Do you need to have more steps in a recruitment process and differentiate the interviews? Teamio can do that, and you can create your own steps in a recruitment process or modify preset templates. You can simply add the created or modified templates to a new recruitment campaign.
How does it work?
To add steps to the recruitment, you need to create/edit settings in Teamio for recruitment process templates. Templates can be created/modified by the master user and HR manager. You can create several templates, even a new template for each recruitment campaign. Then, when posting a new vacancy, you just need to select the recruitment process that suits you.
Custom recruitment process in Settings
Button to create a new recruitment process
Creating a custom template
When creating your own recruitment process, it is possible to create steps between the Not evaluated and Hired statuses. You cannot add another step after Hired, so Hired is the last step in every recruitment process in Teamio.
You can name the steps entirely as you wish. The name field is limited to 20 characters. When creating steps, it is always necessary to select the step type, which you can name freely:
Preselected type – mainly serves for internal steps where you do not need to notify the candidate that they have been moved to the next stage.
Interview type – this type will always offer you the option to send the candidate an invitation, so this type of step already considers communication with the candidate. But it is up to you whether you send the message to the candidate or not.
Offer type – this is the final step of the recruitment process. After moving the candidate to this step, sending a message is not automatically set. You can choose whether to send a message via the action Write to candidate.
Other type – you can insert this type of step among other steps whenever you need to provide an intermediate stage in the recruitment and name it as required. Here too, after moving the candidate to this step, sending a message is not automatically set. You can again choose whether to send a message via the action Write to candidate.
The order of these types is also important. It is not possible to place Preselected type before Interview type. Once you insert Offer type into the recruitment process, you can only continue with this type or with Other type.
Teamio templates
To assist or inspire you with recruitment as much as possible, we have prepared Teamio templates for you, which will be displayed automatically without you having created your own template. You can freely edit Teamio templates and customize them for each individual recruitment campaign as necessary. For example, do you need one more round of interviews? No problem, just add another step in Settings via the button Custom recruitment process, where you will also find Teamio templates.
TIP: You can change or edit templates during an ongoing recruitment campaign. Read more below.
What preset templates can you find in Teamio?
Standard template - a type of template where you will find the most commonly used steps in a recruitment process. The standard template cannot be edited or the name of the template itself changed.
Teamio template: With recruitment examinations - this type of template is suitable if you know that you will involve line managers in the recruitment campaign and candidates will undergo psychological and medical examinations before starting.
Teamio template: Multi-stage interview - suitable for the selection process of managerial and office positions (so-called Gold and White collars), often has multiple rounds of interviews. There is a greater emphasis on fitting into the company culture and getting along with a number of supervisors right away.
Teamio template: Telephone preselection - a short recruitment process with two steps for phone calls at the beginning and a trial shift. This type of template is suitable for candidates known as Blue collar.
Teamio template: Initial training - this template is suitable for thoroughly sorting candidates into the best and then those sufficiently good, who will only be considered if needed. In addition to sorting candidates, you will also find two rounds of interviews, initial training, and more in the template. It is suitable for what is referred to as Mid-level positions.
Please note: For both custom and Teamio templates, the first and last steps cannot be changed, namely the statuses Not Evaluated and Hired. These steps are an essential part of every recruitment process, therefore these steps cannot be edited and are marked with a padlock.
New recruitment process
TIP: Do you need to adjust the order of steps, and do not want to create another template? Just go to Settings via the Custom recruitment process button. Select the template for which you want to adjust the steps, grab the specific step via the dots on the left and move it up or down according to where you wish to place that step.
Moving steps in Custom recruitment process
Assigning a template to a recruitment campaign
Once you have created the templates, you can simply select which one you need to use when posting a recruitment campaign. Right in the first step of posting, you will find a field where both preset and custom templates will be offered to you. You can always view template previews to ensure you are selecting the right one.
Template settings in the 1st step of posting a vacancy
Viewing template previews
Where will the template be displayed?
The template will be displayed in the Overview and Candidate list tabs. In the new tab Overview, you can see candidates in the form of cards that you can move from one column to another. The columns are named exactly according to the template you chose when creating the recruitment campaign.
Please note: You can move the candidate cards within the recruitment process not only forward, but even back to previous steps if required.
Editing and deleting templates in Settings
If you decide to delete or edit some templates, it is possible. If you edit the template in Settings --> Custom recruitment process, then for recruitment campaigns where this template has already been used, nothing will change and the original template will be preserved. It will only be possible to use the modified template for new campaigns.
The same applies to deleting a template - for recruitment campaigns where the template is used, after its deletion it will remain. You just won't be able to use it for new ones.
Editing a template for an active recruitment campaign
If you need to modify the template of your custom recruitment process for a selected active recruitment, it is possible. Just click on the three dots anywhere within the recruitment (in Overview, Candidate list, or Recruitment information) and select Edit recruitment process.
In this case, you are not editing the template for all recruitment campaigns where it is used, but you are modifying the process only for this one specific recruitment campaign. In all other campaigns where the template is used, the recruitment process remains as the original.
Within the modifications, you can change the names of individual steps, their order, delete some steps, or add others. In the case of changing the order, the candidates currently in that step will of course be moved as well. When deleting the selected step, Teamio will ask you where to move the candidates from this step.
When deleting the Preselect for LM step, it is necessary to move the candidates to another step that is still present in the recruitment process.
If you want to change the entire template in an ongoing recruitment process to another, Teamio will prompt you again to move candidates from all steps of the original template to the individual steps of the newly selected template.
Change template
Manual transfer of candidates to the individual steps of the newly selected template