Templates
Free templates for growing companies
12 ready formats in Excel and Word for HR, payroll, sales and compliance. Download, fill in, and move to USR One when you outgrow the spreadsheet.
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EXCEL · FREEPerformance appraisal formSelf review, manager review, ratings with clear meanings, goals for next year and sign-off.For HR teams and managers
EXCEL · FREEKPI sheet by roleKPIs, targets, weights and monthly actuals for sales, service, operations and HR roles, with a weighted score.For Managers and HR teams
EXCEL · FREESalary structure (CTC breakup)Basic, HRA, allowances, PF and gratuity from a yearly CTC, with in-hand pay worked out.For HR, finance and founders
EXCEL · FREELeave and attendance registerMonthly attendance with leave types, overtime hours and a summary per employee.For HR and admin teams
EXCEL · FREEEmployee onboarding checklistDocuments, accounts, assets, induction and 30-60-90 day check-ins for every new joiner.For HR teams and managers
EXCEL · FREEExit and full-and-final checklistResignation, notice, handover, asset return, dues and full-and-final settlement steps.For HR and finance teams
WORD · FREEPOSH policy outlineSections every POSH policy needs: scope, Internal Committee, how to complain, timelines and confidentiality.For HR heads and founders
WORD · FREEAppointment letterA plain appointment letter with role, pay, probation, hours, leave and notice period.For HR teams and founders
EXCEL · FREEInterview scorecardSkills, ratings with clear meanings, notes and a hire decision for each interviewer.For Recruiters and hiring managers
EXCEL · FREESales pipeline trackerLeads by stage, value, next step and follow-up date, with a pipeline summary.For Sales heads and founders
EXCEL · FREEQuotation with GSTA quotation format with item lines, GST rates, totals in words and validity.For Sales and finance teams
EXCEL · FREECompliance calendarMonthly and yearly due dates for PF, ESI, PT, TDS and GST, with an owner and status for each.For Finance, HR and CA firms
Email me all 12 templates
One email with every download link, so you have them when you need them.
Why free
Every template here is how small companies start: a spreadsheet and a good format. When you outgrow the spreadsheet, the same steps run in USR One with one login, reminders and approvals, free for up to 10 people.