Effective recruitment requires more than sourcing qualified candidates—it relies on a structured workflow and automation that streamlines hiring processes. In this guide, you'll learn how to configure a recruitment pipeline, connect popular integrations, and automate the entire candidate lifecycle, from the initial application through onboarding.
Create a Well-Structured Folder and Custom Fields
To keep your candidate records clean and easy to navigate while ensuring they contain all the necessary information, we recommend organizing the fields in your folder into three logical groups:
General Information
This section contains the key information used to manage your recruitment pipeline and track the hiring process.
Stage: Shows the candidate's current stage in the recruitment process.
Assigned Recruiter: A User field that identifies the recruiter responsible for the candidate. If your team has multiple recruiters, this field helps distribute applications efficiently and prevents confusion.
Candidate Profile
This section contains the key information you would typically find in a candidate profile or track in a spreadsheet:
First Name and Last Name
Contact Information (email, phone number, and links to social media or professional profiles)
Desired Position
Link to the Candidate's Resume or Portfolio
Administrative Fields and Analytics
This section helps you analyze the performance of your recruitment channels and track the reasons why vacancies are closed or candidates are rejected:
Source: Identifies the platform or channel the candidate applied through.
Date of creation: Records the date when the candidate record was created in the system.
Rejection/Closure Reason: If a candidate is rejected or a vacancy is closed, specify the reason. We recommend creating 2–3 predefined options to make reporting and future analysis easier.
Automatically Import Candidates from Job Boards
Stop copying candidate data manually. By using integration platforms like Make or Zapier, you can automatically send job applications from your preferred job boards directly to NetHunt CRM.
Connect the recruitment platforms you already use and automate your candidate intake process.
How It Works
Publish a job posting on your preferred job board.
When a candidate submits an application, an integration platform automatically creates a new record in NetHunt CRM and places it in the initial "Unprocessed" stage.
Your recruiter starts the day by opening NetHunt CRM, reviewing newly received applications, assigning them for follow-up, and guiding each candidate through the recruitment process until they are either hired or rejected.
The following articles provide step-by-step examples of how to set up integrations that automatically transfer candidate applications to NetHunt CRM:
End-to-End Workflows: Recruitment ➡️ Onboarding
NetHunt CRM enables you to seamlessly connect two essential HR workflows: recruitment and employee onboarding.
Once a candidate successfully completes all interview stages and the recruiter moves them to the final "Hired" stage, an automated onboarding workflow is triggered automatically.
This is essential for HR teams, as it provides clear visibility into each new hire's onboarding progress and ensures every step of the process is tracked and managed effectively.
Feedback and Collaboration Within the Record
Manager Feedback: Use the candidate record to communicate directly with the hiring manager and collect regular feedback on the new hire's progress and overall experience during onboarding.
Notifications: The hiring manager is notified of all updates, making it easy to respond quickly to requests and add comments whenever needed.
Meeting Scheduling and Task Management
Plan interviews, follow-ups, and onboarding meetings directly within NetHunt CRM.
Calendar Integration: Create a calendar event directly from the CRM in just a few clicks. Thanks to Google Calendar integration, the event is automatically added to your personal Google Calendar.
Saved Views: Use saved filters and custom views to focus on priority positions or specific stages of your recruitment pipeline.
@Mentions: Use @mentions in comments to invite colleagues to review and discuss a candidate's resume or assessment results.
Next Steps and Optimization
Setting up the basic structure is just the beginning. To get the most out of your CRM, complete these additional steps after your initial setup:
Set up automated task reminders: Create task templates for each stage of your recruitment pipeline. For example, automatically remind recruiters to send interview feedback after each interview.
Launch and test your first integration: Start by connecting a single job board using a third-party integration platform. Submit a test application to verify that a candidate record is automatically created in NetHunt CRM and that all fields are populated correctly.
Test your onboarding workflow: Move a test candidate to the "Hired" stage and confirm that the onboarding workflow starts automatically. Also, verify that the hiring manager receives the appropriate notifications.
Refine your fields: After the first two weeks of using the system, collect feedback from your recruiters. If needed, add a few more predefined options to the "Rejection/Closure Reason" field or adjust your field structure to better fit your hiring process.
By following this guide, your HR team will be able to manage recruitment and onboarding in one centralized workspace—from the first application to a successful onboarding experience.
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