HR Empowerment: Designing an Effective Template for Recruitment Centers, Payment Directories, and Employee Databases
Who ?
HR professionals and administrators responsible for managing recruitment, payroll, and employee databases within organizations will greatly benefit from leveraging the Metadata features in Confluence.
What? - Use Cases
Use Case 1 - Recruitment Center
HR team needs to efficiently organize candidate profiles, interview stages, and hiring decisions within the recruitment process.
For that reason they create a new Content Category named Candidate Portfolio in their admin settings. They add the appropriate metadata fields on the Content Category, which include all the details they need from the Candidate Portfolio template. The Metadata fields include:
Candidate Name
Candidate Last Name
Candidate Position
Candidate First Interview Date
Candidate Application Method
These are some of the key metadata fields included in the candidate profiles. Additionally, there are other fields such as Contact, Interview Format, Feedback first interview, Second Interview Date, Feedback second Interview, and Interviewers, which provide comprehensive information for effective recruitment management.
After setting up the content category, just add a Display Metadata macro to the Candidate Portfolio template in Global Templates and Blueprints. Then, when creating a new page, select the Candidate Portfolio template to automatically fill it with all the metadata values, giving you a page packed with crucial information (take a look at the images below).
The final look :
To view a complete directory of all candidates, simply use the Metadata Report Macro. Choose the Candidate Portfolio Content Category for which you wish to generate a report.
To quickly filter candidates who have applied for a specific position, such as Product Owner, click on "add filter," select "position," and choose "Product Owner." This will display only the candidates who have applied for this role within the macro.
Why? - Added Value & Benefits
How? - Feature Used
Display Metadata Macro. Metadata Report Macro (Live Filter). If you’d like to read more about the feature click here.
What?
Use Case 2 - Employee Payment Management
To ensure smooth management of employee payment details such as salary, bonuses, and approval processes, the HR team create a new Content Category called EmployeePayments in their admin settings. They configure this category with relevant metadata fields tailored to the specific needs of payroll management, facilitating organized and efficient tracking of payment information.The Metadata fields include:
Employee Name
Employee Last Name
Employee Job Position
Employee Base Salary
Employee Pay Frequency
Employee Currency
These metadata fields capture key information essential for managing employee payments. Other fields such as bonuses, overtime pay, approving manager, bonus detail, and start date at the company provide additional details for comprehensive payroll management.
Now, assign the Content Category to a page or directly create a page with the template (named automatically the same as the Content Category) and populate it with the necessary values for each employee. By organizing employee payment details in this structured manner, HR teams can efficiently manage payroll processes and ensure transparency and accuracy in employee compensation.
And here is the final look:
Why? - Added Value & Benefits
How? - Feature Used
Display Metadata Macro. If you’d like to read more about the feature, click here.
What?
Use Case 3 - Employee Database
HR needs to establish an employee database to effectively manage their workforce. This database acts as a central repository for storing detailed employee profiles and tracking their contributions across various projects within the organization.
For that reason, they create a new Content Category named Employee Register in their admin settings, adding the necessary metadata fields for comprehensive employee management. The Metadata fields include:
Name
Last name
Position/Job Title
Department
Reporting Manager
Office Location
Skills/Areas of Expertise
Education level
Project contribution/Achievements
When creating a new page, select the Employee Register template to automatically fill it with all the Metadata values, giving you a page packed with crucial information.
To view a complete database of all employees, simply use the Metadata Report Macro. Choose the Employee Register Content Category for which you wish to generate a report.
To quickly filter the report for individuals with specific skills, such as those with UX experience and design, simply select the "Skill" metadata field and choose "UI/UX Design." In the filtered version, you will now see only the individuals who possess this skill.