Top 10 Paid Record Keeping Templates

Organising and structuring for a fast-growing business can be tricky, but we're here to simplify it. Introducing the 'Business Wiki Notion Dashboard', your go-to organisational tool that brings clarity to your agency's operations. It's built to support your entire team, from managing client details to streamlining internal processes.

🔍 Who's It For?
Perfect for small to medium-sized businesses, agency owners, and creative teams seeking an organised and efficient way to manage their internal resources, client information, and project records. It is perfect for design-based or creative businesses.

🌈 What's Inside?
- Internal Resources: A section where you can introduce your business & core values and gather important improvement ideas.
- Client Management: Easy access to client lists (CRM template), email templates, and briefs, ensuring client communications is smooth.
- Record Keeping: Keep tabs on weekly meetings and tasks with an integrated record system.
- Employee Hub: A space to keep useful resources like onboarding and time-off requests.
- Apps & Tools: A database of curated apps and top mockups available for your team to use. Free 85+ Free and Paid mockups list is inside for reference.
- Guides: A comprehensive library where you can upload your own file guidelines, review protocols and learning guides. Free ‘Self-check Design guideline’ included for design agencies.

💡 Why You'll Love It:
- Time-Saving: With quick access to resources and records, you’ll spend less time searching and more time creating.
- Tailored to Agencies: Every category and template is crafted with the needs of agencies in mind.
- Scalable: As your business grows, so does your Agency Wiki, making it the only Notion Dashboard you’ll ever need.
- Unique: The template is easily adjustable to accommodate to your own business needs.
- Note: some pages are empty and only provide you structure to fill it with your individual business information.

A company leave planner calendar is an essential tool for any business owner who wants to ensure that their employees are not overworked and underpaid. It’s also useful if you want to keep track of your own work schedule, so that you can make sure that you have enough time off to do the things that you enjoy. In this article we will discuss some of the advantages of using a company leave plan calendar.

This template is perfect for organizing your staff performance reviews.

A performance review, also known as a performance appraisal or employee evaluation, is a kind of assessment where an employee’s job performance is evaluated. They’re usually conducted at specific times throughout the year; often quarterly, bi-annually, or annually.

This Career planneris the perfect tool to help you stay organized and on track with your career goals.
With this template, you can easily plan and track your job search process. It includes a Job Application Template and a lot of other templates like Career Goals, Tasks, Professional Development and more, allowing you to keep all your job applications in one place and stay on top of deadlines.

The HR Manager Essentials template is an all-encompassing toolkit designed to streamline the operations of your HR department. With over 60 meticulously crafted templates and checklists, it covers every aspect of HR management, from employee onboarding and offboarding to performance reviews, training, and development. This template is not just a collection of documents; it's a system that integrates quick reference links for seamless connection to specialist software for data collection, surveys, and analysis, ensuring a smooth workflow within your HR processes.

Template Features
- Comprehensive Onboarding & Offboarding: Includes an Employee Onboarding System, Off-Boarding Checklist, Exit Interview, and Equipment Return Process Checklist to ensure a smooth transition for employees entering or leaving your organization.
- Recruitment Tools: Features an Applicant Tracking System, Job Posting Copy, and Offer Letter Copy to streamline the hiring process.
Performance Management: Equipped with Performance Reviews, Employee Self-Evaluation forms, and an Employee Training Management system to foster growth and development.
- Engagement & Feedback: Contains Employee Engagement Surveys, Feedback Collection Forms, and Survey Results Analysis tools to gauge and enhance employee satisfaction.
- HR Meetings & Scheduling: Offers templates for Meeting Agendas & Notes, a Leave Planner, and Simple Staff Rostering to keep HR operations organized.
- Policy & Compliance: Includes a Policies and Procedures Manual and HR Compliance Checklist to ensure your department adheres to necessary regulations and standards.
- Vendor & Contract Management: Provides resources for Vendor Management and managing Contracts & Agreements efficiently.
- Diversity & Inclusion: Features DEI Initiatives and Goals Checklist and Inclusive Hiring Practices Checklist to promote a diverse and inclusive workplace culture.
- Health & Safety: Contains Safety Protocols & Guidelines, Incident Reporting Forms, and Emergency Contacts to ensure workplace safety.
- Budget & Analytics: Equipped with an HR Budget, HR Expense Tracker, Monthly & Annual HR Reports, and a Key HR Metrics Dashboard for comprehensive financial and performance tracking.

A template to keep a record of your identified risks and to track contingency plans for each. It allows you to record both threats and opportunities.
- Different views of the database to adapt to your needs.
- Monitoring the status of both positive and negative risks.
- Automatic calculation of risk severity.
- Automatic tags to categorize risks based on the severity score obtained.
- Space to plan specific strategies and actions to address a risk, as well as planned contingency actions in case they occur.
- Some theoretical descriptions and links to help you enhance your risk management.

It's aimed at photographers who need to organize this kind of information, people who want to get the most out of their films, and who want to remember how they used the films quickly and easily.

Supercharge Your Business with the Ultimate Notion Template for Balanced Scorecards. Achieve Goals, Simplify Metrics, and Stay Ahead of the Game.

FEATURES
Why Choose Notion Scorecard Mastery Template?
Discover the Unbeatable Benefits of Our Notion Template

Effortless Strategy Tracking:
Streamline your strategy execution effortlessly. The Scorecard Notion template simplifies tracking and measuring progress, so you can focus on what matters most.

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Achieve enterprise-level results without breaking the bank. Say goodbye to expensive software and consultants while maintaining top-notch performance.

Customized for You:
Adapt your Balanced Scorecard to fit your unique needs. Enjoy the flexibility of Notion and tailor your strategy framework without limitations.

Visualize Success:
Watch your progress come alive with our visual progress circles. Gain a clear view of your objectives and stay motivated every step of the way.

This is a minimal template to help you do your monthly reviews. 
• It asks you 6 questions reflecting on the month, every month end
• It has a reminder set a day before the last Saturday of the month to prompt you to do your monthly review
• With this template you can have a look at your milestones, realizations & progress for the entire year at a glance 🫡
• The questions in this Notion template are inspired by a tweet by Dickie Bush on the same.

With this template, you'll be able to:

Give structure to your 1:1s,

Track notes and action items.

Helping your team to grow while tracking them against your company career ladder.