Form templates / Recruiting & Staffing
Recruitment Intake Form
A recruitment intake form is the briefing a recruiter needs before sourcing anyone. What the role actually does, what's genuinely essential, and what the process is.
For recruiters, staffing agencies and in-house talent teams.
Separate the essential from the wish list, on the record
Every job brief contains fifteen requirements, of which four are real. Sourcing against all fifteen finds nobody; sourcing against a guess gets candidates rejected for a reason that was never stated.
So this template forces the split: three genuine must-haves, then everything else as desirable. It also asks for the interview process and the decision-maker's availability - because the most common reason a good candidate is lost is a hiring manager who couldn't interview for two weeks.
What a good intake form saves you
The first message from a new candidate almost never contains what you need. You reply asking one question; they answer a different one; a week later you still can't start. Every round trip is a day, and the candidates who go quiet are usually the ones who got tired of answering.
One form ends that. Ask everything once, get a complete picture, and start the same day. The questions in this template are the ones you end up asking anyway - the form just gets them asked up front.
Comparable candidates, not forty differently-formatted CVs
The slow part of hiring isn't reading CVs - it's normalising them. Availability, location, right to work, salary expectation and notice period asked identically make a shortlist a sort rather than a project.
It's also a better candidate experience: a five-minute form that clearly asks what matters beats an inbox that never replies.
Fast enough that people finish it
Abandonment is mostly a speed problem. A form that takes a second to appear and submits in one request gets finished; one that loads a framework first does not. This is a single self-contained page - no scripts to download, nothing to wait for.
One minute to make it your own
Every label, option and placeholder on this template is editable, and you can add whatever this template doesn't ask. Save to publish, share the link, and export the responses whenever you need them in a spreadsheet.
What this template asks
- Hiring manager name
- Email address
- Company
- Department or team
- Job title
- How many vacancies?
- Why is the role open?
- What is this person actually for?
- What will they do day to day?
- Who do they report to?
- How many people will report to them?
- The three things a candidate genuinely cannot do without
- Everything else that would be nice
- What would rule someone out immediately?
- Experience level
- Salary band
- Is there flexibility for an exceptional candidate?
- What's in the package?
- Working pattern
- How many interview stages?
- What happens at each stage?
- How quickly can you interview and decide?
- Who's involved in interviewing?
- Ideal start date
- How urgent is it?
More Recruiting & Staffing forms
Questions
Why ask for the interview process up front?
Because it's the biggest predictor of whether you'll fill the role. Four stages over five weeks loses candidates to a two-stage competitor, and the hiring manager should hear that on day one.
Should I insist on a salary band?
Yes - a role advertised without one attracts fewer applicants and wastes time on candidates priced out of it. Push back on "competitive".
Can I add or remove questions?
Yes - every question here is a starting point. Add your own, delete what doesn't apply, reorder by dragging, and make anything required or optional. Saving publishes the change immediately.
Where do the answers go?
Into your dashboard, where you can read, filter and export them as a spreadsheet. You can also have every response emailed to you the moment it arrives, or as a daily or weekly digest.
Do I need a website?
No. Every form gets its own link you can paste into an email signature, a text message, a QR code or a social profile. If you do have a site, you can link to it from anywhere on it.
Can candidates attach a CV?
Not yet - uploads are on the roadmap. Asking for a link to a CV or profile works today, and the structured answers are usually what you screen on anyway.
Publish your recruitment intake form today
Start from this template and change anything you like. Free to begin.