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HR & people

The whole employee lifecycle — hire, onboard, review, pay, engage.

About this template

One home for people ops: the team directory with probation and leave, a hiring funnel, onboarding and training, 360° reviews, transparent bonuses tied to KPIs, and engagement surveys (eNPS) — the full path from candidate to committed teammate.

What's included

  • Team directory, time off and documents
  • Hiring funnel and interview calendar
  • Onboarding checklists and team training
  • 360° reviews, KPI-based bonuses and eNPS surveys

What Plank handles

The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.

  • Turnkey onboarding

    Runs the new-hire checklist: contract, e-labor records (5 days), access, equipment, mentor — and reminds the owners.

    "Onboard a new employee"
  • Leave requests

    Takes the request, checks the day balance and team overlaps, adds it to the calendar, prepares the order.

    "Book Timur leave from July 14"
  • Document deadline tracking

    Tracks fixed-term contracts, health insurance policies and medical checkups, reminds before expiry.

    "Which documents are expiring soon?"
  • E-labor records registration

    Files employment contracts and addenda on time and flags unregistered ones.

    "Check that everything is filed in e-labor records"
  • Orders and HR records

    Prepares orders (hiring, leave, transfer, termination) and keeps their register.

    "Prepare a leave order"
  • Payroll input data

    Collects the month’s changes — new hires, leavers, leave, sick days, bonuses — for the accountant.

    "Compile payroll data for July"
  • Employee certificates

    Prepares income and employment verification letters on employee request.

    "An employment letter for Alexey"
  • Probation tracking

    Reminds of end dates, collects the manager’s assessment and prepares the decision.

    "Whose probation is ending soon?"
  • Answering employees

    Answers questions about leave balance, documents and policies — from the workspace data.

    "How much leave do I have left?"
  • Birthdays and anniversaries

    Reminds of the dates and prepares greetings for the team.

    "Who’s celebrating this week?"
  • HR reports

    Compiles headcount, team structure and turnover for management.

    "A team report for the quarter"
  • Keeping data current

    Keeps employee records up to date — from messages and documents.

    "Update Olga’s phone number"
  • Pull applications from job boards

    Fetches new applications and resumes from the job boards, parses them, and updates the funnel and dashboard.

    "Check for new applications on the job boards"
  • Resume pre-screening

    Matches candidates against the role requirements, ranks them, and flags the strong fits.

    "Shortlist the top 5 for Middle Frontend"
  • Reach out over chat and messenger

    Messages the candidate, answers questions, sends reminders, and syncs statuses back to the dashboard.

    "Message the candidate about the offer"
  • Interview scheduling

    Aligns a time between the candidate and interviewer, adds the meeting to the calendar, and sends the invite.

    "Schedule the tech interview with Aiden"
  • Interview transcripts and notes

    Transcribes the interview recording and produces a summary and a structured evaluation.

    "Summarize the interview"
  • Collecting interviewer scores

    Sends out the scorecard, gathers feedback, and rolls it up into a decision on the candidate.

    "Collect the scores for Alina"
  • Take-home assignments

    Sends the assignment, reminds about the deadline, collects it, and passes it on for review.

    "Send the assignment to the designer"
  • Offer with tax breakdown

    Prepares the offer with a gross/net calculation (payroll taxes and deductions) and sends it to the candidate.

    "Prepare an offer at 900,000 gross"
  • Courteous rejections

    Writes personal rejection notes to those who did not make it — the thing that usually gets put off.

    "Send rejections to the declined candidates"
  • Publishing the role

    Writes the description and posts it to job boards, professional networks, and messenger channels.

    "Post the PM role"
  • Handoff to onboarding

    When a candidate starts, creates the onboarding checklist and registers the employment contract in the labor-contract registry.

    "Onboard the new hire"
  • Weekly hiring report

    Compiles funnel, interview, and offer status and sends it to the manager.

    "Send the weekly hiring report"
  • Onboarding plan generation

    Builds the onboarding plan and course program from the role’s policies — paperwork, access, mentor, training.

    "Set up onboarding for a new backend developer"
  • Role-based course selection

    Builds an individual training program for the role and level, assigning courses and deadlines.

    "Which courses to assign a junior designer?"
  • Learning materials

    Prepares course notes, guides and checklists from internal policies and workspace documents.

    "Draft a code review guide for a new hire"
  • Test authoring

    Generates final test questions from the course material — with open and closed answers.

    "Create a test on the Sapa design system"
  • Test grading

    Grades open answers against criteria, assigns a score and flags weak topics — no manual checking.

    "Grade Nurlan’s test"
  • Personal feedback

    From the test results it forms recommendations: what to review and which materials to finish reading.

    "What should Aruzhan brush up on after the test?"
  • Mentor reminders

    Nudges the owners on overdue onboarding steps and courses — HR, the mentor, the manager.

    "What is overdue in onboarding?"
  • Training deadline control

    Tracks course and stage deadlines, flags overdue ones and warns in advance.

    "Which courses are due this week?"
  • Onboarding meetings

    Schedules 1-1s with the mentor and interim reviews and adds them to the team calendar.

    "Schedule a review meeting for Nurlan on Friday"
  • New-hire readiness

    Combines checklist, course and test progress into a report with a recommendation on the probation outcome.

    "Is Nurlan ready to work independently?"
  • Probation review

    Collects feedback from the manager and mentor and prepares a decision on passing probation.

    "Prepare the 1-month review for Aruzhan"
  • Team knowledge base

    Answers employees’ questions from policies and materials — like an internal training assistant.

    "How does our release process work?"
  • Generating a role-specific survey

    Builds a set of competencies and questions for a specific role — designer, developer, account — factoring in seniority.

    “Build a 360 for a designer”
  • Consolidating feedback

    Combines ratings from peers, manager and reports into one honest narrative instead of scattered numbers.

    “Gather the feedback on Camille”
  • Anonymizing reviews

    Rephrases comments so the author can’t be identified — people answer more openly.

    “Anonymize the comments on Tom”
  • Finding gaps

    Finds competencies where self-assessment diverges sharply from the team’s view and explains what it means.

    “Where does Alex overrate himself?”
  • Development plan

    From the review results it suggests 2–3 concrete growth steps with materials and deadlines.

    “What should Tom develop?”
  • Softening the tone

    Rewrites harsh or hurtful wording into constructive phrasing while keeping the substance.

    “Soften the feedback”
  • Clustering comments

    Groups dozens of open answers into 3–4 themes so you see the pattern instead of reading everything.

    “Group the comments by theme”
  • Chases those who haven’t filled it in

    Sees who hasn’t submitted their survey and politely reminds them — in chat or by email, without manual tracking.

    “Remind whoever hasn’t filled in the survey”
  • Draft for a 1:1 conversation

    Prepares talking points for the manager’s wrap-up meeting — where to start, what to praise, what to ask.

    “Prepare a 1:1 with Diana”
  • Trends across cycles

    Compares a person’s scores between half-years and shows where they grew and where they slipped.

    “How has Olivia’s profile changed?”
  • Supporting probation

    Runs a mini-360 for newcomers on probation and flags risk early.

    “How is Ava’s probation going?”
  • Team summary report

    Compiles a summary across everyone: the team’s strengths, common growth areas, who’s ready for promotion.

    “Compile the team report for H1”
  • Variable pay calculation

    Transparently calculates each person’s bonus: target variable × KPI attainment − quality control penalties. Recalculated in seconds.

    "Calculate the July bonuses"
  • Explanation for the employee

    Breaks every bonus figure into its parts and sends a clear breakdown — no trip to the accountant.

    "What makes up Olga’s bonus?"
  • Anomaly detection

    Flags suspicious payouts: a jump from last month, a bonus above the cap, a penalty with no basis.

    "Are there any odd payouts?"
  • Gamification

    Tracks points, builds the team ranking and assigns awards of the month automatically from the data.

    "Who is the leader of the month?"
  • Collecting team KPIs

    Pulls goal attainment from projects, the time tracker and the CRM and feeds it into the calculation — no manual transfer.

    "Pull in the KPIs for the month"
  • Bonus payslips

    Generates a personal slip for everyone: target, actual, penalties, total — ready to send out.

    "Send out the bonus slips"
  • Quality control tracking

    Collects review issues and missed deadlines and converts them into reducing coefficients per the rules.

    "Factor in the quality issues"
  • Fairness check

    Checks bonuses against the policy and caps, catching imbalances between people and roles before payout.

    "Are all bonuses by the rules?"
  • Bonus pool control

    Makes sure the pool stays within budget, showing the trend by month and a forecast for the next.

    "Will we stay within the bonus budget?"
  • Different schemes per role

    Keeps separate rules for development, design, sales and new hires on probation.

    "Set up a scheme for account managers"
  • Month-close reminders

    Nudges managers to enter scores and close the month on time so the payout is not delayed.

    "Remind everyone to close the month’s scores"
  • One-off bonuses and kudos

    Accounts for spot bonuses for overtime and colleague kudos and adds them to the points.

    "Award Timur a bonus for the release"
  • Questionnaire building

    Prepares a questionnaire for the survey's goal — eNPS, pulse or vote — with the right scales and open-ended questions.

    "Create an engagement survey"
  • Response clustering

    Rolls up dozens of open-ended answers into themes with sentiment and points out what to do about each.

    "What do people write about most in the survey?"
  • eNPS calculation

    Computes the index from responses, breaks it into promoters, neutrals and detractors, and shows the trend.

    "What's the eNPS this quarter?"
  • Follow-up actions

    Suggests concrete steps for the weak spots and drafts messages to the team.

    "What should we do about the negativity in support?"
  • Sentiment tagging

    Automatically tags each answer as positive, neutral or negative — no manual reading.

    "Tag the answers by sentiment"
  • Chases the non-responders

    Sees who hasn't taken the survey yet and politely reminds them on WhatsApp or email, lifting the response rate.

    "Remind those who haven't answered"
  • Anonymity and aggregation

    Hides the authors and shows only a department-level summary so people answer honestly.

    "Show the results without names"
  • Report for leadership

    Compiles a survey summary: eNPS, themes, risks and recommendations — ready to discuss.

    "Compile the survey report"
  • A pulse for the moment

    Launches a short pulse survey for a specific occasion — a release, a reorg, onboarding.

    "Ask the team about the new process"
  • Regular measurements

    Puts surveys on a schedule — every quarter or sprint — and reminds you when it's time.

    "Run eNPS every quarter"
  • Comparing periods and departments

    Compares quarters and departments and finds where engagement dropped the most.

    "Where did eNPS fall the most?"
  • Early warning

    Spots a spike in negativity or a drop in responses and flags it before the problem grows.

    "Alert me if engagement is dropping"

See it working

This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.

People management — Team, onboarding, time off, documents

Demo mode — changes aren't saved and reset on reload.