How Do I Create a Recruitment Tracker in Excel?

Recruiting is often a daunting task of managing sourcing and pre-screening possible hires. The good news is that it is easy to make templates that will help you in your hiring process. This article will explain instructions on how to use templates and monitor the data of a project.

Using an applicant tracking system (ATS) and excel recruitment templates can simplify the undertaking and make it easier for you to keep track of the status of any potential applicants throughout the recruitment process. It’s also a helpful tool for vetting your company’s hiring method and streamlining the hiring process.

Identifying the Stages of a Recruitment Tracker Excel Template

The top of your recruitment tracker excel template should include the details of the position, such as where it was posted, the job title, and the date posted. You may find it helpful to have a countdown timer to keep your deadline in focus.

The first columns for your excel spreadsheet are the candidate’s name with the surname first for easier sorting and their contact information. The next column is the status.

Undoubtedly, there are set stages in your organization’s recruitment and these should be related to the tracker. Those are the basis for your ATS dashboard for any job position.

Typical Points Along the Path for a Recruitment Tracker Template

  • Application
  • Online skill testing
  • Phone screen
  • Background check
  • Interview One
  • Interview Two
  • Offer
  • Hire

A dropdown box that includes the stages that your company uses will simplify this task and project management tracking. It should also have an option for identifying candidates that did not meet the position’s criteria.

We suggest using another dropdown box with a shortlist of reasons. That’s a vital piece since it can point out other recruitment issues, such as unsatisfactory sourcing or the wrong market for a job posting.

Try to make a recruitment tracker excel template or use google sheets to optimize your recruitment process.

Using a tracker can identify other bottlenecks or failures within your hiring process if you’re not getting the results you’d like in a pipeline. For example, if you find that the online skill testing isn’t doing an adequate job of identifying poor fits, you might revamp the process or drop specific steps to make it more efficient.

Having specific recruitment metrics in place will allow for greater organization and understanding of where a project is at.

Incorporating automated functions is another way to make the dashboard more efficient and remove the bias that can sway hiring decisions at your business.

Pre-screening job assessments can also weed out unsuitable applicants for the company culture early in the employee selection process and save time.

Setting Parameters

Monitoring dates is a critical function of your ATS. A missed interview is a lost opportunity. It’s also essential for keeping your recruiting process on track for onboarding.

Each stage must include a date so that everyone on your team knows how the process is progressing at a glance.

Some recruiters find it helpful to also have data such as the interviewer’s name and interview scores so that there is a central summary for all of this recruitment information. Again, using simplified options and a recruitment template is preferable for clarity.

You can also add another column for short notes that provide a summary of comments and details. Your ATS provides the framework for evaluating all candidates by the same set of criteria and metrics.

Final Thoughts

Staying organized is imperative throughout recruitment to get the best talent. Often, it involves going outside of the box to find the right fits for your company. Using an ATS allows you to stay on top of the process.

In these days of hiring shortages, it is the best way to streamline the process to make optimal use of your time by having a recruitment tracker template in excel to track progress.

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