This section covers the essential recruiting elements to get started with RBox.
- You can perform these actions via a recruiter login in RBox.
- Each feature set is covered with a brief description and a list of the related objects which can be configured.
- Note that you need to complete system level configurations in RBox before you can perform these actions. To learn about these please read the following first part of this 2 part series on Getting Started with RBox: How to Start with RBox: Admin Perspective .
Recruiting users can perform all their regular activities including candidate management, working on job requirements, work tracking, work management, and reporting via a Recruiter Login.
The My Activity data folder is available both in the Workbench Navigator as well as the Reports module to enable recruiting users to view and manage their own work.
Recruiting Elements Covered
In this section we'll cover the following categories of recruiting elements:
1. Importing External Data
This group of actions covers importing your existing data such as client information, contact details, Job Descriptions etc, into RBox from MS Excel worksheets or .CSV files.
2. Candidate Sourcing Configuration
This set of actions covers setting up RBox integration with important candidate sources for adding candidates to the RBox database. This includes configuring PSAN addins for importing candidates from Job Boards and email:
3. Working With & Managing Candidate Database
This set of actions covers getting started with building your candidate database by adding candidates from the hard disk, from external sites such as Job Boards etc. Perform common actions on candidates within RBox viewing or editing candidate details in RBox, search relevant candidates in the database, email candidates asking for update resumes etc.
4. Setting up Business Relationships
Define business relationships for your recruitment process by adding client company details, company contact information, designation etc. for your business collaborators at the client side.
5. Managing Recruitment Work
Managing and track your work in RBox including activities performed, pending tasks, reminders, notifications etc. using the multiple tools and views provided by RBox.
6. Work with Tasks, Reminders & Notifications
Create tasks for important actions and follow-ups you need to perform with candidates, client etc. For example, screening calls, feedback on submittals etc. Use the Notification View for tracking all your pending tasks and the Notification Area for viewing important alerts.
7. Communication Management
Use full email functions via RBox once your email-id has been configured in the application. To enable faster email communications, you can define email templates for common scenarios with candidates and clients.
Also send email to candidate, clients, vendors etc. directly from RBox and track all communications that you're exchanging with clients and candidates.
8. Generating Reports
You can track all the work you do in RBox using the Reports module. Reports are available for different areas of work including Candidate Sourcing. You can also set up automatic reports to generate required reports automatically at pre-specified times based on the work status of assigned Jobs.
9. User Options & Configuration
You can set user-level options for your login-id to customize views and actions. This includes options such as the number of items to display in list panes such as Added Candidates etc., setting/changing your password, enabling/disabling automatic notifications for important recruitment events etc.
You can also customize RBox’s module navigators and list views to suit the way you work.
10. Miscellaneous Features
Refer to the following article for details of additional recruiter-level functions related to candidate and work management.
12. Additional Resources
Refer to the following additional resources to learn about RBox concepts and features: