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
- 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.
Daily activity
- 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.
Editing data
- 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.
Removing data
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:
- Managing your organisations hiring processes | HR Web Platform This feature covers how you can create a new hiring process and can customise it to suit your organisation's needs.
- Managing your organisations job board integrations | HR Web Platform This feature allows you to manage your connection to a Job Board, for example connecting to a new board.
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