If you need to recruit for a vacant job role in your company, first you need to add the position.

📌TIP: If the position is the same or similar to one that was added in the past, you can duplicate the position instead of adding it manually again.

📎NOTE: To follow these steps you must have admin access to the Recruitment module.

  1. On the main menu click Recruitment.

  2. On the Positions tab, click Add position.

A window appears where you can fill out details in the following tabs:

📌TIP: If you click Add position before completing any of these sections, you can come back to these later with the edit position option.


Job information

This is where you enter general information about the role you will be hiring for.

  1. Enter a title for the position.

  2. Select the employment type e.g. Full-time, Intern etc.

  3. If required, enter a relevant team and/or location position will be in.

  4. If required, select an internal date that the position needs to be filled by.

  5. Select how many applicants you want to hire.

    You can only complete the hiring process for this position when this number of applicants reaches the last stage of thee recruitment pipeline.

  6. If required, select a priority indicator for this position.

  7. Three blocks are available to write more information.

    By default these are titled Description, Requirements and Benefits. You can edit these, reorder them, delete them and even add more blocks.

  8. When you've finished either scroll back up and click on the Application form tab, or click Add position.


Application form

This is the form that you can have applicants complete to apply for the position you're adding.

  1. There are some fields listed by default. Some of them you can select whether you want them to be required, optional, or not be on the form.


  2. If required, click Add custom field for other fields you want to be provided in this position's application form.


    Name the field, choose whether it is required or not, select what type of field it is e.g. Text or a dropdown, and if required select whether you want it to be visible to interviewed and external recruiters.

  3. Select whether you want a file upload field to be a required field. For example, if you require them to upload their CV as an attachment.


    You can click Add file uploads if there is more than one you want to be uploaded.

When you've finished either scroll back up and click on a different tab, or click Add position.


Pipeline

Select a pipeline for this position. This can be either the Standard recruitment pipeline, or a pipeline you previously created.

When you've finished either scroll back up and click on a different tab, or click Add position.


Scorecard

📎NOTE: This option is only available if enabled in your Recruitment settings.

If you want a scorecard for this position, you can either create one as you add the position or select an existing scorecard template you previously created, which you can make changes to if you wish.

When you've finished either scroll back up and click on a different tab, or click Add position.


Practical task

If an applicant needs to complete a practical task for this position, you can write out the email sent to provide more information about this task. You can either write one from scratch, or you can select an existing practical task template you created previously.

When you've finished either scroll back up and click on a different tab, or click Add position.


Hiring team

  1. Select a recruitment group.

  2. Select who you want to be hiring managers and/or interviewers from this group.

  3. When you've finished either scroll back up and click on a different tab, or click Add position.

When you've finished either scroll back up and click on a different tab, or click Add position.


Outgoing emails

You can choose to have three different types of emails sent out when someone is applying for this position.

  • Thank you email - The email sent to the applicant(s) when they apply for a position on the public application page

  • Friends referral email - The email that's sent to those who refer their friends using the "Refer a friend" button on public application page.

  • Friend referral email to the person who was referred - The email sent to the person who was referred, telling them that their friend has submitted them to a specific position

To activate any of the emails, click on the slider. You can write the email from scratch or use an existing template that you created previously, which you can make changes to if required.


Visibility

Visibility refers to whether the position you're recruiting for can be seen internal or externally (whether by external recruiters and/or applicants.

  • Draft - The position isn't visible publicly, even by external recruiters.

  • Internal - The position isn't visible publicly, but external recruiters can access this position.

  • Published - The position is available in a career page with its own unique application page.

📎NOTE: If you select Published you can add an expiration date. The visibility is changed from Published to Internal on midnight after the selected date. If required you can choose to show this expiration date on the career page.

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