Personnel Administrator Templates

Looking for Personnel Administrator Templates to download? See the main templates that a Personnel Administrator would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Personnel Administrator Templates

There is a huge number of templates that someone in the Personnel Administrator role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Personnel Administrator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Employee Information Template
2. Job Application Template
3. Performance Evaluation Template
4. Training Schedule Template
5. Attendance Tracker Template
6. Payroll Spreadsheet Template
7. Employee Benefits Template
8. Exit Interview Template
9. Recruitment Tracker Template
10. Employee Handbook Template


Reports are often prepared by a Personnel Administrator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Employee Attendance Report
2. Payroll Summary Report
3. Employee Performance Report
4. Training and Development Report
5. Employee Turnover Report
6. Recruitment and Hiring Report
7. Benefits Utilization Report
8. Employee Satisfaction Survey Report
9. Compliance and Legal Report
10. HR Metrics and Analytics Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Personnel Administrator does and how they do it.

1. Employee Onboarding SOP
2. Performance Evaluation SOP
3. Leave Management SOP
4. Recruitment and Selection SOP
5. Training and Development SOP
6. Employee Grievance Handling SOP
7. HR Policy and Procedure SOP
8. Compensation and Benefits SOP
9. Employee Separation SOP
10. HR Data Management SOP


Personnel Administrator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Employee Performance Review Template
2. New Hire Orientation Presentation Template
3. Employee Benefits Overview Template
4. Diversity and Inclusion Training Template
5. HR Policy and Procedure Update Template

Legal Docs

There are several key times when a Personnel Administrator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Performance Evaluation Template
4. Employee Handbook Template
5. Termination Letter Template

Health & Safety Templates

Health & Safety templates for a Personnel Administrator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template


Setting up Personnel Administrator calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Employee Attendance Calendar
2. Training and Development Calendar
3. Recruitment and Hiring Calendar
4. Performance Evaluation Calendar
5. Benefits and Leave Calendar

Invoice Templates

Several types of Personnel Administrator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Employee Salary Invoice
2. Benefits and Insurance Invoice
3. Recruitment and Hiring Invoice
4. Training and Development Invoice
5. Employee Expense Reimbursement Invoice

Survey Templates

For a Personnel Administrator to get insights related to the work they do, they need to send out Personnel Administrator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Training Needs Assessment Survey
3. Performance Evaluation Survey
4. Exit Interview Survey
5. Diversity and Inclusion Survey

Meeting Agendas

Having premade Personnel Administrator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Performance Review Meeting
3. New Employee Orientation Meeting
4. Training and Development Meeting
5. HR Policy and Procedure Review Meeting

Budget Templates

To manage finances well, a Personnel Administrator would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Payroll Budget Template
2. Employee Benefits Budget Template
3. Recruitment and Hiring Budget Template
4. Training and Development Budget Template
5. Employee Engagement and Retention Budget Template


Dashboards are a useful way for a Personnel Administrator to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Employee Performance Dashboard
2. Recruitment Metrics Dashboard
3. Training and Development Dashboard
4. Employee Engagement Dashboard
5. HR Compliance Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Administrator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Employee Training and Development Proposal
2. Recruitment and Hiring Proposal
3. Performance Management Proposal
4. Employee Benefits Proposal
5. Diversity and Inclusion Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Personnel Administrator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,