WISESTEP

1. Jobs:  

   1. Posting a new job

   2. Working on the job

2. Candidates: 

   1. Talent Pool

   2. Submissions

   3. Bulk Import

3. Teams 
         a. Creating a team
         b. Adding/removing team members

4. Vendors 
   a. Add Vendors

b. Vendors

5. Setting up the career page & customisations

6. Extension

7. Emails

   1. Configure emails 

   2. Set templates 

   3. Check other settings

1. JOBS
   
   

This section contains all job requirements that recruiters need to work on. The most important purpose that this section solves is that all the jobs and its related information are in one single place. There’s complete visibility of the recruiters working on the job, the number of candidates mapped and submitted against each job, the external job boards it is posted to, the responses you get on each of them, and much more. This section is primarily divided into 2 segments: 

1. Posting a new job: Click “New Job” on the Menu and a form to post a new job opens up. This is where all the details need to be entered, and once done, this can be shared with other recruiters in the workspace.  You can select a team to administer and manage a job right at the time of creating a job. The job posting form requires information like the client name, job title, the description, the compensation, Job Location and other Job attributes. There is also a separate section for Job Insights, which is more for the internal usage to share insights on a job (e.g  - “Willing to hire non-local candidates in case no local ones are available” ) with colleagues and team members. This is section not visible externally. Even when the job is posted externally, the insights are not posted. 
   
   

2. Working on the job: Once a job is posted, it gets listed on the Jobs page and is open for various actions in the recruiting process like assigning recruiters to it, submitting candidates directly to the job, posting it on to the external job boards and much more. Some of those key features have been talked about in brief below: 

1. Post a Job Ad: This is where a job can be posted onto the free job boards from. Multiple paid and free job boards are integrated already and there are many others in the pipeline. These job boards include Monster, Indeed, Jooble, Neuvoo and many others. The complete list is available on the Website.

2. Submit a Candidate: One can submit a candidate directly to a particular job to track submissions. This allows the recruiters to manually add all the details related to the candidate and build their recruiting pipeline. You can send and submit Candidates to your clients right from the submitted candidates page.  

3. Find Candidates: One can search for candidates directly from your talent pool for a particular job. 

4. Submissions: This list consists of all the candidates that have been submitted against a particular job. 

5. Applied Candidates: When a job is posted to the external job boards or even to the careers page powered by Wisestep, any candidate that applies on to the job there would get added to this list under this section. 

6. Follow-ups: This consists of all the Follow activities and tasks created for various candidates mapped to this particular job. 

7. Recruiters: This section has details of all the recruiters working on the job. If you wish to, you can unassign any recruiter at any given point as a daily way of reallocating responsibilities.

8. Other details: The team also gets to see who the job was created by, which team does it belong to, the number of vacancies for a particular profile and other such details. 

2. Candidates

This section contains the details of all the candidates that were ever sourced using the Wisestep extension or uploaded into the system. Just like the jobs, what’s better than having all the candidate data at one place? Not just that, all the candidate data is shared across the workspace so all recruiters have access to it. This is section is split into 3 components: 

1. Talent Pool: This section consists of a list of all the candidates’ data collectively uploaded or sourced under the workspace. Look for the “My Candidates” tab to see the pool of your candidates. Use the Talent Pool to enter the strings and search candidates first before moving to any external job board. 
   
   

2. Submissions: Any candidate, submitted against any job, at any given point, by anyone in the workspace, becomes a part of this section. You get to see the job details it was recently submitted for, the name of the recruiter who submitted it and the current status of it. Click any of the candidates’ names to access all details like salary, preferred locations, recruiter assessments, and notice period. There also is an option to edit the current status of the submission for better visibility and an option to enter notes every time you move them through the pipeline. Since the entire conversation history is recorded and viewable easily, this helps the other recruiters have a single organisation view. There’s complete transparency for all the employees working for a single organisation, to be able to see the current status of submission and all the conversation being done on it.  

Many of our users have built databases of hundreds of thousands of candidates simply by using the Wisestep Extension on a daily basis as part of their recruiting day.     

3. Import Candidates: This option helps to bulk import the data of candidates directly into the system without having to manually do it for each candidate. All that needs to be ensured is that the resumes are in any one of the specified formats. Once uploaded, they become a part of the candidate pool. You also get to track the progress of the upload when there are multiple files being uploaded at once.  

3. Teams

Managing all the recruiter colleagues and teammates is now super easy with the “Teams” feature. The recruiters can be divided into different teams based on any parameters. This makes managing them easier and also makes monitoring their performances easier. 

1. Creating a team: This can be done either from the Teams section on the dashboard or by clicking on the rightmost icon on the dashboard> App settings> Teams> Manage Teams. The workspace owner/Admin has access to create any number of teams and add members to it.  

2. Adding or removing members: To add or delete a member, under the Teams section click on the person icon in front of a team to see the privileges to add or remove a team member. Once a person is invited to join a workspace, they receive an email containing a link to join.

4. Vendors 

This section focuses on vendors / partners that you send jobs to and also talks about the ability to mass mail the jobs to these vendors. The main benefit of this feature is that one can easily distribute the jobs to all their partners. It allows sending multiple jobs along with their job description to all the partners. The section is split into 2 parts:

1. Add Vendors: This is where you can add a list of vendors from. Rather than adding the emails one by one, the system allows you to bulk import them, all at once. To do so, go to the Add Vendors section> Select Create List> Enter a list name, choose the accessibility type(explained below)> Enter details. To enter the details, one can either enter those manually( one by one) or bulk import a list directly. There also is an option of entering just the emails, comma-separated. Coming back to the accessibility type, the system has 3 options available:

   1. Private: When you choose to keep a list private, that simply means that you do not want your vendor list to be visible to anyone else in your workspace. 

   2. Public: When you choose to keep a list public, it makes your List available to  your colleagues in the Workspace to broadcast too. 

   3. Shared: When you choose to keep a list shared, you get to choose specific teams or specific people you would want to share this with. 

2. Sending emails to vendors: Once the list of vendors is uploaded, one can see all of them under this section. We perform a verification check on all the emails IDs that are a part of the list. Corresponding to every list’s name, one can see the validation status of the emails in the list. Sharing a description of all of these below:   

1. Valid:  These are the number of vendors whose email address is correct.   

2. Invalid: These are the ones with invalid email addresses. 

3. Unknown: These usually are the ones where the email address looks good, but the associated domain is not responding. This could be a temporary status for domains having intermittent issues or a permanent issue for dead domains

4. Validation pending: When you bulk import a list, it does take some time for all the emails to get verified. This is where you count the ones that haven’t been verified yet. 

5. View: On clicking on the view option, you see the details of every vendor that’s a part of the list. You can also check if the vendors subscribed to your emails yet or not. 

6. Broadcast: When you want to broadcast jobs to any particular list, all you need to do is, click the broadcast option, select the jobs you want to send, check the email that needs to be sent and click the send option.  

7. Deactivate: If a vendor doesn’t want to receive your emails, you can deactivate the email IDs so no emails are sent to them going forward.  

You can, at any given point, add more vendors to an existing list or change the accessibility type of a list created by you.

5. Setting up your Career Page

We understand the importance of having a Careers page, hence, we introduced this section to help you promote your brand and also, convert all your website visitors to applicants directly. This also improves the candidate engagement and helps in displaying all the open positions at a single place for the candidates.  

To set-up the career page, click on the rightmost icon on the dashboard, go to 

App settings> Apps and Integrations> Career Pages. 

You can customise the page the way you want, add a logo, add content, configure the details form and save the changes. The link to the page is in a format similar to https://careerpages.wisestep.com/the-career-company and is available under the company name section. 

There also is a live edit section where you can see the changes directly and customise accordingly. 

The appearance tab is where you can set the kind of fonts, banners and images for your career page. 

The jobs and candidate section talks about the information related to the job you want to post on the site and the mandatory details you require from the candidates.

Another really cool feature is that you get to decide the content of the email that gets sent to a candidate when he/she applies to your job.  

With the Widget Script, you can redirect your website’s career page section to this page without any hassle. 

6. Wisestep Extension

In continuation of our mapping segment in section 2.a, this section talks about how we can use the extension to source candidates and how the extension can be set-up. 

One of the best features of the platform is the extension that makes sourcing fun and mapping candidates easier. The Wisestep extension works on Dice, Monster, LinkedIn Recruiter, CareerBuilder, TechFetch and a lot of other job boards. To set the extension, go to the apps section and add the extension to chrome. Once this is done, you can start the work. 

Mapping: The process of linking the right candidate to the right job while looking up for them on the external job boards is called mapping. On Wisestep, this works with the Wisestep Browser Extension. All that needs to be done is, adding it to chrome and then using it on the job boards.. All the candidates that are mapped for a particular job become a part of the talent pool. This helps in a lot of ways like:

1. If one of the recruiters in your workspace maps a candidate for a particular job, the other recruiters can see the conversation you have already had with the candidate. This saves everyone's time and also helps avoid duplicacy. Every information is available at the extension for the recruiters’ reference.

2. Since every candidate becomes a part of the internal talent pool, there is no need to go and back save resumes separately or look up for them at the external boards again and again. 

3. This also helps the recruiters in setting up tasks and reminders for themselves.

Open any job board that you use for sourcing candidates and start the process of looking for candidates. When you open any profile, the wisestep extension pops out with automatically populated fields. While working on a particular job, you just need to enter the Job ID in the extension so that all your work is mapped against the correct job. When you call a candidate, you can directly update the statuses, send the JD and schedule follow-ups, all from the extension itself. Clicking the “SAVE” option saves the candidate’s data into your talent pool. Similarly, when you make a submission, the extension allows you to update all the details there itself, thus making your job simpler.  

7. Setting Up the emails 

Wisestep also allows you to send emails from the platform itself while sourcing candidates or while working on any jobs. The senders’ email in all cases is yours. This feature not just makes sending emails simpler, but also, on an average, saves at least an hour of the recruiter's time. The recruiter no longer needs to switch back and forth between the mapping screen and the mailbox.  To use this feature, you first need to configure your email by clicking on the dashboard link or from the App Settings page.  Once this is done, you can go to the profile section,  add templates and signature to make the email sending process even simpler. 

Once you have the templates saved, you just need to select the send email option, select the template and click send. Since we have placeholders too, they automatically fetch the name and other details, hence saving time. 

Have any more questions or need some help, please feel free to drop an email at support@wisestepmail.com.