Tracking Your Hiring Process and Onboarding New Employees

Hiring the right candidate for an open position can be a time consuming, and often daunting endevour. You and your candidate both have a lot riding on this process.

With Daylite, you can track all your candidates, keep your correspondence in one place, and even streamline your onboarding process.

What You'll Learn

  • Creating and managing candidates from Daylite
  • Scheduling interviews for candidates
  • Onnboarding new employees

Tracking and Screening Candidates

Tracking and screening candidates can be hard. You may be receiving emails from candidates sourced from multiple job posting websites, each with their own resume. It's a lot to track. If you’re hiring for multiple positions, sorting everyone out can seem impossible.

Fortunately, with Daylite, you can easily manage and track your candidates.

Add a new candidate

Most candidates applying to the position will come from your email inbox. With the Daylite Mail Assistant, you can capture the new candidate, link their resume, and create a task or time block to review their information right from your inbox.

Linked Email
  1. Create a new Contact for the candidate
  2. Choose the Category Candidate for the candidate
  3. Link any attached files like resumes

Now, you can see each candidate's resume linked right to their contact in Daylite. You can see whether you've considered the candidate's resume, as well as if you've reached out to them to either book an interview, or to tell them you've declined.

Tip: Use Keywords to tag contacts with additional information. Things like a keyword for each job posting, the source of the job posting, if you're interested in inverviewing them, etc.

Screening Candidates

Now it’s time to review your candidates. With Daylite, you can create a list of each of the candidates, and quickly locate all their information.

First, you want to create a list of all candidates. You want to filter People with the Category Candidate, as well as any other keywords you’re looking for. Now you can go through your list of people.

File Attachment
  1. Choose the first candidate
  2. Review their linked resume
  3. After you’ve done the initial screening, add the Keyword "Rejected" on "Passed Screening" on their contact card

Replying to Candidates

Now that you have candidates you’ve passed on, and others you want to want to interview, you can follow up with each of them. To do that, modify your filter and add the Keywords “Rejected” to create a list of those you’ve moved on from, and adding the Keyword “Passed Screening” for those you want to interview.

Once you have your list, select a person, and then click on their email address to send a reply.

Tip: If you are sending out a large number of replies or using a standard reply, check out how to send a Letter Template

Running Interviews

Each company has a different interview process. Daylite is flexible enough to manage just about any hiring process you throw at it, and it will help you save time and keep all the pieces in one place.

Now it's time to hold interviews. Book a meeting with each candidate, and invite anyone on your team who should be there.

From to candidate's contact record in Daylite:

Linked New Appointment
  1. Click New Appointment
  2. Set the Category to Interview
  3. Invite any additional member of your team or delegaqte the meeting to someone else.
  4. Send the external invite

Follow the steps in Replying to Candidates and Running Interviews, until you’ve gone through your hiring process and made your decision.

Hiring and Onboarding

After due consideration, you have decided who you want to hire. Now it’s time to get them onboarded. Daylite helps with the onboarding process by keeping all their data in one place.

  1. Follow up with your new hire, and if by email, link all hiring documentation
  2. Create an all day appointment to document their start date, and link anyone who needs to know about it
  3. Add any additional tasks you need to add
  4. Add your new hire to the team

Once the new hire accepts the invitation, merge the contacts so their Daylite user is connected to their record in Daylite.

Combine People
  1. Choose the two Contacts
  2. Click Edit > Merge
  3. Choose the Daylite account user so it has a Star
  4. Click combine

Tip: If you have a more complicated onboarding process, or you have an onboarding process that is the same every time, create an onboarding checklist with an Activity Set.

Wrap Up

Now that you've gone through the process of hiring and onboarding a new employee, check out How to Delegate Tasks