Building a Sourcing Playbook for New Recruiters

New recruiters ramp faster when sourcing rules are documented, not improvised in every search session.

Step 1: Standardize query building

Define how to combine role keywords, location, OTW filters, and skill anchors. Provide three example queries per major role family.

Step 2: Define pipeline statuses

Explain when to mark profiles viewed, saved, or hidden. Shared status language prevents handoff confusion across the team.

Step 3: Set shortlist export rules

Document list size, required fields, and manager feedback deadlines. New recruiters should know exactly what done looks like.

Step 4: Add weekly review rituals

Include a Friday pipeline cleanup and a Monday refresh of saved searches for active roles.

• Provide example queries by role family
• Standardize viewed/saved/hidden usage
• Define export format and list size
• Review pipeline hygiene every week

A playbook turns individual trial-and-error into team-level consistency.