Below is a typical recruiting workflow with the roles and functionalities used in the process.
Task | Description | Role | Functionality |
Receive opening details from the client | Account Manager receives details of the opening through emails. Gather all details on the opening. |
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Create an opening | Account Manager creates a new opening based on gathered details and assigns it to the Primary Recruiter. | Account Manager & Primary Recruiter | “Create New” Opening in Opening Tab |
Search & Source the matched candidates | Recruiters searches & Sources candidates by conducting an Advanced Search in the Candidates DB. Candidates sourced outside the system can easily be added to the candidates DB as well.
| Primary Recruiter | “Create New” or “Parse Resume” functionality in Candidates Tab. |
Manage Candidates | Recruiters can then view and manage candidates. Call the candidates. | Primary Recruiter | View, Edit Candidate screen in Candidates Tab. Add/Edit Call Screen |
Submit Candidates | Submit the eligible candidates to an opening and email the Account Manager with opening & candidate details. | Primary Recruiter | “Submit Candidate” option in Openings & Candidates Tab. Once submissions are done, email can be sent to respective Account Manager. |
Review Candidate Profile & forward it to the client | Account Manager reviews the Candidate profile & either accepts or rejects the submitted candidates. Email the respective client with opening & candidate details. | Account Manager | “Accept Candidates” and “Reject Candidates” options in Pipeline Tab. Once submitted candidates are accepted, email can be sent to the respective client. |
Screen and interview candidates | Account Managers can work with clients in progressing the best candidates through the appropriate selection steps. | Account Manager | Based on client response to the candidate status, Change the Funnel Statuses accordingly. Create Call & Interview records for every call/interview held for the candidate. And easily track them. |
Place the Candidate | Managers can easily move candidates to the placed status. | Account Manager | Click on “Placement” Icon for the candidate in Funnel Tab and create a new placement. |
Fill & Report
| Finally, Account Managers, Recruiters can use the Reporting tool to get a report on filled openings and other important metrics. | Account Manager, Recruiters. | Generate reports in Reports tab. |