About this template

Interior Design HR Management simplifies hiring, certifications, and compliance. Automations track renewals and dashboards keep workforce readiness visible to managers.

What’s included

Boards

Accounts Board - This board is crucial for managing relationships with various companies and clients in the interior design industry. It helps HR specialists keep track of important details such as company names, domains, industry types, number of employees, headquarters location, and company profiles. By centralizing all these details, HR specialists can efficiently manage their accounts and ensure they have all the necessary information at their fingertips.
Leads Board - The Leads board is designed to help HR specialists track potential candidates and their status in the recruiting pipeline. It includes columns for lead names, status, company names, titles, contact information, and last interactions. This enables HR specialists to maintain a clear overview of their leads, ensuring timely follow-ups and effective communication throughout the recruitment process.
Contacts Board - With the Contacts board, HR specialists can manage contact information for various individuals associated with different accounts and deals. It includes columns for names, email addresses, phone numbers, titles, types, priorities, and company names. By organizing contacts efficiently, HR specialists can streamline communication and build strong relationships with candidates, clients, and partners.
Deals Board - The Deals board is essential for tracking the progress and details of various deals within the interior design industry. HR specialists can monitor deal stages, owners, values, associated contacts and accounts, expected close dates, close probabilities, and forecast values. This board helps HR specialists ensure that deals are managed effectively and that all relevant information is readily available for decision-making.
Job Applications Board - This board is specifically designed to manage job applications within the interior design sector. It includes columns for applicant names, positions applied for, application dates, status, applicant email addresses, resumes, and comments. HR specialists can use this board to track and evaluate candidates, ensuring a streamlined and organized recruitment process.

Dashboards & Reports

Annual Target - This dashboard allows HR specialists in the interior design industry to track annual hiring goals and workforce expansion targets. It helps ensure the department is aligned with the company's growth objectives.
Monthly Target - Provides insights into monthly recruitment targets, helping HR specialists manage hiring needs and adjust strategies to meet short-term staffing requirements.
Average Deal Value - While typically sales-focused, HR specialists can use this to understand the value of hires and the cost implications of various roles, aiding in budget planning and salary benchmarking.
Active deals - Forecasted Revenue - Helps HR specialists anticipate staffing needs based on forecasted projects and revenue, ensuring the right talent is available for upcoming client commitments.
Deal status distribution - Offers a view of hiring stages for different roles, from application to onboarding, helping HR maintain a smooth recruitment process.
Actual Revenue by Month (Deals won) - HR can correlate revenue with hiring efforts, understanding how workforce changes impact business performance month over month.
Pipeline conversion - Insights into the conversion rates of job applicants through various stages, aiding in improving recruitment processes and strategies.
Activity tracker - Tracks HR activities such as interviews, follow-ups, and onboarding tasks, ensuring all steps in the hiring process are completed efficiently.
Forecasted Revenue by month - Allows HR to plan recruitment efforts in line with expected business growth, ensuring staffing levels meet future demands.
Forecasted Revenue by Stage - Helps HR specialists align hiring timelines with project stages, ensuring staff availability matches project needs.
Deals Stages by Rep - Provides visibility into individual HR rep performance in managing recruitment stages, helping identify areas for improvement and training.
Deal Progress based on Month Added - Tracks the progress of recruitment efforts initiated in a specific month, helping HR specialists measure efficiency and time-to-hire metrics.

Automations

When new email arrives → Notify item subscribers with a message - Ensures HR specialists are promptly informed about new candidate applications or inquiries, enabling timely responses and efficient candidate management.
When an email is opened → Notify item subscribers with a message - Keeps HR specialists updated on candidate engagement, allowing them to follow up appropriately and maintain a strong communication flow.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the candidate management process by automatically organizing new contacts, reducing manual data entry and ensuring a centralized candidate database.
When a lead is created → Set its status to 'New Lead' - Automates the initial classification of new candidates, ensuring they are correctly marked for further recruitment actions and follow-ups.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Automatically updates interaction records, helping HR specialists keep accurate logs of candidate communications and ensuring no engagement is overlooked.

Frequently asked questions

How can this template help me manage employee records in an interior design firm?

This template provides a structured board to store and organize all employee records, including contact information, roles, and employment history, making it easy to access and update information as needed.

Can I track recruitment processes for new interior designers using this template?

Yes, the template includes a dedicated board for managing recruitment processes, allowing you to track applicants, schedule interviews, and monitor the status of each candidate throughout the hiring process.

How does this template assist with project assignments for designers and staff?

The template features a project assignments board where you can assign projects to designers and staff, set deadlines, and track progress, ensuring everyone is aligned and projects are completed on time.

Is it possible to monitor employee performance and appraisals with this template?

Yes, the template includes a performance tracking board that allows you to record and review employee performance, set appraisal dates, and manage feedback, helping you maintain a high-performing team.

How can this template help with onboarding new interior design employees?

The template provides an onboarding board to manage the onboarding process, including task checklists, orientation schedules, and required documentation, ensuring new hires have a smooth transition into the company.

Can I customize this template to fit the specific needs of my interior design firm?

Absolutely, the template is fully customizable, allowing you to add, remove, or modify boards and columns to fit the unique requirements of your interior design firm.

Does this template support compliance tracking for interior design industry regulations?

Yes, the template includes a compliance tracking board that helps you ensure all employees meet industry regulations and standards, keeping your firm compliant with necessary guidelines.

Related templates

Wholesale Operations Management CRM Template

By Monday CRM

Wholesale Finance Management CRM Template

By Monday CRM

Waste Management CRM Template for for Account Executives

By Monday CRM