Start a new document in Notion. Select the board database as a starting point. Call it ‘Applicant tracking’

Rename columns (and add a few more):

• Applicant
• Review
• Phone Screen
• Project
• Onsite
• Offer
• Hired

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Go into one of the example cards, and rename it an applicants name.

Add properties:

• Job Role (single select): enter your job roles here
• Email (email)
• Employment status (single select): Employed, Freelancing, Looking
• Location (single select): your locations
• Skills (multi select): writing, growth, design etc
• Website (URL):
• Resume (files & media)
• Scorecard (single select): Strong yes, yes, no, strong no
• Status (single select): Active, failed (interview), failed (culture fit), failed (other offer), failed (not interested), failed (bad timing), failed (unresponsive), Snoozed

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Create a template ‘Candidate profile’ and add ‘Notes’ heading with a bulleted list.

Add a ‘References’ heading with a bulleted list

Add a ‘Social’ heading with space for creating the URL bookmark (example shown)

Add a ‘Next steps’ heading with a to-do list.

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In the previous step I overwrote the ‘X’ step.

Add a property (single select): Applicants, review, phone screen, project, onsite, offer, hired.

Now group you’re board by Stage.

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Select which properties you want to display on your applicants cards in the board view.

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Add some applicants into your system.

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Add a table view called ‘All applicants’

Rename your board view ‘Tracking board’

Add a Gallery view ‘Notes’ so you can view applicants notes quickly

Add a board view ‘By Scorecard’ and group by Scorecard. Again select the properties you wish to display.

Add a board view ‘By Role’

Add a board view ‘By Status’