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Recruitment CRM Features

Setup

 

Contract Workflow

  • Create a Lead and Convert When Confirmed As Opportunity
  • Create Requirement (option to use Template)
    • Contract – With Duration
    • Rolling Contract – With No End Date
  • Apply Standard and Additional Rates
  • Apply Adjustments to Margin (Value or Percentage)
  • Auto Suggested Candidates based on Job Description
  • Search For Candidates based on Skills, Location and CV Content
  • Review Search Results
  • Bulk Longlisting Candidates
  • Longlist Previously Shortlisted Candidates
  • Work through Candidates on Requirement
  • Email/SMS Candidates
 Requirement Workflow

  • Shortlist
  • Send CVs
  • Arrange, Edit/Cancel Interviews
  • Record Interview Feedback
  • Reject Candidates
  • Use Calendar / Tasks / Maintain Overview
  • Make Offers (Accept/Reject)
  • Create Placement
  • Timesheets
  • Charges/Expenses
  • Purchase Orders
  • Invoices / Payments

 

Permanent Workflow

  • Create a Lead and Convert When Confirmed As Opportunity
  • Create Requirement
    • Permanent – Salary, No End Date
    • Fixed Term Contract – Salary, With Duration
  • Apply Minimum/Maximum Salary
  • Auto Suggested Candidates based on Job Description
  • Search For Candidates based on Skills, Location and CV Content
  • Review Search Results
  • Bulk Longlisting Candidates
  • Longlist Previously Shortlisted Candidates
  • Work through Candidates on Requirement
  • Email/SMS Candidates
 Requirement Workflow

  • Shortlist
  • Send CVs
  • Arrange, Edit/Cancel Interviews
  • Record Interview Feedback
  • Reject Candidates
  • Use Calendar / Tasks / Maintain Overview
  • Make Offers (Accept/Reject)
  • Create Placement
  • Purchase Orders
  • Invoices
  • Invoice Schedule (Optional)

 

Retainers (Executive Search) Workflow

  • Create Requirement
    • Permanent – Salary, No End Date
    • Fixed Term Contract – Salary, With Duration
    • Contract – With Duration
    • Rolling Contract – With No End Date
  • Enter Retainers
    • Manual Retainer (Optional)
    • Set Longlist Target (Optional)
    • Set Shortlist Target (Optional)
    • Set CV Send Target (Optional)
    • Set Interview Target (including Stage) (Optional)
    • Set Offer Target (Optional)
    • Set Placement (Optional)
  • Automated or Manual Assign Completion to Retainer when Targets are met
 Requirement Workflow

  • Shortlist
  • Send CVs
  • Arrange, Edit/Cancel Interviews
  • Record Interview Feedback
  • Reject Candidates
  • Use Calendar / Tasks / Maintain Overview
  • Make Offers (Accept/Reject)
  • Create Placement

 

Speculative CV Workflow

  • Register Candidate’s CV
  • Format Candidate’s CV (Automated)
  • Search for Contacts Seeking Matching Skills
  • Send Speculative CVs to Individual Contacts
  • Send Speculative CVs to Multiple Contacts
  • Create Tasks against Contacts to follow up on Spec CV
  • Create Requirements from Candidate/Contact based on Positive Responses

 

Back Office

  • Generate Invoices & Payments
  • Create Invoice & Payment Documents (Templates)
  • Email Invoices & Payments
  • Mark Invoices as Paid
  • Post Invoices & Payments to Accounting Solution
  • Missing Timesheets Management
  • Bulk Update Timesheets/Charges Status
  • Bulk Import Timesheets/Charges (CSV)
  • Create Manual Invoice
  • Create Manual Credit Note

 

Reports

  • Dashboards (Panels and Dials)
    • User Overview
    • Team Overview
    • Candidate Summary
    • Company Summary
    • Contact Summary
    • Requirement Summary
    • Placement Summary
  • Exports (CSV)
  • Automated Email Reports
 Reports (Chart & Tables)

  • Consultant Activity
  • Return On Investment
  • Targets vs Activity
  • SMS Activity
  • Runners Report
  • Trend Report
  • Forecast Report
  • Company League Table
  • Consultant GP
  • Timesheet Summary
  • Xero Export
  • Placement Activity
  • Interview Activity
  • Invoice Daybook
  • Payment Daybook
  • Charges
  • Checklist Activity

 

Search

  • Search
    • Candidate
    • Company
    • Contact
    • Requirement
    • Placement
  • Save Search Criteria
  • Text Criteria Search (Boolean)
  • Use Document Indexes
  • Search Over all Field Data including Custom Fields
  • Search Overs:
    • CVs/Documents
    • Notes
    • History
  • Skill Criteria Search
  • Radius Search
  • Save Search Results
  • Automated Ranking Score on Search Results
  • Summary View of Record and Documents
  • Longlist/Shortlist to Requirements
  • Convert Company Searches to Contact Searches
  • Bulk Update Ownership from Search Results
  • Bulk Update Skills from Search Results

 

Document Management

  • Create Document (Document Templates)
  • View Documents (Document Preview)
  • Add Documents
    • via Record
    • via CV Parser
    • via Outlook Add-in
    • via Documents Received (Outlook Attachments)
  • Secure Document Storage (BLOB Storage)
  • Edit Documents
  • Send Documents
  • Send Links to Documents
  • Categorise Documents / Document Types
  • Create ‘Secure’ Documents for Privileged Users
  • Create Document Indexes for Specific Document Searching

 

Calendar and Tasks

  • Calendar (Outlook Calendar) – Full Synchronisation
  • Viewing other User Calendars
  • Create a Calendar Entry / Task from a History
  • Create a Calendar Entry / Task from a Record
  • Meeting Requests
  • Teams Meeting Requests
  • Daily Planner (Daily Task/Calendar Management)
  • Tasks (ToDo Items)
  • View Completed Tasks
  • View Other Users Tasks
  • Complete Tasks (and Create Others)
  • Create Tasks from Search Results

 

Lists & Alerts

  • Create Lists
  • Add Records to Lists
  • Remove Records from Lists
  • Share Lists
  • Make Notes against List Items
  • Bulk Email from Lists
  • Search on Lists
  • Admin Privileges to view Other Users List
  • Alerts – Alert Levels