Vacancies help you manage candidates that are in your hiring process. These might be candidates that have applied for a role or candidates that your team has sourced and qualified as interested.
Note: Your company's use of Beamery’s Vacancies feature will depend on your internal workflows, your use of an ATS, and whether your ATS is integrated with Beamery. Ensure that you are familiar with the best practices of your specific organization.
To learn how to create a new vacancy, check out this article.
Table of Contents
Understanding the Vacancies List
To navigate to the Vacancies list, click the CRM icon in the left hand sidebar, then select the Vacancies tab in the top navigation bar.
Take a look at the below image to familiarize yourself with the Vacancies List:
a: Search and Filters - Use the search box and dropdown menus in this area to search for a specific Vacancy using keywords, or filter by status, group, global tag, owner or manager. Learn more about searching for Vacancies here.
b: Add Vacancy Button - Use this button to begin creating a new Vacancy. Find instructions for creating a new Vacancy here.
c: Sort by Dropdown - Use this dropdown to change the order in which Vacancies are displayed. Choose from Newest First, Oldest First, Last Opened or First Opened.
d: Vacancy Details - Here, you will see the name of a Vacancy, then the Vacancy ID. Below this, you will find department, manager and owner information. Click More info to see the Vacancy description and any Global Tags associated with the Vacancy. Click on the name of a Vacancy to open the Vacancy Metrics Page.
e: Vacancy Sharing Details - Here, you will see whether a Vacancy is Shared, Public or Private. Vacancies that have been shared with specific users in Beamery will show the initials of those users in this area. Click the Share button to share a Vacancy with a user or team, and use the vertical ellipsis button to edit, delete or copy the Vacancy ID.
f: Vacancy Stages - In the Vacancy list, you will see at-a-glance information on the number of candidates who sit at each Vacancy Stage. Click on a Vacancy Stage in this area to go to a grid view of all candidates in that stage of the Vacancy.
Navigating the Grid View of a Vacancy
To navigate to the grid view of a Vacancy, click on a Vacancy Stage below the name of a Vacancy in the Vacancies List.
Take a look at the below image to familiarize yourself with the grid view of a Vacancy:
a: Vacancy Details - Here you will see the Vacancy name, status and owner. Use the vertical ellipsis button in this area to copy the Vacancy ID, edit or delete the Vacancy.
b: Filter Options - Use the Show filters option to open the filter panel; use the saved filters dropdown to select and apply a saved filter; or use the vertical ellipsis button to save the filters you currently have applied for future use.
c: Grid Buttons - Use the Show Columns button to add or remove columns from this view of the grid, or use the Create Contact button to manually create a new Beamery Profile.
d: Vacancy Stages - Here, you will see the total number of contacts in a Vacancy, followed by the number of contacts at each Vacancy Stage. This is separated into open and closed Vacancy Stages for simpler tracking of active candidates.
e: Candidate Profile - Here, you will find the profiles of candidates in the Vacancy. Click on a candidate’s name to open their profile to review and make changes.
Understanding Vacancy Metrics
To navigate to the Vacancy Metrics, click on the name of a Vacancy from the Vacancies List.
Take a look at the below image to familiarize yourself with Vacancy Metrics:
a: Action Buttons - Use the Share button to share this Vacancy with another Beamery user or team, use the View Contacts button to go to the Grid View of this Vacancy or use the ellipsis button to edit or delete the Vacancy.
b: Vacancy Funnel - Here you will see a Vacancy Funnel chart for this Vacancy, showing you the number of candidates at each open Vacancy Stage.
c: Candidate Source - Here you will see a pie chart showing you the distribution of sources among the candidates in this Vacancy.
d: Contacts Added - Here, you’ll see the number of contacts added to the Vacancy for a given time period. Adjust the time period using the options at the top of this chart.
e: Stages Assigned - Here, you’ll see a chart showing you the number of contacts assigned to each Vacancy Stage.
Vacancies help you to manage candidates that are in your hiring process, and the Vacancy Metrics allow you to easily track your Vacancy funnel and activity.