HR Recruitment

Transform Your Recruitment Process with SharePoint and Infowise

Core Features & Benefits

• Structured Multi-Stage Hiring Workflow – Move candidates through predefined stages, ensuring a consistent and efficient selection process.
• Seamless Candidate Entry – Accept applications by email forwarding or manual entry into the recruitment list.
• Customizable Approval Process – Define HR screening, interviews, technical assessments, and final approvals.
• Automated Emails & Document Generation – Send rejection letters and offer letters in PDF format with a single click using Utimate Forms: Action buttons.
• Color-Coded Status Indicators – Easily track candidate progress using Ultimate Forms: Color Choice columns.
• Role-Based Permissions – Secure sensitive recruitment data by controlling access with Infowise Advanced Permissions.

Step-by-Step Recruitment Workflow

1. Candidate Submission​

• Candidates can be added to the system by forwarding resumes via email, or HR personnel can manually create a new entry.​
• The system automatically categorizes candidates, allowing recruiters to start evaluations immediately.

2. Initial HR Screening​

• HR recruiters review applications using an interactive, wizard-based form, ensuring all required fields are completed before advancing candidates.

3. Technical Interview & Evaluation​

• Shortlisted candidates undergo a technical assessment with structured feedback fields.
• Using Ultimate Forms: Associated Items, interviewers can attach notes, test results, or supporting documents directly within the candidate’s profile.
• Conditional logic determines whether candidates proceed to the next stage.

4. HR Interview & Culture Fit Assessment

• HR personnel assess soft skills, salary expectations, and overall fit.
• Additional documentation, such as reference checks, can be attached using Ultimate Forms: Document Link columns.

5. Division Approval Process

• The hiring manager or department head reviews the final list of candidates.
• Ultimate Forms: Alerts notify approvers about pending decisions.
• Status updates are reflected in real-time using Ultimate Forms:  Color Choice coding.

6. Final HR Approval & Job Offer Generation​

• Once all approvals are in place, HR can automatically generate a job offer letter in PDF format.
• Offer letters or rejection notifications are sent using Ultimate Forms: Action buttons.
• The system records final hiring decisions for reporting and compliance.

Automated Status Tracking & Notifications

To ensure seamless coordination, the system provides:​

• Utimate Forms: Alerts (Automated email notifications) for interview invitations, approvals, and offer letters.
• Real-time status tracking with Utimate Forms: Color Choice color-coded indicators for each candidate.
• Custom dashboards for monitoring recruitment trends and identifying bottlenecks.

How to Get Started with the HR Recruitment Template

1. Set Up Job Roles & Recruitment Lists – Define positions and qualification criteria.
2. Add Candidates – Accept applications via email forwarding or manual entry.
3. Evaluate & Approve – Use structured forms and approval workflows to assess applicants.
4. Track Status in Real-Time – Leverage Ultimate Forms: Color Choice & Ultimate Forms: Alerts.
5. Generate & Send Offer Letters – Automate the final stage with PDF document generation.

Why Use Infowise Ultimate Forms for Recruitment?

• No-Code Customization – Easily adapt the template to your needs without coding.
• Seamless SharePoint Integration – Works in SharePoint Online and On-Premises environments.
• Automated Workflows – Reduce manual effort with Infowise Business Process Automation.
• Enterprise-Grade Security – Ensure compliance with Infowise Advanced Permissions.

Who Should Use This Template?​

• HR Teams managing end-to-end recruitment processes.
• Recruitment Agencies needing an automated hiring workflow.
• IT & Engineering Firms conducting technical assessments.
• Enterprises & SMEs seeking an efficient, no-code SharePoint-based solution.

Conclusion

The HR Recruitment Template powered by Infowise Ultimate Forms provides a modern, automated approach to hiring. From candidate tracking to final approvals, this template ensures efficiency, transparency, and compliance within Microsoft SharePoint. Start optimizing your recruitment process today with Infowise Ultimate Forms!​