About this template

Food & Beverage 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 - This board helps HR specialists manage and organize detailed information about different food & beverage companies, including contact details, industry specifics, company size, headquarters location, and a comprehensive company profile. It ensures seamless tracking and management of business relationships and potential partnerships.
Leads - The Leads board allows HR specialists to track and manage potential candidates and partners by maintaining their contact information, status, and details of the last interaction. This helps streamline the recruitment process and ensures timely follow-up with promising leads.
Contacts - This board is designed to store and manage all contact information for employees, partners, and other stakeholders. It includes details such as email, phone number, job title, priority status, and company affiliation, ensuring all relevant information is easily accessible and organized.
Deals - The Deals board assists HR specialists in tracking and managing various deals and partnerships with food & beverage companies. It includes important details such as the stage of the deal, deal value, expected close date, and close probability, enabling a clear overview of ongoing negotiations and forecasts.
Job Applications - This board streamlines the recruitment process by organizing job applications, interview schedules, candidate information, resumes, and status updates. It helps HR specialists effectively manage the hiring process and ensures all candidate information is readily available.
Employee Onboarding - The Employee Onboarding board is essential for managing new hires, tracking their onboarding progress, and assigning mentors. It includes details such as the employee's position, department, start date, and onboarding status, facilitating a smooth and efficient onboarding experience for new employees.

Dashboards & Reports

Annual Target - This dashboard allows HR specialists in the food & beverage industry to monitor yearly hiring and training targets. By tracking annual goals, HR can ensure that staffing levels are consistent with seasonal demand and business growth.
Monthly Target - This dashboard helps HR specialists track monthly recruitment and onboarding goals. It ensures that the team meets its immediate staffing needs, which is critical in an industry with high turnover rates.
Average Deal Value - While not directly related to HR, this dashboard can provide insights into the financial health of the company, allowing HR to align hiring strategies with business performance.
Active deals - Forecasted Revenue - Understanding forecasted revenue helps HR plan for future hiring, ensuring that the workforce can support projected business growth.
Deal status distribution - This dashboard can reveal trends in deal progression, allowing HR to anticipate staffing needs based on sales pipeline activity.
Actual Revenue by Month (Deals won) - Tracking actual revenue helps HR specialists align their recruitment and training efforts with the company's financial performance.
Pipeline conversion - Understanding conversion rates can help HR specialists in planning for adequate staffing levels in sales and support roles, ensuring that the workforce can handle increased business activity.
Activity tracker - This dashboard helps HR specialists monitor employee engagement and productivity, which is crucial for maintaining a motivated workforce in the fast-paced food & beverage industry.
Forecasted Revenue by month - By tracking forecasted revenue, HR specialists can plan for workforce expansion or contraction, ensuring that staffing levels align with business prospects.
Forecasted Revenue by Stage - This dashboard helps HR anticipate hiring needs based on the stages of the sales pipeline, ensuring that the workforce can support upcoming business activities.
Deals Stages by Rep - Understanding which sales reps are closing deals allows HR to identify and reward top performers, and to tailor training programs to improve overall sales effectiveness.
Deal Progress based on Month Added - This dashboard helps HR specialists track the progression of deals over time, providing insights into seasonal hiring needs and workforce planning.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that HR specialists are immediately informed of new communications, helping to streamline candidate communication and improve response times.
When an email is opened → Notify item subscribers with a message - By notifying HR when candidates open emails, this automation allows HR specialists to follow up at the right time, improving engagement and recruitment effectiveness.
When 'Create a contact' is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new candidates to the CRM, ensuring that all potential hires are tracked and managed efficiently.
When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads helps HR specialists manage their candidate pipeline more effectively, ensuring that no potential hires are overlooked.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the 'Last interaction' date updated ensures that HR specialists have accurate records of candidate communications, helping to maintain strong relationships and improve recruitment outcomes.

Frequently asked questions

How can this template help me manage employee onboarding in the food and beverage industry?

This template includes dedicated boards for tracking new hires, required certifications, and orientation schedules. You can ensure all onboarding steps are completed and compliance requirements are met.

Can I use this CRM template to schedule shifts and track attendance in my restaurant?

Yes, the template features scheduling boards that allow you to assign shifts, monitor attendance, and manage time-off requests, making it ideal for the dynamic environment of the food and beverage industry.

How does this template assist with employee training and development?

This template includes modules for tracking training programs, certifications, and employee progress. You can schedule training sessions, monitor completion rates, and ensure staff qualifications are up to date.

What features does this template offer for payroll management in the food and beverage sector?

The template integrates payroll management tools to track work hours, overtime, and calculate wages. It helps ensure accurate and timely payroll processing while maintaining compliance with industry standards.

How can I track employee performance and feedback using this CRM template?

The template provides performance tracking boards where you can set goals, monitor achievements, and collect feedback. This helps in conducting regular performance reviews and fostering employee development.

Is it possible to manage employee benefits and compliance requirements with this template?

Yes, the template includes features to manage employee benefits, such as health insurance and retirement plans, and helps ensure compliance with food and beverage industry regulations.

How does this template help with staff engagement and retention in the food and beverage industry?

The template includes tools for conducting employee surveys, tracking engagement metrics, and implementing retention strategies. It helps create a positive work environment and reduces turnover.

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