Home
cd ../playbooks
HR & RecruitingIntermediate

Recruiting Pipeline Tracker

Track recruiting pipeline stages, candidate status, conversion rates, and hiring metrics

10 minutes
By AnthropicSource
#recruiting#pipeline#hiring#candidate-tracking

Your best candidates ghost you because nobody followed up for 5 days. Recruiters track candidates in spreadsheets, hiring managers ask 'where are we on that role?' weekly, and nobody knows the actual time-to-fill or stage conversion rates. A structured pipeline tracker turns recruiting chaos into a measurable, accountable process.

Who it's for: talent acquisition managers tracking hiring velocity across open roles, recruiters managing candidate flow through multiple interview stages, HR directors measuring recruiting effectiveness and time-to-fill, hiring managers wanting visibility into their open requisitions, people ops teams building recruiting dashboards for leadership

Example

"Set up a recruiting pipeline tracker for our 15 open roles" → Pipeline system: stage-by-stage candidate tracking with status updates, conversion rate calculations per stage, time-in-stage alerts for stalled candidates, hiring manager dashboard with role-level summaries, weekly pipeline health report, and sourcing channel effectiveness analysis

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Recruiting Pipeline Tracker

Help manage the recruiting pipeline from sourcing through offer acceptance.

## Pipeline Stages

| Stage | Description | Key Actions |
|-------|-------------|-------------|
| Sourced | Identified and reached out | Personalized outreach |
| Screen | Phone/video screen | Evaluate basic fit |
| Interview | On-site or panel interviews | Structured evaluation |
| Debrief | Team decision | Calibrate feedback |
| Offer | Extending offer | Comp package, negotiation |
| Accepted | Offer accepted | Transition to onboarding |

## Metrics to Track

- **Pipeline velocity**: Days per stage
- **Conversion rates**: Stage-to-stage drop-off
- **Source effectiveness**: Which channels produce hires
- **Offer acceptance rate**: Offers extended vs. accepted
- **Time to fill**: Days from req open to offer accepted

## If ATS Connected

Pull candidate data automatically, update statuses, and track pipeline metrics in real time.
README.md

What This Does

This playbook helps you manage and analyze your recruiting pipeline from sourcing through offer acceptance. It tracks candidates across pipeline stages, calculates conversion rates and velocity metrics, identifies bottlenecks, and provides a structured view of your hiring funnel.


Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Set Up Your Project

Create a project folder and place the template inside:

mkdir -p ~/Documents/RecruitingPipeline
mv ~/Downloads/recruiting-pipeline-tracker.md ~/Documents/RecruitingPipeline/CLAUDE.md

Step 3: Start Working

cd ~/Documents/RecruitingPipeline
claude

Say: "Show me the current recruiting pipeline for engineering roles"


Pipeline Stages

Stage Description Key Actions
Sourced Identified and reached out Personalized outreach
Screen Phone/video screen Evaluate basic fit
Interview On-site or panel interviews Structured evaluation
Debrief Team decision Calibrate feedback
Offer Extending offer Comp package, negotiation
Accepted Offer accepted Transition to onboarding

Key Metrics

  • Pipeline velocity -- Average days per stage; identifies where candidates stall
  • Conversion rates -- Stage-to-stage drop-off percentages
  • Source effectiveness -- Which sourcing channels produce the most hires
  • Offer acceptance rate -- Ratio of offers extended to offers accepted
  • Time to fill -- Total days from req open to offer accepted

Example Prompts

"Show me the current recruiting pipeline for engineering roles"
"What's our conversion rate from screen to interview this quarter?"
"Which sourcing channels have the best offer acceptance rate?"
"How many candidates are in the interview stage for the PM role?"
"Calculate time to fill for all roles closed last month"
"Where are the bottlenecks in our hiring funnel?"

$Related Playbooks

HR & Recruiting

Compensation Analysis & Recommendations

Analyze compensation data for market alignment, internal equity, and pay gap identification with adjustment recommendations.

10 minutes
Intermediate
HR & Recruiting

Diversity & Inclusion Reporting

Generate diversity and inclusion reports with demographic analysis, representation metrics, and progress tracking against DEI goals.

10 minutes
Intermediate
HR & Recruiting

Employee Communication Campaigns

Design internal communication campaigns for organizational changes, new initiatives, and employee engagement with multi-channel messaging.

10 minutes
Intermediate
HR & Recruiting

Employee Handbook & Policy Updates

Draft and update employee handbook sections and HR policies with consistent formatting, clear language, and compliance alignment.

10 minutes
Intermediate
HR & Recruiting

Exit Interview Analysis

Analyze exit interview data to identify attrition themes, department patterns, and actionable retention recommendations.

10 minutes
Intermediate
HR & Recruiting

Interview Scorecard Builder

Generate structured interview question banks with competency-based scorecards for consistent, bias-reduced candidate evaluation.

5 minutes
Beginner
HR & Recruiting

Job Description & Role Documentation

Create comprehensive job descriptions with screening criteria, interview questions, and evaluation rubrics that attract qualified candidates.

5 minutes
Beginner
HR & Recruiting

Onboarding Documentation & Checklists

Build comprehensive onboarding programs with day-by-day checklists, role-specific guides, and milestone tracking for new hires.

5 minutes
Beginner
HR & Recruiting

Performance Review Writer

Generate thorough, balanced performance reviews with specific examples, rating justifications, and development plans.

10 minutes
Beginner
HR & Recruiting

Workflows Gap Analysis

Assess workforce capabilities against strategic needs, identify skill gaps, and build targeted development and hiring plans.

10 minutes
Intermediate
HR & Recruiting

Applicant Screening Assistant

Screen job applications against requirements and score candidates

10 minutes
Beginner
HR & Recruiting

Compensation Benchmarker

Compensation analysis, band placement, equity modeling, and market benchmarking

10 minutes
Advanced

Browse all HR & Recruiting playbooks →