Jaicob uses phases before the application (leads, such as Found (Gevonden) and Approached (Benaderd)) and after the application (such as Applied (Gesolliciteerd) and Hired (Aangenomen)). Phases give you a clear overview of your recruitment process and show at a glance where each candidate is. You manage them in Settings > Pipeline > Phases (Instellingen > Pijplijn > Fasen).
Settings > Phases. On the right is the New phase sidebar, with name, colour, agent instructions and the option to make the phase the default.
Add a phase
Below a phase, click Add phase (Fase toevoegen). A sidebar opens on the right.
Give the phase a name and a colour.
Add agent instructions: what should Jaicob do when a candidate enters this phase? For example, set a status or send an email. Want a specific email to be sent? Put the text literally in the instructions, for example: "Send an email: Thank you for your application…".
Indicate whether this is the default phase, for example the first phase for new applications. You can recognise it by the Default (Standaard) label.
At the top of each column is Jaicob's fixed phase. You add your own phases below it. That way the agent understands what your phase means, even if you give it a different name.
Which email address is used to send?
The account of the owner of the vacancy the candidate is linked to. If recruiter Claudia owns the vacancy, the email comes from Claudia.
Tip: Give phases clear, action-based names, such as Phone screening scheduled, Ready to propose to client or Follow-up after interview.