Recruitment Marketing Public
Recruiter
As a Recruiter, you will have access to most functions and relevant data within the platform outside the Company and Organisation menu areas.
You can have access to:
- Dashboard on login
- Candidate CRM and candidate data
- Jobs: Under the Content Menu
- Blog: Under the Content Menu
- QR Codes: Under the Content Menu.
You will not have access to:
- Content menu items: Web Pages; Careers Websites and Calls-To-Action
- Company and Organisation menu areas
- Reports.
CRM menu
The following table lists the menu items accessible to this role type:
| Menu item | Details |
| Candidates | Click Candidates to view a list of all candidates and access their details. |
| Inbox | Click Inbox to display your inbox featuring messaging sent and received. For more information, see Shared Inbox. |
| Lists | Click Lists to view all system, smart and static lists. For more information, see the section on Lists. |
| Emails | Click Emails to manage emails of various types, including those in draft, sent and archived. |
| Chat Messages | Click Chat Messages to view SMS used in campaigns and workflows. |
| Workflows | Click Workflows to manage workflows. For more information, see the section on Workflows. |
| Import | Click Import to map fields to match a CSV, or JSON file to import. For more information, see Manually importing candidates. |
| Exports | Click Exports to view a list of exports in progress and completed. For more information, see Exporting a candidate list to Excel. |
Additional CRM Resources
- Bulk candidate actions
- Candidate Tags
- Candidate Favourites
- The Candidate Card
- Archiving and Unarchiving Candidates
- Manually Unsubscribing a Candidate from Emails
- Adding a candidate custom data field
- Simple candidate search
- Advanced candidate search
- Searching for candidates by custom form field entry
- Shared Inbox
- Creating and sending a saved reply
- Email pass-thru
- Projects
- Reminders
- Recruitment Marketing Widgets
- Manually importing candidate
- LinkedIn CRM Connect
Communication
- Creating and sending an email
- Candidate email verification
- Configuring candidate email verification
- Adding a tracking ID link to an email
- SMS text messaging
- Creating and bulk sending SMS text messages
- Sending an automated SMS text message
- Growing your talent network using the Chatbot
- Email themes
- Scheduling your email campaign
- Schedule a conversation
Workflows
- Recruitment Marketing Workflows
- User Triggered Workflows
- Creating a workflow
- Creating an auto-nurture workflow
- Creating an auto-nurture workflow based on application completion date
- Creating an automated email sequence
- Setting up an ATS status change workflow
- Setting up an if/else Workflow based on form field submission
- Triggering an automated Workflow using a Chatbot
- Tagging a Candidate Using Workflows
Sourcing Companion
Recruitment Events menu
The following table lists the menu items accessible to this role type:
| Menu item | Details |
| Events | Click Events to manage events which are required to then be able to use the kiosk app. For more information, see Creating an event for Capture App use with kiosk mode for iPad. |
| iOS Kiosk App | Click iOS Kiosk App to open a new tab with the Apple Store page for Clinch Capture. |
| Web Kiosk | Click Web Kiosk to configure Kiosk Mode. For more information, see Kiosk Mode. |
Content menu
The following table lists the menu items accessible to this role type:
| Menu item | Details |
| Jobs | Click Jobs to view a list of active jobs with options to save favourites as bookmarks and access archived jobs. For more information, see the section on Jobs. |
| Blogs | Click Blogs to access the Blogs tab within Web Pages. For more information, see Creating and managing blogs. |
| QR Codes | Click QR Codes to enter a URL and generate a QR code. For more information, see QR codes. |
Capture App
- Registering Capture App
- Adding candidates on the Capture App
- Using the Capture App in kiosk mode for iPad
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