In this article we’re going to be covering Zapier Breezy Hr… some of the fundamentals of the platform such as how to produce positions how to develop your profession page in addition to including users into the account in addition we’ll likewise cover a few of the more advanced features and performance that are readily available in the platform so let’s get going the view that you’re seeing on my screen is the dashboard view of the platform and this is the view that all users arrive on as soon as they visit to easy depending upon who’s logging in they’re visiting info that’s pertinent to them so in my example I am working on all of these positions that you see in the my positions tab any brand-new candidates that have actually made an application for those positions will show up in the new candidates tab if I have any upcoming meetings or if there are any tasks that are due as well as any pertinent discussions with prospects from these positions will show up in the control panel view from here one of the first things that you’ll probably want to do as an admin is to click the Settings icon and go to business settings here you’ll be able to go into the handle members area to invite members into the account you can add them in either as administrators or as numbers just by typing in their email address you’ve likewise got the alternative of enabling a staff member car sign up with feature which will enable users to register using a URL that gets created from within Breezie likewise supports single sign-on directly from here as well the next thing that you’re going to want to do is to design the profession page do that go into your settings section recruiting choices and you’ll see a tool for career portal design this is a very simple way to develop and release a career page directly through reason it has loads of design and personalization choices including the capability to place customized CSS and JavaScript once you’ve gone through this procedure completion item would look something like this acne page that I just brought up
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where you have the page Brandin nevertheless you like you can have some information about your organization you can publish any media that you wish to have on the page and as you released tasks through breezy they’ll get listed there for prospects to be able to apply this career page also enables you to set up a staff member website this is an area which allows your existing staff to either request any internal positions you might have or they can submit referrals into any of the positions that you have and those are all tracked with entries setting up the profession website and the employee website are both done from the recruiting choices section we covered where you find the profession portal settings before right listed below that you’ll see the staff member portal section also now that you’ve got your career page designed and users added into the account the next step would be to create positions to do that you can hit the position and slash pools link from the left-hand side and you’ll see a list view of all your positions anything with a green dot next to it represents that it’s an active position or a pool if you have anything with a blue dot that implies it’s in a draft State and if you have actually closed out a position you’ll see that with a grey dot beside it clicking the dot permits you to change the status of a pool or a position directly from within this list deem well to develop a position you click the include position button in the leading right corner and it takes you through a series of sections that you need to complete action one of this process involves entering in the essentials of the task like the title the place the task description and so on the next action after that is to specify the application form itself there are a series of standard fields that you can allow
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or disable based upon your choices that you see on my screen you have actually also got the capability to enhance these by placing custom questions by means of questionnaires questionnaires are simply a series of concerns that you can develop with various response types that range from things like text or paragraph based reactions to multiple-choice in addition to even video responses if you wished to if you’re using multiple choice or drop-down lists you have actually likewise got the ability to move prospects based upon a response they provide many business utilize this as a method to screen candidates straight from the nationwide application process an example would be if you created a multiple-choice concern which says are you over the age of 80 and if a prospect response’s no you could automatically move them into a disqualified phase of your recruiting procedure video interviews are likewise popular nowadays for certain kinds of roles you have the ability with these to ask text-based questions that candidates can tape-record reactions to they can either tape-record an action for up to a minute 2 minutes or 5 minutes and these recordings will appear on the candidate profile once they have actually completed the application procedure when you created a question in there they become part of a list so if you’re releasing a brand-new position and you desire it to be used those questions you can simply choose from the list another thing to note is that surveys can also be emailed to prospects after they have applied a lot of companies nowadays tend to have a fairly short preliminary application but as soon as someone uses they can either by hand or instantly trigger a survey to them to gather extra info or screen them that way pipelines are is the next action and this is where you specify what the recruiting workflow is going to appear like for this particular position in Breezy you can create a single pipeline that you’re going to utilize across all of your positions or you can build and develop numerous pipelines and then associate the one that makes the most sense for the position the next step after that is to choose whether you’re going to utilize a scorecard with your particular position similar to pipelines you have actually got the ability to create and conserve many scorecards in the platform you can then pick the one that makes the most sense for the position scorecards are something that we extremely recommend specifically if you want to have a. Zapier Breezy Hr