About this template

Retail HR Employee Management Template organizes hiring, certifications, and employee records. Automations manage renewals, while dashboards give managers full visibility.

What’s included

Boards

Accounts Board - This board is essential for HR specialists in retail to manage and organize company accounts efficiently. By tracking information such as the company's name, domain, industry, number of employees, and headquarters location, HR professionals can have a comprehensive view of each account. The board also allows linking contacts and deals related to each account, making it easier to oversee all interactions and transactions with different companies.
Leads Board - The Leads board is designed to help HR specialists in retail manage potential candidates and job leads. It includes columns to track the lead's name, status, company, title, email, and phone number. By monitoring the last interaction date, HR professionals can ensure timely follow-ups. The 'Create a contact' button streamlines the process of adding new contacts, ensuring no lead is missed.
Contacts Board - This board helps HR specialists maintain a detailed database of all contacts, including their names, emails, phone numbers, and titles. The ability to link contacts to accounts and deals provides a complete view of each contact's interactions and the value they bring. Priority and type statuses help in categorizing contacts, while the comments section allows for detailed notes on each individual.
Deals Board - The Deals board is crucial for managing and tracking job offers and negotiations. HR specialists can monitor the deal's stage, owner, value, and associated contacts and accounts. The expected close date and close probability columns help in forecasting the success of each deal, while the last interaction date ensures timely communication. This board enables HR specialists to manage the entire hiring process effectively.
Job Applications Board - This board is designed to streamline the job application process. HR specialists can track applicant names, positions, application dates, and resume files. The interview status column helps in monitoring the progress of each application, and the hiring manager column ensures that the right person is responsible for each step of the hiring process.
Candidates Board - The Candidates board helps HR specialists manage and organize information about job candidates. It includes columns for candidate names, positions applied for, interview dates, and contact information. The status column allows HR professionals to track the progress of each candidate, and the HR specialist column ensures accountability and proper follow-up. This board is essential for maintaining a structured and efficient hiring process.

Dashboards & Reports

Annual Target - This dashboard helps HR specialists in retail track the company's yearly hiring goals by visualizing progress towards annual recruitment targets, helping to align recruitment strategies with overall business objectives.
Monthly Target - Enables HR specialists to monitor monthly hiring goals, ensuring that recruitment activities are on track and identifying any shortfalls early to make necessary adjustments.
Average Deal Value - While primarily a sales metric, HR can use this to understand the financial impact of sales roles, aiding in workforce planning and salary benchmarking.
Active deals - Forecasted Revenue - Helps HR specialists forecast staffing needs based on anticipated sales activity, ensuring that the workforce can meet demand.
Deal status distribution - Provides insights into the sales pipeline stages, enabling HR to predict upcoming hiring needs for different roles based on deal progression.
Actual Revenue by Month (Deals won) - Assists HR in correlating recruitment efforts with revenue outcomes, helping to demonstrate the value of strategic hiring.
Pipeline conversion - Helps HR understand the efficiency of the sales team, which can inform training and development programs to improve employee performance.
Activity tracker - Tracks employee activities and engagements, providing HR with data to manage workloads and ensure balanced distribution of tasks.
Forecasted Revenue by month - Assists HR in planning for future staffing needs based on projected sales revenue, ensuring the business is adequately resourced.
Forecasted Revenue by Stage - Provides a detailed view of revenue predictions by deal stage, helping HR to allocate resources effectively depending on where the most support is needed.
Deals Stages by Rep - Offers insights into individual sales rep performance, allowing HR to tailor training and support to improve overall team efficiency.
Deal Progress based on Month Added - Helps HR track the progress of deals over time, correlating this with recruitment efforts to ensure optimal staffing levels throughout the year.

Automations

When new email arrives → Notify item subscribers with a message - Ensures HR specialists are immediately informed of new email communications, facilitating prompt responses and efficient communication management.
When an email is opened → Notify item subscribers with a message - Helps HR track engagement with important email communications, ensuring follow-ups can be conducted in a timely manner.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts to the CRM, ensuring that HR specialists maintain an organized and updated contact database.
When a lead is created → Set its status to 'New Lead' - Automates the classification of new leads, allowing HR specialists to focus on engaging and nurturing these leads without manual status updates.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with candidates or contacts, helping HR maintain up-to-date records and ensuring timely follow-ups.

Frequently asked questions

How can this template help me manage employee training and certifications in retail?

This template allows you to track employee training progress, certifications, and renewal dates. You can set reminders for upcoming training sessions and ensure all staff are compliant with mandatory certifications.

How does this template assist with shift scheduling and attendance tracking for retail staff?

The template includes features for creating and managing shift schedules, tracking attendance, and recording time-off requests. It helps you allocate shifts efficiently and ensure adequate staffing levels.

Can this template help me streamline the onboarding process for new retail employees?

Yes, the template provides tools to manage the entire onboarding process, from document collection to training modules. It ensures new hires are integrated smoothly and efficiently into the team.

How does this CRM template support compliance with labor laws and industry regulations in retail?

The template helps you maintain detailed employee records, track working hours, and manage certifications to ensure compliance with labor laws and industry-specific regulations. It also offers reporting features to assist with audits.

What features does this template offer for managing employee performance evaluations in retail?

This template includes tools for scheduling and conducting performance evaluations, setting goals, and tracking progress. It helps you document performance reviews and provide actionable feedback to employees.

How can this template assist with handling employee grievances and disciplinary actions in retail?

The template allows you to document employee grievances, track the resolution process, and record any disciplinary actions taken. It ensures a transparent and fair handling of employee issues.

Can I customize this template to fit the specific needs of my retail HR department?

Yes, the template is fully customizable to accommodate the unique needs of your HR department. You can modify fields, add new columns, and create workflows that align with your specific processes.

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