Description
Scale your team operations with structured HR processes — without a full HRIS. This pack gives you 6 Smartsheet templates covering the full employee lifecycle.
What’s included
- Team PTO & Vacation Tracker — shared calendar showing who is out and when
- Employee Performance Review — consistent scoring framework with exportable review PDFs
- Onboarding Checklist — day-by-day new hire checklist with owner assignments
- Staffing Plan — align open roles, hiring timelines, and headcount budget by quarter
- Team Travel Management — track bookings, costs, and travel approvals in one place
- RACI & Responsibility Matrix — map ownership of recurring processes as the team grows
Requirements: Free Smartsheet account (smartsheet.com — no credit card needed).
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