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Documentation Recrutifyhub

Knowledge Base Guide

Quick Startup Guide

Getting Started

  • Recruitifyhub: Introduction
  • Know The Work Flow
  • Setting
    • Profile Settings
    • Notification Settings
    • Currency Settings
    • Payment Credentials
    • Finance Settings
    • Tickets Setting
    • Company Settings
    • Attendance Settings
    • Leave Settings
    • Custom Fields
    • Roles and Permissions
    • Message Settings
    • Lead Settings

Admin

  • How to Register & Signup as Company Admin
  • Admin: One time settings

Employee

  • Employees
  • How to Add Designation & Department
  • How to Add Employee – How does an Employee Register?

Clients

  • Clients: Summary
  • Creating Client
  • Client Filters

Leads

  • What is Lead
  • Add Lead
  • Lead Follow-Up
  • Lead Forms
  • Lead KanBan Board
  • Lead Form – Custom Field
  • Lead Report
  • Lead Filters
  • Lead Settings

HR

  • Employees
  • Leaves
  • Shift Roster

Work

  • Contracts

Finance

  • Estimates
  • Proposal
  • Home
  • Docs
  • Getting Started
  • Know The Work Flow

Know The Work Flow

UNDERSTANDING THE WORKFLOW OF RECRUITIFYHUB

To efficiently navigate and utilize the RECRUITIFYHUB software, it’s essential to have a good understanding of its workflow. To simplify your experience, we’re providing a detailed overview of the software’s operational process.

HOW DOES THE OWNER/ADMIN REGISTER?

The Owner/admin is the initial individual responsible for registering and overseeing the entire working system of the company.

The procedure for registering the authority is as follows:

1. The login page is seen on the initiation of the organization setup, login credentials can be created by the fields provided there.

2. The individual is permitted to change the settings section as per the organization’s need and customize it. 

3. After the editing of details and credentials for themself is done, then the setup is ready to be customized as per the requirements.

4. Admin is the main person who has the power to add employees and clients to the team further. Thus, their permissions are also editable by the admin.

Features for OWNER/ADMIN

  • Freedom to control and supervise the added members.
  • Timely Report Analysis for work improvement.
  • Addition and Deletion of previously added and new roles in the organization’s system.

HOW DOES AN EMPLOYEE REGISTER?
An employee is a person employed by a company to perform tasks for them. The process of registering an employee is managed either by the admin or by another designated role/employee authorized by the admin. Registration can also occur through an invitation link sent to the employee, facilitating their enrollment in the system.

1. Once an individual is accepted as an employee in the organization then, there are two ways to register: 

  1. One of them is that the admin or a role created by the admin with permission adds the selected employee in the database.
  2. Another way is to send the invitation link to the employee to join and add their details to the organization’s database.

2. After the addition of the employee is done, the working system of Recruitifyhub sends the generated credentials to the employee’s email via which the individual can log in.

3. Change in credentials like passwords is allowed to individuals through their account settings.

Features for EMPLOYEE

  • Progress tracking for individual tasks and projects.
  • All finance tracking related to the organization is compiled in one space.
  • Easy management of organization-related affairs.

HOW DOES THE CLIENT REGISTER?

A Client, whether an individual or a group, selects the organization to fulfill their requirements. When such entities or individuals engage the organization for services and mutually agree to the terms and conditions outlined in a legal agreement, they are registered as clients in Recruitifyhub. The registration follows a specified format to ensure clarity and accuracy in documenting the partnership.

1. The registration for a client in the system can be done by the admin or an employee with permission for registration.

2. Admin/Employee can add client details in the database via which log-in credentials for the client are generated and sent to their email for logging in.

3. After the client logs into the system, they can edit their details from the profile settings section. This section allows the addition of individual details and photographs as well.

4. There is also an option for self-registration, wherein client add their information and log in after adding the organization details into the organization’s system. This can be done when the admin has enabled this feature in the system, from settings.

Features for CLIENT

  • Quick updates with the projects signed between the two parties.
  • Reliable information and conversation platform between the organization and the client.
  • Compilation space for all legal and financial documents shared.

SUMMING IT UP!

After reviewing the comprehensive instructions for configuring your workspace in RECRUITIFYHUB, let’s briefly summarize and address any potential concerns.

The setup process initiates from the login page, where the admin’s credentials are generated. The admin holds the authority to create login details for adding new individuals to the company’s database. This power to register new members and delegate such authority is solely controlled by the admin.

Essentially, the primary authority lies with the admin. Therefore, any editing or modifications require permission from the admin to ensure proper control and security measures. If there are any uncertainties or questions, they should be clarified with the admin.

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Updated on November 2, 2023
Recruitifyhub: Introduction

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