<aside> 💡 This document reviews how to create and configure the Recruiting Planner template report.

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The Recruiting Planner is available on the following plans:

Section overview:

Recruiting Planner Overview

The Recruiting Planner template report allows you to plan required recruiting activities based on historical performance, input headcount goals, and a hiring date range (e.g. this quarter). Ashby will then compute the total available time available to achieve your target headcount hires while incorporating the customizable passthrough rates to summarize the total number of activities at each stage required to hit those goals. Additionally, the overall goals will be presented as a weekly pace of events to better understand the required weekly efforts.

The generated recruiting plan produces overall and weekly numbers for activities in each stage group, broken down by the contributing plans. In this example, to achieve the 32 target hires for the quarter a total of 30 recruiter screens per week is recommended, with 17 of those weekly screens allocated to Engineering candidates.

👨‍🏫 Tutorial

https://www.loom.com/share/f885ddc9c38049259b786bee9d9cac05

✍️ Configure the Recruiting Planner

The Recruiting Planner report can be found in the report template library under Reports > Templates > Recruiting Planner. When creating a new recruiting plan, you’ll specify the date range of your anticipated recruiting efforts (e.g. this quarter, this year, next month, etc) and a headcount target.

1. The date range of your planned recruiting efforts
2. Each plan you add consists of a target hires and a passthrough rate you can customize
3. Remove, reset or customize the passthrough rate with historical data
4. Add additional headcount targets to complete your recruiting plan
5. The overall recruiting plan is summarized in a results table, showing the overall and equivalent weekly activities per stage group, broken down by individual plans.

An example recruiting plan report with three distinct headcount targets contributing to the overall recruiting plan, each with a unique passthrough rate.