To get the most from Recruitment, we recommend you set up the following functions before using the module.
This collection helps you configure Recruitment before you start hiring.
Before you start
Make sure you have:
Contacted Sage HR Support to activate Recruitment after subscribing
General Settings
Create recruitment administrators, disqualification reasons, and custom sources.
Recruitment Groups
Create recruitment groups and assign permission levels for the hiring process.
Pipelines
Create the step‑by‑step process applicants follow during recruitment.
Scorecards
Set up how you rate applicants at different stages in your pipeline.
Practical Tasks
Create practical task templates to use during the recruitment process.
Email Templates
Create email templates to automate applicant communication.
Requisition
Set up how employees request new roles that your company needs to fill.
Data retention
Automate how you collect consent to store applicant data for General Data Protection Regulation (GDPR) purposes.
What to do next?
Once you finish setting up Recruitment, you can start tracking applicants for new roles.
If you use other Sage HR modules, set these up next:
Provide access to employees
After setup, send welcome emails so employees can access Sage HR.
📎NOTE: If you disabled access during setup, enable it now. You can resend welcome emails if needed.
📌TIP: Use the free Recruitment e‑learning courses in Sage University to learn how Recruitment works.
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