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HR Excel Templates With ClickUp

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How to Replace HR Excel Templates With ClickUp

ClickUp helps HR teams move beyond static spreadsheets and manage people operations in a streamlined, automated workspace. This how-to guide shows you how to rebuild common HR Excel templates as powerful, reusable views, docs, and dashboards.

We will follow the structure of common HR Excel templates and translate each one into a practical workflow you can set up inside ClickUp.

Step 1: Plan Your HR Workspace in ClickUp

Before you recreate any Excel templates, design a simple structure for your HR operations.

Set up your HR hierarchy in ClickUp

  1. Create a new Workspace if you manage a dedicated HR function.

  2. Add a Space called “HR” or “People Operations.”

  3. Within that Space, create Folders for key processes, such as:

    • Recruiting

    • Onboarding

    • Employee Records

    • Compensation & Payroll

    • Performance & Reviews

    • Time & Attendance

This structure mirrors how many HR Excel templates are organized in separate files and tabs, but keeps everything connected in one ClickUp hub.

Create Lists to mirror existing HR spreadsheets

Inside each Folder, add Lists that correspond to your most-used spreadsheets. For example:

  • Employee Records List for personal and job details

  • Recruiting Pipeline List for candidates and stages

  • Payroll & Benefits List for salaries and deductions

  • Training & Development List for courses and completions

Every row you used to track in Excel becomes a task with custom fields in ClickUp.

Step 2: Build an Employee Database From Excel to ClickUp

Most HR teams start with a master employee spreadsheet. You can recreate and enhance this template using custom fields and views.

Import your existing Excel employee sheet into ClickUp

  1. Open the HR Space and navigate to your Employee Records List.

  2. Use the import option and choose your Excel file or CSV export.

  3. Map each column from your spreadsheet to a ClickUp field, such as:

    • Employee Name → Task name

    • Job Title → Dropdown or text field

    • Department → Dropdown field

    • Manager → User or text field

    • Hire Date → Date field

    • Status (Active/Inactive) → Dropdown or checkbox

After import, every employee becomes a task, making it easier to link records to reviews, training, and payroll items inside ClickUp.

Create views that replace HR Excel filters

Instead of sorting and filtering manually in Excel, set up Saved Views:

  • Active Employees View: Filter Status = Active

  • New Hires View: Filter by Hire Date within the last 30 or 90 days

  • By Department: Group tasks by Department custom field

  • Contractors View: Filter by Employment Type custom field

These views behave like always-on HR Excel templates that auto-update as data changes in ClickUp.

Step 3: Recreate HR Recruitment Templates in ClickUp

Recruitment pipelines often live in complex Excel workbooks. You can transform those sheets into an interactive board and list in ClickUp.

Design a recruiting pipeline board

  1. Create a Recruiting List under the HR Folder.

  2. Switch to Board view and define columns for pipeline stages, such as:

    • Sourcing

    • Phone Screen

    • Hiring Manager Interview

    • Panel Interview

    • Offer

    • Hired / Rejected

  3. Add custom fields you typically track in Excel, for example:

    • Role

    • Salary Range

    • Candidate Source

    • Interview Date

    • Decision

Each candidate is now a task you can move across stages with drag-and-drop instead of manually updating Excel cells.

Automate candidate updates with ClickUp

Use automation to remove repetitive spreadsheet edits:

  • When a task moves to Hired, automatically change Status and tag the candidate as “Hired.”

  • When a due date passes, notify the recruiter to follow up.

  • When stage = Offer, assign the task to HR for documentation.

This turns your recruiting Excel template into a live workflow inside ClickUp.

Step 4: Move Payroll and Compensation Tracking to ClickUp

Payroll templates in Excel usually track salary, bonuses, and deductions. ClickUp can centralize this information while remaining connected to employee records.

Create a compensation List in ClickUp

  1. Create a Compensation & Payroll List in your HR Space.

  2. For each employee, add a task or link back to the Employee Records task using relationships.

  3. Add custom fields for:

    • Base Salary

    • Bonus Eligibility

    • Pay Frequency

    • Last Salary Review Date

    • Next Review Date

Use Table view to see a clean, Excel-like grid with all compensation details, powered by ClickUp fields and filters.

Track adjustments and approvals

Instead of adding new columns for every change in Excel, log history directly in tasks:

  • Use comments to document approval decisions.

  • Attach letters or payroll change forms.

  • Create subtasks for “Prepare new contract,” “Update payroll system,” or “Notify finance.”

With ClickUp, your old static HR Excel templates for pay changes become auditable workflows.

Step 5: Replace Performance Review Excel Templates With ClickUp

Performance reviews often require multiple sheets: goals, ratings, feedback, and timelines. You can consolidate all of this in ClickUp.

Set up a performance review cycle

  1. Create a Performance & Reviews Folder.

  2. Add a List for each review cycle, such as “2025 Mid-Year Reviews.”

  3. Create one task per employee review and link to the related employee record.

  4. Add custom fields equivalent to your Excel columns:

    • Overall Rating

    • Promotion Eligibility

    • Salary Adjustment %

    • Manager Name

Managers can fill in details directly in ClickUp, removing the need for emailing individual Excel files.

Use ClickUp Docs instead of separate HR Excel forms

Where you used to send an Excel or Word form, create a ClickUp Doc template that includes:

  • Review instructions

  • Goals and achievements section

  • Competency ratings table

  • Development plan

Attach the Doc to each employee review task, or embed it so HR, managers, and employees can collaborate in real time.

Step 6: Turn Training and Attendance Templates Into ClickUp Workflows

Training logs and attendance tracking are common HR Excel templates that translate well into ClickUp Lists and Dashboards.

Build a training tracker in ClickUp

  1. Create a Training & Development List.

  2. Decide whether each task represents a course or an employee-course combination. For smaller teams, a task per employee per course offers better detail.

  3. Add custom fields, such as:

    • Course Name

    • Required / Optional

    • Due Date

    • Completion Date

    • Score or Certification

Filters and groups replace the manual Excel sorting you previously did to see who is overdue or who has completed mandatory modules.

Track attendance and schedules

For shift management and attendance logs:

  • Create a Time & Attendance List.

  • Use Calendar view to visualize shifts and absences.

  • Add custom fields for Shift Type, Location, and Attendance Status.

  • Set recurring tasks for regular shifts to reduce manual data entry.

These views mirror your HR Excel templates but stay synced with employee records, requests, and approval workflows in ClickUp.

Step 7: Use ClickUp Dashboards to Replace Summary Excel Sheets

Many HR Excel templates include pivot tables and summary tabs. ClickUp Dashboards give you a live, visual replacement.

Create an HR overview Dashboard

  1. Open Dashboards in your Workspace and create a new HR Dashboard.

  2. Add widgets that pull data from your HR Lists, such as:

    • Number of active employees

    • Open roles by department

    • Overdue performance reviews

    • Training completion rates

  3. Share the Dashboard with HR leaders, finance, or executives.

This replaces manual Excel reporting, since ClickUp refreshes metrics as tasks and fields update.

Step 8: Learn More and Optimize Your Setup

If you want to explore additional HR Excel templates and see how they compare to a modern workspace, review the original resource at this detailed ClickUp HR Excel templates article. It outlines common spreadsheets for recruiting, onboarding, payroll, and performance that you can re-create using the steps above.

For broader workflow optimization, automation strategy, and systems design beyond HR, you can also learn from consulting experts such as Consultevo, which focuses on modern business systems and process improvement.

By converting your HR Excel templates into structured Lists, views, Docs, and Dashboards, ClickUp centralizes employee data and automates repetitive work. Start by importing your most-used spreadsheets, then gradually expand into recruiting, payroll, and performance so your entire HR operation runs from a single, connected workspace.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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