How to Create an Employee Sheet
Compiling knowledge of your employees' hourly progress, their schedule in a week, salary allotment, and whether they're on vacation or not can be made easier with an employee sheet. Provided that it's updated and constantly relaying valuable information, an employee sheet allows a company to be informed on important details like performance, lapses, paygrades, or even small things like who has a birthday on that month and whether they've been on overtime or undertime. When making this very useful document, here are a few steps you can use:
1. Use an Easy to Edit Format
Formats like Excel or Google Sheets are great since they already have a cell-based layout, but any format that allows you to make adjustments is good. This will help you a lot in the future when changes on the sheet need to be made. You can try out our templates as they have the advantage of being viable in most formats and are easy to edit for your convenience and ease.
2. Create a Table/Spreadsheet
If you do decide to start from scratch, the first step is to create a table or a spreadsheet in your blank sheet. If you didn't use an easy-to-edit format like the ones suggested before, you can try the old-fashioned ruler, pen, and paper method. You might want to make multiple tables to accommodate for all the data you might need to store (the names of all your employees as well as their corresponding data).
3. Have Headers for Specified Data
Now that you have your table and a column compromised of the names of all your employees, you can begin putting in headers. They can be made of the usual stuff like contact number, address, birth date, etc., or some of the more work-related headers like attendance, sign-ins, over or undertime information, and absence tracking. This is where multiple tables can come in handy as one table could be for attendance and absences while another table could be for work hours. You can even have a sample sheet for salary values that correspond with the given data.
4. Make a "Quarantine" Sheet for New Employees
As with any growing company, you will be hiring new employees (for convenience, we'll refer to them as trainees). So it's good to have a "quarantine" sheet or a different table from the main employee sheet reserved for new employees while they acclimate to the new environment. This is important as you cannot expect trainees to perform as well as tenured employees right off the bat; therefore, you have to set different goals for them while they adjust. Once the "quarantine period" is done, then you can transfer them to the main simple sheet.
5. Update Periodically
Companies develop and employees come and go; therefore, if you want your basic sheet to be effective, it has to always be up to date. You can have daily, monthly, or even yearly updates or entire sheets made just to keep track of said time frames separately. The important thing though is that your sheets continuously show needed data on your current staff so you have an idea of their working hours, performance, lapses, and even their birthdays to give them a bit of a surprise every now and again.