EZ Intake is an automated job kick-off process for hiring team members to reach alignment upfront and build a sourcing strategy with clear expectations on day 1. For users who have the existing job description to parse, EZ Intake will be super helpful to upload the job description at the very beginning to get the project started.
This function currently is only available in our new business plan. There are two ways to get it started.
- Two Ways to Start Intake
- Step-by-step Guidance on Intake
Two Ways to Start Intake
Start from Creating Project
As a recruiter, you can first create a project and invite your hiring manager to the project. You can select existing team members from the drop-down list, or enter the hiring manager’s email address to invite new users to the project.
Clicking "Start an intake" to create the project, you will then be able to enter the intake page.
Start from Existing Project
Choose the project and click the intake tab.
Step-by-step Guidance on Intake
1. Uploading job description
After you enter the intake page, you will be able to enter the position’s name to upload the job description.
Note: The file can either be formats like .txt, .pdf, .doc, .docx, .rtf, and less than 5 MB. You can also click start from scratch and draft a new Job Description.
2. Edit job description and filters
After you finish uploading, you can see the Job Description with some highlighted keywords on the left side. On the right side, you can see different categories (Skills, Major, Degree, Years of Experience), and each section was categorized with must-have and prefer to have.
You can also review, drag and drop to adjust the keywords and post the questions for the hiring manager to answer when needed.
3. Choose questions to discuss with your hiring manager
When you scroll down, you will see a list of the most frequently asked questions to the hiring manager. You can also add customized questions for the hiring manager to answer.
4. Preview intake
After you finish preparing all the questions, you can click “Preview intake ” on the top to review the preview version the hiring manager will see.
5. Submit to the hiring manager
After reviewing and making sure everything is good to go, you can click ”Submit to the hiring manager” on the right. This will trigger a pop-up window, you can either select the team members from the drop-down menu or enter the user’s email address to invite them.
6. Resend for review
After you complete ‘Submit intake”, the hiring manager will receive an email notification, and you can track the job intake status. It can be Pending review or HM reviewed depending on when the hiring manager finishes reviewing it. If you haven’t heard back from the hiring manager, or they didn’t receive the notification, you can click “Resend for review” to remind them again.
7. After reviewing
While you receive the reviewed intake from the hiring manager, you can see all the changes and the replies the hiring manager has made. If you have more questions, you can reply to them in the comments section, or schedule a meeting with them to clarify some details.
7. Start sourcing
After all the details have been finalized, you can go sourcing via “Start sourcing”, and apply the filters that have been adjusted by the hiring manager. You can always add more sourcing filters or adjust existing ones.
You may also contact us at email@example.com or reach out to your Customer Success Manager to learn more about the workflow.