HireXpert UserGuide| Talentxpert

Employer
Agency

How to use HireXpert’s ATS- Workbench and what are the benefits of it?

This entire recruitment process which was previously or traditionally maintain by using Excels sheets and long Email chains, is now simplified and automated by HireXpert’s ATS- Workbench.

Let’s see what can be done using HireXpert ATS-Workbench:

HireXpert ATS- Workbench allows recruiters to create a detailed Job Opening without missing any job details.
Recruiter can easily share this opening with their internal team or third party recruitment agency vendor by just one click.
ATS-Work Bench helps recruiter to add and manage candidates without any juggle. Infact in a single screen recruiter can check and manage candidates submitted by his internal team and by other third party agencies vendor who are engaged on this position.
On the top of every column, Number of cards present in that column is mentioned. User can filter or search any desired candidates by Appling filter present on top.
For example if a recruiter wants to find “Harsh” candidate he can mention his name in filter and can search.
By just one quick glance, recruiter will have 100% clarity on the Job Opening. It helps them to understand how many candidates are added on to the Job, which all candidates are screened, which are intervened with round 1, 2 and so on, who all are rejected, who are selected and who are offered job.
On top of all of these if recruiter wants to find some third party recruitment agencies to work on this position, so by just one click they can share these opening on Marketplace by setting their own T&C. Marketplace is nothing but a network of recruitment agencies, where openings will be broadcasted to HireXpert registered agency partners and they will start sending their interest to work on your opening. In this way you can decide to choose best suitable one or multiple agencies to work on your opening.
AST Work bench does not allow any recruitment vendor or internal team to submit duplicate candidates which saves lot of recruiter’s time spent on duplication disputes and screening such candidates.
In short HireXpert ATS-Workbench is the most useful and user-friendly platform to track and manage candidates receiving from various sourcing on the job.

How to add Job?

Give appropriate ‘Job Title’.
Fill in all mandatory fields on this form.
Mention required skills for this job.
Fill in mandatory fields for job skills.
Click on ‘Submit’ to save and exit.
Click on ‘Close’ button to exit without saving job details.

How to add a candidate?

Go to workbench. Select an appropriate job from jobs list for which you need to add a candidate.
Click on ‘+ Candidate’ button.
Enter email id of the candidate which you want to add and click on ‘Find’ button.
Fill in mandatory fields for job skills.
If candidate is already added by any user, all information will be fetched.
Click on ‘Submit’ to save and exit.
Click on ‘Close’ button to exit without saving job details.

How to add Agency?

Go to agency tab.
Click on +Add button.
Fill all details and click on Submit button.
Click on Delete button to delete a particular agency.

How to share job with Agency?

Select an appropriate job from jobs list.
Click on ‘Share With Agency’ button. Once job is shared, it cannot be unshared.
Select and share with one or multiple agencies.
Employer can Block/Unblock agencies by selecting this button.

How to share job with Team Member?

Select an appropriate job from jobs list for which you need to share with a team.
Click on ‘Share With Team’ button.
Select and share job with one or multiple team members. Once job is shared, it cannot be unshared.
Employer can Block/Unblock team member by selecting this button.
If ‘Can share Job’ checkbox is selected, this team member can share current job with other team members.
If ‘Can see All Candidates’ checkbox is selected, this team member can view all candidates who are associated with this current job.

How to add Questionnaire?

Select an appropriate job from jobs list for which you need to create a questionnaire.
Click on ‘+ Questionnaire’ button.
Add desired question and answers along with marks to them.
Click on ‘Save Changes’ button to save.
Add cutoff %.
Click on ‘Submit’ to save changes made for this questionnaire.
Questions in a questionnaire can be edited or deleted anytime.
Questionnaire can be removed along with all questions inside it anytime.

How to view candidate Screening Details for a job?

Select an appropriate job from jobs list.
Click on ‘Screening’ button.
Click on ‘Details’ button to view the answers of particular candidate for questionnaire.

How to add Team Member?

Go to team tab.
Click on +Add button.
Fill all details and click on Submit button.
Click on Delete button to delete a particular team member.

How CV Parsing works?

CV parsing functionality is used to parse bunch of CV’s for a particular job. Using this functionality agency or employer can easily find appropriate candidates for a particular job.

Paste CV

Select job from jobs dropdown list.Select ‘Paste CV’ radio button.Add CV content in the text area and Click on ‘Parse CV’ button.
With this you can view Candidate details in the grid below.

Upload CV

In this files only in .pdf, .docx, .txt , .doc & .zip format are supported. Maximum size of these files should be 5 MBs. To parse the CV, there has to be at least one job in job dropdown list.

Select job from jobs dropdown list and Select ‘Upload CV’ radio button.
Click on browse button.
Select a single CV or a bunch of CVs and then click on ‘Parse CVs’ button.
With this you can view Candidate details in the grid below.

Skill Match Score

After clicking on skill match score ‘Skill Details’ will open.
In this section the matched skills are shown which are required by the job and the candidate should possess.
‘Is verified’ field tells whether this candidate already exists in HireXpert database.

File Name

After clicking on this link the resume of that particular candidate will be downloaded.

Add to Job

After clicking on ‘add to job’ button, user will be redirected to ‘Add Candidate’ page.
Fill all details and click on ‘Save’ button to add the candidate for that job.

What is HireXpert Marketplace and How to share Job on Marketplace?

What is Marketplace?

Employer who are seeking help of third party agency vendor to work on their Job Openings, They can share those Job Opening on Marketplace with the T&C and % commission they will offer.

How to share Job on Marketplace:

Click on “Hire”, then select “Application Track”.
Select appropriate Job from the drop down list which you want to share.
Click on the Hemberger menu and choose “share with Marketplace” option.
Enter Commission and other T&C on which you would like agency vendor to engage on this opening.
Our Support Team will review the Job if all the details are properly mentioned, once it is approved by them. Your Job will be visible on Marketplace. Which you can check by visiting to Marketplace.
Employer can check, How many agencies has sent proposal to them, what is agency CV selection ratio, what is the status of the proposal? They can review and Accept/Reject the proposal.

What is CV Store and How it functions?

CV Store is the repository of candidate CVs. On this page users can find candidates for required job along with all candidate details.

Filters

Using filters users can search candidate data for their jobs. Users can change filters manually according to their requirement.

Select job from Jobs dropdown, the filters will set to selected job’s requirements by default.
Now click on Search button and user will get all candidate data matching to requirements (if available).

View Detail

By clicking on ‘View Detail’ button users can see all information of that candidate. There will be some nominal charges which are mentioned on the Pricing page.

CV Download

Using ‘CV Download’ button user can download CV of that candidate

Add To Job

Using ‘Add to Job’ button user will directly add this candidate to selected job. After adding candidate for job that candidate will not be shown in list. This candidate will be in Workbench tab for the same job.

Tag Matched

Using ‘Tag Matched’ button user can tag this particular candidate as ‘Matched’ for future reference of the selected job. He can view this by selecting ‘Matched’ filter in upper right corner ‘Tag’.

Tag Unmatched

Using ‘Tag Unmatched’ button user can tag this particular candidate as ‘Unmatched’ so that this candidate is not shown in future for this selected job. Though, he can view this by selecting ‘Unmatched’ filter in upper right corner ‘Tag’.

Tag Favourite

Using ‘Tag Favourite’ button user can tag this particular candidate as ‘Favourite’ for future reference of the selected job. He can view this by selecting ‘Favourite’ filter in upper right corner ‘Tag’.

What is Job Board and How it functions?

Job Board is available on home page where user (candidate) can see jobs and apply with or without login.

To apply for job click on ‘More jobs’ link.
Apply filter as per your requirement and click on Search button.

Job Details

After clicking on job details user (candidate) can see all details about job.

Apply

Apply button is used to apply for job. After clicking on apply button system will ask user whether he wants to apply with or without login.

If the candidate is already a user of HireXpert, we would recommend to login and apply so that all his information will automatically pop-up as per this profile.

CV Download

Using ‘CV Download’ button user can download CV of that candidate

Login

After clicking on ‘Login’ button Login popup will appear.
Enter candidate email id, password and click on sign in button.
Fill all details and click on Apply button.
User will get success message.

Apply Without Login

After clicking on ‘Apply without Login’ button ‘Apply For Job’ popup will appear.
Fill all details and click on Apply button.
User will get success message.

What is Job Application and How it functions?

How to review Job Applications:

Click on job application tab.
Select job from jobs drop down.
After clicking on Search button Job Applications are shown (if available).
You can select filter and summary option to analyze and narrow down your search based on the informative data available.
Also you can Tag candidate as Good Match, Not match, Favorite or rejected for your later references which can be viewed from Tag option available above in the filter menu.
Sort by menu will help you in sorting results as per desired selection.
In every candidate card we show Profile and Skill Match score, You can decided to choose the weightage or sequence for this calculation. To do so, just choose the Scoring Preference Button and Drag and move the options. Keep the highest preferred option on Top and lowest on bottom.

View Details

Using ‘view Details’ button user is able see all details of candidate. Please note that this is chargeable.

Add to job

Using ‘view Details’ button user is able see all details of candidate.

Click on ‘Add To Job’ job button.
Fill all the details and click on submit button.
Candidate will be visible on workbench under that particular job.
That candidate’s information will be removed from Job Applications page now.

CV Download

Using ‘CV Download’ user is able to download CV of that candidate.

How to use HireXpert’s ATS- Workbench and what are the benefits of it?

This entire recruitment process which was previously or traditionally maintain by using Excels sheets and long Email chains, is now simplified and automated by HireXpert’s ATS- Workbench.

Let’s see what can be done using HireXpert ATS-Workbench:

HireXpert ATS- Workbench allows recruiters to create a detailed Job Opening without missing any job details.
Recruiter can easily share this opening with their internal team or third party recruitment agency vendor by just one click.
ATS-Work Bench helps recruiter to add and manage candidates without any juggle. Infact in a single screen recruiter can check and manage candidates submitted by his internal team and by other third party agencies vendor who are engaged on this position.
On the top of every column, Number of cards present in that column is mentioned. User can filter or search any desired candidates by Appling filter present on top.
For example if a recruiter wants to find “Harsh” candidate he can mention his name in filter and can search.
By just one quick glance, recruiter will have 100% clarity on the Job Opening. It helps them to understand how many candidates are added on to the Job, which all candidates are screened, which are intervened with round 1, 2 and so on, who all are rejected, who are selected and who are offered job.
On top of all of these if recruiter wants to find some third party recruitment agencies to work on this position, so by just one click they can share these opening on Marketplace by setting their own T&C. Marketplace is nothing but a network of recruitment agencies, where openings will be broadcasted to HireXpert registered agency partners and they will start sending their interest to work on your opening. In this way you can decide to choose best suitable one or multiple agencies to work on your opening.
AST Work bench does not allow any recruitment vendor or internal team to submit duplicate candidates which saves lot of recruiter’s time spent on duplication disputes and screening such candidates.
In short HireXpert ATS-Workbench is the most useful and user-friendly platform to track and manage candidates receiving from various sourcing on the job.

How to add job?

Give appropriate ‘Job Title’.
Fill in all mandatory fields on this form.
Select an employer from Employer dropdown list for which this position is open. If there is no employer in the dropdown, please click on + button and add one.
Mention required skills for this job.
Fill in mandatory fields for job skills.
Click on ‘Submit’ to save and exit.

How to edit job?

Go to Workbench tab. Select an appropriate job which needs to be edited and click on ‘Edit Job’ button.
Make necessary changes on the ‘Edit Job’ page.
Click on ‘Submit’ to save and exit.

How to add candidate?

Go to workbench. Select an appropriate job from jobs list for which you need to add a candidate.
Click on ‘+ Candidate’ button.
Enter email id of the candidate which you want to add and click on ‘Find’ button.
Fill in mandatory fields for job skills.
If candidate is already added by any user, all information will be fetched.
Click on ‘Submit’ to save and exit.
Click on ‘Close’ button to exit without saving job details.

How to share job with Team?

Select an appropriate job from jobs list for which you need to share with a team.
Click on ‘Share With Team’ button.
Select and share job with one or multiple team members. Once job is shared, it cannot be unshared.
Employer can Block/Unblock team member by selecting this button.
If ‘Can Share Job’ checkbox is selected, this team member can share current job with other team members.
If ‘Can See All Candidates’ checkbox is selected, this team member can view all candidates who are associated with this current job.

How to add and Delete Employer?

Click on Employer tab.
Click on +Add button.
Fill all details and click on Submit button.
Click on Delete button to delete a particular Employer.