- 1. HR Capacity Planning: Setting Up Job Titles
- 2. Creating Job Postings
- 3. External Candidate Applications
- 4. Managing Applicants
- 5. Conducting Interviews and Taking Notes
- 6. Making Job Offers
- 7. Offer Management: Acceptance or Rejection
- 8. Onboarding the Candidate
- 9. Setting Standard Documents for Applications
- 10. Tracking Recruitment and Offers
The recruitment and onboarding process in HRSimplified is designed to simplify and streamline how organizations handle hiring, from capacity planning to the onboarding of new employees. This guide will provide an overview of the full recruitment workflow, highlighting key modules and features that ensure a seamless experience.
1. HR Capacity Planning: Setting Up Job Titles #
Before starting the recruitment process, you must define and manage job titles in the HR Capacity Planner. This is where all job descriptions, requirements, and headcounts are stored, and these details will automatically flow into the recruitment module when creating new vacancies.
- Navigate to the HR Planning menu, select Capacity Planner, and either choose an existing job title or create a new one by entering the required information.
- These job titles will be used to populate the job postings in the Recruitment Module.
2. Creating Job Postings #
Once the job titles are set, the next step is creating vacancies or job postings in the Recruitment Module:
- Navigate to the Job Postings menu, where all active and inactive jobs are listed.
- You can create a new job posting by selecting a job title from the Capacity Planner, ensuring the job details are automatically populated.
- Customize the job posting by adding relevant fields and ensuring SEO optimization for visibility (e.g., keywords and descriptions).
- Share the job posting via external links on platforms like LinkedIn, Facebook, or direct email, allowing candidates to apply easily.
3. External Candidate Applications #
HRSimplified provides an easy-to-use external page for candidates to apply for jobs:
- Candidates can apply by clicking on the external link generated in the Job Posting URL tab.
- They will be asked to submit their email address and fill out an application form, including their CV, skills, and education details.
- Once the form is submitted, candidates receive access to the Candidate Portal, where they can track their application.
4. Managing Applicants #
Once candidates apply, they appear under the View Applicants section of the job posting, where HR can manage the next steps:
- View applications: HR can see all applicants for a position and view their details.
- Process candidates: From here, you can reject candidates, request additional documents, ask questions, or invite them to an interview.
- Keep track of candidates’ status as they progress through the pipeline.
5. Conducting Interviews and Taking Notes #
After inviting candidates to interviews, HRSimplified enables HR and hiring managers to document their impressions:
- Record interview notes: HR and interviewers can take notes during or after the interview, assigning scores based on the candidate’s performance.
- Create a note for each interview, documenting feedback, and use this data to help make informed hiring decisions.
6. Making Job Offers #
Once a candidate has been selected:
- Generate a job offer through the system by selecting the appropriate signatories (up to two people), who will sign the offer letter.
- The offer is then sent to the Candidate Portal, where the candidate can review and sign the offer online.
7. Offer Management: Acceptance or Rejection #
- If the candidate accepts the offer, the status changes to Offer Accepted.
- If the offer is rejected, HR can either reject the candidate or renegotiate the offer.
8. Onboarding the Candidate #
Once the offer is accepted:
- Convert the candidate into an employee by selecting Create Employee from the offer record. This automatically uses the data gathered during the recruitment process to create the new employee profile in HRSimplified.
9. Setting Standard Documents for Applications #
To streamline recruitment, HR can configure standard required documents that all candidates must submit when applying for jobs. These can be managed under Company Settings.
10. Tracking Recruitment and Offers #
The Recruitment Module also allows HR to track the status of all open and closed offers:
- Under the Offers Menu, HR can see whether offers are pending, accepted, or rejected, providing a clear overview of all job offers.
- This helps ensure recruitment processes are transparent and well-managed.
Conclusion: #
This overview of the recruitment and onboarding process in HRSimplified highlights the core steps, from job creation and posting to applicant management and final onboarding. By using HRSimplified’s powerful modules, you can ensure a streamlined hiring experience, reducing manual tasks and improving efficiency.