Increasing Your Effectiveness with Automated Workflow

Running a search firm can be extremely demanding and stressful. Many challenges are unique to recruiting, such as the need to personally understand and fulfill clients’ requests. This requires placing the ideal candidate in a specific time frame while managing people and processes within your company at every stage of the process. Implementing automated workflow technology at your recruiting firm is an effective way to save time and improve your firm’s reputation. As a result, this enables you to focus on creating and maintaining quality relationships with clients, therefore placing more candidates and increasing profits.

Explore the benefits of implementing automated workflow at your company.

Automated workflow saves consultants and recruiters time by automatically delegating tasks to the appropriate person, allowing you to choose who completes tasks and when. Most significant, though, is automated workflow’s ability to trim superfluous steps from outdated processes, contributing to increased profit margins across the company. Efficiency is the name of the game when it comes to automated workflow, and it doesn’t disappoint, with features that ensure tasks never slip through the cracks. Adopting an effective automated workflow engine also improves a company’s professional standing, making it more attractive to clients.

Automated workflow can improve your firm in ways you didn’t realize were possible.

Many search firm applications confuse automated workflow for task lists. Automated workflow is more powerful; it is process management. Automated workflow can be utilized for any repeatable process within your company or any frequently used document. A few examples where your firm might use automated workflow to manage processes are:

  • Client Onboarding
  • Parsing and sanitizing resumes and candidate information from popular job boards, assigning the new candidate as “Unscreened”
  • “Next Steps” for candidate or client communication
  • Automated emails sent as often as you like

 Document assembly and automation is also a great benefit of automated workflow. Document automation eliminates user error and gives recruiters a starting point for compiling a form document in a fraction of the time it would take a human to type out fields, enter info, and complete the form. Some template examples you can create are:

  • New Client Forms
  • Job/ Search Orders
  • Candidate Information and Resume Form
  • Internal and External Submissions
  • HR Paperwork and Billing

 Ways to ease automated workflow into your company:

  • Start small: Consider automating something basic at first, such as communication reminders. This benefits your firm by eliminating the potential for forgotten follow-up calls, emails, or face-to-face visit, which in turn reduces the number of candidates that might be followed up with and placed by a competitor.
  • Don’t drastically change your current processes: Keep your processes similar to what they are currently but use automated workflow tools to make them more efficient.

If you’re interested in learning more about automated workflow or adding it to your company’s tools, send me an email at or give me a call at 972-571-8070.  –Ashley Denninger, Centerbase Staffing

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