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Recruitment Manager Excel Template V2 – Support Page

Thanks for visiting the support page for Recruitment Manager Excel Template which can help simplify your recruitment process tracking.

The following are the support articles to help you get started with using the template. If there are any questions not addressed here, please drop a comment and I will add article/video demo about that topic.

Support Articles

  • Please see this article on 5 Important Tips before using the template
    1. Do not edit calculated cells
    2. Input Data is always visible & can be edited easily
    3. Backup by saving file regularly
    4. Do not rename fields used in Pivot Tables
    5. Refresh Calculations when Pivot Tables are used
  • This template uses Excel tables for data entry. If you are not very familiar with Excel tables, please see this article on How to enter data using Excel Tables?
    • What is a Table?
    • Why do we use Tables?
    • Components of a Table
    • 3 Basic Data Entry Operations
    • 5 Essential Tips to avoid mistakes
  • Step by Step User Guide 
    • Step by Step instructions on entering data
  • Most Frequently Asked Question (Answered)
    • Why Dashboard does not reflect the data I entered in Jobs and Applications sheets?

If you have any questions on the template, please post them in the comments section below. I will respond as soon as I can. If it will benefit others, I will also publish a blog post and video answering your question.

171 Comments

  • Can this file be uploaded to Google Sheets or will it only work on Excel?

    Reply

    • Thank you for showing interest in our template.

      Currently, we do not have the google sheet version of the template and excel template cannot be uploaded in Google Drive to use in Google Sheet due to features compatibility issues.

      You can upload the template to Microsoft OneDrive and use Excel Online which is similar to Google Sheet.

      Best wishes.

      Reply

  • Hello,
    First – this is AMAZING! Truly, Thank you.

    I need 10 lines for the funnel. Can I change this?

    Reply

  • Great template! But for some reason, my dashboard is not picking up all open jobs. I am aware of how to use Refresh All on the formulas. And I am also aware that if there are no applications against a job it will show to the right of the open positions. In my instance, I have 3 open jobs that have applications posting against them…but the dashboard only picks up 2 jobs. Any guidance on how to correct this issue? Thank you!

    Reply

    • Thank you for sharing your valuable feedback and we regret the inconvenience.
      Requesting to share your sheet to support@indzara.com with sample data and screenshots highlighting the issue to check further.
      Best wishes.

      Reply

  • Its a pretty good dashboard when it works but kind of buggy. I keep getting error messages and now the dashboard will show zero data. Is it because I leave the dates blank for people that are not hired? I’ve tried to add an additional sheet to show other data and moved the dashboard closer to the left, is that causing the errors? Do I have to go back in and enter hundreds of candidates one by one? Kind of at my wits end right now.

    Reply

  • Hey 🙂 really good template but I’ve got one issue – how can I leave some of the fields empty without creating an error? For example if a candidate didn’t have to do a certain stage throughout the interview proccess. Is this possible? Otherwise the dashboard doesn’t display it because it’s an error. thank!

    Reply

    • Thanks for your feedback. Glad that you find it useful.
      Currently the date fields are required. Please enter the previous stage’s date if a stage is skipped.
      In the next version of the template, we will auto-calculate missing stages.
      Please let us know if any questions.
      Thanks & Best wishes.

      Reply

  • hello
    i have several rows that are not showing up is there a way to unhide them or show 6-62 are not showing up

    Reply

  • Hello,
    This seems like a very interesting template for my HRs!
    A question though: in our process, we interview candidate and then assign them to possible project but it seems in your template it works the other way around. So it means a candidate can be applied to multiple positions.
    Do you think we could still use your template properly?

    Reply

    • Thanks for your interest.
      This template is designed to track candidates for specific job/position. If a candidate can be considered for more than 1 job (for example 3), then the candidate will be entered for 3 jobs separately. I am not sure if your reference to Project is similar to a Job/Position. The template also allows same candidate to be hired for multiple positions.
      Please let me know if any questions.
      Best wishes.

      Reply

    • Thanks for your message.

      “DT” means date. The dates when interviews are held.

      Best wishes

      Reply

  • the “applicant tab”, is it limited to a certain number? After 37, the solid line that is normally below the new applicant doesnt move down, nor are the columns (from row 37 and down) formatted for “date”. They all say “general” instead. Im sure i can have more than 36 apps, right? I use this for a trucking company that hires multiple positions.

    Reply

    • Thanks for using our template.

      The data is entered in a table format. Please extend the table down and the data format would be extended.
      If it still does not work, please email your file along with the list of issues to contact@indzara.com

      Best wishes

      Reply

  • Hi,
    I have filled all the information required but the dashboard is completely blank. Why is this happening?
    Thanks

    Reply

  • After reading and watching your intros, I really like this template. However, I would like to take it a bit further. Does the template come protected or can I customize it further?

    Reply

    • Thanks for your interest in our template.

      As a whole, you can use this template after buying. You can make a few changes as needed. However, the stages of recruitment are limited. Also, while making changes, ensure that you do not delete any formula.

      Best wishes

      Reply

  • Hi,
    I am unable to get the dashboard to populate. I have no errors, and I watched the video on the most common causes of not populating. I can’t find any issue that would be the cause.
    I do have jobs in Open, Completed, and Cancelled status. I also have populated eighteen applications in hired and not hired status with no errors.

    Reply

    • Thanks for purchasing our template.

      Please ensure that you have filled the dates for each stage. Also, the job posting date should be prior to dates of any stage.

      In case it still does not work, please email your file with the list of issues to contact@indzara.com

      Best wishes

      Reply

  • Hi, how can I add a couple of stages? Such as, final interview and credentialing?

    Reply

    • Thanks for your message.

      As of now, this template can handle 6 stages. You may rename a stage. We might be able to add more in the future release.

      Best wishes

      Reply

  • Hello,
    My question is regarding the reporting dashboard. If I am looking for reporting by specific job do I need to use a separate worksheet per job? Are you able you sort data so the dashboard report can provide total activity or per job?

    Reply

    • Thanks for your question.
      The Dashboard has several filters such as Job Location and Job Title that allow narrowing down the scope. If you need a specific job ID, please try the JOB REPORT sheet, which shows metrics for one Job ID and candidates for the specific job and specific Recruiting Stage. Also, in the Applications sheet, you can filter by Job ID to see all the applications for that Job ID.
      Please let us know if any questions.
      Thanks & Best wishes.

      Reply

    • The language cannot be easily changed across the entire template. Most Input data can be entered in any language and is not a problem. However, there are certain specific values such as Application Status values that are used in formulas. Using a different language input will require changing those formulas as well.
      To only enter input data such as Employee Name, location, etc. in a different language is fine. Completely converting every word in template to a different language will not be easy.
      Thanks & Best wishes.

      Reply

  • Hi,

    Is there a possible way where I dont need to input ALL my candidates applications name etc (rejected candidates) as its hundreds for each role. Can the calculations for the dashboard be still done without this info?

    Reply

    • Thanks for using our template.

      The dashboard considers all the applications received, also, the reports will not show you the clear picture.

      Best wishes

      Reply

  • Hi

    I have downloaded the Calendar 2017, I want to modify the names of the months and the days names this due I wanted to use it for RPG game can you explain me where is the data and how I can modify.

    Reply

  • The calculating fields are no longer pulling the data across to show me the number hired/number to hire/days in market/number of apps despite still entering new jobs in exactly the same way as always- it worked fine up to job/row 117 then it stopped. Any help would be appreciated

    Reply

    • Thanks for using our template.

      A broken link could be a reason behind this. Please check the links and the formulas.

      In case the problem persists, please email your file along with the list of issues to contact@indzara.com

      Best wishes

      Reply

  • How can I add more recruitment stages? I need 10 different stages

    Reply

    • Hello

      As of now this template supports six stages of the hiring process. You may rename a stage. In our future release, we might add more stages.

      Best wishes

      Reply

    • Thanks for using our template.

      The template is designed to handle six stages now. In the future, we might add more stages. However, you may rename the stages as per your requirement.

      Best wishes

      Reply

        • Hello

          As of now this template supports six stages of the hiring process. You may rename a stage. In our future release, we might add more stages.

          Best wishes

          Reply

  • How do I continue the drop down for “Hired” or “Not Hired” throughout the spreadsheet? Appears as though the field no longer lets me and I have to type in manually.

    Reply

    • Hello

      This can be due to the deletion of some lists in the hidden columns. Please ensure none of the formulae, links are broken. You can download a fresh copy or send your file with the list of issues to contact@indzara.com

      Best wishes

      Reply

  • Hello there,

    It’s a great dashboard, however I would like to replace the title stage “Onsite Interview” to “Pre-Employment Tests/ Checks”.

    It’s just a header change in the dashboard and I don’t know how/ where to do it; please assist.

    If this is not possible please process the refund.

    Thank You, Rui

    Reply

    • Hello
      Please change the stage name in the settings tab. Then change the same in corresponding columns. Finally, the dashboard has images for each stage, which you need to update.
      Best wishes

      Reply

  • The template works great! the only thing i can’t get working is the pipeline efficiency of hiring and the monthly metrics. they don’t show any data on my dashboard, can you please help?

    Reply

    • On the application sheet the HIRED DATE (green colored) gives an error on its formula. It states that there are existing arrow or a circle reference is in the code…

      Reply

    • Hello

      Please ensure that you refresh the data to get the pivots active.

      Thanks

      Reply

  • Good Morning,
    I am interested in downloading the invoice tracker from small business. Unfortunately it’s not letting me download it. Can you give me a suggestion on downloading it or can you email it to me at msvjack@gmail.com? Thanks!!

    Reply

  • HI, great spreadsheet, easy to use. Can I change the word Application to Applicant throughout the spreadsheet ? Or, would this affect the functionality? Thanks..

    Reply

    • Hello

      The name of the sheet is used in formulas for calculation, hence, it might affect the working.

      Thanks

      Reply

  • Hi, I am loving this tool and get so much valuable data out of it. In the cost per hire, is there a chance I can add or have added another area where I can track the relocation costs for the candidate, I want to be able to keep this separate from the other costs like agency and advertising costs. Can this be done?

    Reply

    • Thanks for sharing positive feedback.
      The cost of hiring can be added in the cell or you can add the data in different sheet and show the sum in the cost column.

      Best wishes

      Reply

  • I try to refresh data and this message appears.

    Please walk me through the process of how to refresh data or I will need a full refund for my purchase.

    Can’t open PivotTable source file ‘/Users/alex.phelps/Downloads/Recruitment Manager D_Cloak:C_For_Hire.xlsx’

    Thank you,

    Reply

  • I’ve had great luck entering data in the “Jobs” tab, but when I start to enter data on line 45 I receive this error message “this operation is attempting to add or change an array formula, which is not supported in the browser”. Please note there is a thick black line right under line 44. It appears that any job numbers added under line 44 does not appear in the “Applications” tab. Hope this makes sense and you can help. Thank you!

    Reply

  • My dashboard is not updating correctly. I have hit refresh all and I’ve been sure to not edit any of the formulas. I can send screenshots if necessary.

    Reply

  • On the HR Recruitment Manager Template if purchased can I track multiple openings within the same workbook?

    Reply

  • I purchased your tool / template – Can we get Gender Diversity Ratio against the target incorporated too in the template?

    Reply

    • Thanks for using the template.

      We have noted your feedback. We will try to add this feature in the future releases.

      Best wishes

      Reply

  • Hi there – Can I customize the application source? If so, is there a how-to video? Thank you!
    Teri

    Reply

  • Hello,

    I am new to excess and need a excel file that can list permit number, permit address, review, inspection date, final inspection, etc. Do you have any recommendations?

    TW

    Reply

    • Thanks for your interest in our templates.

      We do not have a template that has the above features. We might come up with something similar soon.

      Best wishes

      Reply

      • I have a question about a calculation that seems to be incorrect in the small business template I purchased for sick and vacation time tracking. How can I get help with this?

        Please advise. Thank you!

        Reply

  • Hi,

    I want to buy HR performans managment evaluation form, buy I cant find this template in your site. Can you help me?

    Reply

    • Hello

      We do not have an HR Performance Evaluation form yet. We might come up with something similar in the future.

      Best wishes

      Reply

  • REALLY THIS IS A GOOD ONE..BUT MY PROBLEM IS THE DASH BOARD IS NOT SHOWING THE EXACT DATA AND ALSO IN THE APPLICATION SHEET COMPLETED YEAR AND MONTH IS SHOWING 1900 1 WHERE AS ALL INPUT ARE FILLED IN CORRECT DATE.
    DASH BOARD IS NOT SHOWING THE EXACT FACTS.

    Reply

  • Hello Team,

    I am having issues with the Dashboard. The pipeline efficiency of hiring is not populating. The rest of the fields are refreshing.

    please advise.

    Reply

  • Hello I buy this template for rental but I can set up can you tell me how to do it or any cell that I can call you ways

    Reply

  • Hi,

    I recently downloaded the Recruitment Manager template. I was wondering if it’s possible to get the excel file you’re reviewing in the product video demo, it would be very helpful to have the file as a reference for how a completed document looks and works.

    Thank You in advance for your help.

    Reply

  • Hello,
    Excellent work on this template!

    Is it possible in the Dashboard to change The Recruitment Funnel from percentage to numerical ?

    Reply

    • Hello

      Thank you for your feedback.

      It would require modifying data for the funnel chart. The numerical values are in the hidden HELP sheet.

      Best wishes

      Reply

  • I’m needing assistance with the Recruiter Manager spreadsheet. I am receiving a lot of errors when I use the applications page; therefore, it won’t allow me to see the actual information on the dashboard and job report. I am running on macOS High Sierra Version 10..13.5/Excel 2016. I have an application status and a decline reason. I have reviewed the step by step instructions and still can’t figure out why it is showing an error. Can you help, please?

    Reply

  • I added my 5 Developers, line by line (#4-8), in the Resources tab, but a roll up of the calculation doesn’t show. Why do multiple resource of the same skill group from the Resources tab not calculate on the Capacity or Surplus Deficit tabs? I can insert add other additional resources of the same skill group and they calculate, but not for the 1st sill group in my list (which is the most important).

    Reply

    • Thanks for purchasing the Resource Capacity Planner template. Thanks for emailing the file. I have responded to your email with screenshot. Please respond to the email with any questions.
      Thanks & Best wishes.

      Reply

  • Can the Recruitment Manager be converted to a google sheet? Or shared in a google drive with others?

    Reply

    • Hello,

      This template works on Excel. Its performance will be compromised if used over Google Drive.

      Best wishes

      Reply

    • Hello

      Please share the email id used to purchase the template or the order id.

      Best wishes

      Reply

    • Yes, it is one-time purchase. There is no recurring fee.
      Best wishes.

      Reply

  • Hello,

    I need to hide the formulas or the column that contain formulas ( don’t want them to appear to my data entry assistant) , but the moment I do that by protecting the sheet … the sheet stop working , as when I enter a new row by adding new JOB ID nothing changed…but when I unprotect the sheet everything goes back to normal

    P.S I made sure that I select which cells to be locked/hidden and which to be edited( unlocked) from the format cell options.

    Thanks.

    Reply

    • Thanks.
      The auto-expanding feature of Tables are disabled when we protect the sheet. That’s why I had to leave the sheet unprotected. This is a feature that Microsoft has not implemented yet in Excel.
      If you would like to not show columns, please hide them.
      Please let us know if there are any questions.
      Best wishes.

      Reply

      • thanks a lot for your reply, I have purchased this template but I haven’t received the coupon for the offer of buy one get one for free till now.
        thanks

        Reply

  • I ordered the Recruitment Manager yesterday and the dashboard worksheet is not updating as data is being entered into the other worksheets. I have refreshed all data and it is still not working. Please advise

    Reply

  • Hello,

    We have recruiters at multiple locations ,who may need to update Recruitment Manager data simultaneously.
    What is the suggested way to resolve this

    Thanks
    Madhu

    Reply

    • Hello

      The template is designed to work in a standalone environment. You can share the file using OneDrive. However, only one person can update it at a time.

      Best wishes

      Reply

        • The file is a regular Excel file and it can be posted on a shared drive in your organization and multiple users can view/edit at different times. The file cannot be copied though.
          Best wishes.

          Reply

    • Hello

      The cost is not calculated anywhere in the template. You have to enter the amount that incurred to hire towards that position.

      Best wishes

      Reply

  • Hello,

    The ‘completed date’ column which is a calculated field isn’t populating which is affecting the dashboard. How can I fix this?

    Reply

    • Thanks for purchasing.

      Is it not populating for one job or all jobs? Please check if you have any applications that are HIRED in the Applications sheet. If we enter a Job Status as COMPLETED, and if there are no HIRED applications for that job, then Completed Date will be invalid. Once you have a HIRED application, it should populate correctly.
      If there are further questions, please email contact@indzara.com with the file.
      Thanks & Best wishes.

      Reply

  • Do you have this for 2007, something similar, or will this product work with 2007?

    Reply

    • Hello

      Since we have not tested the template on Excel 2007, we cannot assure you if it will work or not. The template requires Excel 2010 and later for Windows and 2011 or later for Mac environments respectively.

      Best wishes

      Reply

  • hi
    In the Terms used the Definition of APPS PER HIRE the = Applications Closed / Hired

    but in the cell ( = Hired Position /Received Application

    what is the correction ?

    Reply

    • Thanks.

      It is (Applications Received / Hired Positions). The Help Terms sheet will be corrected.

      Please let us know if there are any questions.

      Thanks & Best wishes,

      Reply

  • Great – thanks.
    In the dashboard, how do the filters work? I don’t seem to get anything populating on it. Do I have to unlock something?
    Thanks

    Reply

    • The filters allow us to narrow the data being used for calculating the metrics displayed in the Dashboard. We don’t need to unlock anything.
      Please check if you have refreshed the calculations (Refresh All in the DATA ribbon). If there are further questions, please email support@indzara.com with the file.
      Best wishes.

      Reply

  • I tried hiding some of the cells and saved the document after. Now I am unable to “unhide” the cells. Please let me know how I can access the hidden cells.

    Reply

    • Hello
      Did you change the password. The default password is “indzara”
      Best regards

      Reply

  • Hi, I had no problem when I add first Application to Applications sheet but when I try to add second one, APPLICATION SOURCE column does not force me to select valid sources from Settings sheet. I can enter whatever I want.

    Reply

  • Am I able to enter a list of pre-selected job titles so they appear in a drop-down box like the ‘application source’ or the ‘decline reason’?

    Reply

    • Hello
      The calculations and referencing are done based on job id, which will be unique. You can add validations to the “Job Title” column to get a drop down. However, you might have to change the details at different locations. Hence, we will advise to weigh your options before making any major changes.
      Regards

      Reply

  • Thank You so much for the template, I watch the video and i have a q before purchasing it, i can copy it to my flash memory or hard drive or its protected for any reason.

    Reply

    • Hello
      Thank you for your interest in our template.
      You can copy it on hard drive or flash memory.
      Regards

      Reply

  • Hello,
    How can I add more options besides COMPLETE/CANCELED to STATUS in the Job sheet? Thank you!

    Reply

    • Hello
      Thank you for using the Recruitment Manager Template.
      You can have other options added to the “Status” in the job sheet. However, you have to ensure that same status is available in the “Dashboard”
      Hence, to keep it simple we have used Complete/Cancel and Open status.
      Regards

      Reply

  • Hi, am I able to create a drop down selection (put the data in the settings tab) for the Location field (for data integrity) without compromising the tables?

    Reply

    • Hello
      Thank you for using our template.
      You can create a drop down for locations cell. It will not effect the tables and their calculations.
      Best regards

      Reply

  • Can this be used in Google Sheets or will parts of it not transfer into Google Sheets?

    Reply

  • Hi. Appreciate if your team can assist me to enable editing my recruitment manager excel without convert the file to Read only. I’m sharing this file with my staff in our server but when she open the file, it shows the file is protected view. She did click on enable editing, the file auto convert to Read only even though I’ve already done unprotected view from my PC. Thank you.

    Reply

    • Thanks for purchasing.
      There is no built-in feature that would prevent unprotecting. If it works fine in your computer and not in your staff member’s, it could be the computer and Excel version. Can you please let me know your staff member’s Excel version and Operating System?

      Please let me know.
      Thanks & Best wishes.

      Reply

  • Hello,
    Excellent work on this template!
    I’ve inserted two columns in the Jobs Report tab in order to pull in Cust Col 1&2 from the Applications tab (phone number, email). Although the array names have been updated to point to the correct column, a #NUM! error is the result when pasting the formula into the new columns. What am I missing? (Excel 2016)
    Thanks!

    Reply

  • Hey!
    I just purchased the template however the Dashboard is not working.
    I’m using Excel 2013 on Windows 10

    Reply

    • Sorry, not everything can be changed easily to Arabic Language. Some things such as values used in Status columns need to be in English for the formulas to work.
      Best wishes.

      Reply

  • I’m not able to purchase this. The site is declining my credit card for some reason.

    Reply

    • I am sorry about that. Please try PayPal if possible. I have emailed you about this. Please reply to it with specific error message you are receiving. I will do my best to help. Best wishes. Thank you very much for your interest in the product.

      Reply

  • Hi! I just purchased the template however the Dashboard is not working. It won’t let me see the graphs, charts. I’m using Excel 2010 on Windows 10

    Reply

    • Thanks for purchasing. There are a few reasons why the dashboard may not display. I have explained the data entry in the user guide https://indzara.com/2016/07/user-guide-enter-data-recruitment-manager-template/ Please ensure that there are no errors (column Q) in applications sheet. Please refresh the calculations by Refresh All in Data ribbon. I have emailed you this information as well. If you need further help, please email me the file with data. Best wishes.

      Reply

  • In addition to the standard information aligned by candidate and job status, I need to track other associated information/notes for individual Job ID’s, e.g. notes regarding hiring manager contacts, other activities connected with the job, and may or may not be connected to a candidate.

    How could I do this?

    Reply

    • We can enter additional columns of information in both Jobs and Applications sheet, as needed. There are already columns named CUST COLUMN which we can use or we can insert new columns as well.
      In the Applications sheet, except between the 6 stage date columns, we can insert columns at other places.
      Please let me know if there are any questions. You can also email me at indzara at gmail. I will be happy to answer.
      Best wishes.

      Reply

    • It depends on how we capture the cost of the source in our business scenario. For example, we could add the cost in the Applications sheet for each application. Then, we can sum up that cost for each source.
      Please let me know if there are any questions.
      Best wishes. .

      Reply

  • Hi! I just purchased the template however the Dashboard is not working. It won’t let me see the graphs, charts. I’m using Excel 2010 on Windows 7.

    Thanks!

    Reply

  • Can we use this templet (Recruitment Manager Excel Template V2 ) for Multiple job opening ?

    Reply

    • Thanks for your interest.

      Yes, you can use the template for multiple job openings. Please let me know if there are any questions.

      Thanks & Best wishes.

      Reply

  • Hi I have just purchased the Recruitment Manager…Love it!!!
    But…. I can’t seem to get the dashboard to work. Doesn’t let me select anything.

    I am using office 2010 on Win7

    Reply

  • Hello,

    I am receiving a lot of errors when I use the applications page; therefore, it won’t allow me to see the actual information on the dashboard. I am running on Windows 7/Excel 2016. I have an application status and a decline reason. I have reviewed the step by step instructions and still can’t figure out why it is showing an error. I just purchased this today. Can you help please?

    Reply

    • Thanks for purchasing. Windows 7 and Excel 2016 should be compatible. I think it should be about missing key pieces of data in entry. I will be happy to help. I will follow up by email.
      Thanks & Best wishes.

      Reply

  • Hello, great template!

    However, it wont let me use the dashboard, as our version of excel appears to be older – can you advise on how to fix?

    Thanks in advance.

    Reply

    • Thanks for purchasing. Can you please let me know the version of Excel and Operating system? I will follow up to your email as well. Thanks.

      Reply

  • Is it possible to upload into and manage this excel within Google Sheets? I have had issues with macros not being supported by Google sheets in the past, but we need a solution that will allow multiple users editing the document.

    Reply

    • Thanks for your interest. The file does not have any macros, but some of the features are not supported in Google sheets. The file can be posted on OneDrive and shared with colleagues. Please let me know if there are any questions. Best wishes.

      Reply

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