Personnel Manager Templates

Personnel Manager Templates

There is a huge number of templates that someone in the Personnel Manager 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 Manager. 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 Performance Evaluation Template
2. Job Application Form Template
3. Employee Onboarding Checklist Template
4. Employee Attendance Tracker Spreadsheet
5. Employee Training Plan Template
6. Employee Exit Interview Template
7. Employee Benefits Enrollment Form Template
8. Employee Vacation Request Form Template
9. Employee Disciplinary Action Form Template
10. Employee Salary Review Template

Reports

Reports are often prepared by a Personnel Manager 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. Performance Evaluation Report
4. Training Needs Assessment Report
5. Employee Turnover Report
6. Recruitment Metrics Report
7. Diversity and Inclusion Report
8. Employee Satisfaction Survey Report
9. HR Compliance Report
10. Benefits Utilization 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 Manager does and how they do it.

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

Presentations

Personnel Manager 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. Diversity and Inclusion Training Template
4. Employee Benefits and Compensation Overview Template
5. HR Policy and Procedure Update Template

Legal Docs

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

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

Calendars

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

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

Invoice Templates

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

1. Employee Salary Invoice
2. Recruitment Fee Invoice
3. Training and Development Invoice
4. Benefits and Insurance Invoice
5. Consulting Services Invoice

Survey Templates

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

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

Meeting Agendas

Having premade Personnel Manager 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 Manager 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

Dashboards are a useful way for a Personnel Manager 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 Analytics Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Manager 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 Evaluation and Appraisal Proposal
4. Employee Benefits and Compensation 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 Manager 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.