Staffing Matrix

  • Great for beginners
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
slide 1
Staffing Matrix helps you analyze and compare the role productivity and conversion rate with the annual compensation per role. Having a matrix such as this helps optimize the capacity planning of the operations.

Creating the perfect staffing matrix for your team can be a challenge. You need to consider what roles and skills are needed, budget constraints, and resource availability. That's why ClickUp's Staffing Matrix Template is here to help!

This comprehensive template gives you everything you need to make the right staffing decisions quickly and easily:

  • Organize and visualize all your team members in one place
  • Create custom roles and skill sets so each team member works effectively
  • Align resources with expectations so everyone knows what’s expected of them

Whether you’re building the perfect customer journey or managing a complex project, ClickUp's Staffing Matrix Template will help you get it done right—and fast!

Benefits of a Staffing Matrix Template

A staffing matrix template can help your organization stay organized, efficient, and productive. Here are some of the benefits of using a staffing matrix template:

  • Ensures that the right people are in the right roles
  • Provides visibility into staffing trends and staffing needs
  • Allows for more efficient resource allocation and scheduling
  • Helps minimize costs while maximizing productivity

Main Elements of a Staffing Matrix Template

ClickUp's Staffing Matrix Template is designed to help you track and manage your staff members. This List template includes:

  • Custom Statuses: Create tasks with custom statuses such as Open and Complete to keep track of the progress of each staff member
  • Custom Fields: Use 6 different custom attributes such as Product Description, Annual Compensation, Educational Attainment, Cost per Deal, and Department to save important information about staff members and easily visualize their data
  • Custom Views: Open 3 different views in different ClickUp configurations, such as the Compensation per Role view, the Getting Started Guide view, and the Summary view so that all the information is easy to access and organized
  • Project Management: Improve staff management with time tracking capabilities, tags, dependency warning, emails, and more

How to Use a Staffing Matrix Template

Creating an effective staffing matrix can help you ensure that your organization is properly staffed for any given project. Here are four steps to get started with the Staffing Matrix Template in ClickUp:

1. Assess your current team

Start by assessing your current team and seeing which roles need to be filled. Make sure to consider any roles that may have been recently vacated or are otherwise understaffed.

Use a Board view in ClickUp to track open roles and see which positions still need to be filled.

2. Determine the skills needed

Once you’ve identified which roles need to be filled, you should determine the skills and qualifications needed for each role. This will help you to identify the right candidates for the job.

Use the Goals feature in ClickUp to set goals for each role and track progress towards them.

3. Create the staffing matrix

Using the Staffing Matrix Template, you can create a spreadsheet that will help you map out your entire team and the skills needed for each role. Enter all of the relevant information into the spreadsheet, including the roles, skills, and qualifications needed.

Use the Table view in ClickUp to build your own customized Staffing Matrix.

4. Track progress

Once the staffing matrix has been created, you can use it to track progress and make sure that every role is filled with the right personnel. Use Milestones in ClickUp to track progress and stay on top of deadlines.

Get Started with ClickUp's Staffing Matrix Template

Human resources can use this Staffing Matrix Template to help everyone stay on the same page when it comes to tracking employee assignments and scheduling.

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.

add new template customization

Now you can take advantage of the full potential of this template to create a staffing matrix:

  • Use the Compensation per Role View to track salary and bonus information for each role
  • The Getting Started Guide View will help you create a plan and timeline for hiring
  • The Summary View will give you a quick overview of your staffing matrix
  • Organize tasks into two different statuses: Open, Complete to keep track of progress
  • Update statuses as you progress through tasks to keep stakeholders informed of progress
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Staffing Matrix Template Today

Related Templates

Template details