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(TEST) Creating or editing a hiring process (TEST)

Note: Only Admin users can create and edit hiring processes.

Your hiring process takes the heavy lifting out of hiring and leads you, step by step, from needing to make a hire to making the hire. It provides you with a consistent structure to help you efficiently manage and correspond with your applicants, soothe hiring headaches, avoid common recruiting pitfalls, and — most importantly — confidently hire the right people.

For those who are new to recruiting or who would like extra guidance, your CareerPlug account includes a prebuilt hiring process.

In this article:

What's a hiring process?

A hiring process is the set of steps that all applicants who apply for a job must go through before they are hired. Each new applicant is assigned a step-by-step hiring process, complete with prewritten email templates to help you efficiently correspond with applicants, as well as prebuilt interview scorecards to help you evaluate applicants.

For example, the default hiring process for ADP accounts includes the following steps:

  • New Application
  • First Interview
  • Second Interview
  • Offer
  • Reference Check
  • Background Check with ADP
  • Hire

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On your Applicants page, the buttons and links in the "Actions" column automatically adjust based on which step in the hiring process your applicant is currently in. To view the whole hiring process, click the applicant's name.

Applicants Page (11.12.25) (Apps+Actions+App Name highlights)

Editing a hiring process

You can easily add, edit, or remove hiring steps from your hiring process.

1. Navigate to Settings > Hiring Tools > Hiring Process to view your existing hiring process(es).

2. Click the Edit button to the right of the hiring process you would like to update.

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To add a new hiring step, click the plus icon (+) on a tile on the right side of the page.

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3. Click the pencil icon to edit an existing step in your hiring process.

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4. When you edit (or add) a hiring step, you can adjust the following settings:

  • Require admin completion - Turn this toggle on if you only want administrators in your account to be able to complete this hiring step.
  • Select Hiring Tools - Select any scorecards, invitation message templates, scheduling message templates, and CareerPlug-provided assessments you want to use for this hiring step.
  • Add External Link - Add hyperlinks to important external resources or articles.
  • Add Assessment Link - Add hyperlinks to external applicant assessments.

5. When you are done editing a hiring step, click the Save Changes button.

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If you want to remove a step from your hiring process, click the Remove Step link next to the Save Changes button.

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6. When you are done updating your hiring process, click the Save and Exit button in the top-right corner.

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Creating a new hiring process

When you want to create a new hiring process, you can either clone an existing hiring process in your account or start with a blank hiring process.

1. Navigate to Settings (gear icon) > Hiring Tools > Hiring Process.

2. Click the plus icon (+) to create a new hiring process.

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3. Choose whether to Clone from Hiring Process or Create Blank Hiring Process from the drop-down menu.

For this example, we're going to select Clone from Hiring Process from the drop-down menu so we don't have to build our new hiring process from scratch.

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4. Click the plus icon (+) on any tile on the right side of the page to add a new step to your hiring process.

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All new hiring processes include the New Application and Hire steps by default. You can rename them by clicking the Rename link, and then Save after you make any changes. You cannot add any hiring tools or templates to the New Application and Hire steps.

5. When you add a hiring step, you can adjust the following settings:

  • Require admin completion - Turn this toggle on if you only want administrators in your account to be able to complete this hiring step.
    • For example, some companies only want Admin users to be able to complete the Hire step.
  • Select Hiring Tools - Select any scorecards, invitation message templates, scheduling message templates, and CareerPlug-provided assessments you want to use for this hiring step.
    • Message templates include both email and text message templates.
  • Add External Link - Add hyperlinks to important external resources or articles.
  • Add Assessment Link - Add hyperlinks to external applicant assessments.

6. Click Save Changes when you're finished configuring the hiring step.

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7. Use the up-and-down arrows on the left edge of each hiring step to re-order your hiring process as needed.

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New hiring steps are added just above the Hire step.

8. Enter a title for your new hiring process.

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9. When you are done configuring your new hiring process, click the Save and Exit button in the top-right corner of the page.

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