Set Up the Recruitment Functionality

Find everything that the Recruitment functionality encompasses. Learn how to use it and get the most out of it.

• Installing the Recruitment App 
• Jobs Section
• Candidates Section
• Adding Candidates to Job Offers
• Managing Candidates
• Talent Pool

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How to Install the Recruitment App? 

• Head to Apps 
• Select Recruitment 
• Press in Install App 

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How can I use the Jobs Section? 

• Jobs Dashboard
• How to create and publish a new Job offer

Jobs Dashboard

What can I see on the Dashboard?

• Number of new candidates, candidates in process, and hired candidates
• Workplace type (onsite, remote, hybrid) 
• Mark job postings as favorite to see them on the top of the dashboard. There you will also see the hiring managers for each position.

Four Steps to publish a new Job Offer

1. Creating a New Job Offer

• Press on +New Job Opening - 📍Located in the upper right corner 
• Start by adding basic information to create your job offer

 

• Add Basic Information 
• Specify the Location 
• Add Details 
• Complete the job details with a Description 

2. Adapting the Application Form 

• Decide which Personal information is mandatory, optional, or not relevant for you. 

• Create Custom application questions

3. Individualizing the Hiring Process 

• Add as many Hiring Process Phases you need 

• Select your Hiring Managers
• To remove a Phase or Manager simply click on the (...) 

4. Publishing the Job Offer 

• Simply press in the Publish Job Opening button - 📍 Located in the upper right corner 
  

How Can I Archive a Published Job Offer? 

1. Select the Published Job 
2. In Job Details, press the button Archive Job Offer - 📍 Located in the upper right corner 

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How Can I Use the Candidates Section? 

• By pressing the (...) you will be able to add a candidate to a new job opening or to add a candidate to the talent pool.
• By clicking on the arrow, you will be introduced to :
  • Personal information about the candidate
  • Applications of the candidate

 

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Adding Candidates to Job Offers

How can I add candidates manually?

• Head to the Jobs section
• Open a job offer
• Press on +Add Candidate - 📍Located in the upper right corner

How can I import Candidates in Bulk?

• Go to the Candidates section
• Click on the (...) option - 📍 located in the top right corner
• Press on Import Candidates

• Download the Excel template and fill it out with your candidate's data according to the instructions

• Once you have finished adding your candidates, upload the file back to Factorial with the same format (.XLSX).

• Press in Import Candidates

 

How can I add an internal employee as a candidate to a Job Offer? 

• Head to the Jobs section
• Open the job offer you want to add your internal employee to
• Click on (...) > Add an internal employee
• Choose the hiring phase and the employee
• Click on Add employee

How can I add candidates to another Job Offer?

• Go to the candidates section
• Click on (...) > Add to another job opening

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Manage Candidates

Where do I find my candidate's information?

There are two ways to access your candidates' information in the hiring process:

• Open the Jobs section > choose a job > choose a hiring phase and a candidate OR
• Open the Candidates section > choose a candidate > open the tab Applications > choose a job offer >choose a hiring phase and a candidate 

Which information can I find about the candidate?

• Overview: Here you will find the basic information and documentation of your candidates. 
• Feedback: Here you will be able to Submit a comment and/or a score about the candidate. You can also check all feedback left by other hiring managers. 🔺The candidate won't visualize this feedback. 
• Messages: Learn more about this tool with the ATS Message Board Article

Perform other actions with your candidates 

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Talent Pool 

How can I Add a Candidate to the Talent Pool? 

• Head to the Candidates section
• You may select the Candidate in question OR you may Group your candidates for more specific results
• Click on the (...) > Add to talent pool

To remove the Candidate from the Talent Pool, follow the same steps mentioned previously ☝

How can I add an internal employee to the talent pool?

• Head to the Candidates section
• Click on (...) > Add an internal candidate

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