The Recruiter role manages the entire hiring process from start to finish. One of the most important tasks is building hiring teams for open positions and assigning teammates to fill different roles.
💡Tip: We prepared this Onboarding checklist for Recruiters to help you go over the most important settings and features, and practice at your own pace.
Position basics
Create a new position: Create a new position and prepare all the settings to publish it on your Careers website.
Position roles: There are seven possible position roles a teammate can have in Recruit, each with their own permissions to access certain actions and data.
Manage position settings: Customize the position settings to better promote, screen, and manage candidates. While position settings default to your company settings, they can be customized per position.
Change position status: When a position is created, its status is automatically set to Open, however, you can change it be on-hold or closed.
Manage position openings: Recruit’s Openings feature allows you to create as many openings as you would like for a certain position, enabling a company to have multiple hires for a single position.
Share positions: Recruit allows users to share open positions with anyone in their social network to help source and recruit candidates effortlessly.
Resolve duplications: Whenever new candidates are added to Recruit, the system automatically checks for duplicates by comparing names, contact information, and resume information.
Candidate basics
Edit a candidate: In a candidate’s profile, you are given the ability to select Edit, to modify the candidate.
Change candidate status: Learn which statuses can be used for candidates in hiring process at the different stages.
Tag candidates: Candidate tagging makes it easier to classify candidates so they can be quickly retrieved in the future while searching for relevant candidates in your database.
Search candidates: Recruit users with the Admin or Recruiter role have access to the Advanced Search function.
Take action with multiple candidates: Optimize your work performance by taking action with multiple candidates at once.
Workflow basics
Manage candidate workflow: A workflow is a sequence of steps that guide the hiring process. They coordinate timelines, and tasks for the entire hiring team and every candidate.
Define the scorecard: The position scorecard allows you to select the traits that you would like to evaluate candidates on.
Add interview questions: Recruit allows you to create interview questions to use when conducting interviews, so every interviewer can always access the questions you want them to ask.
Sourcing basics
Recruit Sourcing for Chrome: The Recruit Sourcing for Chrome extension is a great tool for recruiters searching for potential prospects on LinkedIn. The Chrome extension allows you to easily add prospects directly from LinkedIn to Recruit and notifies you if the applicant is already in the system.
Create a candidate source: Candidate sources allow Recruiters, Hiring Managers, and company executives to identify where their candidates are coming from and the quality of the sources.
Tracking candidate sources: Recruit tracks candidates' sources automatically. This data allows recruiters and sources to analyze the quality of their sources and prioritize the various talent acquisition channels.
Best practices for job board sourcing: With Recruit’s integrated job boards, you can instantly one-click post your new positions and start getting more candidates.
Communication basics
Email notifications: Recruit can send you email notifications with your new tasks and periodic updates about positions you are involved in.
Edit auto templates: Auto templates are customizable email templates for every step in the hiring process.
Create custom email templates: Custom templates make life easier whenever you have to send the same message multiple times. For example, sending homework assignments to candidates or asking for references.
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