How to Recuiting Agencies

Pulsawork System Guide for Personnel Agencies

Introduction

Welcome to the Pulsawork system! This system is designed to simplify and automate processes in personnel agencies and facilitate the management of employees, candidates, and recruitment processes. This guide will walk you through the entire system, from setting up basic parameters to utilizing advanced automations that will streamline your daily operations.


1. Introduction to the Pulsawork System

Pulsawork is a modern tool for personnel agencies that helps you optimize the recruitment process and employee management. Our system enables you to efficiently manage all aspects of your operations, from creating orders to generating employment contracts and automating business processes.


2. First Steps and System Setup

Before you start fully utilizing the system, you need to set up a few basic parameters that will be transferred across all parts of the system. These settings can be quickly and easily configured, saving you time in the future.

Setting Up Organizational Units

Organizational units are the foundation of the entire system. When setting up organizational units, you define business units and other units.

  • Business Units represent individual entities (employers) and are associated with the Company Identification Number (IČO).

  • Other Units can be used for dividing branches, departments, or internal segmentation.

Recommendation: Start by setting up the business unit as it will serve as the foundation for all other steps in the system.

Setting Up Job Positions

To ensure proper functionality for contracts and recruitment processes, it's important to define parameters for various job positions. These parameters are then used when creating contracts, orders, and other documents.

Procedure:

  1. Create the basic job positions.

  2. Define the position details (e.g., requirements, responsibilities).

  3. Set up pre-filled forms for positions that will automatically populate when creating orders or contracts.


3. Types of Orders and Their Use

In Pulsawork, you can create different types of orders depending on your clients' needs. The basic types of orders are:

Recruitment Orders

  • For whom: These orders are for clients who are looking for suitable candidates without the need to finalize an employment contract.

  • Goal: The number of candidates you provide to the client.

How to create a recruitment order:

  1. Go to the Orders section.

  2. Select Recruitment Order.

  3. Define the details (e.g., number of candidates, position requirements).

  4. When adding candidates, fill in the details from the candidate profile.

Employee Orders

  • For whom: These orders are for clients who require an employee to be hired under an employment contract.

  • Goal: Assigning the employee to the user employer.

How to create an employee order:

  1. Go to the Orders section.

  2. Select Employee Order.

  3. Define the details (e.g., period, workplace, contract type).

  4. Assign an existing employment contract.


4. Automations in the Pulsawork System

Pulsawork includes several advanced automation tools that will help streamline your daily operations.

Automatic Notifications

Automatic notifications will help you keep all processes under control. For example:

  • Contract Expiration Notification: When a contract is ending, the system automatically sends an alert.

  • Automatic Notifications to the Accountant: When a contract is signed, the system automatically notifies the accountant to ensure proper accounting.

Automatic Assignment of Employees to Orders

When working with employees, it's possible to automate the assignment to orders or document generation based on the employment contract.

Example: After a recruitment order is completed, the system automatically assigns the candidate to the employer based on the existing contract.


5. Managing the Recruitment Process

In the system, you can efficiently manage the entire recruitment process using Recruitment Rooms. Each room is a defined process that includes different recruitment stages.

How to create a recruitment room:

  1. Go to the Recruitment Rooms section.

  2. Select New Room.

  3. Define the recruitment stages and assign positions.

  4. Each room will have clearly defined steps, such as candidate selection, communication, and generating employment contracts.

Automated Tasks in the Recruitment Process:

  • Automatic generation of the employment contract after completing the recruitment process.

  • Switching the candidate to the employee mode.


6. Why Try the Demo and Schedule a Meeting?

Our Pulsawork system allows you to test all features in the demo environment without the risk of losing or exposing sensitive data. Fictional data is pre-set, so you can test creating orders, recruitment rooms, contracts, and other features.

What you can test in the demo version:

  • Setting up organizational units

  • Working with job positions

  • Managing candidates and their profiles

  • Testing recruitment rooms

  • Creating orders and assigning employees

  • Generating employment contracts

If you have any questions or would like a detailed presentation of the system, feel free to schedule a meeting with one of our experts.

Schedule a meeting or try the demo:

Start today and see how Pulsawork can simplify your recruitment processes!