Notion – HR Manager Essentials

$69

Use this system to manage all the elements of your company’s HR processes from a central dashboard in Notion

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Notion – HR Manager System

We’ve built this comprehensive HR system for HR Managers who want to manage all their processes and documentation in Notion.

The system allows you to manage all the elements of your company’s HR processes from a central dashboard in Notion. Watch this video for a comprehensive overview of how it works and what is included.

 

The system includes:

Notion Onboarding & Offboarding

  • New Employees – a place to keep track of new staff joining. See their progress through preboarding, onboarding and check-ins.
  • Buddies – keep track of current staff who have been assigned to be a buddy/mentor to new hires.
  • Employee Directory – make it easy for staff to know where they fit in the company.
  • Org Chart – a visual way to see who manages who in the business.
  • Employee Handbook – the heart of the organization that can be read by new hires.
  • Our Software – make it easy for new staff to find the login pages for the software they’ll be using.
  • Welcome Packs – track the process of sending out welcome packs and equipment to new staff members.
  • Digital Access – ensure that new hires get the correct access to the tools they need to do their job.
  • Employee Training Roster – keep track of staff training during onboarding and beyond.
  • My Onboarding Page – duplicate this page for each new hire so they have a personalized page with their onboarding schedule and the paperwork they need to complete.
  • Offboarding Checklist – use this template to ensure all the tasks are completed when an employee leaves your company.
  • Exit Interview – duplicate this template to provide to employees who are leaving to get their valuable feedback.
  • Equipment Return Process – use this checklist to ensure all equipment is returned when an employee leaves

Notion Job Posting & Recruitment

  • Application Tracking System – save hundreds of dollars in ATS software fees by setting up an applicant tracking system (ATS) in Notion. Store applicant details, set tasks to complete and keep an inventory of jobs that are filled or need to be filled.
  • Job Posting Copy – store your job descriptions for each role to use in future job ad copy.
  • Offer Letter Copy – store your offer letters for each role to use in future offer letter copy.

Notion Performance Training & Development

  • Performance Reviews – use this template to run performance reviews with staff members, set goals and take notes.
  • Employee Self-Evaluation – manage employee self-evaluations in one place.
  • Employee Training Management – get on overview of the training that your team wants to do, is booked to do, has completed and certifications received.

Notion Employee Feedback and Survey Links

  • Employee Engagement Surveys – link out to your online survey tool for easy access
  • Feedback Collection Forms – link out to your online survey tool for easy access
  • Survey Results Analysis – link out to your online survey tool results page for easy access

Notion HR Meetings

  • Meeting Agenda & Notes – keep track of all the data around meetings with team members. Access 15 sample HR meeting agendas to speed up your meeting prep work.

Notion Time Off & Leave Management

  • Leave Planner – keep track of leave requests, holiday scheduling and sick leave using this powerful template.
  • Simple Staff Rostering – use this template if your company needs to roster staff.
  • Leave Request Form – link out to the online form tool that you use for leave requests for easy access

Notion HR Policies & Procedures

  • Policies & Procedures Manual – a collection of 18 templates that form the core of how your company operates.
  • HR Compliance Checklist – a handy checklist for ensuring you meet HR compliance requirements.
  • Document Version Control Checklist – a checklist to use for sharpening your document control processes.

Notion Vendor & Contracts

  • Vendor Management – use this template to keep track of the important information on approved vendors, vendors being reviewed and vendors not to use.
  • Contracts & Agreements – a storage area for contracts and agreements to speed up your search when looking for these documents.

Notion Diversity, Equity & Inclusion (DEI)

  • DEI Initiatives and Goals Checklist – a DEI checklist for planning out your goals and action steps towards DEI goals.
  • Inclusive Hiring Practices Checklist – a checklist to use to ensure your hiring process meets inclusive hiring standards.
  • DEI Survey & Metrics Tracking – link out to the online software tool that you use for surveys for easy access

Notion Health & Safety

  • Safety Protocols & Guidelines – a place to store safety protocol and guideline documents. Includes all the common document names you need and why you need them.
  • Incident Reporting Form – link out to the online software tool that you use for forms for easy access
  • Incident Reports – a central place to document incidents in your company and manage them through to resolution.
  • Emergency Contacts – store employee emergency contact information so you can quickly access the information in an emergency.

Notion Employee Grievance & Conflict Resolution

  • Grievance Reporting Form – link out to the online software tool that you use for forms for easy access
  • Conflict Resolution Process Checklist – a checklist to help you audit your conflict resolution process.
  • Conflict Resolution Tracker – a central place to document conflict in your company and manage them through to resolution.

Notion HR Budget & Analytics

  • HR Budget – a simple budget planner for your HR department.
  • HR Expense Tracker – keep track of HR expenses and receipts in one central place.
  • Monthly & Annual HR Reports – store your monthly and annual HR reports. Include many examples of reports that are commonly created in the HR Manager role.
  • Key HR Metrics Dashboard – link out to the online software tool that you use for HR metrics for easy access
  • Data Visualization Tools – link out to the online software tool that you use for data viz for easy access

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What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you’re looking to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account

 

 

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