Nowadays, more and more teams are conducting interviews to communicate with their sales department supervisors and subordinates. And by reflecting the interview records in their work, the quality of each employee’s performance will ultimately improve, leading to better business results.
However, many people may be concerned that they do not know how to create an interview record sheet for salespeople.
In this article, we will focus on 5 recommended interview templates and how to use interview sheet for candidate for below people.
- “I want to know about free templates of interview record sheets.”
- “I want to make good use of the interview record sheet.”
- “I want to conduct interviews with my subordinates to improve their performance.”
If so, this article will not only help you find a free template for interview record sheets, but will also provide you with recommended tools for creating and managing them.
Contents
- 1 What is the purpose of conducting internal interviews?
- 2 5 items that should be included in the interview record sheet
- 3 How to use the record of interview sheet for candidate
- 4 5 best templates for interview record sheets
- 5 The best tool for creating and managing file of interview record sheets
- 6 Summary of interview record templates and how to use them
What is the purpose of conducting internal interviews?
Here are the 5 main purposes of conducting interviews for internal.
- To build a relationship of trust between the supervisor and the subordinate
- Encouraging subordinates’ growth
- Motivate subordinates
By allowing subordinates to talk to their supervisors about their problems and concerns, a relationship of mutual trust can be deepened. As a result, it becomes easier for them to communicate with each other on a daily basis.
When a supervisor receives consultation from a subordinate, he or she will offer advice on how to solve the problem. Also, by providing feedback on areas for improvement based on their daily work performance, subordinates can grow even more.
Subordinates can know their supervisor’s evaluation of their work performance. This will motivate them to work harder in the future.
By setting up interviews with the above 3 objectives in mind, it is possible to improve performance. Therefore, create an interview record sheet as soon as possible to make the interview process more efficient.
5 items that should be included in the interview record sheet
Below are 5 items that should be included in the interview record sheet.
- Goals and progress
- Achievements
- Problems
- Advice
- Next goals
Describe the goals and progress of the work. Be sure to include quantitative information so that you and candidate can get a concrete picture.
Describe the results the candidate have achieved in business operations to date. For example, “Sales of Product A: $1,000” should be written in an easy-to-understand numerical format.
Describe any problems or concerns of candidate are having in the course of work. If he or she know the cause of the lack of success, describe it in detail.
Supervisor should offer advice based on your past experience and thoughts. This may include advice on future career plans.
Through the interview, supervisor will decide future goals of the candidates. Giving feedback will help the candidate set goals in the right direction.
These five items are the minimum essentials that you want to incorporate into your interview sheet.
How to use the record of interview sheet for candidate
Now, take a look at how to utilize the interview record sheet. The interview is not only just holding, but also what recording the opinion from candidate is important.
Evaluate the employee
Supervisors can evaluate employees through interviews.
When tying this to an evaluation, conduct the interview with more than one person, as it can be subjective to the supervisor.
At that time, measures should be taken to ensure that the evaluation is multifaceted and fair, such as sharing the interview record sheet and having multiple supervisors provide feedback.
Use for future training
Use the interview record sheet to help in the future development of employees.
For example, if it is found during the interview that the employee’s performance is sluggish and the department is not a good fit for the employee, supervisor may need to consider transferring the employee to a different department.
With the interview record sheet, supervisor can discuss future employee development policies with any member of the team.
5 best templates for interview record sheets
Below are 5 recommended templates for creating interview record sheets. To increase productivity, we can say that using template is must.
(1) Internal interview template by Pingboard
Here is a internal interview template by Pingboard.
This is a free template that can be edited and printed in Word or Google Sheets to suit your needs. Pingboard also needs your free subscription with only your e-mail address for using.
(2) Internal interview template Fit small business
Here is a template for an interview record sheet that you can manage simply by one page from Fit small business.
Eventually, there are some items such as communication problem and Client-facing question that is useful for looking back regardless internal and external.
(3) Evaluation report template by ClickUp
Here is a template for an internal interview sheet that allows you to freely describe the content of the interview by ClickUp.
The feature is that you can freely set the items and manage information regarding by candidate. (You need to register for ClickUp.)
(4) One-on-One template for candidate by Fellow
This is useful when you hold One-on-One meeting provided by Fellow.
This template has various items to manage information of subordinates. As this already set items for question to them, you can change them according to your team need in One-on-One meeting.
(5) Quarter performance review template by Hypercontext
This is the template which is quarter performance review for candidate provided by Hypercontext.
Hypercontext is a tool that is one of the simple talent management tool for supervisor. Also, you will be able to download other template specialized into team meeting, remote meeting and so on.
The best tool for creating and managing file of interview record sheets
Below is best tool for creating and managing internal interview record sheets.
Interview record sheets in Word or Excel are complicated to manage because they are created as individual files. Therefore, a “note taking tool” that can easily keep interview records without preparing files is needed.
However, there is a risk that a multifunctional tool will not spread within the company due to lack of understanding of how to use it. Therefore, a tool that can be used immediately even by those unfamiliar with IT and that does not have too many or too few necessary functions should be introduced.
In conclusion, the one that your company should introduce is Stock, which can easily store all kinds of information and can be used even by anyone in a non-IT company.
Stock’s feature of “Template” solves the need to create internal interview record sheets from scratch. In addition, you can set detailed access permissions for each folder, so you can feel secure in managing your employees’ private information.
Stock| A tool that even anyone in a non-IT company can use
The simplest tool to stock information "Stock"
https://www.stock-app.info/en/
Stock is the simplest tool to stock information. Stock solves the problem, "there is no easy way to stock information within the company".
With Stock, anyone can easily store all kinds of information, including text information such as requirements, images, and files, using the Note feature.
In addition, by using the "Task" and "Message" functions, you can communicate with each topic described in the Note, so that information is not dispersed here and there and work can always be carried out in an organized manner.
＜Why do we recommend Stock?＞
- A tool for companies that are not familiar with ITYou don't need to have any IT expertise to get started.
- Simple and usable by anyoneStock is so simple that anyone can use it without any unnecessary features.
- Amazingly easy information storing and task managementIt is amazingly easy to store information such as shared information within a company, and intuitive task management is also possible.
＜Stock's pricing＞
- Free plan ：Free
- Business plan ：$5 / User / Month
- Enterprise plan ：$10 / User / Month
Summary of interview record templates and how to use them
We have introduced best 5 templates of interview record sheets and how to use them.
If you compile the interview record in Excel or other formats, it will become cumbersome to manage and you will not be able to look at it later. This makes it impossible to make use of the interviews for future employee development.
In addition, since the content of interviews may be shared with upper management to evaluate employees, the best way to manage interview records is with a tool that anyone can use easily.
In conclusion, your company should choose to implement “Stock,” which has a “notebook” that can stock all kinds of information and can be used in a non-IT company.
Free registration takes only 1 minute, so using Stock and create a system to easily manage your interview record sheets.
