HR recruitment workflow for Tallyfy

Hire consistently from posting to offer acceptance

Hiring involves HR, hiring managers, and multiple interview rounds. Without a clear process, candidates get lost, interviews are inconsistent, and good people accept other offers. This workflow manages the complete hiring cycle so nothing falls through.

9 steps

Import into Tallyfy Preview steps

Management Consulting HR

Run this workflow in Tallyfy

Import this template into Tallyfy and assign HR to posting and screening steps while hiring managers handle interview rounds and final selection

Use Tallyfy's 9-step process to advertise jobs, receive and categorize applications, schedule first and second interviews, and send appropriate communications to all candidates

Track every open position in Tallyfy's dashboard to see where candidates are in the pipeline, ensure timely interview scheduling, and send thank-you emails whether candidates are successful or not

Import this template into Tallyfy

Process steps

HR: Advertise job

5 days from previous step

task

Send the job ad out to all your advertising channels. Don't forget to include the details below.

Company: {{company-name-209329}}
Company address: {{company-address-209330}}
Position advertised: {{position-advertised-209331}}
Job description: {{job-description-209332}}

Thanks,
HR Manager.

HR: Receive job applications

5 days from previous step

task

Collect and log all incoming job applications from candidates. You'll want to make sure nothing slips through the cracks.

Company: {{company-name-209329}}
Company address: {{company-address-209330}}
Position advertised: {{position-advertised-209331}}
Job description: {{job-description-209332}}

Thanks,
HR Manager.

HR: Categorize applications into suitable and unsuitable

5 days from previous step

task

**Categorize each application as suitable or unsuitable.** It's best to review them against the job requirements so you don't miss strong candidates.

Thanks,
HR Manager.

HR: Suitable applications

5 days from previous step

task

**Insert candidate success criteria template**

Assess applications against the success criteria. You'll want to shortlist the strongest matches - they're your interview candidates.

Thanks,
HR Manager.

HR: Unsuitable applications

5 days from previous step

task

Compile the list of unsuitable candidate applications. They'll need a polite rejection email later, so keep notes on why each one didn't make the cut.

Thanks,
HR Manager.

HR: 1st candidate interview

5 days from previous step

task

Schedule the first interview date and time. Make sure you've sent the candidate all the details they'll need beforehand.

Thanks,
HR Manager.

HR: 2nd candidate interview

5 days from previous step

task

Schedule the second interview date and time. This round shouldn't repeat the same questions - it's better to focus on areas that weren't covered in the first interview.

Thanks,
HR Manager.

HR: Send thank you email

5 days from previous step

task

**Insert regret thank you email template**

Even if a candidate wasn't selected, they still deserve a thank-you for their time. A thoughtful rejection email goes a long way - and it'll reflect well on your employer brand.

Thanks,
HR Manager.

HR: Job offer

5 days from previous step

task

**Insert job offer email template**

Once you've picked your top candidate, send the formal offer. Don't wait too long - great candidates won't stay available forever.

Thanks,
HR Manager.