Maternity Leave Plan Template in Excel

Here’s a complete Maternity Leave Plan Template to keep your career on track while making the transition to parenthood easier. It’s a downloadable Excel template with flexible and easy-to-use features.

Starting the road of being a parent is a big deal, and our Maternity Leave Plan Template is here to help make sure everything goes smoothly.

This Excel-based tool was carefully made for working parents, HR employees, business owners and managers. It makes it easier to plan and talk about maternity leave, which gives you peace of mind during this big change in your life.

How do I make a plan for maternity leave?

You’re at the edge of a new period, but you want to keep everything on track about your career and job while you’re away. Then, to make sure the shift goes smoothly, there are a few important steps to take when planning maternity leave.

Then it’s time for planning before your parental leave:

1. Plan how to hand off your work
2. Plan your time off
3. Choose a start date for your leave that takes into account both your health and your work obligations.
4. List the current tasks and projects you are responsible for. You should think about how to give these to coworkers or temporary backups
5. Set a possible date for when you will return to work and talk about any post-maternity leave choices, such as flexible hours or the ability to work from home, if they are available.

Also, you should come up with a backup plan to be prepared for the unexpected, like going into labor early or having health problems, and let your boss know about it.

List the current tasks and projects you are responsible for. You should think about how to give these to coworkers or temporary backups.

How to use Maternity Leave Plan Template in Excel?

It’s very easy to use this plan. It’s like a PDF maternity planner, just working in Excel. That’s why it will be so easy to edit your file.

Firstly, in addition to a navigation menu on the dashboard, our template consists of three main parts:

1. Employee Leave Form, 2. Employee Leave Checklist, 3. Work Handover List

1. Employee Leave Form

This is an official leave form template for your company.

You’ll record all the important details of your maternity leave plan for work here.

The Employee Leave Form includes:

• Employee Information: Name, Id, Department, Position Contact info
• Leave Information: Important dates and HR arrangement notes
• Company Policies: Key policies regarding the parental leaves
• Return to Work Plan: Planned date for the back-to-office transition

Also, you’ll find an area for managial approval of your leave.

It’s important that this form is signed by the employee, that’s to say mother candidate, too.

This is an editable form. So you can easily change format and add new areas. Additionally, do not forget to change your company logo:

That’s all for the Before Maternity Leave Form.

2. Employee Leave Checklist

It takes away the stress of managing your business while you’re on maternity leave, so you can focus on what’s most important: welcoming your new baby. But before that, be sure that all your checklist is fulfilled.

This checklist will help you to track all the tasks to be done before you go on a family leave.

Firstly, this checklist includes tasks for Before Maternity Leave, During Maternity Leave and also Returning From Maternity Leave periods.

The best part is, you can easily add new tasks according to your needs.

All you have to do is check all the completed tasks, and be relaxed during your paid leave.

3. Work Handover List in Excel

So, this is the delegation helper of your job. This will be a great addition to your workplace and therefore will help your return-to-work after parental leave.

Again this is a checklist designed as work-handover planner.

This plan has sections for current projects, key contacts, and handover notes to make sure that the new person takes over their duties smoothly.

It’s also important to define training period lengths for a smooth delegation process.

This is a super helpful appendix for your maternity leave plan as a template.

Maternity Leave Plan Excel Template Features Summary:

• Maternity and Paternity Leave Planner in Excel
• Before and After Paid Leave Plans for mothers and fathers
• Printable and editable template
• Easy to get pdf export
• Instant Download
• Ready-to-use
• No VBA or Macro codes
• Compatible with Excel 2007 and later versions
• Works both on Mac and Windows