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Customize through the Settings sheet

The Settings sheet is where you tailor HireTale. Edit the options for roles, sources, stages, rounds, etc to fit how you hire.

The Settings sheet is where you make HireTale yours. It holds every dropdown list the add-on uses, grouped into colored blocks that match your data sheets.

What's in Settings

• Candidates block: Recruiter, Role, Source, Skills, Total experience, and Sourcing status.

• Interviews block: Round, Interviewers, Time, Status.

• Selections block: Status.

Defaults you'll start with

Source: LinkedIn, Indeed, Career page, Employee ref, Internal database

Total exp: 0-15 years in 1-year intervals

Sourcing status: Profile review, Shortlisted, No response, Future lead, Not a fit, Backed out

Round: Phone screening, Hiring manager, Onsite

Time: 9:00 AM to 7:00 PM in 30-minute slots

Status (Interviews): Scheduled, Completed, Passed, Canceled, Hold, No show, Rejected

Status (Selections): Status, Documents review, Offer made, Offer accepted, Joined, Offer withheld, Verification failed, Offer declined

Recruiter, Role, Skills, and Interviewers ship with sample values for you to replace.

How to customize

1. Open the Settings sheet.

2. Edit any list: Add, remove, or reorder (up or down) values in cells.

3. Put your most common option in the top row of each list: HireTale uses the first value as the form default for many fields, so this saves clicks on every form submission.

Caution: Don't move or delete the columns in Settings sheet.
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