Small Business HR Kit Google Sheets Excel | Employee Roster, Shift Schedule, PTO Tracker, Onboarding Checklist, Performance Review

Run HR for your small team from one file: who works here, who works when, who is off, who is new and who is due a review.

This Small Business HR Kit is a ready-to-use spreadsheet for Google Sheets and Excel. List your team with role, department, start date, pay type and rate, PTO days a year and an emergency contact. Pick a shift for each person and day on the weekly Schedule: hours, overtime (in red) and labor cost add up by themselves. Log time off requests with type, days and Approved, Pending or Denied, and PTO Balances shows taken, sick, pending and days left for every person. A checklist walks each new hire through 13 onboarding steps, the Documents tab shows which papers (offer letter, I-9, W-4, direct deposit, handbook) are on file or missing, and Reviews keeps performance reviews with 5 ratings, strengths, goals and the next review date. The Dashboard shows who is out today, requests waiting, hours and labor cost this week, open onboarding, reviews due and missing papers. Type in the yellow cells; everything else is calculated for you.

━━━━━━━━━━━━━━━━━━
WHAT'S INSIDE (FULL VERSION, 10 TABS)
━━━━━━━━━━━━━━━━━━
• Start Here: quick setup guide
• Dashboard: active team, out today, requests waiting, hours this week, onboarding open, reviews due, missing papers, weekly labor cost, charts, next reviews
• Employees: up to 40 people with role, department, start date, hourly or salary pay, PTO days a year, status, phone, email, birthday and emergency contact
• Schedule: a weekly shift grid with your own shift names and hours, hours per person, overtime in red, people per day and labor cost
• Time Off: up to 600 requests with type (vacation, sick, personal, unpaid), work days and status
• PTO Balances: days a year, taken, sick taken, pending, left and next day off for each person
• Onboarding: a 13-step checklist for up to 10 new hires at a time, with % done
• Documents: offer letter, I-9, W-4, state W-4, direct deposit, handbook, emergency contact and background check, on file or missing
• Reviews: rate quality, reliability, teamwork, customer service and growth from 1 to 5, strengths, goals and next review date
• Setup: business name, schedule week, review cycle, overtime limit and every dropdown list

A tab bar at the top of every page lets you jump between tabs in one click.

━━━━━━━━━━━━━━━━━━
YOU GET 4 FILES
━━━━━━━━━━━━━━━━━━
• Full version with sample data (see it working)
• Full version, blank
• Lite version (7 tabs: Start Here, Dashboard, Employees, Schedule, Time Off, PTO Balances, Setup) with sample data
• Lite version, blank

━━━━━━━━━━━━━━━━━━
HOW IT WORKS
━━━━━━━━━━━━━━━━━━
1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup and Employees (about 10 minutes). Then make the schedule and log time off as it comes.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

━━━━━━━━━━━━━━━━━━
LIFETIME UPDATES + FREE SMALL CHANGES
━━━━━━━━━━━━━━━━━━
Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.

━━━━━━━━━━━━━━━━━━
PLEASE NOTE
━━━━━━━━━━━━━━━━━━
• This is a digital download. No physical item will be shipped.
• Records only, not legal advice. Employment laws differ by state and city. Keep private papers locked and share this file carefully.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.