So, your business is growing and you need to hire new talent. That’s awesome! But then comes the hard part: hiring and onboarding.
Proper training and a seamless onboarding experience is critical if you want new team members to succeed in their roles. But if your business isn’t all that organized – or you don’t have a process in place – everything is that much more difficult and time-consuming.
But with two of our favorite systems (you guessed it, HoneyBook and ClickUp), you can hire, onboard, and manage new team members super easily. And we’re showing you exactly how in our newest video below!
P.S. – We’ll also give you a glimpse at our brand-new ClickUp template!
Can’t watch the video now? No problem! Here’s the reader-friendly version.
If you have multiple team members assigned to different project types, HoneyBook is an incredible tool to use. (We even prefer it over other CRMs like Dubsado.) Everyone from sales managers and project managers to creatives and contractors can stay on track inside HoneyBook – even when you have multiple different projects and pipelines happening at the same time.
Using the ‘TEAM’ feature inside HoneyBook, you can also do things like:
We always praise ClickUp as the go-to project management system for businesses. But did you know it can also help you with the entire hiring and onboarding process?
It’s through an awesome function that lets you create a job description and application form that funnels into a database. From there, you can create a workflow that manages all the applications, interview notes and questions, and applicant details. As you start to make decisions, you can assign other team members to review applicants and keep track of who to move through the pipeline with statuses like:
But the fun (yes, fun!) doesn’t stop there. Once you hire new team members, you can continue using ClickUp to create an entire onboarding workflow that includes:
Why is all of this important? For so many reasons! It helps you flesh out an onboarding process, it saves you the time, energy, and stress it takes to train a new employee, and – most importantly – it gives new team members everything they need to succeed in your business!
As you continue to grow your business and team, you can manage everyone right inside of ClickUp with a Team Resources Dashboard!
Are you ready to streamline your entire hiring and onboarding process? We have a brand-new ClickUp template for that! So, all those features and workflows we mentioned before – they’re already created for you in our Hiring + Onboarding Template! Exciting, right?!
Want this template and all of our other ClickUp and HoneyBook templates? Join our Systems School membership! We have two courses and a massive library of templates that can help you manage all aspects of your business! Your Systems School membership also scores you:
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