filter events by type such as onboarding, reviews, or training. Public Holiday Mapping: Align internal schedules with local holidays to avoid conflicts. Custom Status Tags: Monitor the progress of planned and completed events. Ready-to-use Filters & Views: Create calendar views, Kanban boards, or timeline visuals instantly. Use Cases HR Teams: Manage team events, interviews, training sessions, and employee onboarding. Team Leaders: Stay informed of HR activities that may affect department operations. Recruitment Teams: Schedule hiring events, interviews, and feedback sessions without overlap. Remote Work Environments: Sync HR events and holiday calendars across different regions. Benefits Reduces administrative overhead by consolidating scheduling into one system. Enhances team collaboration with clear visibility of HR activities. Helps ensure compliance by tracking mandatory training and evaluations. Minimizes scheduling conflicts with public holiday visibility. Improves onboarding experiences and employee engagement with structured planning. Easy to Customize The HR Calendar Template is built to be flexible. Add custom columns, integrate with your existing HRMS tools, or collaborate in real time with your team. Whether you're using it on Stackby or exporting to Excel, this template adapts to your needs. Make your HR management smarter and more organized — start with this HR Calendar Template today. Ideal for HR managers, admins, and team leaders who want to stay ahead of important dates and team coordination. Let me know if you'd like this content exported into a publishable webpage format (HTML/Markdown) or adapted for Stackby’s public template listing! 

Stackby Annual Review Template for efficient employee performance tracking. Templates

Annual review

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.

Applicant Tracking System template dashboard for recruiting and HR in Stackby Templates

Applicant Tracking System

e today. Between juggling resumes, scheduling interviews, and managing feedback from multiple stakeholders, the recruitment process often becomes overwhelming. That’s where an Applicant Tracking System (ATS) Template comes in. This ready-to-use template is designed to help HR teams, recruiters, and hiring managers streamline the end-to-end recruitment process. By consolidating candidate information, application statuses, interview scheduling, and feedback into a single, easy-to-use workspace, the ATS template ensures that hiring stays organized, transparent, and efficient. Features of the Applicant Tracking System Template Candidate Database Capture essential applicant details such as name, contact information, resume link, and role applied for. Add tags for skills, experience level, and source (job board, referral, direct application) to filter candidates quickly. 2 Application Pipeline Tracking Move candidates through structured stages: Applied, Shortlisted, Interview Scheduled, Interviewed, Offer Extended, and Hired/Rejected. Gain instant visibility into where each candidate stands in the recruitment funnel. 3 Interview Management Record interview dates, assign interviewers, and track outcomes. Use notes fields to capture interviewer feedback and candidate performance. 4 Collaboration & Ownership Assign recruiters or hiring managers to each candidate to ensure accountability. Use status updates to notify teams of changes in real time. AI Suggestions (Optional) Integrate AI-powered columns to auto-suggest candidate fit scores, highlight resume keywords, or recommend potential next steps. Benefits of Using the Applicant Tracking System Template Organized Recruiting: Replace scattered spreadsheets and emails with one centralized system for all hiring activities. Time Savings: Quickly filter and shortlist candidates based on criteria like experience, skills, or application source. Improved Collaboration: Ensure that HR, hiring managers, and interviewers are always on the same page. Better Candidate Experience: Keep track of follow-ups, feedback, and status updates to ensure no applicant is overlooked. Data-Driven Hiring: Use reports to measure metrics such as time-to-hire, source effectiveness, and candidate conversion rates. Use Cases HR Teams in Growing CompaniesAs startups and SMBs expand, hiring the right talent quickly becomes crucial. The ATS template helps them manage applications without expensive recruiting software. Recruitment AgenciesAgencies juggling multiple clients can use the template to track applicants per client, ensuring organized pipelines for each account. Corporate Hiring ManagersLarge organizations can integrate the template into existing workflows to maintain oversight of high-volume recruitment campaigns. Remote & Distributed TeamsWith centralized candidate tracking, remote teams can collaborate seamlessly on hiring decisions regardless of location. Freelance RecruitersIndependent recruiters can use this lightweight system to maintain candidate databases and present organized shortlists to clients. Why Choose This Template? The Applicant Tracking System Template combines structure, flexibility, and simplicity. Unlike complex and expensive ATS software, this template gives you a customizable, cost-effective, and user-friendly system that adapts to your hiring needs. Its modular design ensures that you can start small and scale as your recruitment grows. Whether you’re managing a handful of candidates or hundreds, the template provides the clarity and structure you need to stay on top of your hiring pipeline. You also gain the advantage of customization—add new fields like salary expectations, cultural fit scores, or custom hiring stages to match your recruitment process. And with built-in AI support, you can enhance decision-making with smarter candidate insights. Conclusion Efficient hiring is critical to building strong teams and scaling organizations. The Applicant Tracking System Template helps you manage candidates, track progress, and make better hiring decisions—without the complexity of traditional ATS software. By centralizing applicant data, automating parts of the pipeline, and providing real-time collaboration tools, this template empowers recruiters and HR professionals to hire smarter, faster, and with confidence. Start using this free-to-use ATS template today to bring order, efficiency, and transparency to your recruitment process. 

Simple Applicant Tracker Template By Stackby Templates

Simple Applicant Tracker

Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. C??heck how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily. 2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time. Here are some of the advantages of using a simple candidate application tracking system: 1. Reduces time to hire. The job application tracker spreadsheet will increase the speed of your selection process, as it reduces the time you would have to spend on administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule. Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/business can be an exciting job. Do not make it cumbersome by depending on spreadsheets . Use our applicant tracking system template and find the best employees who suit your organization’s ethics and work culture. Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  

Agency Talent Management Template By Stackby Templates

Agency Talent Management

In a marketplace that is increasingly becoming employee-centric, finding, recruiting, and retaining the best talent has become essential for any company or agency. Regardless of the size, nature, and scope of the business you run, your employees are the building blocks of your organization. The goals and objectives of any company are fulfilled because of the combined effort of everyone involved. A talent management template can prove to be quite useful for any talent management agency and help increase productivity.  What is talent management? Talent management is the systemic and well-defined process of identifying the vacant position in your company, finding and recruiting the most suitable and talented candidate, developing the skills and expertise of this employee to match the position, and retaining him for a long period, thereby reducing employee turnover. Strategic and well-planned talent management can play a huge role in the accomplishment of the vision and mission of your company. It strengthens the organizational structure and gives you an edge over your competitors! Usually, a lot of organizations turn to a talent management agency to help hire new talent or manage the existing ones! Won’t it be easier to do it all by yourself? Looking for a software or template to help you manage the wide talent pool of your company? Well, you’ve come to the right place. Stackby has created an Agency Talent Management Template for this exact purpose.  How can you use this Agency Talent Management Template to streamline and consolidate your talent management process? Using this template, you will be able to: Record the details of all your team members in one place. Store the name of the team member and the corresponding talent category (Web Development/ Content Creation/ Sales Management/ PR Management/ Brand Management/ etc.). You can also record the current job title of each employee and change it as and when required. Add the contact details of your team members to the template to facilitate smooth communication. Record the date of availability for each team member. Add the sample/ portfolio work of each member to the template. This will allow you to understand their talent and proficiency in a particular area. Record the projects and the clients that have been assigned to each team member. You can also track the total number of each that has been allotted to a team member. Using this data, you can monitor the distribution of work in the team. Record the name and contact details of all your current and potential customers. Check whether they are an existing client or not and the corresponding industry category (Media/ Finance/ Software/ Electronics/ Manufacturing/ Food/ etc.). Add the current location of each customer and the projects assigned by them. You can also record the type of project. Record the details of all customer’s projects and their current status (Agreement Not Signed/ Negotiation/ Agreement Signed/Proposal Sent). This template is not specifically made for agencies but is built to adopt for any organization's talent management process. 

HR Team Project Tracker Template for managing HR tasks and projects efficiently. Templates

HR Team Project Tracker

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!

Employee Performance Management Template | Stackby Templates

Employee Performance Management

Are you ready to transform the way you manage performance? Stackby's Employee Performance Management Template is the secret weapon you've been waiting for. It's not just another spreadsheet – a performance orchestra, harmonizing goals, feedback, and growth.  Empower your team, fuel their ambitions, and conduct a symphony of success that resonates throughout your organization. What is Employee Performance Management? Employee Performance Management is the process that involves setting clear performance goals, measuring and evaluating employee performance, providing feedback and coaching, and taking necessary actions to improve performance.  It is a systematic approach that organizations employ to ensure that employees are aligned with the company's objectives and working towards achieving desired outcomes. What is an Employee Performance Goal? Employee performance goals are specific objectives set by managers and employees to improve performance and contribute to the organization's overall success. These goals provide a clear direction for employees, aligning their efforts with the company's objectives. Why is it Important to Carry Out Performance Evaluations at Work? Performance evaluations play a vital role in assessing and improving employee performance. They provide an opportunity to review achievements, identify areas for development, and align individual goals with organizational objectives.  Regular evaluations foster growth, enhance productivity and enable effective workforce management. Unveiling Details About Stackby's Employee Performance Management Template Stackby's Employee Performance Management Template is designed to simplify and streamline the process of managing and evaluating employee performance.  It provides a comprehensive solution to set goals, track progress, and provide continuous feedback, empowering organizations to drive performance and achieve excellence. You can even do a monthly employee check in template.  Who can use Stackby Employee Performance Management Template ? This template suits businesses of all sizes and industries, prioritizing optimizing employee performance. It benefits HR managers, team leaders, and supervisors responsible for managing employee performance and ensuring alignment with organizational goals. Why Do You Need Stackby's Employee Performance Management Template? Clearly define performance goals for individual employees, ensuring alignment with the company's objectives. Monitor and track each employee's progress toward their goals, enabling timely intervention and support. Facilitate ongoing feedback and coaching to guide employees in achieving their performance goals. Foster effective communication between managers and employees, encouraging transparency and collaboration. Identify areas for improvement and provide targeted training and development opportunities to enhance employee skills. Conduct periodic performance evaluations to assess achievements, identify strengths, and address improvement areas. Maintain a centralized employee directory, including crucial information such as photos, tenure, job titles, and department details. Tables Included in Our Employee Performance Management Template Employee: This table lets you maintain a comprehensive employee directory, including essential details such as names, photos, joining dates, job titles, and departments. Performance: It helps you track and record individual employee performance data, including feedback and evaluation scores. Besides the Link Column Type, the Employee Performance Management Template supports other relational column types, including Lookup and Aggregation.  The Lookup function allows you to retrieve specific information from one table to another, enhancing data visibility and eliminating the need for manual data entry.  On the other hand, the Aggregation feature enables you to calculate and summarize performance metrics across multiple employees or teams, providing valuable insights into overall performance trends and benchmarks. 3 Ways to Customize Our Employee Performance Management Template Include relevant performance indicators to measure progress and assess achievements effectively. Customize feedback fields and options to capture valuable insights and suggestions. Utilize the link column type to connect employee information with performance data, enabling seamless navigation and analysis. Don't Wait Any Longer to Optimize Your Employee Performance Management Processes! Get started with Stackby today and experience a seamless and efficient way to manage and evaluate employee performance!

HR Agency CRM Template for managing job orders, candidates, and placements. Templates

HR Agency CRM

Managing a recruitment agency requires handling multiple job orders, tracking candidates, coordinating with clients, and ensuring smooth placements. Without a centralized system, HR agencies often face challenges like disorganized candidate records, inefficient job tracking, and difficulty in managing placements. Stackby’s HR Agency CRM Template provides a comprehensive solution for recruitment firms to streamline hiring workflows, manage candidate pipelines, track job orders, and optimize client relationships—all in one place. Why Use This HR Agency CRM Template? Recruitment agencies often struggle with: Scattered candidate data – Difficulties in tracking applicant progress across different job orders. Inefficient job order management – No structured system to organize job postings and department-specific roles. Client relationship challenges – Lack of a centralized client database for communication and feedback. Placement tracking difficulties – Unclear visibility on placed candidates and open positions. This HR Agency CRM Template eliminates these issues by offering customizable tables, automated workflows, and structured candidate tracking. How This Template Works in Stackby The HR Agency CRM Template consists of four key tables: 1. Job Order Table Manages job openings and department-specific hiring needs. Job Orders View – Lists all job openings with details like position, department, and urgency. Job Departments View – Organizes job orders by department for better classification. 2. Candidates Table Tracks applicants and their status throughout the recruitment process. Candidates View – Stores all candidate details, resumes, and job applications. Candidate Profile View – Displays detailed profiles with skills, experience, and assessments. List View – Helps recruiters filter and shortlist candidates. Status View – Categorizes candidates based on their hiring stage (Applied, Interviewed, Hired, Rejected). 3. Clients Table Maintains a database of clients who are hiring. Stores client details, contact information, and hiring preferences. Helps recruiters track interactions and feedback from hiring managers. 4. Placement Table Tracks successful candidate placements. Placement Record View – Logs placements with job details, company, and salary. Placed Candidates View – Lists candidates who have secured jobs. Key Features & Benefits Structured Candidate Tracking – Organize candidates by job application status. Efficient Job Order Management – Manage job postings and departmental hiring needs. Client Relationship Management – Keep track of client interactions and feedback. Placement Tracking – Monitor placed candidates and hiring success rates. Custom Views & Filters – Easily switch between different recruitment stages. Collaboration & Automation – Assign recruiters, update statuses, and set reminders seamlessly. Who Can Benefit from This Template? Recruitment Agencies – Manage multiple job orders, candidates, and placements efficiently. HR Consultants & Freelancers – Streamline hiring for multiple clients. In-House HR Teams – Organize internal recruitment workflows. Staffing Firms – Track temporary and permanent placements. Getting Started Copy the HR Agency CRM Template into your Stackby workspace. Enter job orders in the Job Order Table and categorize them by department. Add candidate details, resumes, and track progress in the Candidates Table. Maintain client information and feedback in the Clients Table. Track successful hires in the Placement Table and monitor hiring trends.

Job Requisition Form Template By Stackby Templates

Job Requisition Form

The HR department of a company is responsible for finding, screening, and hiring the best candidates for every other department. What does a department do if it wants to recruit new employees? How does it communicate its hiring needs to the HR department? The answer to the question is – Job Requisition Form! What is a job requisition? Job requisition is the first step in the recruitment process. It is an internal document that acts as a formal request for a new position. Departmental managers use it to request the hiring of a new employee. Departmental managers fill out a requisition when they want to create a new position or fill an existing department position. It streamlines the recruitment process and helps a company in prioritizing its hiring needs. A job requisition will include a wide range of information starting from the department you’re hiring for, the manager’s details, the reason for recruitment, nature of the job, the expected salary range, the potential date of joining, and the list of qualifications required and so on. Job requisition is essential for a company as it formalizes the hiring process and lays down the department’s needs to the hiring manager. It enhances the transparency of the company’s HR department and even allows them to measure their recruiting KPIs easily! However, if your company’s different departments follow their job requisition format, the entire process becomes quite cumbersome. To solve this issue and help you manage multiple job requisitions, Stackby is here with its custom-made Job Requisition Form Template! This template provides you with a standard format for an employee requisition form that can be used by all your departments for their hiring needs. Apart from this, you can also keep track of all the current job requisitions in one place easily! How will Stackby’s Job Requisition Form Template help you and your team members?  Using this employee requisition form template, you will be able to: Track the multiple job requisitions on a single interface. Record the date on which the requirement was posted. Store the title of the position you want to fill. You can also record the corresponding department that has made the job requisition. Track the type of opening and check if it’s an urgent hire. This will help your HR department prioritize its time and resources towards critical positions. Store the reasons for recruitment and the responsibilities that will form a part of this position. Record the details of the supervising officer for each job. Add the educational and other qualifications required for a job. Check the current status of each job requisition to see if it has been approved or not. Monitor, track, and update the details as and when required. Job requisition is highly essential for a company, and we have created the perfect tool to help you with it. Start using the Job Requisition Form template today to streamline your critical HR process. Checkout other related Templates :Agency Template Management Daily Attendance Sheet 

Employee Directory Template - Stackby Templates

Employee Directory

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 