Recruiting Module

View learning aids that explain how to configure the Recruiting module and how to work with the requisition, candidate management, and offer and onboarding processes.

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Learning Aid		Description
General Recruiting Configuration	Dynamic Forms	Administrators create and manage dynamic forms, creating forms from scratch, and/or customizing forms to use throughout Talent Management for requisitions, applications, interviews, and more.
	Dynamic Form Fields and Field Blocks	Administrators create custom fields and field blocks for dynamic forms.
	Onboarding Administration	Administrators contribute to onboarding by uploading onboarding documents, creating onboarding bundles, and creating onboarding distribution lists. Once configured, the Onboarding process allows recruiting users to deliver onboarding documents to new hires and send internal communications to other departments relating to a new hire.
	Create Onboarding Tasks	Administrators create assigned tasks, which are completed by Recruiting Users and new hires during the Onboarding process. Tasks include the ability to set deadlines, create e-mail reminders, and track task processes.
	Cross posting Setup	Administrators configure the Organization's Account and choose which Job Board Sites are available to allow Recruiting Users to cross post Jobs to multiple external job boards from within Talent Management.
	Screening Questionnaire Creation	Recruiting Users can customize Screening Questionnaires with different styles of question and answer combinations to tailor toward specific jobs or departments in your organization.
	Employee Referral Setup	Administrators create and manage awards earned by employees when they refer friends to requisitions.
	Setting Up and Managing Vendor Agencies	Administrators can configure and manage external recruiting agencies from Talent Management. Set up includes creating vendor accounts, creating charge codes, adding vendor locations, and creating distribution lists for vendors.
	Issuing and Managing Vendor Hiring Orders	Recruiting Users can issue hiring orders to vendors to allow vendors to assist in the search for job seekers for a requisition.
	Creating a Letter Template	Recruiting Users create Letter Templates to use to communicate with candidates through Talent Management. Templates save time, create consistency of content, reduce errors, and can be tracked within Talent Management.
	Talent Management Recruiting for Administrators - Starter Guide	Administrators learn about all Administration features used to configure the Recruiting module. For detailed instructions on individual Administrative options, find a collection of instructional videos on the Recruiting Module and Core and Administration Setup Learning Aid topics.
Requisition Process	Recruiting Workflows	Administrators configure workflows to automate several functions of the recruiting process. Creating a workflow involves a 10-step wizard, but you can save a workflow as a draft to finish at another time.
	Recruiting Lock Workflow Process	Administrators learn how to enable the Lock Workflow Process feature, to limit the status settings through which recruiters can move candidates to only those specified in the workflow at the time of requisition creation.
	Talent Relationship Management	Learn about the Talent Relationship Management (TRM) feature, which you use to create and manage recruiting campaigns and to stay engaged with qualified candidates.
	Requisition Creation	Learn how to follow a seven step wizard to create a requisition whether, the requisition is created from scratch, using an existing template, or copying an existing requisition.
	Define Requisition Approvers During Requisition Creation Process	Learn how to automate the Requisition approval processes by selecting approvers in Step 3 of the requisition creation process. Choose the approvers, and set whether the process follows the serial or parallel approval timeline.
	Manage Requisitions	Managers can view and manage all the jobs assigned to them or associated with their Recruiting team. Common management actions include the ability to edit a requisition, flag a job as featured, cross-post, share on Social Media, add a screening questionnaire, and add a résumé.
	Approving a Requisition	Approvers approve requisitions from email notifications or from within Deltek Talent Management.
	Recruiting Teams	Administrators create Recruiting teams to allow a group of users to share information on requisitions, job seekers, and candidates.
	Cross Post a Job	Recruiting Users cross post a requisition to approved external job boards.
	Apply Using the LinkedIn Feature	Administrators learn how to enable and activate the LinkedIn integration so job seekers can apply with LinkedIn.
	Share A Requisition on Social Media	Recruiting Users share Requisitions to one or more Social Media sites like LinkedIn, Facebook, and Twitter. You must have account for the media site in order to use this option.
	Sending a Letter	Recruiting users communicate with candidates via letters. Access to sending letters is available from the Résumé Dashboard of the candidate as well as various areas in the application where candidate lists are shown.
	Add a Screening Questionnaire to a Requisition	Recruiting Users add a screening questionnaire to a requisition either during the creation of the requisition or from the Manage Requisitions page. When viewing résumé submissions or candidates on a requisition, the recruiting user has the ability to review the questionnaire results.
Candidate Management Process	Talent Management Managing Candidates, Offers, and Onboarding for End Users - Starter Guide	Recruiting users learn about common tasks for managing candidates, offers and onboarding. For additional instructions, find a collection of instructional videos on the Recruiting Module Learning Aid topic.
	The Employee Referral Program	Recruiting Users enable a requisition with a Referral Award Plan and employees refer someone to a requisition that offers a reward.
	Candidate Automatic Status Change	Administrators learn how to configure DTM so that a candidate's acceptance or rejection of a job offer automatically updates the candidate's status wherever it displays in DTM (such as on the Active Candidates screen or on reports).
	Candidate Removal	Recruiting Users have the ability to disposition a job seeker and a candidate from a requisition. There are two methods to remove a candidate from a requisition: in bulk when managing either the New Résumé Submissions or the Active Candidates table and by removing a job seeker via his or her Résumé Dashboard.
	Changing Candidate Status	Recruiting Users can manually change the status of a candidate on either the Résumé Dashboard of the candidate or the Active Candidates list.
	Resume Pools	Recruiting Users learn how to create and manage Résumé pools, which are groups of individuals with a common set of skills. Pools are handy to group individuals who may be a good match for upcoming job postings.
	Résumé Routing	Recruiting Users can route a résumé to internal users or to external users via their e-mail address. There are two methods of routing a résumé: in bulk with multiple candidates or individually from the Résumé Dashboard of the candidate.
	Résumé Dashboard Overview	Recruiting Users learn how to use the Résumé Dashboard to access job seeker information, edit options and easily assess and manage an applicant's progress in the recruitment process.
	Searching Résumés	Recruiting Users search for a job seeker using one or more specific criteria. Recruiting users can view incomplete applications as well as view job seekers without a résumé. These searches can be saved as a Résumé Search Agent.
	Adding Résumés	Recruiting Users can add a résumé into Talent Management. The résumé can be added directly to a specific requisition, an invitation to apply to a requisition can be sent when a résumé is added, or the résumé can be a searchable profile in the system with no association to a specific requisition.
	Résumé Submissions List	Recruiting Users learn how to manage new résumé submissions by performing actions such as marking the submission as a candidate, rejecting the applicant, sending letters, adding to pool and routing a résumé.
	Deleting a Résumé	Recruiting Users and Administrators delete a résumé of a job seeker in a two-step process: a recruiting user suggests that a résumé is deleted from the system and the site administrator approves the rejection. Deleting a résumé permanently removes that résumé from the application.
	Sending a Letter	Recruiting users communicate with candidates via letters. Access to sending letters is available from the Résumé Dashboard of the candidate as well as various areas in the application where candidate lists are shown.
Offer & Onboarding Process	Hire a Candidate	Recruiting Users hire a candidate from the candidate's Résumé Dashboard.
	Offer Management	Learn how to create an offer using the three-step offer wizard: create offer details (i.e., salary, start date, benefits), select the offer letter, and choose the offer approvers.
	Onboarding a Candidate	Learn how to use the five-step Onboarding wizard to onboard a candidate. Steps include: onboarding initiation, document selection, letter selection, choosing who is notified about the new hire, and reviewing your choices.