Hiring

What is Hiring in 365 CRM?

In 365 Lead Management CRM, the Hiring Module introduces a seamless and organized approach to managing recruitment within your business operations. It is designed to simplify how vacancies are posted, applications are collected, and interviews are scheduled — all from within the CRM platform. By integrating hiring capabilities directly into the CRM, it bridges the gap between candidate management and customer relationship management, creating a unified workflow for internal teams.

The Hiring Module is more than just a job posting tool. It enables HR teams and recruiters to customize application forms, manage candidate progress through various hiring stages, and schedule interviews with ease. Whether you're a growing startup or an established enterprise, this module ensures that every step of the hiring process is efficient, structured, and trackable.

From the moment a vacancy is created to the final hiring decision, 365 CRM’s Hiring Module empowers your team to make smarter, faster, and more collaborative hiring decisions — all while keeping candidate communication professional, timely, and well-organized.

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Hiring dashboard and vacancy creation in CRM
Candidate shortlisting and interview scheduling
  • Career Opportunity Management: Create, update, and publish job openings with full role-specific details.
  • Smart Interview Scheduling: Schedule, edit, and track interviews with multi-round support and structured forms.
  • Candidate Shortlisting: Evaluate and shortlist applicants with dedicated forms and custom evaluation fields.
  • Joining & Conversion: Handle joining formalities and convert applicants into staff with seamless transition forms.
  • Notes & Collaboration: Add internal notes and feedback for transparent team-based decision-making.
  • History Tracking: View detailed activity logs and application status history for every candidate.
  • Dynamic Forms: Context-aware forms that adapt to each hiring stage, reducing redundancy and improving speed.
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Streamline Your Hiring Process with Ease

Simplify candidate tracking, schedule interviews, and convert applicants to staff with just a few clicks. Start managing your hiring funnel smartly — all within the 365 Lead Management CRM.

Why Effective Hiring Matters

  • Strong First Impression: A structured hiring flow reflects professionalism and attracts top talent.
  • Talent Relationship Building: Thoughtful interactions throughout hiring foster long-term engagement.
  • Efficient Collaboration: Streamlined processes enhance communication across hiring teams and departments.
  • Candidate Experience: “We value your time and interest — let’s explore how you can grow with us.”
  • Trust & Transparency: Clear stages and updates build trust with applicants and reduce drop-offs.
  • Cultural & Role Fit: Evaluating candidates with a human and contextual lens ensures better team integration.
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Streamlined recruitment workflow in 365 CRM

Step 1 : Career Opportunity

  Go to HR >> HR Opportunity >> Click on Create Vacancy >>  Click Add Vacancies Button >> Fill Required Details >> Submit

Click on HR Opportunity
Please Click on Create Vacancy
Fill up details and Click submit Button

Step 1 : Hiring Form

  Go to HR >> HR Opportunity >> Click on Hiring Form >> Click on Add Form Section >> Click on Add Field >> Save

Go to hr and click on hiring form
click on Add Form section

Step 2 : Hiring Public Form

  Go to HR >> HR Opportunity >> Click on Hiring Form URL >> Open the copied link in a new browser tab >> Fill Required Details >> Submit

Please click on hiring form
Fill required details and click submit

Step 1 : Hiring

  Go to HR >> HR Opportunity >> Click on Change Status >> Select Hiring Status

Please click on Change Status
As per your need select hiring status

Step 2 : Schedule a New Interview

  Select “Interview Schedule” >> Fill Required Details >> Submit

For example we select Interview Schedule
Fill Required Details and click on submit

Step 3 : Convert to Staff

  Select “Joined” >> Select Convert to Staff >> Fill Required Details >> Submit

For Example we select Joined status
Select Select Convert to Staff
Fill Required Details & now submit form

Step 1 : Career Opportunity

  Go to HR >> HR Opportunity >> Click on Create Vacancy >>  Click Add Vacancies Button >> Fill Required Details >> Submit

Click on HR Opportunity
Please Click on Create Vacancy
Fill up details and Click submit Button

Step 1 : Hiring Form

  Go to HR >> HR Opportunity >> Click on Hiring Form >> Click on Add Form Section >> Click on Add Field >> Save

Go to hr and click on hiring form
click on Add Form section

Step 2 : Hiring Public Form

  Go to HR >> HR Opportunity >> Click on Hiring Form URL >> Open the copied link in a new browser tab >> Fill Required Details >> Submit

Please click on hiring form
Fill required details and click submit

Step 1 : Hiring

  Go to HR >> HR Opportunity >> Click on Change Status >> Select Hiring Status

Please click on Change Status
As per your need select hiring status

Step 2 : Schedule a New Interview

  Select “Interview Schedule” >> Fill Required Details >> Submit

For example we select Interview Schedule
Fill Required Details and click on submit

Step 3 : Convert to Staff

  Select “Joined” >> Select Convert to Staff >> Fill Required Details >> Submit

For Example we select Joined status
Select Select Convert to Staff
Fill Required Details & now submit form
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