Monday.com Dropdown Template for Recruitment Pipeline

Recruitment Pipeline Template Overview

Track candidates through hiring stages with automated stakeholder notifications.

Board Structure

Groups

• Active Candidates
• Interview Stage
• Offer Stage
• Hired
• Archive

Columns

Column	Type	Purpose
Candidate	Text	Track candidate
Position	Text	Track position
Stage	Dropdown	Options: Applied, Resume Review, Phone Screen, Technical Interview, Final Round, Offer, Hired, Rejected
Source	Dropdown	Options: LinkedIn, Referral, Job Board, Career Page, Agency
Recruiter	Text	Track recruiter
Hiring Manager	Person	Track hiring manager
Interview Date	Date	Track interview date

## Dropdown Configuration

Stage

Options: Applied → Resume Review → Phone Screen → Technical Interview → Final Round → Offer → Hired → Rejected

Source

Options: LinkedIn → Referral → Job Board → Career Page → Agency

Zorpa Automation Rules

Install Zorpa and configure these rules:

• When Stage changes to Technical Interview → notify hiring manager + create calendar hold
• When Stage changes to Offer → notify HR + trigger offer letter workflow
• Cascade: Department → Position (show only open positions in department)

How to Set Up

• Create a new Monday.com board
• Add the columns listed above (dropdown columns with the specified options)
• Create the groups: Active Candidates, Interview Stage, Offer Stage, Hired, Archive
• Install Zorpa from the Monday Marketplace
• Open Zorpa Board View and add the automation rules above
• Test each rule with sample data

Customization Ideas

• Add more dropdown options based on your specific workflow
• Create additional Zorpa rules for edge cases
• Set up cross-board sync if you use multiple related boards
• Add cascading dropdowns for category → subcategory relationships