Monthly coaching
Review sourcing effort, shortlist quality, candidate experience, and follow-through in one discussion.
Use this form for monthly, quarterly, or role-specific performance reviews where managers need more than raw activity counts.
When to use it
This form balances recruiter activity with quality, behaviour, and outcomes. It helps managers coach better rather than relying only on call counts or placements.
Review sourcing effort, shortlist quality, candidate experience, and follow-through in one discussion.
Connect recruiter work to revenue, client relationships, fill rate, and pipeline health.
Identify whether the recruiter needs help with sourcing, screening, client control, or offer management.
Form fields
The form should include numbers and manager judgement so performance conversations are specific and useful.
Review the work that creates submissions, interviews, and placements.
Sourcing activity, outreach quality, screening volume, shortlist relevance, and candidate ownership.
Pipeline conversion rates, ageing candidates, stuck stages, interview movement, and offer outcomes.
Database hygiene, note quality, follow-up discipline, and task completion.
Manager comments on consistency, prioritization, and ability to manage competing roles.
Evaluate how the recruiter represents the agency externally.
Client communication, feedback chasing, job-order qualification, and expectation management.
Candidate experience, response speed, preparation quality, and rejection follow-up.
Revenue contribution, placements, retained searches, margin, or contract desk performance.
Development goals, coaching action, support needed, and next review date.
Recruiter workflow
Use the form alongside live recruiting data so reviews are grounded in behaviour, results, and improvement actions.
Look at activity, submissions, interviews, placements, and conversion before the evaluation conversation.
Check shortlist quality, client feedback, candidate responses, and pipeline movement.
Agree the most important behaviour to improve before the next review cycle.
Common mistakes
Recruiter reviews become demotivating when they focus only on numbers without diagnosing what those numbers mean.
High call volume does not help if submissions are weak or client feedback is poor.
Quarter-end reviews are less useful if pipeline issues were visible weeks earlier.
An evaluation should create a clear next step, not just a score.
ATZ CRM workflow
ATZ CRM helps managers see recruiter goals, activity, conversion, and pipeline health without relying on manual spreadsheets.
FAQ
Quick answers for using the recruiter performance evaluation form in a live recruiting process.
Measure activity, conversion, shortlist quality, client handling, candidate communication, revenue contribution, and improvement goals.
Yes. Numbers show outcomes, but manager comments explain behaviour, quality, decision-making, and coaching needs.
Managers can review light metrics weekly and use a fuller evaluation form monthly or quarterly depending on team size.