Recruitment Strategy Document

  • Great for beginners
  • Ready-to-use, fully customizable Doc
  • Get started in seconds
Template Level
slide 1
This template is to help you document information about the hiring process for a specific role, and ensure that that hiring managers and recruiters have access to the same information.

Hiring the right people is vital for any business. That’s why having an effective recruitment strategy in place is essential for finding talented candidates and growing your team.

ClickUp's Recruitment Strategy Document Template gives you everything you need to take a proactive approach to hiring. The template helps you:

  • Outline and structure recruitment strategies
  • Plan each step of the recruitment process
  • Track results and progress towards your goals

Whether you're recruiting internally or externally, ClickUp's Recruitment Strategy Document Template makes it easy to plan, track, and measure your recruitment success—all in one place!

Benefits of a Recruitment Strategy Document Template

A recruitment strategy document template can help organizations streamline their recruitment process by:

  • Providing a framework for consistent and effective recruitment processes
  • Ensuring that each job posting is clear and accurately reflects the company’s needs
  • Making it easier to compare and evaluate different candidates
  • Reducing time spent on the recruiting process

Main Elements of a Recruitment Strategy Document Template

ClickUp's Recruitment Strategy Document Template is designed to help you plan and execute a successful recruitment strategy. This Doc template includes:

  • Custom Statuses: Create tasks with custom statuses to keep track of the progress of each stage of the recruitment process
  • Custom Fields: Categorize and add attributes to manage your recruitment tasks and easily visualize the progress of the recruitment process
  • Custom Views: Start with this Doc template and build out your ClickUp workflow which includes List, Gantt, Workload, Calendar, and more
  • Project Management: Improve recruitment tracking with task dependencies, AI, automations, and more

How to Use a Recruitment Strategy Document Template

Creating a recruitment strategy document is an important step when it comes to hiring new employees. It helps ensure that your recruitment process is efficient and effective. Here are the five steps you need to take when creating a recruitment strategy document:

1. Determine Your Goals

Before you begin, it’s important to establish some clear goals for your recruitment process. What kind of job candidates are you looking for? What kind of skills and experience should they possess.

Create a Doc in ClickUp to brainstorm your goals and collaborate with your team.

2. Create a Recruiting Plan

Once you’ve identified the kind of job candidates you want to hire, create a plan that outlines how you will find them. This may involve using job boards, attending job fairs, or using social media.

Use a Board view in ClickUp to organize your recruiting plan into different tasks and activities.

3. Develop Your Process

Once you’ve created a plan, it’s time to develop a recruitment process. This includes deciding how you will screen applicants, conducting interviews, and making a job offer.

Create tasks in ClickUp to outline each step of the recruitment process.

4. Create a Recruitment Document

Now that you’ve developed an effective recruitment process, it’s time to create a recruitment document that outlines the process. This document should include information on job roles, job descriptions, and the recruitment timeline.

Use the Table view in ClickUp to easily create a recruitment document.

5. Monitor and Adjust

Once you’ve created a recruitment document, it’s important to monitor the recruitment process and make any necessary adjustments. This means regularly reviewing the recruitment document and making changes as needed.

Set a recurring task in ClickUp to review and update your recruitment document.

Get Started with ClickUp's Recruitment Strategy Document Template

HR professionals can use this Recruitment Strategy Document Template to help everyone stay on the same page when it comes to planning and organizing recruitment processes.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to create an effective recruitment strategy document:

  • Create a project for each recruitment strategy goal
  • Assign tasks to team members and designate a timeline
  • Brainstorm ideas and create content that will help you reach your recruitment goals
  • Organize tasks into categories to keep track of progress
  • Set up notifications to stay up-to-date on progress
  • Hold regular meetings to discuss progress and any issues
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Recruitment Strategy Document Template Today

Related Templates