User Guide: How to enter data in Recruitment Manager Template?
In this article, we will discuss step by step how to use the Recruitment Manager Excel Template.
DESIGN
The template focuses on two key pieces of input information – Jobs and Applications, entered in Jobs and Application sheets respectively. There are two key output sheets. The Dashboard presents a single page summary of Recruiting metrics, with several ways to filter/drill down. The Job Report sheet allows choosing one job to see the details of that specific job.
OVERVIEW OF STEPS
- Enter info. In Settings sheet (Recruitment Stages, Application Sources and Decline Reasons)
- Enter information of jobs to be filled in the Jobs sheet.
- Enter every application you receive in the Applications sheet.
- As you evaluate each application and move it from one stage to next, enter the date in Applications sheet.
- When a final decision is made on a candidate, enter ‘HIRED’ or ‘NOT HIRED’ in the Application Status column. Enter the Decline Reason if the candidate was not hired.
- When a Job order is completely filled, enter in Jobs sheet: ‘COMPLETED’ in the Status field and cost of filling the Job in Cost field.
- View Dashboard anytime to view the performance of recruitment process (Press Ctrl+Al+F5) to refresh calculations.
- View Job Report sheet for the summary of comments on Candidates for one job at a time.
- (Optional) Use Candidates sheet to store information about candidates.
DETAILED STEPS
STEP 1: Enter Settings information
Recruitment Stages: The template can accommodate up to 6 stages in recruiting process. If you have only 4 stages, just clear the last two values.
Application Sources: This will be the list of sources where you receive applications. You can customize the list as needed. Enter up to 15 sources.
Decline Reasons: This will be the list of reasons we provide when decide not to hire a candidate. You can customize the list as needed. Enter up to 15 reasons.
STEP 2: Enter Jobs
In the Jobs sheet, you will enter each job in a new row with the following information.
Fields available: JOB ID, JOB TITLE, JOB LOCATION, HIRING MANAGER, DEPARTMENT, JOB TYPE, JOB LEVEL, RECRUITER NAME, JOB POSTED DATE, POSITIONS, STATUS, COST
Most fields are self-explanatory. The last three need some explanation.
Positions: This template can handle multiple openings of same title. For example, if you have 3 openings for Graphic Designer, you can enter them in one row and enter 3 in Positions field/column.
Status: When you enter a new job to be filled, enter ‘OPEN’ as Status. When all the positions for that job are filled, enter ‘COMPLETED’ as Status. If the job is cancelled, enter ‘CANCELLED’.
Cost: After the job is filled, enter the total cost incurred in the recruiting for that job.
STEP 3: Enter Applications
Enter each application you receive as a new row in the APPLICATIONS sheet. Start entering from Row 6. Please do not modify Row 5, as it will break calculations.
• Enter Job ID for which the application was sent.
• Enter Applicant name and the source through which you received the application.
STEP 4: Track Progress of Applications
In the next 6 columns, enter the dates on which the applicant crossed each of the recruitment stages.
For example, in the image above, you can see the dates on which each candidate crossed the 6 stages. If a candidate does not reach a stage, please don’t enter anything in that column.
STEP 5: Update Application Status
When a decision is made on a candidate, update APPLICATION STATUS column. Enter ‘HIRED’ if hired or ‘NOT HIRED’ if decision was taken not to hire the person. Enter the decline reason if the candidate was not hired. For example, if the candidate reaches the interview stage but does not get the offer due to ‘Technical’ knowledge , then enter ‘Technical’ as Decline Reason.
Please enter any comments or notes about the application in the COMMENTS column.
Error Checks
While entering data in steps 4 and 5 , please make sure that there are no errors. The template assigns applications as ‘ERROR’ (see column Q named ERROR) if one or more of the following conditions apply.
- Subsequent stage date is earlier. Example: Stage 2 Completion Date is before Stage 1 Completion Date
- Application Status = ‘HIRED’ and all stages are not completed.
- Application Status = ‘NOT HIRED’ and a stage is missing. Example: Stage 4 has Completion Date but Stage 3 does not have a Completion Date.
Those Applications with ERRORs will not be reported in Dashboard.
STEP 6: Update Job
When a job order is fully completed, go back to the Jobs sheet and update.
Status: When all the positions for that job are filled, enter ‘COMPLETED’ as Status. If the job is cancelled, enter ‘CANCELLED’.
Cost: After the job is filled, enter the total cost incurred in the recruiting for that job.
STEP 7: View Dashboard
View Dashboard anytime to view performance metrics. The dashboard is fully automated. Since it uses pivot tables for calculations, we have to refresh it whenever we added/updated input data on Jobs and Applications. Please refresh it by (DATA ribbon –> Refresh All button) or keyboard shortcut (Ctrl+Alt+F5).
The dashboard is very flexible as it allows you to drill down using the filters. There are 10 filters/slicers available to analyze the data in detail and make smarter business decisions.
If the dashboard does not reflect the data entered, please refresh the calculations first. Then, check if there are ERRORs in the Applications (see column Q).
STEP 8: View Job Report
In the Job Report sheet, we can choose a Job ID and view all details for that one job. We can also see the Candidates and comments for each stage. This can be a useful tool to have a meaningful discussion with the stakeholders on the applications and thus take decisions.
STEP 9 (Optional): Enter Candidates’ data
The Candidates sheet available is optional. We can store candidates’ contact information and other notes such as Skills, Strengths and Weaknesses. We can add new columns as needed.
63 Comments
Hello!
indzara is not recognized as the password to unprotect the dashboard – All I would like to do is – use our company theme.
Susanne
I just now tried ‘indzara’ as password to unlock and it worked. If it doesn’t work for you, please email the file to support@indzara.com and I will take a look.
Best wishes.
Hi, is it possible to unlock the page for the dashboard so I can change the colours for our company?
Yes, you can unprotect using indzara as password. Please let me know if there are any questions. Best wishes.
Thanks, Thank you for the great template! Under the Job Report, can all candidates be listed on one page in different stages?
Or is there another way to create a list of all candidates per Job and in what stage they are in?
Thanks!
Brandi
You are welcome. I am glad that you like the template.
In the job report, we can view only candidates for a selected stage. To see all candidates for a job, please try the filters available in the Applications sheet. If you filter on Job ID, you will be able to see only candidates for the job.
Please let me know if there are any questions.
Best wishes,
The recruitment funnel is not updating properly. its only showing result for the applications for whic we update the status as hired or not hired. Otherwise, no response even after updating stages.
Thanks for purchasing. The recruitment funnel represents only applications where we have taken a decision on (hired or not hired). Applications where we have not made a decision, will be shown in the Active Pipeline at the bottom of the dashboard.
Please let me know if there are any questions. Best wishes. Thanks..
Thank you very much for your prompt reply. Is it possible for the user to add additional columns in worksheeet named JOB to enter details like experience reqd, nationality preference, salry range etc. in the current i Only see 02 columns for customising. if I need more what’s the solution?
You are very welcome. Yes, we can insert additional columns in Jobs sheet and that will not break any of the formulas.
If inserting columns in Applications sheet, we should not insert between the six stage date columns. We can insert before them or after them, without any problems.
Please let me know if you need help. Thanks. Best wishes.
Hello dude,
i have purchased and i want to ask about =HELP!
Where’s it referred ?
Thanks
Thanks for purchasing. HELP is a hidden sheet where calculations are done.
Best wishes.
Hello,
I purchased the program, it is very useful thank you. i faced some issue, I have emailed you regarding this, i hope i can get a prompt answer.
Thanks for purchasing. I had emailed you a response. Please let me know if there are any questions. Best wishes.
On the Job Report Tab when you select the Job ID, should the candidate inform automatically populate?
Thanks for purchasing. We have to choose JOB ID and the Stage (towards the right of the sheet). Then the candidates in that stage for the Job will be automatically listed.
Please let me know if there are any questions. Thanks. Best wishes.
The job report does not populate results is there any hidden procedure?
Job Report will update automatically if the Job ID and the Stage are entered. If you have entered both inputs and the report has not updated, please let me know. Thanks & best wishes.
I have same issue. The comments do not populate in the job report tab not matter what stage the applicant is. I add comments after phone interview stage and comments do not populate in the job report tab.
Thanks.
Can you please confirm that you have entered the comments in the Applications sheet? In the Job report, can you see the candidate names but not the comments? Please let me know. If possible, please email file with data. I have emailed you as well.
Best wishes.
I’m curious about putting the number of positions in the positions field. If I have 10 openings for one position they are going to be filled at different times. If I put all of those openings in one line and only use COMPLETED when all 10 are filled, then my time to fill will be according to the last position filled. Wouldn’t it make more sense to keep them separate so that I have a time to fill for each position?
Thanks for your question.
The template calculates the ‘Avg Days to Hire’ based on each position hired. So we will look at each of the 10 hires (not based on only the last position filed) and average the time it took.
If all the 10 positions are posted in the job market at the same time, then it would be more appropriate to enter 10 in Positions field.
Best wishes.
Quick question. I see in Job level you have A, B, C. Is this mandatory and what does it mean?
Am I able to make my own job level entries or does it have to be A, B, C?
Thanks for your question. Job Level is not mandatory. You can choose to ignore this field. I have seen companies use Job level to segment jobs by pay scale, titles and/or benefits. The values can be anything and do not have to be A, B,C. Please let me know if there are any questions. Thanks & Best wishes.
Thank you so much!
Please make it available for Excel 2011 for Mac
Thanks for the comment. I am sorry that this is not compatible with Excel 2011 for Mac. Microsoft didn’t provide ‘Slicers’ feature until 2016 for Mac. This will prevent any sort of filtering on the dashboard. To create all those filters without Slicers will be very difficult and complex. Best wishes.
I Really need help with solving an error on the template how soon someone contact me at 713-857-8032
I have emailed you about this. Please reply with file and the specific questions. I will be happy to review and get back to you.
Thanks. Best wishes.