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HR & Recruiting Templates

Applicant Tracker Templates

Applicant Tracker

Recruitment and selection can be a tiring process, especially if the companies don’t have a proper tracking system. While many companies use a tracking system during the recruitment process, some companies still maintain spreadsheets and databases to keep their records. This can get complex over some time, mainly when several candidates are coming for the interview. An upgrade is, therefore, required and that’s where our Applicant Tracker Template comes in.

Stackby’s applicant tracking template provides you with the help you need by creating the essential database for managing your data. You have to enter all the information of the candidates about how they performed in their respective interviews.

The open profile table will connect all the openings you have in your organization to the applicants who gave their interviews according to their profile. There is also an interviewer table that keeps track of the respective HR member who took the interview and the current status of the same.

Why is an applicant tracker important?

In today’s fast-moving market, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back have some or other way failed to achieve their desired results. 

An effective recruitment process is said to be 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 keeping applicant tracker template-:

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 the administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time.

2. Improves hiring quality-: The quality of hiring becomes better using the applicant tracker template. For instance, the automated matching of the specific skills and requirements would only allow the best candidates to compete.

3. Speed up recruitment cycle-: Having all the information and credentials in front the recruiter will make his work easier ten fold. Since the information is properly organized in one space, excel spreadsheet templates for tracking makes the recruitment process faster.

4. Provides better screening-: It can become a tiring task for the recruiter if he or she does everything manually. It 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.

Now you will not feel burdened, and the work will not be hectic with Stackby’s applicant tracking system. Copy this stack and enjoy recruiting. 

Employee Onboarding Templates

Employee Onboarding

Regardless of their nature and scope, companies of all kinds frequently hire new employees to replace the employees who have left the organization, attract new talent, and diversify the workforce’s talent pool.

Finding the right candidate for the right job is extremely important! Extensive interviews are conducted to scrutinize the applications and identify the best and most suitable candidates. Once selected, offer letters are extended to the candidates. What happens after the applicants join the company? This is where the idea of employee onboarding comes in.

What is employee onboarding and why it is important for your HR?

Although the term has different interpretations for different companies, employee onboarding is introducing and integrating the new employees with the company’s environment and culture.

The duration and nature of tasks that fall under employee onboarding differ from one organization to another. However, in all cases, employee onboarding is the first interaction an employee has with the company after the recruitment process. It is the window of opportunity where you can make a long-lasting impression on your employees.

A practical and well-managed onboarding process can convert talented recruits into loyal, long-term employees of the company. It reduces the company’s turnover rate and provides you with a competitive edge over others in the market.

Keeping detailed records of the various tasks that fall under onboarding can be quite a hassle. Looking for an onboarding checklist that will allow you to track all the newly hired employees? Well, look no more! To only and streamline the work of your team, Stackby has developed a state-of-the-art Employee Onboarding Template.

A robust onboarding process makes your new employees feel valued and appreciated and improves the company’s overall work culture. With our onboarding template, you can monitor everything of your team member's onboarding, in a single place with Stackby’s Employee Onboarding Template.

With multiple onboarding templates available in the market, why should you choose us? With our customizable and user-friendly template, you will be able to:

  • Track the onboarding process from start to finish on a single interface.
  • Create your onboarding checklist for the process and list all the tasks that need to be done. For example, signing the employee contract, submitting bank account details, office tour, meet the CEO, setup benefits, etc.).
  • Record the exact instance when each task needs to be done (On joining/ Within five days of joining/ After office tour/ After signing employee contract/ etc.).
  • Track the status of each item in the onboarding process to see if it’s done or not.
  • Record the list of company resources engaged in the onboarding process. Attach related documents to the onboarding template, if any.
  • Record the names of all the new employees of your company and their corresponding onboarding checklist. 
  • Track the exact date of joining of each employee.
  • Monitor and update the details as and when required.

Copy the stack today and discover the secret to standing out in this employee-centric job market! If you're looking to track your recruiting process, please check out our most popular Applicant Tracking Template.  

Employee Training Plan Templates

Employee Training Plan

Whether you run a start-up venture, a small business, or a well-established multinational company, your employees are your most valuable asset. Companies define their goals and objectives and devise comprehensive strategies to achieve the same. 

It is the employees that execute these plans and produce tangible results for the organization. As a result, it is safe to say that you cannot build a company without employees.

Due to the diverse and ever-changing nature of the market space, your employees need to be constantly trained and reskilled to maintain and enhance their productivity. This is the function of employee training. 

Employee training management refers to the company’s continuous initiatives and efforts to improve its employee’s performance. Training adds to the skills, knowledge, and efficiency of the employees. It is paramount for the growth and development of any company. Stackby’s Employee Training Plan template helps organisations in this endeavor.

Training can be given to new candidates who join your company or existing employees to improve their skills and refresh their knowledge. This will keep your workers up-to-date with the latest technologies and provide you with an edge over your competitors in the market.

Why is employee training essential?

Every company devotes substantial time and resources towards training their employees. The question arises: Why?

  • Training adds and improves the skill set of your employees.
  • It increases overall employee morale and level of job satisfaction.
  • It increases their chances of promotion shortly.
  • Training teaches the employees how to deal with complex and challenging situations.
  • A well-trained employee is more likely to adopt an innovative and creative approach toward his or her job.
  • Training reduces and eventually eliminates the need for tight supervision and control.
  • Improves employee commitment and loyalty towards the company.
  • Training can be done on the job or off the job. Regardless of its nature, an employee training plan helps a company retain the best talent and boost its revenue.

Are you looking for a tool to help you manage and monitor your employee training plan? If your answer is yes, then you’ve come to the right place! With Stackby’s Employee Training Management Template, you can organize employee training programs easily!

Using this training plan template, you will now be able to:

  • Track the ongoing and upcoming training programs for employees.
  • Record the location allotted for a particular training program (Conference room/ Meeting room/ etc.).
  • Keep track of the departments participating in each training program (Marketing/ Sales/ Operations/ etc.).
  • Record the date on which the program will be conducted.
  • Store the names of the speakers who are a part of the training program.
  • Record the details of your team members and the training programs they have participated till date.
  • Store their contact details and track their attendance.
  • Record the feedback received from each employee regarding a particular training program.
  • Update the details as and when required. 

Training your employees has never been so easy! Copy the stack and adopt this easy to use training plan template today. 

Employee Directory Templates

Employee Directory

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?

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.

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!

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.  

Job Requisition Form Templates

Job Requisition Form

The HR department of a company is responsible for finding, screening, and hiring the best candidates for every other department. What does a department do if it wants to recruit new employees? How does it communicate its hiring needs to the HR department?

The answer to the question is – Job Requisition Form!

What is a job requisition?

Job requisition is the first step in the recruitment process. It is an internal document that acts as a formal request for a new position. Departmental managers use it to request the hiring of a new employee.

Departmental managers fill out a requisition when they want to create a new position or fill an existing department position. It streamlines the recruitment process and helps a company in prioritizing its hiring needs.

A job requisition will include a wide range of information starting from the department you’re hiring for, the manager’s details, the reason for recruitment, nature of the job, the expected salary range, the potential date of joining, and the list of qualifications required and so on.

Job requisition is essential for a company as it formalizes the hiring process and lays down the department’s needs to the hiring manager. It enhances the transparency of the company’s HR department and even allows them to measure their recruiting KPIs easily!

However, if your company’s different departments follow their job requisition format, the entire process becomes quite cumbersome. To solve this issue and help you manage multiple job requisitions, Stackby is here with its custom-made Job Requisition Form Template!

This template provides you with a standard format for an employee requisition form that can be used by all your departments for their hiring needs. Apart from this, you can also keep track of all the current job requisitions in one place easily!

How will Stackby’s Job Requisition Form Template help you and your team members? 

Using this employee requisition form template, you will be able to:

  • Track the multiple job requisitions on a single interface.
  • Record the date on which the requirement was posted.
  • Store the title of the position you want to fill. You can also record the corresponding department that has made the job requisition.
  • Track the type of opening and check if it’s an urgent hire. This will help your HR department prioritize its time and resources towards critical positions.
  • Store the reasons for recruitment and the responsibilities that will form a part of this position.
  • Record the details of the supervising officer for each job.
  • Add the educational and other qualifications required for a job.
  • Check the current status of each job requisition to see if it has been approved or not.
  • Monitor, track, and update the details as and when required.

Job requisition is highly essential for a company, and we have created the perfect tool to help you with it. Start using the Job Requisition Form template today to streamline your critical HR process. 

Recruiting Pipeline Templates

Recruiting Pipeline

A recruitment pipeline is used to have a detailed overview of the entire recruitment process. You can track the progress of each candidate throughout the entire recruitment process with the recruiting pipeline template. This template would make the entire process easier for the recruiter since all the information related to the recruiting pipeline is available at a single location.

What is the Recruitment Pipeline Template?

Recruiters use a recruitment pipeline template to keep a tab on the entire hiring process and keep track of the entire hiring process at a glance. You have the complete list of all the candidates in one place, where the status of each candidate is provided, and which information regarding which process of hiring they are currently in and which stage is next.

For the benefit of the recruiter and to make it easier for them, the contact details and the resumes of each candidate are also made available in the recruitment pipeline.

Why do you need a Recruitment Pipeline Template?

A recruitment pipeline template is the easiest way for recruiters to organize and maintain their hiring process without creating a lot of chaos without outsourcing the recruitment process to other companies and keeping the recruitment in-house.

This template allows the recruiter to easily manage multiple hiring pipelines at once since all of the required information is available at their fingertips at any given time. 

Since the recruitment pipeline is maintained online using this template, all the updates are provided in real-time. Recruiters are always up-to-date with the hiring process, and hence they can efficiently complete the hiring process with minimal time and resources and in a smooth manner without hassles.

Who is this template for?

This template is useful for recruiters of companies of all sizes. Using this template to keep track of the hiring process of all the various pipelines within their company.

How will Stackby’s Recruitment Pipeline Template help you?

Stackby’s template is the best recruitment pipeline template there is currently. Our template provides a wide array of options to the recruiter who would be using it for managing their recruitment pipeline in their company.

  • In the first column, you could find all the candidates who are currently undergoing the recruitment process. 
  • Right next to it, you also have the column which has their photos for you to identify each candidate and also you have their resumes in the next column and also their contact number in the next column, so that you would have, in a glance, available all the details you would need about the candidate.
  • The next columns provide you an even deeper view of the hiring process of each candidate; you get the "stage" column, where you know the status of each candidate, whether they are rejected, selected, or undergoing a specific round of interviews in their recruitment cycle.
  • You can also find the dates on which they started their process, the date for the next process, etc., and for which position they have applied for.
  • You also have ratings to score the performance of each candidate in each round.
  • All of these columns, plus the option to filter to use only specific parts of the templates to view specific information that the recruiters require, make it easy for them to manage the recruitment process.

You Will Also Find These Templates Useful: Recruitment, Applicant Tracker, Employee Onboarding 

Recruitment Templates

Recruitment

Recruitment is the process of hiring the right candidates for the right positions in your company. Employees form the backbone of any form of business. Hence, companies have to make sure that the candidate's capability matches the responsibility that will be assigned to him or her.

One of the key objectives of recruitment is to anticipate the company's existing and upcoming recruitment needs. This is followed by making the required arrangements to fill the vacant positions by interviewing and assessing potential candidates.

An efficient recruitment process allows you to streamline the procedure and reduce the time you spend looking for viable candidates. It also needs to be cost effective and conducted within the given time.

Companies devote a substantial amount of their time and resources towards their recruitment process to attract and hire the best talent. To ensure a smooth and efficient recruitment process, you need a template that will allow you to record all relevant data in one place.

Well, your search is over! Stackby’s Recruitment Template has been custom-made to track your recruitment process from start to finish. It gives you an overview of your company's open positions and details of the candidates that have applied for the same position.

Using our Recruitment Template, you will be able to:

  • Monitor the open positions in your company right now.
  • Attach the job description document of each position to the recruitment plan template.
  • Track the number of vacancies available under each position of your company. For example, for the position of Chief Financial Officer, there may be one vacancy available. However, for the position of Associate Developer, there are eight vacancies currently available.
  • Monitor the level of requirement for each position (Low/ Medium/ High).
  • Track the current status of a particular position (Open/ Interviewing/ On Hold/ Cancelled).
  • Record the details of the manager who is taking care of the recruitment process of a position. Store their contact details to avoid any form of communication gap. Add notes, if necessary, regarding each position.
  • Store the details of the candidates that have applied for each position.
  • Attach each applicant's picture to the recruitment plan template and store their contact details in the template itself.
  • Keep a record of each applicant's positions and attach their CV to the template to facilitate easy access.
  • Record the interview date for each applicant. This will allow you to allot time for each applicant and schedule the interviews accordingly.
  • Rate the candidate according to the interview already conducted and record the name of the interviewer too.
  • Record the phone interview score of each applicant (Good/ Strong/ Rejected/ Reconsider/ Probably Hire). You can also track the application process's current status (Decision Pending/ No Hire/ Hired/ In-Person Interview).

Stackby’s Recruitment Template is user-friendly and easy to understand. Collaborate with your HR team and start using it today!

Weekly Schedule Templates

Weekly Schedule

Whether you run a small business, a start-up venture, or a multinational company, your job requires you to plan and schedule multiple events, meetings, and programs.

In any given week, a company holds several meetings to discuss and analyze important issues. It also organizes presentations and conferences frequently. In other words, companies are required to manage several events with the limited time they have to accomplish their goals and objectives.

As a result, time management is crucial for any organization or business. It is the key to one's success and effective functioning. Planning is essential to ensure that you can cover all the tasks and events in a specific amount of time.

Every company needs a proper tool or template to plan and manage their weekly schedule. Are you looking for one for your department? If your answer is yes, then you have come to the right place.

Stackby has developed a Weekly Schedule Template to keep track of your tasks and events in one place.

You can now schedule and track your meetings and special events easily! Bid farewell to the days of poor time management when you couldn't find the time for all your work! With our user-friendly free Weekly Schedule template, you can assign a date and time to each event and task.

This template can be customized to suit your requirements and is extremely easy to understand and follow. 

Using the weekly schedule template, you will be able to:

  • Record the details of each event scheduled for any given week.
  • Store the exact date of all the upcoming events. You can also record the time allotted for the particular event.
  • Several tasks need to be covered under each event or meeting. This template even allows you to store the details of the respective tasks on the same platform.
  • Record the date and exact time when the task is due. This will help you manage your time well and ensure that the work is done within the set deadline.
  • Monitor the priority status of each event or task. It can range from high, medium to low.
  • Monitor and update the data as and when required.

Stackby’s Weekly Schedule Template has an in-built calendar view! This will give you an overview of all your upcoming tasks and events in a particular month, week, or day. In addition to all of the above features, this template also offers a customizable Scheduled Event Details Form to make your job easier!

Planning events and time management has never been so easy! Any department of your company can use the Weekly Schedule Template to schedule their events.

Call Log Templates

Call Log

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.

Agency Talent Management Templates

Agency Talent Management

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 talent management agency but is built to adopt for any organization's talent management process. 

Employee Training Plan Template

Use this stack

Whether you run a start-up venture, a small business, or a well-established multinational company, your employees are your most valuable asset. Companies define their goals and objectives and devise comprehensive strategies to achieve the same. 

It is the employees that execute these plans and produce tangible results for the organization. As a result, it is safe to say that you cannot build a company without employees.

Due to the diverse and ever-changing nature of the market space, your employees need to be constantly trained and reskilled to maintain and enhance their productivity. This is the function of employee training. 

Employee training management refers to the company’s continuous initiatives and efforts to improve its employee’s performance. Training adds to the skills, knowledge, and efficiency of the employees. It is paramount for the growth and development of any company. Stackby’s Employee Training Plan template helps organisations in this endeavor.

Training can be given to new candidates who join your company or existing employees to improve their skills and refresh their knowledge. This will keep your workers up-to-date with the latest technologies and provide you with an edge over your competitors in the market.

Why is employee training essential?

Every company devotes substantial time and resources towards training their employees. The question arises: Why?

  • Training adds and improves the skill set of your employees.
  • It increases overall employee morale and level of job satisfaction.
  • It increases their chances of promotion shortly.
  • Training teaches the employees how to deal with complex and challenging situations.
  • A well-trained employee is more likely to adopt an innovative and creative approach toward his or her job.
  • Training reduces and eventually eliminates the need for tight supervision and control.
  • Improves employee commitment and loyalty towards the company.
  • Training can be done on the job or off the job. Regardless of its nature, an employee training plan helps a company retain the best talent and boost its revenue.

Are you looking for a tool to help you manage and monitor your employee training plan? If your answer is yes, then you’ve come to the right place! With Stackby’s Employee Training Management Template, you can organize employee training programs easily!

Using this training plan template, you will now be able to:

  • Track the ongoing and upcoming training programs for employees.
  • Record the location allotted for a particular training program (Conference room/ Meeting room/ etc.).
  • Keep track of the departments participating in each training program (Marketing/ Sales/ Operations/ etc.).
  • Record the date on which the program will be conducted.
  • Store the names of the speakers who are a part of the training program.
  • Record the details of your team members and the training programs they have participated till date.
  • Store their contact details and track their attendance.
  • Record the feedback received from each employee regarding a particular training program.
  • Update the details as and when required. 

Training your employees has never been so easy! Copy the stack and adopt this easy to use training plan template today.