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Recruitment

Plan the jobs you need, run campaigns, follow each candidate stage by stage, and make the one you hire a staff member.

Where

HR › Recruitment

Who

Anyone allowed to manage recruitment.

The screens of Recruitment

The bar under the module's name follows the work:

In the barWhat it holds
DashboardHow many campaigns, candidates and applications there are, the campaigns by status, where the applications stand, and the interviews coming up.
PlanA plan is a campaign nobody can apply to yet. + New plan adds one; opening it puts the job in front of applicants.
CampaignThe list Campaigns: name, position, how many people are wanted, how many applied, and the closing date. + New campaign adds one.
Candidate profileThe list Candidates, each with their campaigns and stages. + New candidate adds one; ⭳ PDFs downloads their profiles.
BoardOne column for each stage: Applied, Screening, Interview, Offer, Hired, Rejected.
Interview scheduleInterviews as a List or by Month. + New interview books one, with its campaign, date, interviewers and candidates.
Recruitment channelsChannels: the forms a CV can arrive through. + New channel adds one.
Recruitment PortalThe public careers page: its address, and what a stranger sees there today. Only open campaigns are shown.
SettingSensitive fields (a field switched off is not shown, written, filtered on or exported), Evaluation forms and the company's list of Skills. The lists the rest of Recruitment chooses from are kept here too: Candidate stages, Job positions, Evaluation criteria, Industry list and Working forms; press + Add on a list to add to it.
Recruitment › Dashboard
Campaigns: position, how many are wanted, how many applied, closing date
Candidates, each with their campaigns and stages
The Board: one column for each stage
Interviews
The New interview form
Channels: the forms a CV can arrive through
The public careers page: its address and what a stranger sees
Recruitment settings: the sensitive fields first, then the lists

From a campaign to a hire

1
On Campaigns press + New campaign and make a campaign for the job. Flowrica can do it with you: Open a recruitment campaign.
The New campaign form
2
On Candidates press + New candidate, type at least the First name and their contact details, and save. Candidates who apply on your careers page arrive by themselves.
The New candidate form
3
Move each candidate through the stages on the Board. On Candidates, tick several and use Move to stage… to move them together. Moving a candidate to Rejected asks for the Reason, which stays on the application.
4
On the hired candidate's profile press Make this person staff. Their details are carried into a new staff record.

Use Show archived on a list to bring back archived rows, and Export to Excel to take the list out.

Campaigns with the archived rows shown

A campaign's page

The head shows the code, the position, the number of applications and the status. The campaign tab holds the position, company, department, how many are wanted, the dates, the salary band, the reason and the job description. What it asks for holds the requirements. Edit changes them.

A campaign's page: The campaign tab
A campaign's page: What it asks for

A candidate's tabs

The head offers Edit, Write to them, ⭳ PDF and Make this person staff.

TabWhat it holdsWhat you can do there
DetailHow to reach them, personal details, their skills, picture and files.Attach a file, or Upload from your phone. Give a skill from the company's list with Add a skill… and Add.
Recruitment historyWork experience, education and family.+ Add a job, + Add education, + Add a family member; on a row, Edit or Archive.
Capacity profileHow they were scored on each criterion, out of 5, and by whom.Score this candidate. Scoring again replaces only your own scores.
CampaignsThe campaigns they applied to, and their stage in each.Add them to another campaign; change the stage on a row.
A candidate: the Detail tab
A candidate: Recruitment history
A candidate: Capacity profile, the scores on each criterion
A candidate: the campaigns they applied to

In Evaluation forms, press Add a criterion and give each criterion a Weight. A candidate scored on every weighted criterion then shows a weighted score on the Capacity profile tab.