Workflow Guides

Here at Top Echelon Recruiting Software, 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