How to Use ClickUp for HR Workflows

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How to Use ClickUp to Replace BambooHR Workflows

If you are switching from BambooHR-style tools, you can use ClickUp to centralize recruiting, onboarding, performance reviews, and employee requests in one organized workspace.

This step-by-step guide walks you through building HR processes inspired by the alternatives and features discussed in the BambooHR alternatives overview, and shows how to translate them into practical setups inside ClickUp.

1. Plan Your HR Workspace in ClickUp

Before adding tasks, you need a clear structure that reflects how your HR team works across the employee lifecycle.

1.1 Create an HR Space in ClickUp

  1. Log in to your workspace.
  2. Click the sidebar and choose to add a new Space.
  3. Name it something like Human Resources or People Operations.
  4. Pick a color and icon that your team will recognize.
  5. Enable key ClickUp features you expect to use, such as tasks, docs, custom fields, and forms.

This HR Space will eventually cover recruiting, onboarding, time-off requests, engagement, and performance management.

1.2 Map Your HR Processes

Use the same analysis you would when comparing BambooHR alternatives:

  • Talent acquisition and applicant tracking
  • Employee onboarding and offboarding
  • Time-off and HR ticket management
  • Performance reviews and goals
  • HR documentation and compliance

Turn each of these into separate Folders in your ClickUp HR Space so your team can navigate your processes quickly.

2. Build an Applicant Tracking System in ClickUp

Many BambooHR alternatives highlight ATS capabilities. You can recreate that pipeline directly in ClickUp to keep hiring organized.

2.1 Set Up a Recruiting Folder and Lists

  1. In your HR Space, create a Folder named Recruiting.
  2. Inside the Folder, create Lists such as Open Roles, Hiring Pipeline, and Talent Pool.
  3. Use the Board view for the Hiring Pipeline List to visualize stages.

Add columns that mirror common ATS stages used in BambooHR-style tools:

  • New application
  • Phone screen
  • Hiring manager review
  • Technical or skills interview
  • Final interview
  • Offer extended
  • Hired / Not a fit

2.2 Create Candidate Tasks with Custom Fields

Each candidate becomes a task in your ClickUp pipeline.

  1. Click New Task in the Hiring Pipeline List.
  2. Use the candidate’s name as the task title.
  3. Add custom fields such as:
  • Role applied for
  • Source (job board, referral, agency)
  • Salary range
  • Location / time zone
  • Interview date
  • Decision status

Attach resumes, portfolios, and assessments directly to the task so your team has a single source of truth.

2.3 Standardize Interview and Evaluation Workflows

To make your hiring consistent:

  • Create ClickUp task templates for each interview type with pre-filled checklists.
  • Include sections for competencies, culture fit, and notes.
  • Assign interviewers and due dates from the candidate task.

This helps you mirror structured evaluation processes used in many BambooHR alternatives without needing separate ATS software.

3. Design Employee Onboarding in ClickUp

BambooHR alternatives often emphasize smooth onboarding. You can treat onboarding as a repeatable project in ClickUp.

3.1 Create an Onboarding Folder and Templates

  1. In your HR Space, add a Folder called Onboarding.
  2. Create Lists such as New Hires, Pre-Start Tasks, and Department-Specific Onboarding.
  3. Build a master onboarding task template that covers every step a new employee must complete.

Include checklists for:

  • Paperwork and compliance
  • Account and device setup
  • Orientation meetings
  • Training modules
  • First-week and first-month milestones

3.2 Automate Onboarding with ClickUp Features

To streamline recurring work:

  • Use task templates whenever a new hire signs an offer.
  • Assign subtasks to IT, managers, and HR coordinators.
  • Set dependencies so training tasks unlock after earlier steps complete.
  • Use due dates and reminders to prevent missed milestones.

This approach delivers a structured onboarding experience that rivals dedicated HR tools while staying fully inside ClickUp.

4. Manage Time-Off and HR Requests in ClickUp

Even if you rely on another system for payroll, you can still manage requests and communication workflows with ClickUp.

4.1 Create an HR Requests List

  1. Add a Folder named HR Service Desk or People Support.
  2. Create a List for Time-Off & Leaves and another for general HR tickets.
  3. Set statuses such as Submitted, In Review, Approved, and Closed.

Each employee request becomes a task, with custom fields for request type, dates, and priority.

4.2 Use Forms to Capture Requests

ClickUp Forms are a practical alternative to internal BambooHR request forms.

  • Create a Form view on your HR Requests List.
  • Add fields for employee name, type of leave, dates, and manager.
  • Share the Form link with staff or Embed it in your intranet.

Form submissions automatically generate tasks in your List, ensuring every request is tracked through resolution.

5. Run Performance and Engagement Programs in ClickUp

Instead of separate review tools, you can store performance cycles and engagement projects directly in ClickUp.

5.1 Set Up a Performance Management Folder

  1. Create a Folder called Performance & Growth.
  2. Add Lists for Quarterly Reviews, Goals & OKRs, and Feedback.
  3. Turn each review cycle into tasks, one per employee, using templates.

Use subtasks to manage self-reviews, manager reviews, peer feedback, and calibration meetings.

5.2 Track Goals and Projects Together

To connect people data with outcomes:

  • Create goals and key results that link to active tasks and projects.
  • Use custom fields to track progress, scores, or rating scales.
  • Align engagement projects with goals so HR can show impact.

This keeps your performance process transparent, measurable, and accessible without leaving ClickUp.

6. Document HR Policies and Processes in ClickUp

Strong HR tools also centralize documentation. You can publish your company handbook and SOPs using ClickUp Docs.

6.1 Build an HR Knowledge Base

  1. In your HR Space, open the Docs area.
  2. Create top-level Docs for Handbook, Policies, and Manager Guides.
  3. Organize sections with clear headings and internal links.

Link relevant Docs directly from tasks so employees can quickly locate policies while working in your HR workflows.

7. Optimize Your HR Setup in ClickUp

Once your initial system is live, review it regularly to keep it efficient.

7.1 Analyze Workload and Bottlenecks

Use reporting and views to understand how your HR team operates:

  • Track open recruiting tasks by role and stage.
  • Measure onboarding completion times.
  • Monitor response times for HR tickets.

These insights will help you refine processes that were previously managed in BambooHR-style platforms.

7.2 Get Expert Help If Needed

If you want advanced automation, integrations, or detailed process design, you can work with a specialist consultancy like Consultevo to optimize your ClickUp setup for HR and operations.

8. Move Confidently from BambooHR Alternatives to ClickUp

By configuring your Space, Folders, Lists, templates, and Docs, you can recreate many workflows you see in BambooHR alternatives directly inside ClickUp while keeping your HR data aligned with projects and company goals.

Follow these steps, iterate based on feedback, and continue refining your HR workspace so your people operations stay organized, transparent, and scalable.

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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