Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
Employee Information Form
Sharon Lewis Williams supplied this form to be kept on file by bank security and H.R. personnel to be used in the event of an incident involving an employee -- whether it's suffering a heart attack at work, or being the possible target of a kidnapping. We've provided it in two formats so that you can customize it as you see fit.
First published on 01/15/2005