🧠 Project Template of the Month: Hiring Process (HR)
Let's take a look at how your hiring process can be streamlined using MeisterTask. We've already looked at using MindMeister to outline roles and responsibilities in this company structure org chart. Now, we'll dive deeper into the world of recruitment, exploring how MeisterTask can be used to save recruiters time 🕚 and effort 💪 in their hiring journey.
If you work in recruitment, you know that the recruiting pipeline can be chaotic. With so many stages involved, it's difficult to not feel overwhelmed or lost at some point. With MeisterTask, you can create as many sections as you need in order to gain better visibility and clarity over the entire process. Plus, you can move each open position across the Kanban board from left to right to maintain a clear understanding of where progress is necessary. The board covers the entire recruitment process from open positions to filled positions 😍.
All team managers have access to the project and can submit a request for hiring a new employee in the first column. This begins the hiring process. Next, the content ✏️ and design 🎨 teams (in most companies) will use their skills to help recruitment fill open positions.
Using Task Templates to Ensure Necessary Information is Provided
@Anna Ksiezarczyk added a task template to the first section of her project. Any team manager can submit a request for hiring a new employee in this section by duplicating and editing the template. Creating a new task in the Incoming Roles section allows the People & Culture team to begin the hiring process.
- Category: Commercial, Engineering
- Level of Seniority: Junior, Intermediate, Senior, Higher-Level
- Priority Level: Low-, Medium-, High-Priority
- Type of Job: Remote
Exploring the Job Description Section and its Features
The Job Description section is where requests are added for the Content team to write job descriptions which can be posted across various platforms.
To ensure a smooth hiring process, Anna added the Task Assignment automation to this section. This means that as soon as a request is added, it will automatically be assigned to the Content Manager. Anna also used the Update Due Date automation to drive efficiency and progress by automatically giving the Content team 7 days to complete the task. Though the due date can be edited in response to circumstances, having it there as a guide is a great way to get things moving 🚴♀️ .
The Job Description section also has a task limit of 10 tasks. This means that nobody within this section can be assigned more than 10 tasks at any one time. Again, this supports efficiency and the successful completion of tasks by preventing overload 💪.
Once the job description is written, the Content team is encouraged to provide a link to the description in MeisterNote (thanks to custom fields 🎉), mark the relevant checklist items as completed (go checklist templates! 🥳), attach a PDF file, and move the task to the Design Job Ad section.
Using Automations to Ensure the Ad is Designed and Posted
Tasks are moved from the Job Description column to Design Job Ad. As mentioned above, a Task Assignment automation automatically assigns tasks to the Design Lead. Once the design is uploaded to the task, it can be moved to the Ready to Post column.
The Ready to Post column has 3 automations. Firstly, tasks are automatically assigned to a representative of the People and Culture Team. Secondly, a checklist is added with the recruitment platforms to provide an overview of where ads have been posted. Thirdly, the due date automation ensures all job ads are posted within 3 days of being designed.
These automations help enforce quality and consistency. The assignment creates responsibility and accountability, the checklist ensures all aspects of the task are complete, and the due date keeps everything running smoothly.
Once the task has been moved to Live Posts, two new checklists are automatically added:
- Sourcing - to indicate whether we are looking for internal and/or external candidates
- Screening - to indicate hiring progress
An ONGOING tag has been added to clearly distinguish between active and inactive ads. Typically, posts are online for 30 days. This is supported with an Update Due Date automation set to 30 days.
Want to explore further? Import the json file linked below to your own MeisterTask account 😍!
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