RecruitingCRM
Hiring and closing out
Hire an applicant, or end their application
Hire someone
Available once they've shown for an interview, and anywhere in Pending.
- Open the applicant and click Hire.
- Enter their email, then enter it again to confirm. A typo here locks them out of their invite, which is why you type it twice.
- Enter their phone.
- Set Hired On.
- Choose their role: pre-licensee or trainee.
- Choose their manager.
- Save.
Their application closes as hired and they become a user in your agency.
Close an application
- Open the applicant and click Close Application.
- Choose the reason:
| Reason | Use it when |
|---|---|
| Abandoned | They stopped responding, or you gave up reaching them |
| Not Interested | They turned down the opportunity |
| No Offer | You decided not to extend one |
No Offer only appears after they've been through an interview. Before that, your options are Abandoned and Not Interested.
All of these are final. The applicant moves to Results and can't be worked again.
Mark what you're waiting on
While someone sits in Pending, keep their reason current so your manager can see what's actually happening:
- Click Pursuing while you're still working to get them across the line.
- Click Financing while you're working out the licensing cost with them.
Switch between the two as the situation changes.