HR Onboarding & Leave Tracker Toolkit — Excel Workbook + Guide
HR Onboarding & Leave Tracker Toolkit — Excel Workbook + GuideStop losing new hires to a missing checklist, and stop losing an afternoon every month reconciling leave balances by hand.This toolkit gives you one Excel workbook that runs your entire onboarding process and staff leave tracking — with a dashboard that updates itself. No HR software subscription. No macros. No add-ins. Works in Excel and Google Sheets.WHAT'S INSIDE📊 HR_Onboarding_Leave_Tracker.xlsx The core of the toolkit. Four connected tabs: Employees — your master list: department, start date, employment status, leave entitlement, manager Onboarding Checklist — 14 ready-to-use tasks per new hire across Pre-boarding, Day 1 Setup, Week 1, and Follow-up, each with an owner, due date and status Leave Tracker — log every leave request once; days, type and approval status calculate automatically Dashboard — live onboarding progress and leave balances per employee, with two auto-updating charts Every colored cell is a formula. You only ever type into the white cells. Add a new employee any time and every tab updates itself — nothing to rebuild.📘 The Complete Guide (PDF) A full walkthrough of how to run onboarding and leave tracking properly: The 4 onboarding phases worth tracking separately, and who should own each one Why the 30-day and 90-day check-ins matter more than day one — and why they're the first thing that gets skipped How to separate annual, sick, unpaid and parental leave so your reporting doesn't quietly become wrong The most common tracking mistakes that damage retention without anyone noticing 📄 1-Page Cheat Sheet (PDF) A printable quick reference: the 4 onboarding phases, leave-type rules, and a 5-step new-hire setup checklist for the workbook.WHO THIS IS FORSmall business owners, office managers, and HR generalists who are currently tracking onboarding and leave in scattered emails, sticky notes, or a spreadsheet that's grown into a mess. If you manage anywhere from 3 to 50 people and don't need (or don't want to pay for) a full HR platform, this replaces the two spreadsheets you'd otherwise have to build yourself.WHY EXCEL, NOT SOFTWARENo monthly subscription. No new login for your team to learn. No data sitting on someone else's server. Just a workbook that already has the structure, formulas and dashboard built in — you fill in your people and it does the rest.A NOTE ON COMPLIANCEThis toolkit is a tracking structure, not legal advice. Leave entitlements and onboarding documentation requirements vary by country — confirm your specific obligations with a local HR/legal advisor.INSTANT DOWNLOAD — use it the same day, for unlimited employees, forever.
Get it → marian78sk.gumroad.com