New client requirement
Capture the full role brief before assigning sourcing activity.
Recruiter form guide
Job Order Intake Form for Recruiters
A job order intake form captures role requirements, client expectations, must-have skills, compensation, urgency, interview process, fee terms, submission rules, and decision ownership.
Use this form before recruiters begin sourcing so every candidate is measured against the same client-approved requirement.
When to use it
Where this job order intake form helps recruiters
This form helps recruiters decide whether a job is clear, realistic, urgent, and worth prioritizing before sourcing starts.
Priority decision
Score urgency, fee value, exclusivity, and client responsiveness.
Submission alignment
Confirm what the client expects in every candidate submission.
Form fields
What to capture in the job order intake form
The form should be specific enough that another recruiter can work the role without re-asking the client for basics.
1
Role requirement and search scope
Clarify the candidate profile before sourcing begins.
Job title, location, work model, employment type, salary or rate, and target start date.
Must-have skills, preferred skills, certifications, years of experience, and deal-breakers.
Reason for vacancy, team context, reporting line, selling points, and role challenges.
Search geography, target companies, off-limit companies, diversity goals, and sourcing restrictions.
2
Client process and commercial terms
Document how the client will review, interview, and hire.
Hiring manager, decision-maker, interview stages, feedback SLA, and offer approval path.
Submission format, candidate summary expectations, resume requirements, and shortlist volume.
Fee terms, exclusivity, replacement period, payment timing, and contract status.
Recruiter notes on priority, risk, fill probability, and next client follow-up.
Recruiter workflow
How to use this form without slowing the desk
Use the form before opening the job in the CRM and revisit it whenever the client changes expectations.
1
Qualify the role
Check job clarity, urgency, fee value, and client commitment before moving the role to active search.
2
Prioritize recruiter effort
Use the role’s commercial and operational signals to decide how quickly to resource it.
3
Manage submissions from one brief
Keep the intake details attached to the job so every submission reflects the approved requirement.
Common mistakes
What to avoid with this form
Job-order intake fails when recruiters accept vague requirements or skip commercial details that determine whether the role can close.
Accepting unclear must-haves
Recruiters need to know which criteria are non-negotiable and which can flex for the right candidate.
Ignoring feedback speed
A strong shortlist can still fail if the client cannot review candidates quickly.
Missing fee and contract details
Commercial ambiguity creates disputes after recruiter effort has already been invested.
ATZ CRM workflow
How ATZ CRM supports this form
ATZ CRM helps recruiters convert intake details into job records, pipeline stages, candidate submissions, and reporting dashboards.
FAQ
Questions recruiters ask about this form
Quick answers for using the job order intake form in a live recruiting process.
What is a job order intake form used for?
It captures the role requirement, client process, commercial terms, and submission expectations before recruiters start sourcing.
Who should complete the job order intake form?
The recruiter or account manager should complete it during the client intake conversation, with confirmation from the hiring decision-maker.
How detailed should job order intake be?
It should be detailed enough to guide sourcing, screening, submission, interview planning, and offer expectations without needing repeated client clarification.