Employee Relationship Management (ERM) is a system for companies to create positive and productive relationships with their employees. It covers everything from hiring to performance reviews, development, and even when employees leave the company.
🧩 Template: To understand what your ERM dashboard can look like, we've made a pre-made template. The good news is - you can also use it to add your data.
Some things you might want to include in the ERM dashboard can be:
Information about all employees (employee directory);
Schedule for meetings and interactions;
Employee log forms;
Information about different departments;
List of contacts.
For all this data, you will need forms/surveys whose results will then be displayed on the dashboard with different data-view options like - table-view, kanban board, gallery-view, or charts.
Step 1: Create a dashboard
From your account and go to your workspace, click on "+ New Formaloo" and start by naming your project.
This will open up a template of a dashboard that can be fully customized after enabling edit mode from the top right corner of the screen.
You can now go ahead and remove the content from the template. Also, try adding new pages and menus from the right sidebar.
You can also already add a logo to the dashboard by clicking on the round icon displayed right side of the dashboard. Just click and you'll be able to choose an image from your computer. In this case, the logo is the "E" in the orange box.
Step 2: Add forms and surveys
For this ERM dashboard, we will need 4 separate forms:
To capture all employee's data;
Employee log form for meeting schedule;
Reporting and keeping information about departments;
To collect all contact information.
You can add these forms on different pages, so everything looks organized.
🎥 Tutorial: Check out this in-depth tutorial on how to create a form with Formaloo.
Let's go over the basics of what you can include in each form.
1- Capturing all employee's data
You can go as in-depth as you wish, however, the basics you can collect are:
Text field
To collect employee's name
Single-choice field
To define the status of the employee (new hire, training, promotion, etc.)
Dropdown field
To choose the department they work in
Email & Phone field
To get their contact information
To display this data, you can use 3 different data-view options: table (to see all the information), Kanban (to group by status and see at what stage are employees), and charts (to see overall tendencies).
2- Employee log form for meeting schedule
Here are some field ideas you can add:
Text field
To collect employee's name
Date field
To state on which day they request the meeting
Time filed
To request the time they would like to schedule the meeting
Email & Phone field
To get their contact information
Single-choice field
To define the topic of the interaction (this can also be a long/short text field so employees can write their answer)
Long text field
To write key discussion points
For notes (if needed)
Data captured from this form can be visualized as a table or a Kanban board - depending on your preference.
✨ Pro tip: You can also make fields "admin-only", meaning respondents won't be able to view them.
If you'd like to display data in the Kanban board, the best practice would be to add a single-choice or a dropdown field where you'd choose the appropriate answer according to which the board would be grouped.
3- Information about departments
You can keep information about department size and members here. You can collect these data through the following fields:
Single-choice field
To choose the department
Number field
To write the number of people in that department
Text field
Write the name of the contact person of that department
Email/phone field
For the contact information of the contact person.
4- Contact information
Here you can either collect employees' contact information or others, for example - partners, agencies, or anything that works for the company. Through one form you can have 2 data view options on separate pages and display all contacts and key contacts separately, for example.
Text field
To collect employee's name
Single-choice field
To define which department they're in (for employees)
Email & phone field
For the contact information of the contact person.
Long text field
To add any notes you might have.
Website field
To get either their portfolio link, LinkedIn, or any other website links.
Step 3: Share workspace with teammates
You can collaborate effectively by sharing your workspace with team members at different access levels. This allows everyone to analyze results together and keep the team updated.
That's it! You're set!