Manage your organisations open recruitment roles | HR Web Platform

Overview

A recruitment module helps companies organise candidates for hiring and recruitment purposes. These systems allow businesses to collect information, organise prospects based on experience and skill set, and filter applicants. There are many benefits of using such a module, and you can expect to see metrics like time, cost, and candidate quality improve.

The Recruitment Management feature allows you to post job openings and manage the applicants that applied to a job posting. The feature also allows you to add collaborators to a specific hiring stage; choose a hiring manager who can manage the entire hiring process, and comment on an applicant's progress, meaning you can keep your hiring notes in one place.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Managers         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

The below will walk you through how to add a new role, manually enter a candidates information, how to set up your hiring manages and where you can enter any required comments.

Add a new role
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   Add New Role button.
    Role_1.jpg
  4. Complete the following fields:
    • Role title.
    • Team.
    • Industry.
    • Country.
    • City.
    • Role type:
      • Permanent.
      • Contract.
      • Casual/Temporary.
    • Employee Working Hours:
      • Full-time.
      • Part-time.
    • Experience:
      • Entry level.
      • Internship.
      • Associate.
      • Mid-level senior.
      • Director.
      • Executive.
    • Available positions.

      Helpful Hint

      You can use this field to specify how many positions you are hiring for when you create a role. We will not display this info on any job boards besides your own Careers page.

    • Pay rate.
    • Hide Salary
    • Job description.
    • Recruitment email.
    • Workplace type:
      • Remote:
        • Open to domestic and international employees.
        • Open to domestic employees only.
      • Hybrid.
      • On-site.
  5. Click the Save and Continue button.
    Add_Role_1.jpg
  6. Click the   Add a Question button if you want to add screening questions, if you do not wish to add any, simply click the Skip button.

    Important

    If you wish to create screening questions, you must be on our premium or platinum subscription plans. If you want to set a preferred answer option for your questions, you will need to be on our Platinum plan.

    You can also set parameters for these questions and select if candidates who answer outside these parameters are auto-disqualified or not. If you do not have auto-disqualification activated, you can add preferred answers, and those who answer less favourably will be seen by the recruiter as a lower priority.

  7. To write the question, put the text in the question field and select the question type. You can add one of seven kinds of questions:
    • Short answer
    • Long answer
    • Date
    • Number
    • Yes/No
    • Dropdown
    • Multiple Choice
  8. Click the Save button.
    Add_Role_2.jpg
  9. Select the required hiring process.
  10. Click on the hiring stage that needs an evaluation added.
  11. Click the   Add a New Section  button.
     

    Helpful Hint

    Click the   Import from Template button to use a pre-existing template you made.

    Evaluation_1.jpg
  12. Choose whether to turn on the Overall Rating option.
  13. Complete the following fields:
    • Section name.
    • Questions.
  14. Click the Save button.
    Evaluation_2.jpg
  15. Click the Save button.
    Evaluation_3.jpg
  16. Select the required Job Board and click the Continue button.
    Add_Role_3.jpg
  17. Complete any requested job board posting details.
  18. Click the Publish button.
  19. Click the Got It button.
  20. Add any required hiring managers and click the Save and Continue button.
    Add_Role_4.jpg
  21. Add any required collaborators and click the Save and Continue button.
    Add_Role_5.jpg
Add a new candidate
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a candidate manually added.
    Role_6.jpg
  4. Click the   New Candidate button.
    Role_7.jpg
  5. Complete the following fields:
    • Email.
    • First name.
    • Last name.
    • Phone number.
    • Attachments.
    • Source:
      • Manual entry.
      • Referral:
        • Referrer first name.
        • Referrer last name.
        • Referrer work email.
  6. Click the Create button.
    Pool_5.jpg
Add a comment
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a comment added.
    Role_6.jpg
  4. Write the required comment and click the   button.

    Helpful Hint

    Typing @ into the text field, followed by an employee's name, will tag that employee in the message. Messages do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

    Role_9.jpg
Add a hiring manager
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Hiring Managers tab.
  6. Enter the name of the hiring manager into the Hiring Manager field.
  7. Click the Save button.
    Role_11.jpg
Add a collaborator
  1. Click the   Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Collaborators tab.
  6. Enter the name of the collaborator into the Collaborator fields.
  7. Click the Save button.
    Role_12.jpg
Add evaluation questions
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Hiring Process tab.
  6. Click on the hiring stage that needs an evaluation added.
  7. Choose whether to turn on the Overall Rating option.
  8. Complete the following fields:
    • Section name.
    • Questions.
  9. Click the Save button.
    Evaluation_4.jpg
Add an evaluation scorecard
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs an evaluation added.
    Role_6.jpg
  4. Click the   button.
    Evaluation_7.jpg
  5. Complete the required fields and click the Submit button.
    Evaluation_8.jpg

Maintain

The below premises will walk you through how to manage an open new role, update a candidates information, how to manage hiring managers, and what stages you can take to onboard a new candidate into your Employment Hero platform.

Filter the roles shown
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. You can refine the displayed roles by either:
    • Using the following filters to change the displayed roles:
      • Status.
      • Teams.
      • Country.
    •  Using the Seach field to find a specific role. 
    Role_33.jpg
View the job board integration status
  1. Click the Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Job Boards tab.

    Helpful Hint

    You will now see the job boards you have posted the job on, the status of the posting, and how many candidates have applied for the opening. You can also hover over the   to see if any error messages have triggered.

    Role_13.jpg
Move a candidate to the next stage

Helpful Hint

You can also search for a candidate via the Candidate page. To read further details on this feature, refer to the following article.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a candidate moved to the next stage.
    Role_6.jpg
  4. Click the Move To   button.
  5. Click on the stage where you need to move your candidate.
    Role_14.jpg
  6. Click the Continue button.
    Role_15.jpg
Onboard a candidate

Important

You can only onboard a candidate once you have moved them to the hired stage.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a candidate onboarded.
    Role_6.jpg
  4. Click the Onboard button.

    Helpful Hint

    Once you click the Onboard button, the platform will re-direct you to the Employee Onboarding feature. To read further information on this feature, refer to the following article.

    Role_16.jpg
Disqualify a candidate

Helpful Hint

You can also search for a candidate via the Candidate page. To read further details on this feature, refer to the following article.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a candidate disqualified.
    Role_6.jpg
  4. Click the Move To   button.
  5. Click on the Disqualify Stage button. 
    Disqualify_1.jpg
  6. Complete the following fields:
    • Select a disqualification reason:
      • Duplicate.
      • Location.
      • Work rights.
      • Salary expectations.
      • Lacking skills/qualifications.
      • Cultural fit.
      • Preferred another candidate.
      • Spam.
      • Offer rejected.
      • Unavailable.
      • Uninterested.
      • Screening answers.
      • Unknown.
    • Send an email to the candidate?
    • Add this candidate to your organisations talent pool?
  7. Click the Confirm button.
    Disqualify_2.jpg
Close a role
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Close this Role button.
    Role_17.jpg
  5. Click the Confirm button.
    Role_18.jpg
Reopen a role
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Reopen Role button.
    Role_31.jpg
  5. Click the Confirm button.
    Role_32.jpg
Update the hiring process

Important

You can only update the hiring process if all your candidates are on the new stage.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Hiring Process tab.
  6. Select the required hiring process from the Select Hiring Process drop-down.
  7. Click the Save button.
    Role_19.jpg
Copy a role

Helpful Hint

This feature will copy both the job details and the hiring process.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Copy Role button.
    Role_29.jpg
  5. Click the Copy button.
    Role_30.jpg
Edit a comment
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a comment edited.
    Role_6.jpg
  4. Click the   button.
  5. Click the   Edit button.
    Role_20.jpg
  6. Make the required changes and click the Save button.

    Helpful Hint

    Typing @ into the text field, followed by an employee's name, will tag that employee in the message. Messages do not have a limit on the number of employee tags, so there is no limit to how many employees it can include.

    Role_21.jpg
Edit job details

Warning

The system will not automatically repost any details you make to your job ad within the HR Platform to your chosen job board. So, after making any updates within the HR platform to a job ad, you must manually repost these updates out to your chosen job board provider. To see the details on whether reposting your job ad will incur a fee from your job board provider, refer to the following article.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Role Details tab.
  6. Make the required changes and click the Update button.
    Role_22.jpg
Edit candidate information
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs candidate information edited.
    Role_6.jpg
  4. Click the   button.
    Role_23.jpg
  5. Make the required changes and click the Save button.
    Role_24.jpg
Edit screening questions

Important

If you wish to create screening questions, you must be on our premium or platinum subscription plans. If you want to set a preferred answer option for your questions, you will need to be on our Platinum plan.

You can also set parameters for these questions and select if candidates who answer outside these parameters are auto-disqualified or not. If you do not have auto-disqualification activated, you can add preferred answers, and those who answer less favourably will be seen by the recruiter as a lower priority.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button. Screenshot of roles page of recruitment section. the open roles are shown and more options is selected on the first open role. this triggers go to candidates, role overview, edit role details selected, close this role, copy role, delete this role
  5. Click on the Screening Questions tab.
  6. Edit the text of any question in the question field.
    Screening_1.jpg
  7. Click the Save button. Roles_4.jpg
Edit disqualification reason
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs candidate disqualification reason edited.
    Role_6.jpg
  4. Click the   button.
    Role_23.jpg
  5. Make the required changes and click the Save button.
    Edit_Disqualification_1.jpg
Edit an evaluation scorecard
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs an evaluation added.
    Role_6.jpg
  4. Click the   button.
    Evaluation_7.jpg
  5. Click the   button.
    Evaluation_9.jpg
  6.  Click the Submit button.   
    Evaluation_10.jpg
Edit evaluation questions
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Hiring Process tab.
  6. Click on the hiring stage that needs an evulation editied.
  7. Make the required changes and click the Save button.

    Helpful Hint

    Click the   Import from Template button to use a pre-existing template you made.

    Evaluation_4.jpg
Block a candidate individually
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a candidate blocked.
    Block_1.jpg
  4. Click the   button.
  5. Click the Block button.
    Block_2.jpg
  6. Click the Confirm button.
    Block_3.jpg
Block multiple candidates at once
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs candidates blocked.
    Block_1.jpg
  4. Select the users that need blocking.
  5. Click the Bulk Actions button.
  6. Click the Block button.
    Block_6.jpg
  7. Click the Confirm button.
    Block_7.jpg
Unblock a candidate individually
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a candidate blocked.
    Block_1.jpg
  4. Click the   button.
  5. Click the Unblock button.
    Block_4.jpg
  6. Click the Confirm button.
    Block_5.jpg
Unblock multiple candidates at once
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs candidates unblocked.
    Block_1.jpg
  4. Select the users that need unblocking.
  5. Click the Bulk Actions button.
  6. Click the Unblock button.
    Block_8.jpg
  7. Click the Confirm button.
    Block_9.jpg
Delete screening questions 

Important

If you wish to delete screening questions, you must be on our premium or platinum subscription plans.

  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button. screenshot of roles page of recruitment section. the open roles are shown and more options is selected on the first open role. this triggers go to candidates, role overview, edit role details selected, close this role, copy role, delete this role
  5. Click on the Screening Questions tab 
  6. Click the   button.
  7. Click the Save button.screenshot of screening questions tab. the screen shows the questions already created and what type of question they are. there is the option to add a question, reset and save the page
Delete a comment
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs a comment deleted.
    Role_6.jpg
  4. Click the   button.
  5. Click the   Delete button. 
    Role_25.jpg
  6. Click the Delete button.
    Role_26.jpg
Delete a hiring manager
  1. Click the   Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Hiring Managers tab.
  6. Click the   button.
  7. Click the Save button.
    Role_11.jpg
Delete a collaborator
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Collaborators tab.
  6. Click the   button.
  7. Click the Save button.
    Role_12.jpg
Delete evaluation questions
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the   button.
  4. Click the Edit Role Details button.
    Role_10.jpg
  5. Click the Hiring Process tab.
  6. Click on the hiring stage that needs an evaluation deleted.
  7. Click the Delete button.
    Evaluation_5.jpg
  8. Click the Delete button.
    Evaluation_6.jpg
Delete an evaluation scorecard
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the role that needs an evaluation added.
    Role_6.jpg
  4. Click the   button.
    Evaluation_7.jpg
  5. Click the   button.
    Evaluation_11.jpg
  6. Click the Delete button.
    Evaluation_12.jpg
Delete a job
  1. Click the  Recruitment menu.
  2. Click the Roles tab.
  3. Click the Delete this Role button.
    Role_27.jpg
  4. Click the Delete button.
    Role_28.jpg

Further information

Information imported from a job application
Information. Notes.
Name.  
Email.  
Phone number.  
Attachment. If the attachment is being pulled from a job board application, then there is no limit. However, for a manually added candidate, there is a limit of 3 files.
How do I get the most out of this feature?
  • Filters are pre-set to show active roles in all teams and countries. Simply click a filter to change your results.
  • Once you use a role or country within a role, it will appear within the relevant filter.
  • You can search for a role using the Search field.
  • You can sort roles by role title or creation date using the   on-the table header.
  • You can see all the candidates within a role by clicking the Role title.
  • To view more options, select the   button next to the roll of your choice.
  • The Role Overview page shows the latest status changes made to a role, such as the creator, close date and who reopened the role and when.
  • The Edit Role feature allows you to update the job details, change the hiring process, add hiring managers and/or collaborators, edit and/or repost a role or post a role to a job board.
  • The Close Role feature allows you to end a role and updates the Role Overview page.
  • The Copy Role feature allows you to copy the job details and hiring process of a current role.
  • The Delete Role removes a role completely from the Recruitment Module.
What happens when I block a candidate?
  • They can apply for other roles, but the platform will not show these applications.
  • We will automatically move these candidates to disqualified.
  • We will disable the ability to edit their email address, and to move them to a different stage.
  • We will stop users from receiving notifications from blocked candidates.
What tags will we show against a candidate?
Blocked. Shows that you have blocked this user.
Duplicate.

Shows someone that applied for the same role more than once from the same source and shares the same email address. We will only show this tag from the 30th of November 2022.

Onboarded. Shows that you have onboarded this user onto your HR platform.
Previous application.

Shows someone that applied for more than one role in the same organisations from the same or different sources and shares the same email address. We will only show this tag from the 30th of November 2022.

Referral. Shows that the candidate was referred by another user.
What data do we copy over when you onboard an employee?

We will copy over the following information:

  • Personal email auto-fills from candidate profile.
  • Team auto-fills from the team listed in the role details.
  • Candidate documents sync to the new employee's uploaded documents; for example, their resume and cover letter.

Author recommended

So you have now used the recruitment module to manage your open roles and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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