Recruitment is the process of finding and hiring the best and most qualified candidates for a job opening and encouraging them to apply for jobs in an organization.
It is one whole process that begins with the identification of the needs of the company with respect to the job and ends with the introduction of the employee to the organization. Thus, the first step for this starts with creating a vacancy, and this article describes how to create a vacancy.
Step 1 - To create a vacancy, you need to go through Recruitment -> Vacancies -> Add Vacancy.
Step 2 - Click the 'Add Vacancy' button in the vacancy screen. By clicking this button, the following screen will appear.
Complete the following fields on this screen:
|
Field |
Description |
|
Import from template
|
You can import vacancies using an already created template and select which details to import. The available options include:
Note: If you enable Import Smart Screening Information, the system will automatically enable Import Job Posting Information as it is a required dependency. |
|
Vacancy |
The title of the new job vacancy |
|
Job title |
Select from a dropdown list of Job Titles populated via the Admin section |
|
Location |
Choose the Location relevant to the job vacancy from the drop-down. |
|
Subunit |
Select the subunit that you want to publish the Job Vacancy in |
|
Hiring Manager |
The name of the Hiring Manager is relevant to the job vacancy. One vacancy can have multiple hiring managers. |
|
Number of Positions |
The number of applicants who will be chosen for the job |
|
Request consent to keep Candidate Data for Later Processing |
Upon enabling this option, a checkbox is shown on the job page when applying for a vacancy where candidates can provide consent to keep their data in the system for future purposes. |
|
Resume Required |
Upon enabling this option, it shows that a resume is required |
Step 3 - Once you have completed filling in all the above details related to the vacancy, click Save and Continue. Then, you will be redirected to the Workflow screen.
Step 4 - To add a new editor, you can click this button. Following the click Workflow editor for the new stage will appear.
Step 5 - Refer to the following table as a reference to fill the above fields. Upon completing, click on the "Next" button.
| Field | Description |
| Workflow Type | Select an available Workflow Type |
| Interview Name |
Add an Interview name |
|
Once you set an Interview Name, only then will the following fields be enabled |
|
| Interview Type |
Choose an Interview Type from the following options |
| Interviewers | Type a name for the HR Manager or the individuals responsible for interviewing the candidate |
| Interview Outcome |
Select an Interview Outcome |
Step 6 - Then the "Application Form" screen will appear.
Click on the header to edit the Header section. Following the click, the Text editor will appear, allowing you to add a description and any desired images. Then, fill in the Candidate Personal Details section.
Note - You can now extract Candidate Consent Details, enabling better compliance tracking and documentation of candidate permissions during the recruitment process.
Step 7 - If you wish to include additional questions in the application form, click the "Add a Section" button and customize the answer format.
You can also mark a question as mandatory by enabling the "Required Question" toggle. Use the side panel located on the right side of the screen to add, edit, or delete sections in the application form.
Step 8 - To add a footer, click on "Add Footer". This will open the text editor, allowing you to add text, images, and customize the footer as needed.
Step 9 - Create the best match rules to select the most suitable candidate for the vacancy. If the HR admin wants to automatically shortlist candidates based on certain criteria, they can use the "Add Rule" to expedite the hiring process by directly adding those candidates to the shortlist.
Step 10 - Once clicked, the following screen will appear. Enter a "Rule name". Choose the question for which you want to set the criteria from the dropdown.
Enable "Include Archived Candidates" to specify whether archived applications should be included in the selection or filtering process
Step 11 - Set the "Selection Criteria" from the dropdown.
Step 12 - Then, select the action to be taken: Shortlist, Reject, Archive, or Delete the application, based on the applicant’s response, and click the "Next" button to proceed.
Step 13 - Finally, the "Job Posting" section will appear. Add a "Job Posting Title" and a description to "Job Post" using the editor. If you wish to publish, you can either publish the vacancy directly or save it as a template to use later.
Step 14 - You can directly publish the vacancy to the website or through the RSS feed for broader visibility.
Once published, it will appear as below.
Step 15 - When a candidate clicks the Apply button, the application form you created will open for them to fill out and submit their details. This form includes all the sections and questions you have set up, allowing candidates to provide their personal information, answer required questions, and upload any necessary documents.
Step 16 - Once the candidates have applied for the vacancies, the user can view the candidates who have applied for each vacancy by clicking the "View Candidate" button in each vacancy.
In this option, it is possible to view how many candidates have applied, been hired, been rejected, etc.
The stages will be based on the interview flow that has been configured in the system.
How to Filter the Vacancies
Step 17 - To filter previously created vacancies, click on the Filter button located at the top-right corner of the screen. This will allow you to narrow down the vacancy list based on specific criteria.
Step 18 - Use the table below as a reference to fill the above fields
|
Field |
Description |
|
Job Vacancy |
Search by the job vacancy name |
|
Hiring Manager |
Search by the hiring manager for the job vacancy |
|
Job Title |
Search by the title of the job. |
|
Sub Unit |
Search by the subunit of the job vacancy |
|
Location |
Search by the location of the job vacancy |
|
Status |
Search by the status of the job vacancy |
|
From |
Search by the duration of the posted vacancy |
|
To |
Search by the duration of the posted vacancy |
|
Include Closed Vacancies |
Search by including the closed vacancies |