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
- Do not edit calculated cells
- Input Data is always visible & can be edited easily
- Backup by saving file regularly
- Do not rename fields used in Pivot Tables
- 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
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
Thanks for purchasing. Please refer to this blog post on common reasons for dashboard not updating. https://indzara.com/2018/05/recruitment-manager-why-dashboard-not-updated/
If there are further questions, please email file to contact@indzara.com
We have also emailed you this information.
Thanks & Best wishes.
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
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
So multiple users can update the file at different times?
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.
Can you inform me how you are calculating cost for each position?
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
Hello,
The ‘completed date’ column which is a calculated field isn’t populating which is affecting the dashboard. How can I fix this?
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.
Do you have this for 2007, something similar, or will this product work with 2007?
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
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 ?
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,
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
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.
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.
Hello
Did you change the password. The default password is “indzara”
Best regards
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.
Thanks for purchasing.
It appears that the data entered is not inside the table. Please delete rows 7 to 9. Then, enter a number 1 in cell A7. Now, Excel will expand the table and include row 7 in table.
Please see this article on Excel tables. https://indzara.com/faq-items/introduction-excel-tables-data-entry/
I have also emailed you this information.
Best wishes.
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’?
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