Workflow cluster

Recruitment Workflow Guides for Agencies

Process-led guides for recruitment agencies that want to connect daily desk work with ATS, CRM, automation, reporting, client collaboration, and support documentation.

Published workflows

Choose the workflow by agency operating area

Each guide explains how the process runs inside a recruitment agency and where ATZ CRM features, solution pages, help documentation, and blog assets support the workflow.

Pipeline & delivery

Run job intake, submissions, interviews, and placements

Operational workflows for moving an open requirement from job order through candidate delivery, client review, interview coordination, and placement closure.

Recruitment Pipeline Management

Run a cleaner recruitment pipeline from job intake to placement with ATS stages, AI matching, client feedback, recruiter follow-ups, and pipeline reporting in ATZ CRM.

Job Order Management Workflow for Staffing Agencies

Manage job orders from client intake to requisition, requirements, ownership, publishing, candidate pipeline, submissions, placement, and reporting in ATZ CRM.

Job Board Posting Workflow for Recruitment Agencies

Run a job board posting workflow with job intake, job advert writing, posting fields, free job boards, LinkedIn, Indeed, applicant routing, source tracking, and reporting in ATZ CRM.

Candidate Submission Management

Manage candidate submissions from shortlist approval to client-ready summaries, resume formatting, email delivery, feedback tracking, and placement follow-up in ATZ CRM.

Client Shortlist Management Workflow for Recruitment Agencies

Run client shortlist management with candidate comparison, portal review, client feedback, interview movement, rejection reasons, and reporting inside ATZ CRM.

Interview Scheduling Workflow for Recruitment Agencies

Coordinate recruitment interviews with candidate availability, client contacts, calendar sync, reminders, feedback, stage updates, and reporting in ATZ CRM.

Placement Management Workflow for Recruitment Agencies

Manage placements from offer acceptance to start date, contracts, shifts, timesheets, invoicing, candidate communication, client follow-up, and reporting in ATZ CRM.

Candidate operations

Build, segment, reactivate, and update candidate relationships

Candidate-side workflows for keeping databases clean, talent pools useful, status updates reliable, and portal experiences connected to desk activity.

Candidate Database Management Workflow for Recruitment Agencies

Manage a recruitment candidate database with resume parsing, deduplication, source tracking, search, segmentation, AI matching, profile updates, and reporting in ATZ CRM.

Talent Pool Management Workflow for Recruitment Agencies

Manage recruitment talent pools with segmentation, candidate data hygiene, AI matching, nurture campaigns, reactivation, and pool performance reporting in ATZ CRM.

Candidate Reactivation Workflow for Recruitment Agencies

Reactivate past candidates with database search, AI matching, segmented outreach, availability checks, profile updates, candidate nurture, and reactivation reporting in ATZ CRM.

Candidate Status Reporting Workflow for Recruitment Agencies

Run candidate status reporting with pipeline stages, client feedback, candidate communication, status aging, recruiter ownership, and reporting dashboards in ATZ CRM.

Candidate Portal Workflow for Staffing Agencies

Run a candidate portal workflow for staffing agencies with self-service profiles, job tracking, applications, availability, shifts, timesheets, communication, and candidate experience in ATZ CRM.

Client & revenue

Manage client collaboration, feedback, business development, and sales pipeline

Revenue and account workflows that connect CRM discipline, client feedback, portal collaboration, sales opportunity movement, and job-order creation.

Client Portal Workflow for Recruitment Agencies

Run a client portal workflow for recruitment agencies with client invitations, job requisitions, shared jobs, candidate shortlists, feedback, portal access, and reporting in ATZ CRM.

Client Feedback Management Workflow for Recruitment Agencies

Manage client feedback from candidate submission to shortlist review, interview decisions, rejection reasons, stage updates, follow-up, and reporting in ATZ CRM.

Recruitment Business Development

Run recruitment business development from target account research to outreach, deal pipeline, client meetings, job orders, candidate pitching, and revenue reporting in ATZ CRM.

Recruitment Sales Pipeline Management Workflow

Manage recruitment sales pipeline with deal stages, forecast categories, close dates, opportunity owners, job-order conversion, revenue reviews, and account reporting in ATZ CRM.

Automation & reporting

Control automation, recruiter activity, email follow-up, and management reporting

Manager-facing workflows for standardizing follow-up, tracking recruiter activity, reviewing dashboards, and connecting automation to measurable outcomes.

Recruitment Email Automation

Automate recruitment emails with segmented sequences, candidate nurture, client follow-ups, AI templates, compliance controls, performance tracking, and CRM context in ATZ CRM.

Recruitment Workflow Automation for Agencies

Automate recruitment workflows across sourcing, candidate updates, email follow-ups, client feedback, job stages, submissions, nurturing, and reporting in ATZ CRM.

Recruitment Reporting Dashboard

Build a recruitment reporting dashboard workflow for agency leaders with pipeline, job, candidate, client, recruiter productivity, hiring velocity, KPI, and revenue insights in ATZ CRM.

Recruitment Activity Management

Manage recruitment activities across calls, emails, notes, meetings, interviews, follow-ups, tasks, AI notes, productivity tracking, and KPI reporting in ATZ CRM.