Your HR department most likely wears a lot of different hats. There are countless things to juggle, from employee recruitment to onboarding to internal communications and so much more.
It’s a lot to keep track of, so to avoid crucial tasks falling through the cracks, you need your small business CRM and automation software to take some of the pressure off. Below we break down some of the most important HR tasks and how Keap’s CRM system can help take care of them.
Check out the list and then head over to your app to start implementing the tips today for a streamlined, low-stress, efficient HR process from start to finish.
The hiring process
Finding good talent is a time-consuming, tedious task. Not only do you have to sift through applications but you also need to monitor forms, reach out, set up interviews and so much more. Rather than spend hours doing manual work and possibly making mistakes along the way, put your CRM system and automation to work.
You can use the robust system to:
build branded application forms
set up automated follow-ups to respond to every applicant
automate updates about application status and the interview process
send interview invitations with custom booking links, such as Calendly
deliver interview reminders
and more
If it’s a part of your hiring process, chances are automation and your CRM system can help you get it done more efficiently and accurately.
Onboarding
Once a hire is made (with the help of your CRM, of course), you can also use your system to onboard your new team member!
Keap’s small business CRM and automation platform is the perfect tool to help you build out and execute a solid onboarding strategy, equipped with everything employees need to learn your business, get set up in your system, learn about benefits, and jump into work.
For example, our CRM system can tag contacts in your database once they’ve been hired. Once tagged, automation can deliver a whole schedule of onboarding materials, such as welcome emails, training invites, company policies, internal forms, reminders about onboarding tasks, and more.
Employee internal engagement
Hiring and onboarding only make up part of your HR duties. So much of your tasks also include engaging with current employees.
Whether you have HR housekeeping items to take care of or just want to engage and appreciate your team, Keap can help. Save time by setting up a few of the following campaigns:
Employee appreciation: Keeping track of your staff is hard work, especially as your business grows and your team expands. To alleviate the pressure and still delight your employees, use your CRM to monitor important staff milestones. This could be birthdays, work anniversaries, accomplishments and anything else worth celebrating! After you know what you want to celebrate, use Keap AI to help you write the perfect message and automate it so you never miss an opportunity to appreciate your employees.
Performance tracking and feedback: Foster a culture of continuous improvement by automating your tracking and feedback tasks. This involves creating automated reminders for performance reviews and goal-setting tasks, tracking employee achievements in your CRM, and using the software to deliver tailored feedback notifications based on specific roles.
Logistical reminders: Whether it’s periodical trainings, forms that need updating, benefits announcements, or any other important logistical updates, you can automate those reminders with Keap. That means you can nearly eliminate manual emailing and texting. Instead, you can use your CRM to create audience segments for different staff groups and automate their specific reminders accordingly.
Resources to help along the way
As you dive into your Keap automation and CRM system to conquer HR tasks and save time, you might want some additional tips. We’ve got you covered. You can make use of the following resources to level up in every area of your business:
