This brings us to the Projects section of our walkthrough. For any sourcing activities, it must be saved into an existing or new project. Let’s create a new project for the Software Engineer role we just sourced for.

Note: You can create an unlimited number of projects under the Professional Plan.

Let’s name this project “Sample Project.”

Next, let’s choose add our hiring process template. Select the dropdown.

This will define how many stages our hiring process will have so we can move candidates to different stages to keep our recruitment operations organized.

Select Default Recruiting Process.

Perfect! And then let’s save our project and see our sourcing search results.

Select Save and start sourcing.

hireEZ has found 1306 candidates that match your requirements. Under the Professional Plan, you will be able to see all pages of candidates found for each search.

For each candidate listing, you will be able to see an overview of their skills and experience.

To see a more comprehensive summary of the candidate, simply click on their name.

Let’s drill into Sample Candidate 1.

Here we can see a full breadth of info about this candidate as well as any recent touchpoints with him/her.

In the Details tab, you can see a high-level overview of the candidate’s experience, portfolio, education, education, projects, certifications, languages, and skills.

Next, let’s take a look at the Activities ta

Select Activities.

In the Activities tab, you can leave notes, add tags, see what other projects the candidate is in, as well as any recent touchpoints with the candidate.

Select Files.

Any files, such as resumes, portfolios, or more respective to this candidate, can be added here to help you keep everything organized.

Select Reminders.

You can also set reminders for each candidate to help you stay on top of all your recruitment efforts.

Let’s go back to review the other candidates.

Select X.

You can go through each candidate here and determine whether they are a “Good Fit” or “Not a Fit.” Those that are Good Fit will be sent to your Candidate Pipeline.

For the sake of the walkthrough, we will add the Good Fit candidates into your pipeline for you.

All the Good Fit candidates in the first page of your search results have been pushed into your candidate pipeline.

If you ever want to re-review your Not a Fit candidates, you can view them here.

Now that you are done determining your Good Fit and Not a Fit candidates, let’s take a look at your Pipeline.

Select Pipeline.

These are all the Good Fit candidates that have been pushed in your Pipeline.

You can filter which candidates you would like to see in your pipeline.

Select More Filters.

These in-project filters can be used for many cases such as filtering out candidates that have been already contacted, or to only view candidates with high availability.

Under the Professional Plan, you can also customize hiring stages, allowing you to edit and define the stages that candidates are placed in by selecting the + sign on the right-most side of the pipeline stages above.

As you go through your hiring process, you can return to this pipeline to move them along the stages of your hiring process, which we defined earlier when creating this project.

Select Move to.

By doing so, you can easily move the candidate to the appropriate stage of the hiring process.

If they turn out to not be a fit in the end, you can simply move them to the Reject stage by selecting Reject.

To obtain the contact information for a candidate, simply hover over and click on the contact information. This will use 1 contact credit.

Click on the Contact Information of the first candidate to reveal their email and phone number.

Good job! We have used up 1 contact credit to view this candidate’s contact information.

Note: You get 200 monthly or 2400 annual contact credits under the Professional Plan.

Next, let’s export our candidate list into a CSV file. Each candidate you export equals 1 export credit.

Note: You get 200 monthly or 2400 annual export credits under the Professional Plan.

Click this small checkbox to easily Select All.

Click on Select all 20 candidates.

And then select Export.

Let’s choose the Default template for our CSV file.

Select Default Template.

And then select Export to CSV.

A CSV file of your selected pipeline candidates will be automatically saved into your computer files – not for this demo though.

And that marks the end of the Projects section of the walkthrough. Onto Outreach & Engagement we go!

To begin with, you need to click your profile icon---->Profile Settings--->Email Settings, and make sure your email account has been connected

Under the Professional Plan, you will have almost full access to hireEZ’s Engagement features. This includes

• Single & sequence email engagement
• Bulk email sending
• Customizable email templates
• Email tracking & insights
• Gmail & Outlook integration
• Performance Reports

The only feature not included is Email Delegation (Send on Behalf of).

Let’s engage with the candidates in our pipeline.

Select Engage.

An email box will pop up. You can bulk email as well as personalize them with customizable email tokens (ie. first name, company) into your draft.

You can create customizable email templates that can be easily accessed under Template.

Select Template.

Select [Sample] Hello from [company name].

Nice! The template has been imported and you can send it out now as a single email once you’re ready. What about a sequence though?

With the Professional Plan, you can send email sequences with up to 10 touchpoints.

Select Add Follow-Up to create an email sequence.

Upon selecting this option, you will be presented with the option to either Create New or choose from Sequence Templates that you can pre-define and customize.

Select [Sample] Software Engineer Role at hireEZ.

This sequence template includes 2 touchpoints. Follow-up emails are automatically scheduled to send out 72 hours after the first email. However, you can redefine the schedule yourself as well.

hireEZ also gives provides real-time email analysis to help you construct better email subject lines and content, based on the insider data by our current users.

Click on the Insights button to see this.

Following the insights will improve your candidate response rate.

You also have the option to track who has opened your email as well as who has clicked on any links within your email.These settings can be toggled through the Track button.

Our email sequence is ready to go. Let’s get this out to our pipeline candidates!

Scroll to the bottom and Select Confirm Sequence.

And that’s all there is to Outreach & Engagement! Simple, right?

Thanks for walking through our interactive tour of the hireEZ’s Professional Plan!

Want to explore our other plan options? Check out our other Interactive Demos.