# Ez HR CRM Dashboard

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FEft55TMayaO22MAECkxa%2FEz%20HR%20CRM.png?alt=media&#x26;token=cdcaf0f4-fec3-4936-84e1-ac09065edb33" alt=""><figcaption></figcaption></figure>

***

## 🔗Links

&#x20;      [**Template Link on Bubble Marketplace**](https://bubble.io/template/ez-hr-crm-dashboard-1662538489350x165847339502141440)

&#x20;      [**Template Link on Our Website**](https://eazycode.com/template/ez-hr-crm-dashboard-1692021503228x586092815929576000)

&#x20;       [**Preview Link**](https://crm-hr.bubbleapps.io/)&#x20;

&#x20;       [**Forum Link**](https://forum.bubble.io/t/new-ez-hr-crm-dashboard-template-by-eazycode/300659)

***

## Photos & Video

{% tabs %}
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<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2F83mGJ2fvZC4KdIs9saYz%2Fimage.png?alt=media&#x26;token=7c55d529-6f03-4ac3-bad5-1150fd5b7012" alt=""><figcaption></figcaption></figure>
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{% embed url="<https://youtu.be/R7nvSpkX_nE>" %}

***

## Introduction&#x20;

Are you looking for a comprehensive CRM template designed to streamline your organization's HR processes?  The Ez HR CRM dashboard template powered by <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> on the bubble.io platform is the ideal solution for companies of any size that want an efficient, easy-to-use way to manage their HR tasks.

This HR dashboard template is ideal for HR managers, recruiters, business owners, and anyone else responsible for managing a company's HR. It offers a variety of features to simplify your HR responsibilities, ensuring you have more time to focus on strategic initiatives and employee engagement. With the help of our template, you can revolutionize the way you manage your HR processes, making it easy and smooth.

Here are some of the outstanding features of our HR dashboard template:

* **Administrator Panel** - Easily track HR metrics and analytics to optimize management decisions.
* **HR Dashboard** - Specially designed for HR managers to efficiently enter and track important HR data.
* **Chat** - Encourage communication and collaboration with an integrated system-wide chat feature.
* **Calendar** - Organize and track important events, deadlines, and appointments in a centralized calendar.
* **Vacancies** - Easily manage job postings to ensure your organization attracts the best talent.
* **Candidate** - Create and manage a database of potential employees, simplifying the selection process.
* **Employees** - Maintain and search a complete list of your employees in one place.
* **Organization Chart** - Using the [BalkanGraph plugin](https://docs.eazycode.com/ezcode-documentation/plugins/ez-organization-chart), our dynamic org chart provides a clear visual representation of the company structure and employee hierarchy.

Ez HR CRM dashboard is not just a template, it's a solution that simplifies complex tasks and gives your HR department a strategic advantage. By choosing our product, you'll unlock the potential to effectively manage your HR responsibilities, leaving you more time to focus on what matters most—your people.

Our template is fully compatible and responsive across all device types. Our team has developed this template in adherence to current UX/UI design standards, ensuring an intuitive interface and visually pleasing aesthetics.

While we offer the template as is, we are open to discussions regarding additional modifications. We recommend exploring the preview section before making a purchase. If you have any questions or need further clarification, please don't hesitate to contact us. We'll be delighted to assist you and tailor a solution to meet your specific requirements.

***

## Features

* **Admin dashboard**
* **HR dashboard**
* **Chat**
* **Multifunctional Calendar**
* **Vacancies section**
* **Candidate section**
* **Organization Chart**
* **Staff section**
* **Responsive design**

***

## Notes

{% hint style="info" %} <mark style="color:blue;">**Important note**</mark><mark style="color:blue;">:</mark> After purchasing this template and customizing it, be sure that you had a chance to learn how to set up data security.&#x20;

Check all privacy settings by the following link before launch: [*<mark style="color:blue;">**Bubble Privacy**</mark>* ](https://manual.bubble.io/help-guides/data/the-database/protecting-data-with-privacy-rules)

Since access to objects differs in each application and is unique for each case, ensure you have established all the privacy rules.
{% endhint %}

{% hint style="danger" %} <mark style="color:red;">This template is not the final product. Any part of the application can be modified for different needs.</mark>
{% endhint %}

***

## Pages&#x20;

### index

This page presents the features of this application. Also on this page, clients can find links to other <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> templates on this topic.&#x20;

### admin-dashboard

This is the admin panel page. It displays three tabs.

* **Dashboard** - This tab displays the collected statistics in graphs, for сalendar events сreated, jobs created, candidates created, and employees created.
* **Add Manager** - This tab displays input fields for the registration of a new manager.
* **HR Managers** - This tab displays a list of registered managers with their detailed information.
* **Organization Chart** - Using our [Ez Organization Chart](https://docs.eazycode.com/ezcode-documentation/plugins/ez-organization-chart) plugin, a dynamic org chart provides a clear visual representation of company structure and employee hierarchy. With the ability to change the structure by simply dragging an object.

### dashboard

This is the HR manager panel page. It displays seven tabs.

* **Dashboard** - This tab displays information on job categories and the number of candidates. Also on this page, a manager can find a list of tasks and a list of collaborators.
* **Inbox** - This tab shows a list of users and a chat window.
* **Calendar** - This is a tab with a calendar that displays tasks with detailed information.&#x20;
* **Jobs** - This is a tab with a list of jobs, divided by categories.
* **Candidates** - This is a tab with a list of candidates. manager can change the status of any candidate.
* **Employees** - This is a tab with a list of employees with their detailed information.
* **Organization Chart** - Using our [Ez Organization Chart](https://docs.eazycode.com/ezcode-documentation/plugins/ez-organization-chart) plugin, a dynamic org chart provides a clear visual representation of company structure and employee hierarchy. With the ability to change the structure by simply dragging an object.
* **Settings** - Tshi is a tab with the manager's personal information.

Also, a manager can add new jobs, candidates, employees, and calendar events.

### redirect

This is the password registration page for users created by the administrator or manager.

### registration

This is the Sign-In / Sign-Up page.

### reset\_pw

This page allows the user to reset the password.

### 404

This page appears when something goes wrong in the app's work

***

## Workflow

Highlighting the workflow with color is a great way to separate actions in essence and significance. Below is the <mark style="color:green;">Eazy</mark><mark style="color:red;">Code</mark> standard for the use of colors with a detailed explanation.

{% hint style="warning" %} <mark style="color:orange;">The standards below are for informational purposes only. Any discrepancy is not related to the functionality of the application.</mark>
{% endhint %}

**Blue** - The actions taking place on our screen do not utilize the application's resources. For instance, when an element is clicked and a popup is opened or closed.

<div align="center"><figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2Fa6ECFLHHyTqpr90FXSPb%2Fimage.png?alt=media&#x26;token=772855b5-5b7b-49aa-b99e-04701767624f" alt="" width="200"><figcaption></figcaption></figure></div>

**Green** - These actions involve creating or modifying entries in the database. For example, "Create a new Thing," "Make changes to a thing or a list of things," as well as "Copy a list of things," and so on.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FllvYT6zyLSb3QtkbzWj0%2Fimage.png?alt=media&#x26;token=65bc26ac-4a39-49ac-af76-56028f5bc333" alt="" width="200"><figcaption></figcaption></figure>

**Red** - This action involves deleting or resetting values. For instance, "Delete a thing or a list of things," as well as "Reset a group" and "Reset inputs."

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FctFJTDZVJYSxbjS2melb%2Fimage.png?alt=media&#x26;token=60d0a236-cca6-491b-88b6-a26f2311cc8c" alt="" width="200"><figcaption></figcaption></figure>

**Orange** - Actions related to your navigation. For example, "Navigate to a page," or "Do when a condition is true" – when you use specific values for checking, such as "When the current user is logged in," and so on.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2F7e8TWWOrsNOk3PttmqlN%2Fimage.png?alt=media&#x26;token=75cde6b5-e72b-4f75-a540-2507e1f92ed9" alt="" width="200"><figcaption></figcaption></figure>

**Cyan** - Actions utilizing Custom Events – lengthy tasks that involve the creation, modification, deletion, and plugins within a single comprehensive workflow as steps.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FygcvmFN64pIlShKKlsYH%2Fimage.png?alt=media&#x26;token=767513b2-cb61-4010-be33-cd4ff5967fad" alt="" width="200"><figcaption></figcaption></figure>

**Brown** - Custom workflow, API workflow, and similar tasks.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FIDdRjV71dqlcIXAsbOIV%2Fimage.png?alt=media&#x26;token=c76c2a04-b052-468b-b47c-efe04457d373" alt="" width="200"><figcaption></figcaption></figure>

**Purple** - The significance of this color is determined by the developer themselves, as it is done due to the fact that everyone has their own approach to development.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FQEZ73m2nAW9oTEAIFhDR%2Fimage.png?alt=media&#x26;token=007881d1-774f-40e0-84f2-557e3f60caa4" alt="" width="200"><figcaption></figcaption></figure>

**Grey** - All other actions.

<figure><img src="https://1427565863-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwuVpDcDmZQqJGW4nltd9%2Fuploads%2FUJj9aHsMG5LM8tZCMPLF%2Fimage.png?alt=media&#x26;token=eac4b920-8f7a-464e-bb6d-f1905009ad28" alt="test" width="201"><figcaption></figcaption></figure>

***

## Data Types:

### Calendar Event

This data type is used to store calendar event proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Candidate</code></td><td><a href="#candidate"><code>Candidate</code></a></td><td>Stores the candidate data type.</td><td></td></tr><tr><td><code>Date</code></td><td><code>date</code></td><td>Stores the event date.</td><td></td></tr><tr><td><code>Description</code></td><td><code>text</code></td><td>Stores the event description.</td><td></td></tr><tr><td><code>HR-manager</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#ce-status"><code>CE Status</code></a></td><td>Stores the calendar event status option set.</td><td></td></tr><tr><td><code>Title</code></td><td><code>text</code></td><td>Stores the event title.</td><td></td></tr><tr><td><code>Type</code></td><td><a href="#ce-type"><code>CE Type</code></a></td><td>Stores the calendar event type option set.</td><td></td></tr></tbody></table>

### Candidate

This data type is used to store candidate event proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Address</code></td><td><code>text</code></td><td>Stores the candidate address.</td><td></td></tr><tr><td><code>Current salary</code></td><td><code>text</code></td><td>Stores the candidate current salary.</td><td></td></tr><tr><td><code>Education</code></td><td><code>text</code></td><td>Stores the candidate education.</td><td></td></tr><tr><td><code>Email</code></td><td><code>text</code></td><td>Stores the candidate email address.</td><td></td></tr><tr><td><code>Expected salary</code></td><td><code>text</code></td><td>Stores the candidate expected salary.</td><td></td></tr><tr><td><code>Experience</code></td><td><code>text</code></td><td>Stores the candidate experience.</td><td></td></tr><tr><td><code>Image</code></td><td><code>image</code></td><td>Stores the candidate image.</td><td></td></tr><tr><td><code>Job</code></td><td><a href="#jobs"><code>Jobs</code></a></td><td>Stores the job data type.</td><td></td></tr><tr><td><code>Job(option set)</code></td><td><a href="#job-option-set"><code>Job(option set)</code></a></td><td>Stores the job option set.</td><td></td></tr><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the candidate name.</td><td></td></tr><tr><td><code>Notes</code></td><td><code>text</code></td><td>Stores the manager notes about candidate.</td><td></td></tr><tr><td><code>Phone</code></td><td><code>text</code></td><td>Stores the candidate phone number.</td><td></td></tr><tr><td><code>Pipeline steps</code></td><td><a href="#pipeline-steps"><code>Pipeline Steps</code></a></td><td>Stores the pipeline steps option set.</td><td></td></tr><tr><td><code>Resume</code></td><td><code>file</code></td><td>Stores the candidate attached files.</td><td></td></tr><tr><td><code>Skills</code></td><td><code>List of</code> <a href="#skills"><code>Skillses</code></a></td><td>Stores the skills option set.</td><td></td></tr></tbody></table>

### Chat

This data type is used to store chat proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Chat Messages</code></td><td><code>List of</code> <a href="#chat_messages"><code>Chat_Messageses</code></a></td><td>Stores the chat message data type.</td><td></td></tr><tr><td><code>Chat Users</code></td><td><code>List of</code> <a href="#user"><code>Users</code></a></td><td>Stores the user data type.</td><td></td></tr></tbody></table>

### Chat\_Messages

This data type is used to store message proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Chat</code></td><td><a href="#chat"><code>Chat</code></a></td><td>Stores the chat data type.</td><td></td></tr><tr><td><code>Message Content</code></td><td><code>text</code></td><td>Stores the message content.</td><td></td></tr><tr><td><code>Receiver</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Seen</code></td><td><code>yes/no</code></td><td>Stores the message status(seen or not).</td><td></td></tr></tbody></table>

### Company-user

This data type is used to store registered company user proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>email</code></td><td><code>text</code></td><td>Stores the user email address.</td><td></td></tr><tr><td><code>Image</code></td><td><code>image</code></td><td>Stores the user image.</td><td></td></tr><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the user name.</td><td></td></tr><tr><td><code>Phone</code></td><td><code>number</code></td><td>Stores the user phone number.</td><td></td></tr><tr><td><code>User</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data  type.</td><td></td></tr><tr><td><code>User-type</code></td><td><a href="#user-type"><code>User-type</code></a></td><td>Stores the user-type option set.</td><td></td></tr></tbody></table>

### Employee

This data type is used to store registered employee proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Address</code></td><td><code>text</code></td><td>Stores the employee  address.</td><td></td></tr><tr><td><code>Date hired</code></td><td><code>date</code></td><td>Stores the employee  hired date.</td><td></td></tr><tr><td><code>Department-user</code></td><td><a href="#department-option-set"><code>Department (option-set)</code></a></td><td>Stores the department option set.</td><td></td></tr><tr><td><code>Education</code></td><td><code>text</code></td><td>Stores the employee  education.</td><td></td></tr><tr><td><code>Email</code></td><td><code>text</code></td><td>Stores the employee  email address.</td><td></td></tr><tr><td><code>Emergency Contact</code></td><td><code>text</code></td><td>Stores the employee  emergency contact.</td><td></td></tr><tr><td><code>Employment ID</code></td><td><code>text</code></td><td>Stores the employee  ID.</td><td></td></tr><tr><td><code>Employment type</code></td><td><a href="#employment-type"><code>Employment Type</code></a></td><td>Stores the employee  type option set.</td><td></td></tr><tr><td><code>Full Name</code></td><td><code>text</code></td><td>Stores the employee  full name.</td><td></td></tr><tr><td><code>Gender</code></td><td><a href="#gender"><code>Gender</code></a></td><td>Stores the gender option set.</td><td></td></tr><tr><td><code>Image</code></td><td><code>image</code></td><td>Stores the employee  image.</td><td></td></tr><tr><td><code>Job</code></td><td><a href="#job-option-set"><code>Job (option set)</code></a></td><td>Stores the job option set.</td><td></td></tr><tr><td><code>Language Spoken</code></td><td><code>List of</code> <a href="#language"><code>Languages</code></a></td><td>Stores the language option set.</td><td></td></tr><tr><td><code>Marital Status</code></td><td><a href="#marital-status"><code>Marital Status</code></a></td><td>Stores the marital status option set.</td><td></td></tr><tr><td><code>Node Uniq Id</code></td><td><code>text</code></td><td>Stores the employee uniq ID for organization chart.</td><td></td></tr><tr><td><code>Notes</code></td><td><code>text</code></td><td>Stores the employee notes. </td><td></td></tr><tr><td><code>Phone</code></td><td><code>text</code></td><td>Stores the employee  pjone number.</td><td></td></tr><tr><td><code>Skills</code></td><td><code>List of</code> <a href="#skills"><code>Skillses</code></a></td><td>Stores the skills option set.</td><td></td></tr><tr><td><code>Status</code></td><td><a href="#employee-status"><code>Employee Status</code></a></td><td>Stores the employee  status option set.</td><td></td></tr></tbody></table>

### Jobs

This data type is used to store job proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Candidates</code></td><td><code>List of</code> <a href="#candidate"><code>Candidates</code></a></td><td>Stores the candidate data type.</td><td></td></tr><tr><td><code>Department</code></td><td><a href="#option-sets"><code>Department (option-set)</code></a></td><td>Stores the departmnet option set.</td><td></td></tr><tr><td><code>Description</code></td><td><code>text</code></td><td>Stores the job description.</td><td></td></tr><tr><td><code>Hiring Manager</code></td><td><a href="#user"><code>User</code></a></td><td>Stores the user data type.</td><td></td></tr><tr><td><code>Job-type</code></td><td><a href="#employment-type"><code>Employment Type</code></a></td><td>Stores the employment type option set.</td><td></td></tr><tr><td><code>Name</code></td><td><code>text</code></td><td>Stores the job title.</td><td></td></tr><tr><td><code>Pipeline (option set)</code></td><td><a href="#pipeline-steps"><code>Pipeline Steps</code></a></td><td>Stores the pipeline steps option set.</td><td></td></tr><tr><td><code>Recruiting Deadline</code></td><td><code>date</code></td><td>Stores the job recruiting deadline date.</td><td></td></tr><tr><td><code>Salary</code></td><td><code>text</code></td><td>Stores the job salary.</td><td></td></tr></tbody></table>

### Pipeline

This data type is used for candidate status proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Candidates</code></td><td><code>List of</code> <a href="#candidate"><code>Candidates</code></a></td><td>Stores the candidate data type.</td><td></td></tr><tr><td><code>Job</code></td><td><a href="#jobs"><code>Jobs</code></a></td><td>Stores the job data type.</td><td></td></tr><tr><td><code>Pipeline steps</code></td><td><a href="#pipeline-steps"><code>Pipeline Steps</code></a></td><td>Stores the pipeline steps option set.</td><td></td></tr></tbody></table>

### User

This data type is used to store user proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Calendar event</code></td><td><code>List of</code> <a href="#calendar-event"><code>Calendar Events</code></a></td><td>Stores the calendar event data type.</td><td></td></tr><tr><td><code>Candidate</code></td><td><code>List of</code> <a href="#candidate"><code>Candidates</code></a></td><td>Stores the candidate data type.</td><td></td></tr><tr><td><code>Company-User</code></td><td><a href="#company-user"><code>Company-user</code></a></td><td>Stores the company user data type.</td><td></td></tr><tr><td><code>Employee</code></td><td><code>List of</code> <a href="#employee"><code>Employees</code></a></td><td>Stores the employee data type.</td><td></td></tr><tr><td><code>Full Name</code></td><td><code>text</code></td><td>Stores the user full name.</td><td></td></tr><tr><td><code>Id OrgChart</code></td><td><code>text</code></td><td>Stores the user ID for organization chart.</td><td></td></tr><tr><td><code>Jobs</code></td><td><code>List of</code> <a href="#jobs"><code>Jobses</code></a></td><td>Stores the jobs data type.</td><td></td></tr><tr><td><code>Phone</code></td><td><code>text</code></td><td>Stores the user phone number.</td><td></td></tr><tr><td><code>Profile image</code></td><td><code>image</code></td><td>Stores the user image.</td><td></td></tr><tr><td><code>Type</code></td><td><a href="#user-type"><code>User type</code></a></td><td>Stores the user type option set.</td><td></td></tr></tbody></table>

### User-token

This data type is used to store user token proprieties.

<table data-full-width="false"><thead><tr><th>Field name</th><th>Type</th><th>Notes</th><th data-hidden>Notes</th></tr></thead><tbody><tr><td><code>Company_User</code></td><td><a href="#company-user"><code>Company-user</code></a></td><td>Stores the company user data type.</td><td></td></tr><tr><td><code>email</code></td><td><code>text</code></td><td>Stores the user email address.</td><td></td></tr><tr><td><code>id</code></td><td><code>text</code></td><td>Stores the token ID.</td><td></td></tr><tr><td><code>valid</code></td><td><code>yes/no</code></td><td>Stores the token status(valid or not).</td><td></td></tr></tbody></table>

***

## Option sets

### CE Status

* Completed
* Not Completed

### CE Type

* Task
* Interview

### Department (Option Set)

* Design
* Marketing
* Development
* Sales

### Employee Status

* Active
* Not Active

### Employment Type

* Full-time
* Part-time
* Remote worker
* Outsource worker

### Gender

* Male
* Female

### Job (Option Set)

* UI Designer
* Back End Developer
* Project Manager
* Front End Developer
* Marketing Manager
* Sales Manager

### Language

* English
* Russian
* French
* German

### Marital Status

* Single
* Married
* Widowed
* Divorced

### Pipeline Steps

* New Applied
* Screening
* Challenge
* Interview
* Hired

### Skills

* UI Design
* Communication
* Sketching
* Design Thinking
* Copywrite

### User type

* Admin
* Hr Manager

***

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