TACTIXProcess templates
Hiring Process Template & Flowchart
Good candidates are lost in slow, scattered processes. This template orders the steps from the role need to the first day, with the decision point and approvals.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| Manager | 1 · StartDefine the role | 4 · StepInterview | 5 · DecisionA good fit? | |||||
|---|---|---|---|---|---|---|---|---|
| HR | 2 · StepPublish the job ad | 3 · StepScreen applications | 6 · DocumentSend the offer | 8 · EndOnboarding | ||||
| Candidate | 7 · StepAccept the offer |
Step by step
Define the role
Publish the job ad
Screen applications
- CV fits
- Salary expectation fits
Interview
A good fit?
- Yes → Step 6: Send the offer
- No → Step 3: Screen applications
Send the offer
Accept the offer
Onboarding
- Accounts created
- Equipment handed over
Who does what? (RACI summary)
R: responsible · A: approves
| Step | Manager | HR | Candidate |
|---|---|---|---|
| Define the role | R | ||
| Publish the job ad | A | R | |
| Screen applications | R | ||
| Interview | R | ||
| A good fit? | R | ||
| Send the offer | A | R | |
| Accept the offer | R | ||
| Onboarding | R |
When to use it
- Several people interview candidates
- Offer approvals keep getting delayed
- You want to teach hiring to new managers
Tips
- Write screening criteria as checklist items.
- Route the “not a fit” path back to screening.
- Make the manager the approver of the offer step.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.