1. Employment Hero Help Centre (NZ)
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  3. Recruitment
  4. Recruitment
  5. Roles

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Manage your organisation's open recruitment roles

James Nixon
Updated
EH Content Team

Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following User Access levels: Admin

The Recruitment Management feature lets you manage the open roles you are recruiting for to help you stay informed of your hiring processes. It allows you to edit your screening questions and evaluation questions, as well as manage various information such as comments and hiring manager details.

This article shows you how to use the feature to filter, edit, and delete the data related to your organisation's open recruitment roles and the relevant hiring managers.

Interactive learning

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Getting started

Filter the roles shown
    1. Click the Recruitment menu.
    2. Click the Recruitment submenu.
    3. Click the Jobs tab.
    4. You can use the Search field to find a specific role.
    5. You can also use the following filters:
      • Status
      • Teams
      • Country
      • Type

Helpful Hint

The filters you set here will be preserved even when you go to other areas of the platform or log out. This means you do not have to enter the same filters every time to view the roles you usually need to view.

screenshot of the jobs page, highlighting the filter options
View the job board integration status
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click the Edit Job Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Job Boards tab.

    Helpful Hint

    You will now see the job boards where you have posted the job, as well as the status of the posting and how many candidates have applied. You can also hover over the to see if any error messages have been triggered.

    screenshot showing the job boards tab
Edit job details

Warning

The platform will not automatically repost any details you make to your job ad within the Employment Hero platform to your chosen job board. So, after making any updates within the Employment Hero platform to a job ad, you must manually repost these updates out to your chosen job board provider. To see the details on whether reposting your job ad will incur a fee from your job board provider, refer to this article.

  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click the Edit Job Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Role Details tab.
  7. Make the required changes and click the Update button.
    screenshot of the job details page, highlighting the save button
Update the hiring process

Important

You can only update the hiring process if all your candidates are on the new stage.

  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the Edit Role Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  5. Click the Hiring Process tab.
  6. Select the required hiring process from the Select Hiring Process drop-down.
  7. Click the Save button.
    screenshot of the hiring process tab, highlighting the save button

Manage roles

Close a role
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click Close Job from the drop-down menu.
    screenshot of the jobs page, highlighting the three dots and close this job buttons for a role
  6. Click Confirm.
    screenshot of the close the job popup, where you need to click the confirm button
Reopen a role
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click the Reopen Job from the drop-down menu.
    screenshot of the jobs page, highlighting the three dots and reopen job buttons for a role
  6. Click Confirm.
    screenshot of the open the job popup, where you need to click the confirm button
Copy a role

Helpful Hint

This feature will copy both the job details and the hiring process.

  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Select Copy this Job from the drop-down menu.
    screenshot of the jobs page, highlighting the three dots and copy job buttons for a role
  6. Click the Copy button.
    screenshot of the copy the job popup, where you need to click the copy button
Delete a role
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Select Delete this Job from the drop-down menu.
    screenshot of the jobs page, highlighting the three dots and delet this job buttons for a role
  5. Click the Delete button.
    screenshot of the delete confirmation popup, where you need to click the delete button

Manage comments

Add a comment
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs a comment manually added.

  5. 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.

    screenshot of the job role, highlighting the comment box

Edit a comment
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs a comment edited.
  5. Click the button.
  6. Click the Edit button.
    screenshot of the job role, highlighting the three dots and edit buttons for a comment

  7. 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.

    screenshot showing the edited comment

Delete a comment
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the role that needs to have a comment deleted.
  5. Click the button.
  6. Click the Delete button.
    screenshot of the candidate profile, highlighting the three dots and delete buttons for a comment
  7. Click the Delete button.
    screenshot of the delete confirmation popup, highlighting the delete button

Manage collaborators

Add a collaborator
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click the Edit Job Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Collaborators tab.
  7. Enter the relevant name of the collaborator in the Collaborator fields.
  8. Click the Save button.
    screenshot of the job role's collaborators tab, highlighting the save button
Delete a collaborator
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click the Edit Role Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Collaborators tab.
  7. Click the button.
  8. Click the Save button.
    screenshot of the collaborators tab, highlighting the save button

Manage hiring manager data

Add a hiring manager
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click the Edit Job Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Hiring Managers tab.
  7. Enter the name of the hiring manager in the Hiring Manager field.
  8. Click the Save button.
    screenshot of the job role's hiring managers tab, highlighting the save button
Delete a hiring manager
  1. Click the Recruitment menu.
  2. Click the Recruitment submenu.
  3. Click the Jobs tab.
  4. Click the button.
  5. Click the Edit Role Details button.
    screenshot of the jobs page, highlighting the three dots and edit job details buttons for a role
  6. Click the Hiring Managers tab.
  7. Click the button.
  8. Click the Save button.
    screenshot of the hiring process tab, highlighting the save button

Further information

Information imported from a job application
Information. Notes.
Name.  
Email.  
Phone number.  
Attachment. If we are pulling the attachment from a job board application, then there is no limit. However, for a manually added candidate, there is a limit of three files.
How do I get the most out of this feature?
  • Filters are pre-set to show active roles in all teams and countries. Simply click a filter to change your results.
  • Once you use a role or country within a role, it will appear within the relevant filter.
  • You can search for a role using the Search field.
  • You can sort roles by role title or creation date using the on-the-table header.
  • You can see all the candidates within a role by clicking the Role title.
  • To view more options, select the button next to the roll of your choice.
  • The Role Overview page shows the latest status changes made to a role, such as the creator, close date, and who reopened the role and when.
  • The Edit Role feature allows you to update the job details, change the hiring process, add hiring managers and/or collaborators; edit and/or repost a role, or post a role to a job board.
  • The Close Role feature allows you to end a role and updates the Role Overview page.
  • The Copy Role feature allows you to copy the job details and hiring process of a current role.
  • The Delete Role removes a role completely from the Recruitment Module.
What data do we copy over when you onboard an employee?

We will copy over the following information:

  • Personal email auto-fills from candidate profile.
  • Team auto-fills from the team listed in the role details.

  • Candidate documents sync to the new employee's uploaded documents, for example, their resume, and cover letter.

Can I set up automatic replies for ‌candidates applying?

As soon as the candidate has applied for a role, they will receive an automatic system-generated email notification. This confirms their job application has been received. Note that there are currently no platform settings associated with this and the email notification is not customisable at this stage.

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