About this template

Biotechnology 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 - The Accounts board is designed to manage detailed information about the various biotechnology companies your HR team interacts with. This includes tracking company names, online domains, and key contacts, while also linking directly to related deals. With dropdowns for industry categorization, text fields for the number of employees, headquarters location, and a long text field for comprehensive company profiles, this board ensures that all critical account information is centralized and easily accessible.
Leads - The Leads board helps HR specialists efficiently manage potential candidates by tracking their status through the recruitment pipeline. Key columns such as Name, Status, Company, Title, and Contact Information ensure that all lead details are systematically organized. The 'Create a contact' button streamlines the process of adding new leads, while tracking the last interaction date ensures timely follow-ups.
Contacts - This board is essential for maintaining comprehensive records of individual contacts within the biotechnology sector. By organizing data such as Name, Email, Phone, Title, and Company, the Contacts board provides a detailed overview of each individual’s role and relevance. Additional columns for Deals, Accounts, Priority status, and Comments help in prioritizing interactions and maintaining a clear communication history.
Deals - The Deals board is critical for tracking recruitment deals from initiation to closure. It includes columns for Deal Name, Stage, Owner, Deal Value, and Expected Close Date, ensuring that all deal-related information is meticulously recorded. The board also mirrors related Accounts and Contacts, facilitating a seamless connection between deals and the corresponding companies and individuals. This helps in forecasting deal outcomes and planning recruitment strategies accordingly.
Job Applications - The Job Applications board is specifically tailored to manage incoming applications for various positions within the biotechnology field. Key columns such as Applicant Name, Email, Position Applied, Application Status, Date Applied, and Resume ensure that all pertinent application details are captured. Notes fields allow HR specialists to document important observations and next steps, streamlining the candidate review process.
Candidates - This board focuses on tracking the progress of candidates through the recruitment process. Columns for Name, Contact Information, Email Address, Position, Status, and Source provide a comprehensive view of each candidate. Notes fields allow for detailed commentary on candidate interactions and assessments, ensuring that all candidate-related information is documented and accessible for making informed hiring decisions.

Dashboards & Reports

Annual Target - This dashboard helps HR specialists in the biotechnology industry track the annual hiring goals, ensuring alignment with the company's strategic workforce planning. It provides insights into whether the hiring process is on track to meet the annual staffing needs.
Monthly Target - This dashboard allows HR specialists to monitor monthly recruitment targets, helping to identify any shortfalls or overages in hiring and making timely adjustments to recruitment strategies.
Average Deal Value - While typically used for sales, in the context of HR, this can be adapted to track the cost per hire, providing insights into the financial efficiency of recruitment campaigns.
Active deals - Forecasted Revenue - This dashboard can be customized to track active recruitment campaigns and forecasted successful placements, helping HR specialists manage candidate pipelines effectively.
Deal status distribution - This dashboard can be used to visualize the stages of the recruitment process for various positions, enabling HR specialists to identify bottlenecks and streamline the hiring process.
Actual Revenue by Month (Deals won) - Adapted for HR, this dashboard can track the number of successful hires made each month, providing a clear view of recruitment performance over time.
Pipeline conversion - This dashboard helps HR specialists understand the conversion rates of candidates through different stages of the hiring process, assisting in identifying areas for improvement in candidate selection and onboarding.
Activity tracker - This dashboard allows HR specialists to monitor recruitment activities such as interviews, follow-ups, and offers extended, ensuring that no candidate is overlooked.
Forecasted Revenue by month - Similar to the Active deals dashboard, this can forecast the number of expected hires each month, aiding in workforce planning and resource allocation.
Forecasted Revenue by Stage - This dashboard can be used to forecast the number of candidates expected to move through each stage of the recruitment process, helping HR specialists manage their time and resources more effectively.
Deals Stages by Rep - This dashboard can be adapted to track the performance of individual HR team members in terms of moving candidates through the hiring process, fostering accountability and performance improvement.
Deal Progress based on Month Added - This dashboard helps HR specialists track the progress of candidates from the month they were added to the pipeline, providing insights into the efficiency and speed of the recruitment process.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures HR specialists are immediately informed of new candidate applications or important communications, enabling prompt responses and efficient candidate management.
When an email is opened → Notify item subscribers with a message - This automation helps HR specialists track candidate engagement, allowing them to follow up when a candidate opens an email, ensuring timely communication.
When "Create a contact" is clicked → Move the item to the Contacts board - This automation streamlines the addition of new candidates to the contact list, helping HR specialists maintain an organized and up-to-date candidate database.
When a lead is created → Set its status to "New Lead" - This automation ensures that new candidate entries are correctly categorized, enabling HR specialists to easily identify and prioritize new applicants in the recruitment pipeline.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - This automation keeps the candidate interaction history up to date, helping HR specialists track communication efforts and ensure regular follow-ups with candidates.

Frequently asked questions

How can this template help me track employee onboarding in a biotechnology company?

This template includes dedicated boards for tracking employee onboarding, ensuring all required documentation and training sessions are completed. It helps you manage the complex onboarding process specific to biotechnology roles.

Can this CRM solution assist with compliance training management for biotechnology employees?

Yes, the template features a compliance training management board that allows you to schedule, track, and report on mandatory training sessions, ensuring your biotechnology staff meets industry regulations.

How does this template monitor performance metrics for biotechnology employees?

It includes performance tracking boards that help you set and monitor KPIs specific to biotechnology roles, providing insights into employee development and areas for improvement.

What features does this template offer for managing employee certifications in biotechnology?

The certification management board tracks employee certifications and renewals, ensuring your staff maintains necessary qualifications for their roles in the biotechnology field.

How can this CRM template assist with recruitment processes for biotechnology positions?

It includes a recruitment board to manage biotech-specific job postings, candidate tracking, and interview scheduling, helping streamline the hiring process for specialized roles.

Does this template support workforce planning in the biotechnology sector?

Yes, the workforce planning board helps you forecast staffing needs based on project timelines, ensuring you have the right talent at the right time for your biotechnology projects.

How can this CRM solution improve employee engagement in a biotechnology company?

The employee engagement board allows you to monitor and enhance engagement through surveys, feedback, and activity tracking, tailored to the unique environment of a biotechnology workplace.

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