About this template

Automotive HR Management Template centralizes recruiting, training, and compliance. Automations remind managers about certifications and expiring documents, while dashboards give visibility into workforce readiness. Keep operations smooth and teams supported.

What’s included

Boards

Accounts Board - This board helps HR specialists in the automotive industry manage and organize company accounts efficiently. It includes columns for company name, domain, contacts, deals, industry, description, number of employees, headquarters location, and company profile link. This setup ensures that all relevant information about each account is easily accessible and up-to-date, aiding in effective relationship management and strategic planning.
Leads Board - The Leads board is designed to streamline the process of managing potential candidates and other leads. Columns such as name, status, company, title, email, phone, last interaction, and active sequences provide a comprehensive view of each lead, helping HR specialists track the progress of candidate engagements and ensure timely follow-ups.
Contacts Board - This board is essential for keeping track of all contacts related to different accounts and deals. It includes columns for name, email, accounts, deals, deals value, phone, title, type, priority, comments, company, and activities. This detailed information helps HR specialists maintain strong relationships with key contacts and manage communications effectively.
Deals Board - The Deals board is crucial for monitoring the progress of various deals within the automotive industry. Columns such as name, stage, owner, deal value, contacts, accounts, expected close date, close probability, forecast value, and last interaction provide a clear overview of each deal's status and potential value. This helps HR specialists prioritize their efforts and optimize deal closure rates.
Job Applications Board - This board is designed to manage job applications efficiently. It includes columns for name, position, department, application date, status, resume, and contact info. HR specialists can easily track the progress of each application, ensuring that all candidates are given due consideration and timely updates.
Candidates Board - The Candidates board helps HR specialists manage candidate information and interview schedules. It includes columns for name, position, skills, experience, interview date, status, and notes. This board ensures that all candidate details are organized and accessible, facilitating a smooth and efficient hiring process.

Dashboards & Reports

Annual Target - This dashboard helps HR specialists in the automotive industry by providing a clear overview of yearly recruitment and HR goals. It enables tracking of annual hiring targets and HR initiatives, ensuring alignment with company objectives.
Monthly Target - This dashboard breaks down the annual targets into monthly goals, allowing HR professionals to monitor progress on a month-to-month basis. It's crucial for managing recruitment pipelines and ensuring that hiring needs are met consistently.
Average Deal Value - Though primarily sales-focused, this dashboard can help HR specialists understand the value of deals closed, which in turn can influence compensation plans, commission structures, and budgeting for HR activities.
Active deals - Forecasted Revenue - By tracking forecasted revenue from active deals, HR can better plan workforce needs, aligning hiring strategies with expected business growth and ensuring that the team has the capacity to support upcoming demands.
Deal status distribution - This dashboard shows the distribution of deals across different stages, helping HR to anticipate staffing needs based on where deals are in the pipeline and to ensure that the right talent is in place to support these stages.
Actual Revenue by Month (Deals won) - Understanding the actual revenue generated each month can guide HR in aligning hiring and training programs with periods of high revenue, ensuring that the workforce is optimally utilized.
Pipeline conversion - This dashboard helps HR specialists track the conversion rates of leads into deals, which can inform recruitment strategies, particularly for roles that directly influence these conversions.
Activity tracker - This is crucial for HR to monitor the activities of the sales team, ensuring that employee performance is aligned with company goals, and identifying areas where additional training or support may be needed.
Forecasted Revenue by month - By understanding forecasted revenue on a monthly basis, HR can better plan for hiring needs, ensuring that staffing levels are appropriate to support anticipated business activities.
Forecasted Revenue by Stage - This dashboard helps HR specialists to understand which stages of the sales process are expected to generate the most revenue, allowing them to focus recruitment and training efforts on those stages.
Deals Stages by Rep - Tracking deal stages by representative helps HR to identify top performers and those who may need additional support or training, ensuring that the team is effectively managed and motivated.
Deal Progress based on Month Added - Understanding how deals progress based on the month they were added can help HR to identify trends and adjust hiring and training programs to better support the sales team throughout the year.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that HR specialists are immediately informed about new emails, allowing for prompt responses to inquiries and efficient communication with candidates and employees.
When an email is opened → Notify item subscribers with a message - HR professionals can track email engagement, ensuring that important messages are being read and followed up on promptly, which is critical for candidate communication and employee engagement.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new candidates or employee contacts to the CRM, ensuring that all relevant information is organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, helping HR specialists keep track of new candidate inquiries and ensuring that they are addressed in a timely manner.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with candidates and employees, ensuring that HR professionals maintain up-to-date records and can manage follow-ups effectively.

Frequently asked questions

How can this template help me manage recruitment for automotive roles?

This template provides a structured workflow for tracking job applications, scheduling interviews, and managing candidate evaluations specific to automotive industry roles such as technicians, sales staff, and service advisors.

Can this CRM template assist in onboarding new employees at a car dealership?

Yes, the template includes a detailed onboarding process, ensuring new hires complete all necessary documentation, training modules, and compliance checks tailored to automotive dealership requirements.

How does the template help with tracking employee certifications and training?

The template allows you to monitor and manage certifications, mandatory trainings, and continuous education required for various automotive roles, ensuring compliance and up-to-date skillsets.

Can I use this template to manage employee performance reviews for automotive staff?

Absolutely, the template includes tools for setting performance goals, scheduling review meetings, and documenting feedback and improvement plans specific to the automotive industry.

How does this template handle HR compliance and regulatory requirements in the automotive sector?

It provides predefined compliance checklists and documentation workflows, ensuring all HR activities meet industry-specific regulations and standards for automotive businesses.

Is this template suitable for managing shift schedules for automotive service centers?

Yes, the template includes features for creating and managing shift schedules, ensuring optimal staffing levels and efficient operations in service centers.

How can this template help with employee engagement and retention in the automotive industry?

The template offers tools for conducting employee surveys, tracking engagement metrics, and implementing retention strategies, helping you maintain a motivated and satisfied workforce.

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