Agents help staffing and recruiting firms stay responsive to candidates and clients throughout each placement.
Send approved staffing proposals with the files the buyer requires.
Your RFP proposal goes to the buyer when the package meets their instructions. You get a sent-mail receipt or a clear issue to resolve.
Follow up with hiring clients on unanswered placement conversations.
Keep sales follow-up emails moving on the dates you choose. See the exact text sent or why a prospect thread needs your attention.
Track first emails to prospective clients and list leads needing a reply.
Your lead status reflects first outreach, and you get a short list of leads awaiting your personal reply.
Follow up with prospective hiring clients about the next step.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Send candidates interview times with a named regional host.
Give colleagues meeting choices within the guest's local hours, with a host and booking link for every time, right in the chat thread.
Choose the right booking link for a candidate or client meeting.
Your colleagues get a clear answer about which booking link to share, based on your meeting guide and current meeting pages.
Remove reassigned recruiters from client and placement channels.
Your roster shows which channel removals worked and which memberships still need attention after a departure or role change.
Replace outdated interview joining details for candidates and clients.
Your meeting invitation has the latest joining details after you post them in team chat, and you see whether the calendar accepted the guest update.
Prepare checked packets for workers starting new assignments.
Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.
Prepare state forms for placement hires before HR review.
Your HR team gets a new hire packet for the confirmed work state, with a review checklist and any missing forms flagged before delivery.
Prepare a draft welcome packet from confirmed start details for new hires.
Get a draft new hire welcome packet PDF in your shared folder, ready for the manager to review before it reaches the hire.
Log client staffing agreements and key dates from shared files.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.