Recruitment Integration in Dash SaaS

Recruitment Dashboard

• After purchasing and installing this Add-On, go to the sidebar and search for the Recruitment Add-On.
• The Recruitment Dashboard provides a complete overview of your hiring activities. At the top, you’ll find a Career Page Link option to copy your career page URL for sharing.
• The dashboard displays three key cards showing Total Job Published, Total Job Expired, and Total Job Candidates to give you quick insights into your recruitment metrics.
• The Interview Schedule calendar shows all your upcoming interview appointments in a visual format. A vertical bar chart displays job-stage-wise application data, helping you track where candidates are in your hiring process. The Recently Created Jobs section shows your 5 most recent job postings for quick access.
• This dashboard connects to all recruitment data stored in the backend system and displays real-time information from your job postings, applications, and interview schedules.

Manage Job

• To create a new job posting, click the “Create” button at the top of the job management page. In the Job Details section, enter the job title, select status from the dropdown (Active or Inactive), add location, specify the number of positions, set salary range with salary from and salary to fields, choose start date and end date, and provide the address.
• In the Category Details section, select job type from the dropdown, choose job category (which comes from your Job Category system setup), pick recruitment type (Internal or Client), and select branch (from HRM system setup – this shows only when Internal is selected). If you choose Client, select from the client dropdown (from users with the client role). Choose between the existing link or the custom link for the job application using the radio buttons, add the job link, and fill in the skill box.
• The Job Checkboxes section lets you decide what information to request from candidates. Check “Need to ask?” boxes for Gender, Date of Birth, and Country if you want these fields. Check “Need to show option?” boxes for Profile Image, Resume, Cover Letter, and Terms and Conditions to display these options to applicants.
• In the Questions Checkboxes section, select custom questions that come from your Job Screening setup. Finally, add job description, job requirement, and if you checked Terms and Conditions, add those details as well.
• The list page shows all your jobs with columns for No, Location, Title, Start Date, End Date, Status (Active/Inactive), and Created At. Use the Search, Export, Reset or Reload, and Grid View buttons to manage your listings.

• In the Actions column, you can Save as Template (stores data in job template table), Copy Link (available after job status is posted), View (shows Job Details, Job Status Change, Question Details, Job Description, Job Requirement, Job Terms And Conditions Details, Job Application Details, plus Attachment, Notes, To Do, and Activity Log if those add-ons are enabled), also available edit, or delete functionality.

• Once you create jobs here, they automatically appear on your website’s frontend in multiple locations.
• On the Career Page and All Jobs Page, your job title, location, skills, job type, job category, and salary range display as job cards that candidates can browse and filter using the Location dropdown, Salary Range dropdown, Category checkbox list, Job Type checkbox list, and Vacancies checkbox list. Candidates can sort jobs by newest first, oldest first, or most vacancies, and use a keyword search to find specific jobs.
• When candidates click a job title, they are redirected to the Job Requirements page, where your job description, job requirements, and terms and conditions are displayed.
• The custom questions you selected will appear on the Apply now page when candidates click the Apply Now button, and any checkbox options you enabled (Profile Image, Resume, Cover Letter, Terms and Conditions) will show as form fields for candidate submission.

Manage Create Job

• To add a new job, click “Create” and fill in the Job Details section with job title, status dropdown (Active or Inactive), location, number of positions, salary from and to amounts, start date, end date, and address.
• Complete the Category Details by selecting job type, job category (from Job Category system setup), recruitment type (Internal or Client), and branch (from HRM system setup – shows when Internal is selected). For Client selection, choose from the client dropdown (users with the client role). Set job application as either an existing link or a custom link using radio buttons, add a job link, and enter skills in the skill box.
• Use Job Checkboxes to determine what candidate information to collect. Select “Need to ask?” options for Gender, Date Of Birth, and Country, and “Need to show option?” for Profile Image, Resume, Cover Letter, and Terms And Conditions.
• In Questions Checkboxes, choose custom questions from your Job Screening section. Add job description, job requirement, and terms and conditions (if the Terms and Conditions checkbox was selected).

Manage Job Template

• The list page displays all your saved templates with columns showing No, Title, End Date, Status (Active or Inactive), and Created At. You can use the Search, Export, Reset, Reload, and Grid View buttons to manage your templates.

• In the Actions column, you can Convert To Job (which stores the template data in the Jobs table), View (displays Job Template Details, Question Details, and Job Description), Edit to modify template details, or Delete to remove templates you no longer need.
• Templates are created when you use the “Save as Template” action from the Manage Job section, allowing you to quickly create similar job postings without starting from scratch.

Manage Job Application

• To create a new job application, click the “Create” button at the top of the job application page. Select the Job from the dropdown (comes from your job section) and choose Application Type (new or job candidate). If you select the “job candidate” type, choose from the Job Candidate dropdown (comes from your job candidate section).
• Fill in the applicant’s Name, Email, and Phone. Additional fields appear based on the job’s settings: Date Of Birth (if checked during job creation), Gender dropdown with Male/Female options (if gender was checked), Country field (if country was checked), State and City fields (if those were enabled), Cover Letter field (if cover letter option was checked), Profile file upload (if profile image was checked), and CV/Resume file upload (if resume was checked).
• Custom Questions text fields will appear based on the question checkboxes selected during job creation.
• The main list page shows applications in a Kanban view, organized by job stages (comes from Job Stages system setup). Use buttons for Search, Export, Reset or Reload, Archive Jobs (shows all archived applications), and List View (displays all applications in table format with the same form fields available, plus Archive Jobs, Grid View, option, and filters for Start Date, End Date, Stage dropdown, and Job dropdown).
• In List View, the table shows columns for Name, Job, Stage, CV/Resume, Rating, Created At, and Actions including Archive Job, Show (displays all application details), and Delete to remove a permanent data permanently.

• Additionally, Available Action column of the kanban view, you can Archive applications, View to show Job Application Details, Basic Details, Basic Information, Additional Details, Interview Schedule Details, Rating with question answers and applicant notes, plus Attachment, Notes, To Do, and Activity Log if those add-ons are enabled, or Delete applications.
• This section connects to job data from your Manage Job section and displays candidate information that will also be visible in the backend job candidate records.

Manage Archive Job Application

• The list page shows archived applications with columns for No, Name, Applied For, Rating, Applied At, and Resume. You can use the Search and Export, Reset, or Reload buttons to manage application data.
• In the Actions column, click View to see complete Job Application Details, including Basic Details, Basic Information, Additional Details, Interview Schedule Details, and Rating section with question answers and applicant notes. If enabled, you can also access Attachment, Notes, To Do, and Activity Log add-on features.
• Archived applications maintain all their original data and connections to job postings, allowing you to review past candidates while keeping your active application list organized.

Manage Job Candidate

• To add a new job candidate, click the “Create” button at the top of the job Candidate. Enter the candidate’s Name, select Candidate Category (from the Recruitment system setup), provide Email, Phone, Date Of Birth, and select Gender (Male or Female). Add Address details, including Country, State, and City. Upload the candidate’s Profile image and CV/Resume files, then add a Description about the candidate.
• The list page displays all candidates with Search, Export, Reset, and Reload buttons available. Use filters for Gender (Male/Female), Category dropdown, Country dropdown, and State dropdown, then click Apply to filter results or Reset to clear filters. The table shows columns for No, Name, Category, Email, Gender, Country, State, City, Profile, Resume, and Show Resume.
• In the Actions column, click Edit to access complete candidate management. The edit view includes an Experience tab with multiple sections: Manage Project (add Title, Organization, Start Date, End Date, Country, State, City, Reference yes/no option, and Description), and Manage Jobs (same fields as projects).

• Below the details, Manage Qualifications (same structure for educational background), Manage Skills (includes Type field plus standard details), Manage Awards (standard format for recognitions), and Manage Experience (detailed work history with Title, Organization, dates, location including Zip Code, Address, Phone, Email, Website, Experience Document upload, Reference enable radio button, and if enabled: Reference Full Name, Email, Phone, and Job Position).
• Additional sections include Manage Referrals (Title, Organization, dates, location, Experience Document, Reference yes/no, Description) and access to Attachment, Notes, To Do, and Activity Log add-ons if available. Each management section displays data in tables with Show, Edit, and Delete actions. You can also delete the entire candidate record.
• This candidate data integrates with the Job Application system, allowing you to select existing candidates when creating new applications.

Manage Job On-Boarding

• To create a new onboarding record, click “Create” open from which you have to select Type (Internal or Client). When you choose Internal, select Account from the branch dropdown (comes from HRM Add-on system setup). When you select Client, choose Account from the client dropdown (users with client role).
• Below the details, Select Job Candidate from your candidate database, set Joining Date, specify Days of Week, enter Salary amount, choose Salary Type (from Recruitment system setup), select Salary Duration (Monthly or Weekly), pick Job Type (Full Time or Part Time), and set Status (Pending, Cancel, or Confirm). When status is Confirmed, select Account Type from the Accounting Add-on bank account options.

• The list page shows all onboarding records with Search, Export, Grid View, and Create buttons. Table columns display No, Name, Job, Type, Account, Location, Applied At, Joining At, and Status (Pending, Cancel, Confirm).
• In the Actions column, several options become available based on status. When status is Confirmed, you can generate Offer Letter PDF and Offer Letter DOC files, and use the Convert to Employee function. After converting to an employee, a View button appears to show Employee Details. Standard Edit and Delete options are always available.
• This section connects candidate data from the Job Candidate section with job information and integrates with HRM and Accounting add-ons for a complete employee onboarding workflow.

Manage Job Screening

• To create screening questions, click “Create” and enter the Question text. Select Is Required (Yes or No) to make the question mandatory or optional. Choose Screening Type from your Recruitment system setup options, select Screen Indicator (also from system setup), and assign a Rating value.
• The list page displays all screening questions with Search, Export, Reset, or Reload buttons. The table shows columns for No, Question, Is Required, and Actions. In the Actions column, you can Edit questions to modify details or Delete questions you no longer need.
• These screening questions become available as custom questions in the Job creation process. When you select questions in the Questions Checkboxes section during job creation, they will appear on the frontend application form for candidates to answer.

Manage Interview Schedule

• To schedule an interview, click “Create” and select Job Candidate from your candidate database. Choose Assign Employee from the HRM Add-on employees list to designate the interviewer. Set an Interview Date and time for the appointment. If enabled, select Meeting Type between Zoom Meeting or Google Meet (these options appear only if the respective add-ons are activated). Add any relevant Comments about the interview.
• The main page displays a Calendar view showing all interview schedule data for the current month, plus a list of current month schedules below the calendar.
• Furthermore, in the Actions column, you can view complete Interview Schedule Details, edit appointments to modify timing or details, or delete interviews that are no longer needed.
• This scheduling data connects with candidate information from the Job Candidate section and employee data from the HRM add-on, and interview details appear in the Job Application view when candidates have scheduled interviews.
• On the website header, candidates will see a “Track Application” button. When they click this, a form opens asking for their Application ID and Email Address. After submitting the form, they navigate to the Application page, where their interview schedule is displayed. The schedule clearly shows two main fields: Date and Time.

System Setup Sections

Important Note: Only the sections configured through System Setup will be displayed on the website. Please ensure the desired sections are properly set up in the backend before they appear to visitors.

Frontend Website Sections