Free templates: user guide
How to use each tool in three steps, with tips, key words and the matching video. 12 Excel and Word formats for HR, sales and compliance.
Voice in English or हिन्दी. Open the video page
Appointment letter
A plain appointment letter with role, pay, probation, hours, leave and notice period. Free to download, in Word.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Performance appraisal form
Self review, manager review, ratings with clear meanings, goals for next year and sign-off. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Compliance calendar
Monthly and yearly due dates for PF, ESI, PT, TDS and GST, with an owner and status for each. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Exit and full-and-final checklist
Resignation, notice, handover, asset return, dues and full-and-final settlement steps. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Quotation with GST
A quotation format with item lines, GST rates, totals in words and validity. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Interview scorecard
Skills, ratings with clear meanings, notes and a hire decision for each interviewer. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
KPI sheet by role
KPIs, targets, weights and monthly actuals for sales, service, operations and HR roles, with a weighted score. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Leave and attendance register
Monthly attendance with leave types, overtime hours and a summary per employee. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Employee onboarding checklist
Documents, accounts, assets, induction and 30-60-90 day check-ins for every new joiner. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
POSH policy outline
Sections every POSH policy needs: scope, Internal Committee, how to complain, timelines and confidentiality. Free to download, in Word.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Salary structure (CTC breakup)
Basic, HRA, allowances, PF and gratuity from a yearly CTC, with in-hand pay worked out. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Sales pipeline tracker
Leads by stage, value, next step and follow-up date, with a pipeline summary. Free to download, in Excel.
- Download the Excel or Word file.
- Add your logo and adapt the columns or clauses.
- Have HR, your CA or a lawyer check it, then use it.
Key words
Why USR One
These tools are free. When you are ready, USR One does the same work for every person, every month: one login, one record across every department, AI in every app, prices in INR and USD, and data entered once and used everywhere.