CRMconnect Azuvio · Docs

Recruiter

Department: HR & Human Resources
Level: Operational
Primary objective: Attract and select the right candidates — from hiring need to first signed contract

What this role does

The Recruiter manages the entire talent acquisition cycle in CRMconnect: creates recruitment proposals, launches campaigns, tracks candidates through the pipeline, schedules interviews, and hands the new hire over to the HR Specialist after the contract is signed. They work with an ATS integrated directly in the CRM — no separate external systems needed.


Modules used daily

Module Where to find it What you use it for
Recruitment HR → Recruitment Main queue — proposals, campaigns, candidates
Staff HR → Staff Verify new employee was created correctly
HR Profile HR → HR Profile Hand the HR file to the HR Specialist
Tasks Operations → Tasks Track actions per candidate

Recruitment module structure

Recruitment
  ├── Recruitment Proposals   (/admin/recruitment/recruitment_proposal)
  ├── Campaigns               (/admin/recruitment/recruitment_campaign)
  ├── Candidates              (/admin/recruitment/candidate_profile)
  ├── Interviews              (/admin/recruitment/interview_schedule)
  ├── Recruitment Channels    (/admin/recruitment/recruitment_channel)
  └── Evaluation Forms        (assessment criteria per position)

Candidate pipeline — statuses and what to do at each

Status Code What it means Your action
Application 1 CV received, unreviewed Review CV → move to 2 or reject
Potential 2 CV selected Contact → 10–15 min phone pre-screen
Interview 3 Scheduled for interview Confirm date, send details, prepare assessment
Won Interview 4 Passed initial interview Technical / hiring manager interview
Send Offer 5 Final selection, offer sent Email with offer → await response
Elect / Hired 6 Accepted → Staff created automatically Hand to HR Specialist for onboarding
Non-Elect 7 Rejected Thank-you email (recommended)
Unanswer 8 Did not respond to offer Follow-up after 3 days → if still no response → Non-Elect

Daily routine

Morning — pipeline review

  1. Recruitment → Candidates → filter per active campaign → sort by status
  2. New candidates (status 1 — Application) from yesterday → review CVs → move to 2 or reject
  3. Candidates in status 3 (Interview) with interview today → confirm with interviewer they are ready
  4. Candidates in status 5 (Send Offer) without response > 3 days → follow-up

During the day

  1. Schedule new interviews from the planning module
  2. Document notes from completed interviews
  3. Update the status of each candidate after interactions

Key workflows

Workflow 1 — Open new position (end-to-end)

Department manager identifies hiring need
       ↓
Recruitment → Proposals → Add:
  - Position (Job Position)
  - Department
  - Number of vacancies needed
  - Period: start–end date
  - Budget justification
  → Proposal sent for management approval
       ↓
Proposal approved → New campaign:
  - Job title + detailed description
  - Distribution channels (LinkedIn, eJobs, BestJobs, internal)
  - Application link (if external) or internal form
       ↓
CVs received → Candidates added → Active pipeline

Workflow 2 — Managing a candidate through the pipeline

CV received (email or form) → Candidate added (status: 1 - Application)
       ↓
Review CV:
  ├── Not suitable → Non-Elect (7) + thank-you email
  └── Promising → Potential (2)
       ↓
Phone pre-screen (10–15 min):
  - Availability, salary expectations, motivation, key experience
  ├── Not suitable → Non-Elect (7)
  └── Suitable → Interview (3) → schedule interview
       ↓
Face-to-face / video interview:
  - Complete evaluation form in platform
  - Criteria: technical skills, soft skills, cultural fit, salary
  ├── Did not pass → Non-Elect (7) + polite email
  └── Passed → Won Interview (4)
       ↓
Final interview with hiring manager:
  ├── Rejected → Non-Elect (7)
  └── Accepted → Send Offer (5)
       ↓
Formal offer email sent to candidate:
  - Salary, benefits, start date, conditions
  ├── Declines offer → Unanswer (8) → reactivate another candidate
  └── Accepts → Elect (6) → Staff created automatically → hand to HR Specialist

Workflow 3 — Scheduling and assessing an interview

Candidate in status 3 (Interview)
→ Recruitment → Interviews → Add schedule:
  - Selected candidate
  - Interviewer (from Staff list)
  - Date and time
  - Format: in-person / video (Google Meet or other link)
       ↓
24h before → confirm with candidate + interviewer
       ↓
Post-interview:
→ Complete candidate assessment:
  - Pre-defined criteria (set by HR Manager in configuration)
  - Score per criterion (1–5 or other system)
  - Qualitative notes
  - Recommendation: Advance / Reject
→ Update candidate status

Workflow 4 — Managing multiple candidates for the same position

You have 5 candidates in Won Interview (4) for 1 vacancy
→ Organise final interview with hiring manager
→ Compare assessments: scores per criterion, notes
→ Select final candidate → Elect (6)
→ Other 4 → Non-Elect (7) with polite email
   (Recommendation: send individual email, not generic)
→ If a rejected candidate is exceptional → note for future openings

Recruitment channels — what to configure

Where: /admin/recruitment/recruitment_channel

Define the sources from which candidates come:

  • LinkedIn (organic + paid)
  • eJobs, BestJobs, Hipo.ro
  • Internal recommendation (Employee Referral)
  • Company website
  • Universities / partnerships
  • External recruitment agency

Each candidate has an associated channel → at the end you can calculate: cost per hire per channel, candidate quality per source.


Metrics to track

Metric What it means Target
Time to hire Days from approved proposal to Elect Varies per role; benchmark 3–6 weeks
Conversion rate per stage % candidates advancing from each status to the next Application→Potential: > 20%; Potential→Elect: > 10%
Cost per hire Recruitment expenses / number of hires Monitored per channel
Offer acceptance rate % offers accepted out of total sent > 80%
Declined offers Signal that salary or conditions aren't competitive Immediate investigation

Practical tips

Update candidate statuses on the same day as the interaction. An unupdated pipeline is worse than no pipeline at all — you make decisions based on incorrect information.

Send a thank-you email to rejected candidates. Not technically required, but essential for the company's reputation as an employer. A candidate rejected today may be your customer tomorrow.

Document the reason for rejection. Not "not suitable" — but "expected salary 2.5x the available budget" or "no experience in X". Aggregated data helps you improve job descriptions.

Don't leave candidates in Interview or Won Interview status for more than 5 days with no activity. A good candidate has other offers on the table. If you can't decide quickly, communicate an explicit deadline.

Tip

Use the recruitment pipeline stages to track all candidates — each stage change is timestamped automatically so you have a complete candidate timeline without maintaining separate spreadsheets or email threads.

Note

Candidates rejected from one opening can be tagged for a talent pool and kept active for future roles — retaining the record avoids re-sourcing costs for a candidate you have already screened and briefed on the company.