🧠Learning Outcomes:

At the end of this article, you'll be able to:

  1. Learn how to manually assign candidates
  2. The recruiters want to reassign the candidate to another recruiter
  3. Know how to set up the automatic assignment
  4. Understand what happens when the lead is assigned

📌Why is it important?

Candidates get confused if they've been contacted by different recruiters of the same company and somehow, it falls off their interest to pursue their application.

To address this concern, Talkpush has a great feature of distributing the incoming leads (candidates) to the recruiters by using the Recruiter Assignment feature. This can set up to run automatically, i.e. all new candidates that are added to the campaign are assigned to one or more recruiters OR manually, i.e. the company admin can manually assign any lead (candidate) to any specific recruiter in the team.

📝Use Case:

  1. The head of recruitment wants to evenly distribute the incoming leads to the recruiters

⚙️How to configure it?

I. Manual Assignment

The users with an owner and a manager role can manually assign the candidates to any recruiter in the company (Remember, this requires the recruiter to have access to that one campaign).

Here's how to do it:

Step 1: Upon logging in to Talkpush, select a candidate.

Step 2: On the chat UI, click on assign to manager button.

Step 3: Clicking on it will open up a pop-up box with the list of all recruiters in the company. Simply select the recruiter to assign the candidate to.

Step 4: Lastly, click on the assign button.

You will be able to see the currently assigned recruiter on the candidate profile.

II. Automatic Assignment / Round Robin Assignment

The automatic assignment takes all new incoming leads (candidates) in a specific campaign and distributes them evenly to your designated users. This is done using an algorithm called Round Robin and this is done at a campaign level. So if you have multiple campaigns where you need the distribution to be set up it will have to be done for each campaign.

Here's how to do it:

Step 1: Upon logging in to Talkpush, select the campaign where you want to set up the round-robin assignment

Step 2: Go to campaign settings

Step 3: On the left pane, click on permission settings

Step 4: Drag the users to the round-robin assignment column

Step 5: Lastly, click on the Save button.

How Round Robin distribution works: Let's say there are three recruiters in the Auto Assign queue. Now, if six leads are added to your campaign, Candidate 1 will be assigned to Recruiter A, Candidate 2 to Recruiter B, Candidate 3 to Recruiter C, Candidate 4 back to Recruiter A and so on in a cyclic order.

III. What happens when a lead is assigned?

Once a lead is assigned, the assigned recruiter will be able to filter them very specifically. At the recruiters' end (whoever has received any assigned candidates) the Campaign drop-down list will show an additional option - My Leads. When the recruiter selects this option, the candidate list will be filtered with only the leads assigned to that specific user (recruiter).

Working on a dedicated set of leads (candidates) allows recruiters to be more accountable for the candidates they are responsible for. This feature also allows for better focus and concentration as the recruiters aren't distracted by the huge volume of candidates that are constantly getting added to the campaigns.

💡Pro-tip:

Track the productivity of each recruiter on the analytics tab.

Simply follow these steps:

Step 1: Upon logging in to Talkpush, go to the analytics tab.

Step 2: On the left pane, click on the activities

Step 3: Scroll down to the view different reports such as processed leads chart, Processing volume, time per recruiter and Processed leads by user and more.

FAQs:

1.. What will happen to the candidates if there's no recruiter under the round-robin assignment?

-If there's no recruiter in the round-robin column, then the candidates won’t be assigned to any recruiter.

2. What will happen if there's only 1 recruiter in the round-robin column?

-All the candidates will be assigned to this user.

📚Related Articles:

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