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Recruitment Tracker with Dashboard Template

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Recruitment Tracker With Dashboard in Excel by FormatWorks. Download Now

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Summary

HR Personnel, HR Managers and Recruitment agencies can use this template in Excel to optimize their recruitment process for upcoming vacancies. This template comes with a pre-built dashboard which will help in Management Reporting as well.
Features of Recruitment Tracker with Dashboard

Recruiting for a specific position is very hectic process, when you imagine the activities and sub-process involved. Recruitment of an incompetent resource is a business risk. Such risk is can be reduced with optimization in process of recruitment.

Normally, in any company the holistic recruitment process involves;

  • Vacancy Posting/ Announcement
  • Application receiving
  • Filtering and Screening applications
  • Shortlisting candidates
  • Phone/ Call Screening
  • Technical Interview scheduling
  • Final Shortlisting
  • Offer Intent Sharing
  • Onboarding

Now, each component of the recruitment process listed above will have multiple task and sub-task to do and when it comes to multiple candidates, you will have to ensure that all the candidates, recruitment team and their calendar dates are adequately aligned. Thus, recruitment process tracking becomes very crucial. This excel template helps you track each of the process listed above along with the reason for decline (if someone declines at the end) .

Contents of this template

This tracking template comes with three excel sheets, namely,

  • Settings
  • Applications
  • Dashboard

Settings – This contains the stages of process, Application sources and Decline reasons. It is designed and pre-filled with five reasons which pretty much covers the possible reasons and areas. However, you can modify as per your need.

Applications – It covers information of the job title for which the tracker is being prepared, name of the principal recruiter, job announcement date and all the journey details of each candidates. As per the process, each application of the candidate shortlisted will be registered here for the complete journey.

Dashboard – This is the summary of all the actions and activities happening behind the scenes. This is non-editable sheet and is locked for integrity. Source of this dashboard is from the two sheets aforesaid. Hence, you don’t have to worry about the design and alignment. You can use this dashboard for your Management Information System (MIS) for HR Recruitment process.

Download Instructions

Follow the download instructions below, if you need any assistance. You can download this template for free and start customizing or using it. By downloading this template, you also accept our terms of use policy and privacy policy.

Once you download this template, by default, the file/ folder extension will be compressed (zip). You will require decompressing software to get all the template files. You can use 7ZIP, WINRAR etc. Also, ensure that you have the appropriate software installed on your system for the file type you are downloading (e.g., Microsoft Office for DOCX and XLSX files, a PDF reader for PDF files). Now, Right-click on the template file you’ve downloaded and Select “Open With” from the context menu.

You can choose the relevant software/application to open the file. For DOCX files, use a word processing application (e.g., Microsoft Word). For XLSX files, use a spreadsheet application (e.g., Microsoft Excel). For PDF files, use a PDF reader (e.g., Adobe Acrobat). Alternatively, you can double-click on the template file, and it will open in the default application associated with that file type on your system.

If you encounter any issues, ensure your software is up-to-date or consider using an alternative application that supports the file type.

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