This article explains how to define, manage, and optimise recruitment workflows in Vincere from candidate sourcing through to placement. By following the Establish, Evolve, and Excel phases, you can build efficient, consistent processes that your team can follow and improve over time with support from your Customer Success Manager.
Improve Recruitment Workflow Efficiencies
Establish: Define and Standardise Your Recruitment Workflow
Map your full recruitment process from candidate sourcing to placement and agree the key stages your teams should follow in Vincere.
Define clear, standardised workflows for different roles or business units so that every user follows the same steps.
Decide which pipeline stages you will use to reflect each step in the recruitment process, from initial contact through to placement.
Make sure your team understands how to move candidates down the pipeline so each record always reflects its true stage.
Agree how you will move companies and contacts down the pipeline so business development and account management activities are tracked consistently.
Document your agreed workflow and share it with users so they know which actions to take at each stage in Vincere.
Evolve: Automate and Streamline Your Processes
Work with your Customer Success Manager to review your current workflows and identify where automation can reduce manual work.
Set up automations and trigger-based alerts (with your Customer Success Manager’s guidance) so teams are notified of key events and can focus on high-value activities.
Use pipeline management tools in Vincere to keep attention on active roles and candidates, reducing time spent on low-priority records.
Review how you post and unpost jobs in Vincere so your live vacancies match your current recruitment priorities.
Explore the Vincere Marketplace to identify integrations and add-ons that support and enhance your recruitment workflows.
Excel: Optimise With Data and AI-Driven Insights
With ongoing support from your Customer Success Manager, regularly review performance data to understand how efficiently candidates are moving through the pipeline.
Use insights from reports and analytics to refine your workflows, removing bottlenecks and improving conversion at each stage.
Incorporate AI-driven insights available in Vincere into your day-to-day processes to help prioritise candidates, roles, and activities.
Adjust your workflows over time based on performance trends so your processes continue to scale effectively as your business grows.
Repeat this review cycle regularly with your Customer Success Manager to ensure your workflows remain aligned to your goals and changing market conditions.