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HR Playbook Example

What does human resource management mean to you?

If you want your company to prosper, you must invest in competent workers. Create a clear job description to guarantee that you recruit the correct individual. This can help you determine the abilities needed for each position and attract the best individuals.

The practice of ensuring a productive and successful workforce is known as human resource management. This process's purpose is to retain high-quality personnel and inspire them to accomplish their best job.

Begin by introducing yourself and your organization. After that, go beyond your organization's mission, values, perks, and policies to include things like:

- What does success look like for this organization?
- What is your cultural background?
- Who is on the team? (Include photographs and intriguing facts about each teammate.)

Even though writing the playbook takes some time, you'll have a fantastic ongoing resource once it's completed. It's useful to have resources on hand in case an employee runs into problems later on.

Disjointed onboarding may be harmful to your organization because it puts you at risk of forgetting key documentation or failing to provide new workers with the training and assistance they require to thrive in their roles.

By adopting a systematic onboarding process prior to each worker's first day, it is feasible to ensure that new recruits remain engaged after accepting an offer letter and begin contributing to the firm as soon as they join the team. It also increases team cohesion, which results in time and money savings as well as compliance.

Essential takeaways:

- make sure new recruits are ready for their first day on the job;
- provide an engaging and interactive experience;
- go through critical rules and procedures;
- obtain important compliance acknowledgements;
- use onboarding to establish corporate culture

Template Configuration


Tracup Template Center

Template Details

Customize the recruiting process by centralizing job postings, applicant information, and communication directly inside a single space!

Video for Instruction

For HR, especially recruitment HR, interview is the most important basic skill. But “interview“ does not means an “efficient interview“, let alone for a qualified and excellent HR.

The nature of recruitment is sale, and the spirit is attractive. The first impression of job seekers of the interview is the following: HR’ s manners and details, for good or ill, will greatly affect whether he will consider joining the company.


Which behaviors of HR in the interview can bring closer to the job seeker, reach effective communication, and strengthen his willingness to enter the job?

Before Interview

How to achieve 50% and above interview appointment visit rate?

Answer: uninterrupted designated telephone interviews.

For example, the interview time HR has with a candidate is 14:00 pm the next day, then make the first return call before work on the same day.

Here is an example:

“Hello, xxx. I am xxx from xxx company, xxx point to contact you xx.

Kindly reminder : We have an interview at tomorrow 2 pm about xx.

See you tomorrow!


This message seems to increase the workload of HR. But according to data statistics, 91% of interviewers on this return call experience is very good, feel that they are paid attention to, more comfortable. And Tracup can also help users write the job description with Tracup HR playbook.

Task Views

Below are the basic types of views with Tracup HR Playbook

List view Job View, Candidate View, Office Location
List view is a basic task view provided for every Space, Folder and List in Tracup .
Board View Job Board, Candidate Gallery, Office Location
Kanban is an agile methodology that focuses more on team communication, continuous improvement, and transparency. It involves using boards for effortless workflow management.
Gantt Chart Overview report, Task trend, Type Statistic by different version
Gantt chart is a horizontal bar chart used in project management to visually represent a project plan over time.

Customize Field Types

Below are the Customize Field types users will find!

Attachments Resume/CV, Picture
Put users files in attachment and Tracup will provide users cloud storage service.
Website Facebook, LinkedIn
Record URL of any website
Checklist Requirement for job position, country code, etc.
Number Age, Service length, etc.

Office Location in Custom Field

This is a space level template where users will be able to centralize all of their recruiting and applicant tracking processes.


The first list here is to track users’ offices here and write the job description. Users can record all of their global offices being able to quickly get insight into where they’re located.


When they’re open their employee count and who you can get in contact with regarding any questions about that office.


Job view in Custom Field

Continuing here, the second list that users see is your job openings list.


This will give users insight in all of the currently open job requirements within their company here. They’ll see details such as the department, the seniority specific skills that are required as well as postings to the LinkedIn page.


Candidate View in Custom Field

And lastly, here, the third list will give users insight into all of the current applicants for these jobs. This view also was talked in Tracup HR playbook series article before.


They’ll be able to see information such as their resume, their email, their LinkedIn profile, as well as where they stand in the hiring process.


Users also can quickly using the calendar view and attachment function, get insight into when all of these candidates are scheduled for the next round of their interview.

Tracup can make work plan arrangements, a table to complete all the time of work plan, individuals, teams, cross-departmental can be efficient coordination.


The above is the new method of a senior HR of recruitment work. And can be also summarized as “efficient interview“ action guide. And most important for work of HR is: put every detail into micro version, and design targets to each question and answer.

Other Info

Built in 2022-12-11 14:40:37

Scope of Project Manager

A project manager's role is one of the most critical in any project. Project managers are essential in the planning, execution, and management of a project's successful completion. As part of this job, a project manager must develop a project scope and timeline that describes the project's goals and objectives, allowing the team to keep focused on their assigned duties. A project manager template is one of the best tools for managing the scope of a project.

A Scope of Project Manager template is a document generated as part of the project planning process by the project manager. It includes a timeframe, objectives, and particular tasks that must be completed in order for the project to be completed effectively. Budget projections, major milestones, and any specific requirements are also included. The template's major objective is to ensure that all stakeholders understand the project's goals, timing, and budget.

Project Manager Scope templates can be used to assist set appropriate expectations for a project, keep it on track, and serve as a reference guide during project execution. By decreasing the need for ongoing communication and negotiation between the project manager and the stakeholders, this can help save time and energy. It also helps to guarantee that project activities are adequately documented and that deadlines are met.

When choosing a project manager template, it is critical to locate one that best meets the project's requirements. Some templates may include templates that focus on specific tasks and processes, while others may focus on larger objectives, depending on the project. It is critical to comprehend how each template is built, including what aims and objectives are incorporated and which methods are employed. The template should also be modified to the project's budget, timeframe, and goals.

Overall, a project manager template can be a helpful tool for project managers in managing the scope and timetable of a project. You can ensure that project expectations are clear and agreed upon, timetables are met, and the project is completed on time and within budget by establishing a template that works for your project.

This template offers project managers with a thorough guide for defining, planning, and managing any project, clearly spelling out the project's scope and objectives. Use it to ensure that you've covered all of the crucial topics and to increase the likelihood of success for any project. Explore the Tracup Template Center right away to find a variety of productivity-boosting templates!

Project Management Deliverables

Tracup's Project Management Deliverables Template is the solution to your project management woes. It is a customizable document that helps you identify, organize, and describe the outcomes, products, and deliverables of your project.

With Tracup's Deliverables Template, you can save time and effort by using a pre-designed framework that outlines your project's goals and expectations. The template also helps you stay on track by providing a clear overview of your project's progress and deliverables.

Key Features:
Tracup's Deliverables Template includes placeholder fields that you can fill in with your project's specific details. It also comes with professionally designed styles and layouts that make your project look polished and professional.

Who Should Use:
Tracup's Deliverables Template is perfect for anyone who manages projects, whether you're a small business owner, a freelancer, or a student. It's especially useful for those who struggle with project management or need to streamline their process.

Use Instruction:
1. Click the [Use Template] button to select the Template, then click the slash command [/] to wake up AI to help you write automatically.
2. Fill in the placeholder fields with your project's specific details, and customize the template to fit your needs.

Elevate your project management process with Tracup's Deliverables Template. Click the [Use Template] button now to get started.

#projectmanagement #deliverables #template #Tracup #productivity #efficiency #organization #streamline #customizable #professional

How To Create Efficiency In The Workplace

Should you always have a plan for the day or week? This allows you to manage your time more effectively and ensures you never miss out on anything.

And how often do you find yourself stuck at work because you don't have enough time to complete certain tasks? Perhaps you have too many things to do and don't know where to start. To stay on track, it's critical to prioritize your workload and create a checklist.

Everyone wants to improve their productivity and efficiency at work. It's an important part of achieving professional success, and it can also provide you with a sense of accomplishment when you achieve a goal. It is not always necessary to get more done faster. You can use a variety of strategies to increase your efficiency. Here's a template you can use to boost your own workplace efficiency.

1. Assess your current efficiency - Begin the process by assessing your current levels of efficiency. Examine what you're doing now and identify areas that could be improved. This will help you decide where to begin.

2. Establish specific, measurable goals - Now that you've assessed yourself, it's time to set goals. Make your objectives specific and measurable. This will hold you accountable and assist you in staying on track.

3. Divide your tasks - Dividing work into smaller chunks is a great way to increase efficiency. This allows you to focus on one thing at a time and truly dive into each individual task you need to complete.

4. Reduce distractions - While distractions are common in the workplace, there are some simple strategies you can use to reduce them. Turn off social media, turn off your phone, and avoid lengthy conversations with coworkers.

5. Understand when to take breaks - Taking breaks can improve your mental health and productivity. Schedule short breaks throughout the day and give yourself a few minutes away from your desk.

6. Prioritize simple tasks - Small tasks can quickly pile up and become overwhelming. Instead of letting these tasks pile up, prioritize them and complete them as quickly and efficiently as possible.

7. Automate processes - Automation is an excellent way to save time and increase efficiency. Invest in organizational tools and software that will allow you to automate simple processes.

8. Develop new skills - Set aside time each week to learn new skills. This will assist you in becoming more efficient in all aspects of your job.

9. Delegate responsibilities - Don't be afraid to delegate responsibilities to others. You can probably find someone who is better equipped to handle certain tasks, which will free up your time to focus on other things.

10. Track your progress - Finally, use the template to track your progress. This will give you the drive you need to keep improving your efficiency over time.

You can maximize your work efficiency and achieve your goals by following these steps. Implementing this template is the first step toward greater productivity and success.

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