Workflow Guides
Here at TE Recruit, we know that the recruiting process can differ from firm to firm. It takes quite a few steps and a whole lot of effort to make the journey from winning a client to placing a candidate. Whether you’re a solo shop doing it all on your own, or you’re responsible for just a piece of the recruiting puzzle, we have a few basic workflow guides outlined for you below:
Sales and Business Development
This workflow guide covers:
- Uploading lists of leads and contacts into the software
- Organizing your leads and prospects into a sales pipeline
- Tracking your activity and follow up calls
- Email marketing
- Creating client records and adding positions to fill
Research and Sourcing
This workflow guide covers:
- Various ways for adding new candidates into the software
- Searching the database for existing candidate records
- Qualifying candidates and communicating to request updated information
- Submitting candidates to open positions for review
Recruiting
This workflow guide covers:
- Managing open job pipelines
- Submitting resumes to clients
- Tracking activity
- Completing and tracking placements
Administrative Tasks
This workflow guide covers:
- Managing users and customization
- Reporting
- Keeping records up to date
- Advertising positions and managing applications