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, valid for 14 days, 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, reports and position specifications are Word documents; shortlists, candidate presentations and bios, kickoff briefings, talent maps, market and diversity studies, progress reports, talent reviews and proposals are PowerPoint decks; trackers, the scorecard matrix and the compensation workbook 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

Name: Create a template from your own document
Uploaded: 2026-10-06
Duration: 1 min 45 s
Description: Upload the Word, PowerPoint, Excel or PDF document you already use: a candidate profile, a shortlist deck, a report. We turn it into a template.

Templates for the documents recruiters and search firms send clients and candidates: candidate CVs in sixteen layouts, candidate profiles and presentations, assessment reports, position specifications, shortlist decks, kickoff briefings, progress reports, market and talent studies, proposals and trackers, plus tender CV packs, proposal resumes and key personnel schedules for firms bidding for work, and lawyer and expert profiles. Pick one and Formatix builds it in your brand, with your logo, colours and fonts, in Word, PowerPoint or Excel.

See any template in your own brand: open it and enter your company website.

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CV layout

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.

The template library 114

A range of templates that cover a retained search, from the proposal and the kickoff briefing to the reference report, with profiles for interim, international and academic appointments and studies of the market.

Portrait pages

Word
Candidate profile (classic)
A traditional one-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.
Word
Position specification
The candidate-facing brief for a retained search: the organisation, the opportunity, the role and the person, with terms, process and contacts only where the brief states them.
Word
Interim executive profile
A two-page profile for interim and contract executive roles: availability and terms up front, the key interim assignments with their results, then career, expertise and qualifications.
Word
Global executive profile
An international executive profile: nationality, base and mobility, languages with proficiency, the countries and regions led, and a career with the country of every role.
Word
Academic profile
A profile for university and research leadership searches: appointments, selected publications, research funding, teaching and supervision, leadership and service, honours and degrees.
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.
Word
Tender employee CV
The employee CV for tenders and bid proposals, one per proposed team member: proposed position, nationality, years of experience, with the firm and in the region, education, professional registrations, employment record and relevant projects with client, value, role and duties.
Word
Development-bank key expert CV (TECH-6 layout)
A key expert CV laid out in the structure development banks ask for in consultant proposals (TECH-6 style): position title and number, education, employment record with references, memberships and publications, language skills, adequacy for the assignment, contact details, certification and signatures. Not an official form.
Word
SF330 Section E key personnel resume
One resume per key person in the layout of US federal Standard Form 330, Part I, Section E: name, role in this contract, years of experience (total and with the current firm), firm and location, education, current professional registration, other qualifications and up to five relevant projects with year completed, description, scope, size, cost and role.
Word
Federal key personnel resume
A compact key-personnel resume for US government-contracting proposals: proposed labor category and position, security clearance when the CV states it, education, certifications, years of experience, qualifications mapped to the requirements and relevant experience with contract, dates, role, duties and outcomes. Two pages at most per person.
Word
Consultant framework CV
The consultant CV for UK and EU public-sector framework call-offs and consultancy bids: proposed role, day-rate band (left blank to complete), security clearance (BPSS, SC, DV, NPPV) when stated, SFIA skills and levels, sectors, key skills, three or four case studies, career history, qualifications and memberships.
Word
Lawyer pitch bio
A one-page lawyer biography for pitches and panel tenders: photo, title, practice areas and office, admissions with jurisdiction and year, education, languages, summary, representative matters, rankings and recognition only when the source states them, memberships and publications.
Word
Expert network profile
The expert profile an expert network sends before a call, named or anonymised: current and former roles with dates, companies, sectors and geographies, the topics the expert can speak to, a relevant-experience summary and compliance notes (cooling-off, restrictions) left as placeholders unless stated.
Word
Expert witness CV
An expert witness CV for litigation and arbitration: field of expertise, current position, qualifications and memberships, expert witness experience (instructions, claimant and defendant split, appearances) only when stated, professional experience, publications, training and a declaration placeholder.
Word
Executive bio
A one-page executive biography in two lengths: a full biography and a 50-word short bio, with photo, current roles, board and non-executive roles, previous roles, education and areas of expertise, written only from the CV.
Word
Shortlist report
The Word shortlist report for a client: a cover, the search summary and numbers, a shortlist-at-a-glance table, then one page per candidate with availability and terms, profile, the consultant’s view, fit against the brief, career summary, education and points to explore at interview.
Word
Job specification
A one-to-two-page job spec for permanent, contract and interim roles, written from the client’s job description or intake-call notes: role summary, an at-a-glance panel (location, salary or day rate, job type, working pattern, reports to), the company, key responsibilities, essential and desirable requirements, what’s on offer and how to apply.
Word
Interview feedback form
The interviewer’s feedback on a candidate after an interview, recorded by the recruiter on one page: interview details, a Proceed / Hold / Decline outcome, the overall impression, a rating against each of the role’s criteria with the interviewer’s comment, what went well, the concerns raised, the feedback to pass back to the candidate and next steps.
Word
Candidate report
The consultant’s write-up after a first interview or screening call, one to two pages per candidate: candidate summary, current situation, motivation, fit against the brief, compensation and notice as stated, the consultant’s view with a recommendation, risks and next steps.
Word
Contractor CV
The agency CV format for contractors, interim and IT contractors: availability and terms up front, profile, key skills, technical skills by category, project-by-project engagements with client, role, dates, duration, deliverables and technologies, then earlier career, certifications and education.
Word
Hiring manager intake form
The recruiter’s internal record of the intake call with a hiring manager: intake details, purpose of the role and reason for hire, role facts, must-haves and nice-to-haves, target companies and who is off limits, the package as stated, the interview process and timeline, selling points, contacts and actions.
Word
Two-column CV with sidebar
An agency CV in two columns: name, profile and career history in the main column, and a tinted sidebar on the right with the photo or initials, the consultant presenting the candidate, key facts, skills, languages, education and certifications.
Word
CV with photo header
A CV that opens with a large tinted header band across the page: the candidate's photo (initials when the CV has none), name, headline, location and notice, then profile, key skills, career history, education, certifications, languages and interests in one column.
Word
CV with cover page
A candidate CV with an agency cover page for the client: photo or initials, name, the role and client the candidate is put forward for, the consultant presenting them, the date, the reason for presenting them and a numbered contents list; then the CV with matching numbered sections.
Word
Modern CV with dark header
A modern agency CV under a dark full-width header with the logo, name, headline and key facts, then a clean sans body: profile, core skills in a three-column grid, career history with dates beside each role, education, certifications and languages.
Word
Minimal one-page CV
A strict one-page CV with generous white space and no colour blocks: name, headline and location, then a ruled grid with small labels on the left for profile, experience, earlier career, education, skills and languages.
Word
Timeline CV
A CV whose career runs down a vertical timeline: dates and place beside a continuous accent rail, each role at a dot with title, employer, scope and achievements, education on the same rail, then skills, certifications and languages.
Word
Technical skills CV
A technical CV for IT and engineering candidates with the skills up top: core stack chips beside the name, technical skills by category, certifications, skill-level bars only when a level is stated, selected projects, a compact career history and education.
Word
Candidate marketing profile
A one-page available-candidate teaser for speculative marketing (MPC): the role as the title, the candidate by name or reference only, terms as stated, a short summary, numbered highlights, key skills, qualifications, a career snapshot, the consultant's note and a call to action.
Word
Graduate CV
A CV for graduates and early-career candidates with education first: degree, result and graduation at a glance, profile, education with grade, modules and dissertation, projects as cards, internships and part-time work, skills, languages, activities and awards.
Word
Executive CV (two pages)
A board-ready executive CV held to two pages: executive summary, key achievements, career history with the scope of every role (reporting line, P&L or budget, team, as stated), board and non-executive roles, education, memberships and languages.
Word
Sales CV
A sales CV that leads with results: up to four number tiles (quota, revenue, growth, deal size, only as stated), profile, key sales achievements, career with the territory of every role, awards and recognition, skills, methods and tools, and education.
Word
Healthcare CV
An agency CV for nurses, allied health professionals and doctors: a registration card (register, PIN or number, revalidation, DBS, only as stated), clinical areas, mandatory training with dates, education and languages beside the profile, clinical skills, employment by trust and unit, and rotations or placements.
Word
Locum doctor application form
The detailed application form a locum agency completes for a doctor before submitting them to an NHS trust: GMC number and qualifications, full employment history with gaps explained, each post in detail (months per department, hospital information, departments worked, daily duties, procedures per week), career totals per procedure, the self-declaration procedures checklist, the consolidated summary of experience and a list of what is still needed. Ticks and numbers only as stated. Not an official form.
Word
Supply teacher compliance checklist
The temporary worker compliance checklist a supply agency sends a school or academy trust when it confirms a booking: booking details, the worker and a recent photograph, charge rate before and after AWR, agency fee and payment type, the employment checks (identity, right to work, QTS / QTLS, references, DBS, barred list, prohibition) with their details, the buyer's extra requirements, the supplier declaration and what is still needed. Ticks and rates only as stated. Structure based on RM6376 Annex C (Open Government Licence v3.0). Not an official form.
Word
Temporary worker profile
A strictly one-page profile a staffing agency sends a client with a temp booking: the role put forward and when the worker can start, availability and shifts in large type, tickets and licences with any stated expiry, right to work, DBS, driving licence and transport on one line, pay and charge rate only as stated, a short table of recent assignments, their fit for the booking and key skills. Never infers a rate or availability.
Word
Contractor profile
A short contractor submission profile of one to two pages: set out like a spec sheet: availability, day rate, IR35 status, location, remote working and security clearance as a plain terms table up front (only as confirmed), a short summary and the key skills, the most recent engagements as a table of dates, client, role and outcome, then certifications and education. Never infers a rate, IR35 status or availability.
Word
NHS clinical agency assignment checklist
The temporary worker assignment checklist a supplier completes for every booking with an NHS trust under the RM6281 Clinical and Healthcare Staffing framework: the Buyer's IR35 status determination, contractual and booking details, the worker, registration and qualifications, mandatory training, charge rate and supplier fee, PAYE route, conflicts, validated documents, enhanced DBS, occupational health, the supplier declaration and what is still needed. Ticks only as the documents confirm. Structure based on the RM6281 assignment checklist (Open Government Licence v3.0). Not an official form.
Word
NHS non-clinical agency assignment checklist
The temporary worker assignment checklist a supplier completes for every booking of an administrative, corporate, IT, legal, scientific or estates worker under the RM6277 Non-Clinical Staffing framework: the Buyer's IR35 status determination, contractual and booking details, the worker, charge rate and supplier fee, PAYE route, conflicts, validated documents, DBS, occupational health, the supplier declaration and what is still needed. Ticks only as the documents confirm. Structure based on the RM6277 assignment checklist (Open Government Licence v3.0). Not an official form.
Word
End-of-assignment report
The end of assignment assessment report a Buyer completes on a temporary worker, for suppliers on the RM6281 clinical and RM6277 non-clinical staffing frameworks: report details, overall performance, whether the Buyer would engage the worker again, comments and training needs, the reporting officer, the worker's statement and the detailed assessment of fourteen criteria, plus what is still needed from the Buyer. Ratings only as the Buyer gave them. Structure based on the RM6281 and RM6277 end of assignment reports (Open Government Licence v3.0). Not an official form.
Word
Nurse and allied health candidate profile
A placement-ready profile an agency sends to an NHS trust for a nurse, midwife or allied health professional, built around what the trust checks at placement: the professional register and PIN in a boxed register summary with the last check and revalidation date, then a checks table (enhanced DBS and the update service, occupational health, right to work, English) with result, date and reference, then clinical areas and skills, life support and mandatory training with completion and expiry dates, the employment history by trust, ward and band with every gap shown, education, references and what is still needed. Only as stated; not an official form.
Word
Agency worker placement checklist
The checklist an agency completes for each placement it puts to an NHS trust, in three variants by staff group (medical locum, AHP / healthcare science, nursing) that switch the registration and training rows: booking, grade or band, dates, hours and on-call, pay and agency fee only as stated, CV, photo, ID and right to work, registration and last check, DBS, occupational health, life support and appraisal or mandatory training, English, two references, a still-needed list and a blank supplier sign-off. Ticks only as stated. Not an official form.
Word
Locum CV compliance review
A one-to-two-page review of a locum doctor's CV against what trusts require before a doctor is deemed suitable: full name, availability, clinical and specialty experience, gaps explained, GMC registration type, number, currency and restrictions, DBS, two recent references and hepatitis B evidence, each marked Present / Missing / Unclear from the CV with the evidence quoted or what is missing. Ready to submit is ticked only when every requirement is Present; a still-needed list follows. Not an official form.
Word
Care worker profile
A one-page profile of a care worker or healthcare assistant for care homes, home care and social care bookings: the questions a manager asks answered first in plain words (availability, shifts, DBS with workforce and update service, driving, Care Certificate and NVQ / QCF / diploma level), care settings, experience, languages, mandatory training with dates and up to three recent roles. Exactly one page per worker; nothing beyond the CV and notes.
Word
Agency social worker reference
The standard reference for an agency child and family social worker, filled from the referee's returned answers or notes of a reference call: social worker and Social Work England number, assignment with area of practice and court work, referee details, A-D ratings against the twelve competency statements, fitness to practise, re-employment, development needs, additional information, the declaration with a blank signature line and a still-needed list. A referee's answer is never written when the documents do not give it. Structure based on the Department for Education's standard reference template for agency social workers (Open Government Licence v3.0). Not an official form.
Word
Editorial CV
A CV set like a magazine feature: a centred masthead with photo or initials, the name in large display type and the headline in italics, the profile as a pull quote, a book-width career with the employer in small capitals and achievements on em-dash lines, then education, skills and languages in three centred columns.
Word
Skills-based CV
A functional CV organised by what the candidate can do: an "At a glance" index of core competencies beside the name, each competency as a numbered block with where it was demonstrated and the evidence, a one-line-per-role career summary, then education, training, tools and languages in a tinted grid. For career changers, returners and project people.
Word
Board and NED CV
A board CV for non-executive directors, chairs and trustees: the board roles beside the photo or initials, three board credentials (sectors, board experience, professional standing, as stated), the current board portfolio with committees and start dates, board contribution, previous board roles, the executive career condensed to one line of scope per role, education and memberships.
Word
German CV (Lebenslauf)
A German tabular CV (Lebenslauf) for clients in Germany, Austria and Switzerland, written in German: name and position beside the photo top right, Persönliche Daten, Profil, Berufserfahrung with the dates in a left column, Ausbildung, Weiterbildungen und Zertifikate, Kenntnisse und Sprachen. German headings and footer. No date of birth, nationality or signature line.
Word
Deal sheet CV
A CV with a deal sheet for investment banking, private equity, corporate finance and corporate law: current role, sector focus and qualifications in a ruled row, the profile, selected transactions in a table (date, transaction, type, value as stated, role) with the header repeated on every page, the career with achievements, then education, technical skills and languages. Confidential deals keep the CV's own code names.
Word
US resume (Letter)
A US-style resume on Letter paper for submitting candidates to North American clients: the name centred in capitals over a double rule, Professional Summary, Core Competencies in three columns, Professional Experience with company, title, location and dates on right tabs, Education, and Certifications and Technical Skills. US spelling, single column, no photo.
Word
IT consultant submission resume
The one-page resume an IT staffing vendor sends when it submits a consultant to an end client or a prime vendor, in the plain single-column form hiring managers expect: a boxed submission details grid with the requisition, the submitting vendor, availability, work authorization / visa, location and relocation and the rate (each only as stated), the professional summary, the key skills matched to the requirement with years, technical skills by category, certifications and education, and recent project experience with client, role, dates, environment and responsibilities.
Word
Supply teacher profile
The one-page profile a supply agency sends a school with a teacher: QTS, QTLS or ECT status, key stages and subjects, SEN and SEND experience, availability (day-to-day, short-term, long-term), schools taught at with type, phase and dates, behaviour management and curriculum strengths, safeguarding training date and whether the DBS is on the update service. Every status, check and tick only as stated; exactly one page per teacher.
Word
Teaching assistant and SEN support profile
A one-page profile for teaching assistants, SEN support assistants and HLTAs: TA level (Level 2, Level 3, HLTA) and qualification, key stages, the support given (1:1, small groups, whole class, class cover), the SEN needs supported (autism, SEMH, PMLD ...) only as named, Team Teach and other training with dates, first aid, recent placements and availability. Never infers a level or a need; exactly one page per person.
Word
Government Digital and Data role CV
A consultant CV mapped to the UK Government Digital and Data Profession Capability Framework: role family, role and role level, every framework skill for that level with the level expected and the candidate's evidence from the CV (a skill with no evidence is shown as "Evidence not stated", never invented), security clearance as stated, career history, certifications and education. Two pages at most per person. Structure based on the Government Digital and Data Profession Capability Framework (Open Government Licence v3.0).
Word
Security-cleared candidate profile
A candidate profile for defence, security, policing and government clients: every clearance held (BPSS, CTC, SC, eDV, DV, NPPV levels) with sponsor, granted and expiry dates only as stated, never inferred from a past role; a clear notice that clearance details must be verified with the sponsor; nationality and UK residency as stated; profile, relevant programmes (unclassified only), skills and career; and a box listing the clearance facts still needed.
Word
Construction operative profile
The profile a labour agency sends a construction or civils client with an operative: trade, start date, base, travel and driving licence across the top, then the cards a site manager asks about (CSCS card type, number and expiry; CPCS or NPORS plant cards with their categories), tickets and training, qualifications, plant operated and recent site experience. Cards, categories and expiry dates only as printed or stated; a card is marked Expired only when a stated date has passed. Two pages at most. Not an official form.
Word
Site operative compliance checklist
The checklist an agency completes before an operative starts on a construction or infrastructure site: the booking, identity and right to work (manual, online or digital identity check), the CSCS card with its CSCS Smart Check result, CPCS or NPORS plant cards, SMSTS, SSSTS and other tickets, a drug and alcohol test where the client asks for one, site induction and PPE, references, and a list of what is still needed. Ticks and dates only as the documents give them. Not an official form.
Word
Rail operative profile (PTS / Sentinel)
The profile a rail labour agency sends a rail contractor with a track operative: Sentinel number and Primary Sponsor, rail medical and the last drug and alcohol screening as stated, availability, base and shifts, the competences on their Sentinel profile (PTS AC, PTS DCCR, COSS, Lookout and others) with expiry, rail experience and other cards and tickets. Expiries are copied, never worked out; a lapsed competence is marked. Not an official form.
Word
Key Information Document (agency workers)
The Key Information Document an employment business gives an agency worker before terms are agreed (regulation 13A of the Conduct Regulations 2003), with PAYE, umbrella company and limited company versions and the example pay for one pay period. Rows follow the GOV.UK example KIDs (updated 7 April 2026). Pay, deductions, fees and every figure come only from the agency's terms; nothing is calculated. Not an official form and does not give legal advice.
Word
Agency worker suitability record
A record of the checks an employment agency or employment business makes before it introduces or supplies a work-seeker, set out by regulations 18 to 22 of the Conduct Regulations 2003: what the hirer told you, identity, the qualifications and authorisations the role needs, willingness to do the work, protection steps, references for work with vulnerable people, and what was passed to the hirer and the worker. Yes and No only as your file says. Not an official form and does not give legal advice.
Word
Right to work check record
A record of one right to work check, laid out on the Home Office employer's guide (updated 1 October 2026): manual document check, Home Office online check with a share code, a digital verification service provider, or the Employer Checking Service. It records who did the check and how, the steps taken, the outcome, any follow-up date and the date the check was made. Nothing is assumed from a CV or nationality. Not an official form and does not give legal advice.
Word
NHS employment check standards checklist
A supplier's checklist for one agency worker against the six NHS Employment Check Standards (NHS Employers, July 2026): identity, criminal record, work health, professional registration and qualifications, right to work, and employment history and references, with a supplier sign-off and a list of what is still needed. A CV line can fill a detail but never ticks a check. Not an official NHS form and carries no NHS logo.
Word
School confirmation of agency staff checks (KCSIE)
The written notification a supply agency sends a school or college to confirm it has carried out the same checks the school would, as Keeping Children Safe in Education 2026 (paragraphs 364 to 367) asks: each check with its date and details, the enhanced DBS certificate and who obtained it, the worker's photo for the check on arrival, and a box for the school's single central record. Not an official form.
Word
Agency social worker compliance checklist
The checklist a social work agency completes before a locum starts with a council in England: Social Work England registration and annotations, the DfE agency rules for child and family work (three years' post-qualifying experience, the three-month rule, two detailed references on the standard template), enhanced DBS, identity, right to work, references and other checks, with an agency declaration. Never an HCPC number. Not an official form.
Word
Locum social worker profile
A one-to-two-page profile a locum agency sends a council with a social worker: Social Work England number, year registered, AMHP and BIA annotations, DBS and driving, practice area, availability, notice and rate as stated, a short practice summary, statutory work, caseload experience, assignments, qualifications and training. A blank answer prints Not stated.
Word
Europass-style CV
A CV in the section order of the Europass CV, for EU institution tenders, EU job applications and clients who ask for the Europass format: personal information, about me, work experience, education and training, language skills with the CEFR self-assessment grid, digital skills, driving licence and other sections. Grid levels are printed only when the CV gives them per skill. A Formatix layout without the Europass logo; not an official Europass document. Also in German, French, Dutch and Spanish.
Word
Bewerberprofil Pflegefachkraft (German nurse profile)
A German candidate profile for nursing staffing agencies sending a nurse to a Klinik or Pflegeeinrichtung, written in German: Berufsbezeichnung, the status of the Erlaubnis and of any Anerkennung, Deutschkenntnisse, Masernschutz and Führungszeugnis as stated, Fachbereiche, Dienste and availability, then career, training and a Noch benötigt list of what the agency still has to collect. German only. Not an official form.
Word
CV des intervenants (French tender team CV)
A French team CV for the mémoire technique of a public tender, one per proposed person, written in French: rôle proposé sur la mission, years of experience, diplômes, certifications and qualifications as stated, références similaires with maître d'ouvrage, période, rôle tenu and montant when stated, and the career. French only. Not an official form.
Word
CQC staff file checklist
The staff file checklist a care provider or care agency keeps for each person employed, in the order of Schedule 3 to the 2014 Regulations: identity and a recent photograph, criminal record certificate, conduct in previous care work, why previous care roles ended, qualifications, full employment history with gaps explained, and health. For services regulated by CQC in England. Answers only from the file. Not an official form.
Word
Full employment history and gaps record
Every period of a care worker's history with the gaps the dates show and the worker's own written explanation of each, for Schedule 3 paragraph 7. An explanation is never written for the worker: a gap with none goes on the Still needed list. Not an official form.
Word
Agency care worker confirmation
What a care agency sends a care home or home care provider before a worker's first shift: the booking, each check its file holds with the date and who checked, training with renewal dates, and what is outstanding. The agency's own document. Not an official form.
Word
Security screening file (BS 7858)
A per-person file accounting for each stage of security screening, for firms that screen to BS 7858 or a sector equivalent: consent, identity and address, right to work, SIA licence and register check, career and activity history with how each period was verified, unverified periods, criminal record and financial checks, and the outcome the firm recorded. Layout is our own and does not reproduce the standard. Not an official form.
Word
SIA licensed officer profile
The profile a security firm or agency sends a client with an officer: SIA licence sector, number, expiry and register check, screening position, availability, training and security experience. Licence details only as stated; an expired item is marked. Not an official form.
Word
Airside pass background check file
The file a sponsor builds before applying for an airside pass: airport and pass type, identity, right to work, the declared history with the dates each referee gave, gaps, criminal record and overseas certificates, accreditation check and GSAT. Requirements differ by airport. Reference dates are never pre-filled and convictions are never judged. Not an official form.
Word
Licensed aircraft engineer profile
The profile an aviation staffing agency sends a maintenance organisation with a licensed engineer: Part-66 licence number, categories, authority and validity, type ratings, current company authorisation, availability, experience and recurrent courses. UK and EASA licences are kept apart and nothing is inferred from a job title. Not an official form.
Word
Safety critical work competency record
The written record of a person's competence and fitness for safety critical work, in the terms of regulation 24 of the Railways and Other Guided Transport Systems (Safety) Regulations 2006: tasks, criteria, assessor, fitness outcome, monitoring arrangements, reviews and who has seen the record. Not an official form.
Word
Offshore worker profile
The profile a staffing agency sends an offshore oil, gas or wind client: survival certificate and expiry, offshore medical and expiry, rotation, mobilisation point, certificates and offshore experience. Certificates are copied as stated and never treated as equivalent. Not an official form.
Word
Agency driver file
The per-driver file a UK driver agency keeps: assignment, identity and right to work, DVLA licence check, Driver CPC card, digital tachograph driver card, other tickets, time worked for other employers, assessment and references. Details only as stated, with a Still needed list. Not an official form.
Word
Agency driver profile
The profile a driver agency sends a transport manager: licence categories and DVLA check, Driver CPC, tachograph card expiry, availability, tickets and driving experience. Categories are not upgraded from a CV and the licence number is never printed. Not an official form.

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.
PowerPoint
Search progress report
The weekly client update on a live retained search: the funnel, a milestone timeline, the candidate pipeline, market feedback, risks and next steps.
PowerPoint
Client proposal
The pitch for a retained mandate: your understanding of the brief, the approach and timetable, the team and relevant experience, and the terms.
PowerPoint
Candidate presentation
A five-slide presentation of one candidate for the client: profile and key facts, career history, key achievements, education, the consultant's assessment and next steps.
PowerPoint
LinkedIn bio profiles
Short bios of several candidates in the style of a LinkedIn profile: headline, current role, a short bio, previous roles and education, three to a slide.
PowerPoint
Search kickoff
The kickoff briefing for a new retained search: the role and its context, the ideal candidate, the target market, the search strategy and timetable, and next steps.
PowerPoint
Talent mapping
A talent-mapping presentation: the market overview, a map of target organisations by segment, the talent pool identified, and observations and recommendations.
PowerPoint
Market intelligence brief
A market intelligence brief for a client or a search: key findings, market trends, the competitive landscape, talent availability, compensation benchmarks and what it means for the search.
PowerPoint
Diversity and inclusion landscape
A diversity and inclusion landscape study: key findings, representation benchmarks, the diversity of the candidate pipeline and recommendations, from the aggregate data supplied.
Excel
Scorecard matrix
A weighted evaluation matrix in Excel: the criteria and their weights down the side, one column per candidate, scores from the consultant, live weighted totals and a ranking.
Excel
Market compensation
A compensation workbook in Excel: market benchmarks by role with base, bonus and long-term incentive ranges, and the shortlisted candidates' stated packages against them.
Excel
Key personnel schedule
A bid team schedule and compliance matrix in Excel: one row per proposed person with position, discipline, qualification, registration, years of experience, in a similar role and in the region, the RFP minimum requirement and whether it is met, availability and CV page, under a live summary of team size, average years and requirements met.
PowerPoint
Bid team presentation
The proposed team for a bid interview or a proposal in PowerPoint: a cover, an overview of up to twelve people with photo, name, proposed role and years, then one slide per key person with qualifications, experience and up to four relevant projects.
PowerPoint
Candidate profile slide
One 16:9 PowerPoint slide per candidate for a client deck or shortlist meeting: photo, name, current role and company, the role proposed for, a one-line headline, up to five key experience bullets, education, the three most recent roles, and location, notice and package only as stated.
Excel
IT consultant bench hotlist
The weekly hotlist an IT staffing vendor sends to clients and prime vendors in Excel: one row per available consultant with primary skill, total and US / UK years, key technologies, certifications, location, relocation, availability, work authorization / visa, rate and notes (each only as stated), under a cover block with the vendor, the date, the contact for submissions and a live count of consultants, average years, those available immediately and those open to relocation.
Excel
Requirement vs candidate skills matrix
A requirement vs candidate skills matrix in Excel for IT staffing submissions: the client's requirements from the job description down the side, marked must-have or nice-to-have, one column per consultant, each cell Met, Partly or Not stated with a short evidence note taken only from that consultant's CV, and live counts of must-haves met. A Met without evidence is flagged, never counted.
Excel
Interview availability tracker
An interview scheduling tracker in Excel for one IT requisition: one row per consultant with role, vendor or agency, stage, the interview slots offered and the confirmed slot as stated, interviewer, format, notice or start availability as stated, status and notes, under live counts of confirmed and awaited slots and a count per stage.
Excel
Framework bid rate card
The roles and day rates a supplier puts into a public-sector framework bid or call-off, in Excel: one row per role with its SFIA or Government Digital and Data level, the day rate exactly as given in the supplier's notes or price list (never estimated), location and remote working, the named candidate or "TBC", years, clearance and what is still to confirm, under a live summary of roles priced, lowest, highest and average day rate, named candidates and roles with clearance.
Excel
Temp shift availability grid
A week's shift availability for a temp pool in Excel: workers down the side with role, location, transport and compliance status as stated, Monday to Sunday across with each day's date from the week-commencing date, each cell the shift the worker said they can do (early, late, night, long day; blank when not stated), and live counts of workers available per day and per shift.
Excel
Operative competency and card expiry matrix
An Excel matrix of the operatives on a client site or framework, one row each: CSCS card type, number and expiry, CPCS or NPORS plant card with categories, SMSTS or SSSTS, other tickets, and for rail work the Sentinel number, PTS and medical expiry and the date of the last drug and alcohol test. An expiry turns red once it has passed and amber within 90 days of the as-at date, only where a full date was given, with live counts at the top. Not an official form.
Excel
Care staff compliance matrix
An Excel matrix of the care staff on a service, one row each: how they are engaged, DBS level and date, right to work, history and reference position, and training renewals. A date turns red once it has passed and amber within 90 days of the as-at date, only where a full date was given, with live counts at the top. Not an official form.
Excel
SIA licence and screening tracker
An Excel tracker of deployed officers, one row each: site, SIA licence sector, number, expiry and last register check, screening period and status, right to work and first aid. An expiry turns red once it has passed and amber within 90 days of the as-at date, with live counts at the top. Not an official form.
Excel
Airside pass and training tracker
An Excel tracker of pass holders, one row each: airport, pass type and expiry, background check dates, GSAT, other training and accreditation status. A date turns red once it has passed and amber within 90 days of the as-at date, and nothing is worked out. Not an official form.
Excel
Offshore competency and certificate matrix
An Excel matrix of the workers on an offshore or energy project, one row each: survival certificate, medical, competence and other tickets with expiries. A date turns red once it has passed and amber within 90 days of the as-at date, only where a full date was given, with live counts at the top. Not an official form.
Excel
Driver licence, CPC and tachograph tracker
An Excel tracker of drivers, one row each: categories, licence validity, last DVLA check, points, Driver CPC, tachograph card and last download, right to work. An expiry turns red once it has passed and amber within 90 days of the as-at date, with live counts at the top. Not an official form.

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.

See how it works

Executive search templates, in your brand

Candidate profiles, shortlists, trackers and reports, ready to use.

Create a template from your own document

Upload the Word, PowerPoint, Excel or PDF document you already use: a candidate profile, a shortlist deck, a report. We turn it into a template.

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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.

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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, valid for 14 days, 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, reports and position specifications are Word documents; shortlists, candidate presentations and bios, kickoff briefings, talent maps, market and diversity studies, progress reports, talent reviews and proposals are PowerPoint decks; trackers, the scorecard matrix and the compensation workbook 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.

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