People and performance
Employee Directory, HR Dashboard, reviews, goals, one-to-ones and improvement actions.
EXCEL TOOLS + EDITABLE FORMS + OPTIONAL AI
Keep recurring HR work, records and follow-up organised in one practical Excel system.
Track employee records, reviews, hiring, onboarding, training and actions. Prepare clearer records with companion forms, guided workflows and optional AI prompts.
$24.99 USD · one-time purchase
Digital ZIP download. Microsoft Excel and Word required for editable files. Applicable tax shown at Stripe checkout. The companion book is sold separately.

Employee Directory, HR Dashboard, reviews, goals, one-to-ones and improvement actions.
Recruitment, interview scores, candidate comparison, question planning, onboarding and 30/60/90 plans.
Cases, meeting records, training, skills, leave, HR Calendar and a central Actions register.
48 HR prompts, AI Prompt Builder, Personal Prompts, Prompt Chaining, input preparation, output review and guided workflows.
22 HR form designs in Word, with printable A4 and US Letter versions. Alternate formats are versions of the same designs.
Blank and fictional example workbooks, Start Here, Help / FAQ, advanced help and practical quick references.


Save a working copy, configure the reporting date and organisation settings, then choose a workflow. Word forms and PDFs do not populate automatically from Excel; transfer agreed information manually.
| Your need | Choose |
|---|---|
| One employee performance review, goals and an optional prompt | Free review starter kit |
| Recurring people management, hiring, onboarding and HR actions | Complete HR Manager Toolkit · $24.99 USD |
The tools use Role + Task + Context + Output. The workbook sends nothing to an AI service, needs no API key and makes no automatic employment decisions. Follow your organisation’s AI/privacy policy, minimise confidential information and verify every draft.
AI Productivity for HR Professionals by Mercer Lane explains the wider method and workflows. The book is sold separately and is not needed to use the toolkit.
Microsoft Excel for the workbooks and Microsoft Word for the editable forms. A PDF reader is sufficient for printable references. No specific desktop version is certified. Excel for Mac and concurrent editing have not been tested. Google Sheets and Apple Numbers are not formally supported. Check a separate working copy in your approved environment.
The supplied licence permits copying and adapting these files for your own internal professional or business work, including sharing working records with authorised colleagues in your organisation. Retain Mercer Lane Press attribution in master templates. Resale, redistribution, sublicensing and distribution to other organisations are not permitted.
After Stripe confirms payment, return to the secure download page and save the ZIP. If payment is processing, access begins after it is confirmed. Keep your receipt. If you miss the download page or need help restoring access, email mercerlanepress@gmail.com using your checkout email address.
It is a general HR administration and productivity resource. It does not replace payroll, an HR information system, access controls, or qualified HR/legal advice. Leave calculations do not create entitlement balances; recurring calendar entries and actions require manual follow-up. Worksheet protection is not encryption.
Applicable consumer rights remain in place. Stripe Managed Payments handles checkout transaction support, and Mercer Lane Press can help with product questions. Read digital delivery and refund information and site terms before buying.
$24.99 USD · one-time purchase
ZIP download · Internal professional/business use · Applicable tax shown at checkout. By purchasing, you agree to the site terms and supplied product licence. See delivery and refund information.