As a recruitment agency, we specialize in the field of sales. To optimize our recruiting processes, we are looking for recruiting and talent management software.
We have the following requirements for the software:
- CRM
- Entry of customer master data
- Creation and completion of projects, including project specifications (automatic suggestion of suitable candidates) and creation of invoices (templates)
- Specification of customer master data: create multiple contact persons + save additional information
- Note field for customers
- Data export in csv/xls
- Classification of customers or prospects
- Source of leads
- Lead status function (task stack): New; Hold; Completed; Customer change
- New data protection law - Does the system comply with the new guidelines, what needs to be considered?
- Document storage:
- Attach documents to customers
- Offer, agreement
- Photos, logo
- Correspondence, emails (drag & drop Outlook?)
- Advertisements stored in the system with project assignment and keyword search function by industry or similar
- Time recording or service recording via the system
- Newsletter function (mass emails)
- Customers or interested parties
- Data records individually selectable by label
- Recipient list selectable according to individual parameters
- Ideal: mark all at once and then send -> time savings in selection and sending in steps of 100, for example
- Search function
- Radius search
- Full-text search in notes
- Full-text search in documents (REAL doc and pdf readability)
- Customizable search mask: Search for top skills or customer groups, various fields, etc.
- Quick view/preview of results (individually configurable)
- Name, photo, age
- Phone number, address, zip code!
- Top skills, etc.
- Evaluation of specific date, e.g., select last active application for selection, not just access to date of last action with applicant data record (e.g., newsletter)
- Top skills, customers, and education in separate fields that can be evaluated using the search function -> DBI
- Import or recognize data
- Automatic import of applicant data or update when new data is uploaded
- Recognize identical candidates and merge profiles. If this is not automatically recognized by the system, use the “Merge multiple data records” function.
- Automation of importing email applications
- Social media connectivity
- Post new job advertisements on social media platforms
- Import data from Xing, LinkedIn, job platforms
- Dashboard
- To-do dashboard (own and team)
- Task stack / reminder function
- Assign tasks
- Applicants per week
- Number of phone calls
- Number of first interviews
- Number of second interviews
- Placements
- Reporting, automatic creation of documents and reports
- Various key figures (finished report, freely selectable, export xls)
- Recruiting status
- Project calculation and expenditure
- Invoices
- Short profile of applicants
- Creation in the system = automatic report including selection of which documents to attach; dispatch via system
- Marking
- Top candidates function
- Blacklist, blocked candidates
- Even if they reapply, candidates should remain on the block list and their contact details should no longer be automatically selectable for e.g. job newsletters
- Marketing label (additional label) Multiple labeling of customers and individual contact persons
- Distinction between pre-selection and actual application
- Search results should be assignable to a project as a pre-selection and not carried over as an actual application until the candidate is interested and the status is manually changed to actual application.
- Interfaces
- to homepage and applicant system
- Application via our homepage, direct import into applicant system
- Complete test on our homepage, link to applicant system, via interface Assignment or import for applicants
- to Outlook (communication)
- Link Outlook calendar and email
- Direct entries for interview appointments, etc.
- Sending invitations, advertisements, and the like
- Communication history available and documented in the system
- Registration without CV
- Automatic email requesting CV or
- Collective email function to registered users without CV from system, not via Outlook
- To external documents - list connection with system - Button for respective project, open xls file list
- Data migration - How can data from the old system be imported into the new system? (Data sets, notes, lists, xls files, various documents pdf./doc, etc.)
- Information about costs
- One-time costs
- Ongoing costs
- Purchase or rent
- 6 users, expandable
- if different license types, 1 admin license + 5 users
- Remote access or web access
- Costs for updates
- Costs for CV passing
- Customization costs
- Training costs
- Data migration
Six software workstations are planned.