Skip to main content

CRM

Recruit Wizard Tips: 3 Features That Save Recruiters Time

Unlock overlooked Recruit Wizard ATS/CRM features. See how interview scheduling, resume visualisation, and task management save time and boost results.

Published Updated CRM · ATS · Analytics · Recruitment Process

Three Recruit Wizard features that save recruiters the most time, and are often overlooked, are built-in interview scheduling, visual resume review and in-built task management. Each one removes a manual step that most consultants still do by hand.

We all use an array of different technologies every day, and it’s easy to get into the habit of using the same features day in, day out. That’s fine, but it often means we don’t know what we’re leaving on the table. Recruitment platforms like Recruit Wizard’s CRM and ATS are feature rich and constantly improving, so it pays to look beyond the basics.

Here are three features that are easy to learn and a real winner for you and your team.

#1 Interview scheduling in your CRM

Interview scheduling is standard work for any recruiter, and it’s often still done twice: you send an invite from your Google Workspace or Outlook calendar, then log the meeting in your ATS/CRM separately.

Why do it twice? In Recruit Wizard, you set the interview against the candidate and job, and the platform schedules the meeting and sends the invite to your client and candidate. If you use Microsoft Teams, the meeting link is generated automatically too. It’s a simple feature that is easy to implement and saves time on every role.

#2 Faster resume review

Reviewing resumes is a core part of the role, and for most recruiters it’s still a manual, time-consuming one.

Resumes also come in a variety of shapes and sizes and there’s such a wide gulf in quality that it can be a nightmare to review them all. There are plenty of ways to make that easier, but one clients can miss is the use of data visualisation to make it easier for you to speed up the process.

In Recruit Wizard, for example, you can display a resume in a visual format. It makes it easier to review a resume on the fly when looking at specific factors such as length of tenure. You can see at a glance that someone had a long-term role followed by a number of shorter positions. It gives you a feel for the resume in seconds, rather than reading five pages to find basic information.

AI candidate summaries go a step further, condensing a resume and the candidate’s history into a short overview. You can read more on the AI recruitment platform page.

#3 In-built task management and reminders

A good ATS/CRM should have a range of automation features. The idea behind this is to utilise your ATS/CRM as a one-stop tool to manage your client and candidate interactions. As with the first tip, why spend time managing client interactions across multiple tools? It’s an inefficient way to work.

Within Recruit Wizard, we have an in-built task management tool that is designed to automate your client and candidate interactions easily. You can set call backs and follow ups with ease in Recruit Wizard, giving you automated reminders of when you need to complete a task.

It has the added bonus for agency owners of providing an entire client/candidate overview, a complete picture of the engagements with a client over time all in the one place. It’s great when transferring clients across the team to ensure a recruiter knows the history with the client and can seamlessly transition into the role.

How do you get more out of your recruitment software?

Software tools like Recruit Wizard are incredibly feature rich and if you spend a little time in learning more than the basics, it can be incredibly lucrative for your business. We can help you to unlock the power of your Recruit Wizard software and make it work better than ever for your business. Book a session with our team to discuss how you can maximise Recruit Wizard for you and your team.

If you’re not a Recruit Wizard customer, and your provider isn’t cutting the mustard,

get in touch

to find out how you can make the switch to a recruitment platform built for recruiters, by recruiters.

Want to see it?

Book a discovery call.