To get the most from Recruitment, we recommend you set up the following functions before using the module.
Before you start
Make sure you've set up the Core HR module - Read more >
Make sure you've set up the Leave Management module - Read more >
Make sure you've added or started a trial for the Recruitment module - Read more >
Create recruitment administrators, disqualification reasons, and custom sources.
Create recruitment groups and assign permission levels for the application process.
Create the step by step process an applicant goes through during the application process.
Set up how you to rate how well an applicant does during different stages set out in your pipeline.
Set up practical task templates that can be selected as part of the recruitment process.
Create email templates to help automate your recruitment process.
Set up how you want employees to request new available positions that need to be filled by a new hire.
Automate how you get consent from applicants to store their personal data for GDPR purposes.
What to do next?
Now you've set up Recruitment, you're all sorted to start tracking your applicants for new roles in your company.
Before you do that, if you have other additional Sage HR modules, we recommend you set these up next.
Provide access to employees
Once you've set up all your active Sage HR modules, if you haven't already sent your employees welcome emails, you can send them now so they can start using Sage HR - Read more >
📌TIP: If you already sent employees welcome emails, but you disabled their access until you were finished setting up, you should enable their access now. If required, you can easily resend them a welcome email.
📌TIP: If you want to get up to speed with using Recruitment, visit our free e-learns in Sage University.