Welcome to the Hiretual family! We're excited that you have started your Hiretual Professional account. Professional plan is best for individual recruiters or small teams that need volume sourcing or engagement. With this guide, we want to ensure that you're able to get comfortable using the platform in your day-to-day workflow as easily as possible.
This guide will be highlighting some of the key features of Hiretual Professional, including:
Part 1: AI Sourcing
Start an AI sourcing task by going to the top left corner, then click on Source Candidates. By simply inputting your criteria on the left, Hiretual will automatically pull out top talents for you to choose on the right-hand side.
We offer general filters that include job titles, location, skill sets, experience, and keywords search for Professional users. In addition, you could use company filters to target your search in a list of companies or specific industries. You may input more detailed requirements in the experience field to define candidates' professional backgrounds further. There are also education filters and language filters to refine the results.
On the right-hand side, you may click on the View insights tab to check what Hiretual is searching for within the parameters you provided and the real-time breakdown of the talent pool. Power filters below could help you further narrow down your search.
After you finish your criteria, please directly click on Save to Project at the top right corner. Then it will lead you to the search results tab inside a project, where you can check the candidate profiles and go from there.
Under the Search Results tab, you can still refine your criteria, and candidates will update on the right.
You may click on a candidate's name to check out the detailed profile. Hiretual grabs information from all over the open web and generates them into one profile for you. Choose good fit/not a fit at the top bar to filter these candidates. All the good fit candidates will go straight to the pipeline, where you can engage, export, and do talent management.
*For detailed instructions of AI sourcing, please refer to the following articles:
Part 2 Email Engagement
Select your good fit candidates, click on Email, and the Email compose window will pop up.
Customized variables: The variables offer the capability to customize bulk email into a personalized email when you send to more than one candidate. You can personalize the candidate's first name, full name, current company, current title, location, and more.
Email insights: The AI will analyze your title and email content to give you suggestions on gaining a higher response rate.
Poll: You can use the Poll to provide quick response choices to your candidates.
Click on USE SEQUENCE to set up an email sequence, which includes the 1st touch email and a few follow-ups so that our system can help track your candidates.
Track Email Performances / Prepare Templates
You may go to Messages -> Outbox to track if your candidates have opened your Email, click on the link inserted, or replied. You may quickly filter out candidates who have responded to your poll in your inbox as well.
Under the Messages tab, you may select Sequences / Templates to create or manage your single email templates or sequence templates.
*For detailed instructions of email engagement, please refer to the following articles:
Part 3 Export Candidates
You will be able to select multiple candidates under a specific pipeline stage, then choose export to bulk export them to the spreadsheet. You may also choose an ATS/CRM template, which you can use to import into the corresponding ATS/CRM.
If you would like to export a single candidate's resume, please go directly to their detailed profile and click on the three-dot icon at the top. Select Export as PDF afterwards to download the resume on your device.
*For detailed instructions of exporting candidates, please refer to the following article:
Part 4 Talent Management
Customize Hiring Processes
To customize your hiring process, please directly go to Profile Settings->Product Settings->Hiring Process to create or manage your hiring process templates. You may go to the Project Settings under a project to choose a different hiring process.
You may directly click on "+" at the end of the pipeline bar and select the new hiring process template from the drop-down menu in the pop-up window to modify your hiring stages. You can also create a new hiring process from here.
Manage Candidates in Pipeline
After you email candidates, they will be automatically moved to the Contacted stage. After that, you may also select these candidates and move them to the next stage. Click on the three-dot icon at the right of the bar to tag, put a note, set a reminder on the candidates, or copy to a different project.
The More Filter menu on the upper right corner allows you to screen candidates with additional criteria. You may also put a keyword in the search bar next to it to find a candidate in your current pipeline.
*For detailed instructions on talent management, please refer to the following article:
Part 5 Performance Reports
You may go to your Reports to check your performances and have them exported to share with your teammates/supervisor.
*For detailed instructions of performance reports, please refer to the following article:
If you have more questions, please reach out to email@example.com. We're happy to help!