Recruitment

Recruitment - the basics

About Recruitment

Written by Oliver Cook
Updated over a week ago

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

Add a recruitment administrators

How to give a user admin access to the Recruitment module.

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

Filter and search for applicants

How to easily find applicants in Recruitment.

Written by Daniels Korens
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

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

Copy an applicant

How to copy an applicant to another position in Recruitment.

Written by Daniels Korens
Updated over a week ago