Set up Recruitment

Use this collection of guides to help you set up Recruitment, including your recruitment permissions, recruitment groups, and pipelines.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

To get the most from Recruitment, we recommend you set up the following functions before using the module.

Before you start

General Settings

Create recruitment administrators, disqualification reasons, and custom sources.

Recruitment Groups

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.

Practical Tasks

Set up practical task templates that can be selected as part of the recruitment process.

Email Templates

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.

Data retention

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 >

📎NOTE: 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.

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