Notion Operations Management System Build
Budget: €30 – €250 EUR
Project Description: Comprehensive Notion Management System (Phase 1)
We are seeking an experienced freelancer to build a robust management system in Notion tailored to streamline daily operations for our management team and supervisors. The system will support managing multiple companies within a single workspace, enabling selective views based on company selection.
Requirements:
1. Employee Database
Basic Information: Name, Position, Start Date, End Date, StatusOnboarding: Automated checklist upon adding a new employee (System onboarding, Contract, Immediate reporting, Background check, App 2, App 3)Monthly Overview: Employee entries and exitsEmployee Files: Warnings, disciplinary actions, accident linkage (direct connection to involved vehicles)Import Functionality: Bulk import of employees from CSV or Excel
2. Vehicle Database
Vehicle Information: Brand, Model, VIN, License PlateCategories: Type 1 (Leasing), Type 2 (Rentals), Type 3 (Short-term usage), Type 4 (Self-sourced)Status & Maintenance: Active, Defective, BlockedCondition Evaluations: Percentage, Last evaluation (Fair/Good/Bad)Defective Vehicle Management: Ticket status, evidence upload, automatic 30-day reminders for updatesMaintenance Records: Inspections and servicesAccident Management: Direct connections to involved employeesImport Functionality: Bulk import of vehicles from CSV or Excel
3. Daily KPI Tracking & Shift Checklists
KPI Inputs: Delivery rate (%), Returns, Number of Routes, Employees on duty, Employees not logged into mandatory systems (System onboarding, App 2, App 3)Shift Checklists: Vehicle checks (Fleet app), route verification, damage reporting (photo upload)
4. Advanced Kanban Board
Task Categories: Fleet, Employees, General ManagementTask Workflow:
For Approval (tasks pending management approval)
New/Open
In Progress
CompletedCross-linked Tasks: Tasks connected to employees and vehicles for clear visibilityMulti-company Management: Central task assignment and management across multiple companies
5. Recurring Checklists
Daily tasks (as in KPI & Checklist section)
Weekly tasks checklist
Monthly tasks checklist
Quarterly review checklist
Annual task checklist
6. Advanced Access & Permissions Management
Roles: Management, Supervisors, Dispatchers, HRVisibility Control: Selective data access across multiple companies
7. Visual & Functional Design
Professional, intuitive, modern interface
Clear icons, cover images, distinct color coding
Further Specification (Detailed Upon Project Award)
Precise employee management workflows
Detailed vehicle maintenance guidelines
Extensive KPI and checklist specifications
Granular Kanban board integrations and workflow automations
Expected Outcome
Comprehensive, fully operational Notion setup
Clearly structured, intuitive user interface
Operational templates for daily efficiency
Freelancer Qualifications
Expertise in advanced Notion setups
Visually appealing, functional design skills
Experience with complex databases, relational structures, automated integrations
Please provide references (previous Notion implementations or relevant screenshots) and your estimated timeline for completion. Successful collaboration in Phase 1 may lead to further detailed automations in Phase 2.
We are seeking an experienced freelancer to build a robust management system in Notion tailored to streamline daily operations for our management team and supervisors. The system will support managing multiple companies within a single workspace, enabling selective views based on company selection.
Requirements:
1. Employee Database
Basic Information: Name, Position, Start Date, End Date, StatusOnboarding: Automated checklist upon adding a new employee (System onboarding, Contract, Immediate reporting, Background check, App 2, App 3)Monthly Overview: Employee entries and exitsEmployee Files: Warnings, disciplinary actions, accident linkage (direct connection to involved vehicles)Import Functionality: Bulk import of employees from CSV or Excel
2. Vehicle Database
Vehicle Information: Brand, Model, VIN, License PlateCategories: Type 1 (Leasing), Type 2 (Rentals), Type 3 (Short-term usage), Type 4 (Self-sourced)Status & Maintenance: Active, Defective, BlockedCondition Evaluations: Percentage, Last evaluation (Fair/Good/Bad)Defective Vehicle Management: Ticket status, evidence upload, automatic 30-day reminders for updatesMaintenance Records: Inspections and servicesAccident Management: Direct connections to involved employeesImport Functionality: Bulk import of vehicles from CSV or Excel
3. Daily KPI Tracking & Shift Checklists
KPI Inputs: Delivery rate (%), Returns, Number of Routes, Employees on duty, Employees not logged into mandatory systems (System onboarding, App 2, App 3)Shift Checklists: Vehicle checks (Fleet app), route verification, damage reporting (photo upload)
4. Advanced Kanban Board
Task Categories: Fleet, Employees, General ManagementTask Workflow:
For Approval (tasks pending management approval)
New/Open
In Progress
CompletedCross-linked Tasks: Tasks connected to employees and vehicles for clear visibilityMulti-company Management: Central task assignment and management across multiple companies
5. Recurring Checklists
Daily tasks (as in KPI & Checklist section)
Weekly tasks checklist
Monthly tasks checklist
Quarterly review checklist
Annual task checklist
6. Advanced Access & Permissions Management
Roles: Management, Supervisors, Dispatchers, HRVisibility Control: Selective data access across multiple companies
7. Visual & Functional Design
Professional, intuitive, modern interface
Clear icons, cover images, distinct color coding
Further Specification (Detailed Upon Project Award)
Precise employee management workflows
Detailed vehicle maintenance guidelines
Extensive KPI and checklist specifications
Granular Kanban board integrations and workflow automations
Expected Outcome
Comprehensive, fully operational Notion setup
Clearly structured, intuitive user interface
Operational templates for daily efficiency
Freelancer Qualifications
Expertise in advanced Notion setups
Visually appealing, functional design skills
Experience with complex databases, relational structures, automated integrations
Please provide references (previous Notion implementations or relevant screenshots) and your estimated timeline for completion. Successful collaboration in Phase 1 may lead to further detailed automations in Phase 2.