ClickUp HR Template Bundle
With effective ClickUp project management, HR teams can experience benefits such as streamlined task organization, improved collaboration, enhanced productivity, and better project tracking. This guide will help HR teams set up their work management framework in ClickUp. The sections of this guide will provide detailed instructions on importing the HR template folder, as well as setting up the individual projects using best practices and helpful tips.
With effective ClickUp project management, HR teams can experience benefits such as streamlined task organization, improved collaboration, enhanced productivity, and better project tracking. This guide will help HR teams set up their work management framework in ClickUp. The sections of this guide will provide detailed instructions on importing the HR template folder, as well as setting up the individual projects using best practices and helpful tips.
With effective ClickUp project management, HR teams can experience benefits such as streamlined task organization, improved collaboration, enhanced productivity, and better project tracking. This guide will help HR teams set up their work management framework in ClickUp. The sections of this guide will provide detailed instructions on importing the HR template folder, as well as setting up the individual projects using best practices and helpful tips.
What’s Included in Your Template
When you download this ClickUp template bundle, you will get a PDF download with instructions and resources to support the use of your new templates.
HR Project Lists
Once you have imported the HR template folder, you will have access to the following lists. Each list has it’s own Template Guide pinned for review and to walk you through the steps to customize your list for use.
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This is a template for HR management-style projects, meant to host simple, ad hoc or recurring HR administrative tasks. Tasks that do not go through robust processes or require complex workflows can live here. Recurring work is typically represented as a recurring task with no subtasks.
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This is a template for an Employee and/or Manager Resources Hub-style projects, meant to host Best Practices, SOPs, Policies, Resources, Processes, and/or Materials. Tasks are not direct actions but information for the team to use in their work. Therefore, tasks in this style project are not considered done or complete unless they are no longer relevant.
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This is a template for managing the internal HR recruiting process from application through offer accepted. A task represents the applicant and can be created via a form or a task template. Subtasks can be created using automations and by leveraging task templates.
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This is a template for stay interviews conducted by the Human Resources team as a replicable process. A stay interview is represented as a task that moves through stages or phases. Tasks can be created via a form, task template, or multi-homed from other projects into the backlog. Subtasks can be created using automations and by leveraging task templates.
Additional Lists - Coming Soon!
Additional lists will continue to be added to this bundle over time. When this happens, you will receive an email notification with the updates.
