Recruitment & Applicants

Post jobs, track applicants through stages, and hire into HCM.

How recruitment works

Post job openings and track applicants through each stage from application to hire. When you hire a candidate you can turn them into an employee record, carrying their details straight into HCM without re-keying.

Posting a job

  1. Go to HCM β†’ Recruitment, choose the Job Postings tab and click New Job.
  2. Enter the title, department and location.
  3. Add the description and requirements.
  4. Save and set it Open.

Tracking applicants

The Applicants tab lists everyone against their job. Each applicant moves through: applied β†’ screening β†’ interview β†’ offer β†’ hired, or rejected at any point.

Update the stage as things happen. The stage is what tells the rest of the team where a candidate stands.

Hiring

When a candidate reaches Hired, convert them to an employee. Their name, contact details and the role they applied for carry across into a new employee record, ready for you to complete with start date, salary and department.

After the hire

Finish the new starter in HCM β†’ Employees: set their department, branch, manager and pay details. Their department is what determines who approves their leave and expenses, so do not leave it blank.

Tip: Reject rather than delete unsuccessful applicants. You may need to show a defensible record of how a role was filled, and deleting removes it.

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