Recruitment: overview & setup

Recruitment in OPS360

The Recruitment module runs hiring end to end — for internal hiring and for recruitment agencies. Candidates are Contacts with a Candidate role, so hires flow straight into HR.

The building blocks

• Jobs — the roles you're hiring for (requisitions), with openings, approval chain and status.
• Candidates — your talent pool. Public applications and recruiter‑added candidates both land here.
• Pipeline — a kanban board per job: Applied → Screening → Shortlisted → Interview → Offer → Hired.
• Interviews & scorecards — schedule rounds and capture structured feedback.
• Offers — draft, approve, send, and convert accepted offers into employees.

Set it up

1. Create a Job under Jobs and get it approved.
2. Publish it to your careers page or add candidates manually.
3. Work candidates on the pipeline board.
4. When someone accepts an offer, convert them to an employee — onboarding takes over automatically.

Agency vs internal

Running a recruitment agency? Turn on Agency mode in Recruitment → Settings to unlock the Agency dashboard and placement financials. See Agency mode & placements.