New Recruiter Guide - SmartRecruit
Welcome to SmartRecruiters! This Recruiter guide is your comprehensive resource for familiarizing yourself with SmartRecruiters and using it to recruit and hire the best talent
Each section of this guide focuses on one of your day-to-day tasks in SmartRecruiters. In each section, you'll find a brief introduction, followed by a step-by-step learning path that introduces you to the parts of SmartRecruiters that you'll use to accomplish that task. Just click on the first step to begin.
Getting started
In this section, you'll learn about the major parts of the SmartRecruiters platform, and set your personal preferences for using SmartRecruiters.
Creating jobs
Now that you've got the basics, you can post your first job. In this section, you'll learn how to use the Job Posting Wizard to create and post jobs.
Managing Jobs
As a recruiter, you'll spend much of your time managing multiple jobs and their details. In this section, you'll learn how to check in on the status of your jobs and make changes to the job's ads, hiring teams, and more.
Managing candidates
Next, let's look at SmartRecruiters' tools for managing your candidates.
Interviewing candidates
As a recruiter, you'll be involved in the day-to-day hiring activities and manage communication between the hiring team and candidates. In this section, you'll learn how to schedule and manage interviews, and collect feedback from the hiring team to help make a hiring decision.
Offers and hiring
Recruiters can create and send offers to candidates using the Offer tab of the candidate profile.
- If your company uses DocuSign, you can create and send offers via DocuSign.
- If not, you can create and send offers via email.
For emailed offers, when the candidate responds, you can manually mark them as accepted and hire them, or edit the offer and resend.
For offers sent via DocuSign, you can monitor the offer status on the Offer tab. SmartRecruiters will automatically update when the candidate signs or declines the offer via DocuSign. You can then confirm them as hired, or edit the offer and resend.
To send via DocuSign, you'll need to have a user account in DocuSign that uses the same email address as your SmartRecruiters account.
Rejecting candidates
To simply reject the candidate without notifying them, choose a reason from the list, and click Reject.
The rejection will take effect immediately, and the candidate will see the update in their Candidate Portal.
To reject the candidate and notify them, click Send rejection email and either enter a new message, or select an available template. Edits made here will not be saved to the template itself.
Only templates with a Rejection type can be used on the Reject tab.
If you choose to send a rejection email, you can also schedule the rejection for a later date using Delayed Rejections:
You can send the rejection immediately, or delay it for a specific period of time.
Learn more about delayed rejections.
Normally, SmartRecruiters will send the rejection email using your name and email (from your SmartRecruiters account). To maintain anonymity, click Show sender as "Hiring Team" instead of my name. SmartRecruiters will replace your name with "<Company Name> Hiring Team" as the sender.
In all cases, you can specify a reason for rejection. Though optional, adding rejection reasons can help improve your hiring efforts by identifying common reasons.
Rejection reasons are never communicated to the candidate.
All SmartRecruiters companies can select from the default list of rejection reasons. Companies with the SmartGlobal add-on can add custom reasons.
Admins can report on rejections reasons in the Applicant Flow report. All users can sort candidates by rejection reason with the Candidate Filters.
Mobile apps
Though SmartRecruiters' web app is fully responsive and mobile-ready, you can also use the Hiring and Field Recruiting apps for both iOS and Android platforms.
Use the Hiring App to monitor jobs, message and review candidates, track upcoming interviews, and generally manage your hiring process on mobile. |
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Download the Hiring App for iOS from the App Store. It works on phones and tablets running iOS v9 or above, but is optimized for iPads. |
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Download the Hiring App for Android from Google Play. It works on both Android phones and tablets, but is optimized for tablets. |
Use the Field Recruiting App to source candidates in person at events like career fairs, or even in-store. |
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Download the Field Recruiting App for iOS from the App Store. It works on phones and tablets running iOS v9 or above, but is optimized for iPads. |
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Download the Field Recruiting App for Android from Google Play. It works on both Android phones and tablets, but is optimized for tablets. |