A hiring manager intake form is a short questionnaire a recruiter and hiring manager complete together at the start of a search, capturing the role's requirements, must-have skills, ideal profile, interview process and timeline. Use it to replace vague briefs with a clear, shared definition of the role, so sourcing starts on target from day one.
Use this intake form to kick off every new search. Sitting down with the hiring manager to complete it replaces a one-line request with a clear, agreed definition of the role — must-haves, ideal profile, process and timeline. That shared brief is what lets sourcing start accurately on day one instead of after two wasted weeks.
Job title: [Title] | Team / department: [Team]
Reports to: [Manager Name, Title] | Direct reports: [number, if any]
Employment type: [Full-time / Part-time / Contract]
Location and work model: [Onsite / Hybrid / Remote — and where]
Salary range and level: [min-max, band]
Why does this role exist — new headcount or backfill? [Answer]
What are the top three outcomes this person must deliver in year one? [1, 2, 3]
What happens if the role stays unfilled? [impact]
How does this role fit into the team and wider goals? [Answer]
Non-negotiable skills / experience: [list]
Nice-to-have skills: [list]
Deal-breakers that should screen a candidate out: [list]
Which requirements are we flexible on for the right person? [Answer]
Where do people like this work today? [target companies / industries]
What titles might they currently hold? [title variations to search]
What would make a candidate say yes to us — the pitch? [selling points]
Any recent examples of a great (or poor) hire for a similar role? [Answer]
Stages and format: [screen, task, panel — order and length]
Who interviews and what each person assesses: [Name — focus]
Key competencies to score and the rubric: [list]
Who makes the final decision? [Name]
Target start date: [Date] | Desired time-to-fill: [X weeks]
Hiring manager availability for interviews: [days / times]
Budget and approvals in place? [Yes / No — details]
Recruiter: [Name] | Hiring manager: [Name] | Date agreed: [Date]
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