It’s always one of the first projects recruitment businesses tackle after investing in automation, and for good reason. The temp journey is high volume and admin-heavy – the perfect combo to see ROI, fast. Let’s jump into a few easy automation wins to kickstart your temp, contractor or locum journey.
Start date notifications and post-placement check-ins
The first question I always ask when building this sequence is “what is the business’s expectations?” In other words, when do you want consultants to be checking in with their candidates?
What to set up?
In most cases, it’s creating a series of internal notifications, sent to the placement owner on critical dates in your post-placement journey. There may also be some scenarios where it’s better off being sent as an email or SMS to the candidate.
The timing always changes, depending on industry, but some common touchpoints are:
1-3 days before start date
Start date
End of first week
End of first month
Within your notifications, it’s a good idea to include any actions you want the consultant to take e.g. discussion points, what to log in the ATS etc.
Extension/redeployment reminder
It’s easy to lose sight of extensions, so this sequence is set up with two goals in mind:
Secure an extension
If the above isn’t possible, redeploy the candidate elsewhere
This is all about getting ahead of the decision-making process. Candidates want security – they want to know what’s next – and this automation gives you that edge so nothing falls through the cracks.
What to set up?
I’ve seen this done in a couple of ways – the most common being an internal notification sent to the placement owner X weeks before placement end date.
Some businesses prefer to set this up as an email to candidates/hiring managers and while it does speed up the whole process, it does open yourself up to errors – the most common being when an end date changes but isn’t updated in the ATS (I’ve also seen terminated candidates sent extension emails because the consultant forgot to update the placement status).
Again, include any actions you’d like the consultant to take off the back of the notification.
Placement data health updates
An easy win that is often overlooked, this is all about using the data you collect for placements, to update candidate records.
What to set up?
Using an ‘update field’ step, copy over any relevant data from new placement records to the corresponding candidate record. Some examples include:
‘Placement job title’ to ‘candidate job title’
'Placement end date’ to ‘candidate date available’
'Placement pay rate’ to ‘candidate pay rate’
'Placement employment type’ to ‘candidate employment preference’
'Placement company name’ to ‘candidate company name’
Need an extra hand?
If you’re fighting a losing battle with your tech stack, we’re here to help! The Three Sixty Digital team works with all the common automation platforms in recruitment, including Bullhorn Automation and Roi-AI.
Learn why more APAC recruiters choose Three Sixty Digital, or start the conversation here.
