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Job Candidate Tracker Template

Hiring top-notch talent is vital for organizations that want to continue growing and leading their space. Manage job descriptions, track applicant details, store resumes, and keep team leaders in the loop with this job candidate tracker template.
  • Use this guide to build the template in Wrike.

Track applicants, manage candidate details, and make offers

It’s critical for companies to provide a smooth and organized hiring process. Even if they don’t select the candidate, the interview process can create a positive perception of the brand in the minds of everyone involved.

Wrike keeps all necessary details in one place and brings everyone into alignment around next steps. Candidate details can be stored in tasks along with resumes, cover letters, offer letters, and other essential documents. Custom statuses alert team members to how candidates are advancing through the process. Recurring tasks ensure consistent communication between managers and recruiters. By using this job candidate tracker template, you’ll create a positive experience for all. 

Why you need this template

<h5>Miscommunication between managers & recruiters</h5>
Miscommunication between managers & recruiters

Collaborating on job descriptions in Wrike ensures that the best pool of candidates can be found. Custom statuses make it clear to everyone what the next steps are to keep people moving through the process smoothly.

<h5>Documents and details are easily lost</h5>
Documents and details are easily lost

Keep all documents together and accessible in the cloud with Wrike. By creating a task for each candidate, documents can be directly attached, ensuring they stay together through the whole process.

<h5>Confusion around where candidates are in the process</h5>
Confusion around where candidates are in the process

Create custom statuses for each step of the hiring process and track the progress of each candidate with their own specific tasks.

<p>Ready to try this template in Wrike?</p>

Ready to try this template in Wrike?

Free 14-day trial. Easy setup. Cancel any time.
<p>Ready to try this template in Wrike?</p>

How to build a Job Candidate Tracker Template in Wrike:

The guide will show you how to:

  • Create comprehensive job descriptions
  • Use custom statuses to track candidates through the process
  • Organize all applicant documents in one central place

Create a project for the role

Start by creating a project in Wrike for the role you’re hiring for. The description area within the project is the perfect place to include relevant details about the role. These could include:

  • Job description and requirements
  • Interview panel members
  • Org charts

Next, create tasks for each new candidate. Label each task with the full name of the applicant. Attach their resume and cover letter directly to the task.

Create a custom workflow for your hiring process

Account admins on Business and Enterprise accounts can create a custom workflow.

  1. Click your profile image in the upper-right corner of your workspace.
  2. Select Account Management.
  3. Switch to the Workflow tab. You’ll see a list of all workflows in the account.
  4. Click + New workflow.
  5. Enter your new workflow’s name. By default, it has the same status in the Active and Completed workflow categories.
  6. Add statuses to your workflow: Click + Add Status at the bottom of any workflow group, enter its title, and select a color for that status. Some statuses you may want to include are:
  • Phone screen
  • Onsite interview
  • Offer extended
  • Accepted
  • Rejected

7. Rename, delete, or change a status color by clicking on that status.

8. Drag and drop statuses to arrange them in the order that makes the most sense for your team. The order you choose here is the order that they’ll appear in a task’s drop-down status menu.

9. Click Save in the upper-right corner.

When you create a new workflow, it becomes immediately available for all team members to see and use.

Change your project’s workflow:

  1. Right-click on your project’s name from the workspace’s left navigation panel.
  2. Hover over Change workflow on the drop-down menu.
  3. Select the workflow you would like to apply.

Update each candidate’s task with interview notes

As applicants go through the interview process, add interview notes to the task description or comments or attach documents to the task.

When an offer has been extended, attach the offer letter directly to the candidate’s task for easy access and reference. 


<p>Ready to try this template in Wrike?</p>

Ready to try this template in Wrike?

Free 14-day trial. Easy setup. Cancel any time.
<p>Ready to try this template in Wrike?</p>

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