Thrive streamlines the Project creation process with its user-friendly interface, extensive global database, and insightful data analysis. In Thrive, you can start a Project from anywhere in the app with just the Project title and the hiring company!
Create a New Project
After selecting Create Project, fill out the basic information below to get your Project started.
Title of your Project
Name of the Hiring Company. This must exist as a Company profile in Thrive.
The team Lead of the Project
Additional team members of the Project
Sharing & Access
You can now set Sharing Preferences (e.g., Restricted vs. Open) directly within this creation form, ensuring the right security settings are applied immediately.
Once all details are confirmed, click Create to launch the project.
Set Project Details
In the details section of the Project items such as listing the Position Description, adding a Project Note or viewing Analytics of the Project are all possible here. Please click the Project title to view the options.
Position
A Position description can be created manually or using our AI feature. Utilizing the AI feature will create a position description based on the Hiring Company and Project Title fields.
Notes
Select Add Note to create a note associated with the project. This will open a slide-out panel where you can draft your note while continuing to navigate the project.
Navigation: You can now browse the project details while drafting your note in the slide-out.
Visibility: Use the Split Button to Publish. By default, notes are shared to Internal users. Click the arrow to share with External users (Hiring Managers).
Notes that are not shared are automatically saved as private drafts.
Strategy
Targeted Tags
To add Tags, select the + Add Tag button and use the drop down list to scroll through items or type in the first few letters to find a specific tag
Tags will feed into the AI powered Thrive features such as candidate recommendations and the Position Description
Tags also make projects more discoverable to other teams to support future work
Target Companies
Adding Target Companies ensures the team is focused on the companies that matter most to the client.
To add a Target Company, select the '+' sign and search for the Company profile. Click the '+' icon to add the company to the Targeted Company list.
The Target Companies selected will also directly impact the Thrive candidate recommendations. Employees of these companies will be ranked higher than other potential candidates.
After a company is added as a Target Company, it can be set to 'Prioritize' so employees of this company will be ranked even higher in the candidate recommendations
When a Candidate in the Project is an employee of a Target Company, there will be a visible target on their avatar indicating this
Benchmark Candidates
Adding Benchmark Candidates here will indicate to the Search Team what the ideal candidate for this position would be.
Similar Projects
Other Projects that are similar to this one can be added to this page
Team
To add team members to the Project, use the + symbol at top right. Internal Team members or Hiring Team members can be added.
Analytics
Click here for further detail on Analytics
Activity
The Activity section of a Project, shows an activity timeline on the following:
Candidate Movements
Project Strategy
Project Details - User updates, position description updates, project status updates
Project Notes
Offers
The Activity timeline can be filtered by the type of Activity, Date and by Hiring Team only.
Set Project Status
Once the Project is created, the Project status is automatically set to 'Not Started'.
To change the Status, select the three dots to the right of your created Project in the Projects page and select Update Project Status. Select the appropriate Project status and click Update Status.
Change a project's status to any other stage (like Open, On Hold, or Closed) at any time. There is not set workflow.
Project Timeline View
See a detailed history of all project statuses, including start dates and durations, in a clear and organized view within the Overview tab of a project.
Add Project Statuses from the Timeline
Quickly log a new status and update your project's history directly from the new timeline section of the project's Overview tab.
3. Easily Edit Project Timelines
Correct or update your project's history by editing start dates and deleting statuses directly within the timeline table.
