This article guides you through the steps to start using the new system effectively. It helps you familiarise yourself with the system’s features, ensures a smooth transition, and enables you to perform your tasks efficiently and confidently.
Make sure to complete all the steps below to get started and use the system efficiently.
Here's an elaboration on the purpose of each setup step:
- Step 1. Application/System Settings: Configure and personalise XeopleRecruit to adjust its behavior and appearance to suit your needs.
- Step 2. Multiple Organisations / Locations / Branch Office: Manage multiple organisations, locations, or branch offices within XeopleRecruit. Configure and oversee candidates, jobs, clients, contacts, employees and leads across different business entities or branches efficiently.
- Step 3. Configure Xeople SmartEmail: Automatically create and map candidates to a designated job by sending an email to a Xeople-generated address that combines the user’s email, candidate details, and the job reference ID.
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Step4. Candidate Skills Master: Consolidate and organise candidate skill data. Configure this to efficiently match candidate skills with job requirements, streamlining the hiring process.
- Step5. Jobs Status Master: Consolidate and organise information on the status of various job positions, providing a clear and comprehensive overview of their current state within an organisation.
- Step 6. Candidate Status Master: Centralise and manage information on the different statuses a candidate may have during the recruitment process. Track and organise candidates based on application progress, interview stages, or other relevant phases.
- Step 7. Client Status Master: Organises client information and facilitates tracking and management of client interactions, allowing businesses to monitor relationship progress and categorise clients based on engagement stages.
- Step 8. Setup a New Job Workflow Hiring Process: Structured process a job follows within an organisation, covering every stage from creation to closure.
- Step 9. Email Templates: By adding email templates, you can streamline your email communication process by quickly accessing and using specific templates tailored to your needs when composing emails.
- Step 10. SMS Templates: Add SMS templates to streamline your SMS communication process. By quickly accessing pre-written messages tailored to your needs, you can compose SMS more efficiently.
- Step 11. Marketplace Configuration - Purpose: Provides an integrated suite of tools to streamline and enhance the hiring process, including job posting, candidate management, and communication — offering a comprehensive solution for efficient recruitment workflows.
- Step 12. Marketplace Configuration - Microsoft Teams Meeting: Enable virtual collaboration and communication, allowing teams to connect, share screens, chat, and conduct video or audio conferences from anywhere.
- Step 13. Marketplace Configuration - Broadbean: Distribute jobs globally across multiple boards and platforms from one interface, simplifying recruitment.
- Step 14. Marketplace Configuration - SEEK: Online employment platform enabling employers to post jobs and candidates to search and apply, simplifying the hiring process.
- Step 15. Marketplace Configuration - Entire OnHire (EOH): Integration that connects XeopleRecruit with EOH, enabling users to search talent, push jobs to the member app, and share personnel directly between the two systems.
- Step 16. Email Integration – Microsoft 365: Outlook, the integrated email client, enables users to manage emails, calendars, and tasks, ensuring seamless communication within the Microsoft 365 ecosystem.
- Step 17. Marketplace Configuration - Daxtra: CV parsing tool that accurately extracts and organises key information from resumes.
