Free register template · Word

Employee File Index

An employee file index is the contents page placed at the front of each personnel file. It lists every document by section, with date and page number, so anyone authorised can find a document quickly and spot what is missing.

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[Company Logo][Company Name]

EMPLOYEE FILE INDEX

Employee Name:: [Employee Name]
Employee ID:: [Employee ID]
File Opened:: [DD/MM/YYYY]
File Custodian:: [HR Name]

Section	Document	Document Date	Folio / Page	Access Level	Added by
1. Joining	Offer letter and acceptance	[DD/MM/YYYY]	[1-2]	HR	[Initials]
1. Joining	Appointment letter	[DD/MM/YYYY]	[3-5]	HR	[Initials]
2. Statutory	PF / ESIC declarations, nominations	[DD/MM/YYYY]	[6-9]	HR	[Initials]
3. Compensation	Increment and revision letters	[DD/MM/YYYY]	[10]	HR – restricted	[Initials]
4. Performance and Training	Appraisal forms, certificates	[DD/MM/YYYY]	[11-14]	HR	[Initials]
5. Conduct (sealed)	[Document]	[DD/MM/YYYY]	[Page]	HR head only	[Initials]
6. Exit	Resignation, relieving letter, F&F	[DD/MM/YYYY]	[Page]	HR	[Initials]

File Review Log

Review Date	Reviewed by	Documents Removed (past retention)	Remarks
[DD/MM/YYYY]	[HR Name]	[List / None]	[Remarks]
[DD/MM/YYYY]	[HR Name]	[List / None]	[Remarks]

Medical documents are not kept in this file; they are held separately with restricted access. This file is reviewed periodically and documents past their retention period are securely destroyed.

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What this template includes

Standard sections such as joining, statutory, compensation, performance and exit
Document title and date
Page or folio number
Access level for sensitive sections
Added-by initials
Last-reviewed date

When to use it

Opening a new personnel file at joining
Reorganising old files into standard sections
Preparing files for an audit or due diligence
Handing over files when the HR executive changes

How to customise this template

1Fix a standard section order for all files
2Mark restricted sections such as medical or disciplinary
3Use folio numbers in physical files and folder names in digital ones
4Print on coloured paper so it is easy to find
5Update the index every time a document is added

HR tips

Store medical and disciplinary papers in sealed or restricted sub-sections
Do not add documents without updating the index
Use the same index in physical and digital files
Review files annually to remove documents past retention

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Frequently asked questions

What is an employee file index?+

It is a contents list at the front of a personnel file showing each document, section and page number.

What sections should a personnel file have?+

Common sections are joining, identity and statutory, compensation, performance and training, conduct, and exit.

Who can access an employee's file?+

Only authorised HR staff, and others with a legitimate need, such as auditors; the employee can view their own records on request.

All 50 employee personal & master records →

[Company Logo][Company Name]
EMPLOYEE PERSONAL INFORMATION FORM
Company:
[Company Name]
Employee ID:
[Employee ID]
Date of Joining:
[Date of Joining]
Form Date:
[Date]
1. Personal Details
Full Name (as per PAN / ID)
Preferred Name
Date of Birth (DD/MM/YYYY)
Gender (optional)
Nationality
Marital Status (optional)
2. Contact Details
Personal Mobile Number
Alternate Mobile Number
Personal Email ID
Current Address with PIN Code
Permanent Address with PIN Code
3. Statutory and Payroll Details
Form · Word
Employee Personal Information Form
Download .docx

Full Name (as per PAN / ID)
Preferred Name
Date of Birth (DD/MM/YYYY)
Gender (optional)
Nationality
Marital Status (optional)

Personal Mobile Number
Alternate Mobile Number
Personal Email ID
Current Address with PIN Code
Permanent Address with PIN Code

[Company Logo][Company Name]

EMPLOYEE MASTER DATA SHEET

Company:: [Company Name]
Data as on:: [DD/MM/YYYY]
Maintained by:: [HR Name]

This sheet holds the minimum master data needed to run payroll, headcount reporting and statutory compliance. Bank details, health information and identity documents are kept in separate restricted records and are not entered here.

Emp ID	Employee Name	Department	Designation	Reporting Manager	Date of Joining	Employment Type	Work Location	UAN	ESIC No.	Status	Last Updated
[Employee ID]	[Employee Name]	[Department]	[Designation]	[Reporting Manager]	[DD/MM/YYYY]	[Permanent / Contract / Trainee]	[Work Location]	[UAN]	[ESIC No. / NA]	[Active / Notice / Exited]	[DD/MM/YYYY]
[Employee ID]	[Employee Name]	[Department]	[Designation]	[Reporting Manager]	[DD/MM/YYYY]	[Permanent / Contract / Trainee]	[Work Location]	[UAN]	[ESIC No. / NA]	[Active / Notice / Exited]	[DD/MM/YYYY]
[Employee ID]	[Employee Name]	[Department]	[Designation]	[Reporting Manager]	[DD/MM/YYYY]	[Permanent / Contract / Trainee]	[Work Location]	[UAN]	[ESIC No. / NA]	[Active / Notice / Exited]	[DD/MM/YYYY]
[Employee ID]	[Employee Name]	[Department]	[Designation]	[Reporting Manager]	[DD/MM/YYYY]	[Permanent / Contract / Trainee]	[Work Location]	[UAN]	[ESIC No. / NA]	[Active / Notice / Exited]	[DD/MM/YYYY]

Column guidance

Emp ID: never reuse an ID after an employee exits.
Employment Type: use only the values in your drop-down list.
ESIC No.: enter NA where wages exceed the ESI coverage limit of ₹21,000 per month.
Status: change to Exited only after the last working day is confirmed.

Privacy notice: [Company Name] collects the details on this page only for workforce administration, payroll and statutory reporting. Access is limited to authorised HR staff, and the record will be kept for as long as the employee is on the rolls and for the archival period in the records retention policy, after which it will be securely deleted or destroyed. You may ask HR to see or correct your data, consistent with the Digital Personal Data Protection Act, 2023.

Template · Word

Employee Master Data Sheet

Download .docx

[Company Logo][Company Name]

Name of Establishment:: [Company Name]
Address:: [Company Address]
Registration No.:: [Registration Number]
Register Period:: [DD/MM/YYYY] to [DD/MM/YYYY]

Sl. No.	Emp ID	Name of Employee	Father / Spouse Name	Gender	Date of Birth	Designation	Nature of Employment	Date of Joining	Date of Leaving	Reason for Leaving	Initials of Authorised Person
1	[Employee ID]	[Employee Name]	[Name]	[M/F/Other]	[DD/MM/YYYY]	[Designation]	[Permanent / Fixed-term / Contract]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Resignation / Retirement / Other]	[Initials]
2	[Employee ID]	[Employee Name]	[Name]	[M/F/Other]	[DD/MM/YYYY]	[Designation]	[Nature]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Reason]	[Initials]
3	[Employee ID]	[Employee Name]	[Name]	[M/F/Other]	[DD/MM/YYYY]	[Designation]	[Nature]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Reason]	[Initials]

Instructions for maintaining this register

Enter employees in order of joining and keep serial numbers continuous.
Fill Date of Leaving and Reason for Leaving only after exit formalities are complete.
Corrections must be struck through once, rewritten and initialled with the date.
The register must not hold bank, health or full Aadhaar details.
Produce the register when requested by an authorised inspector.

Privacy notice: [Company Name] collects the details on this page only for maintaining the statutory register of employees and confirming service history. Access is limited to authorised HR staff, and the record will be kept for the period required by applicable labour laws and the company retention policy, after which it will be securely deleted or destroyed. You may ask HR to see or correct your data, consistent with the Digital Personal Data Protection Act, 2023.

Maintained by
[HR Name]
[Designation]

Certified by
[Authorised Signatory]
For [Company Name]

Employee Master Register

Download .docx

[Company Logo][Company Name]

EMPLOYEE DATABASE FORMAT – FIELD DICTIONARY

Organisation:: [Company Name]
Version:: [Version Number]
Approved on:: [DD/MM/YYYY]
Data Owner:: [HR Name]

This field dictionary defines the employee database for [Company Name]. Each field must have a stated purpose; fields without a purpose are not collected.

Field Name	Data Type / Format	Mandatory	Purpose	Access Level	Retention
Employee ID	Alphanumeric, unique	Yes	Primary key across systems	All HR, payroll, manager	Permanent (service record)
Full Name	Text, as per PAN	Yes	Identification, payslips	All HR, payroll, manager	Employment + retention period
Date of Birth	DD/MM/YYYY	Yes	Age checks, PF records	HR, payroll	Employment + retention period
Aadhaar	Last 4 digits only	No	Identity check, PF KYC	HR only	Employment + retention period
Bank Account / IFSC	Numeric / 11-character code	Yes	Salary credit	Payroll only	Employment + retention period
[Field Name]	[Format]	[Yes / No]	[Purpose]	[Role]	[Period]

Access levels

HR administrator: full read and edit access.
Payroll: salary, bank, statutory fields only.
Reporting manager: work-related fields for direct reports only.
Employee: read access to own record through self-service.

Privacy notice: [Company Name] collects the details on this page only for designing and operating the employee database. Access is limited to authorised HR staff, and the record will be kept for the retention periods listed against each field above, after which it will be securely deleted or destroyed. You may ask HR to see or correct your data, consistent with the Digital Personal Data Protection Act, 2023.

Template · Word

Employee Database Format

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[Company Logo][Company Name]
EMPLOYEE ID ALLOCATION FORM
Form No.:
[Reference Number]
Date of Request:
[Date]
Requested by:
[HR Name]
A. Joiner Details
Name of Joiner [Employee Name]
Designation [Designation]
Department [Department]
Reporting Manager [Reporting Manager]
Work Location [Work Location]
Date of Joining [Date of Joining]
B. Category
- Permanent employee
- Fixed-term employee
- Trainee / Apprentice
- Intern
- Rejoining employee (previous ID: [Employee ID])
C. Allocation (HR Operations)
Form · Word
Employee ID Allocation Form
Download .docx

Name of Joiner	[Employee Name]
Designation	[Designation]
Department	[Department]
Reporting Manager	[Reporting Manager]
Work Location	[Work Location]
Date of Joining	[Date of Joining]

[Company Logo][Company Name]

EMPLOYEE CODE REGISTER

Company / Entity:: [Company Name]
Code Series:: [Prefix]-0001 to [Prefix]-9999
Register Owner:: [HR Name]

Employee Code	Employee Name	Department	Category	Allocation Form Ref.	Date Issued	Date Deactivated	Access Removed (Y/N)	Status	Remarks
[Employee ID]	[Employee Name]	[Department]	[Permanent / Contract / Intern]	[Reference Number]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Y/N]	[Active / Deactivated]	[Remarks]
[Employee ID]	[Employee Name]	[Department]	[Category]	[Reference Number]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Y/N]	[Status]	[Remarks]
[Employee ID]	[Employee Name]	[Department]	[Category]	[Reference Number]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Y/N]	[Status]	[Remarks]
[Employee ID]	[Unallotted]	-	-	-	-	-	-	[Available]	[Next in series]

Rules

Each code is allotted once and is never reused.
Every row must reference an approved Employee ID Allocation Form.
On exit, enter the last working day as the deactivation date within two working days.
Quarterly, reconcile active codes with the payroll register and note mismatches below.

Quarterly reconciliation date
Mismatches found
Action taken

This register holds only the details needed to control employee codes. It is accessible to HR operations and internal audit only, as part of the company's data-minimisation practice under the Digital Personal Data Protection Act, 2023.

Employee Code Register

Download .docx

[Company Logo][Company Name]

EMPLOYEE PHOTO REGISTER

Company:: [Company Name]
Location:: [Work Location]
Maintained by:: [HR Name]

Sl.	Employee ID	Employee Name	Date Taken	Purpose	Consent for Optional Use (Y/N)	Storage Location	Deletion Due	Deleted On	HR Initials
1	[Employee ID]	[Employee Name]	[DD/MM/YYYY]	[ID card / Access system]	[Y/N]	[HRMS / Folder path]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Initials]
2	[Employee ID]	[Employee Name]	[DD/MM/YYYY]	[Purpose]	[Y/N]	[Location]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Initials]
3	[Employee ID]	[Employee Name]	[DD/MM/YYYY]	[Purpose]	[Y/N]	[Location]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Initials]

Permitted purposes

Essential: photo ID card, access control, HRMS profile.
Optional (consent needed): intranet directory, website, brochures, event coverage.

Employee consent for optional use

I, [Employee Name], agree that my photograph may be used for: [Optional Purpose]. I understand I can withdraw this consent at any time by writing to HR, and that withdrawal will not affect my employment.

Employee Photo Register

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[Company Logo][Company Name]

SPECIMEN SIGNATURE REGISTER

Company:: [Company Name]
Department:: [Department]
Register Ref.:: [Reference Number]

Employee ID	Employee Name	Designation	Specimen Signature 1	Specimen Signature 2	Initials	Authority / Documents	Limit (₹)	Effective From	Withdrawn On	Attested by
[Employee ID]	[Employee Name]	[Designation]	[Sign]	[Sign]	[Initials]	[Vouchers / Purchase orders]	[Amount]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Authorised Signatory]
[Employee ID]	[Employee Name]	[Designation]	[Sign]	[Sign]	[Initials]	[Authority]	[Amount]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Authorised Signatory]
[Employee ID]	[Employee Name]	[Designation]	[Sign]	[Sign]	[Initials]	[Authority]	[Amount]	[DD/MM/YYYY]	[DD/MM/YYYY]	[Authorised Signatory]

Declaration by authorised employee

I confirm that the specimen signatures and initials above are my own. I will sign company documents only within the authority and limit stated, and I will inform HR immediately if my role changes.

Employee
[Employee Name]
Date: [Date]

Attested by
[Authorised Signatory]
For [Company Name]

Privacy notice: [Company Name] collects the details on this page only for verifying signatures on company documents within delegated authority. Access is limited to authorised HR staff, and the record will be kept for the period of signing authority plus the audit retention period, after which it will be securely deleted or destroyed. You may ask HR to see or correct your data, consistent with the Digital Personal Data Protection Act, 2023.

Employee Signature Register

Download .docx

Employee File Index

Preview of the register

File Review Log

What this template includes

When to use it

How to customise this template

HR tips

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Frequently asked questions

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