Workflow Guides: Recruiting

Welcome to our third in a series of Workflow Guides for TE Recruit!

The subject of this guide will be Recruiting. We’ll focus on several concepts:

• Managing open Job Pipelines
• Submitting resumes to clients
• Communicating with candidates and clients
• Tracking activity
• Completing and tracking Placements

Managing open job pipelines

• Each Job created within TE Recruit will have its own Pipeline associated with it. The Pipeline is used to track candidates through the placement process for that position.
  • Candidates can be added to Pipelines from multiple places
  • Pipelines are split into customizable Stages that represent their current step in the placement process
    • The first step is always the Inbox, and the last is always Placement
    • Moving candidates through stages or Disqualifying them will progress them through several Pipeline Views
• Multiple Pipelines for one or more clients can be viewed at once through the Pipeline Report

Submitting resumes to clients

• The pipeline has a Submit to Client function available for quickly sending candidates’ resumes to the associated client
  • After selecting the checkboxes of the candidates you would like to submit on the pipeline, you’ll find the Submit to Client function in the Action menu

Tracking activity

• After contacting a candidate or client, events can be recorded with notes through the Activities system
  • Activities can be logged directly on the Pipeline through the Log/Schedule column. This will automatically connect the appropriate Related Records.
  • Activities can be customized to fit your day to day recruiting processes
  • Open Activities appear on the Planner, which allows you to plan out your day and keep track of important events
  • Activities are automatically created when emailing an individual record or mass emailing a list of records (you can also mass email from the Pipeline!)
  • Use the Activity Report to keep track of your team’s progress

Completing and tracking Placements

• The last stage of every job’s Pipeline is the Placement stage. Clicking on this stage will cause the following to occur:
  • The candidate that was placed will be moved to the Placements view on the Pipeline
  • A Placement Form can be filled out to record the placement
  • After completing the Placement Form, the system will prompt you to update both the candidate’s Work History and the Job’s Status automatically
  • All Placement Forms feed into the Placement Report, which can show placement data in a variety of different ways

Feel free to check out some of our other Workflow Guides as well:

• Sales and Business Development
• Research and Sourcing
• Recruiting (you are here)
• Administrative Tasks