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Manage Gmail and recruitment module integration

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access level: Admin    

A recruitment module helps companies organise candidates for hiring and recruitment purposes. These systems allow businesses to collect information, organise prospects based on experience and skillset, 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 improvements.

The Google Integration feature allows you to connect the recruitment module to your Gmail account and send candidate emails directly from the HR classic platform. You can also use this feature to disconnect this integration if you no longer want to send emails from Gmail via your recruitment platform.

Getting started

Integrating with Gmail
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.

    A dropdown will now appear with two buttons: Open candidate profile and Copy candidate.

  4. Click the Open candidate profile button.
    Pool_1.jpg
  5. Click the   button.
    Connect_1.jpg
  6. Click the Sign in with Google button.
    google01.jpg
  7. Select the correct Google account that you would like to link your account to.
    google02.jpg
  8. Click the Allow button.
    google03.jpg

Performing common workplace processes

Emailing a candidate
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.

    A dropdown will now appear with two buttons: Open candidate profile and Copy candidate.

  4. Click the Open candidate profile button. Pool_1.jpg
  5. Click the   button.Email_1.jpg

    If you have a pre-made recruitment email template, select it from the Template dropdown and continue to step 6. If not, move onto step 7.

    Helpful Hint

    You can click the Save Template   and select either Save a New Template or Replace a Current Template option.

  6. Complete the following fields:
    • Subject
    • Message

    Helpful Hint

    You can choose from the following formatting options:

    • Bold
    • Italics
    • Underline
    • Dot Point List
    • Number List
    • Attachments
    • Variables
  7. Click the Send Email button.Email_2.jpg
Scheduling a meeting
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button. Pool_1.jpg
  5. Click the Sign in with Google button.
    google01.jpg
  6. Click the Google account you would like to link to.
    google02.jpg
  7. Click the Allow button.
    google03.jpg
  8. Complete the following fields:
    • Event title
    • Date
    • Start time
    • End time
    • Time zone
    • Attendees
    • Meeting
    • Event description

    Helpful Hint

    You can choose from the following formatting options:

    • Bold
    • Italics
    • Underline
    • Dot Point List
    • Number List
  9. Click the Send Invitation button.
    google04.jpg

Deleting data

Disconnecting from Gmail
  1. Click the  Recruitment menu.
  2. Click the Candidates tab.
  3. Click the  button.
  4. Click the Open Candidate Profile button.
    Pool_1.jpg
  5. Click the   button.
  6. Click the Disconnect button.
    Connect_4.jpg
  7. Click the Disconnect button.
    Connect_5.jpg

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