Templates & checklists
Free templates for timesheets, leave requests and more – ready to use as Excel, Word or PDF.
All templates
Annual Leave Request Form (Word & PDF)
Legally compliant holiday request form with leave balance tracking and handover/cover arrangements
WORD · PDFDownloadBusiness Travel Request and Expense Claim Form
Travel authorisation, subsistence allowances, mileage, and accommodation in a single form
EXCEL · PDFDownloadEmployee Onboarding Checklist for New Hires (Excel & PDF)
From contract signing to the end-of-probation review
EXCEL · PDFDownloadHR Compliance & Statutory Deadlines Calendar
Recurring HR deadlines and statutory milestones at a glance
EXCEL · PDFDownloadModel Agreement for Trust-Based Working Hours (Word & PDF)
Agreeing on flexibility while safeguarding time recording compliance
WORD · PDFDownloadOffboarding Checklist
Seven phases from notice of termination to post-exit
EXCEL · PDFDownloadParental Leave Application (Template)
With Statutory Notice Periods, Leave Blocks, and Flexible Working Options
WORD · PDFDownloadProcess Documentation for Time Tracking (Template)
Four-part standard operating procedure complying with HMRC digital record-keeping rules and statutory audit standards, with payroll mapping appendix
WORD · PDFDownloadProject Cost Calculation with Hourly Rate Sheet
From full personnel cost rate to quote price
EXCELDownloadProof of Activity and Timesheet for Client Projects
Billing basis with countersignature
EXCEL · PDFDownloadShift Schedule Template
Weekly Schedule with Staffing Overview and UK Compliance Checklist
EXCELDownloadTeam Annual Leave Planner (Yearly Overview)
365-day annual calendar with colour bars, leave balance tracking, and team overview
EXCELDownloadTimesheet Template (Excel & PDF)
Monthly Record under Working Time Regulations 1998 & EU Directive 2003/88/EC Principles
EXCEL · PDFDownloadWorkplace Agreement on Working Time Recording (Template)
Regulatory Framework under the Information and Consultation of Employees (ICE) Regulations 2004, Trade Union Recognition Agreements, and the UK GDPR / Data Protection Act 2018
WORD · PDFDownloadWritten Warning for Working Time Violation (Template)
Specific, substantiated, and with clear notification of consequences
WORD · PDF