Moving candidates down the recruitment pipeline is super easy. Here's a quick run-through of how you can do it.
1️⃣ SHORTLISTED TO SENT
There are two ways you can move the candidates to the Sent stage:
- Moving the candidate(s) to the Sent stage by sending your client LiveList (i.e move candidate AND send email to client)
- Moving the candidate to the Sent stage (i.e ONLY moves the candidate to Sent stage without actually sending an email to the client)
So basically, ask yourself this: Do I need to send a LiveList?
Moving candidate(s) from Shortlisted to Sent Using LiveList
Select the candidate using the checkbox. You'll see the Actions list appear automatically on the right.
Click on 'Send'. By taking this action, you are sending candidates to your client via the LiveList.
The great thing about LiveList is that you can select candidates in bulk over to your clients. All your best candidates in one place for your clients.
Check out our article on LiveList here to learn more.
Moving candidate from Shortlisted to Sent
Select the candidate and click Send - no email will be sent to the client.
Note: This action can only be done one candidate at a time. At the moment, you will not be able to move multiple candidates at once to Sent.
2️⃣ SENT TO 1ST INTERVIEW
At this point, you should decide if you want to:
- Simply move the candidate to 1st Interview stage OR
- Move the candidate and send interview schedule (via email)
Ask yourself this: Do I need to send the interview schedule?
A. With interview schedule - send an email to the client and candidate
B. With interview schedule - without sending an email to the client or the candidate:
C. Without an interview schedule
Once you’ve chosen the right candidate, just select the checkbox next to it and a pop-out will appear prompting you to take an action > Click 1st Interview
3️⃣ 1ST INTERVIEW TO 2ND+ INTERVIEW
If an interview schedule has been sent, you'll first need to mark the interview as complete before moving it to the next stage.
Select ‘Complete Interview’ and then select the 2nd+ interview to move to the 2nd interview stage.
Note: At this stage, you can also Reschedule or Cancel the interview:
If no interview schedule was sent, simply select the candidate by clicking the checkbox and a pop-out will appear prompting you to take an action > Click 2nd+ Interview.
4️⃣ 2ND+ INTERVIEW TO OFFER
We're getting closer to making that placement... ready to make an offer?
Select the candidate > Actions > Offered > Send Offer to Candidate
NOTE: If an offer approval is required you will see the following action:
Select 'Request Approval from <USER>' and you'll be notified once the approval has been approved.
Or, if you need to speed things up, use vChat to give your approver a ping and get the offer approved quickly. 😉
5️⃣ OFFERED TO PLACED
Yess...we're only one click away from $$$.
If you've moved the candidates through the stages, I'm sure you're familiar with what to do by now...
Select candidate > Move to next stage > Placed > Actions > Move to Placed Stage
PRO TIP: You can now see all the ID numbers related to the placement, meaning it is clearer than ever to know exactly what is going on inside your placements
You can now see:
- Application ID
- Placement ID
- Candidate ID
- Job ID
This is ideal for being able to easily know which applications, placements, candidates, and jobs are linked together.
PLACEMENT DONE. 👍
Fun fact: Did you know that you're using the only recruitment CRM on the market that shows you 'What's next'. Vincere gets rid of all clutter & noise by showing you the next relevant action you can take so you're always one step closer to making that placement.