To streamline your recruitment process, you can create your own pipeline, form, and email templates.
Steps to Follow:
How to Create a Pipeline Template?
Go to the Recruitments module, in the Templates tab, and click on Add a Pipeline
Name your pipeline and optionally add a note.
Next, add one or more columns depending on the number of recruitment steps you want by clicking on the Add a Column button.
Then, name the columns, choose a color code for each column, and click Add.
Once you are satisfied, click on Save.
The pipeline you created will appear in the list of pipeline templates.
How to Create a Form Template?
Go to the Recruitments module, in the Templates tab, and click on Add Form Templates.
Name your form and optionally add a note.
Customize the form according to your needs by adding various elements to the drop zone. To do this, click or drag the desired elements into the drop zone on the right.
Once you are satisfied with your template, click on Save.
You will then be able to preview the final version of your form. Once satisfied, click Save again.
Notes:
When you select this form during the creation of a position, it will be used by candidates to apply.
In the preview section, there is a Filtering Question option that allows you to mark form elements as filtering questions. To enable this, simply toggle the filtering question button. When candidates apply via your career site, their answers to filtering questions will appear in the pipelines.
All the information filled out by candidates in this form through your career site will appear in View Profile/Application. You can edit this information directly within the profile.
How to Create an Email Template?
Go to the Recruitments module, in the Templates tab, and click on Add Email Templates.
Name your email and optionally add a note.
Customize the email according to your needs, and once satisfied, click Save.
Notes:
On the right, you will see tokens containing the first name, last name, and job title. You can copy and include them in the email. When the email is sent, these tokens will automatically be replaced with their respective content. For example: The token {applicant_firstname} will be replaced with the candidate's first name. The token {applicant_lastname} will be replaced with their last name. The token {job_title} will be replaced with the job title.
The notification sent does not contain a reply email. If you want the candidate to contact you, insert your signature and contact information in the template above.
An example of an email with the final output is attached.
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