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When you first log in to the Hiring Application, you will see the dashboard. If you are not already on this tab, select Hiring from the menu on the top of the page.
The first time you visit this page, you will see a screen with the following empty fields. Here is where you will eventually see your job postings, applicants, confirmed interviews, etc.
Company Profile
The first thing you will need to do is to set up your company profile.
Select your name on the upper right, and select Company Profile from the dropdown menu that appears.
Under Company Profile Information, complete as much of the form as possible, especially the required fields marked with an asterisk (*).
Upload your company logo by selecting the Upload Logo button on the right. Choose the image from your hard drive and select Open. Note, if you make a mistake, you can delete the image, by selecting the red trashcan icon on the lower right:
This logo will be used for sharing on various social media platforms and can also be used in your communications to improve your brand.
If you wish to use social media, enter the links to your profiles. When you have completed this page, select Save.
Administrators
You have the option of setting up additional administrators so that other people at your company can help manage the hiring process.
Select Administrators/Team from the left navigation menu.
To add a new team member, select the Add Team Member button at the bottom of the page.
Enter the person’s information, including
- First Name
- Last Name
- Phone
Indicate whether this person will have access to download candidates’ application forms.
When you are ready, select the Add Member button.
Application Forms
Next you will want to create one or more application forms to be used for job postings. Go back to the Hiring page, by select Hiring from the top menu, and then select Administration - Application Forms from the left menu.
Turn on the Application Builder by selecting the On radio button.
Determine whether you are willing to receive applications from applicants who have not fully completed the application form.
You will be presented with a sample application form. You can work from this and edit it by selecting the edit icon on the right.
Alternately, you can create a new application form by selecting Manage Forms.
Select Add New Form.
Enter a name for your form and select continue.
Create a new form by dragging and dropping elements from the left onto the canvas. Using the right column, you can configure these fields.
You can save your form as a draft and preview it by using the buttons on the bottom of the page.
Offer Letters
You can set up some standard offer letter forms to use when you wish to extend a hiring invitation to an applicant.
From the main Hiring page, select Administration – Offer Letters.
You may edit the default offer letter by selecting the edit icon, or make a copy of it to edit, by selecting the copy icon.
If you wish to start from scratch, select Add New Template. On the screen that comes up, give your template a name, determine whether to include your company logo (you can upload it here or it will use the one you entered for your company profile), and begin constructing your template with the text you would like to use.
You may use preset fields which will automatically pull information from the job and application.
Indicate whether you need an approver for the letter prior to it being sent to new hires, set the permissions for who can edit the offer letter, and indicate who needs to sign the offer letters.
You can preview the letter, save it as a draft, or if you are ready, you may publish it so it may be of use during your hiring process.
Job Posts
To post a new job, you can either select the Post a Job button on the dashboard, or you can go to the Jobs page and select Post a Job on the upper right.
Job posting is a three-step process divided into separate pages.
On the first page, enter information about the position, including job title, description, address/remote information, job category, compensation, and more. When done, select Save & Continue to Step 2.
On the second page, you can optionally enter pre-screening questions, and allow applicants to submit their answers via video, audio, written answer, or multiple choice. Select Save & Continue to Step 3.
On the third and final page, review the post and if everything is satisfactory, select Publish this Job Post. You can syndicate your job post to Indeed, Facebook Jobs, and more.
Interviews
Once you have posted the job and have started receiving applicants, you will want to set up some interviews. To manage interviews, navigate to the Jobs page.
From the jobs listed, locate the one you for which you wish to set up an interview, and then in the Action column, select the view icon to open the Jobs page for that job.
You will see a list of applicants for the position.
From the Applicant Tracker column on the left, select the applicant for whom you wish to schedule an interview to display their details.
From the dropdown menu below the applicant’s name, select Schedule Interview. A panel for scheduling the interview opens.
Complete all of the details, including multiple times for the applicant to choose from, and select Send Interview Request. This will send an email to the applicant.
Once the candidate has responded to the request, and selected their preferred date and time, you will receive an email confirming the interview. You may, if you like, sync this to your external calendar application.
Manage Candidates and Interviews
Navigate to Candidates from the left navigation menu.
From the interviews listed, select the one you wish to view or manage.
From the icon bar, just below this person’s name, you can
- Add Notes: This becomes View Notes once a note is added to the interview.
- Message Candidate: Send an email or text message directly to the candidate.
- Schedule: This becomes Reschedule once the interview is scheduled.
- View Resume: If available, this displays the candidate’s resume as PDF.
- Cancel Interview: If available, this enables you to cancel a scheduled interview and select a reason.
- Share Candidate: Share the candidate's application with a colleague.
- Rate Candidate: Apply 1-5 star ratings to the candidate for Aptitude, Experience, Pre-screening response, and Overall Assessment.
- Copy/Move: Copy or move the candidate to another open position.
- Begin Interview: Begin the interview process during which you can rate the candidate, make notes, and then end the interview.
- Update Status: You may update the candidate’s status.
The statuses you may choose include:
- Offer: Opens the Send Offer Letter box where you can select an existing offer letter, complete the offer details, and then send it to the applicant.
- Hire: Opens the Onboarding Request box prompting you to verify whether to send an onboarding request to the applicant. If you select Yes, the Add Employee page opens prompting you to select an existing onboarding package (created in the Onboarding module) to send to the applicant.
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Decline: Reveals the Candidate Decline Reason details, where you can select or enter a reason to decline the applicant, and then select Decline Candidate.
- Read more about managing interviews.
- Watch a video