Creating a Hiring Plan

Organizations often have unique hiring processes, especially if they have multiple office locations. Sense CRM allows you to configure specific hiring plans to match these different processes.

When you log in to Sense CRM, a default hiring plan will be available. Our default hiring plan is to help you get started with it. 

Follow the steps below to get started with the default hiring plan:

1. Navigate to Jobs > Hiring Plan > Hiring Plan Setup.
2. Click on Default/ Global Hiring Plan.
3. You can set up milestones for your hiring process from Milestone Configuration.
4. Add stages to each milestone.
5. For each of the stages, you can further add rounds as required.

The default hiring plan automatically includes criteria for all departments, offices, and grades, which cannot be deleted, though you can add new criteria to it. 

Creating a Custom Hiring Plan

Follow these steps to create a custom hiring plan:

1. Navigate to Hiring Plan > Hiring Plan Setup.
2. Click Create Hiring Plan and enter a name for the hiring plan.
3. Click the hiring plan that you just created on the Hiring Plan Setup page.
4. You can set up milestones for your hiring process from Milestone Configuration.
5. Add Stages to each milestone. For each of the stages, you can further add rounds as required.

Adding Criteria to the Hiring Plan

1. Navigate to Hiring Plan > Hiring Plan Setup.
2. Select the Hiring Plan for which you want to add criteria.
3. Go to the Criteria tab.
4. Click Add criteria.
5. From the drop-down menu, select a Location, Department, and Grade that this specific hiring plan will apply to.
   
6. Click Add to set up the criteria.
7. Repeat the above steps to add more criteria if necessary.

It's important to note that you cannot repeat a combination of department, office, and grade criteria in multiple hiring plans or even within the same plan. 

While you can modify the hiring plan for individual jobs, the steps above specifically detail creating separate, criteria-based hiring plans.

Configuring Hiring Plan at a Job Level

You can configure the hiring plan in multiple ways when creating a new job:

• Choosing "Copy from existing" when creating a new job copies the exact job information, including the hiring plan, from the existing job.
• When creating a new job from scratch, the system automatically applies an existing hiring plan that matches the department and location. If no match exists, it uses the default hiring plan.
• On top of the default configuration, you can customize the hiring plan at the job level by adding default stages and rounds defined in the settings page, copying from an existing job, or simply creating new stages and rounds.

Furthermore, you can customize the hiring plan at the job level on top of the default configuration.