About this template

Event Planning HR Specialist 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 is integral for managing all client and company details in the event planning industry. HR specialists can use it to store and organize information about each account, including the number of employees, headquarters location, and industry type. This helps in understanding the client’s needs and tailoring events to their preferences. For instance, knowing the number of employees can assist in planning the scale of an event.
Leads Board - This board tracks potential clients and their status in the sales funnel. HR specialists can monitor the progress of each lead, ensuring timely follow-ups and interactions. The board also allows for the creation of new contacts directly from the lead, streamlining the process of converting leads into clients. The integration of email and phone columns ensures all communication details are readily available.
Contacts Board - Managing contacts is simplified with this board, which keeps all client information in one place. HR specialists can view associated accounts and deals, prioritize contacts based on type and priority status, and add comments for each contact. This centralization of information helps in maintaining strong client relationships and ensuring no detail is overlooked.
Deals Board - This board is essential for tracking the progress of deals with clients. HR specialists can monitor the stage of each deal, assign deal ownership, and manage financial aspects such as deal value and forecast value. By keeping track of expected close dates and last interactions, HR specialists can ensure that deals are progressing smoothly and deadlines are met.
Events Board - Event planning is made more efficient with this board, which tracks all details related to each event. HR specialists can manage event dates, locations, types, and statuses, as well as keep track of attendees and budgets. This comprehensive overview allows for better planning and execution of events, ensuring that all logistical details are handled and the event meets client expectations.

Dashboards & Reports

Annual Target - This dashboard helps HR specialists in event planning track the yearly recruitment goals against actuals, ensuring the team is on track to meet staffing needs for various events throughout the year.
Monthly Target - Provides a detailed view of monthly recruitment targets, allowing HR specialists to monitor short-term hiring goals and adjust strategies as needed to ensure events have the necessary support staff.
Average Deal Value - While typically used for sales, this metric can help HR specialists gauge the average cost per hire, providing insights into budgeting and spending efficiency for event staffing.
Active deals - Forecasted Revenue - This dashboard can be adapted to track active recruitment efforts and forecast the potential successful hires, helping HR specialists manage pipelines and anticipate future staffing levels.
Deal status distribution - Allows HR specialists to see the status of each hiring stage, from initial contact to onboarding, ensuring no candidates fall through the cracks and that all stages are progressing smoothly.
Actual Revenue by Month (Deals won) - Provides insights into monthly staffing costs versus budget, helping HR specialists track financial efficiency and make informed staffing decisions.
Pipeline conversion - Tracks the conversion rates of candidates through different hiring stages, offering valuable insights into the effectiveness of recruitment strategies and identifying areas for improvement.
Activity tracker - Monitors HR-related activities such as interviews, follow-ups, and onboarding tasks, ensuring all necessary steps are completed timely and efficiently.
Forecasted Revenue by month - Helps forecast monthly staffing costs, allowing HR specialists to manage budgets effectively and ensure funds are allocated appropriately for upcoming events.
Forecasted Revenue by Stage - Provides a detailed view of expected staffing costs at each stage of the hiring process, helping HR specialists manage financial planning and resource allocation.
Deals Stages by Rep - This dashboard can be used to track the performance of individual HR team members in terms of candidate progression through hiring stages, offering insights into team productivity and areas needing support.
Deal Progress based on Month Added - Tracks the progress of hiring efforts initiated in a particular month, helping HR specialists analyze the efficiency of recent recruitment drives and adjust strategies accordingly.

Automations

When new email arrives → Notify item subscribers with a message - Ensures HR specialists are immediately informed of new candidate communications, enabling prompt responses and streamlined recruitment processes.
When an email is opened → Notify item subscribers with a message - Keeps HR specialists updated on candidate engagement, allowing timely follow-ups and improved communication strategies.
When "Create a contact" is clicked → Move the item to the Contacts board - Automates the organization of new candidate information, ensuring all contacts are systematically managed and easily accessible for recruitment efforts.
When a lead is created → Set its status to "New Lead" - Automatically categorizes new candidates, providing clear visibility into the recruitment pipeline and ensuring new prospects are prioritized appropriately.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps track of the most recent interactions with candidates, ensuring HR specialists maintain up-to-date records and can manage follow-ups effectively.

Frequently asked questions

How can this CRM template help me manage recruitment for event staff?

This template provides tools to track job applications, schedule interviews, and manage candidate status, ensuring you efficiently recruit the right talent for each event.

Can this CRM help with onboarding new hires for events?

Yes, the template includes workflows to manage onboarding tasks such as document collection, training schedules, and compliance checks, making the process smooth and organized.

How does this CRM assist with employee scheduling for events?

The CRM allows you to create and manage staff schedules, assign shifts, and track availability, ensuring you have the right personnel at the right time for your events.

How can I use this template to ensure compliance with labor laws and regulations?

The template includes features to track employee certifications, work hours, and contract terms, helping you stay compliant with industry regulations and labor laws.

What tools does this CRM offer for tracking employee performance during events?

You can use the CRM to monitor employee performance metrics, gather feedback, and document any issues, which helps in evaluating staff and making data-driven decisions.

How does this template help with managing temporary and freelance event staff?

The CRM supports tracking of temporary and freelance staff, including contract details, payment schedules, and assignment histories, ensuring clear communication and management.

Can this CRM assist in coordinating staff for multiple events simultaneously?

Yes, the template allows you to manage staffing needs across multiple events, providing a centralized view to avoid scheduling conflicts and ensure optimal resource allocation.

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