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Free HR templates that actually get used.

Practical Excel templates for performance and skills — built from the same thinking behind Clovert. Download, keep, use them however you like.

Excel · 6 sheets

Performance Review Template

Weighted goals, employee and manager ratings side by side, six ready-made competencies, and a development plan that turns the review into next steps.

  • ✓ Goals with weights and achievement %
  • ✓ Self-rating next to manager rating
  • ✓ Competency assessment with definitions
  • ✓ Development plan with owners and deadlines
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Excel · 4 sheets

Skill Matrix Template

Map who knows what across production and warehouse teams, with a colour-coded heatmap that flags every skill only one person can do.

  • ✓ People × skills heatmap, 0–4 scale
  • ✓ Automatic single-point-of-failure flags
  • ✓ Skill risk summary with coverage counts
  • ✓ Dashboard for a quick leadership update
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The difference

Spreadsheets are snapshots. Clovert keeps the context.

These templates work, and you're welcome to them. But a spreadsheet only tells the truth on the day someone fills it in — it won't remind a manager in March about a goal set in January, and it won't connect a skill gap to a development plan. That's the part Clovert handles.

See Clovert live →