Recruitment Tracker Excel Template | Hiring Dashboard Spreadsheet

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Recruitment Tracker Template in Excel. Ready-to-use applicant tracking system to help hiring process. Includes HR reports and dashboard. Works in Mac & Windows.

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TEMPLATE DESCRIPTION

Are you looking for an effective applicant tracking system (ATS)? Here’s our Recruitment Tracker in Excel to to help human resources professionals in making the hiring process easier and more efficient.

This candidate tracking tool can help channel all energies, efforts, and costs in a time and place where we will get the right people and will become a real talent hunter.

What is a Recruitment Tracker?

A recruitment tracker is any software or tool to prepare your applicant list and to organize, monitor and finalize your hiring processes, interview stages and job applications.

What does a recruitment tracker include?

The recruit track dashboard might include a candidate database, a vacancies list, a job application monitoring sheet and a dashboard. Also, a settings section might be useful to make the necessary adjustments to customize the template according to your particular needs. This employee sourcing and management tool will also help you monitor your hiring costs and budget.

With a clear recruitment timeline, you’ll improve your applicant assessment, employee engagement, requisition process.

In summary, a recruitment tracker will include trackers for all talent acquisition process as Preparing > Sourcing > Screening > Shortlisting > Selecting > Hiring > Onboarding.

Recruitment Tracker Excel Template Features:

This spreadsheet lets you monitor the whole hiring and staffing process flowchart to organize your manpower.

This Excel template has four main sections with a clear employee recruitment funnel:

Dashboard:

The recruitment dashboard will give you clear and useful insights into what is the overall situation in the company. Here you can see the number of candidates from the first consideration until hiring, the hiring costs, the active job openings, the percentage of the source distribution of the candidates, and the monthly distribution of job applications.

To show the results and analysis more clearly, the dashboard is divided into two separate parts which are candidates and vacancies statistics.

In order to make everything as user-friendly and efficient as possible, there are some filters for custom reporting. You can display stats based on your monthly selections, based on months & years, years only, job IDs, departments, or based on recruiters. You can also apply multiple or all filters at once, and the charts will update accordingly in real-time.

Please keep in mind that the date filters on top of the dashboard only affect the recruitment pipeline, sources of applications, and final decision charts of candidate statistics.

Note! The year selections will be specified according to the data you have entered on the vacancies and candidates sheets. So, please fill in the data first to be able to select a year from the dropdown buttons.

There is a separate date filter selection for the number of applications by month. If you leave the year selection empty, the chart will show all of the results. Otherwise, you can filter the chart according to the year selection.

Vacancies:

The Vacancies section is where you can add job openings with all the necessary details. Recruitment Tracker Template supports up to 1000 vacancies which are dynamically connected to the rest of the template.

On this page, you can write the opening date, recruiter name, vacancy status, start date, hiring cost, etc for the relevant position. Here it is very important to input dates and costs for the dashboard to give you accurate stats.

Additionally, he error check column will help you while you are filling in the data. Also, please do not forget to check that column to avoid any confusion or duplication in the data.

In summary, this is an open position tracking sheet of the recruitment tracker template.

Candidates:

After configuring the vacancies, you can then add all job applications to the candidate’s pipeline tracker page. In this candidate tracker, you should first select the job ID for which the candidate has applied, and then you can enter all other details. Recruitment Tracker Template supports up to 3000 candidates.

According to the job id you selected, the department, job applied for and recruiter column will be filled automatically. Please do not try to change the grey-colored columns manually.

In addition to the selection phase and decision information, there are 3 informational decision columns: HR View, Hiring Manager View, and Decision Maker View. It is totally up to you whether or not to fill these areas as they’re only for informative purposes. To fill them, just enlarge the grouping for manager views (First “+” sign). Their decision will not be displayed on the dashboard.

**We also added panel decisions in case more than 1 person is involved in the hiring process. You can also keep notes on each step and phase the candidates are in.

Settings for Recruitment Tracker

Finally,the settings section will accommodate unique business needs on your recruitment flowchart. Also, we recommend starting from this part before moving on to other sections.

So, you can change/add/remove the recruiters, departments, application sources, vacancy status, selection phases, and currency. In addition, here you can also change the final decision and hire decision labels in a way that suits you the best.

Here, the selection phases is very important. Here, you will build your recruitment funnel which will be used throughout the recruitment tracker template.

Recruitment Tracker Excel Template Features Summary:

• Recruitment Tracker Dashboard in Excel Template
• Easy-to-use Applicant Tracking System (ATS)
• Track your hiring, screening and vetting processes
• Works both on Mac and Windows
• No installation, ready to use.
• Professional design and suitable for presentations
• On Sheet Instructions
• Print-Ready
• Compatible with Excel 2010 and later versions

Recruitment Tracker is a ready-to-use Excel Template and provided as-is. If you need customization on your reports or need more complex templates, please refer to our custom services.

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PRODUCT VIDEO

Watch the video below to see the template in action! Presentation also includes usage notes, explanations and tips & tricks about the template.

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FREQUENTLY ASKED QUESTIONS

Recruitment Tracker FAQ

Does recruitment tracker template work in Mac system too?

This template is compatible with both Mac and Windows systems, provided that Microsoft Excel 2010 or above is installed.

How do I create a recruitment tracker in the template?

STEP 1 – Decide on the platform – Excel or Google Sheets

You may prefer Excel or Google Sheets versions of the ready-to-use templates.

STEP 2 – Make your adjustments on Settings

On the settings section, you can adjust your preferences.

STEP 3 – Define your vacancies

You can define the open posts in your company. List your vacancies with relevant info such as department, title, opening date, recruiter etc.

STEP 4 – Input your job application data with candidate info

Input your candidates’ info. This may include name, contact detail, application date etc.

STEP 5 – Input your comments after the interviews

You can add any comments from recruiters in order to make the final evaluation.

STEP 6 – Make your hiring decision

This is the final step. You’ll make a decision on whether to hire or not a particular candidate.

STEP 7 – Track your recruitment activities on Dashboard

You can monitor all the recruitment activities on the Dashboard with dynamic charts and filters.

Is recruitment tracker just useful for HRs, or can I also use it for my small business?

This template is helpful for everyone, not just those with Human Resources experience. Even if you are new to the recruitment process, you can make the most of this product by taking time to read the product description, watching the YouTube video, and reading the helpful notes on the Excel template. Making simple changes to the template can ensure you have an effective tool for hiring staff.

How do vacancies statistics get shown on the dashboard?

In order to populate the dashboard with the correct vacancy data, it is essential to define the opening date of each job posting in the Vacancies Sheet.

Is that possible to add more than 1 recruiter? We are an HR company and we have different recruiters.

Absolutely, you can include multiple recruiters in your template in the setting sheet. Simply list their names and you will then be able to pick a recruiter for each job opening in other sheets.

I have more than 50 job vacancies, how I can add more rows to this Excel?

Luckily, you can add up to 1,000 vacancies by simply right-clicking the vacancies sheet and selecting the ‘Insert’ option. This will enable me to include all the necessary rows.

I downloaded recruitment tracker template, but when I want to do any changes, it gives me an error, how should I use it?

Regardless of whether you are in a Single User or Multi-User environment, you are able to make modifications, using the password that we provided you in the email zip file. You can check this link also for more guides. You can also always contact us for your questions: [email protected]

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USER REVIEWS & COMMENTS

32 reviews for Recruitment Tracker Excel Template

1. Lidia Duda – August 27, 2024

   Rated 4 out of 5

   Is it possible to upload a candidate’s resume to the Recruitment tracker for better organization and reference purposes?

   • Someka – August 28, 2024

     Dear Lidia,

     Our Recruitment Tracker doesn’t have a built-in upload feature, but you can Add a column for resume notes or file paths for easy reference.

     • Add hyperlinks to resumes stored on your computer. Note: These links will only work on your device.
     • Add hyperlinks to resumes stored on a shared area. You can use a shared network drive or cloud storage (like Google Drive) for team-wide access.

2. Sharon Cullum – June 16, 2024

   Rated 5 out of 5

   I found the templates to be functional, but they were quite basic. They served as a good starting point, but I had to make quite a few modifications to tailor them to my specific needs.

3. Tyler A.J. – February 2, 2024

   Rated 5 out of 5

   At first, I had some problems with these templates working on my MAC, but the team was really nice and helped me out.

4. Clifton S. Valvo – December 5, 2023

   Rated 5 out of 5

   This thing is simple, clean, and does exactly what it says it will do. It’s exactly what I was looking for.

5. Andrew Y. – September 1, 2023

   Rated 4 out of 5

   That’s enough to manage the hiring process.

6. Abby Howell – June 25, 2023

   Rated 5 out of 5

   We are very satisfied with the Someka templates we use for our HR duties. Their support is also very helpful. I sincerely recommend them.

7. Mary Antic – May 11, 2023

   Rated 5 out of 5

   We are a team of head hunters, I purchased the single user of this template, should I change my license so we can all use it? Another question: Is that possuble to add more than 4 recruiters?

   • Someka – May 11, 2023

     Hi there, thanks for asking, yes you have to change your license to Multi-User. So to do that, please send us an email and we exchange it for you. About the other question, yes, you are surely able to add more recruiters, please check the settings sheet first, then please write down the name of other recruiters, so in other parts of template you can use it.

8. Hamed Jaspal – April 16, 2023

   Rated 5 out of 5

   I like this template, just with few clicks you can find job vacancies, send it to marketing team to make a post for it, then one by one add the candidates and try to make the decision. It is so simple to use. Really recommended.

9. Nicholas G. – March 22, 2023

   Rated 3 out of 5

   can you help with adding source to each of job?

   • Someka – March 22, 2023

     Hello, please follow this: open the candidate’s sheets, and from the source column, choose which source you like and add it from the dropdown menu to your list. If you need more help please get in touch with us: [email protected]

10. Anita – February 8, 2023

    Rated 5 out of 5

    This tool offers you with guidance throughout the process and allows you to record the information you may need at each interview stage. I only need to make a few adjustments, but I can edit it entirely on my own. Thanks!

11. Richard – December 10, 2022

    Rated 5 out of 5

    I love this template also share and work with my peers. I think that I should change my licence_ help me? How?

    • Someka – December 11, 2022

      Hello Richard,

      We would almost certainly upgrade your license from single-user to multi-user. Simply send us an email at [email protected], and our team will get back to you with a link to upgrade your license.

12. Weaam – October 2, 2022

    Rated 5 out of 5

    this tool is really a gamechabnger..

13. Morris – September 16, 2022

    Rated 4 out of 5

    good. a little question, how can change chart color? I urgently neeed show it different colors. Help!!

    • Someka – September 17, 2022

      Hi Morris, After purchasing and unprotecting your workbook, you can self-customize it to meet your specific needs, including changing the color.

14. Danielle99B – September 9, 2022

    Rated 5 out of 5

    Great!!!

15. Kelly – July 28, 2022

    Rated 5 out of 5

    Thank you Someka, we started following up our recruitment process easily via this product. It improved our HR processes. Thank you so much!!!

16. Deania T. – July 12, 2022

    Rated 4 out of 5

    Hi, I’m just testing your recruitment tracker against your template. I’m still unsure how to apply the most of the points. Is there any chance of getting support?

    • Someka – June 13, 2022

      Hello Deania, Please view the template’s tutorial video. If you have additional questions, please contact us at [email protected] Hope this helps!

17. Dalila E – June 9, 2022

    Rated 4 out of 5

    Hi, I am just evaluating your recruitment tracker template and teh vacancies are showing position filled when status is vacant

    • Someka – June 9, 2022

      Hello Dalila,

      It is about position status. Please check the yellow notes from the below image. If you don’t watch, we suggest you watch the template tutorial video.

      Template Tutorial Video: https://youtu.be/1WTyPTJWym4

      

      Hope this helps!

18. Felicity Martinson – February 25, 2022

    Rated 5 out of 5

    Thank you Someka, we started following up our recruitment process easily via this product. It improved our HR processes. Thank you again!

19. MaisyP – February 5, 2022

    Rated 5 out of 5

    nice excel and useful for my work. Can I add an additional navigation button on this excel?

    • Someka – February 5, 2022

      Hello Maisy,

      First, you should unlock your sheet to add any shape, including a navigation button. You may copy and paste one of the existing buttons. When you click on the shape, you may format the colors, etc. from the Shape Format tab:

      

      You may edit the links by Right-Clicking on the button and then select Edit Link. You may give any links from the Edit Hyperlink wizard:

      

      

      Hope this helps!

20. Dion – January 25, 2022

    Rated 5 out of 5

    Great!

21. Cheri A – January 21, 2022

    Rated 5 out of 5

    love this excel! tiny request, how do I add years to my excel spreadsheet’s drop down menu so that I can see them?

    • Someka – January 21, 2022

      Hello Cheri,

      The year dropdowns are automatically changed according to the earliest and latest dates on your Vacancies and Candidates sheets. For example, if we add a dummy title with an opening date in 2025, then the Year dropdown on the Dashboard will extend till 2025:

      

      Hope this helps!

22. Morena – January 17, 2022

    Rated 4 out of 5

    good. a little question, how can change final decision pie chart color? Not hired and no decision colors are almost same. I need change color

    • Someka – January 17, 2022

      Hi Morena, After purchasing and unprotecting your workbook, you may self-customize our products according to your particular needs, including changing colour.

    • Morena – January 17, 2022

      Also, I want to change my chart type, please help me

    • Someka – February 17, 2022

      Hello Morena, Regarding the question you asked, as default, we do not add a feature to change chart type but you can do that using the Excel function easily. Just select the chart -> Go to Design Tab-> Click Change Chart Type. You will see all available charts for the data we’ve visualized and change the chart design as you see fit! Hope this helps! Otherwise please do not hesitate to contact us with any of your questions.

23. Severo P – January 14, 2022

    Rated 4 out of 5

    I purchased this. The only 2019 and 2020 years avaliable in the drop down

    • Someka – January 14, 2022

      Hi Severo,

      The Year dropdowns are totally dynamic in this template; they change according to your data input. If your data for Vacancies and Candidates sheets have only 2019 and 2020 years, then the dropdown on the Dashboard will give you only these years. For example when we add a New Title on 17-02-2022, then the filter on the Dashboard will go till 2022.

      

      Hope this helps!

24. Weaam – October 31, 2021

    Rated 5 out of 5

    this template is really helpful

25. Jake Reyes – August 4, 2021

    Rated 5 out of 5

    Great product and very useful. I just want to know how to change the currency type in the tracker. Thanks

    • Someka – August 5, 2021

      Thank you! Please go to Settings section and write down the currency you want to seel on the Dashboard!

26. Vrushali – March 1, 2021

    Rated 5 out of 5

    I took package for HR-Recruitment Interview tracker .I just want it to be more customized or some more columns to be added like candidate education, experience details etc. Please suggest for that.

    • Someka – March 2, 2021

      Hi Vrushali, Thanks a lot for your interest! Once you download the template you can also modify it according to your needs as well. Additionally, you can use the “comment” column that we have already created to add more info about the candidates. But, if you would like to add more complicated features and you don’t have any knowledge about Excel that much, we suggest you apply our customization process. Best regards,

27. Rosario – February 28, 2021

    Rated 4 out of 5

    said as if we simply want to know what their decision is, open the grouping for management views (first “+” symbol). (Their decision will be hidden from view on the dashboard.) how do I do this where is the first + sign?

    • Someka – February 28, 2021

      Hello Rosario,

      Under the Candidates sheet, you will see two plus (+) signs on the top side of the table. Please see the image below. When you click on these signs there will populate extra columns, which also includes the manager views:

      

      Hope this helps!

28. Wayne Wickham – January 26, 2021

    Rated 5 out of 5

    Can the recruitment dashboard report or filter by Dept.? If not, is the tracker easily customizable to filter by Dept.?

    • Someka – January 27, 2021

      Hi Wayne,

      Thanks a lot for your interest!

      We have put four different filter options on the template dashboard section. But, you can not filter the dashboard according to the department selection.

      

      We have noted your suggestion to consider when we decide to update the template in the future. But, for now, you can apply our customization process to add the filter option you needed.

      Regards,

29. Wilma – July 28, 2020

    Rated 5 out of 5

    great excel. thank yu Someka. please change your logo with yours.

    • Someka – July 28, 2020

      Hi Wilma,

      You can remove the logo or replace it with your own logo for each sheet. For Free Versions, you are not allowed to remove the logo or alter any copyrighted material in the template. You can do it in the full version. Please check how to do that in this link.

      

      Hope this helps!

30. Cal Tatum – June 28, 2020

    Rated 5 out of 5

    I love this excel and share this my team. I think that I should change my licence_ can you help me?

    • Someka – June 28, 2020

      Hello Cal,

      We may surely upgrade your license from single-user to multi-user. Just email us at [email protected] and our team will contact you with a link to upgrade your license.

31. Ania B. – June 8, 2020

    Rated 5 out of 5

    This tool guides you throughout the process, provides to record essential information that you might needed on each step of interview. Just need some changes but I can do it by myself, it is completely editable. Thanks!

32. Paolo Petrovic – May 20, 2020

    Rated 5 out of 5

    Search, find, view all candidates, decisions given past and present with a button click. The dashboard shows you exactly what you need to see all in the same screen. Overall great experience!

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