The Beamery Extension is a powerful sourcing tool that allows you to add new candidates to your CRM and make updates to existing candidate profiles directly from web pages and social media profiles.
Incorporating the Beamery Extension into your candidate sourcing process allows you to quickly and easily add a candidate’s contact information, education, experience, resume, and more to Beamery as soon as you find it, without ever leaving their social profile. Freeing you up to begin nurturing relationships with candidates as soon as you discover their profiles.
A list of FAQs surrounding use of the Extension can be found here.
Table of Contents
Getting to know the Beamery Extension
Using the Extension with Chrome
Creating and Viewing Profiles with the Extension in LinkedIn Public
Creating and Viewing Profiles with the Extension in LinkedIn Recruiter
Auto-logging LinkedIn InMail
Using the Extension in Workday
Getting to Know the Beamery Extension
The Beamery Extension can be used over most web pages and social profiles to add candidate profiles to Beamery, or update existing Beamery profiles. The Beamery Extension can be used on the public version of LinkedIn and LinkedIn Recruiter. This means that you can view existing contacts and add new contacts when using LinkedIn Recruiter. However, LinkedIn Campaigns are not supported by the Beamery Extension.
Using the Beamery Extension in Chrome
To get started, make sure you've downloaded the Beamery Extension here. Once installed, open the extension over a webpage, click the Beamery Icon in your Chrome taskbar. Note that to use the Beamery Chrome Extension, you will need to be logged into the Beamery app.
The Extension can be closed by clicking this icon again, but note that you do not need to close the Extension as you move from one social profile to another. The extension will reload automatically on most social sites, including public LinkedIn, but you may need to re-open the extension when using LinkedIn Recruiter Lite.
Creating and Viewing Profiles with the Extension in LinkedIn Public
Once you land on the social media profile of a person who you would like to create a profile for, check to see if they exist in your database first. In LinkedIn public, contacts who already have a profile in Beamery will show with their contact details already filled in (shown below).
If the contact does not already exist in your database, you will see the Create contact screen where you will begin by adding the contact’s full name (1). Then, enter the contact’s email address (2) if you have it. You’ll also have a field to upload a contact’s resume or LinkedIn profile to their Beamery contact (3). Lastly, you have the ability to set your sourcing settings (4). These settings will persist while you are working on a project. When you are ready to move on to another project, click the pencil icon to edit the settings or clear them by clicking Reset (5).
Under Sourcing settings you have easy access to add a note (6), assign the contact to a Pool (7) or a Vacancy (8), and add values to your Beamery Custom Fields for this contact (9). Below that, you are able to set the Global status, Global tags, Profile tags, and Source (10), as well as the Beamery user you wish to assign the contact to (11). To clear the sourcing settings from a previous project, click Reset (5) at the top of the Sourcing Settings to clear all fields. Once you’ve finished picking your settings, click Save sourcing settings (12) and then choose Create contact in Beamery on the main screen to load the contact into your database.
Creating and Viewing Profiles with the Extension in LinkedIn Recruiter
When viewing a profile in LinkedIn Recruiter that you wish to bring into Beamery, it is best practice to use the search bar at the top of the Extension to check that the contact doesn't already exist in Beamery.
If you have verified that the contact does not exist in Beamery and you are ready to create this contact in Beamery, follow the same steps to create a profile in LinkedIn Public. In LinkedIn Recruiter, however, you will need to copy the Pubic profile URL and paste it into the Extension. This aids in reducing duplicates.
If you accidently create a contact that already exists in Beamery, this URL will stop the Extension from making a new profile. Rather, it will update the existing profile with any new information. For example, if you create a contact that already exists and associate it with a Pool that the existing contact is not already a part of, the only change will be that the existing contact gets added to the Pool. All other steps, including managing your sourcing settings, remain the same as when creating contacts in LinkedIn Public.
Logging Activities in LinkedIn Public and LinkedIn Recruiter
Keeping an accurate history of communication is vital to a cohesive candidate experience, so when you message a contact in LinkedIn, be sure to log the message by moving into the Timeline tab and clicking Log activity.
Choose InMail as the activity type and paste your message into the window. You can choose to make the message private if you wish. Then click Log activity to sage the message to the profile Timeline.
Using the Extension in Workday
Leverage the Extension inside of Workday too. Launch the Extension from a job req in Workday to gain valuable insights including how many contacts Beamery's AI has identified within your existing database that would be a good fit for the role.