In today’s fast-paced world of staffing and recruitment, it is essential that your organization’s staffing software works for you instead of you working for it. Successful staffing companies in today’s technology based business environment often use automated processes to stay organized and on-task. Using a CRM, such as Microsoft Dynamics CRM, that works with your current staffing software or ATS, is a great way stay organized, manage your relationships, and automate your business processes.

I am all for automation and reducing the need for manual entry. One way to use automation is by using workflows. Workflows consist of a sequence of connected steps, can be simple or complex, and customized to the specific needs within your staffing company.

Creating Automated Follow Up Tasks

As in any successful staffing company, your salespeople and recruiters will often be knee-deep in interviews, phone calls, and networking. These are obviously important job functions, after all, working with people is the core of staffing and recruiting. The downside is the result of all these functions also requires a lot of administrative follow up. Meeting details, documenting calls, and assigning tasks all need to be logged into your CRM. But there is a better way! Using automated workflows allows you to create many of these tasks and activities without manual entry.

By using a staffing software that is integrated with a CRM, (shameless plug alert!) such as 1Staff with Microsoft Dynamics CRM, you can utilize workflows and automate several processes. Creating workflows is easy enough for any end-user to learn, and can be used in several scenarios.

For example, the members of your recruiting team may want to receive a text message alert sent to their phones as soon as a new candidate is assigned to them. You can create a simple workflow for that.

Your sales people may also want certain events to be triggered upon a candidate’s completion of various stages in the application process. In this scenario, if an applicant is listed as a “possible candidate,” you can automatically send the candidate’s details to the customer with the open job order. If the candidate is rejected by the customer, a workflow can automatically send an email notification to the candidate. If the customer decides the applicant may be a good fit, the customer can notify the recruiter who, in turn, will change the status of the application. This can be set up to set off a whole new series of events including scheduling interviews, performing background checks, and/or sending acceptance letters.

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