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
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 in 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 applying your sourcing settings.
These settings will persist while you are working on a project and include Notes, Pools and Vacancies, Custom fields, Source, Status and Tags. When you are ready to move on to another project, click the pencil icon to edit the settings or clear them by clicking Reset.
Parsing Attachments
Next, click “More” on the LinkedIn Profile and then choose Save to PDF. This automatically saves the LinkedIn profile PDF as an attachment on the Beamery contact and begins parsing it.
Initially, this process will collect the name and, if available, email address of the contact. After you create the contact in Beamery, the attachment will be further parsed to include data like skills, work experience, location and more on the Beamery profile. This process will take a few seconds (in some cases, up to 2 minutes) and you will then be able to view the full contact in Beamery and in the Extension, without needing to leave LinkedIn. Once you have the correct Sourcing settings and have attached the PDF of the LinkedIn profile for parsing, click “Create contact in Beamery”.
You’ve now created the contact in Beamery. It’s now searchable in your database by name, email, or you can view the profile in LinkedIn and easily access the Beamery profile via the Extension.
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 click Public profile and choose “Open profile in new tab”.
This allows you to use the Extension in LinkedIn public to check if the contact already exists in your database. If they do not and you wish to proceed creating their Beamery profile, follow the steps above for creating a contact in LinkedIn Public.
Once you have created the contact in Beamery, you can use the Extension in LinkedIn Recruiter to view their profile by searching for them with their name, email address or LinkedIn public profile URL.
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 quick access to the synced Beamery Vacancy for a seamless workflow.