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.
Human Resources Review
This tool from BOL user Brenda Williams, in the form of an Excel spreadsheet, provides a questionnaire designed to ensure that six different areas of HR are properly reviewed:
- new hires and payrolls;
- terminations;
- benefits;
- employment advertising;
- OSHA; and
- required notices.