Employee Performance Management Template

Free New Employee Hire Form for HR Teams  The New Employee Hire Form template simplifies onboarding by gathering essential information, including roles, start dates, and emergency contact details.

Free Holiday Request Form for HR Teams  Manage employee holiday requests and approvals easily by tracking leave details and ensuring proper documentation.

The Recruiting Pipeline Template That Actually Keeps Your Hiring on Track  Hiring without a system is just guessing. You're tracking a dozen candidates in your inbox, two in a spreadsheet tab nobody's touched in three weeks, and one in a sticky note on your monitor. Sound familiar? A proper recruiting pipeline template changes that. It gives every candidate a clear place in your process, tells you what's moving and what isn't, and keeps your team aligned without a weekly "so where are we on Sarah?" meeting eating 30 minutes of someone's afternoon. The good news: you don't need to build this from scratch. Platforms like Stackby's template library have free, ready-to-use templates that get your hiring process structured fast. This post walks you through what to look for, how to set one up, and which features actually matter when you're managing multiple open roles at once. What a Recruiting Pipeline Template Actually Does A lot of people think they just need a list of candidates. They don't. What they actually need is visibility - a live view of where every applicant sits, who owns the next step, and which roles are quietly stalling. That's what a solid hiring pipeline template provides. Think of it as a shared control panel for your whole recruitment process. At a glance, you should be able to see how many people are in screening versus final interviews, which roles haven't moved in two weeks, who dropped out and at what stage, and what the next action is for every active candidate. That last one - the "next action" field - is what most templates skip entirely. And it's exactly why teams lose strong candidates to faster-moving competitors while they're waiting to "sync next week." Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Applicant Pipeline TrackingDesc:Track every candidate through stages (Applied ? Screened ? Interviewed ? Offered ? Hired) in a single linked-record system so nothing falls through the cracks.Title:Automated Status NotificationsDesc:Trigger email or Slack alerts when a candidate moves to the next stage, reducing manual follow-up and keeping hiring managers updated in real time.Title:Role–Candidate LinkingDesc:Link open positions to candidate profiles and interview notes via relational tables, giving recruiters a 360° view of every hiring pipeline.Title:HR Reporting DashboardDesc:Use built-in Chart and Summary apps to visualise time-to-hire, offer acceptance rates, and headcount metrics without leaving your workspace. Key Features of a Strong Recruitment Funnel Tracker Not all templates are built the same. A solid one should include: Stage tracking with dropdown status options, not free-text fields (which get messy and inconsistent fast) Recruiter assignment so there's always one person accountable per candidate, not vague shared ownership Last activity date - critical for catching people you've accidentally ghosted Structured interview feedback fields, not just "good" or "strong maybe" Source tracking so you can tell whether LinkedIn spend or employee referrals is actually producing hires Honestly, source tracking is the most underused field in any applicant pipeline tracker. Most teams have no idea which channels are driving quality candidates versus just volume. A few weeks of clean data fixes that permanently. How to Use a Hiring Pipeline Template: Step by Step 1. Pick your tool first. A spreadsheet works for one or two hires. For anything more, use a no-code platform like Stackby where you get views, filters, and team access without building custom formulas. 2. Define your stages before touching any candidate data. Changing them mid-process creates gaps. Agree upfront. 3. Import all existing candidates at once. Messy data in one place beats clean data scattered across four. 4. Assign one recruiter per candidate. No shared ownership. One name, one responsible person. 5. Schedule a weekly 20-minute review. Check what's stalled. Close out anything inactive for more than 10 days. 6. Automate where the platform allows. If you can set up an alert when a candidate hasn't been updated in a week, do it. Small nudge, big difference. Real Use Cases: Three Scenarios Where This Actually Matters The solo founder hiring their first engineer. No HR team, no ATS, no process. A simple candidate pipeline template with five stages and a "last contact" column is everything they need. Set it up in 20 minutes, stop losing track of strong candidates by week three of the search. An in-house recruiter juggling eight open roles. This is where a recruitment pipeline tracker earns its keep. Being able to filter by role, stage, or hiring manager means you instantly know which pipeline needs your attention this week without scrolling through a 400-row spreadsheet. A growing HR team onboarding a new recruiter. New team members need context fast. A shared tracker with structured notes means they're not starting blind on every candidate. And it's much easier to audit if a hire goes sideways six months later. Comparing Recruiting Pipeline Tools A full ATS is overkill for most teams under 50 employees. The setup time alone kills momentum, and if your hiring volume is moderate, you'll have the thing half-configured right around the time you've finished the search it was meant to support. That's genuinely frustrating - paying for software that took longer to set up than the role took to fill. A well-built recruiting pipeline template on a no-code platform hits the right balance between structure and simplicity. How stackby.com/templates/ Helps With Recruiting Pipeline Management Stackby's template library includes a pre-built recruiting pipeline template designed for HR teams who want structure without the complexity. You clone it in under 10 minutes and you've got a functioning candidate pipeline management system - stages, ownership fields, status tracking, interview feedback columns - ready to go. Key Features in Stackby's Recruiting Template Multiple views: Grid for data entry, Kanban for visual stage tracking, calendar for interview scheduling. Switch between them depending on what you need to see that day. API connections: Link to Gmail, Slack, LinkedIn, and most major job boards so status updates happen without manual logging. Role-based permissions: Hiring managers can update feedback without touching candidate fields they don't need access to. Resume and file attachments: Keep everything in one record. No emailing PDFs back and forth. And if your needs grow beyond just hiring, the no code database management platform scales with you. There are 1000+ free database templates covering sales, marketing, finance, and project tracking - so the same tool handles more of your operations without adding another subscription. The setup is genuinely simple. No engineering time, no IT tickets, no waiting on someone to build a custom workflow. Start your free trial at https://stackby.com/templates/ and have your hiring pipeline running today. Conclusion Key Takeaways: A recruiting pipeline template gives your team real-time visibility into every candidate at every stage, so nothing stalls quietly and nothing gets lost in an inbox. The best templates start simple: stages, owner, last activity date, and notes are enough to see results fast. Purpose-built platforms like Stackby mean you're up and running in under 30 minutes, with room to automate and scale as hiring volume grows. Your next hire is already out there. The question is whether your process is organized enough to move them through before someone else does. Head to https://stackby.com/templates/ to grab a free recruiting pipeline template and bring some order to your hiring today.

Free Employee Feedback Tracker for HR Teams Have you ever struggled with managing and analyzing employee performance reviews and feedback? If so, you're not alone. Providing and receiving feedback can be challenging, and tracking it all can be overwhelming.  That is why Stackby has come up with Employee Feedback Tracker Template – a comprehensive and easy-to-use solution for managing all your employee feedback and performance reviews in one place. Now, let's uncover further details about this powerful tool in the following sections: How to Give Employee Feedback? Giving feedback to employees is an essential part of the employee performance review process. It allows managers to provide constructive criticism and praise to help employees grow and improve their skills.  Effective feedback should be specific, objective, and actionable. It should focus on behaviors and outcomes rather than personalities, be given in a timely manner, and provide clear expectations for improvement. How to Write an Employee Performance Review? Writing an employee performance review involves several steps, including setting clear objectives, documenting their progress, identifying areas for improvement, and providing constructive feedback. The review should focus on specific examples of the employee's performance and provide actionable recommendations for their development.  Our template is designed to streamline the overall process, track progress over time, and ensure each employee's fair and comprehensive evaluation. A Brief Overview of Stackby's Employee Feedback Template Employee Feedback Tracker Template by Stackby is a robust solution that helps organizations to collect, manage, and analyze employee feedback effectively. It provides a structured framework for tracking employee feedback, enabling organizations to effectively manage and address employee concerns, suggestions, and performance evaluations. Who is This Employee Feedback Template for? Our Employee Feedback Tracker Template is suitable for businesses of all sizes and industries that want to collect and organize feedback from their employees in a systematic and structured way. Why Do You Need Stackby's Employee Feedback Tracker Template? Centralize all employee feedback in one place Track employee performance reviews and progress over time Improve communication and collaboration among team members Take data-driven decisions to enhance your organization's well-being How to Use This Employee Feedback Tracker Template? Using Stackby's Employee Feedback Template is simple and convenient. Begin by signing up for Stackby, logging into your account, accessing the template, and clicking the "Use Template" button to create a new stack. Finally, customize it to match your needs by adding or removing columns, rearranging tables, and configuring views as necessary. Ways to Customize Our Employee Feedback Tracker Template. Add additional tables to capture specific feedback categories or metrics. Import data from other sources to consolidate feedback history. Customize views to display data in various formats, such as tables, calendars, or Kanban boards. Utilize the Link Column Type to establish connections between different tables and create a comprehensive feedback ecosystem. Tables Included in Our Employee Feedback Tracker Template Feedback: Use this table to track and record employee feedback, including comments, ratings, and suggestions. Directory: It provides a directory of employees, including their names, roles, gender, department, etc. However, you get the liberty to add or import tables and link them together using the Link Column Type. By linking these tables together using the Link Column Type, you can achieve the goal of comprehensive feedback tracking while maintaining an organized employee directory.  Additionally, the template allows you to utilize Lookup and Aggregation fields to create Key Performance Indicators (KPIs) based on the linked data, providing insights into employee performance and satisfaction. Furthermore, you can leverage charts and pivot tables to create custom dashboards, enabling executives to visualize feedback trends, compare data across departments, and make informed decisions. Ready to Revolutionize Your Employee Feedback Management Process? With our template, you can centralize feedback, track progress, and take concrete actions to improve your organization's well-being. Sign up today to choose Stackby as your trusted partner in optimizing employee feedback! Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form 

Free Job Requisition Form for HR Teams  The HR department of a company is responsible for finding, screening, and hiring the best candidates for every other department. What does a department do if it wants to recruit new employees? How does it communicate its hiring needs to the HR department? The answer to the question is – Job Requisition Form! What is a job requisition? Job requisition is the first step in the recruitment process. It is an internal document that acts as a formal request for a new position. Departmental managers use it to request the hiring of a new employee. Departmental managers fill out a requisition when they want to create a new position or fill an existing department position. It streamlines the recruitment process and helps a company in prioritizing its hiring needs. A job requisition will include a wide range of information starting from the department you’re hiring for, the manager’s details, the reason for recruitment, nature of the job, the expected salary range, the potential date of joining, and the list of qualifications required and so on. Job requisition is essential for a company as it formalizes the hiring process and lays down the department’s needs to the hiring manager. It enhances the transparency of the company’s HR department and even allows them to measure their recruiting KPIs easily! However, if your company’s different departments follow their job requisition format, the entire process becomes quite cumbersome. To solve this issue and help you manage multiple job requisitions, Stackby is here with its custom-made Job Requisition Form Template! This template provides you with a standard format for an employee requisition form that can be used by all your departments for their hiring needs. Apart from this, you can also keep track of all the current job requisitions in one place easily! How will Stackby’s Job Requisition Form Template help you and your team members?  Using this employee requisition form template, you will be able to: Track the multiple job requisitions on a single interface. Record the date on which the requirement was posted. Store the title of the position you want to fill. You can also record the corresponding department that has made the job requisition. Track the type of opening and check if it’s an urgent hire. This will help your HR department prioritize its time and resources towards critical positions. Store the reasons for recruitment and the responsibilities that will form a part of this position. Record the details of the supervising officer for each job. Add the educational and other qualifications required for a job. Check the current status of each job requisition to see if it has been approved or not. Monitor, track, and update the details as and when required. Job requisition is highly essential for a company, and we have created the perfect tool to help you with it. Start using the Job Requisition Form template today to streamline your critical HR process. Checkout other related Templates :Agency Template Management Daily Attendance Sheet 

Free Employee Scheduling for HR Teams In today's dynamic work environments, efficient employee scheduling is crucial for maintaining productivity and ensuring seamless operations. Stackby's Employee Scheduling Template offers a comprehensive solution tailored to meet the diverse needs of businesses across various industries. Customizable and Free to Use Stackby's Employee Scheduling Template provides users with a highly customizable platform that adapts to their unique requirements. Whether you're managing a small team or a large workforce, this template can be easily tailored to suit your specific scheduling needs. The best part? It's completely free to use, empowering businesses of all sizes to streamline their scheduling processes without breaking the bank. Flexibility for Enhanced Dashboards With Stackby's flexible platform, users can seamlessly enhance the Employee Scheduling Template into dynamic dashboards. This flexibility allows for real-time visibility into employee schedules, enabling managers to make informed decisions quickly. Whether it's monitoring shift coverage, tracking overtime, or identifying scheduling conflicts, Stackby's dashboard capabilities provide unparalleled insights into workforce management. Comprehensive Database Management Stackby empowers users to maintain a comprehensive database of all scheduling-related information. From employee profiles and shift schedules to availability and time-off requests, the template serves as a centralized repository for critical workforce data. This centralized approach ensures data integrity and enables easy access to essential information whenever needed. Advanced Functionality with Lookup and Aggregation In addition to basic scheduling features, Stackby offers advanced functionalities like Lookup and Aggregation. The Lookup feature allows users to retrieve information from one table and display it in another table based on specified criteria. This capability simplifies data management and enhances the overall efficiency of the scheduling process. Moreover, the Aggregation feature enables users to perform complex calculations and analysis, further optimizing workforce management strategies. Comprehensive View with Templates Stackby's Employee Scheduling Template provides users with a comprehensive view of their workforce schedules. By incorporating various filters, columns, and sorting options, users can customize the template to meet their specific needs. Whether it's organizing schedules by phase, assigned tasks, or dates, Stackby offers the flexibility to tailor the template according to individual preferences. Stackby Vs Other Templates Customization and Flexibility Unlike other employee scheduling templates, Stackby offers unparalleled customization options, allowing users to adapt the template to their unique requirements effortlessly. Advanced Functionalities Stackby stands out with its advanced functionalities such as Lookup and Aggregation, providing users with powerful tools to streamline workforce management processes. Free to Use While many scheduling solutions come with hefty price tags, Stackby's Employee Scheduling Template is completely free to use, making it accessible to businesses of all sizes. Streamline your employee scheduling processes and enhance workforce management efficiency with Stackby's Employee Scheduling Template. Customize, organize, and optimize your schedules with ease, all within a user-friendly platform. Try Stackby today and experience the difference firsthand! Why Choose Stackby's Employee Scheduling Template? Stackby's Employee Scheduling Template offers a versatile and user-friendly solution for businesses seeking to optimize their workforce management processes. With its customizable features, advanced functionalities, and comprehensive view of scheduling data, Stackby empowers organizations to take control of their scheduling needs effectively. Experience the benefits of Stackby's Employee Scheduling Template today and revolutionize the way you manage your workforce. Checkout more related Template : Agency Talent Management Template 

Free IT Employee Onboarding for HR Teams  Efficient onboarding is vital to ensure new hires are equipped with the tools and information they need to become productive from day one. While HR handles the cultural and administrative aspects, IT departments are responsible for enabling access, provisioning hardware, and setting up the necessary systems. The IT Employee Onboarding Tracker by Stackby is designed to bring order, clarity, and collaboration to this process. This fully customizable template enables IT and HR teams to work together in a centralized space—tracking assets, credentials, onboarding progress, and documentation for every new employee. Whether you're onboarding a single hire or managing multiple joiners across departments, this solution provides a structured and scalable approach.  Key Elements Tracked in the Template 1. New Hire Details Start with the essential information: employee name, department, role, start date, manager, work location, and onboarding status. Use filters or grouping to organize hires by department or joining month. 2. Device & Asset Allocation Keep a detailed log of IT hardware assigned to each employee—laptops, monitors, headsets, phones, and more. Track issue date, serial numbers, condition, expected return date, and return status for efficient asset management. 3. Access and Tools Setup For each employee, list all required software and system credentials such as email, Slack, VPN, project management tools, and CRM platforms. Record the setup status, provisioning date, and the IT personnel responsible for each item. 4. Training and Orientation Track mandatory onboarding sessions and technical training. Include training names, dates, trainers, completion status, and comments. This ensures new hires are equipped with the necessary knowledge for their roles. 5. Documentation and Acknowledgment Ensure compliance by logging document submissions like NDAs, IT usage policies, data protection acknowledgments, and ID verification. Each entry includes submission date, file attachment, and approval status.  Template Capabilities and Views Status-Based WorkflowsAssign onboarding stages such as “Pending IT Setup,” “Access Granted,” “Device Delivered,” and “Onboarding Complete.” View team-wide progress in a Kanban layout or Grid view. Calendar & Timeline ViewsVisualize start dates, task deadlines, or asset return dates using calendar and timeline views. Ideal for planning ahead and avoiding last-minute issues. Linked RecordsConnect employee records with asset allocation, system credentials, and training schedules using linked columns. This creates a relational structure that enhances visibility and data management. Reminders and AutomationsUse Stackby’s automation features to set reminders for incomplete tasks or due dates for access setup and device returns, reducing manual follow-ups. Attachment SupportUpload offer letters, signed documents, ID proofs, or onboarding guides directly to each record, making it easy to retrieve key documents in one place. Benefits and Use Cases Unified Workspace for IT and HRCoordinate across departments in a single platform to reduce gaps in communication and task handoffs during onboarding. Improved AccountabilityAssign individual responsibilities and track the progress of each task, from issuing hardware to setting up accounts. Standardized Onboarding ProcessDefine and follow a consistent onboarding process regardless of department, location, or role—ensuring all employees get what they need. Remote Onboarding ReadySupport distributed teams by organizing shipping schedules, remote access setup, and virtual training in a central system. Auditable Records and ComplianceMaintain accurate records for audits, IT policy adherence, and equipment accountability. Who Should Use This Template? IT Managers overseeing employee technology provisioning HR and People Operations teams managing onboarding logistics Startups and growing companies aiming to standardize their onboarding process Remote-first organizations managing distributed hires With the IT Employee Onboarding Tracker, your team can bring structure and visibility to one of the most critical moments in an employee’s journey. It’s more than just a task list—it’s your all-in-one workspace to ensure a successful and stress-free onboarding experience. 

Recruitment is the process of hiring the right candidates for the right positions in your company. Employees form the backbone of any form of business. Hence, companies have to make sure that the candidate's capability matches the responsibility that will be assigned to him or her. Hiring is one of those processes that feels manageable until it suddenly isn't. When you're filling one role with a handful of candidates, a shared spreadsheet works fine. When you're managing three open positions, 80 applicants, four interviewers, or a hiring manager who wants a status update every other day — a spreadsheet stops being a tool and starts being a liability. Candidates fall through the cracks. Interview feedback lives in email threads you can't find. You can't tell whether a specific candidate has been rejected or just hasn't been scheduled yet. Your recruiter knows the pipeline; nobody else does. And when the hiring manager asks why it's been six weeks since you posted the role, you're assembling the answer from three different places instead of having it ready in 30 seconds. Stackby's Recruitment Tracker Template gives your entire hiring team a real-time, organized view of every open role and every candidate in the pipeline. It's designed to handle the actual complexity of modern recruiting — without requiring you to learn a dedicated ATS or pay for one. A Complete Guide to Recruitment Tracking: What to Capture and Why An effective recruitment tracker isn't just a list of names. It's a structured record of every step in your hiring process that lets you answer any question about any candidate in seconds. Here's what it should capture: Candidate Information: Full name, contact information (email, phone, LinkedIn), source (job board, referral, direct outreach), and resume attachment. This is your baseline — get it right from the first submission. Applied Date: The date a candidate entered your pipeline matters more than people think. It lets you calculate time-to-fill, identify when a process is dragging, and find candidates who've been waiting too long for a response. Role Applied For: Every candidate record should be linked to a specific open role. This lets you see your full pipeline per role — how many applicants, how many at each stage, and how close you are to a hire. Interview Rounds: Track each stage of your interview process — recruiter screen, hiring manager interview, technical assessment, panel interview, reference check — as a status progression with dated entries. You should be able to tell, for any candidate, exactly what stage they're at and what happened in each prior stage.Status: A clear, standardized status field is the heartbeat of any recruitment tracker. Common statuses: Applied, Screening, Phone Screen Scheduled, Phone Screen Complete, Hiring Manager Interview, Technical Round, Final Round, Offer Extended, Offer Accepted, Offer Declined, Not Proceeding, On Hold. Salary Range and Expectations: Track both the role's budgeted salary range and the candidate's stated expectations. Catching mismatches early saves everyone time. This field is sensitive and should be permission-restricted. Recruiter Assignment: Linking each candidate to an owning recruiter keeps accountability clear and prevents duplicate outreach. Interview Feedback Notes: Structured feedback fields make hiring decisions defensible. Consider separate fields for budget fit, technical assessment, culture fit, and overall recommendation. Next Action and Next Action Date: Every active candidate should have a defined next action and a date by which it should happen. This field prevents candidates from stalling in your pipeline without anyone noticing.Companies devote a substantial amount of their time and resources towards their recruitment process to attract and hire the best talent. To ensure a smooth and efficient recruitment process , you need a recruitment tracker that will allow you to record all relevant data in one place. Well, your search is over! Stackby’s Recruitment Tracker Template has been custom-made to track your recruitment process from start to finish. It gives you an overview of your company's open positions and details of the candidates that have applied for the same position. Key Features of the Recruitment Tracker Template • Kanban pipeline view by stage: See your full candidate pipeline as a visual board — one column per hiring stage. • Multi-role support with linked job records: Manage multiple open positions simultaneously with each candidate linked to their role. • Interview scheduling and feedback: Track scheduled interview dates, interviewers, and structured post-interview feedback all linked to the candidate record. • Recruiter assignment and workload view: See which recruiter owns which candidates and balance workload across your team. • Offer tracking and pipeline analytics: Track offer details and use rollup fields for offer acceptance rates, time-to-fill, and source effectiveness. How to Use This Template • Set up open roles: Create a record for each open position with job title, department, hiring manager, target start date, and salary range. • Add candidates as they apply:: Create a candidate record for each applicant with name, contact info, source, and applied date. Link to the role. • Move candidates through stages: Update status as they progress. In Kanban view, drag a card from one column to the next. • Log interview feedback: After each interview, the interviewer logs feedback directly in the candidate record — not in a separate email. • Track offers: When ready to extend an offer, update status and add offer details. Track acceptance, declines, and counter-offers. • Review pipeline health weekly:: Check candidates per stage per role, candidates without a next action, and average days per stage. Real-World Use Cases 1. Fast-Growing Startup: A 40-person startup uses this template to manage 12 simultaneous open roles. The Kanban board replaces a weekly status email that used to take 45 minutes to compile. 2. Recruitment Agency: A boutique recruiting firm tracks candidates across multiple client searches. Each client has their own base; the shared candidate database links prospects to multiple open searches when relevant. 3. Enterprise HR Department: An HR team uses Stackby alongside their formal HRIS for day-to-day recruiting coordination. The HRIS handles official records; Stackby handles live pipeline management. Using our Recruitment Tracker Template, you will be able to: Monitor the open positions in your company right now. Attach the job description document of each position to the recruitment plan template. Track the number of vacancies available under each position of your company. For example, for the position of Chief Financial Officer, there may be one vacancy available. However, for the position of Associate Developer, there are eight vacancies currently available. Monitor the level of requirement for each position (Low/ Medium/ High). Track the current status of a particular position (Open/ Interviewing/ On Hold/ Canceled). Record the details of the manager who is taking care of the recruitment process of a position . Store their contact details to avoid any form of communication gap. Add notes, if necessary, regarding each position. Store the details of the candidates that have applied for each position. Attach each applicant's picture to the recruitment tracker template and store their contact details in the template itself. Keep a record of each applicant's positions and attach their CV to the template to facilitate easy access . Record the interview date for each applicant. This will allow you to allot time for each applicant and schedule the interviews accordingly. Rate the candidate according to the interview already conducted and record the name of the interviewer too. Record the phone interview score of each applicant (Good/ Strong/ Rejected/ Reconsider/ Probably Hire). You can also track the application process's current status (Decision Pending/ No Hire/ Hired/ In-Person Interview).? Try Stackby's Recruitment Tracker free — switch from Excel in under 10 minutes. Frequently Asked Questions 1. Can I use this recruitment tracker for free?Yes. Stackby's free plan includes this template with core features - unlimited collaborators, multiple views, and up to 1,500 records per base. Most small teams find the free plan more than sufficient for their recruiting needs. 2. Is this a recruitment tracker google sheet template free alternative?Stackby is a strong alternative to both excel and Google Sheets recruitment trackers. Unlike Google Sheets, it offers relational record-linking (candidates linked to roles), native Kanban view, and permission-based access control. Stackby has a free tier and no required setup time. 3. Does this work for teams or just solo recruiters?It's specifically designed for teams. Multiple recruiters can update simultaneously, hiring managers can access their role's pipeline without seeing sensitive compensation data, and permission controls let you configure exactly who sees what. 4. Can I add custom hiring stages for our specific process?Absolutely. Whether your process has 3 stages or 9, you define the stages, their names, and their order. You can also add custom stages per role. 5. Is this a replacement for an ATS?For small teams under 50 employees, Stackby handles the core functions of an ATS at a fraction of the cost. For high-volume recruiting, compliance-heavy environments, or companies needing candidate portals and automated email sequences, a dedicated ATS may be more appropriate. Stackby’s Recruitment Template is user-friendly and easy to understand. Collaborate with your HR team and start using it today! 

Free Applicant Tracking System for HR Teams Between juggling resumes, scheduling interviews, and managing feedback from multiple stakeholders, the recruitment process often becomes overwhelming. That’s where an Applicant Tracking System (ATS) Template comes in. This ready-to-use template is designed to help HR teams, recruiters, and hiring managers streamline the end-to-end recruitment process. By consolidating candidate information, application statuses, interview scheduling, and feedback into a single, easy-to-use workspace, the ATS template ensures that hiring stays organized, transparent, and efficient. Features of the Applicant Tracking System Template Candidate Database Capture essential applicant details such as name, contact information, resume link, and role applied for. Add tags for skills, experience level, and source (job board, referral, direct application) to filter candidates quickly. 2 Application Pipeline Tracking Move candidates through structured stages: Applied, Shortlisted, Interview Scheduled, Interviewed, Offer Extended, and Hired/Rejected. Gain instant visibility into where each candidate stands in the recruitment funnel. 3 Interview Management Record interview dates, assign interviewers, and track outcomes. Use notes fields to capture interviewer feedback and candidate performance. 4 Collaboration & Ownership Assign recruiters or hiring managers to each candidate to ensure accountability. Use status updates to notify teams of changes in real time. AI Suggestions (Optional) Integrate AI-powered columns to auto-suggest candidate fit scores, highlight resume keywords, or recommend potential next steps. Benefits of Using the Applicant Tracking System Template Organized Recruiting: Replace scattered spreadsheets and emails with one centralized system for all hiring activities. Time Savings: Quickly filter and shortlist candidates based on criteria like experience, skills, or application source. Improved Collaboration: Ensure that HR, hiring managers, and interviewers are always on the same page. Better Candidate Experience: Keep track of follow-ups, feedback, and status updates to ensure no applicant is overlooked. Data-Driven Hiring: Use reports to measure metrics such as time-to-hire, source effectiveness, and candidate conversion rates. Use Cases HR Teams in Growing CompaniesAs startups and SMBs expand, hiring the right talent quickly becomes crucial. The ATS template helps them manage applications without expensive recruiting software. Recruitment AgenciesAgencies juggling multiple clients can use the template to track applicants per client, ensuring organized pipelines for each account. Corporate Hiring ManagersLarge organizations can integrate the template into existing workflows to maintain oversight of high-volume recruitment campaigns. Remote & Distributed TeamsWith centralized candidate tracking, remote teams can collaborate seamlessly on hiring decisions regardless of location. Freelance RecruitersIndependent recruiters can use this lightweight system to maintain candidate databases and present organized shortlists to clients. Why Choose This Template? The Applicant Tracking System Template combines structure, flexibility, and simplicity. Unlike complex and expensive ATS software, this template gives you a customizable, cost-effective, and user-friendly system that adapts to your hiring needs. Its modular design ensures that you can start small and scale as your recruitment grows. Whether you’re managing a handful of candidates or hundreds, the template provides the clarity and structure you need to stay on top of your hiring pipeline. You also gain the advantage of customization—add new fields like salary expectations, cultural fit scores, or custom hiring stages to match your recruitment process. And with built-in AI support, you can enhance decision-making with smarter candidate insights. Conclusion Efficient hiring is critical to building strong teams and scaling organizations. The Applicant Tracking System Template helps you manage candidates, track progress, and make better hiring decisions—without the complexity of traditional ATS software. By centralizing applicant data, automating parts of the pipeline, and providing real-time collaboration tools, this template empowers recruiters and HR professionals to hire smarter, faster, and with confidence. Start using this free-to-use ATS template today to bring order, efficiency, and transparency to your recruitment process. 

Free HR Agency CRM for HR Teams  Managing a recruitment agency requires handling multiple job orders, tracking candidates, coordinating with clients, and ensuring smooth placements. Without a centralized system, HR agencies often face challenges like disorganized candidate records, inefficient job tracking, and difficulty in managing placements. Stackby’s HR Agency CRM Template provides a comprehensive solution for recruitment firms to streamline hiring workflows, manage candidate pipelines, track job orders, and optimize client relationships—all in one place. Why Use This HR Agency CRM Template? Recruitment agencies often struggle with: Scattered candidate data – Difficulties in tracking applicant progress across different job orders. Inefficient job order management – No structured system to organize job postings and department-specific roles. Client relationship challenges – Lack of a centralized client database for communication and feedback. Placement tracking difficulties – Unclear visibility on placed candidates and open positions. This HR Agency CRM Template eliminates these issues by offering customizable tables, automated workflows, and structured candidate tracking. How This Template Works in Stackby The HR Agency CRM Template consists of four key tables: 1. Job Order Table Manages job openings and department-specific hiring needs. Job Orders View – Lists all job openings with details like position, department, and urgency. Job Departments View – Organizes job orders by department for better classification. 2. Candidates Table Tracks applicants and their status throughout the recruitment process. Candidates View – Stores all candidate details, resumes, and job applications. Candidate Profile View – Displays detailed profiles with skills, experience, and assessments. List View – Helps recruiters filter and shortlist candidates. Status View – Categorizes candidates based on their hiring stage (Applied, Interviewed, Hired, Rejected). 3. Clients Table Maintains a database of clients who are hiring. Stores client details, contact information, and hiring preferences. Helps recruiters track interactions and feedback from hiring managers. 4. Placement Table Tracks successful candidate placements. Placement Record View – Logs placements with job details, company, and salary. Placed Candidates View – Lists candidates who have secured jobs. Key Features & Benefits Structured Candidate Tracking – Organize candidates by job application status. Efficient Job Order Management – Manage job postings and departmental hiring needs. Client Relationship Management – Keep track of client interactions and feedback. Placement Tracking – Monitor placed candidates and hiring success rates. Custom Views & Filters – Easily switch between different recruitment stages. Collaboration & Automation – Assign recruiters, update statuses, and set reminders seamlessly. Who Can Benefit from This Template? Recruitment Agencies – Manage multiple job orders, candidates, and placements efficiently. HR Consultants & Freelancers – Streamline hiring for multiple clients. In-House HR Teams – Organize internal recruitment workflows. Staffing Firms – Track temporary and permanent placements. Getting Started Copy the HR Agency CRM Template into your Stackby workspace. Enter job orders in the Job Order Table and categorize them by department. Add candidate details, resumes, and track progress in the Candidates Table. Maintain client information and feedback in the Clients Table. Track successful hires in the Placement Table and monitor hiring trends.