CRM Recruitment / Hiring worksheet

Give the role a clear purpose.

A worksheet for an employer conversation. It separates the work, the practical conditions and the decision process without initiating a search.

Before the list of requirements

The work to own

Describe the recurring work or project responsibility that needs a person’s attention.

The support available

Explain the team, reporting arrangement and resources around the role. A requirement without context is harder to interpret.

The hiring decision

Agree who will review candidates, what evidence is useful and how feedback will be handled.

Your local hiring brief

Your draft appears here. Nothing is sent or booked. Use general notes rather than private information.

Confirm with the responsible people

A live brief needs accurate employment terms, a reviewed role description and an agreed agency service. Do not place personal candidate details, confidential business records or employment advice requests into this local worksheet.

Read the employer route as a whole.

The employer guide connects the brief with the process and the agency handoff.

Read the employer guide