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How to create a recruitment lead?

Recruitment Module - Chapter 1 - Recruitment flow

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Written by Kees Diekmann

Before we begin

Most recruitment leads are automatically added to Agency Suite through an API or the Crew Portal. For example, leads may come from your website, an online recruitment form, or another recruitment platform.
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Sometimes, however, you may need to create a recruitment lead manually. This article explains how to create one and add them to the recruitment flow.
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There are two versions of this guide:

  • A short version for experienced Agency Suite users

  • A detailed version for users who are less familiar with Agency Suite

Short version: how to create a recruitment lead

  1. Log in to Agency Suite:
    ​https://agencysuite.briggsandwalker.com/

  2. Go to Recruitment → Candidates.

  3. Click Search Candidates to load the candidate list.

  4. Click the green + button to open an empty candidate form.

  5. Fill in the details of the recruitment lead.

  6. Make sure you select the correct Office, Recruitment Channel, and Source.

  7. Click Save to add the recruitment lead to the recruitment flow.

Step 1: Log in to Agency Suite

  • Go to Agency Suite in your browser

  • Log in using your Agency Suite account
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If you cannot log in or receive an error message, contact your manager. Include the error message shown on your screen and explain what you were trying to do. This will help your manager or Briggs+Walker Support investigate the issue more quickly.

Step 2: Open the Recruitment module


After logging in, use the menu at the top of the screen and go to:

Recruitment → Candidates

This opens the Candidates screen, where recruitment leads can be viewed and managed.

Screenshot: Navigating to the Recruitment module

Step 3: Load the candidate list

When you first open the Candidates screen, the list may appear empty. This does not necessarily mean that there are no recruitment leads.

You may first need to load the results. Click Search Candidates and wait for the candidate list to appear on the left side of the screen. You can also use the available filters to search for a specific candidate or narrow down the results.

Screenshot: Loading the candidate list


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Step 4: Open a new candidate form

Click the green [+] button in the top-left corner of the screen.

An empty candidate form will open on the right side of the screen. You can use this form to enter the information of the new recruitment lead.

Screenshot: Opening an empty candidate form


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Step 5: Enter the recruitment lead’s details

Complete the fields in the candidate form. Required fields are marked with an asterisk (*). Most fields are straightforward, but pay attention to the following fields:

  • Office
    Select the office that the lead is meant for. If you select the wrong office then the recruitment lead will disappear from your own candidate list.
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  • Recruitment Channel
    Select the channel through which the lead entered the recruitment process. You only have to do this when creating a lead manually into the system.
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  • Recruitment Source
    Select the specific source of the recruitment lead, such as a website, campaign, referral, or recruitment platform.

Step 6: Save the recruitment lead

Once you have completed all required information, click Save. The recruitment lead will now be added to the recruitment flow in Agency Suite.

You can then continue with the next step, such as contacting the lead or inviting them to a job interview. The follow-up process is explained in the next article.

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