Onsidian Help
RecruitingCRM

Overview

What to do at each stage

Every applicant sits in one of five stages. Here's what to do in each one.

Resumes

They applied but haven't filled out the questionnaire.

  1. Open the applicant and click Start Outreach, then call them.
  2. Send them the questionnaire and click Q-aire Sent. If they open it themselves, that gets recorded without you doing anything.
  3. When you have them on the phone, click Schedule and book the interview.

Can't reach them after several tries? Click Close Application and choose Abandoned. If they tell you they're not interested, choose Not Interested.

Questionnaires

They answered the questionnaire. Read their answers first, then call.

  1. Open the applicant and click Questionnaire to see what they said about their job, their income, and what they're looking for.
  2. Click Start Outreach, then call them.
  3. Click Schedule and book the interview.

Same as above if it doesn't work out: Close Application, then Abandoned or Not Interested.

Interviews

They have an interview booked. Your job is to record what happened after it.

  1. Open the applicant once the interview time has passed.
  2. Click the outcome:
    • Show if they attended. They move to Pending.
    • No Show if they didn't turn up. Click Schedule to book them again.
    • Disconnected if they were there but dropped off partway through.
  3. To move the interview instead, click Reschedule. To call it off, click Cancel Interview.

You can't close an application while an interview is still booked. Record the outcome first, then close them.

Pending

They showed up. Your job is to close them.

  1. Click Pursuing while you're still working to get them across the line, or Financing while you're working out the licensing cost with them. Switch between the two as things change.
  2. When they're in, click Hire. See hiring.
  3. If it falls apart, click Close Application and choose No Offer, Not Interested, or Abandoned.

Results

Closed applications, hired or not. Nothing to do here, it's the record of what happened.

If the buttons aren't there

Four things hide an applicant's actions:

What you seeWhat to do
An automation badge on the applicantThe automation owns the outreach. Cancel it to take over, or wait for it to finish.
A duplicate flagResolve the duplicate first.
On HoldThe applicant is paused.
Hired, No Offer, Not Interested, or AbandonedThe application is closed. This is final.

Overview

Where to start with recruiting

Adding an applicant

Put someone you met yourself into the CRM

On this page

ResumesQuestionnairesInterviewsPendingResultsIf the buttons aren't there