Did you know that you can use HR Case Management to recruit new hires?
For recruiters, Applicant Tracking Systems (ATS) are convenient, but expensive.
By using Infor HR Case Management to monitor and record recruitment efforts, organizations can minimize ATS costs or eliminate them altogether.
The HR Case Management Recruiter Experience
Your recruiters can use CM just as your HR knowledge experts do.
For example:
- Receive emails from external recruiters about potential job candidates to generate cases.
- Screen potential candidates and add notes, links, and attachments to cases.
- Request and receive candidates’ background check results.
- Send emails from cases to candidates to arrange interviews.
Each day the recruiter service group can view the open cases to see which interviews are pending.
The Email Channels Integration
HR Case Management’s Email Channels integration offers two applications:
- The Case Creation Email Channel is for creating cases from inbound emails.
- The Ad Hoc Email Channel is for sending and receiving emails directly from the case view.
These applications allow a single case to track all emails sent and received between the organization’s recruiters, external recruiters (vendors), the candidate, and more.
Links and attachments in emails appear as attachments in the case.
The recruiter who owns the case can attach notes and files to the case and reply to emails directly from the case view.
External parties (vendors and candidates) never need access to Case Management.
Success Story
Customers’ creative uses of our HRSD products continues to inspire us.
The following steps illustrate how one customer’s innovation inspired a unique recruiting solution.
1. The vendor (external recruiter) sends an email with information in the body about a candidate to the organization's recruiter by using the organization’s Case Management recruiting mailbox’s email address.
2. The organization's Case Management portal receives the vendor's email and generates a case from it. The case's email history saves and stores a copy of the original email.
3. Case Management sends the email to the organization's recruiter(s) which alerts them that the case exists.
4. The recruiter accesses Case Management and reviews the candidate's information in the vendor’s email attached to the case.
5. The recruiter sends a reply to the vendor's email from the case requesting a background check.
6. The vendor replies to the recruiter's email and includes a link to the candidate's background check results.
7. Case Management adds the link to the candidate's background check in the vendor's email as attachment in the case.
8. After reviewing and approving the background check, the recruiter sends an email from the case to the candidate to schedule an interview and includes the case number and the recruiter’s phone number.
9. The candidate receives the recruiter’s email and calls the recruiter to schedule the interview.
10. The recruiter adds notes to the case while answering the candidate's call and scheduling the interview.
After scheduling the interview, the recruiter closes the case.
Case closed. Opportunities open!
Useful Documents
HR Case Management Administration Guide, Release 2023
Infor HR Case Management Administration Guide provides information for Infor Case Management including the Email Channels integration plus insight about the key concepts and practices related to the set up and configuration of a service center. This guide is for customers who use Case Management as set up administrators.
V11 CM: Email Channels Integration
Refer to this document for additional details about the Email Channels applications and guidelines for their setup and configuration processes.
For questions or more information, contact your HRSD Advisor (Customer Success Manager (CSM)).
