Recruitment Integration in Dash SaaS

Introduction

The Recruitment software is a comprehensive platform designed to streamline the entire recruitment process from job posting to onboarding new employees. It allows you to manage job listings, applications, candidates, interviews, and onboarding in one integrated system. The software makes it easy to track applicants through various recruitment stages, schedule interviews, screen candidates, and generate offer letters.

How to Install the Recruitment Add-On?

To Set Up the Recruitment Add-On you can follow this link: Setup Add-On

How To Use The Recruitment Add-On?

Recruitment Dashboard

• A career page link button that allows you to copy the public job board URL to share with potential applicants.
• Information cards showing your Total Job Published, Total Job Expired, and Total Job Candidates for a quick overview of your recruitment activities.
• An Interview Schedule calendar that displays all upcoming interviews in a clear visual format.
• A vertical bar chart showing job-stage-wise application data to help you understand where candidates are in your recruitment pipeline.
• A section for Recently Created Jobs showing the 5 most recent job postings you’ve created.

Manage Job

To create a new job posting, click the “Create” button on the Manage Job page. Fill out the form with the following sections:

Job Details

• Enter the job title, select status (Active or Inactive), location, number of positions, salary range (from and to), start date, end date, and address.

Category Details

• Select the job type from the dropdown, job category from the dropdown (pulled from job category system setup), and recruitment type (Internal or Client).
• If you select “Internal”, choose a branch from the dropdown. If you select “Client”, select a client from the dropdown.
• For job application, select either “existing link” or “custom link”, and enter the job link if applicable. Add relevant skills in the skill box.

Job Checkboxes

• Select what information to request from applicants by checking boxes for Gender, Date Of Birth, and Country. Also select what application options to display by checking boxes for Profile Image, Resume, Cover Letter, and Terms And Conditions.

Questions Checkboxes

• Select custom questions for this job by checking the relevant questions from the job screening section.
• Complete the job posting by adding a job description, job requirements, and terms and conditions. You can view the terms and conditions after clicking on the check box in the job checkboxes.

On the list page, you can:

• Search, Export, or Create jobs
• Toggle between Grid View and List View
• View job details including Location, Title, Start Date, End Date, Status, and Creation Date
• With the help of an action column, you can save the job as a template, copy the link of the job, view the job, and you can also edit or delete the job whenever you want.
• If you click on the view button, you will see several tabs at the top of that page. The first tab is for details where you can see the job details and category details, the second tab is for questions where you can see the job questions and custom questions. After that comes the tab for description where you can see job description, job requirement, and the terms and conditions at last.
• Then comes the page for application, where you can create a new application with the help of the create button at the top, and also view or delete the application whenever you want. After that there is a tab for attachment where you can add attachment and also view the list of it.
• After this comes the tab for notes, where you can create new notes and also view, edit, and delete the notes. Similarly there is also a tab for ToDo, where you can create new ToDo tasks, and also view, edit, and delete them whenever you want. At last, there is a tab for activity log, where you can see the list of activity logs, search the staff and view the list of the activity logs of that employee, and delete the activity logs whenever you want.

Manage Job Template

• To manage your saved job templates, navigate to the Manage Job Template page. Here you can create reusable templates for similar job postings.
• The list page shows your saved templates with columns for Number, Title, End Date, Status, and Created At date.

Available actions include:

• Convert To Job (transfers the template data to create a new job posting)
• View (shows Job Template Details, Question Details, and Job Description)
• Edit (to modify the template)
• Delete (to remove the template)
• Use the buttons at the top to Search templates, Export your template list, Add new templates, or switch to Grid View.

Manage Job Application

• To create a new job application, click the “Create” button on the Manage Job Application page. Fill out the form with the following information.
• Select a Job from the dropdown menu (populated from the job section)
• Choose an Application Type (New or Job Candidate)
• If you selected “Job Candidate” as the application type, select the Job Candidate from the dropdown
• Complete the form with the applicant’s Name, Email, and Phone
• Depending on which fields were selected during job creation, you may also need to enter the Date Of Birth, Gender (Male or Female), Country, State, City, Cover letter, Profile (file upload), CV/Resume (file upload), and Custom Questions (as specified during job creation)
• On the list page, you can Search or Export applications, Add new applications, Archive job applications, and Toggle between List View and Kanban View. You will also see a filter button, through which you can easily search for job applications. Available filter fields include start date, end date, stage, and job, which allow you to filter applications accordingly.
• In the Table Columns, you will get to see details like Name, Job, Stage, Rating, Created At, and Resume.
• With the help of the Action column, you can Archive (to move applications to the archive), View, and Delete the applications easily.
• The Kanban View allows you to visually manage job applications by dragging and dropping them across different status stages, making it easier to track candidates through each phase of your recruitment pipeline.
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• When you click on the View button, you will see complete application information including necessary details. Here you will see several tabs. The first tab is for details where you can see basic details, where you can archive or delete the details, you can also change the status of that application by selecting the status, and that will update automatically. Beside this comes the basic information about that application, and at last there is a section for additional information where you can add the skills of that applicant.
• After that comes the tab for interview, where you can see the list of scheduled interviews, and also create new interview schedules with the help of the “create” button given at the top. Then comes the tab for rating where you can add the rating stars, question & Answers, and application notes. After this comes the tab for attachment where you can add the attachment and also view the list of it easily. Then after comes the page for notes, where you can create new notes with the help of “create” button, and also view the list of it, after this comes the tab for ToDo here you can create new ToDo tasks with the help of create button, and view the list of those tasks easily. At last, there is a tab for activity logs where you can see the list of activity logs and delete them whenever you want.
• An Archive icon is available at the top right corner. When clicked, it shows all archived job applications. These are displayed in a list format with the same columns and view options.
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Manage Archive Job Application

• To view archived job applications, navigate to the Manage Archive Job Application page. This shows applications that have been moved to the archive.
• The list page displays columns for Number, Name, Applied For, Rating, Applied At date, and Resume.
• You can Search or Export the archived applications list.
• The same functionality available in the Job Application View is also available when viewing an Archived Job Application.
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Manage Job Candidate

• To create a new job candidate record, click the “Create button on the Manage Job Candidate page. Fill out the form with the following information including Name, Candidate Category (selected from Recruitment system setup), Email, Phone, Date Of Birth, Gender (Male or Female), Address, Country, State, City, Profile (file upload), CV/Resume (file upload), Description.
• On the list page, you can search the candidate database, Export the candidate list, and create new candidates.
• The list shows columns for Number, Name, Category, Email, Gender, Country, State, City, Profile, Resume, and Show Resume.

Available actions include:

• With the help of the edit button, you can edit the details of the candidate like name, candidate category, email, phone, date of birth, gender, address, country, state, city, profile, CV/Resume, and description. Then comes the other tab from which you can easily edit the experience of that candidate, you can add or remove the experience easily. After this there is a tab for referrals where you can add new referrals and also view, edit, or delete them whenever you want. After this comes the tab for attachment from where you can add new attachments, and also view the list of it beside. Then after comes the page for notes, where you can create new notes with the help of “create” button, and also view the list of it, after this comes the tab for ToDo here you can create new ToDo tasks with the help of create button, and view the list of those tasks easily. At last, there is a tab for activity logs where you can see the list of activity logs and delete them whenever you want.
• Delete (to remove the candidate)
• You will also see a filter button, through which you can easily search for job candidates. Available filter fields include Gender, Category, Country, and State, which allow you to filter candidates accordingly.
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Manage Job On-Boarding

To create a new onboarding record, click the “Create” button on the Manage Job On-Boarding page. Fill out the form with the following information:

• Select the Type (Internal or Client)
• If you select “Internal”, choose an Account (branch) from the dropdown
• If you select “Client”, choose an Account (client) from the dropdown
• Select the Job Candidate from the dropdown
• Enter the joining date
• Specify Days of the week
• Enter the Salary and select the Salary Type from the dropdown
• Choose the Salary duration (Monthly or Weekly)
• Select the Job type (Full time or Part time)
• Set the Status (Pending, Cancel, or Confirm)
• If you select “Confirm”, choose an Account type from the dropdown

On the list page, you can:

• Search or Export the onboarding records
• Switch to Grid View
• Add new onboarding records

The list shows columns for Number, Name, Job, Type, Account, Location, Applied At date, Joining At date, and Status.

Available actions include:

• Offer letter PDF (available when status is “Confirm”)
• Offer letter DOC (available when status is “Confirm”)
• Convert to Employee (available when status is “Confirm”). This button allows you to convert a job candidate into an employee.
• View Employee Details (available after converting to employee)
• Edit (to modify onboarding details)
• Delete (to remove the onboarding record)
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Manage Job Screening

To create new screening questions, click the “Create” button on the Manage Job Screening page. Fill out the form with the following information:

• Question text
• Is Required (Yes or No)
• Screening Type (selected from Recruitment system setup)
• Screen Indicator (selected from Recruitment system setup)
• Rating

On the list page, you can:

• Search the questions database
• Export the question list
• Add new questions

The list shows columns for Question and Is Required status.

Available actions include:

• Edit (to modify question details)
• Delete (to remove the question)

Manage Interview Schedule

To create a new interview schedule, click the “Create” button on the Manage Interview Schedule page. Fill out the form with the following information:

1. Select the Job candidate from the dropdown
2. Select the Assign Employee from the dropdown
3. Enter the Interview Date and Interview Time
4. Choose the Meeting type (Zoom meeting or Google Meet) if these Add-ons are enabled
5. Add Comments about the interview

On the list page, you can:

• Search or Export interview schedules
• Add new interview schedules
• View schedules in Calendar format showing the current month’s schedule

Available actions include:

• View (to see detailed interview schedule information)
• Edit (to modify schedule details)
• Delete (to remove the schedule)

Career (Frontend)

The Career page is the public-facing job board where candidates can view and apply for open positions.

On this page, visitors can:

• Change the language using the Lang button
• Track their application status with the Track Application button
• View job listings with details about each position

For each job listing, visitors can:

• View job details
• Click “Read More” to see job requirements
• Click “Apply Now” to access the job application form

Manage Job Category

To create a new job category, click the “Create” button on the Manage Job Category page. Fill out the form by entering the Title of the category.

On the list page, you can see all your job categories displayed in the Category column.

Available actions include:

• Edit (to modify the category title)
• Delete (to remove the category)

Manage Job Stage

To create a new job stage, click the “Create” button on the Manage Job Stage page. Fill out the form by entering the Title of the stage.

On the list page, you can see all your job stages displayed in the Name column.

Available actions include:

• Edit (to modify the stage title)
• Delete (to remove the stage)

Manage Salary Type

To create a new salary type, click the “Create” button on the Manage Salary Type page. Fill out the form by entering the Name of the salary type.

On the list page, you can see all your salary types displayed in the Salary type column.

Available actions include:

• Edit (to modify the salary tyep name)
• Delete (to remove the salary)

Manage Candidate Category

To create a new candidate category, click the “Create” button on the Manage Candidate Category page. Fill out the form by entering the Name of the category.

On the list page, you can see all your candidate categories displayed in the Name column.

Available actions include:

• Edit (to modify the category name)
• Delete (to remove the category)

Manage Screening Type

To create a new screening type, click the “Create” button on the Manage Screening Type page. Fill out the form by entering the Name of the screening type.

On the list page, you can see all your screening types displayed in the Name column.

Available actions include:

• Edit (to modify the screening type name)
• Delete (to remove the screening type)

Manage Screen Indicator

To create a new screen indicator, click the “Create” button on the Manage Screen Indicator page. Fill out the form with the following information:

• Name of the screen indicator
• Screening Type (selected from the screening type Section)

On the list page, you can see all your screen indicators displayed with columns for Name and Screening type.

Available actions include:

• Edit (to modify the screen indicator details)
• Delete (to remove the screen indicator)

Manage Offer Letter Settings

• To configure your offer letter template, navigate to the Manage Offer Letter Settings page.
• The page displays a rich text editor (summernote) where you can format your offer letter document. You can also switch languages using the Lang button.
• To save your changes to the offer letter template, click the “Save changes” button.