Summary Steps to use the Recruitment Module
How to use the Recruitment Module:
Before using the module, please ensure the following:
- Your company’s recruitment processes, for the respective jobs, are understood.
- The user roles and job roles involved in the recruitment processes are identified.
Step 1 | Set up Recruitment Parameters | |
Recruitment>>Recruitment Setup |
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Recruitment Methods |
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Hire Reasons |
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Reject Reasons |
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Recruitment Staff |
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Recruitment Ratings |
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Job Templates |
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Step 2 | Set Up Onboarding Parameters | |
Recruitment>>Onboarding>>Onboarding Staff |
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Onboarding Staff |
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Onboarding Tasks |
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Assign Assets (Optional) |
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Job Training (Optional) |
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Company Documents |
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Generate Checklist |
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Step 3 | Set Up Recruitment Workflow (Optional) | |
System Configurations>>Workflow |
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Workflow Processes |
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Workflow Definition |
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Workflow Roles |
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Workflow Stages |
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Step 4 | Initiating the Recruitment Process | |
Recruitment>>Staff Requests (click New Staff Request) Self Service>>Manager>>Recruitment>>Staff Requests (click New Staff Request) |
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New Staff Request |
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Designate Requests |
How to Initiate and Assign Tasks for the Approved Staff Request |
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Approve Staff Request |
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Recruitment>>Staff Requests>>Approved Requests>>[Select Requisition]>>[+]>>Start Here |
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Assign Tasks to Employees |
How to Initiate and Assign Tasks for the Approved Staff Request
How to see Recruitment Tasks that are Assigned to me as an Employee
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Recruitment>>Recruitment Process |
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View Recruitment Process |
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Step 5 | Set Up Applicants: Select Applicants | |
Recruitment>>Applicants |
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External Applicants |
How can I View/Enter External Job Applicant Details?
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Internal Applicants |
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Recruitment>>Staff Requests>>Approved Requests>>[Select Staff Request]>>[+]>>Start Here>>[double-click on a Task]>>Select Applicants |
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Link Applicants to Tasks |
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Link Documents to Tasks |
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Recruitment>>Letter Template |
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Set up Letter Templates |
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Step 6 | Setup Interview Process |
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Recruitment>>Recruitment>>Interviews |
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Interview Criteria |
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Interview Stages |
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Panelist Interview Form |
How to Set Up the Panelist Interview Form for each Stage of the Interview Process?
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Panel Members |
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Interview Schedules |
How to Set Up the Interview Schedule?
How to Update the Employee Interview Status
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Step 7 | Conducting Interviews | |
Home>>Recruitment>>Calendar Home>>Recruitment>>Interviews Recruitment>>Recruitment>>Interviews |
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Conduct Interview |
Conduct Interview and Rate Applicant
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View Interview Process |
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Step 8 | Process Applicants and Hire a Candidate | |
Recruitment>>Recruitment>>Interviews>>Applicant Appraisal Report |
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Approve Applicant |
How to Approve an Applicant who was successful in an Interview Stage?
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Select Candidates | ||
Recruitment>>Staff Requests>>Approved Requests [expand job request]>>Selected Candidates Recruitment>>Staff Requests>>Approved Requests [expand job request]>> Applicant Progress |
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Selected Candidates |
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View Candidates Progress |
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Personnel>>Positions>>Vacant Positions>>New Position |
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Create Vacant Positions |
AND/OR
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Fill Position |
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Onboard New Employee(s) Position |
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Filled Positions |
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Step 9 | Finalizing Staff Request | |
Recruitment>>Staff Requests>>Approved Requests>>click [Job Requisition No link]>>Tasks (button) Recruitment>>Staff Requests>>Approved Requests>>click [Job Requisition No link]>>Actual Cost (button) |
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View Tasks |
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View Costs |
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Recruitment>>Staff Requests>>Approved Requests [expand job request]>>Close Requisition |
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Close Requisition |
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Recruitment>>Staff Requests>> |
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Reopen This Requisition |
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Unapproved Request |
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Completed Requests |
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Archived Requests |
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Delete Staff Requests |
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