Personnel Records Clerk Templates

Personnel Records Clerk Templates

There is a huge number of templates that someone in the Personnel Records 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 Records 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. Employee Performance Evaluation
3. Time and Attendance Sheet
4. Employee Leave Request Form
5. Employee Training Log
6. Employee Disciplinary Action Form
7. Employee Termination Checklist
8. Employee Benefits Enrollment Form
9. Employee Payroll Deduction Authorization
10. Employee Exit Interview Form

Reports

Reports are often prepared by a Personnel Records 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. Benefits Enrollment Report
6. Performance Evaluation Report
7. Training Completion Report
8. Time Off Request Report
9. Employee Demographics 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 Records Clerk does and how they do it.

1. Employee Onboarding SOP
2. Employee Offboarding SOP
3. Employee Leave Management SOP
4. Employee Performance Evaluation SOP
5. Employee Training and Development SOP
6. Employee Attendance Tracking SOP
7. Employee Data Management SOP
8. Employee Benefits Administration SOP
9. Employee Records Retention SOP
10. Employee Confidentiality and Data Security SOP

Presentations

Personnel Records 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 Attendance Report
2. Performance Evaluation Summary
3. Training and Development Progress Update
4. Employee Benefits Overview
5. HR Policy and Procedure Review

Legal Docs

There are several key times when a Personnel Records 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. Termination Letter Template
5. Employee Handbook Template

Health & Safety Templates

Health & Safety templates for a Personnel Records 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. Emergency Evacuation Plan Template
4. First Aid Kit Inspection Template
5. Workplace Hazard Assessment Template

Calendars

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

1. Employee Attendance Calendar
2. Vacation and Time Off Calendar
3. Training and Development Calendar
4. Performance Evaluation Calendar
5. HR Compliance Calendar

Invoice Templates

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

1. Monthly Payroll Invoice
2. Employee Benefits Invoice
3. Training and Development Invoice
4. Recruitment and Hiring Invoice
5. Office Supplies and Equipment Invoice

Survey Templates

For a Personnel Records Clerk to get insights related to the work they do, they need to send out Personnel Records 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. Workplace Diversity and Inclusion Survey

Meeting Agendas

Having premade Personnel Records 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. Monthly Staff Meeting
2. Performance Review Meeting
3. Training and Development Meeting
4. Departmental Planning Meeting
5. Employee Onboarding Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Payroll Budget Template
3. Office Supplies Budget Template
4. Travel and Entertainment Budget Template
5. Training and Development Budget Template

Dashboards

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

1. Employee Attendance Dashboard
2. Performance Evaluation Dashboard
3. Training and Development Dashboard
4. Employee Benefits Dashboard
5. HR Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Records 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. Monthly Employee Performance Evaluation Proposal
2. Employee Training and Development Proposal
3. Employee Benefits and Compensation Proposal
4. Employee Recruitment and Hiring Proposal
5. Employee Policy and Procedure Update 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 Records 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.