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Recruiting Pipeline Template

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Recruiting Pipeline Template

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Recruitment Pipeline Template

Screening ? Technical Interview ? HR Interview ? Hired!

We have often seen HR managers juggling different spreadsheets to manage the candidate hiring pipeline. There could be errors or data loss that could ultimately make your organization lose a gem of a candidate.

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.

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 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. Similar to how organizations use an applicant tracking system to streamline candidate management, this template provides a centralized approach to recruitment workflow.

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, 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. For comprehensive hiring management, organizations often combine this with recruitment tracker tools to monitor progress across different roles.

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.

Overview of Stackby's Hiring Pipeline Template

Manage candidate data without any hassle

You can store, track and manage the details of all candidates such as their basic information and interview details in the hiring pipeline template easily. Share this data with your team and maintain a centralized record. This approach works seamlessly with employee attendance tracker systems once candidates are hired.

Manage all job profiles currently accepting applicants

Include the details of all the open job profiles in your organization. You can add job description, manager, number of applicants who have applied for that job, number of vacancies, number of candidates hired, etc.

Manage your hiring pipeline using Kanban View

Make the recruitment process much more straightforward with Recruitment Status Kanban View! Our hiring pipeline template includes a Stage Kanban view that filters candidates based on the stage of the recruitment process (technical round, HR round, screening, hired, rejected, etc.). With this view, you can easily identify which candidate is in which stage and whether you need to speed up the recruitment process.

Use Calendar View to manage what's next in the hiring process

Our recruiting pipeline template also includes a calendar view that helps you manage the schedule of the next recruitment process. This way HR managers and administrators can schedule interviews and coordinate with the job managers. This scheduling functionality integrates well with broader workforce planning initiatives.

You can also add more views to the recruitment pipeline template. Stackby provides Gallery, Kanban, Calendar, Grid, and Forms views.

Who can Use The Recruiting Pipeline Template?

The recruitment pipeline template can be used by the recruitment department in an organization, the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Organizations implementing comprehensive HR strategies often combine this with employee performance management systems for long-term success.

Customize our Candidate Recruitment Pipeline Template in Less Than 5 Minutes!

With just one click, you can copy this recruiting pipeline template to your Stackby Workspace and start streamlining your recruitment pipeline process instantly.

You can add data manually to the tables or import data through Google spreadsheets
You can share the entire recruitment pipeline management system with your team or share a specific view as per your requirements
You can add collaborators like HR assistants and administrators to manage and track the data regularly and much more!

For organizations looking to enhance their hiring process further, consider implementing interview questions templates to standardize your evaluation process. Additionally, once candidates are hired, seamlessly transition them using performance reviews templates to maintain continuity in your HR workflow.

Take the complexity of the recruitment process and ensure your company's success with our free recruitment pipeline template. For comprehensive HR management, explore our hr knowledge base to access additional resources and best practices.

Other HR & Recruiting Templates:

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Applicant Tracking System template dashboard for recruiting and HR in Stackby Templates

Applicant Tracking System

e today. Between juggling resumes, scheduling interviews, and managing feedback from multiple stakeholders, the recruitment process often becomes overwhelming. That’s where an Applicant Tracking System (ATS) Template comes in. This ready-to-use template is designed to help HR teams, recruiters, and hiring managers streamline the end-to-end recruitment process. By consolidating candidate information, application statuses, interview scheduling, and feedback into a single, easy-to-use workspace, the ATS template ensures that hiring stays organized, transparent, and efficient. Features of the Applicant Tracking System Template Candidate Database Capture essential applicant details such as name, contact information, resume link, and role applied for. Add tags for skills, experience level, and source (job board, referral, direct application) to filter candidates quickly. 2 Application Pipeline Tracking Move candidates through structured stages: Applied, Shortlisted, Interview Scheduled, Interviewed, Offer Extended, and Hired/Rejected. Gain instant visibility into where each candidate stands in the recruitment funnel. 3 Interview Management Record interview dates, assign interviewers, and track outcomes. Use notes fields to capture interviewer feedback and candidate performance. 4 Collaboration & Ownership Assign recruiters or hiring managers to each candidate to ensure accountability. Use status updates to notify teams of changes in real time. AI Suggestions (Optional) Integrate AI-powered columns to auto-suggest candidate fit scores, highlight resume keywords, or recommend potential next steps. Benefits of Using the Applicant Tracking System Template Organized Recruiting: Replace scattered spreadsheets and emails with one centralized system for all hiring activities. Time Savings: Quickly filter and shortlist candidates based on criteria like experience, skills, or application source. Improved Collaboration: Ensure that HR, hiring managers, and interviewers are always on the same page. Better Candidate Experience: Keep track of follow-ups, feedback, and status updates to ensure no applicant is overlooked. Data-Driven Hiring: Use reports to measure metrics such as time-to-hire, source effectiveness, and candidate conversion rates. Use Cases HR Teams in Growing CompaniesAs startups and SMBs expand, hiring the right talent quickly becomes crucial. The ATS template helps them manage applications without expensive recruiting software. Recruitment AgenciesAgencies juggling multiple clients can use the template to track applicants per client, ensuring organized pipelines for each account. Corporate Hiring ManagersLarge organizations can integrate the template into existing workflows to maintain oversight of high-volume recruitment campaigns. Remote & Distributed TeamsWith centralized candidate tracking, remote teams can collaborate seamlessly on hiring decisions regardless of location. Freelance RecruitersIndependent recruiters can use this lightweight system to maintain candidate databases and present organized shortlists to clients. Why Choose This Template? The Applicant Tracking System Template combines structure, flexibility, and simplicity. Unlike complex and expensive ATS software, this template gives you a customizable, cost-effective, and user-friendly system that adapts to your hiring needs. Its modular design ensures that you can start small and scale as your recruitment grows. Whether you’re managing a handful of candidates or hundreds, the template provides the clarity and structure you need to stay on top of your hiring pipeline. You also gain the advantage of customization—add new fields like salary expectations, cultural fit scores, or custom hiring stages to match your recruitment process. And with built-in AI support, you can enhance decision-making with smarter candidate insights. Conclusion Efficient hiring is critical to building strong teams and scaling organizations. The Applicant Tracking System Template helps you manage candidates, track progress, and make better hiring decisions—without the complexity of traditional ATS software. By centralizing applicant data, automating parts of the pipeline, and providing real-time collaboration tools, this template empowers recruiters and HR professionals to hire smarter, faster, and with confidence. Start using this free-to-use ATS template today to bring order, efficiency, and transparency to your recruitment process. 

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Employee Task List Template by Stackby Templates

Employee Task List

Stackby's Employee Task List Template In today's dynamic work environments, effective task management is crucial for ensuring productivity and meeting deadlines. Stackby presents an innovative solution with its customizable Employee Task List Template, designed to streamline workflows and enhance team collaboration. This free-to-use template empowers users with a range of features tailored to meet diverse project requirements. At the core of Stackby's Employee Task List Template are its customizable filters and columns, providing flexibility to adapt to various project structures and preferences. Whether organizing tasks by phase, assigned team member, or due date, users can effortlessly tailor the template to suit their specific needs. This adaptability ensures seamless integration into existing workflows, promoting efficiency and clarity in task management. One standout feature of Stackby's template is its comprehensive filtering options. Users can easily find, sort, group, and filter tasks based on multiple criteria, enabling quick access to relevant information. This functionality not only simplifies task tracking but also facilitates prioritization, allowing teams to focus on critical activities and optimize resource allocation. Furthermore, Stackby's Employee Task List Template offers seamless file management capabilities. Users can leverage designated columns to upload files directly within the template, consolidating all relevant details in one accessible location. This integration eliminates the need for disparate storage solutions, fostering centralized communication and collaboration among team members. Why is Stackby's Employee Task List Template Better? Certainly, let's delve deeper into the points of difference between Stackby's Employee Task List Template and other similar templates: 1. Customization Flexibility - Stackby offers unparalleled customization options, allowing users to define and modify columns, filters, and views according to their specific project needs. - Unlike traditional templates with fixed structures, Stackby empowers users to adapt the template to diverse workflows, ensuring seamless integration into existing processes. 2. Comprehensive Filtering - Stackby's template provides extensive filtering capabilities, enabling users to refine task lists based on multiple criteria such as phase, assigned team member, priority, and due date. - Unlike basic filtering options in other templates, Stackby allows users to apply multiple filters simultaneously, facilitating granular control over task organization and prioritization. 3. Integrated File Management - Stackby simplifies document management by offering built-in file upload functionality within the task list template. - Unlike templates that rely on external storage solutions or separate document repositories, Stackby enables users to consolidate task-related files directly within the template, enhancing accessibility and organization. 4. Collaborative Workflow - Stackby fosters seamless collaboration through centralized task management, facilitating real-time communication and coordination among team members. - Unlike standalone task lists, Stackby's template supports collaborative editing, comments, and notifications, ensuring all team members stay informed and aligned on project progress. 5. User-Friendly Interface - Stackby prioritizes user experience with an intuitive interface that caters to individuals at all skill levels. - Unlike complex or cumbersome templates, Stackby's interface is designed for ease of use, minimizing learning curves and maximizing productivity from the get-go. By emphasizing these points of difference, users can better understand the unique advantages offered by Stackby's Employee Task List Template compared to other alternatives. Whether seeking flexibility, functionality, collaboration, or simplicity, Stackby stands out as a comprehensive solution for effective task management. It represents a paradigm shift in task management, offering unmatched flexibility, functionality, and usability. Whether for individual projects or team-wide initiatives, this template empowers users to optimize workflow efficiency and achieve superior results. Experience the transformative power of Stackby's template today and revolutionize your approach to task management. Ready to elevate your task management experience? Unlock the full potential of your team with Stackby's Employee Task List Template. Visit stackby.com to access the template and start maximizing productivity today! Checkout more related Template : Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form 

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Stackby Staff Roster Template for scheduling and managing employee shifts. Templates

Staff Roster

About the Staff Roster Template Managing employee schedules can be a complex and time-consuming task, especially for businesses that require organized shift planning and availability tracking. The Staff Roster Template in Stackby simplifies this process, providing an intuitive way to organize shifts, track employee availability, and ensure smooth team operations. Whether you run a retail store, a hospital, or a corporate office, this template helps you maintain a structured and transparent scheduling system. With customizable views, automated notifications, and real-time updates, this template ensures that team scheduling remains hassle-free. It helps HR teams, managers, and supervisors create, update, and communicate shift assignments efficiently. Why Use the Staff Roster Template? 1) Eliminate Scheduling Conflicts: Ensure employees are assigned to shifts without overlaps or inconsistencies. 2) Improve Workforce Planning: Plan ahead by visualizing shift patterns, availability, and staffing needs. 3) Increase Team Productivity: A well-organized schedule ensures a balanced workload and prevents burnout. 4) Enhance Communication: Share schedules in real time, reducing last-minute confusion and absenteeism. 5) Save Time with Automation: Set up reminders, track attendance, and generate reports effortlessly. How This Template Works in Stackby The Staff Roster Template includes key tables that allow easy management of team schedules. 1. Employee Roster Table Stores employee details, including name, department, and contact information. Includes shift assignments, work hours, and roles. 2. Shift Schedule Table Displays a structured view of weekly or monthly shift allocations. Helps in tracking who is working when and where. 3. Availability & Requests Table Employees can submit their availability or request shift changes. Managers can approve or deny requests in real time. 4. Attendance & Performance Tracking Table Records attendance, late check-ins, and absences. Can be used to evaluate employee performance over time. These tables ensure smooth workforce management, reducing errors and improving overall efficiency. Key Features & Benefits Customizable Views: Switch between list view, calendar view, and Kanban view to organize data efficiently. Collaboration & Access Control: Assign roles and permissions to ensure only authorized users can modify schedules.  Automated Notifications: Employees get notified of schedule changes instantly. API & Integration Support: Connect with HR software, payroll systems, and communication tools. Mobile-Friendly Access: Manage schedules from anywhere with Stackby’s mobile app. Real-World Use Cases Retail Stores: Keep track of cashiers, stock managers, and sales staff schedules. Healthcare Facilities: Assign shifts to doctors, nurses, and medical staff efficiently. Corporate Offices: Schedule team meetings, remote workdays, and in-office shifts. Hospitality Industry: Manage hotel, restaurant, or event staff availability seamlessly. Getting Started with the Staff Roster Template Sign up or log in to Stackby. Access the Staff Roster Template. Customize employee details, shift patterns, and availability fields. Use different views to manage scheduling efficiently. Share schedules with team members and automate shift notifications.

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The Best Employee Scheduling Template Templates

Employee Scheduling

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 

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Employee Feedback Form Template for collecting workplace insights. Templates

Employee Feedback Form

Employee feedback is crucial for fostering a positive work environment, improving team dynamics, and boosting overall productivity. An effective feedback system enables organizations to address concerns, recognize achievements, and implement necessary improvements based on employee insights. The Employee Feedback Form Template in Stackby provides a structured and efficient way to collect, analyze, and manage feedback within your organization. Why Use an Employee Feedback Form Template? Traditional feedback collection methods, such as emails or paper-based forms, are inefficient and make it difficult to organize and analyze responses. With this Employee Feedback Form Template, organizations can: Standardize feedback collection across teams. Track responses in real time for timely action. Improve employee engagement by addressing concerns effectively. Streamline reporting and analysis of workplace trends. Enhance communication between employees and management. How This Template Works in Stackby Stackby’s Employee Feedback Form Template is designed to simplify the process of collecting structured feedback. This template includes dedicated tables to track responses, categorize feedback, and generate actionable insights. Key Tables in the Employee Feedback Form Template Feedback Responses Table – Stores employee responses, including ratings, comments, and suggestions. Employee Details Table – Keeps track of employees providing feedback, including name, department, and designation. Feedback Analysis Table – Helps categorize feedback into themes, such as positive, neutral, and negative responses. Actionable Insights Table – Allows managers to document responses and track actions taken based on feedback. Each table is fully customizable, allowing you to tailor the template to fit your company’s specific needs. Key Features & Benefits Efficient Feedback Collection Use Stackby’s customizable form to collect structured feedback from employees. Capture detailed responses, including satisfaction ratings, suggestions, and concerns. Automated Organization & Tracking Automatically categorize feedback based on sentiment (positive, neutral, negative). Track responses by department, team, or individual for better analysis. Real-Time Analysis & Insights Identify trends in employee satisfaction through visual reports and dashboards. Make data-driven decisions to enhance workplace culture and productivity. Actionable Feedback Management Assign feedback-based tasks to HR or management for quick resolution. Monitor changes and improvements based on recurring feedback trends. Seamless Collaboration & Integration Share reports with HR teams and managers to discuss findings. Integrate with communication tools like Slack and email for automated notifications. Use Cases for the Employee Feedback Form Template This template is beneficial for organizations of all sizes across various industries: HR Teams – Gather employee feedback to improve policies and workplace conditions. Managers & Team Leaders – Address team-specific concerns and enhance engagement. Startups & Enterprises – Maintain a healthy work culture by regularly collecting feedback. Remote & Hybrid Workplaces – Understand employee challenges and improve collaboration. How to Use the Template? Import the Template – Add the Employee Feedback Form Template to your Stackby account. Customize the Form – Modify fields to align with your organization’s feedback collection needs. Share with Employees – Distribute the form link to gather responses efficiently. Analyze Feedback Trends – Use Stackby’s analytics tools to monitor responses and detect patterns. Take Action & Improve – Implement workplace improvements based on the insights gathered.

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Structured dashboard of recruitment strategy template with hiring pipeline Templates

Recruitment Strategy

An effective recruitment strategy is essential for attracting top talent, streamlining the hiring process, and aligning hiring goals with business objectives. The Recruitment Strategy Template by Stackby is designed to helAn effective recruitment strategy is essential for attracting top talent, streamlining the hiring process, and aligning hiring goals with business objectives. The Recruitment Strategy Template by Stackby is designed to help HR professionals, recruiters, and hiring managers manage every stage of recruitment—from identifying open roles to onboarding new hires. Built for flexibility and collaboration, this template provides a clear, centralized system to document job openings, track candidate progress, manage recruiter responsibilities, and evaluate recruitment performance. Whether you're growing your team quickly or filling strategic roles, this template empowers your recruitment process with structure and visibility. Build a Strategic Recruitment Framework This recruitment planning tool lets you break down hiring efforts into manageable and trackable components. The structure includes dedicated sections for: Job Roles & Openings: Document each position’s title, department, location, job type, and date posted. Hiring Status: Keep track of whether the role is open, in progress, or closed. Assigned Recruiter: Assign responsible recruiters for transparency and accountability. Candidate Pipeline: Visualize where each applicant is in the hiring funnel—from application received to final interview and offer. Candidate Scorecard: Rate and review candidates based on defined evaluation criteria. Recruitment Channel: Identify where candidates are sourced from—job portals, referrals, internal, social, etc. Time to Hire: Track how long each role takes to close, helping optimize recruitment speed. Each of these data points helps you execute hiring campaigns more strategically and collaboratively, reducing time-to-fill while increasing quality of hire. Why Use This Template? 1. Centralized Job and Candidate TrackingInstead of juggling multiple spreadsheets or disconnected notes, consolidate all recruitment information in one organized system. 2. Customizable to Fit Your ProcessAdjust columns, fields, and views to align with your organization's recruitment flow—be it internal, external, or agency-driven. 3. Pipeline VisualizationUnderstand your entire hiring process at a glance. Move candidates through stages with ease and keep everyone on the same page. 4. Recruiter AccountabilityTrack recruiter activity and performance based on the roles they manage, helping leadership assess progress and challenges. 5. Candidate Quality AnalysisUse scoring systems and feedback logs to compare applicants and support data-driven hiring decisions. Key Use Cases In-House HR Teams: Streamline internal hiring, track open roles, and improve interdepartmental collaboration. Recruitment Agencies: Organize multiple job positions and candidate flows across clients. Startups and Small Businesses: Build a hiring structure without investing in complex or expensive applicant tracking systems (ATS). Talent Acquisition Managers: Align hiring with organizational growth and gain visibility into recruitment bottlenecks. Views and Workflows to Maximize Efficiency Kanban View by Hiring Stage: Track candidates across various recruitment phases like Applied, Interviewing, Offered, and Hired. Calendar View for Interviews: Schedule and manage interviews and deadlines visually on a timeline. Open Roles Dashboard: Monitor all open positions and hiring metrics in one consolidated view. Recruiter Performance View: See the number of roles closed and candidates processed by each recruiter. Stackby Advantages With Stackby’s automation, filtering, and linking features, the Recruitment Strategy Template becomes more than just a tracker. You can: Use form views to allow candidates to apply directly into the database. Automate alerts to notify recruiters when a candidate reaches the next stage. Integrate with tools like Gmail, Slack, or job boards for seamless workflow. Additionally, real-time collaboration makes it easy for HR teams, department heads, and interviewers to stay aligned without back-and-forth communication. Final Thoughts The Recruitment Strategy Template helps turn your hiring process into a strategic, repeatable, and collaborative operation. Whether you're hiring one role or scaling a department, this template gives you the tools to plan better, track faster, and hire smarter. Empower your team to attract and retain top talent by organizing your entire recruitment pipeline in Stackby—start using this free template today. Would you like assistance setting up automation workflows or example data within this recruitment template?  

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Employee Training Plan Template By Stackby 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.  Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form 

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Dashboard view of recruitment pipeline stages and candidate details in Stackby Templates

Recruitment Pipeline Management

Hiring the right talent at the right time is essential for any growing organization. But let’s face it—managing recruitment across multiple tools, spreadsheets, and emails often leads to missed follow-ups, inconsistent evaluation, and loss of top candidates. Enter the Recruitment Pipeline Management template by Stackby—a powerful, no-code solution designed to help you streamline every stage of your hiring workflow, all in one place. Whether you’re a recruiter, HR professional, or team lead managing your own hiring pipeline, this customizable template empowers you to visualize, track, and automate your entire hiring process—from job openings to onboarding. Key Features of the Template: 1. Centralized Candidate DatabaseNo more scattered resumes or inconsistent candidate data. Log all applicant information including contact details, resume links, job positions applied for, current status, source of application, and more—all in a centralized table. 2. Visual Interview Pipeline TrackerSwitch to Kanban view and get a drag-and-drop pipeline to manage stages like Applied, Screening, Interview, Offer, and Hired. Easily track where each candidate stands in the hiring funnel. 3. Integrated Task and Communication LogsAdd interview dates, assign interviewers, set reminders, and track communication touchpoints to ensure no candidate gets overlooked. You can also integrate with tools like Gmail or Slack via APIs to streamline follow-ups. 4. Resume & Document AttachmentsAttach resumes, cover letters, portfolios, and feedback forms directly within each candidate row. This ensures the entire team can access key documents without switching tools. 5. Role-wise Filtering & SortingFilter candidates based on job roles, experience level, or application status. Sort them by interview scores, dates, or departments to get quick insights and make decisions faster. 6. Customizable Views for Hiring TeamsCreate separate views for hiring managers, interview panels, or departments—each with filtered data relevant to them. No clutter, only clarity. 7. Onboarding Checklist IntegrationOnce a candidate is hired, use the onboarding checklist view to track welcome emails, documentation, equipment provisioning, and first-week tasks. Make their Day 1 smooth and delightful. 8. Automation & API SupportAutomate stage movements, email reminders, or status updates. Connect Stackby to 40+ services (like Google Calendar, Mailchimp, or Typeform) through built-in APIs or Zapier integrations. Benefits for Teams: Eliminate Chaos: Say goodbye to disorganized spreadsheets, missed emails, or inconsistent updates. Improve Collaboration: Share the database with your hiring team, assign tasks, and leave notes in real time. Faster Hiring Decisions: Visualize your entire hiring funnel to quickly identify bottlenecks and move faster. Custom Fit to Your Process: Whether you hire 5 or 50 candidates a month, the template scales to your workflow. Built-in Automation: Reduce manual tasks and improve response times by automating common actions. Remote-Ready: Perfect for distributed hiring teams—everyone stays on the same page with cloud-based access. Use Cases by Team Type: HR Teams: Track candidate pipelines across departments and roles. Coordinate with hiring managers and ensure timely onboarding. Recruitment Agencies: Manage clients’ job openings, applicant statuses, and interviews—customize it per client or role. Startup Founders: Stay hands-on with hiring while scaling the team, without investing in costly ATS software. Hiring Managers: Gain visibility on candidate progress, leave feedback, and align with HR at every stage. Operations Teams: Streamline internal hiring, internship drives, or contractor recruitment in an organized manner. Why Choose Stackby for Recruitment? Unlike traditional Applicant Tracking Systems (ATS), Stackby gives you the flexibility of spreadsheets, the power of databases, and the automation of modern SaaS tools—all in one. Build your hiring system exactly how your team works, not the other way around. Stackby’s Recruitment Pipeline Management template is the perfect place to start—no code required, no learning curve, and free to use. Get started today, and bring speed, structure, and visibility to your hiring process—all from one simple, collaborative template.  

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HR Calendar Template dashboard showing events, employees, and holidays Templates

HR Calendar

Managing HR activities can become overwhelming when multiple employees, events, and public holidays need to be tracked manually. The HR Calendar Template is designed to bring clarity, coordination, and structure to HR operations by providing a centralized view of all important dates and activities. This comprehensive and fully customizable template helps HR teams plan employee events, monitor participation, track leaves, and stay informed on public holidays — all in one place. Whether you're a startup HR team or a large organization, this template will help you stay proactive, improve team communication, and eliminate scheduling conflicts. About the Template This HR Calendar Template consists of three key tables: 1. Event Tracker Track all internal HR events such as onboarding sessions, training programs, performance reviews, offboarding, celebrations, and compliance training. Key Fields: Event Name  Event Type  Date Time  Related Employee Description Location  Status  2. Employees Maintain a detailed directory of employees to easily link them to HR events. Key Fields: Employee Name Employee ID  Department  Email  Phone Number  Join Date  Role  Status  3. Public Holidays Keep track of regional and national public holidays to avoid event conflicts and notify staff in advance. Key Fields: Holiday Name  Date   Key Features Centralized Calendar Management: View all events and holidays in one dashboard. Employee Linkage: Automatically link events to employee profiles for clear participation tracking. Event Categorization: Easily filter events by type such as onboarding, reviews, or training. Public Holiday Mapping: Align internal schedules with local holidays to avoid conflicts. Custom Status Tags: Monitor the progress of planned and completed events. Ready-to-use Filters & Views: Create calendar views, Kanban boards, or timeline visuals instantly. Use Cases HR Teams: Manage team events, interviews, training sessions, and employee onboarding. Team Leaders: Stay informed of HR activities that may affect department operations. Recruitment Teams: Schedule hiring events, interviews, and feedback sessions without overlap. Remote Work Environments: Sync HR events and holiday calendars across different regions. Benefits Reduces administrative overhead by consolidating scheduling into one system. Enhances team collaboration with clear visibility of HR activities. Helps ensure compliance by tracking mandatory training and evaluations. Minimizes scheduling conflicts with public holiday visibility. Improves onboarding experiences and employee engagement with structured planning. Easy to Customize The HR Calendar Template is built to be flexible. Add custom columns, integrate with your existing HRMS tools, or collaborate in real time with your team. Whether you're using it on Stackby or exporting to Excel, this template adapts to your needs. Make your HR management smarter and more organized — start with this HR Calendar Template today. Ideal for HR managers, admins, and team leaders who want to stay ahead of important dates and team coordination. Let me know if you'd like this content exported into a publishable webpage format (HTML/Markdown) or adapted for Stackby’s public template listing! 

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Policy management dashboard showing policy documents, review cycles, and approvals Templates

Policy Management

Managing company policies and procedures is a crucial part of maintaining regulatory compliance, operational consistency, and internal transparency. Whether you're a fast-growing startup or a large enterprise, ensuring every employee has access to updated policies—and that these documents go through proper review and approval—is essential. The Policy Management Template by Stackby helps your team centralize, organize, and oversee every step of the policy lifecycle. From drafting and reviewing to approvals and employee communication, this customizable template gives you full control over how your organization manages its internal policies.  About the Template The Policy Management Template includes structured tables that mirror real-world policy workflows, providing full visibility into every step of the process.  1. Policies Table This is your master list of all organizational policies. Keep every policy categorized and up to date. Key Fields & Data Types: Policy Name Category  Owner  Document  Effective Date  Last Updated  Status  Summary 2. Review Tracker Track each review cycle for policies that need updating or verification. Key Fields: Policy  Reviewer Name Review Role Review Status  Due Date Comments   3. Approval Log Track policy approvals before final implementation. Key Fields: Policy  Approver Name  Approval Date  Communication Date  Distribution Method . Approval Notes   Key Features End-to-End Policy Tracking: From drafting to approvals and reviews. Real-Time Collaboration: Assign reviewers, owners, and approvers directly in the template. Automated Reminders: Use due dates and alerts to stay on schedule. Searchable Archive: Easily retrieve any policy, past or current. Customizable Categories: Group policies by department, purpose, or risk level. Centralized Dashboard: View all statuses, timelines, and responsibilities at a glance.  Benefits Ensure Compliance: Stay audit-ready with time-stamped reviews and approvals. Improve Accountability: Assign clear ownership for every policy. Enhance Visibility: Teams always know which policies are live and approved. Save Time: Avoid digging through emails or folders with centralized access. Reduce Risk: Eliminate outdated or unclear policies from circulation. Use Cases Human Resources: Manage employee handbooks, benefits policies, and onboarding materials. Legal & Compliance Teams: Review contracts, legal guidelines, and external regulations. IT Departments: Handle cybersecurity, software usage, and data policies. Operations & Admin: Organize SOPs and internal procedures. Customization Tips Stackby allows you to modify this template to fit your workflow: Add columns for version history or training completion Create calendar views for policy review dates Set up reminders using automations Integrate with document management systems like Google Drive Final Thoughts Policy management doesn’t have to be a chaotic, manual process. With the Policy Management Template, you’ll gain clarity, structure, and peace of mind knowing that your organization’s policies are current, approved, and accessible. Ready to streamline your policy process? Use this template to build a transparent and compliant organization today. Let me know if you'd like this formatted for a webpage or with a downloadable link!