Personnel Scheduler Templates

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

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Personnel Scheduler Templates

There is a huge number of templates that someone in the Personnel Scheduler 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 Scheduler. 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 Schedule Template
2. Time Off Request Form
3. Shift Change Request Form
4. Attendance Tracker Spreadsheet
5. Onboarding Checklist Template
6. Performance Evaluation Form
7. Training Schedule Template
8. Staffing Forecast Spreadsheet
9. Employee Contact List Template
10. Monthly Report Template


Reports are often prepared by a Personnel Scheduler 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. Shift Coverage Report
3. Overtime Report
4. Leave of Absence Report
5. Employee Performance Report
6. Training Needs Assessment Report
7. Schedule Adherence Report
8. Employee Turnover Report
9. Workforce Utilization Report
10. Compliance Audit 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 Scheduler does and how they do it.

1. Employee Onboarding SOP
2. Shift Scheduling SOP
3. Time and Attendance Tracking SOP
4. Leave Management SOP
5. Performance Evaluation SOP
6. Training and Development SOP
7. Employee Records Management SOP
8. Conflict Resolution SOP
9. Employee Termination SOP
10. HR Policy and Procedure SOP


Personnel Scheduler 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 Schedule Template
2. Attendance Report Template
3. Training and Development Presentation Template
4. Performance Evaluation Template
5. Staffing Forecast Template

Legal Docs

There are several key times when a Personnel Scheduler 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. Offer Letter Template
4. Performance Evaluation Template
5. Termination Letter Template

Health & Safety Templates

Health & Safety templates for a Personnel Scheduler 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. Workplace Inspection Checklist Template
4. Employee Training Record Template
5. Emergency Evacuation Plan Template


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

1. Employee Shift Schedule Calendar
2. Vacation and Time Off Calendar
3. Training and Development Calendar
4. Recruitment and Hiring Calendar
5. Performance Evaluation Calendar

Invoice Templates

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

1. Employee Timesheet Invoice
2. Overtime Calculation Invoice
3. Payroll Deduction Invoice
4. Employee Benefits Invoice
5. Training and Development Invoice

Survey Templates

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

1. Employee Satisfaction Survey
2. Time Management Survey
3. Workload Assessment Survey
4. Training Needs Assessment Survey
5. Performance Evaluation Survey

Meeting Agendas

Having premade Personnel Scheduler 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 Template
2. Performance Review Meeting Template
3. New Hire Orientation Meeting Template
4. Training and Development Meeting Template
5. Employee Engagement Meeting Template

Budget Templates

To manage finances well, a Personnel Scheduler 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. Training and Development Budget Template
4. Recruitment and Hiring Budget Template
5. Staffing and Scheduling Budget Template


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

1. Employee Attendance Dashboard
2. Shift Scheduling Dashboard
3. Leave Management Dashboard
4. Performance Metrics Dashboard
5. Training and Development Dashboard

Proposal Templates

For bidding or requesting work, a Personnel Scheduler 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 Shift Schedule Proposal
2. Training and Development Program Proposal
3. Employee Performance Evaluation Proposal
4. Recruitment and Hiring Strategy Proposal
5. Employee Benefits and Compensation 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 Scheduler 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.

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