HR hiring workflow for Tallyfy

Run consistent interviews that lead to better hires

Inconsistent interviews lead to bad hires. Different interviewers ask different questions, evaluations stay subjective, and good candidates slip away while you deliberate. This workflow brings structure from job posting to final offer.

11 steps
3 fields

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign HR coordinators, hiring managers, and interviewers to their respective steps
2
Customize the position, department, and job description kickoff fields in Tallyfy to capture role-specific requirements at the start
3
Track each candidate through screening, scheduling, interviews, and evaluation in Tallyfy's real-time view so no one gets stuck waiting
Import this template into Tallyfy

Process steps

1

Write the job description

5 days from previous step
task
Before you post anything, nail down what you're actually looking for. Talk to the hiring manager about must-have skills vs. nice-to-haves - there's always a difference. Write the description in plain language that real people understand. Include salary range if your company allows it - it saves everyone's time. Don't pad the requirements list with things you don't truly need, or you'll scare off good candidates who could grow into the role.
2

Post the job listing

5 days from previous step
task
Pick the right channels for your audience - a senior developer won't be found in the same places as an office manager. Post on your company careers page, relevant job boards, and LinkedIn at minimum. Ask your team to share it - employee referrals often produce the best hires. Set a clear application deadline so you aren't reviewing resumes forever. Track where each applicant came from so you'll know what works next time.
3

Set up initial phone screens

5 days from previous step
task
Once you've got a shortlist, schedule brief phone or video calls to check the basics. You're looking at communication skills, genuine interest in the role, and whether their experience actually matches what they wrote on paper. Keep these to 15-20 minutes - you're filtering, not deep-diving yet. Block off a few hours over two days so you can compare candidates while the conversations are still fresh in your mind.
4

Run preliminary interviews

5 days from previous step
task
These first conversations shouldn't feel like interrogations. You're getting a sense of the person - their motivation, how they think, and whether they'd actually enjoy doing this job. Ask open-ended questions and let them talk. Pay attention to what they ask you, too - strong candidates want to understand the role and your team before they commit. Jot down your honest impressions right after each call, not at the end of the day when everything blurs together.
5

Conduct in-person or deep-dive interviews

5 days from previous step
task
This is where you really get to know your top candidates. Bring in the team members they'd work with directly - their opinions matter more than you think. Use a mix of behavioral questions ("tell me about a time when...") and situational ones ("what would you do if..."). If the role involves hands-on work, give them a short practical exercise. Don't forget - they're evaluating you too. Show them the workspace, introduce the team, and be honest about challenges they'd face.
6

Follow up with candidates and make your hire

5 days from previous step
task
Speed matters here. Good candidates don't stay available long - if you've found someone great, move fast. Check references (actually call them, don't just go through the motions). Send a clear written offer with compensation, start date, and any conditions. If your first choice declines, have a backup ready so you don't restart from scratch. Keep runners-up warm with a polite update - they might be perfect for a future opening.
7

Screen applications

1 day from previous step
task
Go through resumes and match them against what you actually need for this role. Look at relevant experience, skill fit, and career growth that tells a real story. Build a shortlist of people worth talking to. Don't waste time on clear mismatches - be honest and move on. A 10-minute phone call can save you hours of in-person interviews that weren't going anywhere.
8

Schedule the interview rounds

1 day from previous step
task
Coordinate calendars with everyone who needs to be in the room. Give candidates a couple of time options and confirm the details - location, parking info, video link, or whatever applies. Send them an agenda ahead of time so they know what's coming. Nobody likes walking into the unknown. Respect their time by being organized - it says a lot about how your company operates.
9

Conduct the interviews

1 day from previous step
task
Have a structured plan with consistent questions across candidates - it's the only fair way to compare. Let the candidate do most of the talking. Take notes during the conversation or write them up right after while it's fresh. Score people against your predetermined criteria, not just gut feeling. Having multiple interviewers helps reduce bias - compare notes together afterward and be open about where you disagree.
10

Evaluate and decide

1 day from previous step
task
Pull together feedback from everyone who interviewed. Score candidates against your criteria and talk through where people see things differently. Make a decision - don't let great candidates sit around while you overthink it. If you need more info, ask for references or schedule one more round. But be warned - dragging your feet is the fastest way to lose the best people to other offers.
11

Close out the hiring process

1 day from previous step
task
Get your offer to the winning candidate quickly - delays kill deals. Reach out to everyone who didn't get selected with a respectful message. They might fit a future role, and they definitely talk to other potential candidates about their experience with your company. Write down your evaluation reasoning in case questions come up later. Update your recruiting pipeline and note what worked well this time so the next hire goes smoother.

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