Customise recruiter preferences and permissions to align with your hiring process. Set up access levels, application forms, meeting categories, and recruiter checklists to ensure smooth recruitment operations.
Make sure to complete all the steps below to begin your hiring journey.
Here's an elaboration on the purpose of each setup step:
- Step 1. Meetings Software (Integrations): Enable virtual collaboration through tools that support real-time communication via video, audio, screen sharing, chat, and file sharing.
- Step 2. Client Tags: Categorise and organise clients based on key criteria to streamline client management and improve data accessibility.
- Step 3. Candidate Tags: Label and group candidates by specific attributes to simplify tracking, searching, and overall candidate management.
- Step 4. Job Tags: Job Tags are labels or keywords assigned to a job posting to categorise and organise them based on specific criteria or characteristics. These tags help streamline the job management process by allowing you to easily search, filter, and sort through job postings.
- Step 5. Master Data – Access Permissions: Configure file-level access permissions based on each user’s role access level. Permissions such as View, Edit, Delete, and Download/Share appear in the file access pop-up according to the settings defined here.
- Step 6. Candidate Folders: Create and manage candidate folders directly from the Candidate Landing page to map candidates to specific folders. This keeps profiles organised, improves visibility, and simplifies candidate tracking across roles or projects.
- Step 7. Job Template: Use predefined job templates to create consistent and standardised job postings quickly. Templates ensure accuracy, save time, and maintain uniformity across all job listings.
- Step 8. Notes Category: Defines a structured way to organise notes based on their content or purpose. Categorising notes helps you easily classify, find, and manage information, improving productivity and workflow efficiency.
- Step 9. Meeting Category: Defines a structured way to organise meetings based on their purpose or content. Categorising meetings helps you easily manage, track, and retrieve meeting details, improving productivity and overall meeting management.
- Step 10. Jobs Landing: Access and manage all created job openings in one place. View key job details such as title, type, location, and other relevant information.
- Step 11. Candidates Landing: View and manage all candidates sourced from various channels, including forms, application forms, Xeople SmartEmail, and Entire OnHire Push or Extract. This centralised list displays key details like name, email, phone number, status, and source—helping you efficiently track and manage candidates throughout the recruitment process.
- Step 12. Clients Landing: Access and manage all created clients in one centralised location. View essential client information such as name, parent name, industry, state, and city for better visibility and organisation.
- Step 13. Configure Job Application Form: Create and customise job application forms to collect consistent candidate information, such as personal, educational, and professional details. These forms help streamline candidate comparison, filtering, and record management.
- Step 14. Configure Job Automation Masters: Configure automation for job actions by setting up tabs within each stage type of the Job Action window, ensuring smoother workflow transitions and efficient process management.
- Step 15. Recruiter Checklist: Use the Recruiter Checklist to track and complete key hiring tasks in a structured and consistent manner. It ensures accuracy, efficiency, and uniformity throughout the recruitment process.
- Step 16. Notification Alerts: Stay updated with real-time alerts for key activities, updates, and actions within XeopleRecruit. These notifications help you stay organised, respond quickly, and maintain smooth workflow management across your recruitment tasks.
