About this template

Construction HR Management CRM 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 construction industry to manage company accounts efficiently. It includes columns for capturing essential details such as the company name, domain, and number of employees. The board relation and mirror columns allow seamless linking of contacts and deals related to each account, ensuring a comprehensive view of each company's interactions and transactions. This is particularly useful for tracking partnerships and workforce suppliers in the construction sector.
Leads Board - The Leads board is designed to streamline the process of managing potential hires or vendors. HR specialists can track the status of each lead, initiate contact creation, and maintain up-to-date information on company, title, email, and phone number. By recording the last interaction date, HR can ensure timely follow-ups, enhancing recruitment and vendor relationship processes.
Contacts Board - This board centralizes all contact information, making it easy for HR specialists to manage relationships with employees, contractors, and external partners. Columns for email, phone, title, and priority help prioritize communications, while board relations and mirror columns link contacts to relevant accounts and deals. This holistic view supports better decision-making and more efficient communication strategies.
Deals Board - The Deals board is crucial for tracking recruitment and contract negotiations. HR specialists can monitor the stage and owner of each deal, estimate deal value, and forecast outcomes using close probability and formula columns. This board helps in planning and prioritizing recruitment efforts and contractor agreements, ensuring that key roles and projects are staffed on time.
Job Applications Board - This board is specifically tailored for managing job applications within the construction industry. It tracks the status of each application, the date applied, and includes columns for uploading resumes and scheduling interviews. Notes and status columns help HR specialists keep detailed records of candidate evaluations and progress, facilitating an organized and efficient recruitment process.

Dashboards & Reports

Annual Target - This dashboard allows HR specialists to monitor the yearly hiring goals for the construction team, ensuring that they meet recruitment targets essential to project delivery timelines.
Monthly Target - It provides a clear view of the monthly recruitment goals, helping HR specialists to adjust strategies promptly if they are falling behind, ensuring constant workforce availability.
Average Deal Value - While more sales-focused, HR can use this to understand the financial health of the company and adjust hiring budgets accordingly to support upcoming projects.
Active deals - Forecasted Revenue - This dashboard helps HR specialists anticipate the workforce needs based on incoming projects and their financial projections.
Deal status distribution - By understanding the status of various deals, HR can plan recruitment efforts better, ensuring the right talent is available as projects move towards closing.
Actual Revenue by Month (Deals won) - HR specialists can correlate revenue peaks with hiring needs, ensuring that recruiting efforts align with company growth phases.
Pipeline conversion - This dashboard helps HR understand the efficiency of the sales process, allowing them to plan recruitment to support future project loads effectively.
Activity tracker - It helps HR specialists monitor their own activities and productivity, ensuring they stay on top of recruitment tasks and deadlines.
Forecasted Revenue by month - Helps HR plan long-term recruitment strategies by aligning hiring needs with projected company revenue streams.
Forecasted Revenue by Stage - This provides insights into which projects are likely to close and when, enabling HR to prepare for future recruitment needs in a timely manner.
Deals Stages by Rep - Understanding which sales reps are closing deals can help HR identify high-performing teams and ensure they have the necessary support staff.
Deal Progress based on Month Added - This helps HR specialists track the time it takes for deals to progress, aiding in workforce planning to ensure timely project delivery.

Automations

When new email arrives → Notify item subscribers with a message - Keeps HR specialists informed of new candidate applications or queries, ensuring prompt responses and efficient communication.
When an email is opened → Notify item subscribers with a message - Alerts HR specialists when a candidate or internal team member has read their email, helping to track engagement and follow-up needs.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new candidates or contacts to the HR database, ensuring no potential hire is overlooked.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new candidates or internal referrals, allowing HR to prioritize and manage recruitment pipelines efficiently.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Ensures accurate tracking of candidate interactions, helping HR specialists maintain up-to-date records for better follow-up and engagement strategies.

Frequently asked questions

How can this template help me manage employee certifications and compliance in construction?

This template includes dedicated columns for tracking employee certifications, renewal dates, and compliance status, ensuring that your workforce meets all regulatory requirements.

Can this CRM template assist in scheduling and dispatching workers to different job sites?

Yes, the template features a job site assignment board where you can schedule and dispatch workers, ensuring optimal workforce allocation across multiple projects.

How does this template streamline the employee onboarding process for construction companies?

The onboarding board in this template allows you to track new hires, complete necessary documentation, and ensure that all training and orientation steps are followed systematically.

Is it possible to monitor employee attendance and time tracking using this construction HR CRM template?

Absolutely, the template includes columns for logging daily attendance and hours worked, making it easy to monitor workforce productivity and manage payroll.

What features does this template offer for managing employee performance and evaluations in the construction industry?

The performance management board allows you to record evaluations, set performance goals, and track progress, helping you manage and improve employee performance effectively.

How can this template help with managing workforce health and safety in construction?

This template includes a health and safety board to log incidents, track safety training, and ensure all workers adhere to safety protocols, promoting a safer work environment.

Can this CRM template handle recruitment and job application tracking for construction roles?

Yes, the recruitment board is designed to manage job postings, track applicant statuses, and facilitate communication with candidates, making the hiring process more efficient.

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