Sage HR

Recruitment - the basics

Oliver Cook

Daniels Korens

Set up Recruitment / Tracking applicants / ATS module

Recruitment

Use this collection of guides to help you set up Recruitment, including your recruitment permissions, recruitment groups, and pipelines.

Set up Recruitment

How to create or amend a scorecard to be used in your recruitment pipelines.

Create a scorecard

Create recruitment administrators, disqualification reasons, and custom sources.

General settings in recruitment

Create recruitment groups and assign permission levels for the application process.

Set up recruitment groups

Create the step by step process an applicant goes through during the application process.

Set up pipelines

Create scorecards to evaluate how an applicant has done at a certain stage in the application process

Set up scorecards

Create practical task templates that can be selected when you add a position in Recruitment.

Set up practical tasks

Create email templates to help automate your recruitment process.

Set up email templates

How does data retention (GDPR) work for applicants in the Recruitment module?

Set up data retention

Set up being able to request a new employee to be hired.

Set up requisition

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

Add a recruitment administrators

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

Add an external recruiter

Create a pipeline

How to manage and amend your pipeline categories

Pipeline categories

Create or edit reasons for why an applicant is unsuccessful during a recruitment process.

Add a disqualification reason

How to set up and use rejection emails in Sage HR. In addition, an explanation to what happens if an applicant replies to it.

Disqualification emails

Recruitment "group" permissions for Group administrator, Hiring manager, Interviewer, and External recruiter

Permission levels in Recruitment

How to turn on the option to be able to choose or create scorecards as you add a position in Recruitment

Enable option to select or create scorecards when adding a position

Tailor and edit email templates sent as part of data retention in the Recruitment module.

Customise consent email templates

Managing the Recruitment module

How to add a new position that needs recruiting.

Add a position to be recruited

Save time adding a position that you've added before.

Duplicate a position to be recruited

How to add applicants who have applied for positions to be recruited.

Add an applicant

How to easily find applicants in Recruitment.

Filter and search for applicants

Make changes to a position you've already added for recruitment.

Edit a position to be recruited

How to request a new employee to be hired.

Request a new employee

How to handle duplicate profiles in Recruitment

Same applicant for different positions

How to copy an applicant to another position in Recruitment.

Copy an applicant

Using the Recruitment module

Set up and customise your career pages that can list published job vacancies for potential applicants.

Set up career pages

How to enter and amend your Terms & Conditions and Privacy policy on your career pages.

Edit your legal text for career pages

How to set up a career page for a position you want to recruit.

Customise career page for a position

Create unique links to position that you can share online and correctly track referral sources

Recruitment

Recruitment - the basics

Set up Recruitment

Managing the Recruitment module

Using the Recruitment module

Career pages