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Setup checklist for Owners/Admins

Laura Dominoni
Laura Dominoni
  • Updated

1. Company profile

First things first – let's kick things off with your company profile. Like introducing yourself at a party, πŸ˜‰ this step is all about showing the identity of your employer brand and getting applicants interested.

Navigate to your Company settings page. This is where you set the stage for your organization in Recruit, adding your company's description together with:

2. Company locations

For each of your company's locations, just head over to Settings > Locations and hit Add Location.

Fill in the name of the location, the language, and if you want, a different public name to display on your careers page (totally optional).

πŸ’‘Tip: As you start typing the address, Recruit will auto-populate the rest of the fields upon selection.

And here's a nifty bonus: If your company conducts in-person interviews, you can provide arrival instructions for candidates coming to this location. These instructions can be included using placeholders in your email templates.

3. Calendar provider

Is your organization using Office 365 or Google Calendar for scheduling meetings, interviews, and more?

πŸ‘‰ If the answer is yes, head over to the Apps page and set your Calendar provider.

If interviewers like to reserve meeting rooms for interviews, Recruit can help. After you've configured your calendar provider, make sure to navigate to Settings > Localization > Meeting Rooms and add your meeting rooms to facilitate reservations with Recruit's scheduling features πŸ˜‰. Learn more about configuring meeting rooms.

4. Privacy notice

Many countries have implemented local privacy laws that require companies to have a user-friendly privacy notice that informs people about how their data is handled.

Recruit has created this guide for writing and publishing your privacy policy and offers you the tool to share it πŸ‘‰.

All you need to do is add the link to your Privacy Notice under Settings > Sourcing > Careers Website in the Application form section.

5. Job boards

Recruit integrates with multiple Job Boards to post job positions and boost your candidate pipeline. Learn more about Job boards.

To enable job boards, head over to Settings > Job boards and set your preferences. Choose Automatic mode to post all positions automatically, or go with Manual mode for selective posting.

Now, consider these tips to maximize your job board exposure:

6. Referral program

At Recruit, we believe in flexibility, which is why we encourage you to shape your own Referral program.

Recruit makes it really easy for you to refer your friends right from your careers site and then keeps you updated about your referrals’ status with automated weekly updates.

To set it up, head over to Settings > Referral Program. Recruiters on a position's hiring team can then customize the company's default referral bonus for any specific position if they need to πŸ™ŒπŸ».

Your company doesn't offer a referral bonus?

No worries! The prompt will kindly inform your employees that they'll get credit for their referrals πŸ˜‰.

7. Position fields

For every position, Recruit includes default position fields like Position name, ID, and Location. You can then customize this list to include additional fields that deliver important information to prospective candidates or have additional dimensions for managing your positions or analyzing your reporting data πŸ“Š. Learn more about Customizing Position fields.

You can find Position fields under Settings > Data > Position Fields, where we recommend you:

  • Mark required fields as Required to Publish.

  • Enable the dropdown selection option where applicable. This ensures your hiring team can only add pre-approved fields to descriptions, preventing free-text entries πŸ˜‰.

  • Review and edit position fields periodically, adding/removing fields as necessary.

8. Hiring teams and permissions

Signing up to Spark Hire Recruit is easy-peasy, but it all begins with inviting your teammates. To do this, head over to the Teammates page and manage your teammates including their roles:

  • βœ… Add and edit teammates

  • βœ… Deactivate and reactivate teammates

  • βœ… Assign teammates with recruiting and non-recruiting roles

After assigning roles to all your teammates, head over to Settings > Access > Permissions and decide who gets to see and do what 🧐. Learn more about Position roles & permissions and Company roles & permissions.

πŸ’‘Tip: If your company is using SSO, ensure your IT manager enables the integration and provisions all employees in your SSO system to access Spark Hire Recruit. You’ll be then able to easily invite your teammates to Recruit from the employee dropdown.

9. Position templates

Creating a position from scratch involves a lot of action items. Using Position templates not only saves you time but also helps you align the hiring process.

To create position templates, head over to the relevant position, click β€œβ€¦β€, and select βž•Add to templates. This will help skip the repetitive work and start with a solid base for similar positions in the future, including:

  • Workflow πŸ”€

  • Scorecard πŸ“Š

  • Agency sources πŸ”Ž

  • Description πŸ“„

  • Requirements πŸ“‘

  • Fields β—½

You can even keep the same hiring team and assignees 😎

Learn more about Position templates.

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