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Configuring Hiring Plans

Khibtiya Afreen
Updated

Creating Multiple Hiring Plans

Configuring Hiring Plans at a Job Level

Creating a Custom Hiring Plan

Adding Criteria to the Hiring Plan

Configuring Hiring Plan at a Job Level

Sense CRM provides flexibility in configuring hiring plans at the organization level (default and multiple plans) and the individual job level.

Default Hiring Plan

A default hiring plan is automatically available when you first log in to Sense CRM. This serves as a foundational structure for your hiring process. Site administrators can configure this default plan to maintain consistency across the organization.

To access and configure the default hiring plan, follow these steps:

  1. Navigate to Configuration > CRM Settings > Job Setup > Hiring Plan > Hiring Plan Setup.
  2. Click on "Default Hiring Plan".
  3. From "Milestone Configuration," you can set up the milestones for your hiring process.
  4. Add stages to each milestone as needed.
  5. Further, add rounds within each stage as required.

The default hiring plan will be applied to all newly created jobs automatically. However, recruiters retain the ability to modify the hiring plan for each individual job without affecting the default configuration. If you make changes to an existing hiring plan in the settings, only the jobs created after saving these changes will inherit the updated plan. Existing jobs will remain unaffected. The default hiring plan includes "All Departments - All Offices - All Grades" as default criteria, which cannot be deleted, although you can add new criteria.

Creating Multiple Hiring Plans

Sense CRM understands that different office locations or departments within your organization might follow distinct hiring processes. Therefore, you can configure multiple hiring plans to accommodate these variations.

To create additional hiring plans, follow these steps:

  1. Navigate to Hiring Plan > Hiring Plan Setup.
  2. Click on "Create Hiring Plan" and enter a name for the new hiring plan.
  3. Click on the newly created hiring plan from the Hiring Plan Setup page.
  4. Go to the "Criteria" tab.
  5. Click on "Add criteria".
  6. Select a Location, Department, and Grade from the respective drop-down menus.
  7. Click "Add" to set up the criteria for this specific hiring plan.
  8. Repeat steps 5 to 7 to add more criteria as needed.

It is important to note that a specific combination of department, office, and grade cannot be repeated across multiple hiring plans or even within the same hiring plan.

Configuring Hiring Plans at a Job Level

In addition to the organizational-level configurations, you can customize the hiring plan for individual jobs. There are several ways to achieve this:

  • Copy from existing: When creating a new job, selecting the "Copy from existing" option will duplicate all job information, including the hiring plan, from the selected job.
  • Automatic application based on settings: When creating a new job from scratch, the system will automatically apply an existing hiring plan configured in the settings page that matches the job's department and location. If no matching plan exists, the default hiring plan will be used.
  • Customization: On top of the default or automatically applied configuration, you can further tailor the hiring plan at the job level. This includes adding default stages and rounds defined in the settings, copying stages and rounds from an existing job, or creating entirely new stages and rounds specific to that job.

Once the job is created, you can configure its hiring plan by following these steps:

  1. Navigate to Jobs > Hiring Plan.
  2. Follow the steps for adding stages and rounds to customize the hiring plan for the chosen job.

By understanding and effectively configuring hiring plans in Sense CRM, you can optimize your talent acquisition process, maintain consistency, and cater to the unique requirements of different roles and departments within your organization.

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.

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

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