New client role
Document criteria before sourcing starts for a new client vacancy.
Job intake template
Recruitment Job Order Intake Template
A job order intake template captures the specific role details a recruiter needs to source, screen, submit, and close candidates for a client vacancy.
Use this template to prevent vague job orders, mismatched submissions, and delayed feedback by documenting the role before recruiters start sourcing.
Recruiter use case
Job order intake must capture the search strategy, not only job details
Recruitment agencies need more than job title and salary. A strong job order page should cover why the role is open, what will make a candidate win, who decides, how fast feedback arrives, and what trade-offs are acceptable.
When to use it
Recruiters want a role intake checklist or form to use with clients and hiring managers.
What it should help capture
Role title, location, work model, and employment typeReason for opening and urgencyMust-have and nice-to-have criteriaCompensation or rate range
Copy-ready template
Job order intake fields
Capture these details before activating the role.
Job title, department, location, work model, employment type, and target start date
Reason for opening: growth, replacement, backfill, project, confidential search, or urgent vacancy
Must-have requirements, nice-to-have skills, deal-breakers, and acceptable trade-offs
Compensation or bill rate range, bonus, benefits, and flexibility
Interview stages, decision makers, feedback owner, and expected turnaround time
Submission expectations: number of candidates, resume format, summary fields, and deadline
Intake call closing questions
Use these to expose gaps before sourcing begins.
What would make you reject an otherwise qualified candidate?
What backgrounds have performed well in this role before?
Where have previous searches failed?
If we find someone strong but above range, should we still discuss them?
Who can make the final decision if the primary stakeholder is unavailable?
Use cases
When recruiters should use this template
Each template is positioned around a real recruiting moment, so the copy supports a specific candidate, client, or desk workflow.
Replacement role
Capture why the last hire failed or left so the next shortlist is stronger.
High-priority search
Align urgency, decision authority, and candidate trade-offs for fast delivery.
Included sections
What the template should include
These sections help recruiters capture the information needed to move the workflow forward without leaving important details in notes or email threads.
Role title, location, work model, and employment type
Reason for opening and urgency
Must-have and nice-to-have criteria
Compensation or rate range
Candidate selling points
Interview process and stakeholders
Submission format and limit
Feedback SLA and decision date
Must-have criteria
Defines what a candidate must possess to be submitted.
Pro tip
Separate true deal-breakers from preferences so recruiters do not over-filter.
Selling points
Helps recruiters pitch the role to passive candidates.
Pro tip
Ask why a strong candidate should leave their current job for this role.
Feedback owner
Identifies who will respond to submissions and interviews.
Pro tip
A role without a feedback owner is likely to stall.
Recruiter workflow
How to use this template inside a recruiting desk
The template is designed to sit inside a broader operating workflow, with a clear action before, during, and after use.
1
Run role intake
Document requirements, urgency, compensation, and process before sourcing.
How ATZ CRM supports this step
Job Management keeps the role record structured and visible to the team.
Explore related capability2
Prioritize the order
Score urgency, client responsiveness, fee value, and fill probability.
How ATZ CRM supports this step
Reports and dashboards help managers review role priority and recruiter focus.
Explore related capability3
Start sourcing and matching
Use intake criteria to search, screen, and shortlist candidates.
How ATZ CRM supports this step
AI Candidate Matching compares candidates against the job requirements.
Explore related capabilityCommon mistakes
What weak templates miss
Accepting vague must-haves
Ambiguous requirements lead to weak searches and inconsistent candidate screening.
No compensation range
Recruiters cannot manage candidate expectations without pay or rate boundaries.
Ignoring client responsiveness
Even a strong job order can fail if the client will not provide feedback quickly.
ATZ CRM workflow
Turn job intake into an active recruiting workspace
ATZ CRM helps agencies convert job order intake into structured jobs, candidate matching, submissions, and reporting.
Related resources
Continue into related templates and workflows
Use these related pages when the template needs to connect into a wider recruiting workflow, tool, or product capability.
FAQ
Questions recruiters ask about this template
What is a job order intake template?
It is a structured form or checklist recruiters use to capture role requirements, urgency, compensation, process, and submission expectations before sourcing.
What is the difference between job order intake and client intake?
Client intake qualifies the account relationship. Job order intake captures details for one specific role or vacancy.
Who should complete the job order intake?
The recruiter should complete it with the hiring manager or client stakeholder who understands the role, decision process, and hiring priorities.