How can my external recruiting agencies add resumes to Recruiterbox?
Do you have external recruiting agencies who help you find potential candidates? Now you can set up unique logins to allow these agencies to add candidates to your account!
Why set up external agencies?
- When you set up an external recruiting agency, the agency will get a login and access to add their candidates to the openings you specify.
- The source of these candidates will be tracked automatically as the agency's name
- Agencies will not have access to candidates added by other logins, or any existing candidates in your account. They will not have access to candidate data such as internal notes, interview feedback or candidate messages
- Agencies will be alerted if they are adding a duplicate candidate
How do I set up each agency?
Click " Openings" on the left bar of your Recruiterbox screen then click on the name of the opening that you would like to give an agency access to upload candidates for:
The opening details will display. Choose the tab that says "Candidate Sources" then click "Add now" next to Recruiting Agencies:
You will jump down to the agencies settings. Click "Add an external agency to this opening":
If you have added agencies to other openings and would like to give them access to this opening, click "Select agencies" to pick a previously created agency:
Otherwise, click "Add new agency" to add a new one:
Enter in the email address and name of the agency, then click Add:
Note: If you enter an email address that is from a domain that you have entered previously, you will be asked if you would like to use the existing agency - instead of creating a new one. You can read more about working with multiple people in one agency below.
You can add multiple agencies to the opening at one time. Click Save when you've added them all:
How can I unassign an agency from an opening?
Unassign an agency by clicking "unassign" beside the agency's name on the opening details page:
Once an agency has been unassigned, they will still have access to view the progress of the candidates they added, but they will not be able to add new candidates
Can I assign or unassign more than one opening at a time to my external agencies?
Yes! Account Super Admins can manage these agencies as well under Settings > Recruiting Agencies.
If I archive an opening, can candidates still be added by an agency?
- No - once the opening is archived the agency will not have access to add candidates, but will still be able to view the progress of the candidates they added
- If you make the opening private, they will still have access to add candidates
How does the agency know I have added them?
When you add an agency they will receive an email invite to set up their account. You can see what the agency setup looks like by clicking here.
How do I work with multiple people at an agency?
When working with multiple people at one agency, it is recommended that you add one agency account, and all of the candidates are added through this login. When you do this:
- All of the members of the agency can then see the candidates added by other members of their agency
- One account ensures all candidates have a single source
- When you want to remove an agency from an Opening, you can do it once for the agency, instead of for each user
What if the person I am adding as an agency was already a regular account user in my account?
When you try to add the email address of someone who is already an active user in your account, you will be prompted to deactivate their user account, and convert them to an agency.
When you do so, they will no longer have access to log in as a regular account user, only as an external agency user. The data they created in the system will remain, however, they will no longer have access to it.
Can I communicate with the agencies I'm working with from within Recruiterbox?
Yes! Check out the messaging system here!
What if I would like my agency user to do more?
If your agency user interacts with the system more like a member of your hiring team, and needs access to items such as scheduling interviews, advancing candidates through the hiring process, and sending candidate emails, we recommend you make them full Recruiterbox users. You can learn more about the difference in the video below: