There are multiple buttons that allow you to quickly create a project on hireEZ, as highlighted in the screenshot below. You may create a project both before and after you start a search.
Create a Project before Launching a Search
To create a new project to save your searches in the future, click on either the Create Project link at the bottom of the Recent Projects list or the Create Project button on the Projects tab.
You will then be able to name your project and choose the hiring process that matches your needs.
Click on Next to invite other team members to join the project. Depending on the different roles you assign to them, your team members can source, edit the task and add notes/tags to the candidates' profiles, or screen through the list of candidates in the shared project.
Create a Project after You Start a Search
By clicking on Source Candidates from the upper left of the home screen, you can directly start your search. When you finish editing the filters, you may click on Save to Project on the right and create a new project . You will be able to edit the Name of the project and select the Hiring Process Template from here.
If you want to change the information after the project is created, you can click the three-dot button next to the project name.
You can Collaborate/Share the project with your team members by clicking "Change email visibility" as well.
You may also contact us at firstname.lastname@example.org or reach out to your Customer Success Manager to learn more about the workflow.
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