21 of February, 2025

Effectively managing human resources and staying two steps ahead is what makes the difference in a business entity. Being aware of the latest developments in people management is undoubtedly key to success. Properly organizing work, listening to the team’s needs, managing each task of each project.

All this together allows you to lead a work team to the top. In this line, from the human resources department there is a great responsibility to guide each of the departments and corresponding managers to the fulfillment of what is proposed. By means of Excel templates, the work of human resources can be managed and adapted to the needs of each case.

In this context, it is also essential the management of the time dedicated to each task and in general, the optimization of resources. In addition, having good resources, technical knowledge and knowing how to establish the team’s vision and objectives is a key factor, insofar as this can help define each one’s skills and enhance what they would like to improve.

9 Excel templates to improve organization in HR

We are talking, for example, about templates that allow us to evaluate the context of labor relations, of templates that help us keep track of the employee from the moment they start to be part of the company until they are fully integrated. And so on.

Today we will focus on this list of Excel templates that will make life easier for us in Human Resources management, having all the information at our fingertips and interpreting it appropriately.

For 360º evaluation, among peers and superiors

These three templates are a classic. The 360º evaluation template is all the human resources department needs to get a complete and transparent view of the company. With the peer evaluation template we discover what the relationship in a work team is like. By using the Excel template of superiors we can check how the work of senior management is reviewed with respect to the people working on a project they are leading, under their responsibility.

For psychological evaluation

Carrying out a psychological evaluation of a work team with this Excel template is all you need to get to know a work team personally and professionally. This template is the best way to check if there is any kind of problem and establish a plan to solve it. In addition, with this tool you can also attend to the needs and objectives of each person.

For performance evaluation

If what is needed is to measure qualitatively and quantitatively the work of a work team, this template will solve all those needs to measure performance. In addition, with this template you will obtain valuable information about the tasks and the characteristic problems of everyday life.

Performance management, hand in hand with the progress of an entity

The performance management template allows the monitoring of a work system, opening the doors to work planning and including relevant reports that help guide a team. In this template you can include all the employee’s data, his goals, his productivity, his creative skills and much more.

For the employee

With this template, unlike the previous ones, what we will achieve will be a specific card with the personal data of each member of the work team, their studies. It is the perfect database.

What about the recruitment plan?

Capturing the best talent is a matter of having good objectives and well-demarked actions from the outset. With this recruitment plan template you can have everything under control throughout the selection process and all the necessary information in one view to carry out your strategy.

For time control and workday

Last but not least, The Excel template for time control is all you need to effectively manage the workday. From check-in and checkout records to personal references and listings that will be fully modifiable. A template inspired by the Sesame time control model.

Regarding time control, if you are interested in going a step further there are time control software that are very easy to implement and use, which allow easy check in and check out. In addition to having other features available such as task and project planning, shift planning and much more.

Professional with over 20 years of extensive experience in various areas of Human Resources (Recruitment, Training, Occupational Risk Prevention, and Personnel Management). Experience in the Management Department: Broad understanding of the company and HR.

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cristinamartin

HR Content Specialist

How to improve human resources management with Excel templates