Recruitment Tracker Template

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. Checkout other related Templates :Agency Template Management Daily Attendance Sheet 

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!

In this digital world of software development, keeping track of overall team performance and user engagement on platforms like GitHub may be difficult. Without a streamlined approach you will find yourself trashed by the volume of data or missing out some critical insights that could improve your project's success. On the other hand, manual monitoring is time consuming and prone to errors. It may lead to inefficiencies and missed opportunities. This is where Stackby's Track GitHub User Metrics Template comes into play. The Solution: Stackby’s Track GitHub User Metrics Template Stackby's Track GitHub User Metrics Template is designed to simplify and automate the system of monitoring user metrics on GitHub. This powerful tool lets you automatically retrieve any GitHub user data, consisting of their contributions, follower.etc. By the use of this template, you can seamlessly build potential hiring lists and monitor how your current personnel are engaging with the developer community. How to Use Stackby’s Track GitHub User Metrics Template 1. Set Up Your Stackby Account: Sign in for a Stackby account. Once you are in, you may get entry to the extensive library of templates, together with the Track GitHub User Metrics Template. 2. Import the Template: Navigate to the template library and search for the "Track GitHub User Metrics Template." Import it into your workspace with a single click. 3. Connect to GitHub: Integrate your Stackby account with GitHub to permit automated records retrieval. Follow the simple steps to authorize Stackby to access the necessary GitHub facts. 4. Customize Your Columns: The template has some inbuilt columns like user name, contributions, followers, repositories, and more. Customize those columns to fit your precise tracking needs. 5. Automate Data Updates: Set up automatic data updates to make sure you have all the latest information. You can schedule those updates to occur each day, weekly, or at any interval that suits your workflow. 6. Analyze and Act: Use the template to research your user engagement and performance metrics. Use this data to make informed selections, whether or not you are making a hiring list or assessing the impacts of your team's contributions. Benefits of Using Stackby’s Track GitHub User Metrics Template 1. Improved User Experience Metrics: Gain comprehensive information on how users have interaction with your repositories. By monitoring contributions and engagement, you could pick out key metrics and recognize their impact in your tasks. 2. Efficient Metric Tracking: The template streamlines the process of metric tracking, diminishing the need of manual data entry and lowering the risk of mistakes. With automated updates, you constantly have access to current data. 3. Time-Saving: Stackby's user tracker template saves you precious time that might otherwise be spent on manual tracking. With this you can spend more time on analyzing rather than collecting the data manually. 4. Enhanced Performance Tracking: Monitor the performance of your team contributors and see how they interact with the broader developer network. Use these records to recognize excessive performers and identify areas of development. 5. Free and Easy to Use: Stackby offers a free tracker template that is easy to customize and use. With an intuitive interface and robust capability, you can start monitoring GitHub user metrics without any trouble. 6. Versatile Applications: Whether you're a project manager, a team leader, or a recruiter, this template offers valuable insights that assist you to achieve your goals. From building hiring lists to monitoring team performance, it provides endless possibilities. Conclusion In today's competitive software development world, staying on top of user metrics and team performance is mandatory. Stackby's Track GitHub User Metrics Template offers a seamless strategy to this challenge, offering an automated, efficient, and user-friendly way to track crucial GitHub data. With this template, you can enhance your user experience metrics, streamline your metric tracking, save time, and improve performance tracking. Best of all, Stackby offers this powerful template for free making it accessible to anyone seeking to optimize their workflow. Don't let manual tracking hold you back. Sign up to Stackby's Track GitHub User Metrics Template today! 

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  

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.  

An employee attendance tracker is a spreadsheet used by businesses or organizations to keep track of the attendance records of their employees. The template usually consists of features such as total working hours, overtime, leave balance, and other relevant metrics. Using an attendance tracker can help employers efficiently monitor employee attendance, identify trends or patterns, manage their leave requests, and ensure compliance with company policy or labor regulations. Stackby’s Employee Attendance Tracker Template Stackby’s Employee Attendance Tracker Template is a comprehensive solution designed to streamline the management of daily and monthly employee attendance records within your organization. This customizable template offers a user-friendly interface and allows easy setup and maintenance of attendance data by leveraging form filters and customizable columns. This template simplifies the process of tracking employee attendance and sharing the efficiency and accuracy of each employee. Characteristics of Stackby’s Employee Attendance Tracker Template Customizable Interface The template provides the flexibility to customize columns, forms, and filters according to the specific requirements of your organization, ensuring that the attendance tracking process aligns with your unique workflow. Formal Integration With integrated forms, capturing employee attendance data becomes seamless, and employees can submit their attendance information conveniently through these forms, eliminating the need for manual data entry and reducing the chances of errors. Advanced Filtering Options The template offers a range of filtering options, allowing users to quickly sort and group attendance data based on various parameters such as name, ID, picture, phone number, and month. This facilitates efficient analysis and reporting. Centralized Data Storage Buy consolidating all attendance-related information within a single template. Stackby enables centralized data storage, which simplifies access to attendance records, making it easier for administrators to retrieve and manage data as needed.  File Upload Capability Users can leverage specific columns within the template to upload files related to attendance, such as documents or images. This feature enhances data organization and enables comprehensive documentation of attendance-related details. Why Stackby’s Employee Attendance Tracker Template There are certain reasons why you should switch to stack if you are using any other template. Customization and Flexibility Stackby distinguishes itself from other employee attendance tracker templates by offering unparalleled customization and flexibility, unlike the rigid templates that impose predefined structures. Stackby allows users to tailor every aspect of the attendance tracking system to their specific requirements. With customizable column forms and filters, organizations can adapt the template to a line perfectly with their unique work flows and preferences. This level of flexibility assures that the attendance tracking process remains highly efficient and adaptable even as organizational needs evolve over time. Integration Another key differentiator of Stackby is its emphasis on integration and collaboration, while many other attendance trackers focus solely on individual data entry and management. Stackby facilitates seamless collaboration among team members with features such as real-time update commenting capabilities and file attachment features that transform the attendance tracker into a collaborative endeavor. This enables the team to work together more effectively, share insights, and address attendance-related issues proactively, ultimately enhancing overall productivity and cohesion within the organization. Scalability and Innovation Stackby sets itself apart from other templates by prioritizing innovation and scalability. Unlike static solutions that may struggle to accommodate the changing needs of growing organizations, this stack is designed to scale effortlessly along with businesses. Whether it is adding a new feature, integrating with other tools, or accommodating a larger work force stack, it remains adaptable and future-proof. Furthermore, it continuously innovates and updates its template with new functionalities and enhancements, sharing that users always have access to the latest tools and technology for efficient attendance tracking. Why choose Stackby’s Employee Attendance Tracker Template? When considering an employee attendance tracker template, choosing Stackby offers numerous advantages over other options. First, the unparalleled customization and flexibility empowered the organization to tailor the attendance tracking system precisely to their needs and ensure maximum efficiency and alignment with existing workflow. Additionally, Stackby emphasizes integration and fosters a culture of teamwork and transparency that enables teams to work together more effectively to manage attendance data and address issues proactively. Finally, the commitment to scalability and innovation ensures that the template remains adaptable and future-proof, providing long-term value and investment security for organizations of all sizes. Ultimately, by choosing the Stackby employee attendance tracker template, organizations can streamline the attendance tracking process, increase collaboration, and drive productivity to new heights. With its user-friendly interface, advanced features, and key advantages, this template empowers organizations to streamline the attendance tracking process and promote transparency within the workplace. Sign in today for a better experience!Check more related templates on Stackby Agency Talent Management Template Recruiting Pipeline Template Call Log Template

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.

Keeping an organized record of all your calls is essential for businesses, sales teams, customer support, and professionals who rely on phone communication. A Call Log Template simplifies tracking incoming and outgoing calls, ensuring that every conversation is recorded, categorized, and followed up on efficiently. With Stackby’s Call Log Template, you can maintain a structured database of all your call interactions, assign follow-up tasks, and analyze call trends for better decision-making. Whether managing customer inquiries, handling sales calls, or tracking internal communications, this template provides a streamlined approach to call tracking and management. Why Use a Call Log Template? Managing call logs manually through spreadsheets or paper records can lead to lost information, missed follow-ups, and a lack of insights into communication trends. This Call Log Template in Stackby helps you: Maintain a centralized database of all calls. Categorize calls based on type, priority, and status. Assign follow-ups and ensure no important calls are missed. Track response times, call durations, and outcomes. Generate insights to improve call handling and team efficiency. How Call Log Template Works in Stackby Stackby’s Call Log Template is designed to help businesses organize call records systematically. It consists of structured tables that allow users to log call details, assign tasks, and track follow-ups efficiently. Key Tables in the Call Log Template Call Records Table – Stores details of all incoming and outgoing calls, including date, time, caller information, and call duration. Contacts Table – Maintains a list of frequent contacts, helping teams access caller details instantly. Follow-Ups Table – Tracks pending actions and follow-ups to ensure effective communication. Call Status Table – Categorizes calls based on their outcome (Completed, Pending, Missed, or Follow-up Required). Each table is fully customizable, enabling users to tailor the template to their business needs. Key Features & Benefits of a Call Logging Template Track Every Call with Ease Log and record all inbound and outbound calls in a structured format. Include essential details like call type, duration, priority, and assigned team member. Categorize Calls & Assign Follow-Ups Mark calls as Customer Inquiry, Sales Call, Support, or Internal Communication for better organization. Assign follow-ups to team members and set reminders for pending calls. Improve Response Time & Communication Track response times and call handling efficiency. Ensure no call is missed by setting automated reminders for follow-ups Analyze Call Trends & Insights Generate reports on call volume, call duration, and response rates to optimize operations. Identify trends in customer inquiries, sales calls, or support interactions to improve service. Enhance Team Collaboration Share call logs with team members for better coordination and tracking. Use Stackby’s integrations to sync call data with CRM and other tools. Real-World Use Cases This template is perfect for: Sales Teams – Track prospect calls, schedule follow-ups, and optimize lead management. Customer Support – Log and analyze customer inquiries, ensuring timely responses. Business Owners & Managers – Maintain records of client interactions for better business decisions. Call Centers – Organize high volumes of calls, track agent performance, and improve response times. Getting Started with the Call Log Template Import the Call Log Template – Add it to your Stackby account. Customize Call Categories & Statuses – Define how you want to track different types of calls. Log Calls & Assign Follow-Ups – Record call details and assign follow-up actions. Analyze Call Data – Use filters and reports to track communication trends. Automate & Integrate – Set up automated notifications and integrate with CRM tools for seamless call management.

Conducting annual reviews is essential for evaluating employee performance, providing constructive feedback, and setting growth targets. However, organizing the data, ensuring consistency, and creating a seamless review process can be time-consuming. The Annual Review Template in Stackby helps streamline performance evaluations, feedback, and goal tracking. This customizable and automated tool allows HR teams, managers, and team leads to stay organized and track employees' progress throughout the year. Whether you’re assessing individual performance or managing multiple team members, this template is designed to make the review process efficient and insightful. About the Template The Annual Review Template provides a structured framework for tracking and assessing employee performance. It includes multiple tables, each designed to capture specific aspects of an employee's journey within the organization: Employee Table – Contains key details like personal information, department, and performance history. Review Table – Logs the annual reviews with feedback, achievements, and areas of improvement. Goals Table – Tracks short-term and long-term goals and progress towards achieving them. Performance Metrics Table – Includes quantitative metrics like productivity, KPIs, and other performance indicators. With these tables, the template ensures a comprehensive approach to evaluating employees, from daily tasks to overall career growth. Why Use the Annual Review Template? Conducting annual reviews is a cornerstone of employee development and organizational growth. Yet, managing this process manually can lead to inconsistency, missed data, or confusion. Here’s why you should use this template: Streamline the Evaluation Process – Instead of relying on spreadsheets or handwritten notes, this template provides an organized platform for tracking performance reviews in real-time. Improve Feedback Delivery – Ensure feedback is clear, constructive, and consistent across all employees. Align Goals and Expectations – Track employee goals and match them with company objectives for mutual growth. Easily Share Results – Share review results directly with employees or stakeholders for transparency. How the Annual Review Template Works in Stackby This template is divided into several tables that work together to provide a complete picture of employee performance throughout the year. Here’s how each table functions: 1. Employee Table This table is the foundation of the template. It includes essential employee information such as: Name & ID – Identify each employee for easy reference Position & Department – Categorize employees by their roles and teams Join Date & Employment Status – Track employee tenure and status (active, on leave, etc.) Overall Rating – A general evaluation score that aggregates all performance metrics 2. Review Table Track individual performance reviews with detailed feedback in this table. Each review includes: Review Date – When the review took place Feedback Summary – Key insights from managers or peers Achievements – What the employee did well during the review period Areas of Improvement – Specific feedback for future development Rating (1-5) – A rating system to grade employee performance 3. Goals Table This table tracks short-term and long-term goals set for each employee. Features include: Goal Description – The specific target or objective Goal Deadline – When the goal should be achieved Progress Tracking – Monitor progress over time (e.g., 50% completed, on track, etc.) Completion Status – Mark goals as completed or still in progress 4. Performance Metrics Table Measure employee performance through various KPIs and metrics: Metric Name – e.g., sales target, project completion, etc. Target Value – The expected performance level Actual Performance – The employee’s real-world output or achievement Performance Evaluation – A comparison of the target vs. actual performance Key Features & Benefits Comprehensive Employee Overview – Capture all the relevant employee details in one table for easy access. Structured Reviews & Feedback – Document yearly evaluations and feedback with clarity. Goal Tracking – Track employees’ goals with clear deadlines and status indicators. Automated Performance Metrics – Log performance indicators like productivity and sales targets in an automated way. Customizable & Scalable – Adapt the template for different team sizes and departments. Collaboration Features – Share the review data with managers, HR, and even employees themselves. Real-World Use Cases HR Managers – Use this template to oversee the performance of all employees in an organization, simplifying the review process and ensuring consistency. Team Leaders – Track team performance, provide regular feedback, and align team goals with organizational objectives. Managers – Help managers set clear expectations and evaluate their team members' growth with detailed performance metrics. Employee Development Programs – Foster personal growth by tracking achievements and setting new career goals. Getting Started with the Annual Review Template Copy the template into your Stackby workspace Enter employee data such as names, roles, and departments into the Employee Table Schedule and log reviews using the Review Table Set goals for each employee in the Goals Table and track progress throughout the year Measure performance against KPIs using the Performance Metrics Table This simple yet effective workflow ensures that annual reviews are not only timely but also data-driven and valuable for employee development.