How It Works
Managing HR processes, engaging employees, or optimizing HR operations? Taskade is your practical solution for HR management. This guide illustrates how you can use Taskade for efficient human-resources operations, employee relations, and workflow optimization.
Taskade Features for HR
Feature | Description |
Automate routine HR tasks, from onboarding to resume screening. | |
Automate the creation of job descriptions and essential HR documents. | |
Manage access to sensitive HR data and documents. | |
Choose from thousands of templates or create your own for job postings, interview evaluations, and more. | |
Store all your HR documents in one place. |
💡 Note: Visit the 💸 Pricing Page for a full breakdown of features.
Key Taskade Terminology
Every workflow in Taskade can be broken down into three components:
The diagram below illustrates the relationships between the hierarchy levels:
Set Up Your HR Workspace
Configuring a workspace for your team in Taskade is the first step to efficient HR management. Consider your processes and choose a structure that suits your workflow. Here are two examples:
Example #1: Department-Centric Organization
In this setup, the HR workspace is organized around different HR departments or functions within the organization. It includes folders representing key HR functions such as Recruitment, Employee Onboarding, and Performance Management. Each folder contains projects specific to that function. Tags categorize projects by department (e.g., Marketing) and status (e.g., In Progress).
Level | Example |
Workspace | HR Hub |
Folders | Recruitment |
| Employee Onboarding |
| Performance Management |
Projects (Examples) | Job Postings |
| Applicant Tracking |
| Performance Reviews |
| Employee Feedback |
Tags | Department (e.g., Marketing) |
| Project Status (e.g., In Progress) |
Example #2: Role-Centric Organization
In this alternative setup, the HR workspace is organized around specific roles within the HR team. Each role has its dedicated folder which contains projects specific to the tasks and responsibilities of that role. Tags are used to categorize projects by urgency and task status.
Level | Example |
Workspace | Team-Centric HR Operations |
Folders | HR Management |
| Talent Acquisition Specialist |
| Learning & Development Officer |
Projects (Examples) | Policy Revision |
| Campus Recruitment Drive |
| Leadership Development |
| Employee Satisfaction Survey |
Tags | Priority (e.g., High, Medium) |
| Task Status (e.g., Open, Closed) |
How to Set This Up:
In your dashboard, click the ➕ plus icon on the left.
Enter the name of your workspace.
(optional) Choose a workspace logo.
(optional) Invite team members to the workspace.
Open your new workspace and click the ➕ New folder button under 🏠 Home.
Enter the name of your folder.
(optional) Choose a folder logo.
(optional) Share your folder.
Open your new folder.
Click the ➕ New project button (top-right corner).
Type the project title at the top.
(optional) Share your project to collaborate.
Open your workspace or folder and click ➕ Tag.
Choose one of the default #tags or click ➕ New tag to create your own.
Name your #tag, choose a color, and click Create.
Examples and Templates
Starting from scratch can be time-consuming, but our collection of templates is here to guide your HR efforts. Make sure to visit the Template Catalog for more ideas!
Template | Description |
This template provides an easy-to-use system for monitoring and recording employee attendance, including sick leaves, vacation days, and personal time off. It helps maintain an accurate count of days worked for payroll purposes. | |
A visual representation of the HR department's structure, this template outlines the hierarchy and relationships between roles, facilitating clear communication and defining reporting lines. | |
Designed to map out the specific processes and tasks within a team, this template helps in identifying bottlenecks, streamlining operations, and ensuring that everyone understands their role in the workflow. | |
This template serves as a comprehensive guide for gathering and organizing all relevant information about new employees, including contact details, emergency information, and job-related data. | |
A step-by-step guide ensuring that all necessary tasks are completed for a new hire's onboarding process, from pre-arrival preparations to integration into the team. | |
An organized repository of all employees' contact information, job titles, departments, and other essential data, making it easy for anyone in the organization to find and connect with colleagues. |
😊 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact