Recruitment

Set up Recruitment / Tracking applicants / ATS module

Daniels Korens avatar Oliver Cook avatar
32 articles in this collection
Written by Daniels Korens and Oliver Cook
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.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

General settings in recruitment

Create recruitment administrators, disqualification reasons, and custom sources.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up recruitment groups

Create recruitment groups and assign permission levels for the application process.
Oliver Cook avatar
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.
Oliver Cook avatar
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
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Set up email templates

Create email templates to help automate your recruitment process.
Oliver Cook avatar
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?
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago

Set up requisition

Set up being able to request a new employee to be hired.
Oliver Cook avatar
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.
Oliver Cook avatar
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.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Create a pipeline

How to create or amend a pipeline.
Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Pipeline categories

How to manage and amend your pipeline categories
Oliver Cook avatar
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.
Oliver Cook avatar
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.
Daniels Korens avatar
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
Daniels Korens avatar
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
Oliver Cook avatar
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.
Daniels Korens avatar
Written by Daniels Korens
Updated over a week ago