Free Resources

ATS Templates, Checklists
and Recruiting Workflow Playbooks

Practical resources for hiring teams that need operational clarity - not more brand content. Find the right template, checklist, or playbook for your specific problem.

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🗺️
SMB Switchers BOFU

Migration Map: Move from Excel, Notion, Email, or an Outdated ATS in 14 Days

Still on spreadsheets or a legacy system? A day-by-day structured switch plan with data prep, configuration steps and a go-live checklist.

Explore migration guide
⚖️
SMB Buyer Committees BOFU

ATS Vendor Evaluation Scorecard and RFP Template

Score and compare vendors on workflow fit, migration support, reporting depth and pricing structure - with no bias from sales demos.

Compare ATS vendors
📊
Agencies SMB BOFU

ROI Calculator and Business Case Worksheet for ATS

Build a CFO-ready business case that quantifies time saved, cost reduction and hiring quality gains - ready to present to leadership.

Build your ATS business case
🔍
Recruitment Agencies MOFU

Agency Recruitment Workflow Audit: 15 Operational Bottlenecks

Work through 15 operational checkpoints to identify exactly where your agency delivery is losing time, consistency, or client confidence.

Audit agency workflow
SMB Early-stage Teams MOFU

Do You Need an ATS Yet? 20 Signals Checklist

Not sure if you're ready for an ATS? Run through 20 signals that indicate it's time to stop managing hiring in spreadsheets and move to a dedicated system.

Check ATS readiness
🏗️
In-House TA Mid-market MOFU

Structured Hiring Kickoff Pack

Running interviews without consistency across hiring managers? Launch a structured hiring process with kickoff templates, intake guides and scorecard frameworks.

Launch structured hiring
🤝
In-House TA Fast-growing Teams MOFU

Recruiter and Hiring Manager SLA Template

Tired of misaligned expectations between recruiters and hiring managers? Define response times, handoff standards and escalation paths before they become recurring problems.

Fix hiring handoffs
📋
Switchers Agencies BOFU

Candidate and Vacancy Data Migration Checklist

About to migrate candidate and vacancy records? Avoid duplicates, missing fields and broken mappings with a step-by-step pre-migration checklist and data audit template.

Plan data migration
📈
Agencies In-House TA MOFU

Weekly Recruiting Dashboard Template for Hiring Leaders

Don't have a standard way to report pipeline progress? Use a ready-made weekly dashboard template for consistent, low-effort reporting to hiring leaders and stakeholders.

See the dashboard template
💬
Agencies SMB MOFU

Candidate Communication Automation Playbook

Candidates going dark because follow-up is manual and inconsistent? Automate communication touchpoints - from application acknowledgement to post-interview updates - with a ready-to-implement playbook.

Automate communication workflows
📝
Agency Owners Heads of Delivery MOFU

Recruitment Agency SOP from Intake to Shortlist

Delivery quality varies across your team? Standardize the entire process - from intake call to shortlist presentation - with a battle-tested SOP your consultants can follow without guessing.

Standardize agency delivery
🎯
In-House HR & TA Early Stage

Interview Scorecard and Interview Pack

Interviewers giving inconsistent, gut-feel feedback? Install a structured scoring system with role-agnostic competency definitions, panel alignment guides and calibration templates.

Improve interview consistency
🟰
In-House HR SMB Early Stage

Retention rate calculator

Benchmark your retention, reconcile headcount data, estimate attrition cost, and model how many employees and dollars you can save with a small retention lift.

Open retention calculator
⚒️
In-House HR SMB Buyer Committees Early Stage

Salary benchmarks by country, industry and grade

Search a role, choose a market, or open a whole industry view. Compare professions by minimum, median and maximum compensation bands.

Explore salary benchmarks
💰
In-House HR SMB Buyer Committees Early Stage

Payroll taxes and employment conditions by country

Choose a country and see a compact hiring guide: employer costs, employee tax context, payroll frequency, statutory benefits, leave, termination and contractor compliance notes.

Open country hiring guide
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