Ultimate UK Employer Complete Bundle

It's Monday, someone has called in sick, a new starter needs a right to work check, the tronc is due and the fire alarm test was last week, or was it? This bundle puts the 10 records a UK employer keeps in one download.

Made for small UK employers who do their own HR and admin without HR software: hospitality, trades, shops, offices and practices. Each tool takes about 5 to 15 minutes to set up. Not payroll software (it does not run PAYE or file RTI) and not legal advice.

▶ Easy Start Here guide for every tool included – video tutorials coming to our YouTube channel

What you get: 10 PHKSheets tools (10 spreadsheets) in one download. Spreadsheets work in Microsoft Excel and Google Sheets, with no macros.

Save 40% compared with buying the 10 tools separately at our current listing prices (£125.90 separately, £74.99 for the bundle, both before VAT).

What it does for you

• PTO & Leave Tracker: annual leave balances, UK bank holidays and a team calendar
• Bradford Factor Absence Tracker: sickness absence log with Bradford scores and return-to-work tracking
• Holiday Pay Calculator: 12.07% accrual for irregular hours and the 52-week average holiday pay check
• Training Matrix: every employee x every course, with certificate expiry dates in red, amber and green
• Right to Work Check Register: manual, share code and digital ID checks with follow-up dates for time-limited permission
• Tronc & Tips Tracker: fair tip shares to the penny with pay-by dates under the Allocation of Tips Act
• CIS Contractor Tracker: CIS deductions, payment statements and monthly CIS300 return figures for up to 100 subcontractors
• Accident Book & Incident Log: accidents and near misses with RIDDOR report-by dates and follow-up actions
• COSHH Register: hazardous substances, safety data sheets, review dates and LEV and mask checks
• Fire Safety Logbook: fire alarm, emergency lighting, extinguisher checks, drills, faults and training

How it works (3 steps)

1. Open each example file to see how it works, then use the -BLANK copies.
2. Start with the tools you need this month (for example leave, right to work, accident book), then add the rest.
3. Check each Dashboard weekly: it lists what is due, overdue or missing.

What's included

• Start-here.pdf: open this first. It lists every file, says which one to open first, and includes each tool's one-page guide
• 1-PTO-Bradford-Holiday-Pay.zip: PTO & Leave Tracker (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); Bradford Factor Absence Tracker (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); Holiday Pay Calculator (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 2-Training-Matrix-and-Right-to-Work.zip: Training Matrix (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); Right to Work Check Register (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 3-Tronc-Tips-and-CIS-Contractor.zip: Tronc & Tips Tracker (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); CIS Contractor Tracker (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 4-Accident-COSHH-Fire-Safety.zip: Accident Book & Incident Log (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); COSHH Register (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); Fire Safety Logbook (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• Why zips? To keep the download tidy, the 10 tools come as Start-here.pdf plus 4 clearly named .zip files. Each zip opens to one folder per tool

Compatibility

• Spreadsheets: Microsoft Excel 2010 or newer (Windows & Mac) and Microsoft 365, and Google Sheets (free Google account). To use Google Sheets: upload the .xlsx to Google Drive, right-click > Open with > Google Sheets, then File > Save as Google Sheets. Set File > Settings > Locale to United Kingdom for £ and UK dates
• Spreadsheets are not designed for Apple Numbers or mobile-only editing. A computer is recommended
• No macros, add-ons or subscriptions

Instant download

This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you. Stuck or have a question? Email info@phkmedia.co.uk and I'll gladly help you set it up.

Good to know

• Every example file uses fictional names and figures
• Each spreadsheet has built-in checks that flag missing or odd entries
• FAQ: Do I need all 10? No. Start with the ones you need now; each works on its own and none depends on another
• FAQ: Does it run payroll? No. The holiday pay, tronc and CIS tools work out figures for you to put through your payroll
• FAQ: Is it a subscription? No. You pay once and keep the files

DISCLAIMER

These templates are record-keeping aids, not legal, HR, tax or health and safety advice. Check gov.uk, HMRC, HSE or a qualified adviser for your situation. All names and figures in the example files are fictional.

Licence: Licensed for use within one business. Please do not resell, share or redistribute the files.

AI disclosure: These templates and their listing images were designed by PHK MEDIA LTD with the help of AI tools. All formulas were tested and the files were reviewed and finalised by the seller.

© PHK MEDIA LTD

Licence: Licensed for use within one business or household. You may edit and print the files for that business. You may not resell, share or upload them for others.