| Role | Permission |
|---|---|
| Admin | ◯ |
| Hiring manager | △ (Only those with permission for the job) |
| Coordinator | △(Only those with permission for the job) |
| Limited access | ◯ |
Overview
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What is the Hiring Process?
- 1-1. What is the Hiring Process?
- 1-2. What is a Step?
- 1-3. What is an Action?
- Managing the Hiring Process
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Ending the Hiring Process
- 3-1. Ending the Hiring Process
- 3-2. Sending an Email When Ending the Process
- Adding a Job to the Hiring Process
- Transferring the Hiring Process to Another Job
- Deleting a Job from the Hiring Process
- Changing the Application Source
1. What is the Hiring Process?
1-1. What is the Hiring Process?
The hiring process refers to the steps taken to assess a candidate for a specific job.
How to Access the Hiring Process Management Screen:
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- Click [Candidates]
- Select the candidate
- Click on the job title displayed under [Jobs]
1-2. What is a Step?
A "Step" refers to a method of evaluation (e.g., document screening, assessment, assignment) or interaction (e.g., interview, meeting, event) in the hiring process.
1-3. What is an Action?
An "Action" involves the tasks needed to execute each step, such as communicating with candidates or scheduling appointments.
2. Managing the Hiring Process
The hiring process management screen is organized into the following tabs:
Interview plan, Scorecard, Comments, and Emails.
3. Ending the Hiring Process
To end a candidate’s hiring process for a specific job, follow these steps:
3-1. Ending the Hiring Process
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- From the candidate’s page, click the trash button to the left of Change step
- Select the reason category from the Reason dropdown
- From the Subcategory dropdown, select an option
- (Optional) Enter additional information in [Comments]
- (Optional) Select [Send email to candidate] to draft an email to send to the candidate.
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-
- This option will be unavailable if the candidate does not have an email address registered to their profile
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3-2. Sending an Email When Ending the Process
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- Toggle [Send email to candidate] to ON
- From the Template dropdown, select the email template to send
- Fill in the From and To email addresses
- Enter the [Subject] of the email
- Write the email message in the [Description] field
- Click [End Process]
4. Adding a Job to the Hiring Process
Under [Jobs] on the candidate’s page, click [+Add job] to link a new job to the candidate.
Example:
A candidate initially being considered for a Sales position is also found suitable for an HR position. You can add the HR job to their hiring process to run hiring processes for both roles in parallel.
5. Transferring the Hiring Process to Another Job
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- Click [‥] next to the job title you want to change
- Select [Transfer to another job] > Click [Next]
- From [Job Title], select the new job
- From [Job step], choose which step to begin the new process at
Example:
If a candidate originally applied for Sales but is found more suitable for HR, you can transfer them to the HR position, beginning the process from the second interview.
6. Deleting a Job from the Hiring Process
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- Click [‥] next to the job title you wish to delete
- Select [Delete] > Click [Next]
7. Changing the Application Source
Note: Only members with “Organization Admin” or “Hiring Manager” permissions can perform this action.
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- Click the current application source on the right, under “Change step”
- Update the source as needed