1. Publish your 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 👉

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

2. Set up data removal

Right now, there's one important thing in your Privacy settings that's turned off: Automated data removal.

What are the benefits of enabling it?

• 👥 Protecting candidate's privacy—Look out for your candidates by keeping their personal info safe and limiting access to it. Learn more about Data retention.

• 📜 Adhering to regulations—Automated data removal helps you comply with privacy laws and your own company's policies. Learn more about Privacy settings.

• ⏳ Saving time—Trust that your data is automatically and reliably removed on schedule.

To set up data removal, enable the privacy settings in Settings > Hiring setup > Privacy. Here, locate the Data retention section, configure your data retention preferences, and choose what to do with the data: Pseudonymize automatically or Delete automatically.

3. Review permissions

As an Owner or Admin in Recruit, it's a great practice to periodically review user permissions:

• It helps you control user access levels to maintain secure and compliant data handling.

• It guarantees visibility and independent work with necessary data while preventing unauthorized actions.

So, take a moment to review those permissions on the 👉 Settings > Access > Permissions page. Learn more about Company roles and Position roles.

4. Refine reports with Step templates

Have you set Step templates as Required ✅ yet?

If the answer is no, head to Settings > Hiring setup > Step templates and do so 😉. Learn more about Step templates.

👉 Step templates standardize your recruiting stages, ensuring consistency and streamlined reporting. That's why we recommend opting for step templates over allowing for custom steps and:

• Reviewing all step templates in the system

• Editing/removing steps to align the workflow across the company

• Making sure they are all in the correct recruiting stage

5. Review your sources

Having a clear and accurate list of sources is important for performance analysis and budget allocation. Learn more about attracting talent & managing sources.

That’s why Recruit recommends managing your sources on the source management page as a part of data cleanup 🧹 by:

• Defining the correct source types and contacts

• Periodically reviewing sources

• Merging/editing sources to eliminate duplicates

6. Automate processes

Recruit can help you automate processes so everything gets done faster than you can say "hired” 🤝

By default, automation steps are assigned to the recommended roles. However, we encourage you to periodically review and configure automation options such as cool-down period, auto-scheduling, and auto-templates, on the Settings > Automation page. Learn more about configuring process automation.

7. Standardize emails 📨

Creating custom email templates is Recruit’s tool for replacing repetitive manual emails (and it’s really straightforward 😉).

From the Templates page, edit the templates’ content as necessary customizing attributes, signatures, languages, images, and time of delivery. Learn more about customizing email templates and automation.

💡 Did you know? If you see a lightning icon ⚡, you can get help from Recruit’s AI Assistant 😉. Learn more about Recruit AI Assistant.