Hiring and Onboarding Employees with ClickUp

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In this Free Guided Project, you will:

Create an HR workspace and folders.

Create custom fields and add actions using keyboard shortcuts.

Create document templates and track and estimate times.

Showcase this hands-on experience in an interview

2 hours
Intermediate
No download needed
Split-screen video
English
Desktop only

In this project we will create an employee hiring and onboarding process using ClickUp. ClickUp is a free, cloud based program that helps to improve both your productivity and your budget. ClickUp helps both individuals and groups improve their work performance and productivity by consolidating tasks, documents, goals, and communication into one, all inclusive platform. In this project, we will learn how to create and organize a ClickUp workspace to best meet our hiring and onboarding needs. We will also learn how to create templates to simplify and streamline work and how to better track and manage time spent on tasks. So, whether you’re assigning tasks, scheduling training, or working applicants through the applicant tracking system, ClickUp can help you manage it all!

Requirements

This is an intermediate course which builds off of the foundational elements of the course Introduction to Project Management with ClickUp.

Skills you will develop

  • Human Resources Management

  • Training

  • Hiring

  • Time management

  • Onboarding

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Create a Workspace

  2. Create Folders and Add Action Items

  3. Add Custom Fields

  4. Create a Document Template

  5. Manage Time and Reviewer Fields

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

Instructor

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Frequently Asked Questions

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.