PM’s Recruitment Module allows you to onboard new staff members directly into your PM platform for recruitment. Recruits can access their Crew Portal to complete the onboarding process once they have been Invited either by an Admin / Duty Manager or when Recruitment Settings are configured to allow for automatic invitations.
Add Recruit
There are two ways to initiate the recruitment process and create a Recruit Card in the system for a recruit, Enrollment and Registration.
Enrollment. A recruit is enrolled into the system by an Admin or Duty Manager User by pressing the Add New on the Recruit Cards page.
Registration. A recruit registers themselves into the system on the Sign-Up Page.
During the onboarding process, a recruit completes a series of stages of recruitment until they are Activated by an Admin / Duty Manager User which moves them into the active Crew List at Contacts > Crew List.
Stages of recruitment are Enrolled / Registered, Shortlisted, Invited, Pending, Completed, Hidden and Active which can be searched in the search header of the Recruit Cards page.
Enrollment
To enroll crew into your system click the Add New button.
A pop-out window will open, please fill out the fields.
After you click Save, you will be redirected to the individual’s recruits page, the recruit will receive an email of enrolment. Once enrolled the status on the card will be tagged as Enrolled.
Recruitment Page Tabs
Recruits (staff) can access their own Recruitment Details Page to self-register as recruits into your Recruits Cards page in your Admin access.
Admin Users and Duty Manager Users can view the same recruitment details as the recruits by clicking on a Recruit Card on the Recruit Cards Page at Contacts>Recruit Cards.
The Recruitment Details page contains several tabs for recruits to navigate and complete their onboarding process. Admin Users can view Bio, Overview, Interview, Details, Agreements, induction, Contracts, Accounts, Approval and Activate tabs. Recruits are unable to view the Bio, Interview, Approval or Activate tabs as these for the use of Admin and Duty Manager Users only. To hide any of the Interview, Details, Agreements, Inductions, Contracts, Accounts tabs from recruits please untick any of the below settings.
Interview: Admin or Duty Manager Users performing the function of Recruiters can add Admin notes, set interview questions, send predefined SMS messages to recruits (perhaps to inform them to expect a call for a certain number pertaining to their recruitment) and view the CV of recruits.
Interview questions can be edit added and removed at any time through settings:
Agreements: Admin and Duty Manager Users can assign company policies and other documents from the Resources Module in Settings and create disclaimer questions for new recruits to view, sign and submit. The Agreements Invite button at the bottom of the page sends an email to the recruit with a link directly to the Agreements Tab of their Recruitment Details page, inviting them to agree to the company policies and agreements and to accept the disclaimers, sign their signature and submit. At this point the Recruit has accepted your company’s legal requirements for employment and the Profile Completed email is automatically sent to both the recruit and Administrator with two PDF attachments and a record of the agreements that have been accepted, plus a copy of the captured signature. The PDF attachments can be uploaded in the Recruitment Settings page and can be chosen by the Administrator. An example is PDF 1 may contain ‘Welcome Information’ outlining your expectations to new staff members and PDF 2 may contain ‘Safety Handbook’. The agreements information and captured signature is also permanently stored within the Crew Profile.
Inductions: Recruits can complete a multiple-choice quiz to demonstrate their knowledge of your company’s workplace health and safety system such as how to submit an incident report, for example.
Customise induction questions in by going through Settings>Forms>Recruit Induction. To remove the induction tab for recruits, please hide the tab.
Contracts: To add new contracts, see Settings>Contract Settings.
Once you have set up a new contract template and signature block, you can assign an employment contract for new recruits to sign and submit as part of their recruitment onboarding. Admin and Duty Manager Users can also invite Recruits to sign the contract by clicking the Invite Contract button in the Contract tab of the Recruit Card at Contacts>Recruit Card>Contracts tab. When Recruits sign and submit the contract, it will be attached as a PDF to an email sent automatically to both the Recruit and Admin. Additionally, the contract will be stored permanently in their Crew Profile.
Accounts: To collect info in preparation of payroll you can show this tab for new recruits to fill in their Bank, Super and TFN details.
Display Recruits Sign Up on Login Page: This will show the Sign-Up option on the System Login Page that directs recruits to the Sign-Up page.
The following is what the recruits will see when signing up.
Enable Recruits Page Menu:
This will enable the Recruit Cards page via the Contacts > Recruit Cards
Hide business selection on sign up page: If you are using the Businesses as Location such as when you are operating in Sydney, Melbourne and Brisbane, you would enable this selection for your recruits to sign up under the correct location.
Business Label: You can relabel your Businesses drop-down menu to a custom label such as Location or Branch to make more sense to applicants when they choose which Business to select upon registration in the Sign-Up page.
This is also relates to the button at the top of the systems page.
Display employment history section on Recruits Sign up:
Enable this setting if you require applicants to fill in their employment history on the Sign-Up page when they first register to the system. Then you can add customised questions for that Sign-Up page.
The crew will see this:
Allow UK mobile number: The system defaults to accept 10 digits for Australian mobile numbers. Enable this setting to accept 11 digits for UK mobile numbers.
Resume: This setting allows to you to choose one of two methods that applicants can provide their resume or CV details, either by TextEditor or Attachment.
Texteditor: This will allow the applicant to copy and paste their resume upon registration in the Sign-Up page.
Attachment: This will allow the applicant to attach their resume as a PDF or Word file when they register on the Sign-Up page.
Tips: Use the following additional settings to custom the recruit process
To make profile photos upload optional please see General Setting 47. Profile photo upload required.
To Edit Gender Selections please see General Setting 46. Gender Text
Shirt size fields are useful to record uniform sizes for staff and are enable by default as a required question on the Details page. However, this question is optional and can be disabled in General setting 45. Shirt Size Field.
SMS Content:
Create and add multiple default SMS message templates for Admin and Duty manager Users to send to applicants to improve the chances of them answering calls from your recruiters.
Example 1: Title – Initial SMS. Message – Hi This is [Insert Company Name]. We have received your application and will give you a call shortly to discuss in detail. The call is coming from 1800 000 000. Thank You.
Example 1: Title – Request for Call Back. Message – Hi This is [Insert Company Name]. We have received your application and tried to get in contact with you. Please contact recruitment at 1800 000 000. Thank you
Enable Medical Conditions:
When the medical conditions setting is enabled, recruits are required to fill in any medical-related details that may be required as part of the employment details on the Details Page. Use the text box to enter anything information you wish the recruit might need.
Info Box:
Explainer text can be customised above the text field below the medical disclaimer checkboxes to prompt the recruit which details they should provide.
Example: List all previous physical or psychological injuries that may affect your work performance (answer not compulsory).
Setting:
Medical Disclaimer Checkboxes:
Customise any additional questions under the medical conditions section for your recruits to check and acknowledge.
Recruit View:
