Marketing operations

Systems + tech

Business operations

Team operations

Client operations


I help service-based professionals and creative agencies build scalable backend operations that support growth and sustainability in business using ClickUp as the operational base.

Hi, I'm Jena

Are you ready to supercharge your hiring and onboarding process within ClickUp?

Well, you’re in luck because today, we’re going to explore five essential tips to help you build a robust hiring and onboarding database right inside your ClickUp workspace. Let’s jump right in!

Tip 1: Custom Fields

So, where do we start? Custom fields! These are the building blocks of your hiring and onboarding database. Custom fields allow you to add unique information to task cards in your workspace. Think of them as the customizable fields you need for your hiring and onboarding process. Whether it’s resumes, contact information, or specific details, ClickUp offers various options like email fields, phone number fields, drop-down menus, and more. Customize them to fit your needs and make the process your own.

Tip 2: Create an Application Form

Now that you’ve set up your custom fields, it’s time to develop the application form. This form is for potential candidates interested in the position. You can send them a URL link to a ClickUp form where they can fill out their information. The beauty of this step is that it seamlessly integrates with the custom fields you’ve already created, making data collection a breeze. This application form is a game-changer for streamlining your hiring and onboarding system.

Tip 3: Workflow

Workflow matters! As soon as an applicant enters your system via the application form, you want to guide them through a defined workflow. This workflow should cover all the necessary steps from initial screening to the final decision—whether it’s “not a good fit” or “hired.” Each stage in the workflow should trigger different templates automatically.

Tip 4: Templates

Templates are your secret weapon. They can be incredibly helpful at different stages of the hiring process. For example, during the first interview, you might have a set of questions you always ask. Create templates that apply these questions to the task card description as soon as the candidate reaches the interview stage. This automation saves you time and ensures consistency in your process.

Tip 5: Visualize with a Table View

Finally, let’s talk about visualization. You’ve collected a wealth of information from your applicants, and you need an organized way to view it all. That’s where the table view comes in. This view condenses all the data into an easily digestible format. You can see applicant statuses, custom fields like interview dates, member types, contact details, and more. Customize it to your liking, but this table view is an excellent starting point.

Supercharge Your Hiring and Onboarding Process Today

Creating a robust hiring and onboarding system within ClickUp is all about customization, automation, and organization. Start by setting up your custom fields, then create an application form, establish a workflow, leverage templates, and visualize your data in a table view.

I hope you found these tips helpful on your journey to streamline your hiring and onboarding process in ClickUp. Don’t forget to share this with your HR department and let them in on the productivity boost that awaits! Happy hiring and onboarding!

5 Tips for Creating a Team Hiring & Onboarding Database in ClickUp


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