It’s a Plan

Recruiting Pipeline

Track candidates from sourcing to hire for every open role. Each role is an initiative and each candidate is a card with contact details, interview notes and a rating. Comes with an interview calendar, offer tracking, a talent pool and a hiring dashboard.

It's a Planwww.threads.com/@itsaplandevNOV 3, 20266 views · 0 downloads

What's inside

What a new project starts with

Recruiting Pipeline.json25 KB

Workflow9 states

  1. Sourced
  2. Applied
  3. Screening
  4. Interviewing
  5. Final Round
  6. Offer
  7. Hired
  8. Rejected
  9. Withdrawn

Issue types1

Candidatedefault

Labels13

DepartmentEngineeringDesignProductSalesMarketingOperationsSeniorityJuniorMidSeniorLeadFlagsTop TalentRemoteNeeds Visa

Custom fields12

  • Interview Notesmarkdown · in the body
  • Sourceselect · LinkedIn · Referral · Job Board · Careers Page · Agency · Outbound
  • Emailtext
  • Resumeurl
  • LinkedInurl
  • Locationtext
  • Hiring Managermember · people only
  • Next Interviewdate & time
  • Overall Ratingselect · Strong Yes · Yes · No · Strong No
  • Salary Expectationnumber
  • Notice Periodtext
  • Rejection Reasonselect · Skills · Experience · Team Fit · Salary · Position Filled · No Response

Issue templates2

  • New CandidateCandidate · Applied
  • ReferralCandidate · Applied

Views14

  • Pipelineboard
  • By Roleboard
  • Interview Schedulecalendar
  • By Hiring Managerboard
  • Offers Outtable
  • All Candidatestable
  • Talent Pooltable
  • Hiring Funneldashboard
  • Screenaction
  • Invite to interviewaction
  • Move to final roundaction
  • Make offeraction
  • Hireaction
  • Rejectaction

Setup

  • Cycles, off
  • Initiatives, on
  • Dashboards, on
  • Docs, on
  • Notes, on
  • Subtasks, on
  • Checklists, on
  • Issue stats, on
  • Time logging, off
  • Completed issues archive after 90 days
  • Open subtasks close with their parent

Quick start

Skip the setup, start the work

  1. 01

    Import it in Project templates.

  2. 02

    Open it to the teams that need it.

  3. 03

    Pick it when you create a project.

A new project from this template · ready for issues

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Recruiting Pipeline · Project template | It's a Plan