Recruitment Tracker 2023 – Free Recruitment Template in Excel
Are you in the process of recruiting for an open job/position? If you are looking for a simple and effective solution to manage the recruiting process and truly understand its performance via effective Recruiting metrics, I have good news for you.
Download this simple hiring tracker Excel template to track status of the applicants (candidates) in an organized way. Get an instant view of how many applicants are in the pipeline of this recruiting pipeline template and where in the funnel applicants are dropping off. You can also easily view the top reasons why candidates were not selected using this hiring tracker.
Recruitment Tracking – Simple & Effective.
This Excel template is designed for Microsoft Excel, but if you are looking for a Google Sheet template, please visit Recruitment Tracker in Google Sheets.
If you are looking for a Google Sheets version, please see Recruitment Tracker for Google Sheets.
To manage multiple jobs with more features, please see the new Recruitment Manager Excel Template.
This recruitment tracker template in excel 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 (Candidate) 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.
When the job is not filled yet, the metrics will display as below.
The status will be displayed on the top left as HIRING.
Number of Applications and Days to Hire (or Days in Hiring) will be displayed at the top.
You can see the active pipeline (applicants or candidates whose application status is not CLOSED). For example, in the image below, there is 1 candidate in APPLICATION stage, 4 in PHONE SCREEN, 1 in INTERVIEW and 1 in OFFER stages.
As you are hiring, the funnel will represent only applicants whose status is CLOSED.
After a candidate has been hired, the Summary Dashboard changes slightly automatically to reflect the recruiting metrics. You can record that hiring is complete by entering the Hired Applicant name and Hired Date information.
The summary will display the status as HIRED and will show the Recruitment metrics – Number of Applications and Days to Hire.
After hiring, the recruiting funnel represents all applicants (not just Closed status). 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 recruitment report template excel 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 this recruitment tracking spreadsheet template, please share with your friends.
If you are looking to manage multiple jobs and get advanced reporting, please try Recruitment Manager Excel Template
How to create recruitment tracking in Excel?
After publishing the free template, I received many requests for step by step instructions/tutorial on how to build this recruitment tracker template and track recruiting in Excel? I developed a 4-part video series explaining every single step of creating this recruitment template. Please watch the video playlist below.
How do you keep track of an Employee joining a company using Excel?
Recruitment process of an employee doesn’t stop at receiving the offer, it can only complete if the employee successfully joins for work in the company. During the initial stage every employee has to go through a defined process before joining office.
Use a simple checklist to track the employee process.
Highly appreciated what a way of teaching Sir would you please teach me how to make KPI in organization .want to make dynamic chart
Is it possible for the employee information to be placed on a separate sheet , instead of below the dashboard?
Thank you for using our template.
You can cut the entire table and past it in a new tab.
I would like to see incoporated some space for internal recruitment tests (in house tests)
Thanks for using our template.
This template is designed to handle a single vacancy and up to 4 stages of the recruitment process. You may review our premium template ” Recruitment Manager – Excel Template ” at https://indzara.com/product/recruitment-manager-excel-template/, which can handle multiple vacancies and up to six recruitment stages.
You have built nice template however we are dealing with many category of vacancy with huge quantity simultaneously, How you could support us to track the recruitment process to keep the data updated in easy way
The free template which you considered for the demo video consist only one category with single quantity which is not beneficial for us. also we required more process from CV screening, approval of cv , preliminary interview by our comapny, second round client interview, hired, visa issues, medical completed, visa stamped, ticket booked, deported from hme country, iqama prepared, Plant ID prepred, Mobilized to sit etc
Thanks for your interest.
Please review the premium Recruitment Manager template https://indzara.com/product/recruitment-manager-excel-template/ which allows for more stages, and also supports multiple jobs with multiple positions in each job.
If you need further customization, we also take on custom development. Please reach out to email@example.com with requirements for an estimate.
We look forward to hearing from you.
In the premium Recruitment Manager template, how many position will it hold? I’m currently recruiting for 20+ positions.
Thank you for showing interest in our template.
There is no limit on the number of position. It is only limited to number of recruitment stages (10).
is it possible you show post tutorial step by step how to create such recruitment template for multiple jobs
Thanks for your message.
Please review our Recruitment Manager – Excel Template at https://indzara.com/product/recruitment-manager-excel-template/. It can handle multiple vacancies.
1. If there are four or five positions under one job title how to update as the Hiring stage closes to hired?
2. Source of candidate is missing?
3. how to add one more selection process if required?
This template is designed for a single vacancy. Please review our premium template at https://indzara.com/product/recruitment-manager-excel-template/
The template is not automatically updating can you help me
Thanks for using our template.
Please ensure that you have updated the fields as advised in the blog. Also, ensure that none of the formulas or links are broken. In case you still face any issue, please email your file with the list of issues to firstname.lastname@example.org.
Can you adjust the template to manage multiple hires for the same position?
Thanks for using our template.
Please review our premium template Recruitment Manager – Excel Template at https://indzara.com/product/recruitment-manager-excel-template/.
This template can handle multiple hires for the same position.
I’m trying to make multiple tabs for different positions on the excel file. When I copy and paste a tab to a new tab the formulas won’t stay. For example the days in hiring is incorrect and the active pipeline table doesn’t work. Can you create multiple tabs for different positions without messing up the forumulas?
Thanks for your message.
This feature is available in our premium recruitment manager https://indzara.com/product/recruitment-manager-excel-template/
any discount in the recruitment manager premium report price?
Thanks for your interest in our template.
We do not have any offer for this template now.
However, under Buy One, Get One Free: You will then receive a coupon code with an equal discount value as the paid amount. For more on offer details, please visit https://indzara.com/2015/03/buy-one-write-review-get-one-free/.
is the Recruitment tracker meant for only one Job title? can this tracker summarize how many job positions and candidates that have been interviewed in a year?
Thanks for using our Recruitment Tracker, which is a free template with very limited features. It can handle only one vacancy at a time.
We have a premium template named Recruitment Manager – Excel Template, https://indzara.com/product/recruitment-manager-excel-template/. This can handle multiple vacancies and generate reports as needed