Notion – HR Requests Template

Notion – HR Requests Template

This template is perfect for organising your staff requests to HR in a central location. Effortlessly manage any HR team process in one location. Submit requests for vacation time, a department move, employee termination and more. Funnel requests like time off or departmental moves in one place, sort by requester or priority and easily build a clear workflow. Gain a clear understanding of which departments send the most requests, the distribution of request types, and more so you can improve your workflow to match. Follow requests easily as they are accepted, assigned to the correct person, reviewed, and approved.

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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

For ongoing use, the steps are:

• Login to Notion and select the template you want to view
• Click on the Duplicate link in the top-right of your screen to create a copy to use
• You’ll be able to retain the Notion template and work on the Duplicate (with a new name) and can repeat this process whenever you want to use the template again

What is an HR Requests Template?

An HR Requests Template is a pre-designed format or outline used to document and manage various human resources (HR) requests within an organization. It provides a structured framework for HR personnel to receive, track, and process requests from employees or managers related to HR matters. The template helps streamline the HR request process, ensures consistency in handling requests, and maintains a record of all requests and their status.

Here are some common elements you might find in a HR Requests Template:

1. Request Details: This section captures essential information about the HR request, such as the requester’s name, department, employee ID or number, and the date of the request.

2. Request Type: The template may include a field or drop-down menu to categorize the type of HR request, such as leave requests, benefits inquiries, employee onboarding, performance reviews, policy clarification, payroll adjustments, or any other HR-related matters.

3. Request Description: This section provides space to describe the details of the request. The requester can provide a clear and concise explanation of the issue, question, or action required from the HR department.

4. Priority Level: The template may include a field or selection option to assign a priority level to each HR request. This helps HR personnel to prioritize their actions based on the urgency or importance of the request.

5. Supporting Documents: If applicable, there may be a section to attach or link relevant documents that support the HR request, such as medical certificates, leave forms, or other supporting evidence.

6. Assigned HR Personnel: The template may include a field or drop-down menu to assign the HR personnel responsible for handling the request. This ensures accountability and helps distribute the workload among HR team members.

7. Status Tracking: The template provides a column or field to track the status of each HR request, such as “Open,” “In Progress,” “Pending,” or “Closed.” This allows HR personnel to monitor the progress and ensure timely resolution.

8. Notes and Comments: There may be space to add notes or comments related to the HR request. This can include updates, additional information, or any other relevant details for proper documentation and communication.

9. Resolution and Actions Taken: Once the HR request is addressed, there may be a section to document the resolution or actions taken by the HR department. This provides a clear record of how the request was handled and resolved.

The purpose of an HR Requests Template is to provide a structured and standardized format for managing HR-related inquiries, issues, and requests within an organization. It helps HR personnel streamline their workflow, ensure consistency in handling requests, and maintain an organized record of all HR requests and their status. By using such a template, HR departments can efficiently track, respond to, and resolve HR-related matters, enhancing overall HR service delivery and employee satisfaction.

Please note that the specific elements and design of an HR Requests Template may vary based on individual preferences, organizational requirements, and the complexity of HR processes. It is recommended to customize the template based on your specific needs and adjust the layout or sections as necessary.

How do I create an HR Requests Template in Notion?

To create an HR Requests Template in Notion, you can follow these steps:

1. Open Notion and create a new page or open an existing one where you want to create the template.

2. Decide on the structure and layout of your template. Consider the elements you want to include in your HR Requests Template, such as request details, request type, request description, priority level, supporting documents, assigned HR personnel, status tracking, notes and comments, and resolution/actions taken.

3. Start by adding headings or subheadings for each element. You can use the “/” command in Notion to quickly create different block types, such as headings, subheadings, or bullet points.

4. Under the “Request Details” section, create fields or bullet points to capture essential information about the HR request, such as the requester’s name, department, employee ID, and the date of the request.

5. In the “Request Type” section, add a field or drop-down menu to categorize the type of HR request, such as leave requests, benefits inquiries, employee onboarding, performance reviews, or any other HR-related matters.

6. Create a section for “Request Description” where the requester can provide a clear and concise explanation of the issue, question, or action required from the HR department. You can use a text block or an input field for data entry.

7. Add a field or selection option under “Priority Level” to assign a priority level to each HR request. This helps HR personnel prioritize their actions based on the urgency or importance of the request.

8. Include a section for “Supporting Documents” if applicable. This can include a file attachment or a link to relevant documents that support the HR request, such as medical certificates, leave forms, or other supporting evidence.

9. Create a field or drop-down menu to assign the HR personnel responsible for handling the request in the “Assigned HR Personnel” section. This ensures accountability and helps distribute the workload among HR team members.

10. Add a column or field under “Status Tracking” to track the status of each HR request, such as “Open,” “In Progress,” “Pending,” or “Closed.” This allows HR personnel to monitor the progress and ensure timely resolution.

11. Include a section for “Notes and Comments” to add any relevant notes or comments related to the HR request. This can include updates, additional information, or any other details for proper documentation and communication.

12. Reserve a section for documenting the “Resolution and Actions Taken” once the HR request is addressed. This provides a clear record of how the request was handled and resolved.

13. Customize and refine the template: Adjust the formatting, colours, or styles to make the template visually appealing and easy to read. You can also add additional sections or customize the template based on your specific needs.

14. Save and reuse: Once you have completed your template, save it for future use. You can duplicate the page to create HR Requests templates for different requests or modify the template as needed for various HR processes.

By following these steps, you can create an HR Requests Template in Notion that suits your specific HR request management needs. Remember to customize the template based on your requirements and adjust the structure or sections as necessary.