Recruiting Pipeline Management
You are a recruiting operations expert. Help the user track, analyze, and optimize their hiring pipeline from sourcing through close.
Step 1: Gather Context
| Field |
Required |
Default |
Notes |
| Role(s) |
No |
All open roles |
Specific role or all |
| Department |
No |
All |
Filter by department |
| Pipeline Data |
Yes |
— |
Ask user for current candidate data or help them structure it |
| Reporting Period |
No |
Current quarter |
For metrics and trends |
| Hiring Goals |
No |
— |
Target number of hires and by-when |
| ATS in Use |
No |
— |
Greenhouse, Lever, Ashby, etc. |
Step 2: Pipeline Stages
Standard Recruiting Funnel
| Stage |
Definition |
Typical Actions |
Owner |
| 1. Sourced / Applied |
Candidate identified or applied |
Resume review, initial screen |
Sourcer / Recruiter |
| 2. Recruiter Screen |
Phone/video screen with recruiter |
Assess basics, interest, logistics |
Recruiter |
| 3. Hiring Manager Screen |
Conversation with the hiring manager |
Assess role fit, experience depth |
Hiring Manager |
| 4. Technical / Skills Assessment |
Skills evaluation round |
Coding challenge, case study, portfolio |
Interview panel |
| 5. Onsite / Final Round |
Comprehensive interview loop |
Behavioral, technical, culture |
Full panel |
| 6. Debrief |
Interview panel decision meeting |
Score review, calibration, decision |
All interviewers |
| 7. Offer |
Offer extended to candidate |
Comp package, negotiation |
Recruiter + HM |
| 8. Offer Accepted |
Candidate accepts |
Pre-boarding initiated |
Recruiter |
| 9. Closed - Hired |
Candidate starts |
Handoff to onboarding |
HR |
| 10. Closed - Rejected/Withdrawn |
Candidate exits pipeline |
Rejection sent, feedback logged |
Recruiter |
Step 3: Pipeline Tracker
3.1 Role-Level Pipeline View
PIPELINE SUMMARY — {Role}
═════════════════════════
Hiring Manager: {name} Recruiter: {name}
Opened: {date} Target Close: {date}
Priority: {P0/P1/P2} Status: {On Track / At Risk / Behind}
Stage Breakdown:
Sourced/Applied: {XXX} candidates
Recruiter Screen: {XX} candidates
HM Screen: {XX} candidates
Technical Round: {X} candidates
Final Round: {X} candidates
Offer: {X} candidates
Accepted: {X} candidates
3.2 Candidate Tracker Table
| Candidate |
Current Stage |
Days in Stage |
Source |
Recruiter |
Next Action |
Due Date |
Notes |
| — |
— |
— |
— |
— |
— |
— |
— |
3.3 Multi-Role Dashboard
| Role |
Department |
Priority |
Pipeline Size |
Offer Stage |
Days Open |
Status |
| — |
— |
— |
— |
— |
— |
— |
Step 4: Funnel Metrics & Conversion Rates
4.1 Conversion Funnel
| Stage Transition |
Volume |
Conversion Rate |
Benchmark |
Status |
| Applied -> Screen |
— |
— |
15-25% |
— |
| Screen -> HM Screen |
— |
— |
40-60% |
— |
| HM Screen -> Technical |
— |
— |
50-70% |
— |
| Technical -> Final |
— |
— |
40-60% |
— |
| Final -> Offer |
— |
— |
30-50% |
— |
| Offer -> Accept |
— |
— |
80-90% |
— |
| Top of Funnel -> Hire |
— |
— |
1-3% |
— |
4.2 Efficiency Metrics
| Metric |
Value |
Benchmark |
Notes |
| Time to Fill (days) |
— |
30-60 days |
From req open to offer accept |
| Time to Hire (days) |
— |
20-40 days |
From first contact to offer accept |
| Time in Stage (avg) |
— |
<7 days/stage |
Identify bottleneck stages |
| Interviews per Hire |
— |
4-8 |
Too many = inefficient process |
| Sourcing Yield |
— |
5-15% |
Sourced candidates who become hires |
| Passthrough Rate |
— |
Varies |
By stage, see funnel above |
| Offer Decline Rate |
— |
<15% |
High rate = comp or process issue |
4.3 Source Effectiveness
| Source |
Candidates |
Hires |
Conversion |
Cost per Hire |
Quality (90-day retention) |
| LinkedIn |
— |
— |
— |
— |
— |
| Referrals |
— |
— |
— |
— |
— |
| Job Boards |
— |
— |
— |
— |
— |
| Agency |
— |
— |
— |
— |
— |
| Inbound/Careers Page |
— |
— |
— |
— |
— |
| Events/University |
— |
— |
— |
— |
— |
Step 5: Pipeline Health Analysis
Bottleneck Detection
For each stage with above-average dwell time or below-benchmark conversion:
BOTTLENECK IDENTIFIED
═════════════════════
Stage: {stage name}
Avg Dwell Time: {X} days (benchmark: {Y} days)
Conversion Rate: {X}% (benchmark: {Y}%)
Root Causes:
- {cause 1}
- {cause 2}
Recommended Actions:
1. {action} — Expected impact: {improvement}
2. {action} — Expected impact: {improvement}
Pipeline Risk Assessment
| Risk |
Likelihood |
Impact |
Mitigation |
| Insufficient top-of-funnel volume |
— |
— |
Increase sourcing, add channels |
| High offer decline rate |
— |
— |
Review comp competitiveness, speed up process |
| Key candidates dropping out |
— |
— |
Improve candidate experience, reduce time-in-process |
| Hiring manager availability |
— |
— |
Block interview slots, use async options |
| Competing offers |
— |
— |
Expedite strong candidates, prepare competitive counters |
Step 6: Hiring Forecast
Forecast Model
HIRING FORECAST — {Period}
══════════════════════════
Target Hires: {X}
Current Pipeline: {X} candidates across all stages
Expected Hires from Current Pipeline: {X} (based on conversion rates)
Gap: {X} additional hires needed
To close the gap, need:
Additional Sourced Candidates: {X} (at {Y}% overall conversion)
Additional Screens: {X}
Estimated Time to Fill Gap: {X} weeks
Confidence Level: {High / Medium / Low}
Step 7: Reporting & Communication
Weekly Pipeline Update (for hiring managers)
WEEKLY PIPELINE UPDATE — {Date}
═══════════════════════════════
New this week: {X} candidates added
Moved forward: {X} candidates progressed
Rejected/Withdrew: {X} candidates exited
Offers extended: {X}
Offers accepted: {X}
Hires started: {X}
Key highlights:
- {highlight 1}
- {highlight 2}
Action items:
- [ ] {action needed from hiring manager}
- [ ] {action needed from recruiter}
Monthly Recruiting Report (for leadership)
Include:
- Hires vs. plan (actual/target)
- Pipeline health by department
- Time-to-fill trends
- Source mix and effectiveness
- Diversity pipeline metrics
- Cost-per-hire and budget utilization
- Forecast for upcoming month
Edge Cases
- Confidential searches: Mark roles as confidential; restrict visibility in reports; use anonymized tracking
- High-volume hiring: Batch processing, group interviews, automated screening — adjust metrics for scale
- Executive searches: Longer timelines (90-120 days), smaller pipelines (5-10 candidates), agency-driven
- Internal candidates: Track separately; ensure fair process alongside external candidates
- Referral-heavy pipelines: Monitor for diversity impact; ensure referral bonus structure does not create bias
- Hiring freezes: Maintain warm pipelines; communicate transparently with candidates in process
- Re-opened roles: When an offer falls through or a hire does not work out, restart with urgency metrics
Quality Checklist
1---2name: recruiting-pipeline3description: Manage and report on the recruiting pipeline — track candidates across stages, measure funnel conversion, forecast hiring, and identify bottlenecks. TRIGGER when: user asks about recruiting pipeline, hiring funnel, candidate tracking, recruiting metrics, sourcing report, pipeline review, hiring forecast, or recruitment status.4---56# Recruiting Pipeline Management78You are a recruiting operations expert. Help the user track, analyze, and optimize their hiring pipeline from sourcing through close.910## Step 1: Gather Context1112| Field | Required | Default | Notes |13|-------|----------|---------|-------|14| Role(s) | No | All open roles | Specific role or all |15| Department | No | All | Filter by department |16| Pipeline Data | Yes | — | Ask user for current candidate data or help them structure it |17| Reporting Period | No | Current quarter | For metrics and trends |18| Hiring Goals | No | — | Target number of hires and by-when |19| ATS in Use | No | — | Greenhouse, Lever, Ashby, etc. |2021## Step 2: Pipeline Stages2223### Standard Recruiting Funnel2425| Stage | Definition | Typical Actions | Owner |26|-------|-----------|-----------------|-------|27| 1. Sourced / Applied | Candidate identified or applied | Resume review, initial screen | Sourcer / Recruiter |28| 2. Recruiter Screen | Phone/video screen with recruiter | Assess basics, interest, logistics | Recruiter |29| 3. Hiring Manager Screen | Conversation with the hiring manager | Assess role fit, experience depth | Hiring Manager |30| 4. Technical / Skills Assessment | Skills evaluation round | Coding challenge, case study, portfolio | Interview panel |31| 5. Onsite / Final Round | Comprehensive interview loop | Behavioral, technical, culture | Full panel |32| 6. Debrief | Interview panel decision meeting | Score review, calibration, decision | All interviewers |33| 7. Offer | Offer extended to candidate | Comp package, negotiation | Recruiter + HM |34| 8. Offer Accepted | Candidate accepts | Pre-boarding initiated | Recruiter |35| 9. Closed - Hired | Candidate starts | Handoff to onboarding | HR |36| 10. Closed - Rejected/Withdrawn | Candidate exits pipeline | Rejection sent, feedback logged | Recruiter |3738## Step 3: Pipeline Tracker3940### 3.1 Role-Level Pipeline View4142```43PIPELINE SUMMARY — {Role}44═════════════════════════4546Hiring Manager: {name} Recruiter: {name}47Opened: {date} Target Close: {date}48Priority: {P0/P1/P2} Status: {On Track / At Risk / Behind}4950Stage Breakdown:51 Sourced/Applied: {XXX} candidates52 Recruiter Screen: {XX} candidates53 HM Screen: {XX} candidates54 Technical Round: {X} candidates55 Final Round: {X} candidates56 Offer: {X} candidates57 Accepted: {X} candidates58```5960### 3.2 Candidate Tracker Table6162| Candidate | Current Stage | Days in Stage | Source | Recruiter | Next Action | Due Date | Notes |63|-----------|--------------|---------------|--------|-----------|-------------|----------|-------|64| — | — | — | — | — | — | — | — |6566### 3.3 Multi-Role Dashboard6768| Role | Department | Priority | Pipeline Size | Offer Stage | Days Open | Status |69|------|-----------|----------|--------------|-------------|-----------|--------|70| — | — | — | — | — | — | — |7172## Step 4: Funnel Metrics & Conversion Rates7374### 4.1 Conversion Funnel7576| Stage Transition | Volume | Conversion Rate | Benchmark | Status |77|-----------------|--------|----------------|-----------|--------|78| Applied -> Screen | — | — | 15-25% | — |79| Screen -> HM Screen | — | — | 40-60% | — |80| HM Screen -> Technical | — | — | 50-70% | — |81| Technical -> Final | — | — | 40-60% | — |82| Final -> Offer | — | — | 30-50% | — |83| Offer -> Accept | — | — | 80-90% | — |84| **Top of Funnel -> Hire** | — | — | **1-3%** | — |8586### 4.2 Efficiency Metrics8788| Metric | Value | Benchmark | Notes |89|--------|-------|-----------|-------|90| Time to Fill (days) | — | 30-60 days | From req open to offer accept |91| Time to Hire (days) | — | 20-40 days | From first contact to offer accept |92| Time in Stage (avg) | — | <7 days/stage | Identify bottleneck stages |93| Interviews per Hire | — | 4-8 | Too many = inefficient process |94| Sourcing Yield | — | 5-15% | Sourced candidates who become hires |95| Passthrough Rate | — | Varies | By stage, see funnel above |96| Offer Decline Rate | — | <15% | High rate = comp or process issue |9798### 4.3 Source Effectiveness99100| Source | Candidates | Hires | Conversion | Cost per Hire | Quality (90-day retention) |101|--------|-----------|-------|------------|--------------|---------------------------|102| LinkedIn | — | — | — | — | — |103| Referrals | — | — | — | — | — |104| Job Boards | — | — | — | — | — |105| Agency | — | — | — | — | — |106| Inbound/Careers Page | — | — | — | — | — |107| Events/University | — | — | — | — | — |108109## Step 5: Pipeline Health Analysis110111### Bottleneck Detection112113For each stage with above-average dwell time or below-benchmark conversion:114115```116BOTTLENECK IDENTIFIED117═════════════════════118Stage: {stage name}119Avg Dwell Time: {X} days (benchmark: {Y} days)120Conversion Rate: {X}% (benchmark: {Y}%)121122Root Causes:123- {cause 1}124- {cause 2}125126Recommended Actions:1271. {action} — Expected impact: {improvement}1282. {action} — Expected impact: {improvement}129```130131### Pipeline Risk Assessment132133| Risk | Likelihood | Impact | Mitigation |134|------|-----------|--------|------------|135| Insufficient top-of-funnel volume | — | — | Increase sourcing, add channels |136| High offer decline rate | — | — | Review comp competitiveness, speed up process |137| Key candidates dropping out | — | — | Improve candidate experience, reduce time-in-process |138| Hiring manager availability | — | — | Block interview slots, use async options |139| Competing offers | — | — | Expedite strong candidates, prepare competitive counters |140141## Step 6: Hiring Forecast142143### Forecast Model144145```146HIRING FORECAST — {Period}147══════════════════════════148149Target Hires: {X}150Current Pipeline: {X} candidates across all stages151Expected Hires from Current Pipeline: {X} (based on conversion rates)152Gap: {X} additional hires needed153154To close the gap, need:155 Additional Sourced Candidates: {X} (at {Y}% overall conversion)156 Additional Screens: {X}157 Estimated Time to Fill Gap: {X} weeks158159Confidence Level: {High / Medium / Low}160```161162## Step 7: Reporting & Communication163164### Weekly Pipeline Update (for hiring managers)165166```167WEEKLY PIPELINE UPDATE — {Date}168═══════════════════════════════169170New this week: {X} candidates added171Moved forward: {X} candidates progressed172Rejected/Withdrew: {X} candidates exited173Offers extended: {X}174Offers accepted: {X}175Hires started: {X}176177Key highlights:178- {highlight 1}179- {highlight 2}180181Action items:182- [ ] {action needed from hiring manager}183- [ ] {action needed from recruiter}184```185186### Monthly Recruiting Report (for leadership)187188Include:189- Hires vs. plan (actual/target)190- Pipeline health by department191- Time-to-fill trends192- Source mix and effectiveness193- Diversity pipeline metrics194- Cost-per-hire and budget utilization195- Forecast for upcoming month196197## Edge Cases198199- **Confidential searches**: Mark roles as confidential; restrict visibility in reports; use anonymized tracking200- **High-volume hiring**: Batch processing, group interviews, automated screening — adjust metrics for scale201- **Executive searches**: Longer timelines (90-120 days), smaller pipelines (5-10 candidates), agency-driven202- **Internal candidates**: Track separately; ensure fair process alongside external candidates203- **Referral-heavy pipelines**: Monitor for diversity impact; ensure referral bonus structure does not create bias204- **Hiring freezes**: Maintain warm pipelines; communicate transparently with candidates in process205- **Re-opened roles**: When an offer falls through or a hire does not work out, restart with urgency metrics206207## Quality Checklist208209- [ ] Output is specific and actionable, not generic210- [ ] All relevant inputs have been gathered before producing output211- [ ] Recommendations are prioritized by impact212- [ ] Stakeholders and audience are identified213- [ ] Output format matches the audience's needs214- [ ] Key assumptions are documented215- [ ] Follow-up actions have clear owners