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Payroll & HR

HR & People Dashboard

Headcount, payroll cost, staff turnover, sickness and the Bradford factor, holiday, starters and leavers, and HR dates coming up

£20

Secure checkout. Your file is ready in your client portal as soon as payment clears.

HR & People Dashboard

Overview

Small businesses rarely have an HR system, but still need to know who is off sick too often, who has holiday to take, when probation reviews and right-to-work checks are due, and what the team costs. Keep one row per person up to date and this workbook does the rest.

Price
£20
Who it’s for
Payroll & HR
Works with
Microsoft Excel for Windows and Mac
Buy now

See how it works

A walk through the main sheets

The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.

Step 1

Employees

Every employee with department, salary, dates, absence and holiday. What you do: one row per person.

Employees
Settings

Step 2

Settings

Year start, departments and absence triggers. What you do: set up once.

Step 3

Guide

How each measure is worked out. What you do: read when you start.

Guide

Step 4

Who it is for

Made for people like you

  • Example – text
  • Small and medium employers – See your people numbers without an HR system.
  • HR and office managers – Report turnover and absence to the board.
  • Business owners – Spot absence and retention problems early.

Quick start

Up and running in minutes

  1. Example – text
  1. Settings – Business name, the start of your holiday year, today's date and your full-time hours.
  2. Employees – One row per person. When someone leaves, put the leave date and reason – keep the row so turnover is right.
  3. Each month – Update holiday taken, sick days and absences, and change the report date.
  4. Dashboard – Type your department names in the department table.

Key features

  • One row per employee gives you headcount, FTE, payroll cost, length of service and pay by department.
  • Staff turnover, starters and leavers by month, sickness absence rate and Bradford factor, and holiday still to take.
  • Probation reviews, right-to-work checks, appraisals and training renewals coming up – plus an optional pay comparison by gender.

What’s included

  • Dashboard – People at a glance
  • Employees – One row per person
  • Settings – Year, hours and triggers
  • Guide – How to use this workbook

How buying works

Your file is only released to your client portal once payment has cleared.

1

Click Buy now

You are taken to our secure checkout.

2

Pay securely

Checkout takes a minute and you get a receipt by email.

3

Download your file

Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.

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Part of AML Finance Group

Need an accountant too?

Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.

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