- What is the significance of having a hiring plan?
Ans: Implementing a hiring plan is significant because it provides a structured approach to your recruitment process. This structure ensures that you don't overlook any critical stages or steps. In Sense CRM, the Hiring Plan and Milestones feature helps centralize the tracking of candidates and their progress through various hiring stages. Candidates typically begin their journey from the 'Screen' stage and advance through defined milestones until the final 'Offer' milestone. Essentially, a hiring plan, which is composed of various stages and interviews defined in a specific order, works to streamline the hiring process systematically. It is a crucial tool for recruiters, helping them keep track of where candidates are in the process and plan their next necessary actions.
- Who can configure the hiring plan?
Ans: At a global level, the hiring plan can only be configured by the site admin. However, members of the hiring team are authorized to change the mapped hiring plan specifically at the individual job level.
- Why should I configure a hiring plan?
Ans: Configuring a hiring plan is beneficial as it consists of predefined stages and interviews arranged in order. This setup helps to streamline your hiring process in a systematic manner. By using these defined stages, recruiters are better equipped to track candidates as they move through the various steps of the hiring process and can more effectively plan subsequent actions.
- What is the difference between Milestones, Stages, and Rounds?
Ans: These terms represent different levels of granularity within the hiring process in Sense CRM:
- Milestones are configured at the global level. They represent significant markers or checkpoints in your recruitment process. It's important to note that reports are generated based on these Milestones. You can configure up to 15 milestones in your hiring plan.
- Stages can be thought of as a process of hiring candidates and can encompass a set of interview rounds. Stages can be configured at both the global and job levels. A key distinction from Milestones is that Stages are configurable at the job level, whereas Milestones are only configured globally. A candidate must successfully clear a stage before they are able to move to the next one.
- Rounds are the most granular level, defined as individual steps or tasks that are added within each stage. Candidates must complete all the defined rounds within a particular stage before they can proceed to the next stage.
While Stages and Milestones might seem similar, remember that Stages offer job-level configuration flexibility, while Milestones are global and tied to reporting.
- How many milestones can be configured in the hiring plan?
Ans: Your hiring plan can be configured with up to 15 milestones.
- Will re-ordering the milestones affect the jobs?
Ans: Yes, if you re-order the milestones within a hiring plan, the corresponding stage order will be re-ordered for the respective jobs that use that plan.
- What is the default hiring plan?
Ans: A default hiring plan is automatically available when you first log in to Sense CRM. This serves as the fundamental skeleton of your hiring process and is provided to help you quickly get started. This default flow is applied to all newly created jobs. However, recruiters retain the flexibility to change the specific hiring flow for each individual job without altering the global default flow.
- Can I have a custom hiring plan for a specific location, department, and grade?
Ans: Yes, Sense CRM allows you to define a hiring plan that is tailored specifically to a particular location, department, and grade.
- Can I make changes to a hiring plan at a job level?
Ans: Yes, you can make changes to a hiring plan at the individual job level. However, this capability is restricted; you can only do so if you are a member of that specific job’s hiring team.
- What is an ideal candidate lifecycle in Sense CRM?
Ans: An ideal candidate lifecycle in Sense CRM typically progresses through the following stages: Screen, HM Review, Assessment, Interview Stages, Pre-offer, Offer, Hired, and finally, Rejected/on-hold. This sequence represents the candidate's journey from initial screening through to the final outcome.
- What happens if I move a candidate in an interview stage to another job’s active interview stage?
Ans: If you move a candidate who is currently in an interview stage for one job into an active interview stage for a different job, the candidate's status will be changed to inactive within the original job’s interview stage.
- How does the job approval chain work?
Ans: The Job Approval feature in Sense CRM allows your organization to configure a chain of required approvals for every job created. This feature is designed to give stakeholders greater control and oversight over the organization’s recruitment process. A critical point is that once a job has been approved, you cannot change the designated approvers.
- How do I track a job approval status?
Ans: Recruiters can easily view a job's approval status by navigating to the specific job's Approval tab. Additionally, members of the hiring team can subscribe to receive notifications about the approval status within their Settings.
- Can I approve a job and later revoke it?
Ans: No, Sense CRM does not allow you to revoke an approval action once it has been made.
- Why do we have internal forms?
Ans: Internal forms are primarily utilized by internal stakeholders within the organization. They record details about a candidate gathered during the hiring process. These forms are typically configured and filled out by recruiters or hiring managers strictly for internal use.
- How can I send an internal form?
Ans: To make an internal form available, you can map it to a specific round within the Hiring Plan. Once mapped, the form will be accessible to those who have been granted the necessary access permissions.
- Who can fill up an internal form?
Ans: Internal forms can only be filled out and viewed by the users who were specifically added when the respective internal form was initially configured. The drop-down list for adding users will only contain existing Sense CRM users
- Can I set notifications regarding filled internal forms?
Ans: Yes, Sense CRM allows setting notifications for filled internal forms. While configuring the internal form, you can toggle a button ON. When this is activated, all the users who were added to the form's list will receive a notification whenever the internal form is filled out and submitted.