About this template

Environmental Services HR Management 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 essential for managing the various organizations that interact with your environmental services company. Columns like Name, Domain, and Headquarters location help keep track of key details, while the Contacts and Deals columns enable seamless integration with other CRM boards. This board helps HR specialists maintain a centralized view of company profiles, the number of employees, and industry-specific information, aiding in targeted recruitment efforts and partnership management.
Leads - The Leads board is designed to streamline the process of tracking potential candidates and clients. With columns for Name, Status, and contact details, HR specialists can easily manage lead interactions and maintain up-to-date records of communications. The Create a contact button facilitates quick addition of new contacts, ensuring that no opportunity is missed.
Contacts - The Contacts board serves as a hub for all individual connections within the environmental services industry. Columns such as Name, Email, Phone, and Company provide comprehensive contact information, while the Deals value and Priority columns help HR specialists prioritize interactions and follow-ups. The Comments section allows for detailed notes on each contact, ensuring personalized communication.
Deals - The Deals board is crucial for tracking the progress of various transactions and negotiations. Columns like Stage, Owner, and Deal Value provide a clear overview of each deal's status and financial impact. HR specialists can monitor the expected close date and close probability to forecast revenue and allocate resources effectively. Integration with Contacts and Accounts ensures a holistic view of deal dynamics.
Job Applications - The Job Applications board streamlines the recruitment process by organizing applicant information, application dates, and statuses. Columns such as Position, Applicant Name, and Resume file make it easy for HR specialists to review and manage applications efficiently. The Interviewer column ensures accountability and coordination during the interview process.
Training Sessions - The Training Sessions board helps HR specialists manage employee development programs. Columns like Name, Description, Trainer, and Date provide essential details about each session, while the Duration and Location columns ensure logistical planning. The Status column allows HR specialists to track the progress and completion of each training session, enhancing workforce skill development.

Dashboards & Reports

Annual Target - Helps HR specialists in environmental services track the annual hiring goals and the number of positions filled, ensuring alignment with organizational growth and sustainability targets.
Monthly Target - Allows HR specialists to monitor monthly recruitment targets, helping them adjust strategies to meet hiring needs in response to cyclical environmental project demands.
Average Deal Value - While typically used for sales, HR specialists can leverage this to understand the average cost per hire, optimizing budget allocation for recruitment campaigns.
Active deals - Forecasted Revenue - Useful for HR to forecast the budget available for recruitment based on active projects, aiding in workforce planning and resource allocation.
Deal status distribution - Provides insights into the current status of recruitment efforts, highlighting bottlenecks or stages where candidates often drop off, enabling process improvements.
Actual Revenue by Month (Deals won) - Helps track the monthly budget for hiring based on revenues from completed projects, ensuring timely recruitment aligned with financial health.
Pipeline conversion - Assists HR in understanding the effectiveness of their recruitment pipeline, identifying conversion rates from application to hire, and improving recruitment strategies.
Activity tracker - Enables HR specialists to monitor recruitment activities, ensuring timely follow-ups and maintaining engagement with candidates throughout the hiring process.
Forecasted Revenue by month - Aids in predicting the budget for recruitment based on projected revenues, allowing for proactive hiring planning.
Forecasted Revenue by Stage - Helps HR specialists understand the financial impact of various project stages on recruitment budgets, optimizing hiring timelines.
Deals Stages by Rep - Can be adapted for HR to track the progress of recruitment stages managed by different team members, ensuring accountability and efficient team performance.
Deal Progress based on Month Added - Enables HR to monitor the progress of recruitment efforts initiated each month, ensuring alignment with organizational hiring goals and timely completion.

Automations

When new email arrives → Notify item subscribers with a message - Ensures HR specialists are immediately informed of new candidate applications or inquiries, speeding up response times and enhancing candidate experience.
When an email is opened → Notify item subscribers with a message - Alerts HR when candidates engage with communication, allowing for timely follow-ups and maintaining engagement throughout the recruitment process.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new candidates to the database, ensuring that HR specialists have organized and accessible candidate information.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new candidate applications as 'New Lead', simplifying the tracking and management of incoming applications.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps HR specialists informed of the most recent candidate interactions, ensuring timely follow-ups and maintaining strong candidate relationships.

Frequently asked questions

How can this template help manage employee certifications and training in environmental services?

This template allows you to track and manage employee certifications, schedule compliance training sessions, and ensure all staff meet industry regulations, simplifying the oversight process.

Can I use this CRM to streamline onboarding processes for new hires in environmental services?

Yes, the template includes dedicated boards for managing onboarding tasks, documentation, and orientation schedules, ensuring new hires are efficiently integrated into your organization.

How does this CRM help with compliance management in the environmental services industry?

The template provides tools to monitor and document compliance with industry standards and regulations, track employee training, and maintain up-to-date records for audits.

How can I use this template to manage workforce scheduling and deployment in environmental services?

The CRM template includes features for creating and managing workforce schedules, assigning tasks, and tracking employee availability, ensuring effective deployment of resources.

What tools does this template provide for tracking employee performance and feedback in environmental services?

You can utilize the performance tracking and feedback boards to set goals, monitor progress, and gather feedback, helping to support continuous improvement and employee development.

How can this CRM assist in managing employee benefits and compensation in environmental services?

The template includes customizable boards to track employee benefits, compensation packages, and manage payroll information, helping you maintain accurate and up-to-date records.

Is it possible to customize this CRM template to meet specific HR needs in the environmental services industry?

Absolutely, the template is fully customizable, allowing you to tailor boards, columns, and workflows to meet the unique HR requirements of your environmental services organization.

Related templates

Wholesale Operations Management CRM Template

By Monday CRM

Wholesale Finance Management CRM Template

By Monday CRM

Waste Management CRM Template for for Account Executives

By Monday CRM