Recruitment process

This is a guide made to help the user better understand the recruitment process. After reading this guide, you will have learned the steps from adding a company to hiring a candidate.

Create a company

Click on the Plus button in the upper left corner to start adding a company to your CRM.

We use an integrated database that can help with auto-filling information. You can search by company name and easily add that company. Follow the detailed instructions given in the Creating a company/customer article.

The information you enter must be correct, so please review it before creating the company. If the added data is wrong, you may encounter issues, for example, when you send out an invoice.

In the picture above, you can see the layout of the company card we created. To access the company card, you have to click the CRM icon in the navigation bar, search for your company, then click on the company name.

Create a project

The next step is to look at the project we created from the company card and see how the Projects module works. Click on the Projects icon on the company card, followed by clicking on the project name.

1. Project card: From the previous step, we created this project card through the company card. You can also create new projects using the + button, and to access them, click the Projects icon in the navigation bar to get an overview of all the projects.
2. Project type: It’s important that the project you create is set to the right Project type. In this example, we have created a Staffing Project, but if the project is created strictly for recruiting, you should set it as a Recruitment project.
3. Edit: To change the project type, click on the pencil icon. This is also where you can edit the other essential project information.

If you want to create a new project, you can click on the Plus button.

You can also create a new project of 2 types (Recruitment and Recruitment & Staffing) directly from the recruitment module.

Fill in key details on your project card. With all the project information in place, we are ready to post a job using the same Plus button.

Create a job post

Create and publish a job listing to attract potential candidates for an open position. This includes defining the job title, responsibilities, qualifications, location, salary range, and application instructions. A well-crafted job post helps ensure that the right candidates apply and supports an efficient and effective hiring process. The guidelines are presented in this article.

Applicants and the candidate process

The picture above shows that the job post has been published on the RecMan-page. From the job post in the picture above, there is a lot of helpful information to extract. If you look at the bottom of the job post, you can see how many views, applicants and candidates you have connected to the job post. The job post will also be linked to relevant candidates already existing in the Candidate Database.

Once you click on the number of applicants, you will be transferred to the applicants tab in the recruitment module.