Were you just added to your company's Recruitee account as a hiring manager and would like to familiarize yourself with the features most essential to you?
Setting up your account
To set up your user account, you should have received an email invitation to your company’s Recruitee account.
Note: If your company uses SSO, you should be able to log into Recruitee via your SSO tool. Please reach out to an administrator of your account to add you to Recruitee via your company’s SSO tool.
1. Click Join your team now.
2. Select a Language, Time format, fill in your details, and click Continue.
Your account is now set up, you can go through the steps of the Recruitee Academy to learn more about Recruitee.
Synchronizing your mailbox and calendar
You can find and edit your profile, email, and calendar settings under Settings > My profile.
Both email and calendar synchronization allows for two-way communication between Recruitee and your company email or calendar.
Check with an administrator in your account if you will be using the Recruitee email or sync your company email. Also, if you should synchronize your calendar.
Setting up your notifications
Go to Settings > My account > Notifications to select which notifications you would like to receive from Recruitee and how.
Check with an administrator of your company account what they think you should be aware of and choose whether you’d like to receive the notification in-app, then they will appear under the bell icon in the top-right corner of Recruitee, if you’d like to receive them via the mobile app, or via email.
Note: Some notifications require you to follow certain jobs/ talent pools or candidates. You will only receive notifications about functionalities and areas that your hiring role has access to.
Getting an overview with the dashboard
On the dashboard you can find all of your relevant to-dos and activities within Recruitee summarized in one place.
In the Calendar, you can see all of your Recruitee events of the week as well as the events from your company calendar if you have synchronized it.
Under Events, an overview of your upcoming and past events can be viewed. Click the event to open the event information or start the interview if it’s a video interview.
Under Evaluations you can find the evaluations requested from you. Click Start next to the request to start evaluating the candidate.
Under Tasks, you can find incomplete tasks assigned to you. Click a task to edit or mark it as complete.
Job pipelines
If you click on a job in the Jobs section you will see all candidates that applied to this job assigned to their current stage. Candidates applying on your careers site or added manually will land in the Applied stage, while candidates sourced with the Recruitee sourcing extension will appear in the Sourced stage, and candidates referred via the ReferralHub will land in the Referred stage.
Candidates can be moved in the pipeline by clicking on their card, dragging, and dropping them in the desired stage.
Note: If you are dragging a candidate into a stage that has a thunderbolt icon, one or more automated actions will be triggered.
When action(s) are triggered, a notification will pop up in the bottom-right of your window. If you hover your mouse over this notification, it will pause the actions from being triggered. You can then cancel individual or all of the actions.
Candidate profiles
Click on a candidate’s card in the pipeline or in the candidates section to open their profile.
Here you can get an overview of everything related to this candidate, view their details, CV, and cover letter.
Notes
Notes are often used to state observations about candidates and communicate about them with team members. They can be visible to only you, to selected team members, or to everyone. In order to tag a colleague in a note, simply use @ and select their name or simply click reply under a note they wrote.