An organisation represents an independent business entity, company, or branch actively participating in recruitment processes. The XeopleRecruit CRM enables you to adeptly manage diverse groups, such as candidates, jobs, clients, contacts and employees, across multiple organisations or branch offices.
By adding multiple organisations, you can gain numerous benefits, including:
- The ability to manage and administer a range of groups (candidates, jobs, clients, contacts and employees) centrally across multiple branch organisations promotes streamlined and centralised control over the entire recruitment process.
- Each organisation can have its own customised recruitment workflows tailored to its specific needs and processes.
- Implementing role-based access controls for each organisation enhances security and ensures that users have appropriate permissions based on their roles within the specific entity.
- The XeopleRecruit CRM can easily accommodate the growth and diversification of an organisation by allowing the addition of new locations or branches.
- While allowing customisation for each organisation, the XeopleRecruit CRM ensures consistent branding across job listings and communications.
Add Organisation(s)
To add Organisation(s), proceed by following the steps outlined below:
- Click on the Profile picture and select Administrator from the drop-down menu.
- Click on Organisation Details from the left navigation panel.
- Click on (+) to add organisation details.
Administrator – Organisation Details – Add
- Fill in all the required fields and click on Save.
Add Organisation Details – Save
View – Added Multiple Organisations
The header drop-down will display all added organisations, enabling seamless organisation switching. Furthermore, these changes will reflect on the Organisations Detail listing page. To edit details, click the three-dot button.
View – Multiple Organisation Details
Edit Organisation Details
- Click on the three-dot button.
- Click Edit.
Edit – Organisation Details