Hiring Pipeline Sync: Path to Green!

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Setup & Configuration

This page is for the doc owner/admin. Use it to set up and configure your pipeline sync doc. Instructions are provided for each section.

Set up your roles and stages.

1) Add your roles, departments, and stages below. Delete the ‘clear table’ buttons after.

2) Invite members of your hiring team with the ‘share’ button at the top right corner of this doc, before tagging them in the ‘hiring manager’, ‘recruiter’, ‘sourcer’, and ‘coordinator’ column below.

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Roles

Roles

Priority

Role

Closed

Hiring Manager

Recruiter

Sourcer

Coordinator

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Clear Roles Table

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Add Role

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Department

Department

Row

There are no rows in this table

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Clear Department Table

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Add Department

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Current Stage

Current Stage

Current Stage

Idx

There are no rows in this table

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Clear Stage Table

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Add Stage

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Set your
`Quarterly Priorities & Goals`⁠

1) Start with inputting your Target hires for the year

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2) Set your Current recruiting capacity

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The average number is based on historical data and industry benchmarks for how many recs a recruiter can hold.

Take the following inputs into mind:

Seniority (e.g. senior recruiters load vs junior)

Dept (e.g. eng vs gtm)

Complexity (e.g. exec roles vs entry level)

Volume (e.g. niche roles vs high volume roles)

3) Set your overall Quarterly target capacity.

Q1 Target Capacity:

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Q2 Target Capacity:

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Q3 Target Capacity:

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Q4 Target Capacity:

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4) Set your team’s

Quarterly Targets by Role Priority⁠

the team based on role priority. How many calls should be taken per quarter and weekly basis based on priority - P1, P2, P3.

🛑 The numbers from this section will be referenced in other sections of the doc. Do not delete.

Add your
`Role & Resources`⁠

Input your roles, priority, role kick off docs, interview guides, and any additional information important for roles and team.

Add Weekly Pipeline Stats to
`Meeting Notes`⁠
.

The

Weekly Pipeline Stats⁠

is organized by weekly activity for each stage of the funnel for every open role.

Current week should accurately represent activity scheduled for the coming week.

Past weeks should accurately represent weekly activity at each stage for the week beginning on the date in the timeframe column.

How to update weekly Pipeline Data.

From your ATS pull the number of interviews at each stage of the funnel for the roles you work on that occurred in the previous week. Update the previous weeks numbers with these.

From your ATS pull the number of interviews at each stage of the funnel for the roles you work on that are scheduled to occur this coming week.

If a new week hasn’t already been added, then add a new week week in the time frame column setting the date as the Monday of the upcoming hiring sync. Then fill out the rest of the table by adding your roles to the role column, each stage for the role, and the relevant numbers.

If a new week has already been added, then simply add your roles to the role column, each stage for the role, and the relevant numbers.

⚡️ The

Weekly Pipeline Stats⁠

should be updated on a weekly basis.

Set up your roles and stages.

Set your Quarterly Priorities & Goals

Add your Role & Resources

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