StaffTRAK ATS: Applicant Tracking Smart Excel Template

Last updated on November 27th, 2018 at 03:43 pm

stafftrakhire

Manage Your Next Hiring Campaign Easily with This Downloadable, Applicant Tracking, Smart Excel Template

If you are in the process of recruiting for an open job/position, you can use this smart Excel template — loaded with macros and pivot tables — to track the status of the applicants (candidates) in a visible and organized manner. It will give you an up to date view of how many candidates are in the pipeline and where in the funnel applicants are dropping off. You can also easily view the top reasons why candidates were not hired, along with other key metrics like time to hire and cost of hire and most popular hiring source.

stafftrakhire
  • Download immediately after purchase

  • Loaded with time-saving macros

  • Track all applicants easily

  • Data-packed Digital dashboard

  • Fraction of the cost of cloud software.

FEATURES

  • Visualizes the recruitment funnel, let’s you track candidates at each stage of the hiring process
  • Smart excel template that contains macros that automate and save time
  • Simple Design and Easy Data Entry
  • Identifies top sources of hire and top reasons  for declining applicants
  • Enables you to quickly spot bottlenecks in hiring process
  • Includes a printable interview schedule for hiring managers and interviewer
  • Review performance using key Recruitment Metrics in the Digital Dashboard
  • Customizable
  • Intelligent workflow

BENEFITS

  • A time-saving process that will help manager hiring data
  • Printable dashboard with key  recruiting metrics to optimize recruiting
  • This is a more affordable alternative to expensive specialist hiring software
  • All within Microsoft Excel.
PRICE COMPARISON: Cloud Based ATS VS StaffTRAK ATS 
ATS Software Vendor Yearly Price Estimate
Recruitee £527 a year
Vervoe £854 a year
Zoho Recruit £200 a year per user
StaffTRAK ATS £25 for unlimited users

Video Demo of StaffTRAK ATS 

 

PRODUCT DETAIL

As soon as you have downloaded StaffTRAK ATS, the smart excel template you can get started with your applicant tracking. Save a spare copy of the file, just in case you make a mistake in your working file.

After the file is opened you will need to “Enable Editing” and “Enable Content” in order to make changes and allow totals to calculate.

The file contains fictional data so you can see it working. To delete this data got the jobs and recruits tab and select all the rows that contain data and hit delete. You now have a blank file.

Help

There is a sheet titled, “readme” which tells you how to use the document. Read this and follow it carefully to ensure the tracker works as expected.

 

Setting Up Codes (Codes Tab)

The system contains a set of default status codes which are needed for the ATS to work and report on hiring activity. These codes can be customized to some degree to suit your environment and the instructions for use are below.

1. Dashboard Year. Add in new years as required.
2.Application Source: Rename existing applications sources or add in new application sources as required.
3.Rejection Reasons: Rename existing rejection reasons or add in new ones as required.
4.Job Stage: Can’t be modified. Do not modify.
5.Job Status: Rename existing job statuses or add in new ones as required.
6.Recruit Status: Rename existing recruit statuses or add in new ones as required.
7.Time Period: Can’t be modified. Do not modify.

 

Entering Jobs (Job Tab)

Adding jobs is easy. Go to the ‘Job Tab’ . Then create a ‘job ID’, ‘job title’…, filling out all the columns in the row until you get to the ‘job cost’ column at the end. That’s it, it’s that easy, you’ve added a job.

You may not be able to fill in every column at the start, and that’s OK. Just fill in what you can at the beginning and update as and when necessary.

 

Entering Applicants (Recruits Tab)

Adding applicants is easy. To enter an applicant, go to the recruits tab and select the relevant job ID from the drop down list,( in the first empty row you see) .

The ‘job title’ field adjacent to your selected job id will automatically display the corresponding job title. You can then enter, ‘applicant name’, ‘application source’, along with application dates, 1st/2nd interview dates, offer date and hire date, along with any reasons for rejection. The rejection reasons is for reporting purposes a drop down box, but you can write detailed rejection reasons in the field adjacent. There are also 5 custom fields that you can rename as you see fit to track additional data.

You may not be able to fill in every column at the start, and that’s OK. Just fill in what you can at the beginning and update as and when necessary.

Whatever you do, do not rename column titles A to M or the macro and file will not work.

 

Updating Job and Applicant Data  (Recruit Tab)

As applicants move through each stage of the hiring process you can update the tracker (via the Recruit Tab) to reflect this so you always know what’s going on in your hiring process.

To update job data, as things change during the hiring process, e.g. you incur more hiring costs, simply go to the ‘Jobs Tab’ and make the necessary changes.

To update applicant data, as things change during the hiring process, e.g. you set a 2nd interview date, or you reject someone, simply go to the ‘Recruit Tab’ and make the necessary changes.

If you want to see these new changes reflected in the model, you’ll need to go to the three other reporting sheets, (Tracker, Interview and Dashboard), and click the ‘Refresh Data’ button at the top.

 

Tracker Status Report

This is report for viewing and not editing. By selecting a ‘job id’ you can view the live progress and current status of each position. It tells you how long the position has been open for, and how many candidates are at each stage of the hiring process.

 

Interview Schedule Report

stafftrakhireint

This is a simple interviewee schedule. You simply choose the appropriate job ID and the time period and the corresponding list of scheduled interviewees will appear below it. You can put this into PDF format and email it your hiring managers and other attendees. To get this to PDF, stay on the Interview Form tab, and select, File and then Save As and the select PDF as the file type.  It can automatically be emailed as a PDF by selecting File and then Share, and then send as PDF.

 

Digital Dashboard

stafftrakhiredash

Value for money: 

  • It would cost about £100 to have a VBA developer design this for you business making it very good value, saving you £95 from the outset.
 Cloud Based ATS VS StaffTRAK ATS (PRICE COMPARISON)
ATS Software Vendor Yearly Price Estimate
Recruitee £527 a year
Vervoe £854 a year
Zoho Recruit £200 a year per user
StaffTRAK ATS £25 for unlimited users

 

stafftrakhire
  • Download immediately after purchase

  • Loaded with time-saving macros

  • Track all applicants easily

  • Data-packed Digital dashboard

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