PART OF OUR GUIDE AGENCY PROJECT MANAGEMENT

Video Mini-Course: Using ProcessKit to manage your hiring process

A 3-part video tutorial on managing your hiring funnel with ProcessKit.

By The ProcessKit Team

The more you can standardize and automate the repeatable and tedious administrative tasks, the more efficient your hiring process will be. 

This is where leveraging a process-oriented project management software, such as ProcessKit, can be beneficial.

Follow along with our 3-part mini course below:

1. Part 1: Organizing a kanban board to track applicants through your hiring process

2. Part 2: Building (and automating) your hiring process

3. Part 3: Connecting your applications intake form

Part 1: See the finished funnel, then start building the board

In part 1:

• See the finished hiring funnel in action (then we’ll unpack how to build it)

• Create a board and customize your kanban lists

• Create custom fields to store each application’s information

Part 2: Building (and automating) your hiring process

In part 2:

• Create your hiring process

• Adding decision steps

• Using liquid tags to automatically fill application information

• Using conditional logic to let the hiring process unfold dynamically

• Using dependencies between steps in the hiring process

• Building in template-based emails to send messages to the candidate

Part 3: Connecting your applications intake form

In part 3:

• Use ProcessKit’s intake forms, or any other form software

• Using Zapier to connect your form to ProcessKit

• Mapping your form’s fields to your custom fields in ProcessKit

• Testing and running our hiring workflow

Looking for additional tips for setting up your hiring workflow, check out our detailed guide here.