Configure a Recruiting Process

When creating a Recruiting Process, define and arrange the steps in the process, and assign an automatic form letter to certain steps.

Recruiting Administrators have the ability to create new Recruiting Processes. You can have as many different processes as needed for different departments, locations, or jobs in your organization.

Each new Recruiting Process starts with three basic steps: Apply, Hire, and Decline. These steps are required. You can rename them, but they cannot be deleted.

After you have saved your new Recruiting Process, you can assign it to an Opportunity on the Opportunity's Recruiting Process page.

Note:

Once a Recruiting Process has been assigned to a published Opportunity, you can no longer rename the process or its steps, or change the step order. However, you can still change a step's Phase, email action, and prerequisite settings.

Navigation: Settings > Recruiting Processes > Recruiting Processes

If you want applicants to see their application status based on their position in a Recruiting Process, set Display To Applicant to On.

Note:

This setting applies globally to all Recruiting Processes.
Select the Recruiting Process you want to edit, or select Create New to start a new Recruiting Process.
In Name, enter a name for this Recruiting Process.
Edit the steps of the process as needed:
1. To add a step to the process, select Add Another Step.
2. In the Recruiting Step column, enter the name of the step.
3. In the Display to Applicant column, enter the application status text that you want to display to applicants when they are at this step of the process.
4. In the Phase column, select the Phase that describes this step's position in the overall process.
5. To move a step up or down in the list, select the menu in the Actions column, then select Move Up or Move Down.
6. If you want a step to trigger an automatic email, select Add Actions from the Actions menu for that step. Then select the template you want to use, and select Done.
7. To require a background check as a prerequisite for a step, select Add Pre-requisites from the Actions menu for that step. Then select which employee types you want to require a background check for, and select Done.
When you have finished editing the steps, select Save.