# ClickUp Structure: Taraki Staffing Company

> Detailed ClickUp workspace structure for a staffing company’s operations.

Section: ClickUp Setups

Page: https://showcase.growlyze.cloud/case/clickup-taraki

## Main Folder: Taraki Staffing Operations

## Recruitment

**Lists**

- Job Postings: Manages the lifecycle of job openings.
- Custom Fields: Job ID, Role Title, Department, Status (Open, Filled, On Hold), Date Posted, Location, Salary Range, Job Description.
- Automations: Notify recruitment team when a job is posted; send email alerts when status changes; auto-archive roles once filled; reminder for follow-up if position remains unfilled past a target date.
- Candidate Screening: Initial assessments to filter candidates.
- Custom Fields: Candidate ID, Name, Contact Information, Screening Date, Screening Outcome, Resume Link, Screening Notes.
- Automations: Move successful candidates to ‘Interview Scheduling’; send rejection emails automatically to unsuccessful candidates.
- Interview Scheduling: Organizes interviews between candidates and hiring managers.
- Custom Fields: Interview ID, Candidate ID, Scheduled Date, Interviewer, Format (Virtual, In-person), Interview Notes, Follow-Up Required.
- Automations: Reminder notifications to both interviewers and candidates 24 hours before; post-interview follow-up task creation.
- Offer Management: Handles job offers and negotiations.
- Custom Fields: Candidate ID, Offer Date, Acceptance Status, Start Date, Offer Details, Salary Offered, Benefits.
- Automations: Update job posting status to ‘Filled’ upon offer acceptance; trigger onboarding tasks upon offer acceptance.

## Client Management

**Lists**

- Client Accounts: Information and management of all active clients.
- Custom Fields: Client ID, Company Name, Contact Person, Service Level Agreement, Account Manager, Last Contact Date, Next Scheduled Review.
- Automations: Quarterly review reminders to account managers; update tasks for annual contract renewal.
- Project Requests: Staffing requests and requirements from clients.
- Custom Fields: Request ID, Client ID, Required Positions, Urgency, Fulfillment Status, Details of Requirements, Expected Fulfillment Date.
- Automations: Alert recruitment team when a new request is categorized as ‘Urgent’; status update notifications to clients.

## Compliance and Onboarding

**Lists**

- Compliance Tracking: Ensures all placements meet legal and regulatory requirements.
- Custom Fields: Placement ID, Compliance Checklist, Verification Date, Issues, Resolution Status, Compliance Officer.
- Automations: Compliance verification task triggered upon every new placement; alerts for unresolved compliance issues.
- Employee Onboarding: Streamlined tasks and resources for new hires.
- Custom Fields: Employee ID, Onboarding Date, Required Documents, Training Schedule, Onboarding Complete, Mentor Assigned.
- Automations: Trigger onboarding process when an offer is accepted; checklists for mentors; notification when onboarding is incomplete.

## Performance Management

**Lists**

- Employee Reviews: Systematic performance reviews.
- Custom Fields: Employee ID, Review Period, Performance Score, Feedback, Improvement Plan, Reviewer.
- Automations: Schedule next review based on the last review date; reminders for pending reviews; generation of performance improvement tasks if needed.
- Client Feedback: Feedback from clients about placed employees.
- Custom Fields: Client ID, Employee ID, Feedback Date, Satisfaction Level, Specific Comments, Follow-Up Actions.
- Automations: Generate follow-up tasks for client satisfaction management; periodic feedback requests to clients.
