Employee Onboarding Template

Call logging is the process that involves collecting, analyzing, and recording data related to telephone calls made and received by a company or individual. Whether you own a small retail store in your area or run a multinational FMCG company with multiple offices worldwide, both inbound and outbound calls form an essential part of your day. Companies place calls for a wide range of reasons, including customer care, outreach, sales, marketing, surveys, operations, logistics, and so on. They also receive calls for an equally large number of reasons, including customer complaints, user queries, job applications, contract negotiations, etc. Call logs allow you to nurture and maximize leads, provide customer service, resolve issues faced by a user, keep track of follow-up calls, evaluate your company's departments' performance, market your product, among other things. There are different methods that a particular company can employ to create and maintain their call logs. It can be both manual and automatic. Stackby’s call log template template will allow you to keep meticulous and detailed records of any data related to call logs. Our Call Log Template will allow you to: Record the details of all of the company’s calls in one place. You can log calls of multiple departments using the call log template. If there are any documents relevant to a particular call, you can attach them to this template to facilitate easy access. Store the phone number required to place each call. Add notes, if necessary, for a call to allow for a better understanding of its content. Keep track of the agenda or purpose of each call. This can include recruitment, sales, marketing, operations, outreach, customer service, accounts, regular reports, and so on. Record the date and time for each call in the call log. Check whether the call has been closed or not. The calendar view of the template allows you to get an easier visual & understanding of the calls that are not closed. Under the separate tab for Agendas, you can track the number of calls placed and received by each department. You can also track the number of calls that have been closed under each agenda. Record and track the calls that have to be placed in the upcoming weeks under each agenda. Track the collaborator responsible for each agenda. Monitor and update the data as and when necessary.  With Stackby’s Call Log Template, you can record all your call data efficiently and easily! It is custom-made to suit your specific needs and expectations.

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template ? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template ? Customise Your Directory: Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms:  Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy:  Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders:  Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals.  Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers:  Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency.  Why is it essential to create and maintain an employee directory ? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template ? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by using Stackby ? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience.  Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form 

In a marketplace that is increasingly becoming employee-centric, finding, recruiting, and retaining the best talent has become essential for any company or agency. Regardless of the size, nature, and scope of the business you run, your employees are the building blocks of your organization. The goals and objectives of any company are fulfilled because of the combined effort of everyone involved. A talent management template can prove to be quite useful for any talent management agency and help increase productivity.  What is talent management? Talent management is the systemic and well-defined process of identifying the vacant position in your company, finding and recruiting the most suitable and talented candidate, developing the skills and expertise of this employee to match the position, and retaining him for a long period, thereby reducing employee turnover. Strategic and well-planned talent management can play a huge role in the accomplishment of the vision and mission of your company. It strengthens the organizational structure and gives you an edge over your competitors! Usually, a lot of organizations turn to a talent management agency to help hire new talent or manage the existing ones! Won’t it be easier to do it all by yourself? Looking for a software or template to help you manage the wide talent pool of your company? Well, you’ve come to the right place. Stackby has created an Agency Talent Management Template for this exact purpose.  How can you use this Agency Talent Management Template to streamline and consolidate your talent management process? Using this template, you will be able to: Record the details of all your team members in one place. Store the name of the team member and the corresponding talent category (Web Development/ Content Creation/ Sales Management/ PR Management/ Brand Management/ etc.). You can also record the current job title of each employee and change it as and when required. Add the contact details of your team members to the template to facilitate smooth communication. Record the date of availability for each team member. Add the sample/ portfolio work of each member to the template. This will allow you to understand their talent and proficiency in a particular area. Record the projects and the clients that have been assigned to each team member. You can also track the total number of each that has been allotted to a team member. Using this data, you can monitor the distribution of work in the team. Record the name and contact details of all your current and potential customers. Check whether they are an existing client or not and the corresponding industry category (Media/ Finance/ Software/ Electronics/ Manufacturing/ Food/ etc.). Add the current location of each customer and the projects assigned by them. You can also record the type of project. Record the details of all customer’s projects and their current status (Agreement Not Signed/ Negotiation/ Agreement Signed/Proposal Sent). This template is not specifically made for agencies but is built to adopt for any organization's talent management process. 

Is your HR team constantly grappling with the challenges of project management? Are you tired of the never-ending cycle of missed deadlines, miscommunication, and scattered information? Look no further! Stackby's HR Project Plan Template is your secret weapon to tackle these hurdles head-on. With this human resource management plan template, you can easily stay on top of your HR initiatives, boost productivity, and achieve remarkable project outcomes. What is HR Tracking? HR tracking refers to the systematic process of monitoring and managing various HR activities, projects, and tasks within your HR organization. It involves closely monitoring the progress, timelines, and resources allocated to HR initiatives. Importance of HR Tracking Effective HR tracking is crucial for the smooth functioning of human resource management. It helps ensure that projects are delivered on time, resources are utilized efficiently, and team members are aligned toward common goals. With proper tracking, HR teams can stay organized, identify bottlenecks, and make data-driven decisions to drive success. A Brief Overview of Stackby's HR Team Project Tracker Template HR Project Plan Template by Stackby is a comprehensive solution designed to simplify HR project management. It provides a centralized platform where you can track and manage all your HR activities, projects, and teams efficiently. Who is This HR Team Project Tracker Template for? This HR Project Plan template is ideal for HR teams and professionals who want to streamline their project management processes. Whether you're handling recruitment initiatives, employee training programs, performance evaluations, or any other HR projects, it will help you stay on track and ensure the successful completion of your tasks. Why Do You Need Stackby's HR Team Project Tracker Template? Centralize your HR initiatives, tasks, and projects in a single location for easy access and efficient management. Monitor each project's status, timelines, and milestones to ensure they stay on schedule and meet their objectives. Keep a close eye on task assignments, deadlines, and task statuses, ensuring accountability and timely completion of HR project deliverables. Gather and organize project-related data, generate insightful reports, and gain valuable insights to improve HR project performance and decision-making. Ways to Customize Our HR Team Project Tracker Template Customize the table columns to match your specific HR project tracking requirements. Set up different views to filter and visualize data based on project status, priority, or other criteria relevant to your HR projects. Leverage Stackby's formula and automation features to automate calculations, notifications, and repetitive tasks, saving time and reducing manual effort. Enhance the functionality of this HR Project Plan template by integrating it with other apps and utilizing Stackby's power-up features. Set up automated reminders and notifications for important project milestones, deadlines, or task assignments to keep your team on track. Table Included in Our Human Resource Management Plan Template Tasks: This table allows you to track individual tasks, assign owners, set due dates, and monitor progress. Projects: It helps you to manage multiple HR projects, set objectives, define timelines, and track overall project status. Team: With its aid, you can maintain a record of team members involved in each project, their roles, etc. However, you get the option to link two tables using the Link Column Type to establish connections and create dependencies between tasks, projects, and team members. For example, you can link a task to the corresponding project, allowing easy navigation and reference between the two tables. Similarly, you can link team members to their assigned tasks or projects, enabling quick access to their information and enhancing collaboration within the HR project tracker. Ready to Uncover the True Potential of Your HR Projects? Choose Stackby's HR Project Plan Template as your go-to option to achieve this objective.Get started today for a seamless HR project tracking experience!

Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. C??heck how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily. 2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time. Here are some of the advantages of using a simple candidate application tracking system: 1. Reduces time to hire. The job application tracker spreadsheet will increase the speed of your selection process, as it reduces the time you would have to spend on administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule. Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/business can be an exciting job. Do not make it cumbersome by depending on spreadsheets . Use our applicant tracking system template and find the best employees who suit your organization’s ethics and work culture. Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  

What is a Feedback Form ? A feedback form is a structured document used to collect valuable insights, opinions, and assessments from individuals. In the context of the workplace, an Employee Feedback Form serves as a tool for employees to share their thoughts, experiences, and suggestions regarding various aspects of their work environment, performance, and overall satisfaction. What should you include in employee feedback forms ? Employee Information: Name, Department, Position. Performance Assessment: Areas to evaluate performance and achievements. Job Satisfaction: Questions on job contentment, work-life balance, and workplace culture. Specific Feedback: Sections for constructive feedback and improvement suggestions. Suggestions: Space for employees to propose ideas for enhancing workplace conditions. How to make feedback forms with Stackby ? Utilise Stackby's customizable templates, such as the Employee Feedback Form template linked above. Modify fields based on your specific requirements, including performance metrics, satisfaction ratings, and open-ended feedback sections. Leverage Stackby's collaboration features for real-time feedback collection and analysis. What is 360 Employee feedback ? 360-degree feedback involves gathering input from various sources, including peers, subordinates, and supervisors, in addition to the self-assessment of the employee. This comprehensive approach provides a well-rounded perspective on an employee's performance and behaviour. Tips for your Employee Feedback Form ? Keep questions clear and specific to gather actionable insights. Include a mix of quantitative (rating scales) and qualitative (open-ended) questions. Ensure anonymity if seeking honest and unbiased feedback. Periodically update and adapt the feedback form to reflect changing organisational needs. What to do with employee feedback ? Analyse feedback trends to identify areas for improvement. Recognize and acknowledge positive feedback. Develop action plans based on constructive criticism. Communicate changes and improvements to employees to demonstrate a commitment to their feedback. Creating an effective Employee Feedback Form with Stackby and utilising the insights gathered can contribute significantly to employee engagement, satisfaction, and overall organisational growth. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management

In today's dynamic work environments, efficient employee scheduling is crucial for maintaining productivity and ensuring seamless operations. Stackby's Employee Scheduling Template offers a comprehensive solution tailored to meet the diverse needs of businesses across various industries. Customizable and Free to Use Stackby's Employee Scheduling Template provides users with a highly customizable platform that adapts to their unique requirements. Whether you're managing a small team or a large workforce, this template can be easily tailored to suit your specific scheduling needs. The best part? It's completely free to use, empowering businesses of all sizes to streamline their scheduling processes without breaking the bank. Flexibility for Enhanced Dashboards With Stackby's flexible platform, users can seamlessly enhance the Employee Scheduling Template into dynamic dashboards. This flexibility allows for real-time visibility into employee schedules, enabling managers to make informed decisions quickly. Whether it's monitoring shift coverage, tracking overtime, or identifying scheduling conflicts, Stackby's dashboard capabilities provide unparalleled insights into workforce management. Comprehensive Database Management Stackby empowers users to maintain a comprehensive database of all scheduling-related information. From employee profiles and shift schedules to availability and time-off requests, the template serves as a centralized repository for critical workforce data. This centralized approach ensures data integrity and enables easy access to essential information whenever needed. Advanced Functionality with Lookup and Aggregation In addition to basic scheduling features, Stackby offers advanced functionalities like Lookup and Aggregation. The Lookup feature allows users to retrieve information from one table and display it in another table based on specified criteria. This capability simplifies data management and enhances the overall efficiency of the scheduling process. Moreover, the Aggregation feature enables users to perform complex calculations and analysis, further optimizing workforce management strategies. Comprehensive View with Templates Stackby's Employee Scheduling Template provides users with a comprehensive view of their workforce schedules. By incorporating various filters, columns, and sorting options, users can customize the template to meet their specific needs. Whether it's organizing schedules by phase, assigned tasks, or dates, Stackby offers the flexibility to tailor the template according to individual preferences. Stackby Vs Other Templates Customization and Flexibility Unlike other employee scheduling templates, Stackby offers unparalleled customization options, allowing users to adapt the template to their unique requirements effortlessly. Advanced Functionalities Stackby stands out with its advanced functionalities such as Lookup and Aggregation, providing users with powerful tools to streamline workforce management processes. Free to Use While many scheduling solutions come with hefty price tags, Stackby's Employee Scheduling Template is completely free to use, making it accessible to businesses of all sizes. Streamline your employee scheduling processes and enhance workforce management efficiency with Stackby's Employee Scheduling Template. Customize, organize, and optimize your schedules with ease, all within a user-friendly platform. Try Stackby today and experience the difference firsthand! Why Choose Stackby's Employee Scheduling Template? Stackby's Employee Scheduling Template offers a versatile and user-friendly solution for businesses seeking to optimize their workforce management processes. With its customizable features, advanced functionalities, and comprehensive view of scheduling data, Stackby empowers organizations to take control of their scheduling needs effectively. Experience the benefits of Stackby's Employee Scheduling Template today and revolutionize the way you manage your workforce. Checkout more related Template : Agency Talent Management Template 

Manage all your employee engagement surveys within your organization in a single place. 

This Stackby annual review template enables organizations to efficiently manage employee performance evaluations, set goals, track achievements, and plan professional development. It includes comprehensive sections for employee information, goals and objectives, performance evaluation, achievements, development plans, overall comments, and required signatures for approval.