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- Recruitment CRM
- Who it's for
- In-house recruitment teams
In-house recruitment teams
An in-house recruitment team may receive hiring requests from several departments or business units. Organizations and accounts provide the identity around the request, while the opportunity gives each position discussion a named owner and a stage. A mandate can capture the position title, openings and target start for a decision by a separate manager.
How Recruitment CRM is set up for you
Request identity
Use a distinct opportunity subject for each hiring request, even when requests share an account.
Working context
Log calls, meetings, emails and tasks against the request they concern.
Review
Compare the submitted mandate revision with the activity and attachments before a decision.
Follow-through
Read approved and completed mandates separately so accepted terms are not mistaken for finished work.
An in-house recruitment team may receive hiring requests from several departments or business units. Organizations and accounts provide the identity around the request, while the opportunity gives each position discussion a named owner and a stage. A mandate can capture the position title, openings and target start for a decision by a separate manager.
Choose one organization and a small set of current hiring requests. Confirm the organization code, time zone, currency and team membership before assigning opportunities. Enter each request's expected close date and value consistently, then agree what a Qualified request means for the team. A sample request with an upcoming start date is a good test: the owner enters the position terms, the manager reviews them, and both can find the recorded decision afterwards.
Ask an Auditor to trace the final result from account to opportunity, mandate, activity and decision. If a receipt needs review, compare its expected revision with the opportunity before changing the result. This helps a team learn its handoff responsibilities before it expands to more business units. Applicant tracking and interview coordination can sit in another connected system.
Features to start with
Roles on the team
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
Set up Recruitment CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.