Overview
A recruitment module helps companies organise candidates for hiring and recruitment purposes. These features allow businesses to collect information, organise prospects based on experience and skill set, and filter applicants. There are many benefits of using such a module, and you can expect to see metrics like time, cost, and candidate quality improve.
The Candidate Pool feature within the Recruitment module allows you to see all the people who have applied for your open roles, with the ability to filter this list by status and/or name. You can also use this feature to view the candidates profile and see details such as their phone number and resume and copy a candidate over to a different role.
Availability
HR Plan: | Free | Standard | Premium | Platinum |
User Access: | Employee | Managers | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
This section will walk you through how to see all the people who have applied for your open jobs, with the ability to search this list by status and/or name and also how to view the candidate's profile.
- Click the Recruitment menu.
- Click the Candidates tab.
- Click the button.
- Click the Open Candidate Profile button.
- Click the New Candidate button.
- Complete the following fields:
- Email.
- First name.
- Last name.
- Phone number.
- Attachments.
- Source:
- Manual entry.
- Referral:
- Referrer first name.
- Referrer last name.
- Referrer work email.
- Click the Create button.
- Click the Recruitment menu.
- Click the Candidates tab.
- Click the button.
- Click the Open Candidate Profile button.
- Write the required comment and click the button.
Helpful Hint
Typing @ into the text field, followed by an employee's name, will tag that employee in the message. Messages do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.
Maintain
This section will walk you through how to see all the people who have applied for your open roles, with the ability to filter this list by status and/or name and also how to view the candidates profile.
- Click the Recruitment menu.
- Click the Candidates tab.
- You can refine the displayed roles by either:
- Using the following filters to change the displayed roles:
- Status:
- Show all.
- Open roles.
- Closed roles.
- Disqualification reason:
- Duplicate.
- Location.
- Work rights.
- Salary expectations.
- Lacking skills/qualifications.
- Cultural fit.
- Preferred another candidate.
- Spam.
- Offer rejected.
- Unavailable.
- Uninterested.
- Screening answers.
- Overqualified.
- Blocked.
- Unknown.
- Tags.
- Status:
- Using the Search field to find a specific candidate.
- Using the following filters to change the displayed roles:
Important
You can only onboard a candidate once you have moved them to the hired stage.
- Click the Recruitment menu.
- Click the Candidates tab.
- Click the button.
- Click the Open Candidate Profile button.
- Click the Onboard button.
Helpful Hint
Once you click the Onboard button, the platform will re-direct you to the Employee Onboarding feature. To read further information on this feature, refer to the following article.
- Click the Recruitment menu.
- Click the Candidates tab.
- Click the button.
- Click the Open Candidate Profile button.
- Click the button.
- Click the Edit button.
- Make the required changes and click the Save button.
Helpful Hint
Typing @ into the text field, followed by an employee's name, will tag that employee in the message. Messages do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.
Author recommended
So you have now used the viewed your candidate pool and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- HR Platform: Managing your Job Board Integrations This feature allows you to connect to a job board platform, where you can then post the job openings you created within the platform.
- HR Platform: Using the Recruitment Module to Manage your Open Roles This feature allows you to post your role openings out and manage the applicants that applied to said posting.
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