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This article will explain how to manage and track your candidates in your recruitment process, from the first interviews to hiring!
We have produced a webinar that we invite you to watch.
If needed, you can refer to our integrated guidance. To do this, simply click on the Help button at the top right of your interface and let James guide you!
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Before creating a candidate
You must absolutely check that this candidate is not already present in your resume database. Without this step, you risk creating duplicates and thus polluting your working base...
To do this, enter their last name and/or first name in the full text search field and make sure all your filters are set to Indifferent:
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Create a Candidate Profile
Automatically create a candidate from LinkedIn
I invite you to refer to the tutorial create a candidate directly from LinkedIn to follow the extension installation steps and discover how it works.
Automatically create a candidate with a resume
To create a Candidate profile, use the HrFlow application, it will save you valuable time!
Candidates module > + Button
To save time when creating a candidate, you have the option to parse a resume, in PDF or Word format.
To start parsing, just drop the document here:
The application pre-fills certain fields identified as: first name, last name, phone, email, skills, education... and the resume has been uploaded to the profile.
Once the profile is created:
Update the title
Be sure to fill in the State field, which indicates where this Candidate is in your recruitment process
Fill in the resume Source if you want to generate metrics on it
Warning 1/2
Don't forget to check the information entered by parsing, because depending on the imported resume format (there are several types of PDFs, some of which are difficult to analyze), it may struggle to retrieve the information. You will therefore need to complete its work.
Warning 2/2
If the following message appears, it means you are trying to import a candidate who, according to the tool, already exists. Boond then suggests you consult the existing candidate's profile to check that it is not a duplicate.
Prerequisite
If you are unable to create a candidate using the HrFlow application, it may not have been installed/configured.
I invite you to read the tutorial on the application
Manually create a candidate
You can also create the profile manually using the + button. You will have to fill in each field yourself. We therefore recommend using the HrFlow application.
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Qualify the TD and administrative aspects
Once the profile is created, new tabs appear within this profile.
The Administrative tab allows you to gather attachments such as a copy of your Candidate's ID card, for example. You can also enter their salary expectations in the "Desired salary" field as well as their "Current salary":
The TD (Technical Data) tab gathers information related to the Candidate's skills.
It is important to fill in the Candidate's TD properly to facilitate your profile searches and ensure they match the needs you identify with your CRM:
Title: the candidate's resume title. This field will be indexed in the search by key words, as well as the resume.
Profile summary: a short text to write containing the candidate's key information. You can ask the AI to summarize the profile.
Skills: this field will be indexed in the search by key words.
Experience, Education, Degrees and References: these fields qualify the candidate on their years of experience, education level, degrees obtained, and professional experiences.
Tools, Activity areas and Sectors: these lists can be configured in the interface by your administrator. They allow you to further qualify your Candidate and facilitate profile searches using these fields. Activity areas correspond to skills acquired by the Candidate, such as "Project Manager". Sectors correspond to the sectors of activity in which they have worked.
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Manage actions with the candidate
The Actions tab of the Candidate profile lists all actions performed and to be performed with them.
BoondManager distinguishes completed actions from upcoming actions: upcoming actions, called "To do / Reminder" (or any other term set by your administrator) by default, will be very useful because the tool will send you a notification to remind you of this task to be performed.
To learn more about how actions work, see this tutorial :-)
Note
You can create action templates, such as your interview outlines, to save time: interview outline 1 / 2 / 3, phone or in-person interview, pre-qualification / functional / technical / HR interview...
To learn more about these templates, you can refer to this article.
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Manage your candidate's positionings
This tab lists all the positionings of this Candidate for needs detected within your CRM. You will thus know which positionings have been lost, won, and are in progress for the Candidate concerned.
To learn more about positionings, see here.