About this template

Petroleum HR Management CRM Template simplifies hiring, certifications, and compliance. Automations track renewals and dashboards keep workforce readiness visible to managers.

What’s included

Boards

Accounts - The Accounts board allows HR specialists in the petroleum industry to manage and organize company profiles, track essential details like the number of employees, headquarters location, and industry type. It integrates contact information and deals data, providing a comprehensive view of each account and facilitating better relationship management.
Leads - The Leads board helps HR specialists track and manage potential candidates or business leads. With columns for contact details, status updates, and last interaction dates, it ensures that no lead is overlooked and that follow-ups are timely, thereby enhancing recruitment and business development efforts.
Contacts - The Contacts board centralizes all contact information, making it easy to manage and retrieve details about employees, candidates, and business partners. It includes columns for priority status and comments, which help HR specialists prioritize and document interactions effectively, ensuring smooth communication and relationship management.
Deals - The Deals board is crucial for tracking ongoing negotiations and closed deals. It includes details about deal value, expected close dates, and close probability, helping HR specialists forecast recruitment budgets and resource allocations accurately. The integration with contacts and accounts ensures that all related information is easily accessible.
Job Applications - The Job Applications board streamlines the recruitment process by tracking the status of job applications, interview notes, and resume submissions. This board helps HR specialists efficiently manage the hiring pipeline, ensuring timely follow-ups and organized candidate assessments.
Candidates - The Candidates board provides a detailed view of each candidate, including their current employment, years of experience, skills, and status in the recruitment process. This board helps HR specialists keep track of candidate progress and match them with suitable positions, improving the overall efficiency of the hiring process.

Dashboards & Reports

Annual Target - Helps HR specialists in the petroleum industry track annual hiring targets against actual recruitment numbers, ensuring alignment with organizational goals and workforce planning.
Monthly Target - Assists in monitoring monthly recruitment and training targets, enabling timely adjustments to HR strategies to meet staffing needs and improve employee readiness.
Average Deal Value - Though primarily for sales, this can be adapted to track the average cost of hiring or training programs, providing insights into budget management and ROI on HR initiatives.
Active deals - Forecasted Revenue - Useful for forecasting the future workforce size based on active recruitment pipelines, helping HR plan for onboarding and training resources.
Deal status distribution - Visualizes the distribution of candidates across different stages of the hiring process, allowing HR to identify bottlenecks and streamline recruitment workflows.
Actual Revenue by Month (Deals won) - Tracks the monthly recruitment success rates, offering insights into seasonal hiring trends and effectiveness of recruitment campaigns.
Pipeline conversion - Measures the conversion rates of job applicants from one stage to another in the hiring pipeline, highlighting efficiency and areas for improvement in the recruitment process.
Activity tracker - Monitors HR activities such as interviews conducted, offers extended, and training sessions held, ensuring that HR teams stay on track with their responsibilities.
Forecasted Revenue by month - Projects future hiring needs and associated costs, aiding in budget planning and resource allocation for HR departments.
Forecasted Revenue by Stage - Provides a detailed view of the recruitment pipeline, forecasting the number of hires at different stages, which helps in proactive workforce planning.
Deals Stages by Rep - Tracks the performance of individual HR team members in managing their recruitment tasks, facilitating performance reviews and identifying training needs.
Deal Progress based on Month Added - Evaluates the progression of recruitment efforts over time, helping HR specialists identify trends and adjust strategies to improve recruitment timelines.

Automations

When new email arrives → Notify item subscribers with a message - Ensures HR team members are promptly informed about new candidate applications or important communications, improving responsiveness.
When an email is opened → Notify item subscribers with a message - Alerts HR specialists when a candidate opens a recruitment email, allowing them to follow up promptly and keep the recruitment process moving smoothly.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new candidates to the contact database, ensuring that all candidate information is organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new candidates as 'New Lead,' helping HR teams quickly identify and prioritize new applicants in the recruitment pipeline.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps track of the most recent interactions with candidates, ensuring that HR specialists have up-to-date information for follow-ups and engagement.

Frequently asked questions

How can this CRM template help me manage employee records in the petroleum industry?

This template allows you to store and organize comprehensive employee records, including personal details, job assignments, and performance evaluations, ensuring accurate and accessible HR data management.

How does this CRM template assist with tracking compliance certifications for petroleum workers?

The template includes columns for certification tracking, expiration dates, and renewal reminders, helping HR specialists maintain compliance with industry regulations and ensure all employees are properly certified.

Can this CRM template streamline recruitment for both field and office positions in the petroleum sector?

Yes, this template provides tools to manage job postings, applications, interview schedules, and candidate evaluations, making the recruitment process more efficient for various roles within the petroleum industry.

How can this CRM template help with onboarding new employees in the petroleum industry?

The template includes onboarding checklists, training schedules, and orientation tracking to ensure new hires are properly integrated into the company with all necessary documentation and training completed.

How does this CRM template facilitate performance management for petroleum industry employees?

This template offers performance tracking columns, goal setting, and review schedules, allowing HR specialists to monitor and evaluate employee performance effectively and provide timely feedback.

Can this CRM template help manage workforce scheduling and shift assignments in the petroleum sector?

Yes, the template includes scheduling features to organize shifts, track availability, and assign tasks, ensuring optimal workforce management and coverage for both field and office positions.

How can this CRM template support HR specialists in managing employee benefits and compensation in the petroleum industry?

The template provides tools to track benefits enrollment, manage compensation packages, and monitor changes, helping HR specialists administer employee benefits and compensation efficiently.

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