HR & Recruiting template

Hiring, onboarding and reviews

Move open roles from sourcing to hired, give every new joiner an onboarding plan, and keep reviews and training on schedule.

Pick this template when you create your first project. Free for up to 3 users.

A Slateo board from the HR & Recruiting template: open roles moving through Sourcing, Interviewing, Offer and Hired, with workstreams for onboarding, performance reviews and training.

What is in the HR & Recruiting template?

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The HR & Recruiting template creates a project with 4 workstreams: Hiring, Employee Onboarding, Performance Reviews and Training. Each workstream has its own stages: Hiring, for example, runs Sourcing → Interviewing → Offer → Hired. Built for hr and recruiting teams, and every stage can be renamed, removed or given rules once you're in.

Make it yours

Change any stage once you are in

Rename a stage, add a new one, or change its type. Add entry conditions, like a due date before review, and require an approval before work moves into a stage.

Set up stages, rules and approvals →
Edit Stage in Slateo: stage name, stage type, two entry conditions and required approvers.

Views

See every workstream your way

Work on one workstream at a time on the board, or switch to List view to see them all, grouped by workstream, assignee or stage. Calendar view shows what is due when.

Task management →
List view of a Slateo project grouped by the Design, Development, QA and Launch workstreams.

Workstreams and stages

  • Hiring

    Sourcing → Interviewing → Offer → Hired. Closed as Rejected.

  • Employee Onboarding

    Not Started → In Progress → Completed. Closed as Cancelled.

  • Performance Reviews

    Scheduled → In Progress → Submitted → Completed. Closed as Cancelled.

  • Training

    Planned → In Progress → Completed. Closed as Cancelled.

Questions

How do I use the HR & Recruiting template?

Sign up for Slateo and, when it offers to create your first project, choose HR & Recruiting. The project opens with the Hiring, Employee Onboarding, Performance Reviews and Training workstreams and their stages.

Can I use it for a later project?

Not yet. Templates are offered for your first project. For later projects, start blank or describe your work and Slateo suggests workstreams and stages for you.

Can I change the stages?

Yes. Everything the template creates is an ordinary Slateo workstream and stage. Rename, add or remove them, and add rules or approvals.

Is the template free?

Yes. Every template is available on every plan, including Free.

Start with the HR & Recruiting template.

Free for up to 3 users. No credit card required.