Business Rules Engine
One Click, Infinite Possibilities
Increase Productivity
Notes, tasks, and appointments can be generated automatically, keeping recruiters on schedule. Automated touch-points via texting and email keep clients, candidates, and internal users in the loop. All of your bases are covered.
Streamline Procedures
Simply view a record or update a field to complete several tasks at once. In combination, custom triggers and actions create a dynamic work process that enables users to spend less time on administrative tasks and more time generating revenue.
Keep Records Relevant
Time-based triggers keep records up to date. Program the Recruiting Rules Engine to set a contact’s status to inactive when it hasn’t been viewed in 6 months. Or, send an internal email about job orders that have been open for more than three weeks. The Recruiting Rules Engine is completely customizable to fit the way you work.
It can be difficult to stay on course when working multiple job orders and communicating with a large pool of candidates. Even the best intentions to set up tasks, update candidate records, and keep in contact can fall through the cracks of a busy day.
The Recruiting Rules Engine sets everyday procedures into motion with custom triggers and actions. Field updates, emails, texts, tasks, notes, and appointments can be generated automatically to keep recruiters on task while reducing their administrative responsibilities within the application.
Here are a few rules you could use in your firm
This action makes a field required before a user can save a record. This helps keep your data (candidates, hiring managers, job orders etc…) clean and consistent.
Example:
Compensation and Type must be completed prior to saving a candidate with an Active status.
This action suggests a field or fields when the user attempts to save a record. This can help remind your recruiters to fill in important details.
Example:
Add at least one reference and an email address before saving a record.
This action pops an alert box. Alerts can be set to remind a user to perform a task or follow-up.
Example:
A company contact with the status of Active has not been contacted for the last 3 months. As soon as an Account Manager enters the record an alert can notify them that this contact eshould be called.
You can create a note/task/appointment for a user based on record changes or events. These updates can be set to fire immediately or sometime in the future.
Example:
A candidate had 2 new references entered on their record, create a task
to contact the references for a potential sales lead in 3 days.
Fields are powerful and can impact other fields, perform calculations or simply be updated based on a trigger.
Example:
Score a candidate based on their profile completeness. A phone number is worth 10 points, an email is worth 25 points, 2 activities
is worth 20 points etc… – If a candidate has more than 50 points update their status to HOT.
Automating transactional email is a huge time saver - especially when you're sending hundreds per day. This can help reduce the time needed to send a standard email or even a text message.
Example:
If a company contact is entered with an email address but no phone number and a status of target, send an email with some examples of previous placements.
Changing the view or layout for certain groups or individuals helps reduce data security headaches from within.
Example:
A candidate has a status of placed and the record is being viewed by Bob Jones(a recruiter, not a manager), hide the current compensation field and make the address read only.
