Offer Management

Offer Management allows you to create, send, and track job offers for selected candidates.

What You’ll Learn

• Generate job offers
• Customize offer details
• Send offers via email
• Track offer status
• Export offer records

Accessing Offer Management

Step 1: Navigate to Offer Letters

• Go to Recruit → Offer Letters

Step 2: Understand the Interface

• Offer List – Candidate, job title, status
• Actions – Create, edit, resend, withdraw

Creating an Offer

• Click Create Offer
• Select candidate
• Fill in:
  • Role
  • Salary
  • Start Date
  • Terms and Conditions
• Click Send Offer or Download PDF

Exporting Offers

• Click Export Offers
• Choose format and fields

Mobile Usage

• Tap the offer to view or edit
• Use the share button to send

Best Practices

• Confirm candidate acceptance before updating the status
• Use standardized templates for consistency

Troubleshooting

• PDF not generating? Check template settings
• Offer not sending? Verify email configuration

Application Processing

Application Processing helps you evaluate and move candidates through recruitment stages.

What You’ll Learn

• Review applications
• Advance or reject candidates
• Add comments and tags
• Export application pipeline

Accessing Application Processings

Step 1: Navigate to Application Processings

• Go to Recruit → Job Applications

Step 2: Understand the Interface

• Pipeline View – Stages like Applied, Shortlisted, Interviewed
• Candidate Cards – Resume, notes, actions

Processing Applications

• Click candidate card
• Review resume and notes
• Use action buttons:
  • Advance to next stage
  • Reject with reason
  • Add comment or tag

Exporting Pipeline

• Click Export
• Choose format and filters

Mobile Usage

• Swipe through stages
• Tap to open application

Best Practices

• Use consistent criteria for evaluation
• Document decisions for audit trail

Troubleshooting

• Missing stages? Check job configuration
• Application not advancing? Refresh or check permissions

Interview Scheduling

Interview Scheduling allows you to plan, manage, and track interviews with candidates and panel members.

What You’ll Learn

• Schedule interviews
• Notify candidates and interviewers
• View interview calendar
• Reschedule or cancel interviews
• Export interview schedules

Accessing Interview Scheduling

Step 1: Navigate to Interview Schedule

• Go to Recruit → Interview Schedule

Step 2: Understand the Interface

• Calendar View – Scheduled interviews by date
• Filters – Candidate, interviewer, date
• Actions – Schedule, reschedule, cancel

Scheduling an Interview

• Click Schedule Interview
• Select:
  • Candidate
  • Interviewer(s)
  • Date & Time
  • Location or Video Link
• Add agenda or notes
• Click Send Invite

Exporting Interview Calendar

• Click Export
• Choose PDF or Excel

Mobile Usage

• Use calendar view
• Tap to schedule or edit interviews

Best Practices

• Confirm interviewer availability before scheduling
• Include clear agenda and contact info

Troubleshooting

• Invite not received? Check email settings
• Interview not saving? Verify required fields

Candidate Management

Candidate Management helps you track applicants, update statuses, and communicate with candidates throughout the hiring process.

What You’ll Learn

• Search and filter candidates
• View candidate profiles
• Update application status
• Communicate with candidates
• Export candidate data

Accessing Candidate Management

Step 1: Navigate to Job Applications

• Go to Recruit → Job Applications

Step 2: Understand the Interface

• Candidate Table – Name, job applied, status, contact info
• Status Tags – Applied, Shortlisted, Interviewed, Offered, Rejected
• Actions – View, update, email, schedule interview

Viewing Candidate Profiles

• Click candidate name
• Tabs include:
  • Resume
  • Application History
  • Notes
  • Communication Log

Updating Status

• Use dropdown in candidate row
• Select next stage (e.g., Shortlisted → Interviewed)
• Add notes or comments

Exporting Candidate Data

• Click Export Candidates
• Choose format and fields

Mobile Usage

• Tap candidate name to view profile
• Use bottom menu for actions

Best Practices

• Keep statuses updated for pipeline accuracy
• Add notes for context during reviews

Troubleshooting

• Missing candidates? Check job linkage or filters
• Status not updating? Refresh or check permissions

Job Management

Job Management allows you to create, edit, publish, and archive job postings. It’s the starting point for every recruitment workflow.

What You’ll Learn

• Create and publish job postings
• Edit or archive existing jobs
• Filter and search job listings
• Export job data
• Troubleshoot job creation issues

Accessing Job Management

Step 1: Navigate to Jobs

• Go to Recruit → Jobs.

Step 2: Understand the Interface

• Job List – Title, department, status, posted date
• Action Buttons – Add, edit, archive, delete
• Status Tags – Draft, Published, Archived

Creating a Job Posting

• Click Add Job
• Fill in:
  • Job Title (required)
  • Department (dropdown)
  • Location
  • Description (rich text editor)
  • Requirements
  • Employment Type (Full-time, Part-time, Contract)
• Set status to Published
• Click Save

Editing or Archiving Jobs

• Click job title → Edit
• Update fields and save
• Use Archive to hide the job from candidates

Exporting Job Listings

• Click Export Jobs
• Choose format: Excel, CSV
• Apply filters before exporting for targeted lists

Mobile Usage

• Tap “+” to add jobs
• Swipe left to edit or delete

Best Practices

• Use clear, specific job titles
• Include detailed descriptions and requirements
• Archive outdated jobs to keep listings clean

Troubleshooting

• Missing fields? Check mandatory inputs
• Job not publishing? Confirm status and save

Recruitment Dashboard

The Recruitment Dashboard provides a centralized view of all hiring activities—job postings, candidate pipelines, interviews, and offer statuses. It’s your command center for recruitment analytics and quick navigation.

What You’ll Learn

• Access the recruitment dashboard
• Understand dashboard widgets and metrics
• Navigate to the job, candidate, and interview sections
• Export dashboard data
• Troubleshoot dashboard visibility issues

Accessing the Recruitment Dashboard

Step 1: Navigate to Recruitment

• Log in to CRMLeaf.
• Click on Recruit in the left navigation menu.
• Select Dashboard from the submenu.

Note: If the Dashboard isn’t visible, check your role permissions.

Step 2: Understand the Interface

• Widgets – Job status, candidate stages, interview schedules
• KPIs – Total jobs, active candidates, offers sent
• Quick Links – Jump to job postings, interviews, or offers

Dashboard Features

• Click widgets to drill into job or candidate details
• Use filters for department, job title, or date range
• Export dashboard metrics as PDF or Excel

Mobile Usage

• Swipe to view full charts
• Tap widgets to open related sections

Best Practices

• Review the dashboard weekly for hiring progress
• Use filters to focus on specific departments or roles

Troubleshooting

• Dashboard not loading? Refresh or check permissions
• Metrics not updating? Confirm job/candidate data sync