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Recruitment
Recruitment
Set up Recruitment / Tracking applicants / ATS module
32 articles in this collection
Written by
Daniels Korens
and
Oliver Cook
Recruitment - the basics
About Recruitment
Written by
Oliver Cook
Updated over a week ago
Set up Recruitment
Set up Recruitment
Use this collection of guides to help you set up Recruitment, including your recruitment permissions, recruitment groups, and pipelines.
Written by
Oliver Cook
Updated over a week ago
Create a scorecard
How to create or amend a scorecard to be used in your recruitment pipelines.
Written by
Oliver Cook
Updated over a week ago
General settings in recruitment
Create recruitment administrators, disqualification reasons, and custom sources.
Written by
Oliver Cook
Updated over a week ago
Set up recruitment groups
Create recruitment groups and assign permission levels for the application process.
Written by
Oliver Cook
Updated over a week ago
Set up pipelines
Create the step by step process an applicant goes through during the application process.
Written by
Oliver Cook
Updated over a week ago
Set up scorecards
Create scorecards to evaluate how an applicant has done at a certain stage in the application process
Written by
Oliver Cook
Updated over a week ago
Set up practical tasks
Create practical task templates that can be selected when you add a position in Recruitment.
Written by
Oliver Cook
Updated over a week ago
Set up email templates
Create email templates to help automate your recruitment process.
Written by
Oliver Cook
Updated over a week ago
Set up data retention
How does data retention (GDPR) work for applicants in the Recruitment module?
Written by
Daniels Korens
Updated over a week ago
Set up requisition
Set up being able to request a new employee to be hired.
Written by
Oliver Cook
Updated over a week ago
Managing the Recruitment module
Add a recruitment administrators
How to give a user admin access to the Recruitment module.
Written by
Oliver Cook
Updated over a week ago
Add an external recruiter
How to add someone from outside your company and assign them as an external recruiter.
Written by
Oliver Cook
Updated over a week ago
Create a pipeline
How to create or amend a pipeline.
Written by
Oliver Cook
Updated over a week ago
Pipeline categories
How to manage and amend your pipeline categories
Written by
Oliver Cook
Updated over a week ago
Add a disqualification reason
Create or edit reasons for why an applicant is unsuccessful during a recruitment process.
Written by
Oliver Cook
Updated over a week ago
Disqualification emails
How to set up and use rejection emails in Sage HR. In addition, an explanation to what happens if an applicant replies to it.
Written by
Daniels Korens
Updated over a week ago
Permission levels in Recruitment
Recruitment "group" permissions for Group administrator, Hiring manager, Interviewer, and External recruiter
Written by
Daniels Korens
Updated over a week ago
Enable option to select or create scorecards when adding a position
How to turn on the option to be able to choose or create scorecards as you add a position in Recruitment
Written by
Oliver Cook
Updated over a week ago
Customise consent email templates
Tailor and edit email templates sent as part of data retention in the Recruitment module.
Written by
Daniels Korens
Updated over a week ago
Career pages
Set up career pages
Set up and customise your career pages that can list published job vacancies for potential applicants.
Written by
Oliver Cook
Updated over a week ago
Edit your legal text for career pages
How to enter and amend your Terms & Conditions and Privacy policy on your career pages.
Written by
Oliver Cook
Updated over a week ago
Customise career page for a position
How to set up a career page for a position you want to recruit.
Written by
Oliver Cook
Updated over a week ago
Unique source URL
Create unique links to position that you can share online and correctly track referral sources
Written by
Oliver Cook
Updated over a week ago
Using the Recruitment module
Add a position to be recruited
How to add a new position that needs recruiting.
Written by
Oliver Cook
Updated over a week ago
Duplicate a position to be recruited
Save time adding a position that you've added before.
Written by
Oliver Cook
Updated over a week ago
Add an applicant
How to add applicants who have applied for positions to be recruited.
Written by
Oliver Cook
Updated over a week ago
Filter and search for applicants
How to easily find applicants in Recruitment.
Written by
Daniels Korens
Updated over a week ago
Edit a position to be recruited
Make changes to a position you've already added for recruitment.
Written by
Oliver Cook
Updated over a week ago
Request a new employee
How to request a new employee to be hired.
Written by
Oliver Cook
Updated over a week ago
Same applicant for different positions
How to handle duplicate profiles in Recruitment
Written by
Daniels Korens
Updated over a week ago
Copy an applicant
How to copy an applicant to another position in Recruitment.
Written by
Daniels Korens
Updated over a week ago