Hi everyone - Thanks so much to everyone who joined our 2nd (and last) Hiring session for this month!
🎬 Click here to watch the full session Here
Here’s a quick recap of what we covered in this session-
🏗️ Creating & Publishing a Job
We walked step-by-step through creating a job from scratch:
Menu path: Hiring → Jobs → Create Job
We covered:
- Building the job scaffold (Title, Location, Site, Department, Hiring Manager, Recruiter, Employment Type, Seniority)
- Adding a job description (including how to use Bob’s AI JD tool and refine it)
- Attaching the correct application form
- Assigning a pipeline template and default interviewers
- Configuring job marketing settings (career site visibility, job boards, referrals)
Points to highlight:
- Use internal-only posting for pilots or referral-only roles.
- Ensure application form fields are mapped correctly if you plan to auto-create Pending Hires.
- Always submit a test application before going live to confirm the candidate lands correctly in the pipeline.
➡️ Learn more Here
📢 Job Marketing & Source Tracking
We reviewed how source attribution fuels clean reporting and ROI visibility.
We covered:
- Adding job boards, agencies, referrals, and custom sources
- Previewing career site display
➡️ Learn more Here
👥 Managing Candidates & Running Interviews
This is the core of daily hiring operations.
We walked through:
- Reviewing applications (timeline, attachments, screening answers)
- Shortlisting using screening responses, internal tags, and candidate scores
- Moving candidates through pipeline stages (with optional email triggers)
- Scheduling interviews (calendar integrations, interview briefs, automated invites)
- Assigning structured feedback forms with deadlines
- Using bulk actions for mass communications or rejections
➡️ Learn more Here
📊 Dashboards & Reporting
We wrapped up with hiring analytics to drive continuous improvement.
➡️ Learn more Here
🚀 Next steps / resources
If you haven’t already, check the Training Village for short online course to help you implement these Hiring features in Bob.
We also encourage you to post implementation questions in the Hiring forum (on this page).
Good luck!