Smartsheet for HR

Smartsheet Solutions That Streamline HR Operations and Empower People Teams.

Manage talent acquisition, onboarding, performance, and records, all in one unified Smartsheet system that brings structure, automation, and clarity to every stage of the employee lifecycle.

HR teams today manage an ever-growing list of processes, hiring, onboarding, tracking performance, maintaining records, and ensuring compliance, often across spreadsheets and scattered tools. Our Smartsheet for HR solutions bring everything together under one connected system, designed to simplify workflows, improve collaboration, and give leadership complete visibility.

From talent acquisition to performance tracking, we help HR teams focus on people, not paperwork.

Key Capabilities

1

Talent Acquisition & Recruitment Pipelines

Replace manual spreadsheets with structured recruitment trackers. Manage job openings, candidate pipelines, interview schedules, and feedback forms, all in one place. Automated notifications keep hiring managers and recruiters aligned without back-and-forth emails.

2

Employee Onboarding

Deliver seamless onboarding experiences with Smartsheet workflows. Automate task assignments, IT setup requests, and document submissions to ensure every new hire is ready from day one. Track completion status, ownership, and compliance in real time.

3

Employee Record Management

Maintain accurate and accessible employee data securely within Smartsheet. Track records such as personal details, documents, certifications, and role history, ensuring HR compliance and easy reporting.

4

Workflow Automation

Automate approval chains for offers, role changes, leave requests, and other HR processes. Reduce manual intervention, eliminate delays, and maintain audit trails for transparency and accountability.

5

Performance Tracking & Reviews

Track goals, reviews, and feedback through structured Smartsheet dashboards. Monitor performance trends across teams, identify high performers, and ensure timely review cycles with automated reminders.

6

Training & Development

Manage learning programs and certifications in Smartsheet. Track enrollments, completion rates, and progress, empowering HR to link learning with performance and growth.

7

HR Reporting & Insights

Create real-time dashboards for leadership visibility, covering headcount, hiring metrics, attrition, training progress, and more. Turn operational data into actionable insights for workforce planning and decision-making.

Our Approach

We combine HR process understanding with Smartsheet's flexibility to create scalable, people-first systems that evolve with your organization.

1

Discover

Understand your HR workflows, challenges, and goals.

2

Design

Map processes and build structured, automation-ready solutions.

3

Deploy

Configure dashboards, approvals, and governance controls.

4

Drive Adoption

Train HR and leadership teams for sustainable usage and improvement.

Our Smartsheet solutions simplify HR operations, enabling your team to spend more time on strategy and people.

The Impact

360° visibility across the entire employee lifecycle
Automated workflows that save hours of manual follow-up
Standardized and compliant HR processes
Improved candidate and employee experiences
Centralized data for reporting and audits
Scalable foundation to support organizational growth