5 Effective ways to Manage your Company's HR Processes [2026]
This article explains five ways to manage human resources workflows using Stackby templates. It covers applicant tracking, employee onboarding, training management, employee directories, and agency talent management to help HR teams organize records, hiring activities, and employee processes.
Human Resources Management need not be the weighty task it was before. Nor do you need pricey software or multiple spreadsheets to manage your day-to-day activities. HR teams can also use a structured applicant tracking system to organize candidate information, monitor applications, and manage hiring progress.
Stackby lets you create easy-to-use HRM Workflows. Instead of working on several platforms to manage your process, here are 5 great ways to manage them all on a single platform, the way you want. Read on...
Of late, human resources software has been perking up and gaining a foothold in the software market. Automated workflows, applicant tracking systems, management information system (MIS), etc., are a few of them. But do these software provide comprehensive service? Not always. It is a case of one hat trying to fit many heads, irrespective of the size of the head. Or you need to go around and buy many hats. Unfortunately, as an HR, the experience is not one that you will like while managing your human resources development.
There are companies that are still old school and use spreadsheets for their human resources planning and other HR functions. It is tedious and at some stage, you do start wishing for something that is easy to use and convenient but still decide to stay with the spreadsheet either due to investment reasons or simply because you don’t have the time for training.
We at Stackby.com have always seen human resources as a labor-intensive department -- no, not in a blue-collared way. There is too much work, too much data that they rummage and manage. Also, it is no longer just hiring and firing for HR departments. From strategizing business values, task management, team-building, sourcing, performance appraisal, maintaining a knowledge base, succession planning, HR compliance – there are many mantles to don. What if HR processes become easy to manage? How about automating the data? Let me tell you about 5 ways through which you can easily manage your HR processes.
For the uninitiated, Stackby.com is not an HRM software. To borrow a few words from the first paragraph, it is a single hat -- but one that ‘actually’ fits many heads, irrespective of the size of the head :). For your human resources department, it could be your human resources management system, application tracker, onboarding tool/checklist, employee training tracker, employee directory or a storyboard to chalk out your processes. A simple applicant tracker template can help recruiters organize candidate details and follow each application through the hiring process.
The Employee Onboarding template helps organize onboarding tasks, required documents, and new-hire progress.
Teams can adapt the Applicant Tracker template to track candidates, interview stages, and recruitment decisions.
The 5 great ways to manage your HR processes are templates that you can use and adapt to quick-start your HR workflows. Here they are:
Applicant Tracker
The Applicant tracker template doubles as your ATS. Instead of all that high-end Applicant Tracking Software, you simply use the applicant tracker template to manage your openings and their status on a single platform. With this applicant tracker you can:
- Keep track of your applicants/candidates (including which applicant applied for which opening)
- Know the status of the candidate/opening/interview easily and track the performance of the candidate
- Easily allocate and track the interviewer
- Store resumes of the candidates in the stack or template so that it is easy to retrieve as needed
👉 For growing teams, an applicant tracking template can centralize all candidate details and hiring decisions within a single HR dashboard.
Employee Onboarding Template
The Employee Onboarding Template helps you keep track of every employee onboarding on your list. A well-organized employee database management system helps keep employee information accessible throughout the onboarding process. No matter how prepared you are with employee onboarding or how many times you have on-boarded a new employee, things can be missed out and the situation can turn stressful. HR teams can use Stackby’s online form builder to collect employee details, onboarding information, and internal requests.
With the employee onboarding template you can:
- Keep track of all new joinees (of course, that’s expected right:)
- Make a checklist of the step-by-step procedure and ensure each one is taken care of during the process
- Ensure that the right and complete set of company resources have been shared with the new employees
Employee Training Management Template
The Employee Training Management Template helps HR departments oversee training requirements and management. It helps you:
- Keep track training sessions for employees of your organizations -- manage everything from training subject to employees to resources needed for the training
- Track and manage each team member in charge of the training and allocate subjects accordingly
- Keep an eye on the training feedback and value provided by each trainer
Employee Directory Template
Irrespective of the size of your team, the Employee Directory Template helps you maintain data related to your employees in your payroll. With this template you can:
- Track all employee details from name and address to joining dates to appraisal dates to vital data like blood group and allergies for emergencies easily, With workflow automations, teams can reduce repetitive tasks and streamline routine HR processes.
👉 Modernize your HR processes by adopting employee database management tools that reduce manual work and increase transparency.
Agency Talent Management
The Agency Talent Management template is not exactly something for a regular organization. But if you are an agency or a staffing/placement company that manages talent, this template can help you:
- Manage your candidate and client database on a single platform (use it as a database or a CRM)
- Keep track of your projects and the hiring status for each of your projects
- Keep track of your CRM team and allocate them hiring projects -- all on a single platform
This is just the start; there’s more. You can create application forms for both external and internal candidates or a job requisition form for your departments on Stackby. Use it to create a company knowledge base stack. Add in information about your policies, appraisals, have your team apply for leaves and time-offs here. If you have a combined HR and Admin Department, you can also use it to keep track of everything from your administration related stocks to housekeeping on Stackby. The possibilities are endless and Stackby.com a blank canvas for your to create your workflow and data management tools the way you want.
Frequently Asked Questions About HR Management Templates
1. What is an HR management template?
An HR management template is a ready-made structure for organizing employee information, recruitment, onboarding, training, and other human resources activities.
2. How can HR teams manage recruitment using Stackby?
HR teams can use an applicant tracker to organize candidate details, job openings, interview schedules, application statuses, and hiring decisions in one place.
3. What should an employee onboarding template include?
An employee onboarding template should include onboarding checklists, assigned tasks, required documents, company resources, and progress tracking for each new employee.
4. How can companies track employee training?
Companies can use an employee training management template to organize training sessions, track participants, assign trainers, manage learning resources, and collect feedback.
5. What is an employee directory template used for?
An employee directory template stores and organizes employee information, such as names, contact details, departments, joining dates, and other relevant workplace records.
6. Can Stackby help staffing agencies manage talent?
Yes. An agency talent management template can help staffing agencies organize candidate and client records, track hiring projects, and manage recruitment responsibilities.

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Simplify Your HR Workflows with Stackby
Managing human resources involves more than recruitment and onboarding. HR teams also need to maintain employee records, coordinate training, track hiring progress, and manage day-to-day administrative tasks. Using multiple spreadsheets and disconnected tools can make these processes harder to manage.
A centralized database structure can help HR teams organize employee records, recruitment information, and training details.
Stackby’s customizable templates provide a flexible way to organize these activities in one workspace. From applicant tracking and employee onboarding to training management and talent coordination, teams can adapt their workflows to their specific requirements.
Whether you're managing HR for a growing business or coordinating recruitment for a staffing agency, Stackby helps bring employee information and HR processes together in a structured, customizable workspace.

