Recruiter Assignment

Assigning recruiters to process candidates.

Perry Santiago avatar
Written by Perry Santiago
Updated over a week ago

Organize and distribute incoming leads to your team manually and automatically with the Recruiter Assignment feature.

Here's Perry for a quick video tutorial.

Manual Assignment

Users with owner and manager access can manually assign the candidates to any recruiters with access to the campaign. Meanwhile, users with Limited Manager access can self-assign leads!

Single Candidate Assignment

1. Go to the Leads Tab, and on the candidate’s profile, click on Actions.

2. From the dropdown menu, select Assign to Manager.

3. On the pop-up, select the recruiter's name then hit Save.

Multiple Candidates Assignment

1. On the Leads Tab, select multiple candidates to activate the bulk action options.

2. Select Assign Recruiter from the Bulk Actions menu.

3. Then, select the name of the recruiter on the drop-down list and then click Save.

4. Confirm the action by clicking Yes on the pop-up message.


Round Robin Assignment (Automatic Assignment)

Automatically distribute all candidates evenly to your designated recruiters.

1. Select a campaign then go to Campaign Settings.

2. Click on Permission Settings to access the list of recruiters with access to the campaign.

3. Drag the users to the Round Robin assignment column and click on Save.

Note: If there is only one recruiter in the Round Robin column, all the candidates will be assigned to them.

Track the productivity of each recruiter on the Analytics Tab.


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