Introduction to the recruitment module for managing your recruitment pipelines.
Recruitment is a centralized module that lets you create and manage your ongoing recruitment projects. The module consists of a dashboard with an overview of your recruitment projects, and navigating to a project lets you manage your candidates and applicants in a board or list view.
Some of the highlighted features of the module are:
- Kanban board and list view
- Customizable pipeline categories
- Book and conduct interviews
- Present candidates internally or externally
- Automations – decline emails and tasks
- AI matching – match jobs and candidates
Read on for more information about the various views available.
Recruitment dashboard
The module gives you a dashboard with an overview of your projects and their status, a pipeline showing the number of candidates currently being processed in the various pipeline categories, and a quick overview of new candidates, presentations, recruitment offers and job posts. Click on the project names to be taken to the project’s pipeline.
Navigating to any project, you can choose to work with your candidates and applicants through the Board or List view depending on your preference. In the Overview, you can add a job description, add other co-workers, the customer contact person and other general information. For your published job posts, all the applications will be found in the Applicants tab where you can perform an initial screening and either decline or accept them into your pipeline.
Overview
The overview provides general information for your project. Here, you will also find custom fields, candidate statistics (pipeline), project attributes, co-workers and contact persons. Project admins can edit project information directly within the overview or use the Edit project in the dropdown next to the project name.
Activity logging
The activity logging system improves project collaboration. You can keep your entire team informed and maintain a clear project history with enhanced tracking capabilities. To tag people start with @ sign and type their name. You can select from multiple predefined activity categories for better organization and pin important messages to ensure critical information remains visible.
Board/list view
The board view is a great way to get a visual overview of the candidates in the pipeline. Here you can move candidates by drag-and-drop, or select multiple candidates at a time to have the action bar appear. Using the action bar, you can move several candidates at a time, send email/SMS, present candidates, download an Excel file, send assessment tests or decline the candidates.
The board view also gives a quick insight based on tags, showing:
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The candidate is added to the pipeline as an applicant. |
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*This candidate has an interview registered. |
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*This candidate has been presented. |
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*This candidate has a reference check registered. |
*Not specific to the project.
Clicking the individual candidates will open up a drawer view, showing:
- General information
- Interviews
- CV
- Applications
- Meetings & tasks
- Reference persons
Staffing
This tab will appear for projects with staffing or recruitment & staffing types. From the staffing tab, you can create bookings, view both active and inactive bookings, and access a list of jobs, complete with their status and key details. Click on an employee’s name or job title to open the corresponding drawers.
Applicants
In the applicants' view, you can perform an initial screening of the newest applicants. Click on the various candidates to open up a drawer and view their CVs.
Manually add applicants
This feature allows you to add candidates on their behalf directly to a job post, making it easier to capture interested talent.
Public recruitment: Anonymity
You can review, accept, or decline requests for anonymity from public application lists. We've also added a field where you can type your reason for the decision. Ensure you select the public sector in your job post settings for this feature to become available. This feature is widely used in recruitment projects in the public sector in Norway.
Suggestions
Here you will see suggestions from the AI database scan.
Settings
The Settings section is located under the dropdown arrow next to the project name and is only available for users defined as project admins. From here, you can change project automations, activate AI matching, and manage pipeline steps and other settings. Read more about project settings in this article.
Good to know
The recruitment project does not show up in my recruitment module dashboard.
The recruitment dashboard will only show recruitment projects where your user has been added as a co-worker or resource in the overview. If you are unable to resolve it immediately, try searching for the project in the master search and navigate to the pipeline through the project.
Unable to activate AI matching?
AI matching will be enabled in the settings with a sufficiently detailed job description. If you have added a job description and it won’t activate, try adding more to it.