Annual Leave Form Template

Free Employee Database Management System for HR Teams Managing your workforce efficiently starts with having the right system to organize all employee data in one place. The Employee Database Management System Template by Stackby helps HR teams, managers, and organizations maintain an accurate, centralized, and dynamic record of every employee—from hiring to offboarding. Whether you’re a small business scaling your team or an enterprise managing multiple departments, this template gives you the structure and flexibility to track essential employee data without the need for clunky spreadsheets or complex HR software. Organize Employee Information Seamlessly This template is designed to be your all-in-one HR recordkeeping tool. With structured views and intuitive column types, you can capture every critical piece of information about your employees. Here’s what you can manage: Employee Name & ID: Unique identifiers for each team member. Department & Role: Know exactly where each employee fits within your organization. Contact Information: Easily access phone numbers, email addresses, and emergency contacts. Joining Date & Employment Status: Keep track of onboarding dates, tenure, and current employment state. Work Location: For remote, hybrid, or in-office teams, location data is always visible. Linked Documents: Store resumes, contracts, or identification documents via attachments. Reporting Manager: Establish a clear reporting structure. Custom Tags or Notes: Add additional context for projects, temporary assignments, or leave notes. Why Use This Template? 1. Centralized Access to Employee DataNo more digging through files or searching old spreadsheets. Everything you need is stored in one place—searchable, filterable, and always up to date. 2. Easy Customization for Any OrganizationThis template is fully customizable. You can add columns for performance ratings, skill sets, certifications, or project allocations based on your needs. 3. Improved Onboarding & OffboardingTrack start dates, probation periods, and exit details to ensure smooth transitions in and out of your organization. 4. Built-in Collaboration & CommentsShare the workspace with your HR or admin teams, and use comments to collaborate on employee records in real-time. 5. Document Management Made EasyUpload key documents directly to each employee profile—contracts, ID proofs, resumes, or offer letters—keeping everything in one secure location. Practical Use Cases HR Teams: Maintain up-to-date employee records, manage staff information during audits, and monitor onboarding progress. Startups: Centralize all employee info as your team grows quickly across departments. Remote Teams: Track distributed team members across different time zones, locations, or contract statuses. Department Heads: Use filters to review direct reports, manage team composition, or prep for performance reviews. Alternate Views for Easy Navigation All Employees View: A master list of your entire team. Active Employees View: Filtered to show only currently employed team members. New Joiners View: Quickly identify recent hires. By Department View: Group employees by departments such as Sales, HR, Marketing, etc. Offboarded Employees View: Keep a record of former staff members with exit dates and comments. Final Thoughts Whether you're just starting to organize your HR operations or looking for a scalable alternative to spreadsheets, the Employee Database Management System Template in Stackby is built to help you stay organized, efficient, and fully in control of your workforce records. Simplify your HR processes, improve accessibility, and ensure data accuracy—all without writing a single line of code. Would you like help generating sample data for this template or setting up additional views like performance tracking or leave summaries? 

Free Customer Onboarding Form for HR Teams  Efficient customer onboarding is key to building long-term client relationships. A structured onboarding process ensures that new customers receive a smooth and hassle-free experience when engaging with your product or service. The Customer Onboarding Form Template in Stackby helps businesses collect essential details, track onboarding progress, and enhance customer satisfaction. Why Use a Customer Onboarding Form Template? Managing customer onboarding manually through emails or scattered spreadsheets can be inefficient and lead to delays. A well-organized onboarding form streamlines the process, allowing businesses to: Collect structured information from new customers. Track onboarding progress in a single dashboard. Assign tasks and follow up on outstanding requirements. Improve customer satisfaction with a smooth experience. Automate form submissions and notifications. How This Template Works in Stackby Stackby combines the simplicity of a form with the power of a database, allowing you to collect, store, and manage customer onboarding data efficiently. This template is designed to make the process seamless, ensuring a structured and professional approach to client onboarding. Key Tables in the Customer Onboarding Form Template Customer Information Table – Store essential client details, including name, contact information, and company details. Onboarding Steps Table – Track the onboarding progress for each client, from initial signup to account activation. Assigned Tasks Table – Assign specific tasks to team members to ensure a smooth onboarding experience. Status Tracking Table – Monitor the onboarding stage of each client and update progress in real time. Each table is fully customizable to fit your business needs. Key Features & Benefits Collect & Organize Customer Data Efficiently Use structured fields to gather names, emails, company details, and specific onboarding requirements. Customize form fields to suit your industry and business needs. Track Onboarding Progress Monitor each client’s status, from initial registration to full integration. Keep track of pending documents, approvals, or other requirements. Assign Tasks & Responsibilities Distribute onboarding responsibilities across team members. Automate task assignments and reminders to ensure timely follow-ups. Automate Notifications & Follow-ups Set up automated reminders for incomplete forms or missing information. Send automated emails to customers upon successful onboarding completion. Enhance Customer Experience Provide a seamless and structured onboarding journey. Ensure customers receive the right information and assistance at each stage. Who Can Use This Template? This template is ideal for: SaaS Companies – Onboard new users and track account activation progress. Agencies & Consultancies – Gather essential client information before starting a project. Service Providers – Ensure smooth customer onboarding for subscriptions or memberships. Financial & Legal Firms – Collect KYC (Know Your Customer) details in a structured format. How to Get Started with the Template? Import the Customer Onboarding Form Template – Add it to your Stackby workspace. Customize the Form Fields – Tailor fields to match your business needs. Share the Form with Customers – Send links to clients for easy data collection. Track & Manage Onboarding Progress – Update status, assign tasks, and ensure timely follow-ups. Automate Notifications & Reports – Set up automated reminders and generate reports.

Free HR Agency CRM for HR Teams  Managing a recruitment agency requires handling multiple job orders, tracking candidates, coordinating with clients, and ensuring smooth placements. Without a centralized system, HR agencies often face challenges like disorganized candidate records, inefficient job tracking, and difficulty in managing placements. Stackby’s HR Agency CRM Template provides a comprehensive solution for recruitment firms to streamline hiring workflows, manage candidate pipelines, track job orders, and optimize client relationships—all in one place. Why Use This HR Agency CRM Template? Recruitment agencies often struggle with: Scattered candidate data – Difficulties in tracking applicant progress across different job orders. Inefficient job order management – No structured system to organize job postings and department-specific roles. Client relationship challenges – Lack of a centralized client database for communication and feedback. Placement tracking difficulties – Unclear visibility on placed candidates and open positions. This HR Agency CRM Template eliminates these issues by offering customizable tables, automated workflows, and structured candidate tracking. How This Template Works in Stackby The HR Agency CRM Template consists of four key tables: 1. Job Order Table Manages job openings and department-specific hiring needs. Job Orders View – Lists all job openings with details like position, department, and urgency. Job Departments View – Organizes job orders by department for better classification. 2. Candidates Table Tracks applicants and their status throughout the recruitment process. Candidates View – Stores all candidate details, resumes, and job applications. Candidate Profile View – Displays detailed profiles with skills, experience, and assessments. List View – Helps recruiters filter and shortlist candidates. Status View – Categorizes candidates based on their hiring stage (Applied, Interviewed, Hired, Rejected). 3. Clients Table Maintains a database of clients who are hiring. Stores client details, contact information, and hiring preferences. Helps recruiters track interactions and feedback from hiring managers. 4. Placement Table Tracks successful candidate placements. Placement Record View – Logs placements with job details, company, and salary. Placed Candidates View – Lists candidates who have secured jobs. Key Features & Benefits Structured Candidate Tracking – Organize candidates by job application status. Efficient Job Order Management – Manage job postings and departmental hiring needs. Client Relationship Management – Keep track of client interactions and feedback. Placement Tracking – Monitor placed candidates and hiring success rates. Custom Views & Filters – Easily switch between different recruitment stages. Collaboration & Automation – Assign recruiters, update statuses, and set reminders seamlessly. Who Can Benefit from This Template? Recruitment Agencies – Manage multiple job orders, candidates, and placements efficiently. HR Consultants & Freelancers – Streamline hiring for multiple clients. In-House HR Teams – Organize internal recruitment workflows. Staffing Firms – Track temporary and permanent placements. Getting Started Copy the HR Agency CRM Template into your Stackby workspace. Enter job orders in the Job Order Table and categorize them by department. Add candidate details, resumes, and track progress in the Candidates Table. Maintain client information and feedback in the Clients Table. Track successful hires in the Placement Table and monitor hiring trends.

Free HR Calendar for HR Teams  Managing HR activities can become overwhelming when multiple employees, events, and public holidays need to be tracked manually. The HR Calendar Template is designed to bring clarity, coordination, and structure to HR operations by providing a centralized view of all important dates and activities. This comprehensive and fully customizable template helps HR teams plan employee events, monitor participation, track leaves, and stay informed on public holidays — all in one place. Whether you're a startup HR team or a large organization, this template will help you stay proactive, improve team communication, and eliminate scheduling conflicts. About the Template This HR Calendar Template consists of three key tables: 1. Event Tracker Track all internal HR events such as onboarding sessions, training programs, performance reviews, offboarding, celebrations, and compliance training. Key Fields: Event Name  Event Type  Date Time  Related Employee Description Location  Status  2. Employees Maintain a detailed directory of employees to easily link them to HR events. Key Fields: Employee Name Employee ID  Department  Email  Phone Number  Join Date  Role  Status  3. Public Holidays Keep track of regional and national public holidays to avoid event conflicts and notify staff in advance. Key Fields: Holiday Name  Date   Key Features Centralized Calendar Management: View all events and holidays in one dashboard. Employee Linkage: Automatically link events to employee profiles for clear participation tracking. Event Categorization: Easily filter events by type such as onboarding, reviews, or training. Public Holiday Mapping: Align internal schedules with local holidays to avoid conflicts. Custom Status Tags: Monitor the progress of planned and completed events. Ready-to-use Filters & Views: Create calendar views, Kanban boards, or timeline visuals instantly. Use Cases HR Teams: Manage team events, interviews, training sessions, and employee onboarding. Team Leaders: Stay informed of HR activities that may affect department operations. Recruitment Teams: Schedule hiring events, interviews, and feedback sessions without overlap. Remote Work Environments: Sync HR events and holiday calendars across different regions. Benefits Reduces administrative overhead by consolidating scheduling into one system. Enhances team collaboration with clear visibility of HR activities. Helps ensure compliance by tracking mandatory training and evaluations. Minimizes scheduling conflicts with public holiday visibility. Improves onboarding experiences and employee engagement with structured planning. Easy to Customize The HR Calendar Template is built to be flexible. Add custom columns, integrate with your existing HRMS tools, or collaborate in real time with your team. Whether you're using it on Stackby or exporting to Excel, this template adapts to your needs. Make your HR management smarter and more organized — start with this HR Calendar Template today. Ideal for HR managers, admins, and team leaders who want to stay ahead of important dates and team coordination. Let me know if you'd like this content exported into a publishable webpage format (HTML/Markdown) or adapted for Stackby’s public template listing! 

Free Recruitment Agency Client CRM for HR Teams  The Recruitment Agency Client CRM Template is designed to help staffing firms, talent acquisition teams, and headhunters manage the complete recruitment cycle with ease. From building strong client relationships to tracking job openings, candidate pipelines, and successful placements, this template centralizes all critical data in one place—making your agency more efficient and client-focused. Whether you manage multiple clients, dozens of job openings, or hundreds of candidates, this ready-to-use CRM template ensures you never miss an update, a follow-up, or an opportunity to close a placement. Key Features 1. Clients Table Keep all client details organized with essential fields such as company name, industry, contact information, and key decision-makers. Store notes on client preferences, hiring patterns, and long-term requirements. With all details in one table, your recruitment team can easily access information for quick communication and better relationship management. 2. Job Openings Table Track every active, closed, or upcoming position your clients are hiring for. Each entry includes job title, department, required skills, salary range, and deadline. Link job openings directly to the client they belong to for quick cross-referencing. This makes it easy to match candidates to the right opportunities without losing time. 3. Candidates Table Manage all candidate profiles in one structured view. Store resumes, skills, years of experience, application status, and interview notes. Link candidates to the jobs they’ve applied for and keep track of their recruitment journey—from initial application to final placement decision. 4. Placements Table Record all confirmed hires and pending offers. Include details such as candidate name, job role, client company, start date, and salary offered. Having a dedicated placement tracker allows you to measure hiring success and track revenue-generating hires over time. 5. Communications Table Stay on top of client and candidate interactions with a communication log that records emails, calls, meetings, and follow-ups. This ensures your team always knows the latest status and next steps, reducing the risk of miscommunication or missed opportunities. Benefits Centralized Recruitment Management – Keep all client, candidate, and job data in one easily accessible location. Time-Saving Organization – Reduce manual tracking with linked tables that connect candidates, jobs, and clients automatically. Improved Client Relationships – Maintain detailed records of communications and preferences to offer a more personalized experience. Better Candidate Matching – Quickly filter candidates by skills, experience, and job applications to make faster placements. Performance Tracking – Analyze placements and recruitment success rates to identify areas of improvement. Use Cases Staffing Agencies – Manage multiple clients and hundreds of positions efficiently. Corporate Recruitment Teams – Keep track of internal job postings, candidates, and hiring progress. Freelance Recruiters – Build a professional recruitment system for multiple client projects. Talent Acquisition Firms – Manage both high-volume hiring and executive search placements. About Template The Recruitment Agency Client CRM Template includes: Clients Table – Track company profiles and contacts. Job Openings Table – Record and manage open positions. Candidates Table – Store candidate details, skills, and application status. Placements Table – Document successful hires and offers. Communications Table – Maintain an interaction log for smooth follow-ups. With linked tables, dynamic views, and a structured database, this CRM template helps you run your recruitment operations smoothly while keeping your entire team aligned. Why Choose This Template? Unlike generic spreadsheets, this CRM template is built for recruiters—by understanding the exact workflow needed to handle multiple clients, roles, and candidates at once. It ensures transparency across the recruitment process, reduces duplicate data entry, and gives you the insights needed to make faster, better hiring decisions. This template is free to use on Stackby and fully customizable to your agency’s needs. You can add more columns, automate status updates, or integrate with email and communication tools to create a recruitment powerhouse that works exactly the way you want. If you’d like, I can also prepare SEO keywords and a meta description tailored to help this page rank highly for “recruitment CRM template” searches. That would give you a strong boost in discoverability.

Free Call Log for Teams Keeping an organized record of all your calls is essential for businesses, sales teams, customer support, and professionals who rely on phone communication. A Call Log Template simplifies tracking incoming and outgoing calls, ensuring that every conversation is recorded, categorized, and followed up on efficiently. With Stackby’s Call Log Template, you can maintain a structured database of all your call interactions, assign follow-up tasks, and analyze call trends for better decision-making. Whether managing customer inquiries, handling sales calls, or tracking internal communications, this template provides a streamlined approach to call tracking and management. Why Use a Call Log Template? Managing call logs manually through spreadsheets or paper records can lead to lost information, missed follow-ups, and a lack of insights into communication trends. This Call Log Template in Stackby helps you: Maintain a centralized database of all calls. Categorize calls based on type, priority, and status. Assign follow-ups and ensure no important calls are missed. Track response times, call durations, and outcomes. Generate insights to improve call handling and team efficiency. How Call Log Template Works in Stackby Stackby’s Call Log Template is designed to help businesses organize call records systematically. It consists of structured tables that allow users to log call details, assign tasks, and track follow-ups efficiently. Key Tables in the Call Log Template Call Records Table – Stores details of all incoming and outgoing calls, including date, time, caller information, and call duration. Contacts Table – Maintains a list of frequent contacts, helping teams access caller details instantly. Follow-Ups Table – Tracks pending actions and follow-ups to ensure effective communication. Call Status Table – Categorizes calls based on their outcome (Completed, Pending, Missed, or Follow-up Required). Each table is fully customizable, enabling users to tailor the template to their business needs. Key Features & Benefits of a Call Logging Template Track Every Call with Ease Log and record all inbound and outbound calls in a structured format. Include essential details like call type, duration, priority, and assigned team member. Categorize Calls & Assign Follow-Ups Mark calls as Customer Inquiry, Sales Call, Support, or Internal Communication for better organization. Assign follow-ups to team members and set reminders for pending calls. Improve Response Time & Communication Track response times and call handling efficiency. Ensure no call is missed by setting automated reminders for follow-ups Analyze Call Trends & Insights Generate reports on call volume, call duration, and response rates to optimize operations. Identify trends in customer inquiries, sales calls, or support interactions to improve service. Enhance Team Collaboration Share call logs with team members for better coordination and tracking. Use Stackby’s integrations to sync call data with CRM and other tools. Real-World Use Cases This template is perfect for: Sales Teams – Track prospect calls, schedule follow-ups, and optimize lead management. Customer Support – Log and analyze customer inquiries, ensuring timely responses. Business Owners & Managers – Maintain records of client interactions for better business decisions. Call Centers – Organize high volumes of calls, track agent performance, and improve response times. Getting Started with the Call Log Template Import the Call Log Template – Add it to your Stackby account. Customize Call Categories & Statuses – Define how you want to track different types of calls. Log Calls & Assign Follow-Ups – Record call details and assign follow-up actions. Analyze Call Data – Use filters and reports to track communication trends. Automate & Integrate – Set up automated notifications and integrate with CRM tools for seamless call management.

Free Simple Applicant Tracker for HR Teams  Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. For comprehensive hiring management, consider pairing this with our recruitment tracker for end-to-end recruitment oversight.  What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Once candidates are hired, you can seamlessly transition them with our employee onboarding template.  Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. Check how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily using our comprehensive interview questions template to standardize your interview process.  2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time. Here are some of the advantages of using a simple candidate application tracking system: 1. Reduces time to hire. The job application tracker spreadsheet will increase the speed of your selection process, as it reduces the time you would have to spend on administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better using the applicant tracker template. For instance, the automated matching of the specific skills and requirements would only allow the best candidates to compete. After successful hiring, use our performance reviews template to evaluate new employees.  3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule with our hr calendar for better time management.   Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/ business can be an exciting job. Do not make it cumbersome by depending on spreadsheets. Use our applicant tracking system template and find the best employee who suits your organization's ethics and work culture. For ongoing employee management, implement our employee attendance tracker to monitor staff performance.  Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  Workforce Planning  Employee Performance Management  

Free Employee Training Plan for HR Teams Whether you run a start-up venture, a small business, or a well-established multinational company, your employees are your most valuable asset. Companies define their goals and objectives and devise comprehensive strategies to achieve the same.  It is the employees that execute these plans and produce tangible results for the organization. As a result, it is safe to say that you cannot build a company without employees. Due to the diverse and ever-changing nature of the market space, your employees need to be constantly trained and reskilled to maintain and enhance their productivity. This is the function of employee training.  Employee training management refers to the company’s continuous initiatives and efforts to improve its employee’s performance. Training adds to the skills, knowledge, and efficiency of the employees. It is paramount for the growth and development of any company. Stackby’s Employee Training Plan template helps organisations in this endeavor. Training can be given to new candidates who join your company or existing employees to improve their skills and refresh their knowledge. This will keep your workers up-to-date with the latest technologies and provide you with an edge over your competitors in the market. Why is employee training essential? Every company devotes substantial time and resources towards training their employees. The question arises: Why? Training adds and improves the skill set of your employees. It increases overall employee morale and level of job satisfaction. It increases their chances of promotion shortly. Training teaches the employees how to deal with complex and challenging situations. A well-trained employee is more likely to adopt an innovative and creative approach toward his or her job. Training reduces and eventually eliminates the need for tight supervision and control. Improves employee commitment and loyalty towards the company. Training can be done on the job or off the job. Regardless of its nature, an employee training plan helps a company retain the best talent and boost its revenue. Are you looking for a tool to help you manage and monitor your employee training plan? If your answer is yes, then you’ve come to the right place! With Stackby’s Employee Training Management Template, you can organize employee training programs easily! Using this training plan template, you will now be able to: Track the ongoing and upcoming training programs for employees. Record the location allotted for a particular training program (Conference room/ Meeting room/ etc.). Keep track of the departments participating in each training program (Marketing/ Sales/ Operations/ etc.). Record the date on which the program will be conducted. Store the names of the speakers who are a part of the training program. Record the details of your team members and the training programs they have participated till date. Store their contact details and track their attendance. Record the feedback received from each employee regarding a particular training program. Update the details as and when required.  Training your employees has never been so easy! Copy the stack and adopt this easy to use training plan template today.  Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form 

Free Employee Performance Management for HR Teams Are you ready to transform the way you manage performance? Stackby's Employee Performance Management Template is the secret weapon you've been waiting for. It's not just another spreadsheet – a performance orchestra, harmonizing goals, feedback, and growth.  Empower your team, fuel their ambitions, and conduct a symphony of success that resonates throughout your organization. What is Employee Performance Management? Employee Performance Management is the process that involves setting clear performance goals, measuring and evaluating employee performance, providing feedback and coaching, and taking necessary actions to improve performance.  It is a systematic approach that organizations employ to ensure that employees are aligned with the company's objectives and working towards achieving desired outcomes. What is an Employee Performance Goal? Employee performance goals are specific objectives set by managers and employees to improve performance and contribute to the organization's overall success. These goals provide a clear direction for employees, aligning their efforts with the company's objectives. Why is it Important to Carry Out Performance Evaluations at Work? Performance evaluations play a vital role in assessing and improving employee performance. They provide an opportunity to review achievements, identify areas for development, and align individual goals with organizational objectives.  Regular evaluations foster growth, enhance productivity and enable effective workforce management. Unveiling Details About Stackby's Employee Performance Management Template Stackby's Employee Performance Management Template is designed to simplify and streamline the process of managing and evaluating employee performance.  It provides a comprehensive solution to set goals, track progress, and provide continuous feedback, empowering organizations to drive performance and achieve excellence. You can even do a monthly employee check in template.  Who can use Stackby Employee Performance Management Template ? This template suits businesses of all sizes and industries, prioritizing optimizing employee performance. It benefits HR managers, team leaders, and supervisors responsible for managing employee performance and ensuring alignment with organizational goals. Why Do You Need Stackby's Employee Performance Management Template? Clearly define performance goals for individual employees, ensuring alignment with the company's objectives. Monitor and track each employee's progress toward their goals, enabling timely intervention and support. Facilitate ongoing feedback and coaching to guide employees in achieving their performance goals. Foster effective communication between managers and employees, encouraging transparency and collaboration. Identify areas for improvement and provide targeted training and development opportunities to enhance employee skills. Conduct periodic performance evaluations to assess achievements, identify strengths, and address improvement areas. Maintain a centralized employee directory, including crucial information such as photos, tenure, job titles, and department details. Tables Included in Our Employee Performance Management Template Employee: This table lets you maintain a comprehensive employee directory, including essential details such as names, photos, joining dates, job titles, and departments. Performance: It helps you track and record individual employee performance data, including feedback and evaluation scores. Besides the Link Column Type, the Employee Performance Management Template supports other relational column types, including Lookup and Aggregation.  The Lookup function allows you to retrieve specific information from one table to another, enhancing data visibility and eliminating the need for manual data entry.  On the other hand, the Aggregation feature enables you to calculate and summarize performance metrics across multiple employees or teams, providing valuable insights into overall performance trends and benchmarks. 3 Ways to Customize Our Employee Performance Management Template Include relevant performance indicators to measure progress and assess achievements effectively. Customize feedback fields and options to capture valuable insights and suggestions. Utilize the link column type to connect employee information with performance data, enabling seamless navigation and analysis. Don't Wait Any Longer to Optimize Your Employee Performance Management Processes! Get started with Stackby today and experience a seamless and efficient way to manage and evaluate employee performance!

Free IT Employee Onboarding for HR Teams  Efficient onboarding is vital to ensure new hires are equipped with the tools and information they need to become productive from day one. While HR handles the cultural and administrative aspects, IT departments are responsible for enabling access, provisioning hardware, and setting up the necessary systems. The IT Employee Onboarding Tracker by Stackby is designed to bring order, clarity, and collaboration to this process. This fully customizable template enables IT and HR teams to work together in a centralized space—tracking assets, credentials, onboarding progress, and documentation for every new employee. Whether you're onboarding a single hire or managing multiple joiners across departments, this solution provides a structured and scalable approach.  Key Elements Tracked in the Template 1. New Hire Details Start with the essential information: employee name, department, role, start date, manager, work location, and onboarding status. Use filters or grouping to organize hires by department or joining month. 2. Device & Asset Allocation Keep a detailed log of IT hardware assigned to each employee—laptops, monitors, headsets, phones, and more. Track issue date, serial numbers, condition, expected return date, and return status for efficient asset management. 3. Access and Tools Setup For each employee, list all required software and system credentials such as email, Slack, VPN, project management tools, and CRM platforms. Record the setup status, provisioning date, and the IT personnel responsible for each item. 4. Training and Orientation Track mandatory onboarding sessions and technical training. Include training names, dates, trainers, completion status, and comments. This ensures new hires are equipped with the necessary knowledge for their roles. 5. Documentation and Acknowledgment Ensure compliance by logging document submissions like NDAs, IT usage policies, data protection acknowledgments, and ID verification. Each entry includes submission date, file attachment, and approval status.  Template Capabilities and Views Status-Based WorkflowsAssign onboarding stages such as “Pending IT Setup,” “Access Granted,” “Device Delivered,” and “Onboarding Complete.” View team-wide progress in a Kanban layout or Grid view. Calendar & Timeline ViewsVisualize start dates, task deadlines, or asset return dates using calendar and timeline views. Ideal for planning ahead and avoiding last-minute issues. Linked RecordsConnect employee records with asset allocation, system credentials, and training schedules using linked columns. This creates a relational structure that enhances visibility and data management. Reminders and AutomationsUse Stackby’s automation features to set reminders for incomplete tasks or due dates for access setup and device returns, reducing manual follow-ups. Attachment SupportUpload offer letters, signed documents, ID proofs, or onboarding guides directly to each record, making it easy to retrieve key documents in one place. Benefits and Use Cases Unified Workspace for IT and HRCoordinate across departments in a single platform to reduce gaps in communication and task handoffs during onboarding. Improved AccountabilityAssign individual responsibilities and track the progress of each task, from issuing hardware to setting up accounts. Standardized Onboarding ProcessDefine and follow a consistent onboarding process regardless of department, location, or role—ensuring all employees get what they need. Remote Onboarding ReadySupport distributed teams by organizing shipping schedules, remote access setup, and virtual training in a central system. Auditable Records and ComplianceMaintain accurate records for audits, IT policy adherence, and equipment accountability. Who Should Use This Template? IT Managers overseeing employee technology provisioning HR and People Operations teams managing onboarding logistics Startups and growing companies aiming to standardize their onboarding process Remote-first organizations managing distributed hires With the IT Employee Onboarding Tracker, your team can bring structure and visibility to one of the most critical moments in an employee’s journey. It’s more than just a task list—it’s your all-in-one workspace to ensure a successful and stress-free onboarding experience.