The guide will show you how to:
- Create comprehensive job descriptions
- Use custom statuses to track candidates through the process
- Organize all applicant documents in one central place
Create a project for the role
Start by creating a project in Wrike for the role you’re hiring for. The description area within the project is the perfect place to include relevant details about the role. These could include:
- Job description and requirements
- Interview panel members
- Org charts
Next, create tasks for each new candidate. Label each task with the full name of the applicant. Attach their resume and cover letter directly to the task.
Create a custom workflow for your hiring process
Account admins on Business and Enterprise accounts can create a custom workflow.
- Click your profile image in the upper-right corner of your workspace.
- Select Account Management.
- Switch to the Workflow tab. You’ll see a list of all workflows in the account.
- Click + New workflow.
- Enter your new workflow’s name. By default, it has the same status in the Active and Completed workflow categories.
- Add statuses to your workflow: Click + Add Status at the bottom of any workflow group, enter its title, and select a color for that status. Some statuses you may want to include are:
- Phone screen
- Onsite interview
- Offer extended
7. Rename, delete, or change a status color by clicking on that status.
8. Drag and drop statuses to arrange them in the order that makes the most sense for your team. The order you choose here is the order that they’ll appear in a task’s drop-down status menu.
9. Click Save in the upper-right corner.
When you create a new workflow, it becomes immediately available for all team members to see and use.
Change your project’s workflow:
- Right-click on your project’s name from the workspace’s left navigation panel.
- Hover over Change workflow on the drop-down menu.
- Select the workflow you would like to apply.
Update each candidate’s task with interview notes
As applicants go through the interview process, add interview notes to the task description or comments or attach documents to the task.
When an offer has been extended, attach the offer letter directly to the candidate’s task for easy access and reference.