Effective requisition management and an efficient recruitment process are essential to the strategic acquisition of talent. In this article, we delve into the ClearCompany recruiting dashboard. This comprehensive guide aims to equip you with the insights and tools necessary to navigate the complexities of talent acquisition with confidence.
In this article:
Recruiting Permissions
Recruiting Dashboard
Recruiting Dashboard Overview
Creating a Requisition Options
Posting Options
Additional Resources
Recruiting Permissions
Depending on your permissions, your view of the dashboard will be different. To get an overview of the comparison of recruiter and hiring manager permissions, check out this article.
Recruiting Dashboard
As a Recruiter or a Hiring Manager, the recruiting dashboard is where you will be able to view your requisitions, candidates, and interviews, and search for candidates.
Recruiting Dashboard Overview
Dashboard
The dashboard has some reports that provide an overview of your recruiting process. The reports available in this view are:
- Open Requisitions- Number of Days Open
- Requisition Summary
- Number of Candidates Per Hiring Stage
- Open Requisitions by Department
- Open Requisitions by Office
Requisitions Tab
The requisitions tab is home to all of your job requisitions in ClearCompany Recruiting. In this tab, you are able to:
- Create new job postings.
- Manage specific requisitions.
- Manage Candidates in a specific requisition.
Below is what you will find in the Requisitions Tab.
This dropdown will allow a Recruiter to select to see the requisitions they manage or to see all the requisitions in the system.
This option allows users to search for a specific requisition based on the filters set.
This option allows users to create a requisition. To learn about the options, see below.
This allows users to sort the requisitions by status. When you arrive at this page, it will default to open requisitions. Click on the different tabs to see requisitions in different statuses. The statuses displayed are:
- Total Requisitions: This will list all of your requisitions, including drafts and deleted requisitions.
- Draft: Draft requisitions are requisitions you have begun creating but haven't finished. A requisition will be saved as a draft if you begin the creation process and close it out.
- New Requests: These are any requisitions that require your approval.
- Pending Approval: These are any requisitions you own that are currently in the approval process.
- Open: These are requisitions that are open and may or may not be posted.
- On Hold: These are requisitions that are technically open but are being held from posting.
- Rejected: Any requisitions you own that have been rejected in an approval process.
-
Closed: All of your closed requisitions live here.
This allows users to modify the display of their requisitions tab so they can see the most pertinent information upfront. The default display options are:
- Requisition
- Requisition Status
- # Days Open
- Active Candidates
- Total Candidates
- Furthest Workflow
- Hiring Manager
- Recruiter
- Department
- Office
To edit the requisition display, click Edit My Columns on the right-hand side of the page under the Closed widget.
Why can't I remove some of the options? Some columns are hard-coded onto the page and cannot be removed. For example, in the case of the requisition title, you'll want to keep this here so you know which requisition you're looking at.
Below are the requisition display options explanations.
| Column Name | Definition |
|---|---|
| Requisition Title | The title of the requisition. As well as the job title applicants will see. |
| Status | The status of the requisition. Status options include Draft, New Requests, Pending Approval, Open Not Posted, Open, On Hold, Closed, and Rejected. |
| Days Open | The number of days since the requisition was created. The Days Open counter includes the days spent in a Pending Approval state. |
| Active Candidates | The number of Active Candidates in this requisition. An Active Candidate is defined as not being in a Hired or Dispositioned workflow stage. |
| Total Candidates | The total number of candidates in this requisition, regardless of workflow status. |
| Furthest Workflows | The name of the furthest workflow reached, along with the number of candidates who reached that stage. Excludes Dispositioned stages. |
| Hiring Manager | The name of the main Hiring Manager assigned to the requisition. |
| Recruiter | The name of the Recruiter that is assigned to the requisition and will be managing the requisition. |
| Department | The name of the Department assigned to the requisition. |
| Office | If using Job Postings: 1 to-Many Locations, this will display the default location. To learn more check out: Job Postings: 1-to-Many Locations. |
| Openings | The total number of Openings available for a requisition. |
| Date Opened | The date on which the requisition was first created, not necessarily placed in an Open status. Written in Month, DD, and YYYY format. |
| Position Type | The option is selected from the Budget field on the requisition Administrative Info section. |
| Data Group* | If Data Groups are used, it will display which data group this requisition is a part of. To learn more check out: Data Groups. |
| EEO Type | If left empty, this field will display the text "Not Set". |
| Requisition ID | The Custom Requisition ID that is assigned to the requisition. |
| Active Sponsorship | Displays whether any sponsored job postings have been purchased for this requisition. |
| Vendor Enabled | Displays Yes or No to indicate if the requisition has at least one Vendor access enabled. To learn more check out: Vendors. |
| Remaining Openings | The number of openings that have not been filled for a requisition. |
| Custom Requisition Fields* | Any custom-created requisition fields will populate here to be added as a column. |
Candidates Tab
The candidate's tab allows a user to see all the candidates in the system based on where they are in the recruiting process. The drop-down allows users to select between:
- My Open Requisitions: will display candidates in the requisitions that a user is listed as the recruiter or hiring manager.
- All Candidates From All Requisitions: This option will only display for recruiters and will display all the candidates in all the requisitions.
- Select Requisition: A user can also select a specific requisition to see all the candidates.
To learn more about what actions can be performed by the candidate tab, check out: Recruiting: Requisitions Candidates Tab.
Search Tab
The search tab allows a user to search for candidates based on keywords. When typing a keyword you can select to search in: Everything (will pull any keywords from the candidate profile. This includes the resume and application and is Boolean search supported), Resume Only, Application Only, & Custom Fields Only.
Interviews Tab
The interviews tab allows a user with the Recruiter permission to see the interviews that users in the system are participating in. A search can be done to customize the interviewers and move between the weeks.
Creating a Requisition Options
As a Recruiter or a Hiring Manager, you can create job requisitions to begin your search for candidates. There are many ways to customize your job requisitions so that you can find the right candidates for the role you are hiring for. The following methods can be used to create a job requisition.
If your organization’s roles are created with competencies and goals (per the A-Method of hiring), we recommend using the A-method requisition creation process. This process will automatically pull the goals and competencies tied to the role and requisition, right into your scorecards and guides for your interviewers. To learn more check out: Creating a Job Requisition: A-Method of Hiring.
The simple form option simplifies the requisition creation process into one form. It is used to get all of your job posting details in quickly and easily to get the job posted as soon as possible. To learn more check out: Creating a Job Requisition: Simple Form.
If you find yourself posting the same content over and over again when recruiting across offices or in an expanding team requisition templates come in handy. Rather than manually typing out each requisition or copying and pasting from an old one into a new one, Requisition Templates allow you to use an existing requisition as a basis for any new ones that are created for a Role by automatically populating information into the new requisition. To learn more check out: Introduction to Requisition Templates.
Posting Options
Once you have created your requisition you can then proceed to post your requisition. To learn more check out: Post a Job Requisition.
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