These Plug-In ready to use templates are a fully integrated and automated end-to-end process covering recruiting new team members, to offboarding them if they leave.

This package will guide you through the steps to upload the templates into your ClickUp Workspace and comes with pre-defined processes, statuses, custom fields, automations and views, as well as guidelines to help explain each section, Pro Tips to make the process even better, and an overview of a ClickUp Hierarchy to show how this fits into the bigger picture.

• Resource planning
• Recruiting for a new role
• Onboarding and offboarding team members
• Tracking and managing birthdays and holidays
• Performance reviews
• Team Invoices
• Team meetings

• Email templates
• Zapier automations
• Populated task lists for onboarding new team members, offboarding team members, and for covering team members holidays
• ClickUp hierarchy and how the Team Recruitment & Management template fits into it and can integrate with it
• How to improve your communication channels
• Instructions on how to build purposeful dashboards to manage your team and their workload
• Pro Tips
• How to automatically create lists using Zapier
• How these templates integrate with your SOP Management List and your Business To Do lists
• Job description template
• Holiday form template
• Performance Review form template
• Role Application form template
• New team member onboarding form template
• Team invoice form template
• Built-in purposeful views to easily keep track of what you need to do
• Built-in statuses and custom fields to manage additional information and actions
• How to view everything at the Space level without getting overwhelmed
• Built-in Forms and ClickUp Docs
• Built-in automations and ideas for additional automations

This template will, reduce ClickUp overwhelm, save you time and energy, and improve your team processes and communication.

With this template you get an integrated and automated approach to recruit, manage and offboard team members.