Recruit: campaign to hire

This guide walks the recruitment pipeline end to end — from opening a campaign, through candidates, interviews and scorecards, to making an offer and hiring.

Before you start

• You need permission to manage HR recruitment for the campaign’s scope.
• Résumés and any documents are stored as platform references only — never file content is uploaded here.
• Candidate, interview, scorecard and offer records inherit their scope from the campaign, so you set scope only once.

Steps

Open a campaign

1. Go to HR → Recruitment → Campaigns and create a campaign. Enter the Title (required) and set the Scope level with its matching hierarchy fields. Optionally add a Description (up to 2000 characters), a Location, an Opens on date and a Closes on date (which cannot fall before the open date).

[screenshot: a recruitment campaign with dates]

Add candidates

2. Add a candidate with their Full name (required). Optionally record Email, Phone, Source (referral, job board, internal, agency, direct or other), a Résumé reference, Notes and a Rating (1–5). Move candidates through stages using the pipeline’s move, reject and withdraw actions — you do not set the stage on the form.

Schedule interviews and record scorecards

3. Schedule an interview: pick a Kind (phone, technical, panel or final — required), and optionally a Scheduled at time, an Interviewer (an employee), a Location, a Mode and an Outcome.
4. Record a scorecard: choose a Recommendation (strong yes, yes, no or strong no — required), add Comments, an Interviewer name or employee, a list of Criteria (each a criterion with a score of 0–10) and optional Competency scores (level 1–5 against the role’s competencies).

[screenshot: an interview scorecard with competency scores]

Offer and hire

5. Create an offer: optionally set Employment type, Job grade, Proposed start date, Expiry date and Salary context (reference metadata only — no pay amounts or payslip data). Then Send, and record Accept, Decline or Withdraw.
6. Once an offer is accepted, Hire the candidate. This provisions the new employee’s workforce identity and opens their first engagement in one step.

Result

Your pipeline shows each candidate’s stage; a hired candidate becomes a live employee ready for onboarding.

Related

• Raise a hiring requisition
• Add and onboard an employee
• HR & Payroll reference