This Action Items Template is designed to help recruiters and HR managers efficiently track and manage tasks across various functions. It ensures no critical follow-ups are missed, from interview stages to performance review action plans and onboarding processes, bringing clarity and accountability to your team's workflow.
Interview Follow-Up Actions
Jane Doe
Enter the full name of the candidate.Senior Software Engineer
Specify the exact job title the candidate interviewed for.Schedule second interview with hiring manager; Send technical assessment
Clearly list the specific task to be completed for this candidate.John Smith (Recruiter)
Identify the team member responsible for completing the action.YYYY-MM-DD (e.g., 2023-10-26)
Set a clear deadline for the action item's completion.Pending / In Progress / Completed / On Hold
Update the current state of the action item.Performance Review Action Plan
Michael Chen
Enter the name of the employee undergoing the performance review.Q3 2023 (July-Sept)
Indicate the specific period the performance review covers.Improve project management skills; Enhance public speaking
Identify the key area for employee development or improvement.Enroll in PMP certification course; Join Toastmasters club
Outline the specific steps the employee or manager needs to take.Company-sponsored course; Mentor pairing with Sarah Lee
List any resources or support provided to help achieve the action item.YYYY-MM-DD (e.g., 2024-03-15)
Specify the date by which the action item should be completed.Onboarding Task Management
Emily White
Enter the full name of the new employee.YYYY-MM-DD (e.g., 2023-11-06)
Record the official start date of the new hire.Set up IT equipment; Schedule HR orientation; Assign buddy mentor
List a specific task required for the new hire's onboarding.IT Department; HR; Sales Manager
Identify the department or individual responsible for the task.YYYY-MM-DD (e.g., 2023-11-03)
Indicate when the onboarding task was completed or is due.Laptop ordered; Orientation scheduled for 11/07; Buddy assigned
Add any relevant notes or update the task's current status.General HR Project Actions
Annual Benefits Enrollment; Employee Engagement Survey
State the name of the HR project.Draft communication plan; Vendor selection for survey platform
Describe the specific action needed for the project.Sarah Lee (HR Manager)
Assign the individual responsible for this project action.High / Medium / Low
Indicate the urgency of the action item.YYYY-MM-DD (e.g., 2023-12-01)
Set a firm deadline for the action item's completion.0% / 50% / Completed
Update the percentage of completion for the action item.How to Use This Template
- Open the Action Items Template in CraftNote and create a new note for each specific context (e.g., 'Candidate Follow-ups - Q4 2023', 'Employee Performance Reviews - Q3').
- Fill in the 'Interview Follow-Up Actions' section with details for candidates, ensuring all next steps are clearly defined and assigned.
- Utilize the 'Performance Review Action Plan' section to document development goals and actionable steps for employees after their reviews.
- Populate the 'Onboarding Task Management' section for each new hire, systematically tracking all necessary setup and integration tasks.
- Regularly review and update the 'Status' or 'Progress' fields across all sections to maintain an accurate overview of outstanding and completed tasks.
Customization Tips
- Add a 'Priority' field to any section (e.g., 'Onboarding Task Management') to quickly identify critical tasks that need immediate attention.
- Duplicate sections like 'Interview Follow-Up Actions' for different hiring pipelines (e.g., 'Tech Roles', 'Sales Roles') to keep specific candidate groups organized.
- Integrate a 'Feedback Loop' field within the 'Performance Review Action Plan' to schedule follow-up discussions and track progress on development goals.