HR & Recruiting
Job Proposal
A job proposal template is a crucial resource for any determined job seeker. Job seekers can use it to demonstrate to employers how hiring them will help them achieve their objectives. Use this ClickUp Job Proposal Template to help create this document.
1-on-1s
Create and maintain a good working relationship between manager and employee. This template lays out roles, expectations, and how to best implement a feedback cycle.
30-60-90 Day Plan
This 30-60-90 day template helps you get started on your onboarding and ensures your new hires are settled in for the first 3 months. Use this template to help your new hires action on required onboarding tasks and get them up-to-speed quickly.
Agenda
Whether it's a homeroom PTA meeting, a general staff meeting, or an executive board meeting, save effort and time for all attendees using the Agenda Template. This template provides you with an accessible option in laying out a brief list of topics and staying on track with the goals you have set.
All Hands Meeting
Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.
Annual Goals
This template will help the user keep track of the goals that are set throughout the year. This will serve like a checklist covering each month for the user.
Application Form
Application Form template is used to gather all the information about your attendees for an upcoming event.
Board Skills Matrix
Use Board Skills Matrix to create a detailed summary of the skills of the board members. Select only the best and the most suitable leaders from different industries and departments!
Bonus Matrix
Have a clear overview of your employee incentive program using this Bonus Matrix template that ClickUp has stored for you!
Capability Matrix
Capability Matrix shows the rate of each team member corresponding to thee required skill set indicated.
Career Path
Use this template and create career plans and pathways that seamlessly integrate personal career aspirations with organizational objectives while demonstrating opportunities for employee growth and learning.
Change of Shift Report
This Change of Shift Report template will help you provide a written account of what took place during the shift, including the tasks that were finished and those that weren't. It outlines the work done during the shift and includes information on any tasks left undone or added after the shift ended so that every member is aware of what needs to be done. This template will surely help you provide reports to the management and the shift afterward.
Company Contact List
Similar to a company directory, this form will help you manage and organize all employee contact information in one accessible location.
Company Culture
Company culture refers to a company's and its employees' attitudes and behaviors. It is evident in how an organization's people interact with each other, their values, and their decisions. Use this template as you build your company culture - as these pages may guide and inspire you to start building your business identity.
Company Processes Document
Outline your processes in a clear, easy-to-understand way. Included are process purpose, roles and responsibilities, and the procedure key points.
Company Wiki
This wiki template helps organize important company information in one place, making content easy to search and find. It includes dedicated pages for the latest wiki updates, newsletters, and the company's mission and core values. It also offers resources like an employee handbook with holidays and the travel & expense policy, career development resources, system and tools, and more.
Corrective Action Plan
A corrective action plan organizes challenging talks—about behavior or work performance—into a formal, written structure in order to record the process, the steps that will be taken, and the specifics of the conversations. Any unfavorable workplace activities, results, or habits should be corrected. Using the ClickUp Whiteboard template for remedial action, record everything in a textual structure with concrete steps.
Decision Tree
This decision tree whiteboard is a way to map out possible outcomes of related choices and can be used either to drive informal discussion or to map out an algorithm that predicts the best choice mathematically.
Eisenhower Matrix
Perfect for visual thinkers, this Whiteboard template will help you organize your tasks and get your ideas "out on paper" before converting them to action items.
Eisenhower Matrix
This template comes with a list and custom field to help you organize your tasks. If you're more of a visual thinker, we've also included a whiteboard template you can use to get your ideas "out on paper" before converting them to action items.
Employee & Manager 1-on-1
Weekly 1-on-1 meetings are a great way for employees and their managers to keep an open line of communication to discuss an employee's career goals, project updates, challenges, life in general, and more. This task template provides a way for employees and managers to take notes and capture a history of discussions, in a recurring task.
Employee Action Plan
Identify quick and simple ways to help your employees improve with the help of the Employee Action Plan.
Employee Daily Activity Report
The daily report allows the team manager to keep tabs on the progress of the team's project without having to meet with every team member individually every day. Utilizing the ClickUp Employee Daily Activity Report template will enable you to monitor your team more quickly.
Employee Development Plan
Assist your employees in acquiring information and skills for new positions and responsibilities within your company, as well as improving their skills for their existing jobs by using this Employee Development Plan List Template.
Employee Directory
Keep up with any changes to Employee data from directly within ClickUp. Parse out that employee data into different views to see who is working in what department and who is currently in office.
Employee Engagement
Discover our all-encompassing Employee Engagement Folder Template, a tool designed to streamline employee management. From detailed employee profiles and seamless onboarding processes to insightful performance reviews and engaging surveys, our solution has every aspect of your employees' journey covered. Enhance your HR operations, improve team engagement, and foster a proactive workplace culture with this comprehensive, user-friendly system.
Employee Engagement Action Plan
An employee engagement plan is a tool to assist you in addressing any problems or stepping up efforts that have an impact on the degree of engagement in your company. Use this Doc template to start your action plans and increase your engagement levels!
Employee Engagement Survey
Empower your workforce with our Employee Engagement Survey! This streamlined Form allows you to gather and analyze holistic employee feedback, gauge satisfaction and better understand company culture.
Employee Expense Report
Use this Employee Expense Report to keep track of your business expenses. Inlcude any purchases that are expected to complete your business transactions, such as parking, food, gas, or lodging.
Employee Feedback
Learn what the employees think about the management, corporate culture, salaries, perks, and work environment. Get this employee feedback template for your team!
Employee Handbook
This isn’t your typical Employee Handbook. Not only does this template provide detailed, fill-in-the-blank content, but it also provides insight into how to sprinkle in a bit of character!
Employee Handbook (Advanced)
Need a one-stop shop for everything your employees need to know in your company? Use this handbook template for your new and current hires!
Employee Handbooks, Policies & Procedures
Your company's mission, procedures, and expectations are communicated through an employee handbook. This is provided to employees by their employers to outline their duties and rights while working for the company.
Employee Incident Report
When any kind of incident occurs to an employee, they must fill out an employee incident report form. Apply this template to your Workspace to get started.
Employee Manual
Starting a company with no training manual or employee guidance? Quickly and easily create one with ClickUp Docs, this template is a quick study to cover the processes you establish!
Employee Memo
Trust is built on effective communication. A good employee memo offers a variety of customizable options to communicate both strategies and policies, but also offers the flexibility to inform employees about important plans and events that should be communicated up the chain of command.
Employee Onboarding
Onboarding a new employee involves incorporating them into the company's culture and giving them the tools and information they need to be productive. Use this template to streamline coordination of new hire onboarding within teams!
Employee Onboarding
Align you and your team with the new employee onboarding process. Includes details for handling the first day, first week, and first 90 days of onboarding!
Employee Onboarding
Never miss a step in the onboarding process by creating your employee onboarding checklist based on the role's goals and milestones expected to be hit in the first 60 days.
Employee One on One
Start your one-on-one with your direct reports by using this template! This captures topics and action items to facilitate impactful conversations with your team.
Employee Profiles
Designed as a centralized location for employees and managers to compile Weekly 1:1 Notes, document Professional Development, and highlight accomplishments — this template streamlines performance management and ensures no one misses a beat.
Employee Record
Employment records, usually referred to as personnel files, are documents maintained by an employer to track a worker's interactions with the business.
Employee Schedule
A well-organized employee schedule will help you efficiently run your business. This template allows you to plan ahead your weekly shifts calendar based on time intervals and compute pay hours and labor costs based on your information.
Employee Weekly Report Template
The goal of the weekly report is to improve accountability across the team! Allowing team members to fill out a weekly report empowers them to take ownership.
Employment Agreement
Employment Agreement, or Work Agreement, is a legal document that outlines the rights and roles of an employee, as well as the company's responsibilities and warranties to the employee in exchange for their service and expertise.
End of Day Report
Time to keep track of your daily achievements, with this customizable and easy-to-use End of Day Report Template. Whether you are a manager or employee, you will be able to track employee progress, and show your success and feeling towards the end of each day. Perfect for tracking employee achievements, time management, and other personal goals.
Engagement Survey Action Plan
An employee survey action plan can assist you in deciding and talking about the main engagement factors, implementing the modifications that will have the biggest impact, and holding everyone responsible for the outcomes of all activities to increase employee engagement.
Evaluation Form
Review employee performance with a simple, user-friendly ClickUp form.
Evaluation Form Task
Review employee performance with a simple, user-friendly task. Fill out all the fields to complete a full 360 review.
Evaluation Report
Start your employee evaluation right by making it consistent, concise and objective with this Evaluation Report Doc template!
Feedback Form
Digital forms are a great way to collect customer feedback. Use this Feedback Form template to customize your feedback a collection and view all your feedback in one place so that you can improve your products and services.
Fishbone Diagram
A fishbone diagram also know as Ishikawa diagram is an example of a cause analysis tool that provides the user a visual on the root causes of an identified problem. It is usually categorized into Man, Machine, Method and Material but other main categories can be indicated depending on the need of the analysis.
General Employee Onboarding
This easy-to-use onboarding process template will guarantee a seamless onboarding procedure and offer new hires a positive first impression of your company.
HR Handbook
An HR handbook acts as a guide to establish the business's core values and explain them in plain language to everyone.
HR Knowledge Base
Your employees will have no trouble finding the information they require by using this knowledge base in ClickUp, and your HR staff will spend less time and effort responding to employee inquiries.
HR SOP
Having troubles creating a process for the management of your personnel? This HR SOP whiteboard template aims to help you organize and establish your HR's to-dos, ensuring that your company staff is well-trained and motivated!
Hiring Candidates
Connect a ClickUp Form, Google Form, Typeform, or any application tool via Zapier to automate a new task for each applicant. This system can replace your recruitment funnel, and is flexible to scale!
Hiring Selection Matrix
Screening a lot of candidates? This hiring selection matrix will help ease up the hiring volume!
Implementation Plan for Recruitment
This template allows users to develop a project roadmap that categorizes activities and action items into project phases for Recruitment. This enables a more efficient procedure that enhances team communication and alignment with the specified aim.
Incident Action Plan
Incident Action Plan is essential for incident management. This template will aid in the coordination of actions, ensures that they complement incident objectives, and will give incident management a consistent rhythm and structure.
Incident Communication Plan
Incidents, while very untoward and frustrating, are part and parcel of your life as a service delivery provider. It's always a good idea to include a communication plan for those potentially affected by a service outage to ensure that they understand that you are taking accountability on the situation. Use this ClickUp Doc to help you plan your incident communication ahead.
Internal Communications
Nurture your corporate culture, keep your workers informed and create staff involvement by utilizing this Internal Communication Template. Internal communication provides accessible information dissemination about the company so employees can execute their tasks well and at the same time create an effective flow of information between an organization's departments and colleagues.
Internal Employment Form
A form known as an internal employment form is one that businesses use to gather data from their staff members to fill positions.
Interview Management and Report
Make your interview process more efficient! Use this template to neatly organize interview reports from multiple interviewers and have it accessible to all interviewers in this one central repository!
Interview Process
Ensure you’re asking the right questions in the right order to ensure maximum efficiency during such an important time. Vet candidates with ease!
Job Application Form
Use this job application form template to engage and attract the best talent out there!
Job Safety Analysis
Knowing the responsible team for each task and listing down the countermeasures for possible risks has never been this easy.Ensure everyone's safety with the help of this template.
Job Search
Looking for a job but applied to a lot of sites? Get this job search template to be on top of your applications!
Learning and Development Project
Learning and Development Template helps you bridge the gap between instructional design and project management. This provides a general framework for developing e-learning courses helping you achieve successful learning rates and course effectiveness.
Likert Scale
The Likert Scale template is commonly used to measure the average preferences, emotions, attitudes, skills, and many more across the people in an organization. Feel free to modify the form according to your needs!
Management Report
Feedback is a gift! Use this template to efficiently allow your managers to send daily updates, highlight issues, and share feedback, to help you better understand and address areas for improvement in your company!
Maternity Leave
A Maternity Leave Plan is a guided template where a team member plots the responsibilities that will be handed over while she is taking her maternity leave.
Meeting Minutes
Meeting Minutes is a document containing the details of what transpired during a meeting. This ClickUp document template provides a structured format for developing this written record.
Meeting Minutes
Create and maintain structure with this simplified Meeting Minutes template. Record and tag your attendees, take detailed meeting notes for each agenda item, and organize action items!
Meeting Note Style
The purpose of this Doc is to serve as a way to document all event meeting notes, key takeaways and action items.
Meeting Report
Closing the loop with the customer is an important part of managing customer feedback. It's equally important to close the loop internally within the organization. This task template provides an effective structure for managers to close the loop with the customer, team/team members, and leadership.
Meeting Roster
Keep your business efficient and organized with a customizable template for the meeting roster. Indicate your meeting details and manage information for your attendees.
Meeting Tracker
We love keeping track of meetings and meeting minutes in docs, but sometimes it can be helpful to keep track of key meetings in a List to facilitate planning and preparation. It can also provide a view of the number of recurring meetings a team has to make sure the meetings that are being held are critical and efficient. Use this template to track meetings like Quarterly Business Reviews, 1-on-1s, team member birthday celebrations, and more!
Meetings
Manage agenda items, notes and follow ups directly in your Meeting Minutes doc.
Minutes of Meeting (MoM)
In the industry, one of the rare consistent tasks that someone needs to attend to is notetaking. Keep track of the meeting agenda and discussions using this template.
New Hire Onboarding
This new hire onboarding template covers a checklist for new hires to ensure they are well-equipped before starting their journey in the company they are joining!
New User Onboarding
This template is a guide designed to facilitate a smooth onboarding experience for new users into ClickUp - including Workspace navigation, proficiency in tasks, how to collaborate with your team, and how to manage and find your work. This guide aligns with the ClickUp for Beginners learning path in ClickUp University.
Onboarding Checklist
This is an Onboarding Checklist Template that serves as a tool to help managers and HR professionals properly welcome new employees to the company.
Out of Office Coverage Plan
Ever had tedious processes in evaluating your team's leave requests? How about trying this Out of Office Coverage Plan? Manage all incoming leave requests on one platform, and have an overview of your entire team's out-of-office schedule with this ready-to-use template.
Out of Office Coverage Plan Task
Have a teammate going on vacation? Use this out of office coverage plan task to ensure that their days off are documented and tasks are accounted for to ensure that no projects go off track!
PTO Calendar
The amount of days an employee is permitted to take off work is known as paid time off (PTO). It includes (but is not limited to) vacation days, federal holidays, maternity leave, sick days, and personal events and is based on labor laws and corporate policy.
Payroll Report
Payroll report templates make collecting employee information, creating schedules, calculating payroll expenditures, and generating earnings statements easy.
Payroll Summary Report
Provide a record of your employee's payments by using this payroll summary report template!
People Operations
Your one stop shop for all things Human Resources, the People Operations template streamlines everything from recruiting and hiring, to employee engagement surveys, 1:1s, onboarding, and even performance reviews. Empower your team and revolutionize the way you manage HR tasks.
Performance Review
Keep your performance reviews short, simple, and to the point. Analyze performance and organize your thoughts using performance measurement codes.
Performance Reviews
Elevate team performance with our Performance Review Template! Empower employees with Self Appraisals, provide structured feedback via Manager Reviews, and boost career growth through Collaborative Career Conversations.
Photo Directory
Photo Directory template is a diagram showing the pictures and basic information of team members. It may contain the Full Name, Contact #, Position, Department, and email address.
Policy Memo
Initiate a new course of action or policy change in a clear, organized manner using this Policy Memo Template.
Process Flow Chart
A flowchart is a simple graphical representation of any processes you have in your operations. For this template, we have a Hiring Process as a sample to show the process flow and the responsibilities of the people involved in the process.
Process and Procedures
Ready to establish processes in your company? This process and procedure template highlights the tasks you need to do to create a living process document! You can also use the Whiteboard to figure out how the processes are going to flow into one another.
Progress Report
This document provides a means for assessing new staff or trainees. You can use it as a final assessment tool or track progress over the course of a training session. Use this template to help determine which areas the trainees require additional training or supervision.
Quarterly Performance Review
Use this review template to evaluate your employees' performance and to exchange feedback.
Quick Start: People Operations
Quick Start templates are designed to help you get up and running with ClickUp faster. This one features management of job postings, candidate tracking, new hire onboarding, performance reviews, an example employee handbook, and a team wiki to foster knowledge sharing. Enhance HR processes and cultivate a thriving workplace!
Recruiting & Hiring
Meet our Recruiting & Hiring Folder Template, a comprehensive toolkit designed to transform your talent sourcing process. With features allowing for easy job postings, efficient candidate tracking, standardized interview scorecards, and streamlined job application forms, it brings simplicity and efficiency to your hiring procedures.
Recruitment Action Plan
This tool is designed to help you map out and track which potential partners/employees you will recruit, and when and how you will reach out to them.
Recruitment Action Plan
Ensure that your recruiting team and hiring managers are aligned on your company's hiring process by using this recruitment action plan template.
Recruitment Strategy Document
This template is to help you document information about the hiring process for a specific role, and ensure that that hiring managers and recruiters have access to the same information.
Remote Onboarding
Get started here to navigate your way through the best ClickUp features that will ensure your remote team is set up for success!
Report Work Incident
Any workplace incident and safety concerns can greatly affect any business - from productivity to morale to credibility. Identifying the best course of action to guarantee worker safety is crucial in light of this. This template allows supervisors to gather and assess each incident report by determining the cause and the needed action to mitigate and later on prevent the same incident to occur.
Resource Planning
This Resource Planning template provides a convenient way to allocate the resources within the team or department. Visualize the capacity of your resources using the built-in Workload view.
Return to Office Plan
The main goal of developing a return-to-work plan is to explain how your company will go from remote to in-person cooperation. Set guidelines, consult with stakeholders, and agree on important return-to-work policies using this practical to-do list.
Scheduling Matrix
Organize your day-to-day work by applying this scheduling matrix template in your Workspace!
Security Incident Report
Use this form template to report any workplace accidents, injuries, and medical situations/emergencies. Accomplish this form within 24 hours after the incident.
Skills Gap Analysis
Do you find that the employees in your organization have the knowledge and experience to get the job done, but they're missing some key skills necessary to gain a competitive edge? It could be hindering productivity and preventing your business from reaching its full potential. Don't worry—you're not alone! More and more organizations are facing the challenges of a constantly changing marketplace that often requires specialized skills. But with some smart strategies for managing talent within an organization, it's possible to create an environment where everyone can thrive and reach their ultimate business goals. So if you’re looking for actionable advice on bridging the skills gap between teams or employees within your organization, ClickUp's skills gap analysis template is for you!
Skills Mapping
A tool to determine candidates' skill levels to improve hiring quality.
Staff Roster
Get creative and start scheduling your employees online! Use this template to visualize the days and times your employees are required to work and easily compute payouts all in one place!
Staffing Plan Whiteboard
A staffing plan is a strategic planning process used by a business to evaluate and identify its personnel needs (usually under the direction of the HR team). In other words, a solid staffing plan aids in your understanding of the quantity and variety of personnel your business requires to achieve its objectives.
Succession Planning
Succession planning is a business strategy that helps companies define key roles, identify suitable replacements once the position is unfilled and pass leadership roles down to another employee or group of employees.
Team Management Plan
Team management is the capacity to manage and organize a team of people to complete a job. This is an essential aspect of any company or project that involves teams. This ClickUp Team Management Plan includes techniques to effectively manage a team.
Team Requests
Managing and tracking your remote team's requests has never been easier. Whether it be equipment, supplies, IT requests, benefits, or HR needs, ClickUp has you covered!
Technical Skills Matrix
The Skills Matrix is a powerful tool that helps you navigate the unique complexities of your talent management. It enables you to easily evaluate the competency of an individual against specified skills and knowledge areas, to create a benchmark for the development of your workforce.
Time Off Request
Having a hard time thinking of a way to consolidate all your company's time-off requests under 1 list? Worry no more! With this template, creating a systematic time-off request process is at your fingertips. Equipped with a ready-to-use form, board view for the approval process, and filtered list views to help you keep track of the number of requests coming in, this template will definitely make your life easier. #PTO
Training List for Onboarding
Use Training List to make on-boarding easier and more efficient. Schedule training with new employees, add topics needed for the individual's role, and track progress in a centralized location.
Training Matrix
Evaluate your team's current skill sets by applying this training matrix template!
Training Rollout Plan
You can now create a schedule for your employee training rollout plan here! This template can help you keep track of the training done as well as new training that will come that encourages employees to stay confident and competent.
Workplace Emergency Action Plan
A template based on the necessary emergency requirements of the Occupational Safety and Health Administration (OSHA) is known as an Emergency Action Plan (EAP). For the purpose of facilitating and organizing their responses during workplace emergencies such as severe weather, protracted power outages, pandemics, and more, organizations with more than 10 employees should establish, implement, and update their emergency action plans.
Workplace Incident Report
Every workplace inevitably experiences accidents at work. For this type of event, it is essential to have a document to report on the incident. Use this Workplace Incident Report Template from ClickUp to create a report.
