A CRM for human resources teams tracking employee engagement, onboarding progress, and internal communications in Taskade.
What's Included
- Employee Directory: Contact info, department, role, and tenure
- Onboarding Pipeline: Stages from Offer Accepted to Fully Ramped
- Engagement Tracker: Pulse survey results and action items
- AI Agent: Drafts onboarding checklists and flags engagement concerns
How To Use
- Clone this template and import your employee directory
- Track onboarding progress in Board view
- Use the AI agent to generate personalized onboarding plans
- Automate check-in reminders with workflow triggers
- Control visibility with role-based permissions
Find more HR tools in the Community Gallery.