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Applicant Tracking

The Applicant Tracking template creates a recruiting pipeline: one record per candidate with stage, materials, interviewer notes, and next steps. Anyone on any team can contribute directly to the record.

Illustrative example

Plan a applicant tracking record

  1. 01

    Candidate

    Name and contact details.

  2. 02

    Stage

    Applied, Screening, Interview, Offer, or Hired.

  3. 03

    Role

    Link to the Job Role or Job order being filled.

A suggested way to organize your information. This diagram is not a product screen.

Plan your fields

Use this field guide as a starting point. Review the fields available in your account and adapt them to your process.

Candidate
Name and contact details.
Stage
Applied, Screening, Interview, Offer, or Hired.
Role
Link to the Job Role or Job order being filled.
Materials
Resume, application, and supporting files.
Interview notes
Structured feedback from each interviewer.
Next step
What happens next and who owns it.

Where this helps your team

  • 1A recruiting pipeline with tabs per stage.
  • 2Feeds the Jobs and Placements tables once a candidate is hired.
  • 3Converting hired candidates into Users for onboarding.