Part of the HR templates hub. It is free, printable and placeholder-based — read it here, copy the block, or use the print/save-as-PDF button. For the wider practice, see the related employer-operations guides and the HR metrics it supports.
Template overview
The template sets out the role and why it is needed, the stages of the process with owners, the target timeline, and where you will source. It is the bridge between a workforce plan and an open role.
When to use it
- Kicking off a new hire and aligning everyone before sourcing.
- Setting a realistic timeline and owners for each stage.
- Planning channels and budget for a role.
Who it is for
- Hiring managers and recruiters planning a role.
- Founders sequencing hires against the plan.
- Operations and HR owning the hiring process.
Template structure
- Role and rationale — what and why, tied to the plan.
- Process stages — screen, interview, decide, offer — with owners.
- Timeline — target dates per stage.
- Channels and budget — where you will source and the cost basis.
- Success measures — how you will know it worked.
Printable template
Copy the block below and replace every [bracketed] placeholder. It contains no real names or data — adapt every part to your situation.
Example (placeholder version)
An illustrative version using placeholders only — it shows the kind of content each part holds, with no real employee or company data.
Customisation guidance
- Tie the role back to the workforce or headcount plan so it is justified.
- Give every stage a single owner and a target date.
- Set a realistic time to fill from your own history, not a hope.
- Decide the quality signal up front so speed never becomes the only goal.
Common mistakes
- Opening a role with no owners or dates per stage.
- Setting a timeline disconnected from how long similar roles take.
- Planning channels without a clear cost basis.
- Measuring only speed and ignoring quality of hire.
Create a professional CV
Hiring for a role like this? Candidates can create and update a clean, well-structured resume with the HELPERG CV Builder — useful to share with applicants who need to refresh their CV before applying.
Export, edit and share documents
Once you have filled in this template, you can export, edit, sign, store and share it as a PDF with the HELPERG PDF Editor — handy for sending a finished document or keeping a clean record.
Free, printable HR resources
Every template here is free and ungated. Grab the matching downloadable checklists too — no signup.