Template Library
Looking for more? Here's a full list of handy templates by handbook section & use case to get started with today.
Handbook Section
Use Case
Search
Handbook Section
Template
Solution
Recruiting Team Hubs
One central recruiting team hub to house it all: initiatives, OKRS, resources, role allocation, calendars, meeting notes, and more.
An Applicant Tracker System for small teams to centralize hiring.
A hiring sync doc for weekly pipeline review. Use this doc to pull in a live view of roles, candidates, and interviews for your current roles.
The best way to align the entire hiring team is to have a clear Path to Green for your roles! By using the quantitative data (pipeline numbers) as a benchmark for the health of your pipeline (red, yellow, green) you can then add qualitative insight and strategy to ensure all priority roles are on track.
A tool for managing headcount planning, from requests to approvals.
Plan out recruiting capacity, from how many hires are possible to target pipeline passthrough rates.
A coordination and role coverage doc to see who the recruiter, coordinator, and HM is for all open roles.
A view of all candidates currently being scheduled, pipeline charts by stage, and broken down by org.
A tracker and dashboard for monitoring interview incidents to surface trends and provide solutions.
Hiring Manager Hubs
A centralized hiring hub that walks through kicking off a role, setting target goals for hire, live view of pipeline, upcoming interviews, and final stage candidates.
A guide and template for competency-based hiring.
A template for systematically approaching headcount planning and interview load balance across team in a fair and efficient way.
Sourcing & Selling
Interview guides that will help guide and prepare your candidates.
A ‘Meet the Team’ page to personalize and showcase the team.
Interview guidelines promoting DEI best practices.
Help your team become experts at pitching your startup.
Start a referral program and build a more proactive, outbound recruiting culture.
Find the LinkedIn profiles of your potential candidates.
Identify connections between your candidate and colleagues using network analysis.
Run a sourcing jam with your team to find candidates for open roles.
Create a talent map of the market for your role specific hiring.
Evaluations
A comprehensive role kick off to help your team open a role. Covers everything from intake and writing a job description, to flushing out the details for the interview panel.
A template to systematically think through your final stage candidates, tradeoffs, and make a hiring decision.
A Threat of Reference Check (TORC) template—a highly effective values-based interview created by Geoff Smart, the author of
. Maximize your chance of making a great hire by making the most of your reference checks.
Closing
A closing dashboard and collaborative checklist to help teams close candidates.
Help candidates thoroughly evaluate offers and gain new insights to make the best decision.
A resource for recruiters and ops teams to streamline and track all things related to candidate offers.
An offer close checklist to make sure you’ve covered all bases for each open offer.
A personalized offer congratulations to help close the deal.
Check out the Ultimate Coda Handbook for People Teams
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