Having your recruitment pipeline scattered across spreadsheets, emails, and notes is more problematic than you think. You lose time sifting through data and reconciling information, sometimes up to 60% of your day!
The stakes are high: every delay means losing out on top performers to faster-moving competitors. And worse? Your team starts burning out from the chaos.
👀 Did You Know? The average time to fill a role is 47.5 days, and that number balloons when you lack a clear process or tools to visualize candidate progress across stages.
Using a recruitment pipeline template ensures you can focus less on admin, and more on building a standout team.
In this post, we’ll show you the exact templates top HR teams and recruiters use to speed up hiring, stay organized, and create a smoother experience for everyone involved—from recruiter to candidate.
- What Are Recruitment Pipeline Templates?
- What Makes a Good Recruitment Pipeline Template?
- 20 Recruitment Pipeline Templates for Seamless Hiring
- 1. ClickUp Recruitment and Hiring Template
- 2. ClickUp Interview Process Template
- 3. ClickUp Hiring Checklist Template
- 4. ClickUp Hiring Candidates Template
- 5. ClickUp Hiring Selection Matrix Template
- 6. ClickUp Calendar Planner Template
- 7. ClickUp Meetings Template
- 8. ClickUp Interview Meeting Notes Template
- 9. ClickUp Evaluation Form Template
- 10. ClickUp Interview Management and Report Template
- 11. ClickUp Prospective Candidate Evaluation Report Template
- 12. ClickUp Follow-Up Email Template
- 13. ClickUp New Hire Onboarding Template
- 14. ClickUp Onboarding Checklist Template
- 15. ClickUp 30‑60‑90 Day Plan Template
- 16. ClickUp Employee Action Plan Template
- 17. ClickUp Remote Onboarding Template
- 18. ClickUp Training List for Onboarding Template
- 19. ClickUp Staffing Plan Whiteboard Template
- 20. ClickUp Succession Planning Template
Summarize this article for me pleaseWhat Are Recruitment Pipeline Templates?
Recruitment pipeline templates are structured tools designed to help HR teams, hiring managers, and recruiters visualize and manage every stage of the hiring process. They act as a single source of truth—mapping the candidate journey from application to offer, across clear, defined stages like screening, interviewing, and selection.
Think of them as plug-and-play workflows: you get a prebuilt framework with customizable fields for job roles, candidate statuses, interview steps, evaluation notes, and more. They help you reduce manual tracking, align teams, and ensure no candidate falls through the cracks.
Recruiting pipeline templates are often used within an ATS (Applicant Tracking System) or project management platform like ClickUp to streamline team collaboration and decision-making. Whether you’re hiring one role or scaling a department, they help standardize the process so you’re not reinventing the wheel every time you open a req.
Summarize this article for me pleaseWhat Makes a Good Recruitment Pipeline Template?
A good recruitment pipeline template mirrors your hiring process and adapts to real-world complexities. Here are some must-have features:
- Includes clearly labeled stages (like Sourced, Screened, Interviewed, Hired), status tracking, and built-in automations or alerts to keep things moving
- Offers visibility: Who’s in the pipeline? What’s their status? Where are the bottlenecks?
- Works well with your team’s existing tools—whether that’s your calendar, feedback forms, or interview scorecards—so you’re not duplicating efforts
- Supports collaboration, like comment threads or task assignments, so everyone stays in sync
Most importantly, your recruiting pipeline template should be easy to use and tweak so that you can move top talent through your hiring pipeline efficiently and confidently. No two hiring processes are exactly alike—and your team deserves a template that works the way you work.
Summarize this article for me please20 Recruitment Pipeline Templates for Seamless Hiring
A good recruiting pipeline template breaks down the recruitment process into logical stages, such as application review, interviews, assessments, and final selection, making it simple to track where each candidate stands. It also makes candidate evaluation easier with built-in scoring and comparison criteria.
Here are some templates that offer these features to simplify your recruiting process:
1. ClickUp Recruitment and Hiring Template
The ClickUp Recruitment and Hiring Template is your end-to-end system for managing job openings, candidate stages, and hiring team collaboration—all in one place.
Best of all, it integrates tightly with ClickUp Docs, Forms, and Calendar views, so you can build job descriptions, collect applications, and schedule interviews—without leaving the platform.
Here’s why you’ll love it:
- It’s designed with structured Task Statuses like “Awaiting Feedback,” “In Progress,” and “Closed,” making it easy to track candidates from the first touchpoint to final hire
- You’ll find Custom Fields for storing resume links, interview notes, and hiring manager feedback next to the candidate names
- Built-in automation features help assign tasks, send updates, and keep things moving
👉🏼 Ideal for: HR teams and talent acquisition leads who want to consolidate their recruitment process into one scalable, repeatable workflow
2. ClickUp Interview Process Template
The ClickUp Interview Process Template helps you design a consistent, repeatable interview flow for every role and department. It creates alignment across interviewers and ensures no step is missed.
Here’s why you’ll love it:
- It outlines each stage of the interview process, from initial screening calls to final panel interviews
- It allows you to assign interviewers, schedule meetings, and capture feedback in real time
- The template supports multiple interview formats—phone, video, or in-person—so you can tailor it to your organization’s needs
Each stage includes task templates for what to prepare, what questions to ask, and how to capture feedback. You can even embed evaluation forms directly into the workflow, so assessments are stored in one place and are easy to compare.
👉🏼 Ideal for: Companies scaling fast or hiring across multiple teams, where interview drift is a common problem
3. ClickUp Hiring Checklist Template
Hiring involves a ton of moving pieces—job postings, approvals, interview loops, documentation—and missing one step can cost you top talent. The ClickUp Hiring Checklist Template is a simple but powerful tool to keep the entire process tight and accountable.
Here’s why you’ll love it:
- It comes with a customizable task list where you can include items like “Finalize job description,” “Post on job boards,” “Schedule panel interview,” and “Send offer letter,” each with due dates and assignees
- Because it’s in ClickUp, the everything app for work, you get real-time tracking, status updates, and reminders that ensure everything gets done on time
👉🏼 Ideal for: HR professionals and hiring managers who want a foolproof, repeatable process to keep every recruitment on track
4. ClickUp Hiring Candidates Template
The ClickUp Hiring Candidates Template provides a visual board for managing active candidates across multiple roles. It helps you instantly see who’s at what stage and what needs your attention.
Built as a Kanban-style board, it’s easy to drag candidates from one stage to another (e.g., “Phone Screen” → “Interview Round 1” → “Decision Pending”) while keeping their resumes, notes, and feedback attached to each card.
Here’s why you’ll love it:
- Sort candidates by role or recruiter, and use custom tags like “Fast-Track” or “Internal Referral” to prioritize
- Turn hiring into a collaborative, transparent process, cutting back on status meetings and email chains
👉🏼 Ideal for: Recruiters and hiring teams juggling multiple open roles and who need a visual, data-driven way to compare candidates and accelerate decision-making
5. ClickUp Hiring Selection Matrix Template
The ClickUp Hiring Selection Matrix Template brings objectivity and transparency to your candidate evaluation process. This template lets you compare applicants side by side using customizable criteria, so you can make data-driven hiring decisions with confidence.
Here’s why you’ll love it:
- Score candidates on skills, experience, and culture fit with weighted criteria
- Use the visual matrix for easy comparison across all applicants
- Comments allow collaborative feedback from multiple stakeholders
- Exportable reports simplify sharing with leadership or for compliance needs
👉🏼 Ideal for: Teams that want to eliminate bias and ensure fair, consistent candidate evaluations
6. ClickUp Calendar Planner Template
The ClickUp Calendar Planner Template is your go-to tool for scheduling interviews, onboarding sessions, and recruitment events—all in one place. ClickUp’s intuitive Calendar syncs with Google Calendar and Outlook, helping you avoid double-booking and keeping everyone on the same page.
Here’s why you’ll love it:
- Map out your entire recruitment schedule visually so nothing falls behind
- Reschedule and prioritize easily by dragging and dropping tasks like interviews, feedback deadlines, or offer approvals across the Calendar
- Set reminders and dependencies between tasks (e.g., interview before feedback)
- Color-code recruitment events by department, recruiter, or role
👉🏼 Ideal for: Recruiters and hiring teams who need to align multiple moving parts across timelines
7. ClickUp Meetings Template
Hiring meetings are notorious for being vague or going off-topic. The ClickUp Meetings Template helps you run faster, more productive debriefs—whether it’s a candidate evaluation sync or a weekly pipeline review.
Here’s why you’ll love it:
- Pre-built agenda sections for structured conversations
- Follow-up reminders to ensure accountability
- Centralized folder with a record of all meetings for future reference
👉🏼 Ideal for: Hiring teams that want to run efficient, productive recruitment meetings and never lose track of next steps
💡 Pro Tip: Want to automate transcripts and meeting notes for recruitment meetings? Use the ClickUp AI Notetaker. It sends a meeting recap with clearly labelled discussions and well-defined action items directly to your ClickUp Inbox.
8. ClickUp Interview Meeting Notes Template
The ClickUp Interview Meeting Notes Template is built for capturing detailed, consistent feedback during candidate interviews. No more scattered notes or forgotten impressions—everything is organized and accessible.
Here’s why you’ll love it:
- Standardize interview questions and evaluation criteria
- Record interviewer impressions and candidate responses in real time
- Share notes instantly with the hiring team for collaborative decision-making
- Maintain a searchable archive of all interview notes
👉🏼 Ideal for: Interview panels and hiring managers who want fast, clear feedback that feeds into better decisions
📮ClickUp Insight: 92% of workers use inconsistent methods to track action items, which results in missed decisions and delayed execution. Whether you’re sending follow-up notes or using spreadsheets, the process is often scattered and inefficient.
ClickUp’s Task Management Solution ensures seamless conversion of conversations into tasks—so your team can act fast and stay aligned.
9. ClickUp Evaluation Form Template
The Evaluation Form Template by ClickUp standardizes how your team assesses candidates, so every decision is based on the same criteria, regardless of who is conducting the interviews.
Here’s why you’ll love it:
You can fully customize the form with:
- Role-specific competencies and rating scales
- Required fields to reduce incomplete submissions
- Drop-downs, text boxes, and multiple-choice options for structured input
- Seamless integration with the ClickUp Tasks to track your interview pipeline for faster follow-through
👉🏼 Ideal for: Interview panels and hiring managers who want fast, clear feedback that feeds into better decisions
👀 Did You Know? You can convert form submissions into trackable tasks in ClickUp!
That means every time a candidate fills out an application form or submits their details during the hiring process, ClickUp can instantly create a task with all their info pre-filled: name, resume, role applied for, contact details, and more. You can assign the task to a recruiter, set due dates, and even trigger automations like sending follow-up emails or moving the task to a “Screening” status.
10. ClickUp Interview Management and Report Template
Have you ever lost track of who interviewed whom or what feedback was shared? The ClickUp Interview Management and Report Template is built to eliminate that chaos.
Here’s why you’ll love it:
- Log every interview round, interviewer, and candidate in a single dashboard
- Attach interview notes, resumes, and scorecards directly to each candidate’s record
- Generate instant reports to compare candidate performance across multiple rounds
- Use Custom Task Statuses like “Scheduled,” “In Progress,” and “Feedback Pending” to keep everyone aligned
👉🏼 Ideal for: Talent acquisition teams managing high-volume hiring who need a transparent, audit-friendly record of every interview
11. ClickUp Prospective Candidate Evaluation Report Template
The best hires aren’t always the most obvious. How do you ensure every candidate gets a fair, apples-to-apples evaluation? The ClickUp Prospective Candidate Evaluation Report Template helps you dig deeper by combining qualitative and quantitative insights into a single doc-style report.
Here’s why you’ll love it:
- Gather strengths, weaknesses, and role-fit metrics in a streamlined Table View in ClickUp
- Generate visualizations and metrics-backed insights with integrated ClickUp Dashboards
- Use Custom Fields to track everything from team fit to technical benchmarks
👉🏼 Ideal for: Hiring leaders and managers who want formal, transparent reports that justify hiring decisions with solid data
12. ClickUp Follow-Up Email Template
How often do candidates ghost after interviews simply because they hear nothing back? The ClickUp Follow-Up Email Template ensures prompt, personalized follow-ups to keep candidates informed, without added lift.
Here’s why you’ll love it:
- Editable email snippets tailored for different purposes—thanks, next steps, or rejection
- Custom Fields that pull candidate names, roles, and timing automatically
- Integrated task reminders and ClickUp Automations—e.g., trigger a follow-up email if no reply is received in three days
👉🏼 Ideal for: Small HR teams or solo recruiters who want to stay responsive and respectful without losing time
💡 Pro Tip: Whether you’re sending a “thank you,” outlining next steps, or delivering a rejection, with ClickUp Brain, ClickUp’s native AI assistant, you can generate tailored follow-up messages directly within your candidate task.
Simply add a few context cues—like the interview stage, outcome, and any feedback into your prompt. You can even save these drafts as templates for faster use across your pipeline.
Here are some more ways of using AI to make recruitment faster and smarter:
13. ClickUp New Hire Onboarding Template
Onboarding is where first impressions become lasting ones. The ClickUp New Hire Onboarding Template ensures every new team member feels welcomed, informed, and productive from day one.
Here’s why you’ll love it:
- Offer candidates step-by-step onboarding checklists tailored for different roles or departments
- Automate task assignments for IT setup, HR paperwork, and team introductions
- Use built-in progress tracking so managers can see where each new hire stands
- Compile a resource library section for company policies, training videos, and FAQs
👉🏼 Ideal for: HR teams who want to deliver a seamless, scalable onboarding experience that sets new hires up for success
14. ClickUp Onboarding Checklist Template
Ever worry that onboarding tasks for a new hire (or team) will slip through the cracks? The ClickUp Onboarding Checklist Template is your safety net for a flawless onboarding experience.
Here’s why you’ll love it:
- Covers essentials like equipment setup, access permissions, and initial team intro
- Uses nine Custom Fields—job title, start date, department—to streamline info capture
- Compatible with List, Gantt, Calendar, and Workload views—see timelines or tasks by person
- Built-in dependency warnings, time tracking, and tags ensure every onboarding step is completed, every time
👉🏼 Ideal for: HR teams and managers who want a foolproof way to deliver consistent, professional onboarding experiences
15. ClickUp 30‑60‑90 Day Plan Template
Want new hires to outperform by day 90? Break the first three months into manageable wins with the ClickUp 30-60-90 Day Plan Template.
Here’s why you’ll love it:
- Breaks down goals and milestones into 30, 60, and 90-day segments
- Assigns tasks and learning objectives for each phase
- Built-in feedback and review checkpoints for managers and employees
- Customizable for any role, from entry-level to executive
👉🏼 Ideal for: Managers and HR leaders who want to accelerate new hire productivity and measure progress from day one
16. ClickUp Employee Action Plan Template
When performance reviews or employee development needs clarity, the ClickUp Employee Action Plan Template helps you turn feedback into actionable steps.
Here’s why you’ll love it:
- Helps managers set clear, measurable objectives tied to the company’s mission
- Tracks progress in real time—see what’s done, what’s pending
- Perfect for one-on-ones, development check-ins, or improvement plans
👉🏼 Ideal for: HR professionals and team leads managing performance improvement or career growth plans
17. ClickUp Remote Onboarding Template
Remote hires can feel isolated, especially in the first week. The ClickUp Remote Onboarding Template is purpose-built for distributed teams, ensuring every remote employee gets a connected, comprehensive start.
Here’s why you’ll love it:
- Custom Statuses (In Progress, Complete, Open) track onboarding tasks clearly
- Custom Fields like Category and Requester help prioritize work requests related to equipment delivery, compliance, and others
- Preset views such as the Employee Handbook, List View, and Starter Guide make resources easy to find
👉🏼 Ideal for: Distributed teams who want to standardize remote onboarding and create a welcoming virtual experience
18. ClickUp Training List for Onboarding Template
You don’t need to be told twice that onboarding includes a ton of training. The ClickUp Training List for Onboarding Template breaks it all down for every new team member:
Here’s why you’ll love it:
- Organize training modules, resources, and deadlines in one centralized list
- Assign training tasks to new hires and track completion status in real time
- Add links to videos, documents, and quizzes for a blended learning experience
- Built-in reminders keep both trainers and trainees on schedule
👉🏼 Ideal for: Onboarding coordinators who want a transparent, accountability-driven training program that drives new hires toward productivity fast
19. ClickUp Staffing Plan Whiteboard Template
Are you scaling your team or planning for seasonal hiring? The ClickUp Staffing Plan Whiteboard Template gives you a visual, collaborative space to map out your entire recruitment strategy.
Here’s why you’ll love it:
- Use a simple, drag-and-drop interface in ClickUp Whiteboards for building org charts and visualizing open positions
- Add notes, deadlines, and hiring priorities directly on the whiteboard
- Collaborate in real time with HR, finance, and department leads
- Integrate with the tasks in your recruitment pipeline for seamless execution
👉🏼 Ideal for: HR leaders and department heads who need to align hiring plans with business goals and budget
🎯Also Read: 10 Free Staffing Plan Templates for Recruiters
20. ClickUp Succession Planning Template
The ClickUp Succession Planning Template provides a centralized system for identifying key roles and grooming future leaders, with clarity and structure. Built to blend future-ready planning with real-time execution, this template ensures no leadership void surprises you.
Here’s why you’ll love it:
- Board & List views let you map out critical positions and potential successors at a glance
- Custom Statuses (Open, In Progress, Closed) help you track each role’s readiness level
- Custom Fields capture details like current position, readiness score, skill gaps, and development milestones
👉🏼 Ideal for: HR leaders and department heads who want to build a reliable bench and keep operations uninterrupted when change hits
Summarize this article for me pleaseGet from Sourced to Signed faster, with ClickUp’s Free Recruitment Pipeline Templates
Whether you’re scaling fast, hiring for specialized roles, or simply want to eliminate bottlenecks, ClickUp’s recruitment and related templates give you the clarity and control you need at various stages.
Each template brings its own power:
- Clarity & alignment for candidates and hiring teams via the Kanban board view and reporting tools
- Consistency & bias reduction using scorecards, checklists, and evaluation matrices
- Efficiency & follow-through with automations, reminders, and structured workflows
- Scalability & adaptability across remote, hybrid, or global hiring landscapes
When you layer them together—pipeline, training, staffing analysis, and onboarding—you create not just a hiring process, but a cohesive talent engine.
So here’s the power of choice: sign up for ClickUp, pick typically organized templates that best address where your team’s pipeline feels weakest today, deploy them, and measure the impact. Over time, your hiring process evolves from reactive to proactive, from fragmented to refined—and yes, that’s exactly how you win the war for talent.
Everything you need to stay organized and get work done.
