Jobs

Welcome to the Jobs management module in RecruitAssist by CleanDesk AI! This guide will help you navigate the platform to create and manage jobs efficiently.

Table of Contents

  1. Accessing the Jobs Module

  2. Switching Views & Filters

  3. Creating a New Job

    1. Filling Out the Job Form

    2. Submitting the Job

    3. Examples & Tips

  4. Managing Jobs

  5. Managing Job Screenings

    1. Accessing Job Screenings

    2. Selecting Screening Questions

    3. Customizing Screening Questions

    4. Adding Custom Questions

    5. Submitting Screening

Accessing the Jobs Module

  1. On the left-hand menu, hover over and click 'Jobs'.

  2. From the submenu, select 'Job List'.

  3. The Job List view will open, displaying all available jobs.

Switching Views & Filters

  1. At the top of the Job List view, locate the Toggle Button.

  2. Use the toggle to switch between:

    • Table View: Displays jobs in a tabular format.

    • List View: Displays jobs in a more detailed list format.

  3. You will also find a dropdown menu that lets you switch between:

    • Jobs for Your Client.

    • Jobs for Your Office.

  4. Use the dropdown menu to filter jobs by status such as Open, Completed, On Hold, Withdrawn.

Creating a New Job

  1. To create a new job, click the Create button at the top of the screen.

  2. This will open the Add Job Form, where you can enter all relevant details for the new job.

  3. Filling out the job form: Make sure to complete the fields marked with a red asterisk (*):

    1. Customer Name: Select from the dropdown list.

    2. Job Code:

      • Click the Generate Code button for an automatically generated code.

      • Or, enter a custom code manually using your preferred format.

    3. Posted Date: Specify when the job is posted.

  4. Although some fields are not mandatory, completing them adds value. Here are some examples of fields that are crucial for a job posting, which we recommend that you fill in:

    1. Job Title: Add a clear and concise title.

    2. Job Description: Provide a detailed job description for better visibility. Use the formatting tools such as Bold and Underline to highlight the most important skills the job requires.

    3. Department: Assign the job to a relevant department.

    4. Job Location: Specify the location for the job.

    5. Employment Type: Indicate if the job is full-time, part-time, or contractual.

    6. Closing Date: Mention the last date for applications.

  5. After filling in all mandatory fields and important details, click the Submit button.

  6. The job will now appear in the Job List view.

  7. Use the Search Bar or filters to locate and manage the newly created job.

Examples & Tips for Job Creation

Example Job Posting:

  • Creating a Marketing Manager Job:

    • Customer Name: ABC Corp

    • Job Title: Marketing Manager

    • Job Description: Lead the marketing team in planning and executing marketing strategies. Responsibilities: Develop and execute integrated marketing campaigns, manage marketing budgets, conduct market research, analyze marketing data, build and maintain strong brand awareness, collaborate with cross-functional teams, and drive lead generation and customer acquisition.

      Skills Required: Excellent communication and interpersonal skills, strong analytical and problem-solving abilities, creativity and innovation, experience with digital marketing channels (SEO/SEM, social media, email marketing), project management skills, and a data-driven approach.

    • Department: Marketing

    • Job Location: New Delhi

    • Employment Type: Full-time

    • Salary Range: 5L-8L per annum

    • Posted Date: 01/01/2025

    • Closing Date: 15/01/2025

Tips:

  • Ensure that you complete the fields marked with a red asterisk (*); these are mandatory fields that must be completed before you can submit the form.

  • Although some fields are optional, providing detailed and comprehensive inputs significantly enhances the relevance of search results. Include clear and concise information, ensuring the use of essential keywords related to the job to improve its visibility and searchability.

  • In the Job Code field you can easily use a custom format as per your internal or client's specifications, by entering it manually (instead of clicking the Generate Code button).

  • Use the Upload button to include an image relevant to the job.

Following is a video showing how to create a job for your customer. The same process may be used for creating a job for your own company, by selecting My Office in the filter first.

Managing Jobs

Perform various actions on job profiles using the following features:

View Details

Click on a job to view detailed information such as job title, description, status, and more.

Edit

Click the Edit Button to modify job details such as job title, description, location, and more.

Manage Status

Change the job status to:

  • Open: For active jobs accepting applications

  • Completed: For jobs where the position is filled

  • On Hold: For temporarily paused jobs

  • Withdrawn: For jobs that are no longer active

Manage Screening

Enhance the recruitment process by adding or editing screening questions for candidates by clicking on Manage Screening:

  • Add new screening questions or edit existing ones.

  • Click Submit button to save the changes.

Manage Templates

Create templates to streamline communication with applicants:

  • Email Templates: Add email templates for notifications such as application submissions. Preview messages by clicking Preview button.

  • WhatsApp Templates: Add WhatsApp templates for notifications related to applications. Preview messages by clicking Preview button.

Scheduling Interviews

Schedule interviews efficiently with the following steps:

  1. Click Create Interview Slot button.

  2. Fill out the required fields:

    1. Title: Enter a descriptive title for the interview.

    2. Round Name: Specify the round (e.g., Initial Screening, Final Interview).

    3. Location: Indicate where the interview will take place.

    4. Time: Set the interview time.

    5. Duration: Specify the expected duration of the interview.

  3. Click the Submit button to create the interview slot.

Deleting Jobs

To remove a job, click the Delete button. Confirm the action to finalize deletion.

Tips for managing jobs:

  • Double-Check Before Making Changes: When editing job details, managing statuses, or adding templates, always review the information carefully before clicking Submit. This ensures accuracy and prevents errors that might affect the recruitment process.

  • Keep Communication Templates Updated: Regularly update email and WhatsApp templates to reflect the latest messaging tone, job-specific information, or company branding. Use the Preview feature to ensure messages are clear and professional before saving.

  • Organize Interview Scheduling: When scheduling interviews, ensure all required fields (e.g., time, location, and duration) are accurate and consider potential candidate availability. Providing clear titles and round names helps everyone stay aligned on the interview process.

Managing Job Screenings

This section guides you through creating, customizing and finalizing screening questions to streamline your candidate evaluation process.

Accessing Job Screenings

  1. In the left-hand menu, navigate to Jobs List and select it.

  2. Locate and select the job you wish to manage.

  3. Click on Manage Screening to begin.

Selecting Screening Questions

  1. Click on the Select Questions button.

  2. Review the list of available questions.

  3. Choose the questions you’d like to include by checking their respective boxes.

  4. Once you’ve made your selections, click Add to proceed.

Customizing Screening Questions

  1. On the next screen, you’ll see the list of selected questions.

  2. Edit the questions to suit your specific requirements.

  3. Adjust the order of the questions as needed.

  4. Define the question type, such as:

    • Text

    • Multiple Choice

    • Yes/No

Adding Custom Questions

  1. Click the Add New Question button.

  2. Enter the details for your custom question.

  3. If you choose Multiple Choice as the question type:

    • Click Add Option to create answer choices.

    • Add as many options as needed.

Submitting Your Screening

After finalizing your screening questions and customizations, click Submit to save and create your screening.

Tips for Job Screening:

Prioritize Key Qualifications: When selecting or creating screening questions, focus on the skills and qualifications that are most critical for the role. This ensures that your screening process effectively identifies the best candidates early on.

Test Your Screening: Before finalizing and submitting your screening, consider testing it by reviewing how the questions flow and ensuring all options are clear and concise. This can help avoid candidate confusion and improve the quality of responses.

References and Links

  • CleanDesk AI Official Website: Visit Here

  • RecruitAssist Documentation: View Documentation Here

  • Support: Contact Support at mail@cleandesk.ai

Congratulations! You are now equipped to create a jobs effectively in the Jobs management module of RecruitAssist. For further assistance, feel free to consult our support team or additional documentation.

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