In this article, we will help you to understand the human resources templates and menus related to it.
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Overview
The HR domain templates display a variety of resource management templates to recruit and manage resources and help organizations find the right resources. You can always modify your templates at the personal level and convert them to a custom template for other managers to use.
To learn more about other domain templates and related menus, here.
HR Templates
Employee Onboarding
The Employee Onboarding template allows teams to execute employee onboarding smoothly by standardizing process flow.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features\
Benefits of using Employee Onboarding Template
- To streamline and standardize the onboarding process for new hires and monitor the completion of various onboarding tasks.
- Automate and centralize the onboarding process, reducing the administrative workload on HR and saving time.
- Ensure that all stakeholders, including managers, HR, and new hires, are kept informed and updated throughout the onboarding process.
- Provides the HR Team with the data and analytics necessary to improve the onboarding process flow.
Card Type List
- Employee: Record all the important information of a new hire that is needed for the onboarding process.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Job Postings
The Employee Onboarding template allows teams to track the job posts to be filled and Dashboard their progress.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using Job Postings Template
- Track all job postings in one place, making it easier to manage and organize the recruitment process on our Execution Board.
- Provides a centralized platform for recruiters to communicate with hiring managers and other stakeholders, improving collaboration and reducing the risk of miscommunication.
- Provides recruiters with data and analytics on the performance of each job posting.
- Streamlines the process flow of posting a job vacancy on various platforms and keeps all the stakeholders informed.
Card Type List
- Job Posting: Record all the information regarding a job post that needs to be published on various channels. It can be moved further in the value stream of the Execution Board when progress is made.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Recruitment
The Employee Onboarding template allows teams to plan and execute the recruitment of candidates till their joining.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of Recruitment Template
- Track every stage of the recruitment process in a workflow on the Execution Board.
- The team can meet deadlines and hire resources efficiently using the Timeline view.
- Monitor your work using comprehensive widgets like a recruitment funnel and many more that act as a decision support system.
- Collaborate with your team and make exponential progress using this template.
Card Type List
- Job Application: An application from candidates for any job post. When the candidate succeeds in each round of the recruitment process, they will be moved further.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.
Team Goals and Objectives
With this template, you can prioritize work in line with the company’s goals and objectives, to boost the team’s overall productivity.
The template module groups and constituent modules are represented in the following table structure where each module name has a link. Clicking the link will redirect you to the detailed description of the module.
| Plan | Execute | Manage | Dashboard | Configure |
* License-Driven Features
Benefits of using Team Goals and Objectives Template
- To help HR align their team’s efforts with the overall company strategy, ensuring that all HR initiatives are contributing to the organization’s success.
- To monitor progress to help HR make informed decisions and provide insights into areas where they can improve.
- To help HR facilitate communication and collaboration between team members, as well as with other departments, to achieve shared objectives.
- To help streamline the goal-setting and tracking process, reducing the time HR spends on manual reporting and increasing their focus on strategic initiatives.
Card Type List
- Team Goals: Set goals for the team and record timelines for the same.
- Team Objectives: List down all the objectives that can be achieved as part of a goal.
- Action Item: Create action items related to the product roadmap and track the progress in a separate lane to ensure that nothing goes missing.
- Issue: Any issue the team faces can be logged and assigned to a particular team member.