HR Workflow Template
A Kanban workflow for managing recurring HR operations: onboarding new hires, processing leave requests, running performance reviews, and managing document submissions, all in one visible board.
How it works
- 1Load HR workflow boardPre-built columns: New Hire, Active Onboarding, Leave Queue, Review Due, Document Needed, Done.
- 2Add HR tasks as cardsNew hire starting? Add to New Hire column. Leave request pending? Add to Leave Queue.
- 3Move cards through workflowEach card moves through relevant columns as the HR action progresses.
- 4Archive when completeCompleted onboardings, processed reviews, and approved leave move to Done — searchable history.
What's included
Pre-built Kanban columns for HR workflow: New Hire → Onboarding → Review → Done
Card types: onboarding, leave request, performance review, document request
Assignee and due date on every card
Full history of all HR actions, searchable and filterable
HR Workflow Template for Small Teams and Agencies
HR for a 4-25 person agency is not the same problem as HR for a 500-person company. A team this size does not need an HRIS, a dedicated HR manager, or expensive per-seat HR software. It needs structured workflows for the handful of recurring HR tasks that require consistency: onboarding, leave requests, performance reviews, and offboarding.
This template provides a Kanban board for those four workflows, running in the same workspace as the team's project management.
The Four HR Workflows This Template Covers
The onboarding column handles new hires from offer acceptance to 30-day check-in. Cards move through stages: pre-boarding tasks completed, day-one checklist done, first assignment given, 30-day review completed. Each card links to the role-specific onboarding checklist for that hire.
The leave request column tracks pending and approved leave. Leave request cards include the team member, dates, leave type, and approval status. Approved leave automatically syncs to the team calendar. The manager sees all pending requests in one column without checking individual messages.
The performance review column tracks review cycles. Cards are created 30 days before each team member's review date and move through: review prepared, self-assessment submitted, review conversation completed, goals documented.
The offboarding column handles team member departures with equipment return, access revocation, knowledge transfer tasks, and final documentation. Most agencies handle offboarding informally and later discover access was never revoked or that a departing team member was the only person who knew a client's login details.
Why One Board Covers All HR Work
Separate tools for each HR function create the same problem separate apps create in project management: context switching, unclear ownership, and data that does not connect. When leave approvals appear on the project calendar and onboarding tasks link to the team member's employee profile, the workflows connect without integration setup.
This template runs entirely in Melororium. No additional HR software needed. Available on all plans starting at $29/month flat.
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Frequently
Asked Questions
Have a question that needs a human to answer?
No problem, email us at support@melororium.com
It covers the core HR operations of a 4-25 person team: onboarding tracking, leave management, performance reviews, and document management. It does not cover payroll, benefits administration, or compliance reporting.
HR boards are typically manager-only. Set the board visibility to managers only in the permissions settings.
Kanban boards are in all plans. Starter $29/mo, Agency $59/mo, Studio $119/mo.
Yes. Each column and card type in the HR Kanban board is customizable. Add stages that match your process, for example, a Background Check stage between offer and pre-boarding, or a Knowledge Transfer stage before offboarding completion.
Start from a template
Pick a template, invite the team, start today.
Every template runs inside the same workspace: tasks, timers, CRM and invoices for up to 15 people at $59 a month. Add a hire, the price stays.
88
templates included
$59
per month, whole team
28
instruments, one login