How do I manage my organisation's hiring process via the HR platform?

Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access levels: Admin    

An applicant tracking system (ATS) helps companies organise candidates for hiring and recruitment purposes. The Manage Hiring Processes feature within the Recruitment module allows you to create a new hiring process customised to meet your organisation's needs. The Recruitment module also allows you to edit any hiring processes you have created previously and make any needed changes.

  Interactive learning

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Getting started

Add a hiring process
  1. Click the Recruitment menu.
  2. Click the Hiring Processes tab
  3. Click the New Process button.
    screenshot of the hiring processes page, highlighting the new process button
  4. Enter the name of the new process.
  5. Click the Create button.
    screenshot of the create writing process popup where you need to write the name of the hiring process, highlighting the create button
  6. You can:
    • Toggle the Make This Default switch to make this your default hiring process.
    • Click the New Stage button to add a hiring stage.
    • Click the Delete or X button to remove a hiring process.

    Helpful Hint

    The platform will auto-save any of the changes you make to your customised hiring process.

    screenshot of the process details screen, highlighting the make this default toggle switch, delete buttons, and new stage button

Data management

Edit a hiring process
  1. Click the Recruitment menu.
  2. Click the Hiring Processes tab.
  3. Click the ellipsis or three dots button for the hiring process you want to edit.
  4. Click the Edit button.
    screenshot of the hiring processes page, highlighting the three dots button for a hiring process
  5. You can:
    • Toggle the Make This Default switch to make this your default hiring process.
    • Click the New Stage button to add a hiring stage.
    • Click the Delete or X button to remove a hiring process.

    Helpful Hint

    The platform will auto-save any of the changes you make to your customised hiring process.

    screenshot of the process details screen, highlighting the make this default toggle switch, delete buttons, and new stage button
Unarchive a hiring process
  1. Click the Recruitment menu.
  2. Click the Hiring Processeses tab.
  3. Click the ellipsis or three dots button for the hiring process you want to unarchive.
  4. Click the Unarchive button.
    screenshot of the hiring processes page, highlighting the three dots button for a hiring process
  5. Click the Unarchive button.
    screenshot of the unarchive confirmation popup, highlighting the unarchive button

Removing data

Archive a hiring process

Important

You can not archive the default hiring process.

  1. Click the Recruitment menu.
  2. Click the Hiring Processes tab.
  3. Click the ellipsis or three dots button for the hiring process you want to archive.
  4. Click the Archive button.
    screenshot of the hiring processes page, highlighting the three dots button for a hiring process
  5. Click the Archive button.
    screenshot of the archive confirmation popup, highlighting the archive button
Delete a hiring process

Important

You can not delete the default hiring process.

  1. Click the Recruitment menu.
  2. Click the Hiring Processes tab.
  3. Click the ellipsis or three dots button for the hiring process you want to delete.
  4. Click the Delete button.
    screenshot of the hiring processes page, highlighting the three dots button for a hiring process
  5. Click the Delete button.
    screenshot of the delete confirmation popup, highlighting the delete button

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