Policy Management Template

Are you tired of the tedious and time-consuming task of managing daily attendance? Fret no more! We have the ultimate solution for you – the Daily Attendance Sheet Template by Stackby.  It is the perfect solution for schools, businesses, and event organizers seeking to simplify their attendance tracking process. With our user-friendly Daily Attendance Sheet Template, you can bid farewell to the days of manual attendance tracking. This efficient tool empowers you to record daily attendance effortlessly and accurately.  So, it's time to adopt a more organized and streamlined approach to attendance management, which allows you to focus on what truly matters – educating, growing your business, or delivering a successful event. What is a Daily Attendance Form or Sheet? A Daily Attendance Form or Sheet is a structured document used to record and track the attendance status of individuals on a daily basis. It is commonly used in various settings such as educational institutions, workplaces, events, and meetings.  The form typically includes a list of names or IDs of individuals expected to be present and columns or checkboxes to mark their attendance for each day. It serves as a crucial tool for organizations to keep track of attendance records, facilitating better management and decision-making. Why Do You Need a Free Printable Daily Attendance Sheet? Having a Free Printable Daily Attendance Sheet is essential for various reasons: Efficient Attendance Tracking: The template allows you to easily mark attendance for each day, enabling quick and accurate tracking. Time-Saving Solution: Automating attendance records saves time, freeing up valuable resources for other vital tasks. Comprehensive Record-Keeping: The template helps maintain organized and detailed attendance data, which can be crucial for various purposes, such as payroll and performance evaluation. How to Make a Daily Attendance Sheet? With Stackby's Daily Attendance Sheet Template, creating a Daily Attendance Sheet is effortless. The template provides a pre-structured table where you can input attendance data daily. Simply add names or IDs of individuals, and mark their attendance with ease. About Stackby's Daily Attendance Sheet Template Our Daily Attendance Sheet Template is designed to cater to a wide range of organizations and industries. The template includes tables to record attendance for each day and employee information for easy reference. Who is This Daily Attendance Sheet Template for? This template is ideal for businesses, educational institutions, and organizations requiring daily attendance tracking. From small startups to large corporations, the Daily Attendance Sheet Template offers a seamless solution for efficient attendance management. Why Do You Need Stackby's Daily Attendance Sheet Template? Effortlessly manage and record daily attendance for classrooms, offices, events, and more. Eliminate manual paperwork and save valuable time with automated attendance management. Ensure precise attendance records, reducing the risk of errors and discrepancies. Integrate with other Stackby features like apps and powerups for in-depth analysis and informed decision-making. Improve productivity and focus on essential tasks. Table Included in Our Daily Attendance Sheet Template Employees: This table allows you to input and manage employee details, such as names, ages, and roles. Daily Attendance: This table is designed to record daily attendance data for employees via attendance forms. You can mark attendance for each day, indicating the check-in, check-out time, and total hours.  Ways to Customize Our Daily Attendance Sheet Template Include fields for specific details like employee IDs, job titles, or event participant categories. Extend functionality by adding more tables for tasks like leave management or performance evaluation. Implement formulas to calculate attendance percentages or automate data calculations for in-depth analysis. Choose table view options like grid, kanban, form, calendar, or gallery, depending on your preference and ease of data interpretation. Use the Lookup feature to fetch specific data from linked tables, enabling quick access to relevant information, like employee details or team affiliations. Utilize the Aggregation function to perform calculations on attendance data, such as calculating the total number of days an employee was present or absent during a specified period. Leverage the power of Stackby Power-Ups like Stack Export, Microsoft Excel Importer, Google Sheet Importer, etc., to enhance efficiency and simplify tasks. Take Control of Your Attendance Management Process with Our Daily Attendance Sheet Template! Try it out today and witness the difference it brings to your attendance tracking process.Check out other related Templates :Agency Template Management

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template? Customise Your Directory Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms  Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy  Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals.  Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers  Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency.  Why is it essential to create and maintain an employee directory? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks of using Employee Directory Template Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by Stackby? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience.  Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Check out Related Templates: Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form 

This Recruitment Strategy Database Template organizes hiring goals, key initiatives, and performance metrics. It includes a clear roadmap for HR teams to improve diversity, time to hire, candidate experience, and referral programs.

Managing a recruitment agency requires handling multiple job orders, tracking candidates, coordinating with clients, and ensuring smooth placements. Without a centralized system, HR agencies often face challenges like disorganized candidate records, inefficient job tracking, and difficulty in managing placements. Stackby’s HR Agency CRM Template provides a comprehensive solution for recruitment firms to streamline hiring workflows, manage candidate pipelines, track job orders, and optimize client relationships—all in one place. Why Use This HR Agency CRM Template? Recruitment agencies often struggle with: Scattered candidate data – Difficulties in tracking applicant progress across different job orders. Inefficient job order management – No structured system to organize job postings and department-specific roles. Client relationship challenges – Lack of a centralized client database for communication and feedback. Placement tracking difficulties – Unclear visibility on placed candidates and open positions. This HR Agency CRM Template eliminates these issues by offering customizable tables, automated workflows, and structured candidate tracking. How This Template Works in Stackby The HR Agency CRM Template consists of four key tables: 1. Job Order Table Manages job openings and department-specific hiring needs. Job Orders View – Lists all job openings with details like position, department, and urgency. Job Departments View – Organizes job orders by department for better classification. 2. Candidates Table Tracks applicants and their status throughout the recruitment process. Candidates View – Stores all candidate details, resumes, and job applications. Candidate Profile View – Displays detailed profiles with skills, experience, and assessments. List View – Helps recruiters filter and shortlist candidates. Status View – Categorizes candidates based on their hiring stage (Applied, Interviewed, Hired, Rejected). 3. Clients Table Maintains a database of clients who are hiring. Stores client details, contact information, and hiring preferences. Helps recruiters track interactions and feedback from hiring managers. 4. Placement Table Tracks successful candidate placements. Placement Record View – Logs placements with job details, company, and salary. Placed Candidates View – Lists candidates who have secured jobs. Key Features & Benefits Structured Candidate Tracking – Organize candidates by job application status. Efficient Job Order Management – Manage job postings and departmental hiring needs. Client Relationship Management – Keep track of client interactions and feedback. Placement Tracking – Monitor placed candidates and hiring success rates. Custom Views & Filters – Easily switch between different recruitment stages. Collaboration & Automation – Assign recruiters, update statuses, and set reminders seamlessly. Who Can Benefit from This Template? Recruitment Agencies – Manage multiple job orders, candidates, and placements efficiently. HR Consultants & Freelancers – Streamline hiring for multiple clients. In-House HR Teams – Organize internal recruitment workflows. Staffing Firms – Track temporary and permanent placements. Getting Started Copy the HR Agency CRM Template into your Stackby workspace. Enter job orders in the Job Order Table and categorize them by department. Add candidate details, resumes, and track progress in the Candidates Table. Maintain client information and feedback in the Clients Table. Track successful hires in the Placement Table and monitor hiring trends.

Are you ready to transform the way you manage performance? Stackby's Employee Performance Management Template is the secret weapon you've been waiting for. It's not just another spreadsheet – a performance orchestra, harmonizing goals, feedback, and growth.  Empower your team, fuel their ambitions, and conduct a symphony of success that resonates throughout your organization. What is Employee Performance Management? Employee Performance Management is the process that involves setting clear performance goals, measuring and evaluating employee performance, providing feedback and coaching, and taking necessary actions to improve performance.  It is a systematic approach that organizations employ to ensure that employees are aligned with the company's objectives and working towards achieving desired outcomes. What is an Employee Performance Goal? Employee performance goals are specific objectives set by managers and employees to improve performance and contribute to the organization's overall success. These goals provide a clear direction for employees, aligning their efforts with the company's objectives. Why is it Important to Carry Out Performance Evaluations at Work? Performance evaluations play a vital role in assessing and improving employee performance. They provide an opportunity to review achievements, identify areas for development, and align individual goals with organizational objectives.  Regular evaluations foster growth, enhance productivity and enable effective workforce management. Unveiling Details About Stackby's Employee Performance Management Template Stackby's Employee Performance Management Template is designed to simplify and streamline the process of managing and evaluating employee performance.  It provides a comprehensive solution to set goals, track progress, and provide continuous feedback, empowering organizations to drive performance and achieve excellence. You can even do a monthly employee check in template.  Who can use Stackby Employee Performance Management Template ? This template suits businesses of all sizes and industries, prioritizing optimizing employee performance. It benefits HR managers, team leaders, and supervisors responsible for managing employee performance and ensuring alignment with organizational goals. Why Do You Need Stackby's Employee Performance Management Template? Clearly define performance goals for individual employees, ensuring alignment with the company's objectives. Monitor and track each employee's progress toward their goals, enabling timely intervention and support. Facilitate ongoing feedback and coaching to guide employees in achieving their performance goals. Foster effective communication between managers and employees, encouraging transparency and collaboration. Identify areas for improvement and provide targeted training and development opportunities to enhance employee skills. Conduct periodic performance evaluations to assess achievements, identify strengths, and address improvement areas. Maintain a centralized employee directory, including crucial information such as photos, tenure, job titles, and department details. Tables Included in Our Employee Performance Management Template Employee: This table lets you maintain a comprehensive employee directory, including essential details such as names, photos, joining dates, job titles, and departments. Performance: It helps you track and record individual employee performance data, including feedback and evaluation scores. Besides the Link Column Type, the Employee Performance Management Template supports other relational column types, including Lookup and Aggregation.  The Lookup function allows you to retrieve specific information from one table to another, enhancing data visibility and eliminating the need for manual data entry.  On the other hand, the Aggregation feature enables you to calculate and summarize performance metrics across multiple employees or teams, providing valuable insights into overall performance trends and benchmarks. 3 Ways to Customize Our Employee Performance Management Template Include relevant performance indicators to measure progress and assess achievements effectively. Customize feedback fields and options to capture valuable insights and suggestions. Utilize the link column type to connect employee information with performance data, enabling seamless navigation and analysis. Don't Wait Any Longer to Optimize Your Employee Performance Management Processes! Get started with Stackby today and experience a seamless and efficient way to manage and evaluate employee performance!

In a marketplace that is increasingly becoming employee-centric, finding, recruiting, and retaining the best talent has become essential for any company or agency. Regardless of the size, nature, and scope of the business you run, your employees are the building blocks of your organization. The goals and objectives of any company are fulfilled because of the combined effort of everyone involved. A talent management template can prove to be quite useful for any talent management agency and help increase productivity.  What is talent management? Talent management is the systemic and well-defined process of identifying the vacant position in your company, finding and recruiting the most suitable and talented candidate, developing the skills and expertise of this employee to match the position, and retaining him for a long period, thereby reducing employee turnover. Strategic and well-planned talent management can play a huge role in the accomplishment of the vision and mission of your company. It strengthens the organizational structure and gives you an edge over your competitors! Usually, a lot of organizations turn to a talent management agency to help hire new talent or manage the existing ones! Won’t it be easier to do it all by yourself? Looking for a software or template to help you manage the wide talent pool of your company? Well, you’ve come to the right place. Stackby has created an Agency Talent Management Template for this exact purpose.  How can you use this Agency Talent Management Template to streamline and consolidate your talent management process? Using this template, you will be able to: Record the details of all your team members in one place. Store the name of the team member and the corresponding talent category (Web Development/ Content Creation/ Sales Management/ PR Management/ Brand Management/ etc.). You can also record the current job title of each employee and change it as and when required. Add the contact details of your team members to the template to facilitate smooth communication. Record the date of availability for each team member. Add the sample/ portfolio work of each member to the template. This will allow you to understand their talent and proficiency in a particular area. Record the projects and the clients that have been assigned to each team member. You can also track the total number of each that has been allotted to a team member. Using this data, you can monitor the distribution of work in the team. Record the name and contact details of all your current and potential customers. Check whether they are an existing client or not and the corresponding industry category (Media/ Finance/ Software/ Electronics/ Manufacturing/ Food/ etc.). Add the current location of each customer and the projects assigned by them. You can also record the type of project. Record the details of all customer’s projects and their current status (Agreement Not Signed/ Negotiation/ Agreement Signed/Proposal Sent). This template is not specifically made for agencies but is built to adopt for any organization's talent management process. 

Are you still creating salary certificates manually? It is a daunting task for many businesses and involves hard work. You are required to gather all the necessary data and then format it correctly to ensure that every information is accurate. This manual process is not only time-consuming but there are even high chances of errors. A small mistake can lead to major issues that may lead to employee dissatisfaction, compliance problems and payroll discrepancies. A company having a large workspace needs considerable administrative resources and attention to detail for making a salary certificate. Thus it becomes hectic for them to mention every detail correctly. Moreover if there are any inconsistencies, it can undermine the business professionalism and harm employee trust. The Solution: Stackby's Salary Certificate Generator Template There’s a solution to address all these challenges. It’s Stackby’s Salary Certificate Generator Template. This customizable template is designed to streamline the process of creating salary slips for employees. The template integrates seamless features and allows businesses to generate accurate and professional salary certificates in bulk. The template is specially designed to save your time and also reduce the risk of errors. It ensures that all the employee salary information is documented correctly and consistently. How to Use Stackby's Salary Certificate Generator Template Here is a step-by-step guide on how you can get started with Stackby’s Salary Certificate Generator Template Sign Up to Stackby: If you don’t have an account, then you need to visit the Stackby website and sign up. The process is easy and quick. Access the Template: After logging in you need to navigate the template library and then choose the salary certificate template that you will need to use. This salary letter template can help you make the process easier. Input Employee Data: Once you are ready with the template you can start adding all the information or data related to the employee. These details will include date hired, present days, employee designation and all the other related details of the employee. Customize Fields: As the template is completely customizable you can add and modify the fields as per your needs. Like you can include the column for the details of PF, any bonuses, allowances and other details. This will ensure that your salary slip generator has all the required details. Generating Certificates: Once you enter all the details and customize the data you can generate the certificate. The template allows you to design and format the salary certificates as per your needs. Once you are satisfied with the salary certificate model you can create them in bulk. The feature is usually preferable for businesses with a large number of employees. Download and Distribute: You can use this salary slip generator online to download the generated salary certificates. You can then distribute them to your employees electronically or print them for physical distribution. The certificates will be professional-looking and accurate, reflecting well on your business. Benefits of Using Stackby's Salary Certificate Generator Template Stackby’s Salary Certificate Generator Template gives numerous benefits: 1. Efficiency: The template streamlines the technique of creating salary certificates, allowing you to generate multiple certificates quickly and effectively. This saves precious time and resources that can be redirected to other important tasks. 2. Accuracy: By automating record entry and formatting techniques, the template minimizes the risk of errors. This ensures that every salary certificate is correct and up to the mark.This reduces the errors in payroll discrepancies and compliance issues. 3. Customization: The template is completely customizable. It allows you to tailor it according to your requirements. You can add, delete, or modify fields to seize all relevant data. 4. Professionalism: The generated salary certificates are completely professional. This is especially important for preserving employee consideration, as well as for compliance and auditing purposes. 5. Compliance: Accurate and effective salary slip is important for regulatory necessities. The template makes sure that all vital information is captured and documented effectively, reducing the risk of non-compliance. 6. User-Friendly Interface: Stackby’s salary certificate is designed to be user-friendly, making it easy for everyone to use the template. Whether you have a committed HR team or a small enterprise without specialized administrative staff, the template is perfectly designed to simplify your use. Conclusion Stackby’s Salary Certificate Generator Template is an essential tool for any enterprise seeking to streamline its salary certificate. It offers performance, accuracy, customization and professionalism in this sample salary verification letter. By using this template, businesses can save time and reduce the chance of errors. Sign Up to Stackby today and see the difference! 

Hiring the right talent at the right time is essential for any growing organization. But let’s face it—managing recruitment across multiple tools, spreadsheets, and emails often leads to missed follow-ups, inconsistent evaluation, and loss of top candidates. Enter the Recruitment Pipeline Management template by Stackby—a powerful, no-code solution designed to help you streamline every stage of your hiring workflow, all in one place. Whether you’re a recruiter, HR professional, or team lead managing your own hiring pipeline, this customizable template empowers you to visualize, track, and automate your entire hiring process—from job openings to onboarding. Key Features of the Template: 1. Centralized Candidate DatabaseNo more scattered resumes or inconsistent candidate data. Log all applicant information including contact details, resume links, job positions applied for, current status, source of application, and more—all in a centralized table. 2. Visual Interview Pipeline TrackerSwitch to Kanban view and get a drag-and-drop pipeline to manage stages like Applied, Screening, Interview, Offer, and Hired. Easily track where each candidate stands in the hiring funnel. 3. Integrated Task and Communication LogsAdd interview dates, assign interviewers, set reminders, and track communication touchpoints to ensure no candidate gets overlooked. You can also integrate with tools like Gmail or Slack via APIs to streamline follow-ups. 4. Resume & Document AttachmentsAttach resumes, cover letters, portfolios, and feedback forms directly within each candidate row. This ensures the entire team can access key documents without switching tools. 5. Role-wise Filtering & SortingFilter candidates based on job roles, experience level, or application status. Sort them by interview scores, dates, or departments to get quick insights and make decisions faster. 6. Customizable Views for Hiring TeamsCreate separate views for hiring managers, interview panels, or departments—each with filtered data relevant to them. No clutter, only clarity. 7. Onboarding Checklist IntegrationOnce a candidate is hired, use the onboarding checklist view to track welcome emails, documentation, equipment provisioning, and first-week tasks. Make their Day 1 smooth and delightful. 8. Automation & API SupportAutomate stage movements, email reminders, or status updates. Connect Stackby to 40+ services (like Google Calendar, Mailchimp, or Typeform) through built-in APIs or Zapier integrations. Benefits for Teams: Eliminate Chaos: Say goodbye to disorganized spreadsheets, missed emails, or inconsistent updates. Improve Collaboration: Share the database with your hiring team, assign tasks, and leave notes in real time. Faster Hiring Decisions: Visualize your entire hiring funnel to quickly identify bottlenecks and move faster. Custom Fit to Your Process: Whether you hire 5 or 50 candidates a month, the template scales to your workflow. Built-in Automation: Reduce manual tasks and improve response times by automating common actions. Remote-Ready: Perfect for distributed hiring teams—everyone stays on the same page with cloud-based access. Use Cases by Team Type: HR Teams: Track candidate pipelines across departments and roles. Coordinate with hiring managers and ensure timely onboarding. Recruitment Agencies: Manage clients’ job openings, applicant statuses, and interviews—customize it per client or role. Startup Founders: Stay hands-on with hiring while scaling the team, without investing in costly ATS software. Hiring Managers: Gain visibility on candidate progress, leave feedback, and align with HR at every stage. Operations Teams: Streamline internal hiring, internship drives, or contractor recruitment in an organized manner. Why Choose Stackby for Recruitment? Unlike traditional Applicant Tracking Systems (ATS), Stackby gives you the flexibility of spreadsheets, the power of databases, and the automation of modern SaaS tools—all in one. Build your hiring system exactly how your team works, not the other way around. Stackby’s Recruitment Pipeline Management template is the perfect place to start—no code required, no learning curve, and free to use. Get started today, and bring speed, structure, and visibility to your hiring process—all from one simple, collaborative template.  

Keeping an organized record of all your calls is essential for businesses, sales teams, customer support, and professionals who rely on phone communication. A Call Log Template simplifies tracking incoming and outgoing calls, ensuring that every conversation is recorded, categorized, and followed up on efficiently. With Stackby’s Call Log Template, you can maintain a structured database of all your call interactions, assign follow-up tasks, and analyze call trends for better decision-making. Whether managing customer inquiries, handling sales calls, or tracking internal communications, this template provides a streamlined approach to call tracking and management. Why Use a Call Log Template? Managing call logs manually through spreadsheets or paper records can lead to lost information, missed follow-ups, and a lack of insights into communication trends. This Call Log Template in Stackby helps you: Maintain a centralized database of all calls. Categorize calls based on type, priority, and status. Assign follow-ups and ensure no important calls are missed. Track response times, call durations, and outcomes. Generate insights to improve call handling and team efficiency. How Call Log Template Works in Stackby Stackby’s Call Log Template is designed to help businesses organize call records systematically. It consists of structured tables that allow users to log call details, assign tasks, and track follow-ups efficiently. Key Tables in the Call Log Template Call Records Table – Stores details of all incoming and outgoing calls, including date, time, caller information, and call duration. Contacts Table – Maintains a list of frequent contacts, helping teams access caller details instantly. Follow-Ups Table – Tracks pending actions and follow-ups to ensure effective communication. Call Status Table – Categorizes calls based on their outcome (Completed, Pending, Missed, or Follow-up Required). Each table is fully customizable, enabling users to tailor the template to their business needs. Key Features & Benefits of a Call Logging Template Track Every Call with Ease Log and record all inbound and outbound calls in a structured format. Include essential details like call type, duration, priority, and assigned team member. Categorize Calls & Assign Follow-Ups Mark calls as Customer Inquiry, Sales Call, Support, or Internal Communication for better organization. Assign follow-ups to team members and set reminders for pending calls. Improve Response Time & Communication Track response times and call handling efficiency. Ensure no call is missed by setting automated reminders for follow-ups Analyze Call Trends & Insights Generate reports on call volume, call duration, and response rates to optimize operations. Identify trends in customer inquiries, sales calls, or support interactions to improve service. Enhance Team Collaboration Share call logs with team members for better coordination and tracking. Use Stackby’s integrations to sync call data with CRM and other tools. Real-World Use Cases This template is perfect for: Sales Teams – Track prospect calls, schedule follow-ups, and optimize lead management. Customer Support – Log and analyze customer inquiries, ensuring timely responses. Business Owners & Managers – Maintain records of client interactions for better business decisions. Call Centers – Organize high volumes of calls, track agent performance, and improve response times. Getting Started with the Call Log Template Import the Call Log Template – Add it to your Stackby account. Customize Call Categories & Statuses – Define how you want to track different types of calls. Log Calls & Assign Follow-Ups – Record call details and assign follow-up actions. Analyze Call Data – Use filters and reports to track communication trends. Automate & Integrate – Set up automated notifications and integrate with CRM tools for seamless call management.

Whether you run a start-up venture, a small business, or a well-established multinational company, your employees are your most valuable asset. Companies define their goals and objectives and devise comprehensive strategies to achieve the same.  It is the employees that execute these plans and produce tangible results for the organization. As a result, it is safe to say that you cannot build a company without employees. Due to the diverse and ever-changing nature of the market space, your employees need to be constantly trained and reskilled to maintain and enhance their productivity. This is the function of employee training.  Employee training management refers to the company’s continuous initiatives and efforts to improve its employee’s performance. Training adds to the skills, knowledge, and efficiency of the employees. It is paramount for the growth and development of any company. Stackby’s Employee Training Plan template helps organisations in this endeavor. Training can be given to new candidates who join your company or existing employees to improve their skills and refresh their knowledge. This will keep your workers up-to-date with the latest technologies and provide you with an edge over your competitors in the market. Why is employee training essential? Every company devotes substantial time and resources towards training their employees. The question arises: Why? Training adds and improves the skill set of your employees. It increases overall employee morale and level of job satisfaction. It increases their chances of promotion shortly. Training teaches the employees how to deal with complex and challenging situations. A well-trained employee is more likely to adopt an innovative and creative approach toward his or her job. Training reduces and eventually eliminates the need for tight supervision and control. Improves employee commitment and loyalty towards the company. Training can be done on the job or off the job. Regardless of its nature, an employee training plan helps a company retain the best talent and boost its revenue. Are you looking for a tool to help you manage and monitor your employee training plan? If your answer is yes, then you’ve come to the right place! With Stackby’s Employee Training Management Template, you can organize employee training programs easily! Using this training plan template, you will now be able to: Track the ongoing and upcoming training programs for employees. Record the location allotted for a particular training program (Conference room/ Meeting room/ etc.). Keep track of the departments participating in each training program (Marketing/ Sales/ Operations/ etc.). Record the date on which the program will be conducted. Store the names of the speakers who are a part of the training program. Record the details of your team members and the training programs they have participated till date. Store their contact details and track their attendance. Record the feedback received from each employee regarding a particular training program. Update the details as and when required.  Training your employees has never been so easy! Copy the stack and adopt this easy to use training plan template today.  Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form