What is a candidate tracking template?
A candidate tracking template is a hiring pipeline: one record per applicant with the role they applied for, the stage they are at, where they came from and what they expect to earn, plus their resume on file. A board by stage shows how many people are in screening, interview and offer for every open role.
In PromptLab it installs as a custom object with six sample candidates across the stages, so the board has a shape before your first real applicant arrives.
What's inside
| Field | Type | Choices and details |
|---|---|---|
| Name | Text | |
| Role | Text | |
| Stage | Status | Applied, Screening, Interview, Offer, Hired, Rejected |
| Phone | Phone | |
| Source | Select | LinkedIn, Referral, Job board, Website, Agency |
| Expected salary | Currency | USD |
| Resume | File |
1Eight fields per applicant
Name, Role, Stage, Email, Phone, Source, Expected salary and Resume. Aisha Khan is interviewing for Account Executive after applying through LinkedIn, expecting $95,000; Priya Nair has an offer for Marketing Manager and came in through an agency.
Source is a select with LinkedIn, Referral, Job board, Website and Agency, so you can see which channel your hires actually come from. Resume is a file field: attach the PDF to the candidate rather than keeping it in an inbox.
Use templateCandidates
Object · 8 fields
2A board from Applied to Hired
Stage runs Applied, Screening, Interview, Offer, Hired and Rejected, and the template adds a shared Board view grouped by it. Set a candidate's stage on their record and they move to that column.
Use templateCandidates
Object · 8 fields
3Fit it to your hiring process
Add the stages your process has, a technical round or a reference check, and fields like interviewer, notice period or a scorecard rating. Every field and choice can be edited after install, and a CSV or Excel export from a job board can be imported into the object.