Personnel Clerk Templates

Personnel Clerk Templates

There is a huge number of templates that someone in the Personnel Clerk 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 Clerk. 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 Form
2. Job Application Template
3. Performance Evaluation Form
4. Time Sheet Template
5. Payroll Spreadsheet
6. Training Attendance Sheet
7. Employee Handbook Template
8. Exit Interview Form
9. Vacation Request Form
10. Employee Benefits Enrollment Form

Reports

Reports are often prepared by a Personnel Clerk 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. New Hire Report
4. Termination Report
5. Performance Evaluation Report
6. Training Needs Assessment Report
7. Employee Benefits Report
8. Time-off Request Report
9. Employee Turnover Report
10. Compliance Audit Report

SOPs

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 Clerk does and how they do it.

1. New Employee Onboarding SOP
2. Employee Performance Evaluation SOP
3. Employee Leave Management SOP
4. Employee Benefits Administration SOP
5. Employee Training and Development SOP
6. Employee Records Management SOP
7. Employee Grievance Handling SOP
8. Employee Termination and Exit Process SOP
9. Employee Attendance Tracking SOP
10. Employee Policy and Procedure Communication SOP

Presentations

Personnel Clerk 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. Benefits and Compensation Overview Template
4. Training and Development Progress Report Template
5. HR Policy and Procedure Update Template

Legal Docs

There are several key times when a Personnel Clerk 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 Clerk ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Employee Training Record Template
4. Hazard Identification Template
5. Emergency Response Plan Template

Calendars

Setting up Personnel Clerk 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 Clerk 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 Deductions Invoice
3. Overtime and Bonus Invoice
4. Reimbursement and Expense Invoice
5. Training and Development Invoice

Survey Templates

For a Personnel Clerk to get insights related to the work they do, they need to send out Personnel Clerk 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 Clerk 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. New Employee Orientation Meeting
2. Performance Review Meeting
3. Training and Development Meeting
4. Employee Benefits Meeting
5. Staff Meeting

Budget Templates

To manage finances well, a Personnel Clerk 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 Relations and Engagement Budget Template

Dashboards

Dashboards are a useful way for a Personnel Clerk 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. Attendance and Leave Management Dashboard
5. HR Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Clerk 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. Employee Benefits Proposal
4. Performance Evaluation and Appraisal Proposal
5. Employee Engagement and Retention 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 Clerk 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.