Next Making Tax Digital quarterly update deadline: 7 November 2026.Start filing now

How to fill it in

  1. At the top of the Employee Record sheet, enter your Business name and the date in Updated.

  2. Add one row per employee: Emp No, Full Name, Job Title, Department and Start Date (dd/mm/yyyy).

  3. Choose a Contract Type (Permanent, Fixed-term, Part-time or Zero hours) and enter Hrs/Week.

  4. Enter the pay in Annual Salary / Hourly Rate, then set Pay Type to Annual salary or Hourly rate so it is clear which one the figure is.

  5. Add the NI Number, Emergency Contact and Emergency Phone.

  6. Set Status to Active, On leave or Left. The band counts TOTAL EMPLOYEES, ACTIVE and PART-TIME, and shows the DATE UPDATED. Change the Updated date each time you review the list.

This free employee records template keeps a master list of your staff in one Excel sheet: job title, department, start date, contract type, hours, pay basis, National Insurance number, emergency contact and employment status. Add one row per person, pick from the dropdowns, and the band at the top counts total, active and part-time employees for you.

What goes in each column?

Column What to enter
Emp No Your own reference, such as EMP001
Full Name, Job Title, Department As used on payroll
Start Date dd/mm/yyyy
Contract Type Permanent, Fixed-term, Part-time or Zero hours
Hrs/Week Contracted hours
Annual Salary / Hourly Rate and Pay Type The figure, and whether it is a salary or an hourly rate
NI Number From the employee or their P45
Emergency Contact and Emergency Phone Who to call and how
Status Active, On leave or Left

The sheet has room for 15 employees. Because it mixes salaries and hourly rates in one column, it does not total pay.

Why keep a staff list as well as payroll?

Payroll software holds what you pay people, but not always who to call in an emergency, who is on leave, or when someone’s fixed-term contract started. A single list makes it quicker to answer questions about your team and to check that payroll is complete: everyone marked Active should appear on your next pay run.

Keeping personal data safe

NI numbers and emergency contacts are personal data under UK GDPR. Keep the file access-controlled, share it password-protected, and review it regularly so you are not holding details for longer than you need. If you are a sole trader who also employs staff, see what Making Tax Digital for sole traders means for your own records.

Employee records template for UK small businesses: FAQs

Is this template free?

Yes. The employee records template is free to download; you just enter your email address to get the Excel file.

What should an employee record include?

At minimum, the person's name, job, start date, contract type, pay and NI number, plus an emergency contact. This template holds those in one row per person, with dropdowns for contract type, pay type and status.

What should I do when someone leaves?

Set their Status to Left rather than deleting the row, so the band stays accurate and you have the history. Then remove personal details you no longer need once your retention period ends.

How do I keep the file secure?

The file holds personal data, including NI numbers and emergency contacts. Store it somewhere access-controlled, password-protect it if you email or share it, limit who can open it, and do not keep details for longer than you need them.

When it is time to file, use aligned.tax

Keeping your records in Excel? Read our guide to free MTD spreadsheet templates to see how aligned.tax sends your quarterly update to HMRC from an .xlsx file. Free for individuals, see pricing.

Using the Google Sheets copy? Download it as an Excel (.xlsx) file before uploading it to aligned.tax.