Module Overview

What is Recruitment Module?

The Recruitment module is a comprehensive solution for managing the entire hiring process from job posting to employee onboarding. It integrates seamlessly with the HRM module to convert successful candidates into employees, streamlining the recruitment workflow.

Key Features

Job Posting

Create and manage job postings with custom requirements

Candidate Management

Track applications, skills, and candidate progress

Interview Scheduling

Schedule and manage interviews with candidates

Onboarding Process

Seamless transition from candidate to employee

Pipeline Management

Customizable job stages and application workflow

Document Management

Agreement letters, offer letters, and document signing

Access Path

Company Dashboard → Recruitment → Module Features

Dependencies

Note: This module depends on the HRM module for employee conversion and onboarding features. For detailed HRM documentation, see HRM Module Documentation or the HRM Comprehensive Guide.

Job Management

Overview

Job Management allows you to create, publish, and manage job postings. You can organize jobs by categories, set custom requirements, and track applications for each position.

Features

  • Job Creation: Create detailed job postings with requirements and descriptions
  • Job Categories: Organize jobs by categories for better management
  • Public Job Postings: Publish jobs to public career pages
  • Job Requirements: Define skills, qualifications, and experience requirements
  • Application Tracking: Monitor number of applications per job
  • Job Grid View: Visual grid layout for easy job browsing

Creating a Job

  1. Basic Information:
    • Job title and description
    • Job category and location
    • Employment type (full-time, part-time, contract)
    • Salary range and benefits
  2. Requirements:
    • Required skills and qualifications
    • Experience level
    • Education requirements
    • Custom questions for applicants
  3. Settings:
    • Application deadline
    • Number of positions available
    • Job status (draft, published, closed)
    • Public visibility settings

Candidate Management

Overview

Candidate Management provides comprehensive tools for tracking applications, managing candidate information, and moving candidates through the recruitment pipeline.

Features

  • Application Tracking: Track all job applications in one place
  • Candidate Profiles: Detailed candidate information and documents
  • Skills Management: Add and track candidate skills
  • Rating System: Rate candidates for easy comparison
  • Notes & Comments: Add internal notes about candidates
  • Stage Management: Move candidates through custom job stages
  • Archive Functionality: Archive rejected or withdrawn applications

Candidate Workflow

Application
Candidate applies
Review
HR reviews application
Interview
Interview scheduled
Offer
Offer extended

Interview Scheduling

Overview

Interview Scheduling helps you organize and manage interviews with candidates, ensuring smooth coordination between interviewers and candidates.

Features

  • Schedule Creation: Create interview schedules with date, time, and location
  • Interviewer Assignment: Assign multiple interviewers to interviews
  • Candidate Notifications: Automatic email notifications to candidates
  • Calendar Integration: View interviews in calendar format
  • Interview Types: Support for phone, video, and in-person interviews
  • Interview Notes: Record interview feedback and notes

Onboarding Process

Overview

The Onboarding process seamlessly converts successful candidates into employees. It includes offer letters, agreement documents, document signing, and automatic employee creation in the HRM module. The system supports a complete digital signing workflow for both offer letters and employment agreements.

Access Path

Recruitment → Job On Board → Onboarding Management

Onboarding Features

  • Job On Board Management: Track candidates through onboarding stages
  • Offer Letters: Generate and send offer letters to candidates
  • Agreement Letters: Create employment agreements and contracts
  • Document Signing: Secure digital document signing process with multiple signatories
  • Employee Conversion: Convert candidates to employees in HRM module
  • Onboarding Forms: Collect employee information and documents
  • Status Tracking: Monitor onboarding progress and completion
  • Document Templates: Customizable letter templates with dynamic content
  • Email Notifications: Automated email notifications for signing requests

Complete Onboarding Workflow

Job On Board
Candidate selected
Offer Letter
Generate & send
Signing
Digital signature
Employee
Create in HRM

Step 1: Create Job On Board

When a candidate is selected for a position:

  1. Access: Recruitment → Applications → Select Candidate → Move to Onboarding
  2. Create Job On Board Record:
    • Candidate information is transferred to Job On Board
    • Status set to "Onboarding"
    • Job details and offer information captured
  3. Initial Setup:
    • Set start date
    • Configure salary and compensation
    • Assign reporting manager
    • Set department and designation

Step 2: Offer Letter Generation and Signing

The offer letter workflow involves multiple steps:

2.1 Generate Offer Letter
  1. Access: Job On Board → Generate Offer Letter
  2. Letter Generation:
    • System uses offer letter template
    • Dynamic content populated with candidate and job details
    • PDF generated automatically
    • Letter stored in employee documents
  3. Content Includes:
    • Position title and department
    • Start date and reporting structure
    • Compensation details (salary, benefits)
    • Terms and conditions
    • Company policies reference
2.2 Send Offer Letter for Signing
  1. Create Signatures:
    • Company signature (HR/Manager) - Signature Order 0
    • Employee signature - Signature Order 1
    • Both signatures set to "pending" status
  2. Company Signs First:
    • HR/Manager accesses signing link
    • Reviews offer letter content
    • Signs document digitally
    • Status changes to "signed" for company
  3. Send to Candidate:
    • System generates secure signing link for candidate
    • Email sent to candidate with signing instructions
    • Link is temporary and expires after set period
    • Candidate can sign without logging in (if external)
  4. Candidate Signs:
    • Candidate clicks signing link in email
    • Views offer letter content
    • Signs document digitally
    • Status changes to "signed" for employee
    • Both signatures now complete
  5. Offer Accepted:
    • After signing, candidate redirected to "Offer Accepted" page
    • Job On Board status updated to "Joining Letter Pending Company"
    • Notification sent to HR team

Step 3: Agreement Letter Generation and Signing

After offer letter is signed, the agreement letter process begins:

3.1 Generate Agreement Letter
  1. Access: Job On Board → Generate Agreement Letter
  2. Letter Creation:
    • System uses agreement letter template
    • Content includes employment terms, policies, and conditions
    • Can include SOP (Standard Operating Procedure) references
    • PDF generated with all details
  3. Content Includes:
    • Employment terms and conditions
    • Job responsibilities
    • Compensation and benefits details
    • Company policies and SOPs
    • Confidentiality agreements
    • Termination clauses
  4. SOP Integration:
    • Select relevant SOPs to include in agreement
    • SOPs are referenced in the agreement document
    • Employee acknowledges understanding of SOPs
3.2 Agreement Letter Signing Workflow
  1. Create Signatures:
    • Company signature (Admin/HR Manager) - Signature Order 0
    • Employee signature - Signature Order 1
    • Both signatures initialized as "pending"
  2. Company Signs First:
    • HR/Admin accesses agreement letter
    • Reviews agreement content and SOP references
    • Signs document digitally
    • Status updated to "signed"
  3. Send to Employee:
    • System generates secure signing link
    • Email sent to employee with agreement letter
    • Link includes temporary access token
    • Employee can access without account (if external)
  4. Employee Signs:
    • Employee clicks signing link
    • Reviews complete agreement including SOPs
    • Signs document digitally
    • Status updated to "signed"
    • Both signatures complete
  5. Agreement Accepted:
    • After signing, employee redirected to "Agreement Accepted" page
    • Job On Board status updated to "Agreement Pending Company"
    • All signed documents stored securely
    • Ready for employee creation

Step 4: Update and Resend Agreement (If Needed)

If agreement needs modification after initial creation:

  1. Access: Job On Board → Agreement Letter → Edit
  2. Update Content:
    • Modify agreement text
    • Add or remove SOP references
    • Update terms if needed
  3. Reset Status:
    • Document status reset to "draft"
    • Existing signatures deleted
    • New PDF generated with updated content
  4. Recreate Signatures:
    • New signatures created for re-signing
    • Both parties need to sign again
  5. Resend:
    • Email sent to employee with updated agreement
    • Signing process restarts

Step 5: Create Employee in HRM

After both offer and agreement letters are signed:

  1. Access: Job On Board → Create Employee
  2. Employee Creation:
    • System pre-fills employee form with Job On Board data
    • Personal information from candidate application
    • Job details (department, designation, reporting manager)
    • Compensation information
    • Start date and employment type
  3. Complete Employee Profile:
    • Add any missing information
    • Upload required documents
    • Configure payroll settings
    • Set up attendance and leave preferences
  4. Link Documents:
    • Signed offer letter linked to employee
    • Signed agreement letter linked to employee
    • All documents accessible from employee profile
  5. Save Employee:
    • Employee record created in HRM
    • User account created (if not exists)
    • Job On Board status updated to "Completed"
    • Employee ready for onboarding tasks

Document Signing Features

Security Features
  • Encrypted document links
  • Temporary access tokens
  • Link expiration (default: 24 hours)
  • Digital signature verification
  • Audit trail of all signing activities
Signing Capabilities
  • Multiple signatories support
  • Sequential signing (company first, then employee)
  • Signature order enforcement
  • Digital signature capture
  • Timestamp recording

Document Status Tracking

The system tracks document status throughout the signing process:

  • Draft: Document created but not sent for signing
  • Pending Company: Waiting for company signature
  • Pending Employee: Waiting for employee signature
  • Signed: All parties have signed
  • Completed: Document fully executed and stored

Email Notifications

Automated email notifications are sent at key stages:

  • Offer Letter Sent: Notification to candidate with signing link
  • Offer Letter Signed: Confirmation to both parties
  • Agreement Letter Sent: Notification to employee with signing link
  • Agreement Letter Signed: Confirmation to both parties
  • Employee Created: Welcome email to new employee

Integration with HRM Module

The onboarding process seamlessly integrates with HRM:

  • Automatic Data Transfer: Candidate data transferred to employee record
  • Document Linking: Signed documents linked to employee profile
  • Payroll Setup: Compensation information used for payroll configuration
  • Onboarding Tasks: Can trigger onboarding task lists
  • Training Assignment: Can assign required training courses
Important Notes
  • Both offer letter and agreement letter must be signed before creating employee
  • Documents can be updated and re-sent if changes are needed
  • All signed documents are stored securely and accessible from employee profile
  • The signing process supports external candidates who don't have system accounts
  • Digital signatures are legally binding and include timestamps

Offer Letter & Agreement Signing Workflow

Complete Signing Workflow

This section provides a detailed walkthrough of the offer letter and agreement signing process, including how payroll integration works after employee creation.

Workflow Diagram

1. Generate
Create letter
2. Company Signs
HR/Admin signs
3. Employee Signs
Candidate signs
4. Complete
Both signed

How Payroll Will Be Generated

After the employee is created through the onboarding process, payroll generation works as follows:

1. Employee Payroll Configuration
  1. During Employee Creation:
    • Salary information from offer letter is pre-filled
    • Payslip type is selected (Fixed Salary, Hourly, Daily, etc.)
    • Pay frequency is set (Monthly, Bi-weekly, Weekly)
    • Bank account information captured
  2. Automatic Compensation Creation:
    • If "Auto Create Compensation" is enabled
    • System creates allowances based on payslip type
    • Benefits and perks automatically configured
    • Compensation structure matches offer letter terms
  3. Manual Compensation Setup:
    • HR can add additional allowances
    • Configure deductions (loans, benefits)
    • Set up commission structures (if applicable)
    • Configure overtime rates
2. Payroll Generation Process
  1. Access Payroll: HRM → Payroll → Payslip → Create Payslip
  2. Select Pay Period:
    • Select month and year
    • System identifies all active employees
    • Checks employee start date (must be before period end)
  3. Automatic Calculation:
    • Basic Salary: Based on payslip type and employee salary
    • Prorated Salary: If employee started mid-period, salary is prorated
    • Allowances: All active allowances included
    • Overtime: Overtime hours × rate for the period
    • Commissions: Commission earnings for the period
  4. CRA Deductions:
    • CPP calculated based on gross pay
    • EI calculated based on gross pay
    • Federal tax based on tax brackets
    • Provincial tax based on employee's province
  5. Net Pay:
    • Gross Pay - Total Deductions = Net Pay
    • Net pay is the amount deposited to employee's bank account
3. Payroll for New Employees

Special considerations for employees created through recruitment:

  • Start Date Consideration:
    • If employee starts mid-month, salary is prorated
    • Calculation: (Days worked / Total days in month) × Monthly Salary
    • System automatically calculates prorated amount
  • First Payroll:
    • First payslip includes prorated salary
    • All allowances and benefits from start date
    • CRA deductions calculated on actual earnings
  • Subsequent Payrolls:
    • Full salary for complete pay periods
    • Regular allowances and deductions
    • Overtime and commissions as applicable

How Leave Will Be Managed

After employee creation, leave management works as follows:

1. Leave Policy Assignment
  1. Automatic Assignment:
    • Employee assigned to leave policies based on province
    • Policies match employee's location and employment type
    • Leave balances initialized based on start date
  2. Leave Types Available:
    • Vacation leave (accrues based on tenure)
    • Sick leave (as per province regulations)
    • Personal days
    • Statutory holidays
    • Other leave types as configured
2. Leave Request Process
  1. Employee Creates Request:
    • Access: HRM → Leave → Create Leave
    • Select leave type
    • System shows available balance
    • Select start and end dates
    • Provide reason and submit
  2. Manager/HR Review:
    • Request appears in pending approvals
    • Review dates, reason, and balance
    • Check for overlapping leaves
    • Approve or reject with comments
  3. Approval Workflow:
    • If approved: Balance deducted, notification sent
    • If rejected: Reason provided, notification sent
    • Leave appears in employee's leave history
3. Leave Balance Management
  • Accrual:
    • Leave balances accrue automatically based on policies
    • Accrual rates vary by province and employment type
    • System calculates accrual on pay periods
  • Balance Tracking:
    • Employees can view balances in their profile
    • HR can view all employee balances
    • Balances update automatically when leave is approved
  • Carry Forward:
    • Unused leave can carry forward (if policy allows)
    • Maximum carry forward limits enforced
    • Expired leave handled per policy

HR Admin Menu in HRM

The HR Admin menu provides comprehensive tools for managing all HR operations:

Main Menu Items
Menu Item Functionality Use Cases
Dashboard HR metrics, employee statistics, recent activities Quick overview of HR operations, pending approvals, key metrics
Employee Employee management, profiles, records Create employees, view profiles, update information, manage lifecycle
Attendance Track attendance, clock in/out, bulk entry Monitor attendance, approve timesheets, generate reports
Leave Leave requests, approvals, policies Approve/reject leaves, manage leave types, configure policies
Payroll Payslip generation, salary management Generate monthly payroll, manage salaries, process payments
Performance Performance reviews, KPIs, coaching Conduct reviews, track performance, manage PIPs
Setup Branches, Departments, Designations Configure organizational structure
Documents Employee documents, templates, letters Manage documents, generate letters, track signatures
Reports HR reports and analytics Generate attendance reports, payroll reports, leave reports
HR Admin Daily Workflow

A typical day for an HR Admin includes:

  1. Morning:
    • Check dashboard for pending approvals
    • Review leave requests and approve/reject
    • Monitor attendance issues
  2. Mid-day:
    • Process employee updates
    • Handle employee lifecycle events
    • Manage documents and letters
  3. End of Month:
    • Generate payroll for the month
    • Review and approve payslips
    • Process payments
    • Generate compliance reports

Job Stages & Pipeline

Overview

Job Stages allow you to customize the recruitment pipeline to match your hiring process. You can create custom stages, reorder them, and move candidates between stages.

Features

  • Custom Stages: Create custom job stages for your workflow
  • Stage Ordering: Drag and drop to reorder stages
  • Stage Movement: Move candidates between stages easily
  • Default Stages: Pre-configured stages for common workflows
  • Stage Analytics: Track candidates in each stage

Reports & Analytics

Overview

Reports and Analytics provide insights into your recruitment process, helping you make data-driven hiring decisions.

Available Reports

  • Application Statistics: Track application numbers and trends
  • Time to Hire: Measure time from application to hire
  • Source Analytics: Track best sources for candidates
  • Stage Distribution: View candidate distribution across stages
  • Interview Metrics: Track interview completion rates
  • Offer Acceptance Rate: Monitor offer acceptance statistics
Related Documentation

Explore related modules and documentation: