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Add an external recruiter

How to add someone from outside your company and assign them as an external recruiter.

Oliver Cook avatar
Written by Oliver Cook
Updated over 2 weeks ago

It's possible to assign someone as an external recruiter as part of your hiring team in a recruitment group.

📎NOTE: An external recruiter:

  • Can only see the specific jobs they're helping to recruit for

  • Can only see the applicants they've uploaded

  • Can see an applicant's timeline and perform some basic actions

  • Can't evaluate candidates (scorecards) or see scorecard evaluations from the internal team

You can only assign someone as an external recruiter if they exist in Sage HR with their profile. To add someone outside the business, you need to add them as an employee first, then assign them as an external recruiter.

  1. Click Quick actions at the top, then click New employee.
    ​
    Alternatively, on the main menu, click Company, then click Add.

  2. Enter the user's:
    ​

    • First name

    • Last name

    • Email address

      ⚠️CAUTION: This email will be what they use to log in. Make sure this email address is the correct email address for the external recruiter, and ensure it has no spelling mistakes. Avoid using capitalisations.​

    • Start date - You won't be running reports for this user; so the date won't matter
      ​
      ​

  3. To have the welcome email sent straight away, select the Send welcome email check box.

  4. Click Create account.
    ​
    If you see options such as time off policies, position, or teams, you don't need to select any of these for this type of user. If you're given a message to select a time off approver, select Administrator.
    ​

    📎NOTE: If you integrate with Sage 50 Payroll and see an option to send the employee record to Sage 50 Payroll, select the Skip for now checkbox. You can then click Save.
    ​

    'Send employee record to Payroll' message when adding an employee in Sage HR integrated with Sage 50 Payroll.

    ​

  5. On the main menu, click Company, then click the newly created profile.

  6. Enter any additional details you think are relevant to them.
    ​
    For example, their phone number or business address.​​

    📎NOTE: ​If you integrate with Sage 50 Payroll, select This employee doesn't need to be in Sage 50cloud Payroll. This makes the 'Missing payroll information' error disappear.
    ​

    'We can't find [name] in Sage 50cloud Payroll' message, with option underneath: 'This employee doesn't need to be in Sage 50cloud Payroll'.

  7. Save any changes.

  8. Click your name on the top right, then click Settings.

  9. On the settings menu, click Recruitment, then click Groups.

  10. On the relevant recruitment group, click the pencil icon within the External recruiters column.​

  11. Now select the external recruiter profile you created earlier.

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