Recruitment and the handoff to onboarding

Keep jobs and candidate progress organized, then prepare the work needed for a new hire.

Needs: Pro · HR

Recruitment provides an internal record of jobs and candidates. It does not, in this edition, establish a public application site, publish vacancies to external job boards or automatically screen applicants.

Create a job

Enter a clear title and the available department and role details. Set it to Open, On hold or Closed as the hiring process changes. Keep the details of a paused job so staff can understand it if recruitment resumes.

Update a candidate's progress

1. Add the candidate to the correct job and check their contact details.
2. Record the relevant application information and notes.
3. Update the stage as the process moves through Applied, Interview, Offer, Hired or Rejected.
4. Record the next action and enough explanation for other authorized staff to continue the process.
5. For a hired candidate, arrange the employee account and onboarding work.

Use recruitment reports with consistent job and status filters when reviewing the pipeline. The stage records a decision made by the people running the process; the application does not make that decision for them.

Prepare onboarding or offboarding tasks

The New employee hire template can create a project with tasks, dates and owners. An offboarding template supports the corresponding departure work.

Review each generated assignment, especially account access and equipment tasks. Creating the project or marking a candidate Hired does not itself provision an account, run payroll or complete an equipment handover.