Executive Recruiter Templates

There is a huge number of templates that someone in the Executive Recruiter role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Executive Recruiter. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Job Description Template
2. Candidate Evaluation Template
3. Interview Assessment Template
4. Reference Check Template
5. Offer Letter Template
6. Onboarding Checklist Template
7. Monthly Recruitment Report Template
8. Client Engagement Template
9. Candidate Database Template
10. Performance Review Template

Reports

Reports are often prepared by a Executive Recruiter to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Recruitment Activity Report
2. Candidate Sourcing Report
3. Hiring Manager Feedback Report
4. Diversity and Inclusion Report
5. Time-to-Fill Report
6. Offer Acceptance Rate Report
7. Candidate Experience Report
8. Recruitment Cost Analysis Report
9. Employee Referral Program Report
10. Market Intelligence Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Executive Recruiter does and how they do it.

1. Job Posting Template
2. Candidate Screening Template
3. Interview Evaluation Template
4. Reference Check Template
5. Offer Letter Template
6. Onboarding Checklist Template
7. Performance Review Template
8. Exit Interview Template
9. Networking Event Template
10. Client Meeting Template

Presentations

Executive Recruiter presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Recruitment Metrics Report
2. Candidate Sourcing Strategies
3. Executive Search Process Overview
4. Talent Acquisition Best Practices
5. Diversity and Inclusion Initiatives Update

Legal Docs

There are several key times when a Executive Recruiter needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Offer Letter Template
4. Confidentiality Agreement Template
5. Independent Contractor Agreement Template

Health & Safety Templates

Health & Safety templates for a Executive Recruiter ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Agenda Template
3. Risk Assessment Template
4. Emergency Evacuation Plan Template
5. Workplace Inspection Checklist Template

Calendars

Setting up Executive Recruiter calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Interview Schedule
2. Candidate Follow-up Calendar
3. Client Meeting Planner
4. Networking Events Calendar
5. Hiring Deadlines Tracker

Invoice Templates

Several types of Executive Recruiter invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Candidate Placement Invoice
2. Client Recruitment Fee Invoice
3. Advertising and Marketing Expense Invoice
4. Travel and Accommodation Reimbursement Invoice
5. Consulting Services Invoice

Survey Templates

For a Executive Recruiter to get insights related to the work they do, they need to send out Executive Recruiter surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Satisfaction Survey
2. Candidate Experience Survey
3. Hiring Manager Feedback Survey
4. Diversity and Inclusion Survey
5. Training and Development Needs Assessment Survey

Meeting Agendas

Having premade Executive Recruiter meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Candidate Review Meeting
3. Client Update Meeting
4. Performance Evaluation Meeting
5. Strategy Planning Meeting

Budget Templates

To manage finances well, a Executive Recruiter would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Monthly Revenue Budget Template
3. Employee Salary Budget Template
4. Marketing and Advertising Budget Template
5. Travel and Entertainment Budget Template

Dashboards

Dashboards are a useful way for a Executive Recruiter to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Candidate Pipeline Dashboard
2. Hiring Metrics Dashboard
3. Diversity and Inclusion Dashboard
4. Performance and Retention Dashboard
5. Compensation and Benefits Dashboard

Proposal Templates

For bidding or requesting work, a Executive Recruiter needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Executive Search Proposal
2. Talent Acquisition Proposal
3. Diversity and Inclusion Proposal
4. Succession Planning Proposal
5. Employer Branding Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Executive Recruiter templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

Executive Recruiter Templates