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.
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
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.
Settings
Each project will also have its own settings where you can set some general preferences, and a decline email template to make declining applicants simpler.
Decline email template
Setting up a decline email template can be a great way of reducing the time spent on writing emails, making sure that any declined applicant will be sent a decline email automatically.
The decline email template can be set up per project, or it is set up as a default for all your projects in the corporation settings. Leaving both templates empty will result in no emails being sent when declining applicants, great for those who want to give their professional feedback or personal touch to their candidates.
Pipeline automations
In the settings for pipeline steps, you can set up automations for each category, and you can also hide certain steps should they be redundant in your specific process. The automations available at this time are:
- Add comment (on the candidate card)
- Send email (to the candidate)
- Send assessment tests
- Create task
With automations set up for email or comments, you will be given a prompt when moving the candidate to the pipeline category with the automation, where you can make changes to the contents or cancel it altogether. Tasks will instead be added automatically without any prompts, useful for handing over the applicant to a different user or to act as a reminder for scheduling, e.g., an interview.
If you want to hide more steps/customize your pipeline even more, you can create and select a pipeline group (set up in the recruiting settings) containing fewer or more pipeline steps. Useful for creating and optimizing your workflow.
AI Matching
AI matching is a feature designed to assist you in automatically matching candidates with project-specific job descriptions. By providing a detailed job description in the project’s overview, the AI matching feature can analyze the criteria and determine if the candidates entering your pipeline are a good fit.
Once a job description is provided, you can enable AI matching in your project settings and select the language you want outputted. Parsed candidates will receive a score between 0 and 100 (higher is better), and you can click the score to view a more detailed evaluation:
The results you receive will include:
- A general evaluation of the candidate’s match to the job.
- A SWOT analysis assessing the candidate’s Strengths, Weaknesses, Opportunities and potential Threats in relation to the role.
- Key areas to inquire about during the interview process.
Assessments
Recruiters can set up integrations with assessment test providers in the recruiting settings, with Master HR, Ascend and Psigma. After adding credentials in the settings, you can set up your assessments in the recruitment module’s settings and send assessments to your candidates directly from the board view.
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..