Shortlisting & Selection applications in :Recruit Essentials
Once you start receiving applications, :Recruit Essentials enables you to easily shortlist applicants on an individual or bulk level. In this article, we’ll guide you through the shortlisting & selection process to help you save time identifying the best talent for your organisation. How to do individual shortlisting & selection There will be many occasions when you need to shortlist your applicants individually (rather than in bulk) to make careful recruitment decisions. Here are some tips to help you get started: 1. Head to the ‘Applications’ tab Here, you’ll find all the applications for your vacancy. Click on a candidates name to view the details of their application. 2. Navigate to the top menu bar. Here, you can move a candidate to another job, clone, or trash an application. 3. View and edit a candidate’s ratings In this section, you can rate the candidate based on their interview, and reference checks. The ratings from screening questions are also consolidated into one number. 4. View and edit a candidate’s status In this section, you can change the candidate’s status using the drop down menu. 5. Rate responses to screening questions Scroll down to view an applicant’s responses to screening questions. You can rate the responses using a scale of 1-5 (with 5 being a 100% answer). 6. Add Suitability Comment Think of this as a whiteboard marker, not a permanent marker. The notes you take here can be edited or deleted later on, as your understanding of a candidate’s suitability changes over time. 7. View Activities All actions that you take on an application will “live” here. You can also use the buttons to take additional actions including: Add Note: This is a permanent note that is left on the application. Send Email: Send an email to the applicant. E-mail External: Allows you to email the application to an email address of your choice (e.g. a colleague). 8. Some other useful tips You can toggle the order of the sections on your application pages to best suit your process Attachments can be manually attached if you need them. Tasks can be assigned to yourself or another user, to progress an applicant and your recruitment goals. How to shortlist in bulk Start in the ‘Applications’ tab. Here, you’ll find all the applications for your vacancy. In the menu bar, you’ll find an array of functions to help you shortlist candidates in bulk. Email Candidates: This function allows you to bulk email candidates using your email templates, or a custom message. Consistent communication with your applicants is key to a great candidate experience, which positively impacts your employer brand. Email Candidates By Status: This gives you the ability to target all applicants with a particular status in a given job. If you want to ensure that candidates who’ve already received a particular email template don’t receive a duplicate, you can select “Only New”. Change Status in Bulk: This allows you to bulk update applicants, for example, from “New” to “Unsuccessful”. Bulk External Email: You can forward applications via email to anyone, even someone who is not setup as a user in :Recruit Essentials. When you use this function, the recipient is sent an email with a list of hyperlinked names, which takes them to a web browser displaying an external copy of the application form for that person. All of the applicant details appear on that form. You can choose whether to include candidate attachments in the Bulk External Email. Bulk Move Applications: You can move selected applications to be housed in another job. CVSs: This gives you access to low-level reporting. This function extracts applications information in the form of an Excel spreadsheet.
Panel Feature | :Recruit Essentials
The Panel feature allows you to restrict the ability to view your jobs to users who have a :Essentials Panel Feature User user type. This is an elective feature, which you can ask your Account Executive or Client Success Specialist to enable for your software. It is not enabled by default. The benefit to utilising Panel feature is that it enhances privacy and data security of your recruitment process. How to use the Panel Feature If you enable Panel feature for your subscription, you can find it in the Advanced settings tab of a particular job. You can access this either when creating a new job, or by selecting “Edit” for an existing job. When the Scout Talent team is implementing :Recruit Essentials for your organisation, you’ll be able to turn the Panel feature on, if you want to, and select which users are assigned the necessary :Essentials Panel Feature User user type. You can then add the users in either the “Panel Chairs”, “Panel Members”, or “Panel Observers” fields – any of these fields will give the Panel user the same level of access over the job, so it doesn’t matter where you place the Panel users. However, you might find it useful to align the fields with how that user will be involved in the recruitment of that job. You can change, add, or remove Panel users at any time. Here’s visualisation of the process:
Individual shortlisting & selection | :Recruit Essentials
There will be many occasions when you need to shortlist your applicants individually to make careful recruitment decisions. Not all of your intentions can be handled in bulk, so here’s how to shortlist individually. How to do individual shortlisting & selection Navigate to the top menu bar: Here you can move a candidate to another job; Clone and move a candidate to another job; and, Trash an application. Candidate card + status change. Navigate through applications by clicking ‘Next’. Responses to questions asked in the job: Rate questions: show candidate’s overall rating. You can manually add in the candidates interview and reference check rating. Suitability Comment: Think of this as a whiteboard marker, not a permanent marker. The notes you take here can be temporary, or your estimation of a candidate can change over time. Activities: All actions that you take on an application will “live” here. You can: Add Note: This is a permanent note that is left on the application. Send Email: Send an email to the applicant. E-mail External: Allows you to email applications to an email address of your choice. Toggle the order of the sections on your application pages to best suit your process. Attachments can be manually attached if you need them. Tasks can be assigned to yourself or another user, to progress an applicant and your recruitment goals.
How to use Multiposter in :Recruit Essentials
Once you have created and published a job in :Recruit Essentials, the next step is to get it in front of as many great candidates as possible! That’s where Multiposter comes in. Multiposter allows you to post your job to Seek directly from within :Recruit Essentials, saving you time and effort in the pursuit of top talent. You can post multiple Seek ads for a particular job, but you should be aware that this action will subtract your Seek credits as it would if you were posting any job ad to Seek, without :Recruit Essentials involved. The key benefit is being able to launch your recruitment campaign completely from within one piece of software. Multiposter video tutorial Step-by-step: How to use Multiposter Click “New Ad”. Classify Job: Fill out all mandatory fields as you would in Seek. The location field is predictive so just start typing a location and it will appear as an option. Make sure to select the appropriate ad type (Classic, Stand Out, or Premium). What jobseekers see in the search results: Fill out all mandatory fields and choose your branding so that jobseekers are engaged and attracted to your role. Ad Description: Job Title and Ad details will automatically populate here and are editable. Depending on your Seek account you will have one of two options available: External Job Application Delivery: This allows you to link your candidates to your branded talent landing page. The shareable URL will automatically generate in this section. Include Application Questionnaire (in SEEK): This allows you to have the job questions you created in :Recruit Essentials pull through to your Seek ad for candidates to answer. Please note, once you have posted the ad, your questions cannot be changed and they will all be mandatory. Note: Seek will not post ads that have hyperlinks so make sure these are all removed before you click save (unless you have their Link Out option) Review your ad: Make sure all the information is correct and compelling before you publish it. Publish: Push your job ad to Seek and start attracting candidates! You will see in Multiposter whether your Seek ad has been approved and is active on Seek, as well as the date it expires. At any time, you can edit the job, view details or clone the ad. When you Unpublish your job in :Recruit Essentials, it does not remove the associated ad from Seek. You will need to do this manually otherwise you will still receive applications. To do this, go back into your Multiposter ad and click ‘Expire Ad’. This will remove it from Seek for you.
