Welcome to the interactive walkthrough of the hireEZ’s Standard Plan. Following the structure of the average hireEZ user’s workflow, we will be going over the following:

• AI Sourcing
• Projects
• Outreach & Engagement

Let’s start off with exploring our AI Sourcing feature.

Click on Source Candidates to start.

With the Standard Plan, you will have access to General, Company, Experience, Education, and Language Filters to refine your candidate search.

Now let’s have you try it for yourself!

You are a hireEZ recruiter looking to fill an open Software Engineer position. We will provide you with a sample job description.

Let’s input the information based on the provided information.

Input Software Engineer for Job Titles and include only those that currently hold that position.

Nice! With any input, hireEZ’s AI algorithm will recommend similar job titles and skills to help you expand your search.

Next, let’s input Mandatory and Preferred Skills.

Mandatory skills means the candidate must have this as a skill, whereas Preferred Skills means the skill is preferred but optional.

Great job! You can further refine your search by adding skills recommended by hireEZ’s AI algorithm.

And finally, let’s input Locations and Years of Experience based off the job description, and exclude Keywords “Senior” and “Sr” to make sure we aren’t sourcing over-qualified talent.

Perfect! Let’s move onto Company Filters next.

Click on Company.

With Company filters, you can target or exclude candidates from specific companies or based on company size or type.

Let’s exclude hireEZ since we don’t want to target our own employees.

Great job! Current hireEZ employees will be excluded from from your sourced candidates.

Next, let’s move onto Experience requirements.

Click on Experience.

Based on the job description, let’s input the education requirements.

We’ve defined our experience requirements to include candidates that have been in their current role for 0-6 years and are currently in junior level positions.

Next, Select the Education tab.

Let’s define Education Requirements.

Nice! We have included all candidates with a Bachelor or Master Degree in the majors we have are looking for.

The system will help you to search the relevant majors, school or companies when you click the check box. You will be able to find the list under persona/insights page

Finally, let’s look at Language filter.

Click on Language.

With the Language filter, you can discover multilingual talent with ease.

Since the current role we are sourcing for doesn’t have any language requirements, we will leave it blank.

With all your inputs and filters ready, you can calibrate your search by reviewing the sample candidates and letting hireEZ’s algorithm know whether the sample candidates presented are a "Good Fit"" or "Not a Fit."

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

Now that you’ve successfully calibrated your ideal candidates, select Start Sourcing.

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 Standard 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 2000+ candidates that match your requirements. You will be able to view 3 page results (70 candidates) for each search under the Standard Plan.

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 tab.

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 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.

Great job! You have pushed all the Good Fit candidates 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 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.

As you go through your hiring process, you can return to this pipeline to move them along the stages of your hiring process defined earlier by the hiring process template.

Note: Hiring stages are only customizable in the Professional or Enterprise Plans.

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 100 monthly or 1200 annual contact credits under the Standard Plan.

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

Note: You get 100 monthly or 1200 annual export credits under the Standard Plan.

Click this small checkbox to easily Select All.

Click on Select all 54 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 Standard Plan, you will have access to hireEZ’s Engagement feature. This includes bulk emailing, customizable email templates, tracking, insights, and Gmail integration.

Let’s connect 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.

Note: This will use up contact credits to unlock the contact information of the selected pipeline candidates.

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

Select Template.

Select [Sample] Hello from [company name].

Perfect! 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.

Click on Track toggle your email tracking settings.

You have the option to track who has opened your email as well as who has clicked on any links within your email.

You can also schedule your emails to send at a later date and time through the Send Later button.

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

Select Send.

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

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