Free templates and guides for agency teams.

In short

Twelve free templates for recruitment agencies — screening checklists, a screening question bank, structured interview questions, an interview scorecard, client kickoff and AI policy templates, delivery-time worksheets and vendor evaluation sheets — plus plain-English guides to AI recruiting.

Guides

Free recruitment templates

Spreadsheet templates open in Excel, Google Sheets or Numbers. Each one includes its own instructions.

Screening

CSV
Candidate screening checklist
A per-role checklist to structure first-round application review and record who reviewed what.
Download free template
CSV
Candidate screening question bank
Screening questions grouped by theme, with why you ask each one and a suggested follow-up.
Download free template

Interviewing

CSV
Structured interview questions
40 structured interview questions grouped by competency. Ask the same set for every candidate on a role.
Download free template
CSV
Interview scorecard template
Rate every candidate against the same criteria and record a consistent recommendation.
Download free template
CSV
AI interview capacity worksheet
Plan AI interview volume per active role per week, with illustrative sample rows to replace.
Download free template

Clients

CSV
Client kickoff worksheet
Capture role outcomes, requirements and process owners with the client at kickoff.
Download free template
Markdown
AI recruiting policy template for agency clients
Give agency clients a clear starting point for documenting how AI is used in their hiring.
Download free template

Metrics

CSV
Time to first shortlist worksheet
Measure the time from an accepted client brief to a delivered shortlist, using one clear definition.
Download free template
CSV
Time to hire baseline worksheet
Record real timestamps for your next ten placements before changing your process.
Download free template
CSV
Resume screening metrics tracker
Track weekly screening volumes and pass-through rates for each role.
Download free template

Buying software

CSV
High-volume requirements checklist
Compare high-volume recruiting software on what you saw demonstrated, not what was promised.
Download free template
CSV
AI hiring vendor evaluation sheet
Evaluate AI hiring vendors side by side, recording only capabilities you saw working.
Download free template

More from Beatview

Turn the templates into a working first round.

Beatview applies your criteria and structured questions to every candidate — and keeps the evidence.

• Free plan with one active role
• Runs alongside your ATS
• Recruiters keep every decision