When searching for candidates, it is a good idea to create a project. A project can help you to organize candidates and provide you with important statistics, updates, and information regarding the candidates who you save to the project.
- [Instructor] A big part of working with Recruiter, is organizing a lot of information. You need to keep track of things like candidates that you found, which ones you've contacted, which ones have replied, and so on. If you're doing general outreach or hiring for one position, this might not be too difficult to track. But if you're looking for candidates for multiple positions within your company, this can be a huge amount of data. One way that Recruiter simplifies this is by giving you an organizational structure built around projects. Let's take look at how to create a project.
Now one way to do this, is to go to the menu up at the top. On the left hand side it says Projects, and here I don't need to click on it, but I'm going to hover over it. Here I see where it says Your projects, and to the right of this, there is a plus icon. If I click on the plus icon, it brings up a pop-up box that allows me to create a project. I can enter in the title, I can enter a Project Description, and then decide if I want to share it and give my team access to it or just keep the project accessible to only me.
When I'm done, I can click on Create Project and create a new one. In this case, I'm going to close that out. I'm going to go back up to Projects and click on Your projects. Now, inside of here, you'll notice that I do have one project already. Graphic Design - Spanish. Now, I created this one back in the video when we saved a search. Remember that when you save a search, it automatically makes you link that to a project, so I had to create a project in order to save a search, and I created the Graphic Design - Spanish project, so here that is.
Now from within this screen, I can also create a project. I can do that by going to the top right, clicking on the yellow button for create a project, and a pop-up box appears. Here, I'm going to create a new project. I'll title this one Project Manager - Santa Barbara. I could leave a description if I wanted. I could link a job post directly to this project. Then I could share it with others. Remember that I had other people in my company who had recruiter seats, and I could share it with them so they could collaborate on it.
In this case, I'm going to leave that blank. Then, I'll go down here and click on Create project. Now, once I do that, you'll notice that my project appears right here, so I have Project Manager - Santa Barbara. Now here it's telling me I have zero candidates, telling me who the person who owns it or created it, and then on the left, I have the ability to click on the star so that I can receive updates related to that project. I can also click on these check boxes on the side, and that allows me to either share or archive any of my projects.
Now I highly recommend creating projects in order to organize information for all of your searches. Now, let me go ahead and open up one of my projects. I'm going to open up the Graphic Design - Spanish project. Inside of here, you can see that I don't have anything that appears because we haven't done anything with this, such as add candidates to this project. I could go up here and share it. I can also click on the gear icon, and this allows me to change some of the things, including the description. I could link a job post.
I could add files, links and more. I'm going to close that however. Then, I can click on this drop-down menu here, and it tells me that my talent pool is a little dry because we haven't yet added any candidates. Now I'm going to go ahead and click here on Search for new candidates, and when I do, you'll see that it performs a search. Now, how does it do this? Well the reason is, is that if you remember, we saved a search and linked it with this project. So by default, that is the search that belongs to this project.
When we clicked on Search for new candidates, it used that saved search to do this search, and let me know who candidates are that are here. Now if I wanted, I could go in here, and save people to this project, and go down and manage different things. On the left, we can see the different filters that were applied for this search, and we can update them or change them if we wanted to. I'm going to go back to my projects. Now, let's take a look at how we would do this for a project that we created that doesn't yet have a search.
In order to do this, I'm going to go hit the Recruiter button in the upper left, just to reboot things. I'm going to create a really quick search. Here, I'll go project manager, and I'll do a guided search. So, I'll go Project Manager in Santa Barbara, and then we'll add Project Management as a skill. We'll go ahead and click Go. Here we have a lot of candidates that it gives us, but all we want to do here is save this search.
I'm going to go up to the top where it says Showing results for and click on the bookmark. This is the way that we can save a search. Here, I'll name the search. I'll name it Project Manager - Santa Barbara. I can choose the project. Now remember the first time we did this, we didn't have any project, so we had to go down to Create a new project, but now I can go click in this field, start to type out my project manager project. That one pops up right here.
I can click on it, and yes, I want to send alerts to my homepage and email, and then I can go ahead and click Save. Now, if I navigate back to my projects, navigate to my Project Manager project. I can do the same thing where I click here. It tells me my talent pool is dry, however, I can search for new candidates. It will use the search that we just created to find those candidates. Before you get too far into the search process, you really should create some projects.
In fact, there are some things that you won't be able to do without linking a search to a project.
- Using Recruiter's powerful search features to find candidates
- Adding candidates to a project
- Contacting candidates
- Managing interested candidates
- Posting jobs
- Monitoring Recruiter stats