Are you in the process of recruiting for an open job/position? You can use this simple Excel template to track status of the applicants (candidates) in an organized way. You can get an instant view of how many applicants are in the pipeline and where in the funnel applicants are dropping off. You can also easily view the top reasons why candidates were not selected.
To manage multiple jobs with more features, please see the new Recruitment Manager Excel Template.
This template is very easy to use. Please follow the steps below.
STEP 1: Enter Job Details
Start by entering the Job Title, Recruiter Name and Job posted date.
STEP 2: Enter the four stages of recruiting
The four stages of hiring are Application, Phone Screen, Interview and Offer. the fifth stage not mentioned in the offer acceptance (hire) stage. You can change the names of these four stages. If you only have three stages, then leave a blank in the fourth stage name.
STEP 3: Enter Applicants’ information
- Enter Applicant name and dates when the applicant reached each of the four stages. If the applicant does not reach a stage, leave it blank.
- When a decision is made to not proceed with an applicant, enter CLOSED in the STATUS column.
- Enter ‘decline reason’ for candidates who were not selected.
- Enter Comments if needed.
- STAGE is a calculated field that tells which stage an applicant is.
STEP 4: Enter Hired Applicant Name
After a candidate accepts the offer, then enter Hired Applicant and Hired Date information.
As you enter data, the summary section on the top right updates automatically with the key metrics.
Number of Applications and Days to Hire (or Days in Hiring) will be displayed at the top.
You can see the active pipeline (applicants whose status is not CLOSED). For example, in the image below, there is 1 candidate in APPLICATION stage, 2 in PHONE SCREEN, 1 in INTERVIEW and 1 in OFFER stages.
You can see the overall Recruitment funnel. As you are hiring, the funnel will represent only applicants whose status is CLOSED. After hiring (by entering the Hired Applicant name and Hired Date information), the funnel represents all applicants. This will help identify where the candidates fell off in the funnel stages.
The top 3 decline reasons are shown along with %. This is based on applicants where status is CLOSED.
Do you find this template useful? Are there any additional scenarios that would be good to incorporate? Is there anything obvious I have missed? Please share your thoughts in the comments below.
If you like the template, please share with your friends. If you are looking to manage multiple jobs and get advanced reporting, please try Recruitment Manager Excel Template