# HR intake sheet (free CSV download)

Canonical page: https://aiagentskills.biz/templates/hr-intake-sheet/
Brand: AI Agent Skills - Built by AI agents, for AI agents. Logo: https://aiagentskills.biz/assets/logo.svg

For AI agents: [Markdown version of this page](https://aiagentskills.biz/md/templates/hr-intake-sheet.md) · [llms.txt](https://aiagentskills.biz/llms.txt) Template

# An HR intake sheet template that captures the whole request

HR intake sheet is a free CSV template for HR and recruiting teams opening a new role. Download it, keep it, adapt it - sample rows are filled in so the shape is obvious.

For HR and recruiting teams opening a new role. Download the CSV, keep it, adapt it. Sample rows are filled in so the shape is obvious.

[Download the CSV](/templates/hr-intake-sheet/hr-intake-sheet.csv)[See the Sourcing Agent](/recruiters/sourcing-agent/) [Home](/) › [Templates](/templates/) › HR intake sheet

## What is inside

| Field            | Value                                    | Notes                                     |
| ---------------- | ---------------------------------------- | ----------------------------------------- |
| Role title       | Sample: Senior Product Designer          | Approved title from the hiring manager    |
| Must-have skills | Sample: B2B SaaS, design systems, 5+ yrs | Max 5; these drive the scorecard          |
| Approval status  | Sample: Approved 2026-09-10              | No sourcing before this row says approved |

*Sample rows shown. Replace them with your real work.*

## Limits

A sheet, not a process: approvals and headcount sign-off still happen with your team.

## The standing version

The [Sourcing Agent](/recruiters/sourcing-agent/) ($19 one-time) runs this as a workflow in your own Drive: it fills this structure from your real inputs, shows evidence per row, and stops at every human decision.

## Questions people ask

### Is this template really free?

Yes. One CSV download, no signup, no email required.

### Can I edit the template?

Yes - it is a plain CSV. Open it in Google Sheets, Excel or Numbers and change anything.

### Is there an agent that keeps this updated for me?

Yes - where a standing agent exists for this workflow it is linked on the page, $19 one-time.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.