When you subscribe to the Recruitment module, a Recruitment option is available on the main menu. When you click this option, it takes you to your Recruitment page, where you can manage your open positions, applicants, and more.
You'll see the following options.
Positions
Positions
The Positions tab shows all positions and candidate pools and is where you manage a position.
Position status uses coloured indicators:
Red indicates a draft position that hasn't been published
Yellow indicates a position published internally only
Green indicates a fully published position
White indicates a cancelled position that retains recruitment data
Dark grey indicates a candidate pool rather than a position
For each position, you can view:
Group
Location
Created date
Internal date
Number of applicants
Hiring team
Select a column heading to sort the list. Select a position name to manage that position.
You can also:
This page is where you can:
Applicants
Applicants
The Applicants tab shows all applicants across positions and is where you can manage an applicant.
Available columns include:
Applicant
Position
Stage
Source
Source values include:
Sourced for applicants added manually in Sage HR
Careers Page for applicants who applied through a careers page
API for applicants who applied through an integrated external source
Each applicant must belong to a position.
Use Mass editing to send or revoke consent for multiple applicants.
Use Export to download the applicant list to Microsoft Excel.
Calendar
Calendar
The Calendar tab within Recruitment shows interviews and meetings scheduled with applicants.
Select an entry to view meeting details.
You can:
Download individual calendar events as ICS files
Sync recruitment events with an external calendar using an iCalendar (iCal) link
Inbox
Inbox
The Inbox provides a central location for applicant email communications.
You can:
View emails sent to applicants
Send emails to applicants
Track recruitment communications across the hiring team
Recruitment administrators can view all correspondence.
Recruitment group administrators and hiring managers can view correspondence for positions where they're included in the hiring team.
See Permission levels in Recruitment for more details on what different Recruitment roles can do.
Tasks
Tasks
The Tasks tab shows recruitment tasks linked to applicants.
Hover over the right side of a task to reveal the Complete option.
Task visibility matches Inbox visibility permissions.
Requisitions
Requisitions
The Requisitions tab shows employee requests, request owners, and request status.
You can edit requisition details from this area.
Reports
Reports
These are reports available that you can't find in the general reports area from the main menu.
Dashboard
Shows:
Total positions
Total applicants
Applicant numbers by pipeline phase
You can filter results by hiring group and hiring manager.
Applicants
Shows applicant data with filter options.
Productivity
Shows recruitment activity, including:
Applicants sourced
Comments added
Emails sent
Pipeline movements
Positions
Shows position data with available filters.
Hiring velocity
Shows the average time applicants spend in each recruitment phase.
Time to fill
Shows the average number of days required to fill a position.
Select the day count to view applicant-level details.
Friend referrals
Shows applicants added with Friend referral as the source.
Hired
Shows hired applicants, application dates, start dates, and sources.
Consents
Shows consent information, including:
Consent status
Consent requests
Declined consent reasons
Consent trend charts
