Recruit | Tips

  • For a Recruit approval process consider using the Key People fields in the vacancy and using these fields within the Approval Process. This will eliminate the use of multiple approval processes for different people.

  • To prevent Hiring Managers moving Candidates into the stage that creates a team member before all Start Details are entered, you may want to use a validation rule on the Application record to prevent the hiring manager from moving the candidate into that stage.

    On the Application object, create a validation rule to check if the Current Stage Name  is Hired and Start Date is blank:

    Copy

    Validation rule

    fRecruit__Current_Stage_Name__c ="Hired" 
    && 
    ISBLANK( fRecruit__Start_Date__c ) 

    If the Hiring Manager tries to move the Candidate to Hired: 

    Screenshot: Rules if Hiring Manager tries to move teh candiate to Hired

    ... they get a validation error: 

    Screenshot: Validation Error message