PRODUCT

Recruitment Manager – Excel Template

PURPOSE

The Recruitment Manager template is useful for Recruiters and Managers to manage their recruitment process. It is a handy tool to store jobs and applications received for those jobs. It is designed to make it easy to track progress/status of all the applications or candidates. It has a fully automated dashboard which provides the relevant key metrics to analyze and optimize your recruitment process.

REQUIREMENTS

Microsoft Excel 2010 and above for Windows

Microsoft Excel 2016 and above for Mac

 

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FEATURES

  • Simple Design and Easy Data Entry
  • Understand recruitment funnel performance
  • Instant access to active pipeline
  • Identify top decline reasons and top application sources
  • Find bottlenecks in recruitment process
  • Analyze performance using key Recruitment Metrics in Dashboard
  • Compile a job report which shows all candidates’ summary
  • Customize to suit your needs (Stages, Sources and Reasons)

 

BENEFITS

  • A streamlined process to manage recruiting data
  • Save time in data entry due to the simple and effective design
  • Printable dashboard with relevant recruiting metrics to optimize recruiting
  • Save money compared to expensive specialist HR software
  • All within Microsoft Excel. Easy to Extend.

 

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Recruitment_Manager_Excel_Template_V2_Brochure

HIGHLIGHTS

SIMPLE DESIGN & EASY DATA ENTRY

There are only two primary entities to manage (Jobs and Applications).

JOBS

In the JOBS sheet, we will enter each job in a new row with the following information.

HR Recruitment Dashboard - Enter list of jobs
HR Recruitment Dashboard – Enter list of jobs

APPLICATIONS

We enter each application you receive as a new row in the APPLICATIONS sheet.

Recruitment Tool - Enter list of Applications
Recruitment Tool – Enter list of Applications

 

As each application moves forward the different stages in our recruitment process, we track the dates.

Recruitment Stages in Organization - Track recruitment stages
Recruitment Stages in Organization – Track recruitment stages

 

When we make a decision to hire or not to hire, we update the Application Status and enter Decline Reason where applicable.

HR Dashboard Template - Enter Status, Reasons and Comments on Job Applications
HR Dashboard Template – Enter Status, Reasons and Comments on Job Applications

AUTOMATED REPORTING

The DASHBOARD sheet presents a single page summary of key performance metrics.

HR Recruitment Dashboard - Excel Template
HR Recruitment Dashboard – Excel Template

 

SUMMARY METRICS

Summary Metrics include Hired, Applications per Hire, Days to Hire, Cost Per hire, Open positions and Days in Market (for open positions).

HR Dashboard - Recruitment Metrics
HR Dashboard – Recruitment Metrics

 

RECRUITMENT FUNNEL

The recruitment funnel indicates how the candidates drop off during our recruiting process in each stage.

Recruitment Funnel (up to 6 recruiting stages)
Recruitment Funnel (up to 6 recruiting stages)

 

MONTHLY METRICS

We can view the metrics (Number Hired and Avg Days to Hire) for the past 12 months.

Monthly Key HR Recruiting Metrics (Hired and Days to Hire)
Monthly Key HR Recruiting Metrics (Hired and Days to Hire)

 

PIPELINE EFFICIENCY

Days taken for each stage is represented and this allows us to identify if there are any bottlenecks in our process which slows down the entire cycle.

Recruitment Pipeline Efficiency - Time Spent in each recruiting stage
Recruitment Pipeline Efficiency – Time Spent in each recruiting stage

 

APPLICATION SOURCES

We can see the top 8 application sources that contribute successful candidates to us. Understanding which sources are contributing to hiring  (% of Hired) and which ones are the more efficient ones (Conversion Rate) would help direct investment to the correct sources. The template can accommodate 15 application sources in total.

Measuring Job Application Sources - Hired & Conversion Rate
Measuring Job Application Sources – Hired & Conversion Rate

 

DECLINE REASONS

It is always important to understand why candidates did not move forward in the recruitment funnel. This helps the recruiters adjust candidate selections in the future. The template can accommodate 15 decline reasons in total.

Application Decline Reasons for Candidates/Applications
Application Decline Reasons for Candidates/Applications

 

ACTIVE PIPELINE

This provides an overview of the active pipeline – applications that are still going through the process with pending decisions.

View Active Recruiting Pipeline - Stage breakdown
View Active Recruiting Pipeline – Stage breakdown

For example, in the image above, out of the 69 pending applications, 18 are in the Application stage, 21 in the Phone Screen and so on.

 

REFRESH DASHBOARD

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).

Data Refresh in Excel
Data Refresh in Excel

 

FILTERS

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.

HR Dashboard - Slicers (or Filters)
HR Dashboard – Slicers (or Filters)

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.

HR Recruitment Template - Job Report
HR Recruitment Template – Job Report

 

CUSTOMIZE TO SUIT YOUR NEEDS

We can have up to 6 recruitment stages and we can rename them as we need to suit our organization.

Customize Recruitment Stages
Customize Recruitment Stages

 

We can customize up to 15 application sources and 15 decline reasons.

Customize Application Sources
Customize Application Sources

 

Customize Decline Reasons
Customize Decline Reasons

 

EASY TO RETRIEVE INFORMATION

In addition to the DASHBOARD, it is easy to retrieve information from this template. The template uses Excel Tables and we can use the standard filter feature. Here are a couple of ways we can filter the data.

You can easily identify the jobs that are currently open by filtering on status in the Jobs table (Status = OPEN).

Filter to Open Jobs
Filter to Open Jobs

 

To find the list of pending applications, you can use filter similarly on the Applications table ( Application status is blank).

Filter Pending Applications
Filter Pending Applications

 

For support material on how to use the template, please visit its support page.

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