Everyone knows that you can use a CRM to track your sales and client relationships, but they can also be helpful for hiring! Less Annoying CRM can help you manage potential candidates, store their resumes and other application paperwork, track where each application is in the hiring process, as well as manage interviews and other follow up tasks. Whether you are a full time recruiter or you’re looking to hire your first intern, these features will help you stay organized as you find and process candidates.
Go to your Custom Pipelines page under Settings, and add a new pipeline to track job applications. We even have a template to help get you started! In your new pipeline, make sure to have statuses that account for the steps in your application process (such as written, phone, then in person interviews) as well as the potential ending outcomes (such as hired, rejected, or declined offer). You’ll also want custom fields to track the position a candidate is applying for, as well as other details like their asking salary, potential start date, and other important details.
Want tips on how to customize your Job Application pipeline? Check out this tutorial!
As new applications come in, add their contact and application details to your CRM. Hover your mouse over your pipelines at the top of your account, and click the plus sign next to your Job Application pipeline. Enter in their contact and application details in the contact and pipeline fields. After you create your new applicant and attach their pipeline, be sure to hit “File” on the lefthand side of their record to attach their resume and any other application materials.
HR can easily find Abby's resume, writing sample, and next follow up date in the CRM.
Note: don’t want other users in the CRM to see the job applicants in your pipeline? Make sure new contacts are assigned to a user that your other CRM users don’t have access to. You can manage user contact permissions from your Manage Users page under Settings.
As you work through your applicants from your Job Application Report, click “Quick edit” next to each applicant’s name in order to leave a note, add a task, or update their application status. Leaving detailed notes about an applicant immediately after an interview or another interaction will help you when it comes time to make a decision about who to give an offer to. You’ll also want to log email interactions to the CRM to keep track of your communications.
Note: don’t want other users in the CRM to see notes that you leave about job applicants? Save your notes in a Google Doc or another online note-taking app, and make sure the document isn’t shared with anyone else at your company. Add a link to that document on the applicant’s record by editing their contact info and pasting the link into the website field. Or, you can add the link to a note on the contact’s record, and click on the link to open the document.
In addition to leaving a detailed history on each candidate’s record, you’ll also want to stay on top of all your upcoming interviews. On each candidate’s page, you can click “Event” under “Attach an item to this contact” on the lefthand side. The event will automatically add your candidate as an attendee, and you can add in any important interview details (such as questions you want to ask, location, and even setting reminders).
Need to fill a position quickly? Look at your Job Applicant Report to evaluate previous candidates. Filter the report to show candidates who previously declined your offer or whom you rejected, and for whom you checked “Keep on file”. You can start contacting these candidates one by one, or export their information to Excel, use an email-merging tool, and send a mass email inviting them to apply.
You may also want to pull reports based on the source of your best candidates. You can pull a report on candidates from each source, and compare the number of offers that went out vs. the number of total applicants.
Don't forget -- once you hire someone new, add them to the CRM! This tutorial explains how you can onboard your new hire with the CRM. Remember: you can always export then delete hiring data that you don't want your new employee to see. Or, you can assign candidate contacts and interviews to users that your new hire does not have access to.
You may want to delete your recruiting pipeline if you don’t hire regularly (if you hire less than once per year, job applicant information may quickly go out of date). Or, you may not want your new hire to see their applicant info in the CRM. Here’s how to remove applicant info from your CRM:
There are many other customizations and features you may want to take advantage of, such as…
In addition to managing candidates, you can create a pipeline to track the companies that are looking to fill a position in a separate Job Openings pipeline! Use statuses to track whether or not a position has been filled, and custom fields to track details about a position. You can attach as many Job Openings as necessary to a single company.
Whenever you find a potential candidate, add them to your Job Application pipeline! You can also attach multiple Job Applications to a single candidate’s record if they are applying to more than one position.
If you frequently place freelancers or folks in specific industries, you may want to create groups for different networks. You can have groups based on industry, expertise, or title.
If you ever need to fill a position in a specific industry or you need to reach out to your contacts in a particular field, you can look at your groups.
You may want to keep track of when your candidates interview, even if you won’t be a part of the interview itself. You can create a separate subcalendar to track interviews between candidates and companies; that way, you can easily toggle your interviews calendar on when you want to see when candidates need to prepare, but you can hide it when you want to see your own schedule.
I hope this article helps you stay organized and stress-free during the hiring process. If you have any questions (or recruiting/hiring tips we missed), don’t hesitate to contact us!
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