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How to Streamline HR in ClickUp

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How to Streamline HR Workflows in ClickUp

ClickUp can centralize your HR workflows so your team can manage hiring, onboarding, performance, and employee requests in one workspace. This step-by-step guide shows you how to turn scattered HR tasks into a structured, automated process.

The steps below are based on the workflow ideas and examples described in the original HR workflow guide at this ClickUp blog post, adapted into a clear how-to format.

Step 1: Plan Your HR Processes in ClickUp

Before you build anything, map the HR processes you want to manage in ClickUp. Typical flows include:

  • Recruiting and applicant tracking
  • New-hire onboarding
  • Employee offboarding
  • Performance reviews and 1:1s
  • Training and development
  • HR requests, tickets, and documentation

Decide which workflows are highest priority and what information you must track for each (for example, role, status, dates, documents, and owners).

Step 2: Build an HR Space in ClickUp

Create an HR-focused structure in ClickUp so every workflow has a home.

  1. Create a new Space named, for example, “HR & People Ops”.

  2. Add folders for each core process, such as:

    • Recruiting
    • Onboarding
    • Offboarding
    • Performance Management
    • HR Requests
    • Policies & Documentation

  3. Set permissions to control access to sensitive data, such as compensation and performance records.

This structure lets your team manage HR from a single source of truth inside ClickUp.

Step 3: Create Recruiting Workflows in ClickUp

An organized recruiting workflow helps HR teams move candidates from application to offer without losing track.

Set up a ClickUp list for job openings

  1. Within the Recruiting folder, create a List named “Open Roles”.

  2. Add Custom Fields for key recruiting data, for example:

    • Role type
    • Department
    • Hiring manager
    • Location
    • Salary range (if appropriate)
    • Priority level

  3. Use views (such as Board or Table view) to visualize roles by status or department.

Build an applicant tracking pipeline in ClickUp

  1. Create another List called “Candidates”.

  2. Set task statuses to match your pipeline, such as:

    • Applied
    • Screening
    • Interviewing
    • Offer
    • Hired
    • Not moving forward

  3. For each candidate, create a task and store:

    • Resume and portfolio files
    • Interview notes
    • Links to applications
    • Comments from interviewers

This turns ClickUp into a simple applicant tracking system that keeps everyone on the same page.

Step 4: Design ClickUp Onboarding Workflows

Onboarding is one of the most impactful HR processes. ClickUp makes it easier to standardize and repeat.

Create an onboarding template in ClickUp

  1. In the Onboarding folder, create a List named “New Hire Onboarding”.

  2. Build a task template or a task list template that includes all steps required for a new hire, such as:

    • Send offer letter and collect signatures
    • Collect personal details and tax forms
    • Set up accounts and equipment
    • Assign training modules
    • Schedule first-week meetings
    • Share employee handbook and policies

  3. Use assignees to route each step to the right owner (HR, IT, manager).

Automate onboarding in ClickUp

Use automation to reduce manual work:

  • Create an automation that, when a “Candidate” task moves to “Hired”, creates a new onboarding task from your template.
  • Set due dates automatically based on the start date you store in a Custom Field.
  • Trigger notifications so managers know when they have onboarding tasks to complete.

This ensures new hires get a consistent experience and nothing falls through the cracks.

Step 5: Manage Offboarding in ClickUp

Offboarding is just as important as onboarding. A structured offboarding workflow in ClickUp helps protect company assets and capture feedback.

  1. Create a List named “Offboarding”.

  2. Build a template that includes steps like:

    • Collect company assets
    • Revoke system access
    • Conduct exit interview
    • Process final paycheck
    • Update org chart and documentation

  3. Use checklists within tasks so HR can quickly see what is complete and what is outstanding.

Link offboarding tasks back to the employee’s main record using relationships or task links in ClickUp so all HR information stays connected.

Step 6: Track HR Requests and Tickets in ClickUp

HR teams handle a wide range of requests: benefits questions, policy clarifications, time-off corrections, and more. ClickUp can serve as a simple ticketing system.

Build an HR request portal in ClickUp

  1. Create a List called “HR Requests”.

  2. Add Custom Fields like:

    • Request type (benefits, payroll, policy, other)
    • Priority
    • Employee location
    • Due date or effective date

  3. Provide a simple form view so employees can submit requests that automatically create tasks in ClickUp.

Use statuses and views to see which tickets are open, pending, or resolved. Automations can route tickets to specific HR team members based on request type.

Step 7: Use ClickUp for Performance Management

Consistent performance workflows help managers and employees stay aligned.

Set up recurring performance reviews in ClickUp

  1. Create a folder for “Performance Management”.

  2. Add Lists for “Quarterly Reviews” and “1:1s”.

  3. Create recurring tasks for each employee or manager-employee pair, including sections for:

    • Goals and key results
    • Feedback notes
    • Action items
    • Follow-up dates

You can attach documents or review forms to tasks so all performance data is stored within ClickUp.

Step 8: Monitor HR Metrics and Reporting in ClickUp

Once your HR workflows live in ClickUp, you can track metrics directly from your workspace.

  • Use Dashboards to visualize:
  • Time-to-hire
  • Number of open roles
  • Onboarding completion status
  • Open HR tickets by type

Customize widgets to show counts, charts, and task lists filtered by status, assignee, or department. This helps HR leaders quickly see where processes are working and where they need improvement.

Step 9: Standardize and Improve Your HR Workflows

After you have your basic HR workflows running in ClickUp, continuously refine them.

  • Collect feedback from HR team members and hiring managers.
  • Update templates to remove unnecessary steps or add missing ones.
  • Refine automations based on how often they trigger and whether they reduce manual work.
  • Document your processes in a “Policies & Documentation” folder so everyone knows how to use the HR Space.

You can also work with workflow specialists, such as consultants at Consultevo, to optimize large or complex HR setups.

Putting ClickUp HR Workflows Into Action

By structuring your Space, building templates, and using automation, you can transform ClickUp into a practical HR workflow hub. Start with your most important process—often recruiting or onboarding—then expand into offboarding, performance, and request tracking.

As you iterate, review the original ideas from the source ClickUp HR workflow software article and adapt them to your organization’s needs. Over time, your HR team will spend less time chasing tasks and more time supporting people.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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