HR CRM Template

  • Advanced features for complex needs
  • Ready-to-use, fully customizable Folder
  • Get started in seconds
Template Level
slide 1
slide 2
slide 3
slide 4
slide 5
slide 6
With the help of this practical HR CRM Template, you can level up your productivity, sales cycle, and your entire organization.

In the world of HR, effectively managing relationships with current and potential employees is crucial for success. That's where ClickUp's HR CRM Template comes in handy!

With ClickUp's HR CRM Template, you can:

  • Streamline your hiring process, from sourcing candidates to onboarding new hires
  • Maintain strong relationships with employees, ensuring high engagement and retention
  • Centralize all HR-related information, making it easily accessible for your entire team

Whether you're a small startup or a large enterprise, this template will help you manage your HR processes with ease and efficiency. Say goodbye to scattered spreadsheets and hello to a streamlined HR CRM system—all within ClickUp!

HR CRM Template Benefits

Managing HR processes and maintaining strong relationships with employees is crucial for any organization. The HR CRM template in ClickUp offers a range of benefits, including:

  • Streamlined hiring process, allowing you to easily track and manage candidate information
  • Improved employee engagement and retention through personalized communication and feedback
  • Enhanced onboarding experience for new hires, ensuring a smooth transition into the company
  • Centralized employee data, enabling quick access to information for performance reviews and promotions
  • Automated reminders and notifications for important HR tasks, reducing the risk of missing deadlines or paperwork

Main Elements of CRM Template for HR

ClickUp's HR CRM Template is designed to streamline your human resources processes and improve your relationship management with employees. Here are the key elements of this Folder template:

  • Custom Statuses: Keep track of your HR processes with 22 different statuses, including Need Approval, Qualified, Open, Closed, Scheduled, Active, Prospect, and more.
  • Custom Fields: Capture important information about candidates and employees using 8 custom fields such as CRM Item Type, Contact Name, Email, Industry, Job Title, and Sales Stage.
  • Custom Views: Access different views to manage your HR processes efficiently, including the List view for an overview of all HR tasks, the My Assignments view to see tasks assigned to you, the Sales Process view to track the progress of candidates and employees, and the Welcome view to onboard new hires seamlessly.

With ClickUp's HR CRM Template, you can centralize your HR processes, improve communication, and enhance employee engagement.

How To Use HR CRM Template

Managing HR processes can be complex, but with ClickUp's HR CRM Template, you can streamline your workflows and stay organized. Follow these six steps to effectively use the HR CRM Template:

1. Collect employee information

Start by gathering all the necessary employee information such as names, contact details, job titles, and department. You can also include additional details like start dates, performance reviews, and training records.

Use custom fields in ClickUp to store and organize all the employee information in one place.

2. Track employee onboarding

Efficiently onboard new employees by creating a checklist of tasks and milestones they need to complete during their first days or weeks. This can include setting up their workstations, providing necessary training, and introducing them to team members.

Utilize the Board view in ClickUp to track the progress of each onboarding task and ensure a smooth transition for new hires.

3. Manage performance reviews

Maintain a record of employee performance reviews and evaluations to track progress and identify areas for improvement. Set reminders for managers to conduct regular performance reviews and provide feedback.

Use Automations in ClickUp to automatically notify managers when it's time for a performance review and track the completion of these reviews.

4. Streamline leave management

Simplify the leave management process by creating a centralized system to track employee vacation, sick days, and other time off. This allows employees to submit leave requests and managers to approve or deny them with ease.

Use the Calendar view in ClickUp to visualize and manage employee leave schedules, ensuring proper coverage and avoiding conflicts.

5. Facilitate employee training and development

Keep track of employee training and development initiatives by creating a training calendar. This includes scheduling training sessions, assigning trainers, and tracking employee participation and completion.

Utilize Goals in ClickUp to set training and development objectives for each employee and monitor their progress over time.

6. Enhance employee engagement

Promote employee engagement by creating a space for employees to share ideas, provide feedback, and collaborate. This can be done through a suggestion box or an open forum where employees can communicate their thoughts and suggestions.

Use the Docs feature in ClickUp to create a shared document where employees can contribute ideas and collaborate on projects.

By following these steps and leveraging the features of ClickUp's HR CRM Template, you can effectively manage your HR processes, enhance employee engagement, and ensure the success of your organization.

Get Started with ClickUp’s HR CRM Template

HR departments can use the ClickUp HR CRM Template to streamline their hiring process and effectively manage relationships with current and potential employees.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to manage your HR CRM:

  • Use the List View to see all your HR CRM items at a glance and easily filter and sort them
  • The My Assignments View will help you keep track of your own tasks and responsibilities within the HR CRM
  • Use the Sales Process View to visualize and track the progress of each HR CRM item through the sales pipeline
  • The Welcome View will provide a warm and organized welcome to new employees, ensuring a smooth onboarding process
  • Customize the 8 fields to include important information such as CRM Item Type, Contact Name, Email, Industry, Job Title, Phone, Sales Stage, and Service Product
  • Organize HR CRM items into 22 different statuses, including Need Approval, Qualified, Open, Closed, Scheduled, Active, Prospect, Closed, Attempt To Engage, Engaged, Unqualified Follow Up, Unqualified Archive, Blocked, On Track, New Lead, Lost Deal, Former Client, At Risk, and On Hold
  • Update statuses as you progress through each HR CRM item to keep stakeholders informed of progress
  • Monitor and analyze HR CRM items to ensure maximum productivity and efficiency in your HR processes.

Template details