How is the probation period calculated?

Probation end = hire date + term in months − 1 day. Once probation has ended, it stops counting as a deadline so that it does not create needless alerts.

How many days ahead does it warn?

30 days by default; you can change the value in "Settings".

Do I need to update the date every day?

No. The blank template uses today's date, which updates every time the file is opened. In the sample the date is fixed so that you can see an example.

How do I remove the highlighting after a deadline is extended?

Enter the new date in the same cell and the red or yellow fill disappears on its own.

No. The file works in Excel 2007 and later and in LibreOffice, and all calculations use ordinary formulas.

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HR Deadline Tracker: Probation and Contract Dates — Excel Template

Employee register with automatic deadline control: end of probation, fixed-term contracts, medical checks and training. Overdue highlighting, a "to do" list and a summary by department.

≈ $3.59

290 ₽

Blank template + filled-in example · Excel 2007+, LibreOffice, Google Sheets

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What it is for

A fixed-term contract has expired, a medical check is overdue, probation has ended and no decision was made: this happens when deadlines live in someone's head or in different files. In this spreadsheet all dates are in one register: it calculates the end of probation, shows how many days remain to each deadline, highlights overdue items in red and the nearest ones in yellow, and builds a list of employees who need attention.

What is inside

"Settings": organization, report date (updates automatically) and how many days ahead to warn.
"Register": up to 60 employees: hire date, probation, fixed-term contract, medical check, training or certification; days to deadlines, the nearest deadline and a status.
"To do": an automatic list of employees with the status "Overdue" or "Soon", most urgent first.
"Summary": how many deadlines are overdue and soon to expire by type and department, a chart.

Who it is for

HR officers, department heads, office managers and owners of small companies who track deadlines themselves and do not want to miss anything.

What you get

The package contains a blank spreadsheet and a filled-in sample with fictional data, so you can see how the formulas and checks work. It is a spreadsheet built on ordinary formulas, not accounting software. All fixes and new versions of the project are free.

Compatibility

Excel 2007 and later, LibreOffice. No macros. The file is in English. Warning periods and thresholds are kept in the settings: check them against your local labour rules before use. The calculation is approximate.

📘 Probation Period and HR Deadline Tracker in Excel

Questions and answers

How is the probation period calculated?: Probation end = hire date + term in months − 1 day. Once probation has ended, it stops counting as a deadline so that it does not create needless alerts.
How many days ahead does it warn?: 30 days by default; you can change the value in "Settings".
Do I need to update the date every day?: No. The blank template uses today's date, which updates every time the file is opened. In the sample the date is fixed so that you can see an example.
How do I remove the highlighting after a deadline is extended?: Enter the new date in the same cell and the red or yellow fill disappears on its own.
Do I need macros?: No. The file works in Excel 2007 and later and in LibreOffice, and all calculations use ordinary formulas.