Are these templates free to use?

You can browse the library and pick templates freely. Every new account starts with 10 free credits, with no card and no expiry, and one credit formats one CV. Plans start at £20 a month for 20 credits.

Will my documents look like these previews?

They will have the same structure, but in your brand. The previews use Formatix branding and fictional candidates. When you pick a template, Formatix builds it with your logo, colours and fonts, taken from your website or brand kit, and shows you a sample to check.

Can I change a template after it is built?

Yes. Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept.

Which formats do the templates come in?

Profiles and reports are Word documents, shortlists and talent reviews are PowerPoint decks, and trackers are Excel workbooks. Word and PowerPoint results can also be saved as PDF.

Can I use my own document instead of a library template?

Yes. Upload the Word, PowerPoint or Excel document you already send clients and Formatix turns it into a template, keeping its layout, fonts and colours.

Is the candidate data in the previews real?

No. Every name, employer and detail in the previews is fictional.

Template library

Recruitment document templates in your brand

Templates for the documents recruiters and search firms send clients: candidate profiles, blind profiles, assessment reports, shortlist decks, trackers and reports. Pick one and Formatix builds it in your brand, with your logo, colours and fonts, in Word, PowerPoint or Excel.

Use a template in your brand — free How Studio works

10 free credits, no card needed.

The previews are examples in Formatix branding, filled with fictional candidates. Each template has its own look; in the app, the one you pick is rebuilt in your brand before you use it.

Featured: the template library 12

Twelve curated templates that cover a whole search, from the first profile to the reference report.

Portrait pages

Word
Candidate profile (classic)
A traditional one-to-two-page candidate profile with a clear career history, laid out the way clients expect to read a CV from an agency.
Word
Candidate profile (modern)
A contemporary profile with a coloured side panel for contact details, key facts and skills, and room for a photo, for firms that want the document to look designed.
Word
Blind profile
An anonymised profile that shows experience and fit without the candidate's name, contact details or photo.
Word
Executive assessment report
A multi-page report on a finalist: executive summary, competency ratings drawn as bars from your scores, career overview and the consultant's view.
Word
CEO candidate profile
A one-page profile for board-level candidates: leadership record, board and governance roles, track record and compensation, readable in a minute.
Excel
Candidate tracker
An Excel workbook with a shortlist sheet, one row per candidate, and a profile sheet for each candidate, ready to filter and share.
Excel
Longlist and market map
A workbook that maps the market for a search: target organisations, the people in each and where they stand in the process.
Word
Interview scorecard
A structured scorecard: ratings against each competency with evidence, strengths and concerns, and a clear recommendation.
Word
Reference report
A reference write-up that records who the referee is, how they know the candidate and what they said, question by question.
Word
Client submittal
A cover document that puts a candidate forward to a client: why they fit the brief, key facts, terms and next steps.

Slides and wide sheets

PowerPoint
Shortlist deck
A PowerPoint deck that opens with the shortlist, then shows the candidates side by side with fit against the brief.
PowerPoint
Succession and talent review
A talent-review deck with a 9-box grid of performance and potential, and a successor slate for each critical role.

Full template catalogue 53

Every other built-in Studio template: more candidate profile layouts, specialised reports, PowerPoint decks and Excel reports. Each one can be built in your brand the same way.

Portrait pages

Word
An academic CV layout with sections for appointments, publications, certifications and research expertise.
Word
A candidate profile with a bold full-width banner header, key numbers and a clear career timeline.
Word
A traditional candidate profile with contact panel, executive summary, key achievements and tabular career history.
Word
A dense two-page profile that fits career history, skills, references and compensation into little space.
Word
A visually distinctive profile with a key-facts panel, headline metrics and a timeline career history.
Word
A data-led profile with key metrics, skill proficiency bars and language charts.
Word
An ultra-clean, minimalist two-page profile with refined typography.
Word
A story-led profile with extended prose sections that explain a career in context.
Word
A two-column profile with a coloured sidebar for contact details, skills and languages.
Word
A one-page executive snapshot for quick reviews: summary, highlights, competencies and availability.
Word
A left-right split profile with key achievements and availability alongside the career history.
Word
A structured, table-based profile for systematic side-by-side reading of career and credentials.
Word
A chronological timeline profile that traces a career role by role.
Word
Board-Level Profile
A board director profile that puts governance roles, committee work and strategic experience first.
Word
Candidate Dossier
A multi-page candidate dossier with a cover, executive summary, achievements and board memberships.
Word
Confidential Profile
A candidate assessment profile with confidentiality markings, methodology and career trajectory.
Word
A premium multi-page executive profile with a cover page, summary, achievements and full career detail.
Word
A Word executive profile with summary, career highlights, competencies, full experience and education, filled from a CV.
Word
An international executive profile showing languages, regions worked and cross-cultural experience.
Word
A profile for interim and contract executives with availability, day-rate context and key assignments.
Word
A multi-page candidate presentation that opens with a dedicated cover page.
Word
A profile for CTO and VP Engineering roles with technical skills, certifications and key projects.
PDF
A compensation benchmarking report with percentile ranges for base, bonus, equity and total pay.
PDF
A reference verification report with employment checks, interview responses and performance ratings.
PDF
A pre-approach candidate research brief with career timeline, digital footprint and network intelligence.
Excel
A fee workbook that calculates the search fee, retainer schedule, expenses and a probability-weighted revenue forecast.

Slides and wide sheets

PowerPoint
A brand identity deck covering mission, logo usage, colour palette, typography and tone of voice.
PowerPoint
A candidate assessment deck with competency scores, strengths, development areas, references and a verdict.
PowerPoint
Candidate Comparison
A side-by-side comparison of candidates with a scoring matrix, profiles and a recommendation.
PowerPoint
Candidate Presentation
A full candidate presentation with profile, career timeline, competencies, compensation and risks.
PowerPoint
A shortlist deck with individual candidate profiles, a comparison table and a recommendation.
PowerPoint
An executive search proposal with the brief, methodology, team, track record and fee structure.
PowerPoint
A course overview deck with learning objectives, module outline, key concepts and assessment.
PowerPoint
A diversity and inclusion landscape study with metrics, company benchmarks and recommendations.
PowerPoint
A premium single-candidate deck with executive summary, career history, competencies and recommendation.
PowerPoint
A PowerPoint shortlist with a candidates-at-a-glance table and one profile slide per candidate.
PowerPoint
A structured interview scorecard with competency scores, overall verdict and next steps.
PowerPoint
A deck of candidate bio profiles with career summaries, notes and full-length biographies.
PowerPoint
A market intelligence brief with trends, competitive landscape, compensation benchmarks and insights.
PowerPoint
Position Specification
A position specification with role overview, responsibilities, requirements, company overview and process.
PowerPoint
A quarterly client review with key metrics, placements, pipeline by stage, wins and outlook.
PowerPoint
A campaign report with pipeline metrics by stage, channel analysis and recommendations.
PowerPoint
A retained search update with candidates in play, activities, next steps, risks and mitigations.
PowerPoint
An engagement kickoff deck with role specification, ideal candidate, target companies, timeline and team.
PowerPoint
Search Progress Report
An executive search progress update with search metrics, a candidate pipeline table and detailed profiles.
PowerPoint
An investor pitch deck covering problem, solution, market, business model, traction, team and the ask.
PowerPoint
Talent Mapping
A talent mapping report with market overview, a company-by-company candidate map and recommendations.
PowerPoint
A portfolio deck of featured candidates with highlights, key stats and specialisations.
Excel
A client activity workbook logging meetings, calls and emails with outcomes, follow-ups and upcoming actions.
Excel
An Excel shortlist tracker with one row per candidate plus a detail sheet for each profile.
Excel
Market Mapping
A market mapping workbook of target companies with relevance scores, approach status, key contacts and sector analysis.
Excel
A candidate pipeline workbook with stages, status indicators, sources, stage definitions and summary KPIs.
Excel
A weighted candidate evaluation matrix with colour-coded scores, weighted totals and rankings.

Same template, your brand

Every library template is rebuilt around your brand: your logo, your colours, your fonts. Here is the same template in Formatix branding and in two fictional firms, Northwind Search and Aster Partners.

Candidate profile (modern) in three brands. Northwind Search and Aster Partners are fictional firms, made up for these examples.

Already have a document you send clients?

You do not have to start from the library. Upload the Word, PowerPoint or Excel file you already send, a profile, a shortlist deck or a tracker, and Formatix turns it into a template that keeps its layout, fonts and colours.

How Studio turns your document into a template

Questions about the templates

Are these templates free to use?: You can browse the library and pick templates freely. Every new account starts with 10 free credits, with no card and no expiry, and one credit formats one CV. Plans start at £20 a month for 20 credits.
Will my documents look like these previews?: They will have the same structure, but in your brand. The previews use Formatix branding and fictional candidates. When you pick a template, Formatix builds it with your logo, colours and fonts, taken from your website or brand kit, and shows you a sample to check.
Can I change a template after it is built?: Yes. Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept.
Which formats do the templates come in?: Profiles and reports are Word documents, shortlists and talent reviews are PowerPoint decks, and trackers are Excel workbooks. Word and PowerPoint results can also be saved as PDF.
Can I use my own document instead of a library template?: Yes. Upload the Word, PowerPoint or Excel document you already send clients and Formatix turns it into a template, keeping its layout, fonts and colours.
Is the candidate data in the previews real?: No. Every name, employer and detail in the previews is fictional.

Pick a template and see it in your brand

Start free with 10 credits, no card needed. Choose a template, confirm your brand once and check a sample before you format a single CV.

Start free Executive search documents

Recruitment document templates in your brand

Featured: the template library 12

Portrait pages

Slides and wide sheets

Full template catalogue 53

Portrait pages

Academic Profile

Banner Profile

Classic Profile

Compact Profile

Creative Profile

Infographic Profile

Minimal Profile

Narrative Profile

Sidebar Profile

Snapshot Profile

Split Layout Profile

Tabular Profile

Timeline Profile

Executive Profile

Formatix Executive Profile

Global Executive Profile

Interim Executive Profile

Profile with Cover Page

Technology Executive Profile

Market Compensation

Reference Check Report

Research Brief

Fee Calculator

Slides and wide sheets

Brand Guidelines

Candidate Assessment

Candidate Shortlist

Client Proposal

Course Overview

D&I Landscape

Executive Candidate Profile

Formatix Shortlist Deck

Interview Scorecard

LinkedIn Bio Profiles

Market Intelligence Brief

Quarterly Review

Recruitment Campaign

Retainer Update

Search Kickoff

Startup Pitch Deck

Talent Portfolio

Client Activity Log

Formatix Candidate Tracker

Pipeline Tracker

Scorecard Matrix

Same template, your brand

Already have a document you send clients?

Questions about the templates

Pick a template and see it in your brand