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Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What are the various ways in which I can log in to Skillate? |
You can log in to Skillate in any of the three methods here: (https://help.skillate.com/en/support/solutions/articles/82000881022)
The conventional method of entering a username and password
Using SSO (Single Sign-On) login via Google
Using SSO (Single Sign-On) login via Microsoft |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: How do I log in to Skillate if I hold an official account with a third-party service provider other than Google and Microsoft? |
You can use SMTP integration to log in if you hold an email address other than Google and Microsoft. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000877617) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: How do I reset my password? | Click on Forgot Password?
You will have to enter the username or email address again. Click on
Send Reset Link .
You will receive a password reset link.
Refer to the article here for more details. (https://help.skillate.com/en/support/solutions/articles/82000881061) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: How do I manage notifications triggered from Skillate? |
The notification tab in Account Settings allows you to manage the various notifications that you would like to receive via email and push notifications.
You can manage notifications for both user and referral notifications from here by simply toggling the button ON and OFF . Learn more. (https://help.skillate.com/en/support/solutions/articles/82000882572) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What is the difference between notifications via email and push notifications? |
When you subscribe for notifications via email, it will notify subscribed ones via the registered email address.
On the other hand, enabling push notifications can be viewed by clicking on the bell icon. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: How to change the company logo from my Skillate account? |
You can change the company logo by navigating to
Settings > Administration > Organization > Basic Details. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: Who can access and manage the organization settings? |
Site Admin, by default, will have access to all the organization settings. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: How do I change my calendar integration? |
You can change your calendar integration by navigating to
Settings > Administration > Organization > Configuration > Calendar Integration. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What are the various authentication methods available in Skillate? Can I change them anytime? |
At Skillate, we allow 3 methods of authentication, namely- Password, SSO, and a combination of both . Learn more. (https://help.skillate.com/en/support/solutions/articles/82000881022)
I have signed in to Skillate using Google SSO. But I cannot view my calendar on the interview schedule page.
Please ensure that the calendar integration from Settings is Google. (
Settings > Administration > Organization > Configuration > Calendar Integration) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What are the various user profiles available in Skillate? |
The various user profiles are Site Admin, Job Admin, Employee, External Interviewer, and Hiring Manager. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: Who can add a new user to Skillate? | Users with add-user permission can add and manage users. Learn more about adding users here. (https://help.skillate.com/support/solutions/articles/82000880020-add-and-manage-users#Adding-Users)
If I have Taleo integration for my account, will Skillate automatically import users and map permissions?If so, how will a user in Taleo log in to Skillate?
Skillate helps you automatically import users and map permissions from your Taleo account if there is a Taleo integration module.
Upon importing, the users will receive an email with a link to log in and set up a password. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What are user groups in Skillate? What are the access settings for the user groups? |
Groups in Skillate allow having a set of users be a part of specific
Office, Department, and Grade criteria. It is easier for the recruiters to create jobs and have the group mapped.
The group members will have access to the created job and corresponding reports. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: Why are location, department, and grade important? |
Suppose you have more than one office location spread across various cities in India. Instead of listing every location one by one- you can probably have them all grouped into North, West, South, and Eastside office locations.When creating a requisition on Skillate, you can easily map the location by choosing the group name . Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478764) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What is a hierarchy in department, grade, and location? |
You can have an infinite level of the hierarchy and you can choose to give a name to each level of the hierarchy by clicking on Manage Hierarchy . This will help you in generating reports with the correct label. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478764) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What are teams in Skillate? | ‘Teams’ in Skillate allows you to have more specific accessibility for groups of users. This majorly helps the recruiters understand which team has the job opening. It is better to have it named after the existing team names. Hence, you can avoid confusion while managing a job for the team. Learn more about how to create teams. (https://help.skillate.com/support/solutions/articles/82000880024-creating-teams) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: What are the various reasons configuration is available? | Configure Reasons On-Hold (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#On-Hold) On-Hold Rejection (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#Rejection) Rejection Job Close (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#Job-Close) Job Close Job Cancellation (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#Job-Cancellation) Job Cancellation Position Cancellation
Can I delete a reason?
You cannot delete a reason if a candidate has already been assigned with that reason.
You will have to remove the respective candidate from that reason or change their status to proceed with deleting the reason. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:FAQ- Account & Settings
#query#: How to manage various permissions and subscriptions? |
You can manage the permissions and subscriptions for each user role by navigating to
Settings > Administration > Permissions & Subscriptions. Learn more. (https://help.skillate.com/support/solutions/articles/82000882573-permissions-and-subscriptions) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Log in to Skillate
#query#: How to Log in to Skillate? |
Skillate allows you to log in to the system in essentially 3 ways:
The conventional method of entering username and password
Using SSO (Single Sign-On) login via Google
Using SSO (Single Sign-On) login via Microsoft
Using SAML 2.0
Follow the steps provided for the method your organization uses to login to Skillate:
Method 1: Username and password Method 1:
Go to app.skillate.com and you will reach the login page.
Enter the username which is registered with Skillate. Click on Next and type down the password.If you don’t remember the password, click on forgot password and follow the steps provided here. Click on Login .
Method 2: Sign in with Google Method 2:
Go to app.skillate.com and you will reach the login page. Click on
Sign in with Google.
Enter the Google account credentials. Click on Next and type down the password.If you don’t remember the password, click on forgot password and follow the steps provided here. Click on Login .
Method 3: Sign in with Microsoft Method 3:
Go to app.skillate.com and you will reach the login page. Click on
Sign in with Microsoft.
Enter the Microsoft account credentials. Click on Next and type down the password.If you don’t remember the password, click on forgot password and follow the steps provided here. Click on Login . Method 4: SAML 2.0
To add a layer of security and enhance user experience, we have enabled login via SAML 2.0. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000896357) o add a layer of security and enhance user experience, we have enabled login via SAML 2.0. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000896357) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Forgot Password
#query#: How to Forgot Password? |
If you can’t remember the login password for Skillate, fret not you can reset your login password. Follow the below steps:
After adding your username or email address for logging in to Skillate and you can’t recollect the password for login, click on Next . Click on Forgot Password?.
You will be asked to enter the username or email address again. Click on
Send Reset Link .
You will get a confirmation stating that a password reset link has been sent to your registered email address.
Navigate to your email inbox and locate email with the subject:
Reset Password | Skillate. Click on Reset Password and on the following page, you can enter the new password. Click on Reset Password to complete the process.
You will get a success message upon resetting the password. Click on
Go to Login and use the latest password to log in to Skillate. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:My Account
#query#: How to My Account? |
The ‘My Account’ in Skillate has three sections namely:
My Profile, Notification, and Settings . My Profile:
You can enter your basic details and change your password from here.
Further, click on Edit to make changes to any of the personal details added here. Notification:
The notification tab in Account Settings allows you to manage the various notifications that you would like to receive via email and push notifications.
There are two sections- User and Referral. Every notification has a Toggle button. You can toggle them ON or OFF as required. Settings:
The settings section allows you to set the timezone and signature for your account. Click on Edit to make any changes. C lick on Save Changes to save the changes. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Organization Settings
#query#: How to Organization Settings? |
Before proceeding with recruitment via Skillate, it is important that you have got the organization-level settings configured.
This article helps you understand how to have them configured as well as what each of the settings means.
Organization Settings has 2 sections: Basic Details:
As the name suggests, it holds the basic details about your organization. It can be edited by clicking on Edit provided towards the bottom of the page.
Upon making the necessary changes, click on Save Changes to complete the process. The info icon provided against some of the fields tells you the functionality of the respective field. The logo and public name specified here will be further displayed on the organization’s careers page.
Organization Description Document:
You can generate an organization description document in PDF format from the entered details or manually upload a document. Configuration:
The configuration in Organization Settings is important as it defines how the platform works for your organization. Most of the settings here have either a toggle button or simple input fields. For making any changes to these settings, follow the steps below:
Log in to app.skillate.com using the credentials. Navigate to
Settings > Administration > Organization > Configuration .
Scroll down and click on Edit and you can enable/disable, add/change various settings from here. Click on Save Changes to complete the process.
Understanding Various Settings in the Configuration Tab General Settings
Organization Ownership period :
The candidate ownership will remain with the organization for the number of days defined here.
Employee Ownership period :
The candidate ownership will remain with the employee for the number of days defined here.
Restrict selection to lowest department hierarchy :
When you have the setting toggled ON, it lets you assign the job (while creating it) to the lowest hierarchy and not the parent department.
Show salary on agency portal :
When you have the setting toggled ON, the agency can view the salary for the requisition that has been assigned to them.
Show sender email in reply address :
When you have the setting toggled ON, the sender email will be available as the ‘reply to’ email address. Date Format :
From the available date formats, you can choose whichever suits your organization.
Show internal milestones on Agency Portal:
Internal milestones are shown in the 'In Progress' tab of a Job > Candidates.
Internal milestones are shown in the 'In Progress' tab of a Job > Candidates.
Security & Privacy Authentication Method:
At Skillate, we allow 3 methods of authentication namely- Password, SSO, and a combination of both. Job Settings
Automate job approval reminder email:
When you have the setting toggled ON, the approvers who are pending to mark their approval are sent a reminder after 24 hours after the first email.
Make candidates inactive automatically when a Job is filled or closed:
When you have the setting toggled ON, the candidates will be marked as inactive upon the job getting filled or moved as closed.
Notify job approvers upon updating a requisition:
When you have the setting toggled ON, the job approvers are notified upon updating any details for the respective job.
Make candidate feedback link public:
When you toggle this setting ON, a link to submit the feedback will be included in the calendar invite (for scheduled interviews). It can be accessed only by entering Skillate credentials, hence restricting its access to only interviewers.
Make salary field mandatory in the job:
When you toggle this setting ON, the salary field will be marked as a mandatory field while creating a new job.
Set minimum word limit for Job Description: Set minimum word limit for the job description. By doing so, the job description field will be made a mandatory field on the job creation form. If it is set to zero, it will be considered a non-mandatory field.
Set minimum word limit for Job Description: Set minimum word limit for the job description. By doing so, the job description field will be made a mandatory field on the job creation form. If it is set to zero, it will be considered a non-mandatory field.
Show salary on the careers page:
When you toggle this setting ON, the salary which was added while creating the job will be displayed on the careers page for the respective job.
Send IJP apply acknowledgment email:
When you have the setting toggled ON, the employees will be notified via email upon publishing a job on IJP.
Enable to create scorecard parameters from skills:
When you have the setting toggled ON, the scorecard for the job will be automatically populated with the skills that you have added while creating the job.
Make 'Grade' mandatory field in job creation:
When you have the setting toggled ON, adding grade will be made mandatory for a job.
Make 'selecting candidate note type' mandatory:
When you have the setting toggled ON, choosing a note type will be made mandatory while adding one for a candidate.
Add Cc in candidate form email:
When you have the setting toggled ON, you can add a recipient of your choice on Cc.
Upload signed offer letter on the public page:
When you have the setting toggled ON, the candidates can upload a signed offer letter from the public offer letter page.
Send referral alert:
When you have the setting toggled ON, you can send email alerts to the selected email addresses and groups upon a job available for referral.
Automatically enable referral for requisition: When you have the setting toggled ON, upon creating a new requisition on Skillate- the referral is enabled automatically.
Automatically enable referral for requisition:
When you have the setting toggled ON, upon creating a new requisition on Skillate- the referral is enabled automatically.
Show only agencies which are assigned to the job while uploading a resume:
When you have the setting toggled ON, you can assign a resume to agencies that are already assigned with the respective requisition.
Notify eligible employees upon publishing job on IJP:
When you have the setting toggled ON, the employees will be notified via email upon publishing a job on IJP.
Limit the Number of Job Openings:
When you have the setting toggled ON, you can define and restrict the number of job openings that can be created for your organization.
Mandate Candidate Fields for Agency : When you have the setting toggled ON, agencies will have all the default fields in the form (entering candidate details) marked as mandatory. : When you have the setting toggled ON, agencies will have all the default fields in the form (entering candidate details) marked as mandatory.
Automatically publish requisition on Careers Page: When you have the setting toggled ON, the job opening will be published on the careers page when you publish the job.
Allow Google for Jobs to crawl jobs published on the Careers Page: When you have the setting toggled ON, the job will be available in Google for Jobs section on Google. Interview Settings
Enable interview reminder to the interviewer : When you have the setting toggled ON, the interviewers are sent reminders 15 minutes prior to the scheduled interview.
Enable interview reminder to candidate : When you have the setting toggled ON , the candidate is sent a reminder for the scheduled interview.
Enable feedback reminders for Interviewer/Reviewer : When you have the setting toggled ON , the interviewers or reviewers are sent reminders for submitting feedback upon completing an interview process.
Send Feedback Reminder After : Select the number of days after which the reminder has to be sent.
Number of reminders to be sent : Select the number of reminders to be sent after not receiving feedback after the first reminder.
Hide interview attendees on the calendar invite:
When you have the setting toggled ON , the interview guest list will be hidden while sending the calendar invite.
Send interview schedule via SMS to all attendees:
When you have the setting toggled ON , upon scheduling an interview via chatbot- all attendees are sent SMS confirmation on the scheduled interview.
Automatically publish requisition on Careers Page : When you have the setting toggled ON , as soon as a requisition is created on Skillate- it is published on the organization’s Careers Page.
Add link to candidate resume on the interview invite : When you have the setting toggled ON , a copy to the respective candidate's resume is attached along with the interview invitation.
Include a private feedback link on the interview invite:
When you toggle this setting ON, a link to submit the feedback will be included in the calendar invite (for scheduled interviews). It can be accessed only by entering Skillate credentials, hence restricting its access to only interviewers.
Add round name in interview calendar event:
When you have the setting toggled ON, the round name will be automatically captured to the interview email subject. This will be visible to the candidates.
View candidate profile in interview feedback:
When you have the setting toggled ON, you can view the respective candidate profile in interview feedback.
Enable interview auto-confirmation to candidate: If enabled, the 'Send Auto Interview Confirmation to the candidate' box will be checked by default while manually scheduling an interview.
Enable interview auto-confirmation to candidate:
If enabled, the 'Send Auto Interview Confirmation to the candidate' box will be checked by default while manually scheduling an interview.
If enabled, the 'Send Auto Interview Confirmation to the candidate' box will be checked by default while manually scheduling an interview. Integrations Calendar Integration:
You can choose the type of calendar that is used by your organization from the drop-down menu: Google, Microsoft, or choose Default (implies that you will be using Skillate Calendar while scheduling interviews) (https://help.skillate.com/en/support/solutions/articles/82000478775) (https://help.skillate.com/en/support/solutions/articles/82000881057) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Enable Google Calendar
#query#: How to Enable Google Calendar? |
The feature provides recruiters with the ability to check the availability of hiring manager(s) and interviewer(s) before sending out an interview invite.
To enable google calendar, follow the steps provided below: 1. Navigate to the
Settings > Administration > Organization > Configuration > Integrations. 2. Click on Edit . 3. From the drop-down menu for Calendar Integration , select the calendar preference as Google .
This implies your Google Calendar will be synced for scheduling interviews. (https://skillate.freshdesk.com/support/solutions/articles/82000478813-schedule-interviews) 4. Click on Save Changes to save the calendar preference. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Enable Microsoft Calendar
#query#: How to Enable Microsoft Calendar? |
The feature provides recruiters with the ability to check the availability of hiring manager(s) before sending out an interview invite.
To enable Microsoft calendar, follow the steps provided below: 1. Navigate to the
Settings > Administration > Organization > Configuration > Integrations. 2. Click on Edit . 3. From the drop-down menu for Calendar Integration , choose the calendar preference as Microsoft .
This implies your Microsoft Calendar will be synced for scheduling interviews. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews) 4. Click on Save Changes to save the calendar preference. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:User Roles
#query#: How to User Roles? |
While adding a new user to your Skillate account, you can choose from the following user profiles: Account Admin : Has complete control over the organization’s Skillate account and settings. :
Has complete control over the organization’s Skillate account and settings.
Has complete control over the organization’s Skillate account and settings. Job Owner :
Can create and manage jobs, access candidate database, and related reports.
Can create and manage jobs, access candidate database, and related reports. Employee :
Can access only the employee portal, i.e., have access to referring candidates, track their referral status and share referral links. External Interviewer:
Cannot access the Skillate portal. These users will be part of the interview process and can submit candidate feedback.
Cannot access the Skillate portal. These users will be part of the interview process and can submit candidate feedback. Hiring Admin:
Can access and view the hiring pipeline and have limited access to change candidate status. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Add and Manage Users
#query#: How to add users to your Skillate account? |
Upon adding, how to manage the users?
Add New User
Adding new users to Skillate involves the following steps:
Login to your Skillate account using Site Admin privileges. Navigate to
Settings> Administration> Users and click on Add Users In the
Add New User page, fill up the required details: Check on
Send Invitation Mail , if you would like to send an invite email to the new user. The new user will have to further authenticate their account and set their own password and add details. Note: Click on
Configure Sign-in ID in order to add a username through which the user can sign in. For more information and configuration- please contact your respective Skillate POC.
Assign a Role: for the new user, you can specify the role by choosing from the drop-down menu.
Select User Groups: You can choose a group from the dropdown menu if you want the new user to be part of any group.
Learn more about User Groups here. <link to respective help page> Click on Add.
The new user will receive an invitation email at the email address you have provided.
Upon accepting the invitation, they can sign in using the username and password. Manage Users
When you have a user added to Skillate, the added user(s) can be viewed from the
Settings > Administration > Users.
For further information and actions, click on the required user’s |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Add and Manage User Groups
#query#: How to add members to a group? |
Setting up a hiring team with the group members |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Add and Manage User Groups
#query#: What are accessibility and permissions for the group and its members? |
Create a New Group Navigate to
Settings > Administration > Users > Groups. Click on Add Group.
In the following pop-up, enter a group name. Click on Create .
Add a Group Criteria
Click on any of the group names.
In the following screen, locate the Criteria tab.
In the following screen, locate the Criteria tab.
In the following screen, locate the Criteria tab.
Specify the location-department-grade combination as criteria.
Specify the location-department-grade combination as criteria.
Click on Add to have the criteria
Click on Add to have the criteria
Add Members to a Group
You can add users can be added to a group by following the below steps:
Navigate to the
Settings > Administration > Users > Groups.
Click on a group name .
You will find two tabs: Member and
Default Hiring Team. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Location, Department, and Grade
#query#: How to Location, Department, and Grade? |
You can add as many office locations, departments, and grades- group them to better organize your jobs. Before proceeding with adding office locations, departments, and grades- it is important to understand the definition and functionality of each of these. Location
In Skillate, you can define locations as required. These in turn while creating a requisition will be mapped with the required one. You can choose to have a parent location or not. Locations can be grouped as well.
Hiring plan, offer letter approval, job approval, job custom fields all these configurations can be predefined and be made dependent on your location and department mapping. So that any job matching a certain location and department can have a predefined configuration applied.
By doing so, when you are creating a requisition, the location can be easily mapped just by choosing the group name and then the respective location.
Learn more about creating a job here.
Follow the below steps to add a location:
Navigate to the
Settings > Administration > Office, Department & Grade > Locations . Click on Add Location .
In the following pop-up, fill in the office location details and choose a
Point of Contact from the drop-down menu.
Also, select a parent group from the drop-down menu. If you do not choose a parent group (location), the added location will be considered a parent group by itself. Click on Submit to complete the process.
Follow the below step to create location groups:
Navigate to the
Settings > Administration > Office, Department & Grade > Locations . Click on
Add a Group.
In the following pop-up, add a group name and parent group . If you do not select a parent group, the added group will be considered a parent group by itself. Click on Submit to complete the process. Department
It is recommended that you have the department hierarchy defined before proceeding with adding a department.
While adding a department, you can select the POC.
A POC can be only those users who are added as Site Admin in their Skillate instance. This will help the recruiter to contact the right admin if they need help with anything at Skillate.
Follow the below steps for adding department hierarchy,
Navigate to the
Settings > Administration > Office, Department & Grade > Department . Click on Manage Hierarchy.
In the following pop-up, you can define the names for each of the levels. Please note that Level 1 will be considered the highest level.
Upon adding them, click on Save to complete the process.
Follow the below steps for adding a new department,
Navigate to the
Settings > Administration > Office, Department & Grade > Department . Click on + Create Department .
In the following pop-up, enter a name for the department. Choose a hierarchy .
If you have selected Level 1, the parent department field will be disabled.
If not, you can choose from the available parent departments and the respective new department will be added as a sub-department. Click on Submit to complete the process. Grade
It is recommended that you have the hierarchy for grades defined prior to adding grades in Skillate.
To define Grades in Skillate- it is nothing but the grades that you use within your organization.
Follow the below steps for adding a grade hierarchy,
Navigate to the
Settings > Administration > Office, Department & Grade > Grade . Click on Manage Hierarchy.
In the following pop-up, you can define the names for each of the levels.
Please note that Level 1 will be considered the highest level.
Upon adding them, click on Save to complete the process.
Follow the below steps for adding a new grade,
Navigate to the
Settings > Administration > Office, Department & Grade > Grade . Click on + Create Grade .
In the following pop-up, enter a name for the grade. Choose a hierarchy .
If you have selected Level 1, the parent department field will be disabled.
If not, you can choose from the available parent grade s and the respective new grade will be added as a sub-grade. Click on Submit to complete the process. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Creating Teams
#query#: How to Creating Teams? | ‘Teams’ in Skillate allows you to have more specific accessibility for groups of users. This majorly helps the recruiters in understanding which team is having the job opening. It is better to have it named after the existing team names. Hence, you can avoid confusion while managing a job for the team. Creating teams Navigate to
Settings > Administration > Users > Teams. Click on Add Team.
In the following pop-up, add a team name, specify team members and team manager(s). Click on Save to complete the process. From the
Settings > Administration > Users > Teams- clicking on the more options (three dots) > Edit Name allows you to edit the team name.
Adding team members and team managers
You can add team members and team managers for the team either while creating it, or anytime after creating the team. For the same,
Navigate to the
Settings > Administration > Users > Teams.
Select a team and you will be taken to the team details page.
Here, you can click on
Add Team Member and
Add Team Manager to add users to the team as a team member and team manager respectively.
Note: The team manager will have access to all the jobs to which the team members are part of the hiring team.
In either case, you will get a pop-up asking you to choose the users from a drop-down list. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Reasons Configuration
#query#: How to Reasons Configuration? |
As a recruiter, you might have to put a candidate on hold, reject their profile, or at times, you will have to close the job or even cancel hiring for the job. In all such scenarios, stating a reason for these will be easier for future references.
These will further help you produce more accurate periodic reports on skillate and derive insights from it. Configure Reasons
To configure reasons On-hold, Rejection, Job Close, Job Cancellation and Position Cancellation - reasons, follow the below steps: Navigate to
Settings > General Configuration > Reasons Configuration.
Go to the required tab and click on Create New.
Add a reason and click on Submit.
These can be edited or deleted anytime from settings. On-Hold
When you are in process of hiring, and you have a candidate(s) on a stage. Suppose you have decided to put the candidate on hold for this job, you may click on the Pause button.
For the same,
Navigate to any job. Go to Candidates and click on a candidate name.
Click on the Pause button and you will get a new pop-up window.
Choose a reason from the drop-down menu. All the reasons which you have configured from the Reason Configuration will be listed here.
If you would like to add a new reason, click on +Create a new reason for on-hold .
Add a title and click on Add.
These will be further added to the respective reason configuration in settings. Click on
Put on hold to complete the process. Rejection
When you are in process of hiring, and you have a candidate(s) on a stage. Suppose you have decided to reject the candidate for the job, you may click on the Reject button.
For the same,
Navigate to any job. Go to Candidates and click on a candidate name.
Click on the Reject button and you will get a new pop-up window.
Choose a reason from the drop-down menu.
All the reasons which you have configured from the Reason Configuration will be listed here.
If you would like to add a new reason, click on +Create a new reason for on-hold .
Add a title and click on Add.
These will be further added to the respective reason configuration in settings. Click on Reject to complete the process. Job Close
Upon completing the hiring process for a job, the job can be closed on Skillate. You can have a reason configured and used while closing a job as well.
For the same,
Navigate to the job and click on more options. Click on
Mark as closed .
You will be prompted on the details of wherever the jobs will be unpublished.
Review and click on
Yes, close this job.
In the following pop-up window, you can choose a reason for closing this job.
If you would like to add a new reason, click on
Add new reason . Add a title and click on Create. Click on
Close this job to finish the process. Job Cancellation
At times, you will be canceling on a published job. It could be due to the requirement being already met or the company has decided not to go forward with that particular job.
In either case, you can cancel a job and add a reason from the configured list from Skillate. For the same,
Navigate to the job and click on more options. Click on
Cancel this job .
You will be prompted on the details of wherever the jobs will be unpublished. Review and click on
Yes. cancel this job.
In the following pop-up window, you can choose a reason for closing this job.
If you would like to add a new reason, click on
Add new reason .
Add a title and click on Create. Click on
Close this job to finish the process. Position Cancellation
Suppose you want to cancel an open position from a job. In such a scenario, it is better to provide a reason for canceling the position. This can be helpful for future references. For the same,
In such a scenario, it is better to provide a reason for canceling the position. This can be helpful for future references. For the same,
Navigate to the Position Mapping section for the respective job.
Click on more options.
Click on Cancel to cancel the position for the respective job.
You will be prompted to confirm the action. Click on Yes to continue.
In the following pop-up window, you can choose a reason for closing this job.
If you would like to add a new reason, click on Add new reason. Add a title and click on Create.
If you would like to add a new reason, click on
Add new reason .
Add a title and click on Create.
Click on Cancel Position to finish the process.
Click on Cancel Position to finish the process. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Pre-requisite
#query#: How to Pre-requisite? | You only need to have login credentials with Site Admin permissions to start using Skillate. You can get this by contacting our sales team at [email protected]. Once you've been authorized to use Skillate Smart Recruitment Solution, an ID and password will be shared with you. If your organization is already a customer a Skillate, please contact your administration to create an account for you with Site Admin role granted to you. You'll recieve an email to confirm your email address and you'll be able to set your own password on it. Taleo Integration : Skillate automatically creates accounts of the users of Taleo and sends them invite to start using skillate. Head to app.skillate.com and log in with the credentials you have to start using the app. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Link Your Gmail Account
#query#: How to Link Your Gmail Account? | When you send an email to candidate through Skillate they receive the sender name as "<Your Name> via Skillate" and when they reply it directly goes to your email inbox with which you signed up on Skillate. You can also integrate your Gmail account by going to mail setup. This will let you send emails to candidates with your Official Gmail ID. This is a good plus point for candidate experience, as they have better confidence when they receive an email from an official ID. Skillate will automatically sync all thread discussion directly on the platform. Goto Settings > Mail Setup > Click on "Login in with Google" You'll be asked to select an account and give permission, after this your account is successfully linked. Note that, in order to capture all the email threads with a candidate on skillate, the thread has to be initiated through skillate only. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Onboard Users
#query#: How to Onboard Users? | Note: If there is a Taleo integration module, we automatically import users from your Taleo instance along with permission mapping. Each imported user receives an email with the login link where they define their own password. To onboard users, you must have Site admin level access to your account. Login to your account. Go to Settings > Users section. Here you'll find the "add user" button. Click on the add user button, and enter the User's Name, Email. Select the role you want to assign to this user 1. Site Admin If you select Site admin then you can choose to assign this user access to sensitive information. 2. Job Admin If you select job admin then you can Assign this user additional permission like creating new jobs, taking bulk actions or providing access to sensitive information. Assign jobs that they are responsible for. You can also assign jobs to admins by adding them to the hiring team of that job 3. Employee Employee role doesn't have additional permission. By default, anyone who signs up on skillate with their work email ID is given employee's role. This is the most basic role a user can have. You can share the link employee.skillate.com in your organization and ask them sign up, that's an easier method of getting everyone on the app. Once you add users they receive an email to authenticate. They will be asked to set their own password and fill out additional details about themselves which can be used for easy identification of the users and help them collaborate confidently. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Users Roles
#query#: How to Users Roles? |
Roles are highly configurable. You can have a new role, user level role and even job level role in Skillate. To avail this customizability please contact [email protected]. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Configure Hiring Plan
#query#: How to Configure Hiring Plan? | When a candidate is sourced to skillate for a particular job opening, the job admin can take that candidate through stages to schedule interview, tests and internal assessments etc. Each job allows admins to configure it's own custom hiring plan but to keep things simple site admins can also configure a default hiring plan. Admins can still modify the hiring plan in each individual jobs if they want to. A hiring plan is comprised of stages and interviews in a defined order. A candidate can be taken through each stage before hiring. This helps recruiters keep track of candidates in bulk and take actions. Stages are essentially a group of interviews. Let's quickly understand a few concepts to get more clarity Stages Stages are essentially a set of interview rounds which a candidate needs to clear before moving to the next stage. A stage can comprise multiple interviews. You give any name to the stage as well as interviews in that stage. You can also re-arrange stages and interviews by dragging them up and down We have two special stages in skillate which admins cannot change or remove. They are screening stage and offer stage. Screening stage is the first stage where skillate AI engine gives matching scores to candidates. Users can take actions on the candidates based on the score and move the candidates to interview stages Offer stage is a final stage of the hiring plan. You can mark candidate as hired once he/she is moved to the offer stage. Admins can choose to create as many stages they want between these two stages. Interviews Interviews are individual steps inside each stage which candidates need to complete before moving to the next stage. There are two types of interviews. Interviews type In this type, admins can schedule interviews, send calendar invites to the hiring team and the candidates. And once the interview is done they can collect feedbacks. Feedback type In this type, there is no need to schedule an interview. Admins just need to send a reminder to the hiring team to submit feedback. This is useful when there is an internal evaluation or it's a walk-in interview. Recruiters can move candidates in any stage irrespective of whether they have finished all the interviews in that stage. Steps to configure default stages You can configure default stages in the settings page from the "Interview Stages Setup" section. Here, click on "add stage", which will prompt a modal where you add a custom stage. You can also import stages from an existing job if any, importing stages will only replicate the stage and it's stages. Once a stage has been added you can add interviews to that stage. You can define the type of interview from the dropdown. That's it, the flow you've defined here will be the default flow of all the new job created henceforth. Note: Default flow will be applied to all new jobs created, however recruiters can still change the flow in each jobs, it won't affect the default flow. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Create User Groups
#query#: How to Create User Groups? |
Permission: Site Admin
Skillate allows your organization to have segregation based access to jobs, candidates and reports based on the user’s department, location and roles.
For this, User Groups are created to provide limited access to the recruiters as per their concerned department and location for hiring.
For example, managers are generally concerned with the hiring requirement of their respective Business Unit. They may wish to have limited visibility for their subordinates or recruiters. A Marketing Team Lead may only want to know the detail of jobs, candidates and reports concerning the marketing department and its location. This lets managers add users that only require to know information pertaining to a particular department and location. Go to . Here you can define User Groups based on office location and department and map the concerned hiring team members.
Click “Add Group”. Fill in the User Group Name and select the criteria (office, department). Once done, click “Submit”.
To add users in the group, click the Group Name in the tab. Under the tab, enter all the users you want to be a part of that group. These users will have access to jobs matching the group’s criteria. Once done, click .
For example, the group selected is for Mumbai location and Engneering department. The members added to this group will have access to the data corresponding the job with Mumbai location and Engineering department.
Now the users in this group will have access to the information corresponding to the job with department as finance & accounting and office as Pune. The lets you define the hiring team for all new jobs created by that User Group. New Jobs matching the group’s criteria will automatically be assigned the hiring team members with their respective roles.
Note: A member may not necessarily be a part of the hiring team mapping. So, this member will not have access to the hiring team matching criteria but only the job he is by default added to. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:External Recruiters
#query#: How to External Recruiters? |
Permission: Site Admin, Job Admin
Skillate allows your organization to add external recruiters/agencies to work with you in your recruitment process. To add external recruiters or agencies, follow these steps:
Head to Settings > External Recruiters section.
Here you can add a new agency by selecting Add External Agencies.
After providing the name & email address of the agency, you can assign the jobs that you want the agency to work on. You can also assign it while you create a job in Skillate . Few points |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Getting Started with Skillate
#query#: How to Getting Started with Skillate? |
Skillate allows you to log in to the system in essentially 3 ways:
The conventional method of entering username and password
Using SSO (Single Sign-On) login via Google
Using SSO (Single Sign-On) login via Microsoft
Follow the steps provided for the method your organization uses to login to Skillate:
Method 1: Username and password Method 1:
Go to app.skillate.com and you will reach the login page.
Enter the username which is registered with Skillate. Click on Next and type down the password.
If you don’t remember the password, click on forgot password and follow the steps provided here. Click on Login .
Method 2: Sign in with Google Method 2:
Go to app.skillate.com and you will reach the login page. Click on
Sign in with Google.
Enter the Google account credentials. Click on Next and type down the password.If you don’t remember the password, click on forgot password and follow the steps provided here. Click on Login .
Method 3: Sign in with Microsoft Method 3:
Go to app.skillate.com and you will reach the login page. Click on
Sign in with Microsoft.
Enter the Microsoft account credentials. Click on Next and type down the password.If you don’t remember the password, click on forgot password and follow the steps provided here. Click on Login . |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Permissions and Subscriptions
#query#: How to Permissions and Subscriptions? |
On Skillate, you can manage the permissions and subscriptions for each of the user roles.
To view the user rules:
Navigate to the
Settings > Administration > Permissions & Subscriptions.
You will find descriptions for each of the user roles that Skillate is providing.
Click on any of the user role names to view the permissions and subscriptions configured for the respective roles.
For making any changes to the permissions, please contact your Skillate POC.
However, you can manage the notifications that will be sent to each of the profiles by simply toggling the button
ON or OFF. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Import File
#query#: How to Import File? |
The feature allows you to import files from your system to Skillate. It can come in handy while you are migrating your data from any other ATS, or you have been using spreadsheets, and now you have switched to Skillate.
Using this feature, you can import files which consist of details of: Department Grade Location Job Approval Offer Approval Agency Job Job template Users
To import a file with any one of the files mentioned above, follow these steps:
Navigate to the
Settings > General Configuration > Import File . Select the type of file that you want to import to Skillate from the dropdown menu .
To know the details, you can upload using a spreadsheet; click on the
Download sample excel file.
Skillate has included a spreadsheet ready to download with all the supported header names.
You can either drag and drop or upload the spreadsheet with details from your system.
Once you have uploaded the spreadsheet, the next step is to map the fields .
Against each of the system fields, you can map the required ones from the dropdown menu. You will find all the column headers from the spreadsheet in the dropdown menu.
Upon selecting the column number and sample data from spreadsheet will be auto-filled. Click on Start Importing upon mapping all the fields as required.
Upon completion of the import process, the file name, import status, user’s name and email address will be available on the Import File dashboard. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Approvals Tab
#query#: How to Approvals Tab? |
Approvals tab in Skillate provides a consolidated view of all the Jobs’ and Offers’ approval you are part of. This tab can be accessed based on your user role.
You can filter the approvals between Jobs and Offers created in Skillate. Click on the Type to view Job Approvals, Offer Approvals or both.
There are three different approval statuses that you can view: Pending Approvals : You can view all your pending approvals depending on the selected approval type.
Rejected by you : You can view all the rejected jobs/offers depending on the selected approval type.
Approved by you : You can view all the approved jobs/offers depending on the selected approval type.
All the approvals that you view here are those in which you have been added as an approver.
You can also sort the list in ascending or descending order by clicking on the arrows.
When you click on any of the Job Approval tabs, you will get further details as a side pop-up. It will have details like shown on the screenshot below
When you click on any of the Offer Approval tabs, you will get further details as a side pop-up. It will have details like shown on the screenshot below: |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Account & Settings:Understanding Jobs Tab
#query#: How to Understanding Jobs Tab? |
This article will help you understand the various functionalities you can explore while on the Jobs tab.
While using Skillate, the jobs tab plays an important role. This is where you will find all the created jobs, their status, the number of candidates in the pipeline, referred candidates and much more.
To get started,
Login to Skillate using your login credentials.
Navigate to the Jobs tab. #1 Search bar
The search bar helps you find jobs by entering the job name (title) or job ID. You need not have to type the entire phrase, a part of it will help in searching for the job. #2 Filter
Filter in Skillate helps you sort the jobs based on various criteria.
Hiring team and role : This is where you can select your team members(s) and specific role(s)to filter out and view the jobs. When you choose “Me”, you will be able to view all the jobs that have been assigned to you. Similarly, when you enter a team member(s) name or a role(s), the jobs assigned to the respective team or role will be listed for you. Job Information : You can enter a job name or ID to filter out the jobs. Also, you can use the job status(s), posting status(s), job creation date, and employment type (full-time or part-time) to filter the matches.
Office, Department & Grade : You select multiple job locations, departments and grade to filter out the jobs.
Upon adding the filters, you will be able to view the applied filters below the search tab. You can click on the ‘x’ to remove any of them. #3 Create a new job
You can click on + Create New Job to create a new job in Skillate. Learn more about creating a new job here. (https://help.skillate.com/en/support/solutions/articles/82000478791) #4 List of jobs
You can view all the jobs as per the filters applied here. Click on any of the names to navigate to the details page.
The tabular columns also provide information about the job status, number of candidates added to the job, their status, etc.
It is a scrollable table; you can scroll through to the right end to find three dots with more actions you can perform from here. They are: Edit : to edit the job details Create Duplicate :
Create a new job by copying the job details from the respective job.
Cancel this job :
Cancel the respective job and end hiring.
Save as Template :
Save the job details as a job template. You can make use of these templates while creating a new job. Learn more about how to create a new job here. (https://help.skillate.com/en/support/solutions/articles/82000478791) Source Candidates :
You will be redirected to the Source Candidates tab within the respective job. You will need to set up the sourcing channel before using this option. View Candidates : You will be redirected to the Candidates tab within the job. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Skillate AI:Resume Parser
#query#: How to Resume Parser? |
A resume parser (CV parser) is used within human resource software and on recruitment websites, job boards, and candidate application portals to simplify and accelerate the application process. It does so by extracting and classifying thousands of attributes about the candidate.
A resume parser also provides the foundation for a semantic search of candidate data. The parser identifies different kinds of information within a resume or CV and tags each data point (for example, Work Experience, Educational Background, Skills, and Personal Details of the candidate).
Resume Parsing on Skillate has two essential steps: 1. Text (Content) Extraction, 2. Information Extraction
Text (Content) Extraction
In the Content Extraction step, the resume content is extracted from the uploaded files (from various formats of raw documents .pdf, .doc, .docx, etc. formats). Information Extraction
The next step in resume parsing is extracting structured information from unstructured or semi-structured machine-readable documents.
A typical resume is a collection of information that includes the
Work Experience, Educational Background, Skills, and Personal Details of a candidate. And this information will be presented on a resume in various formats: tables, multiple lines, sections, etc.
Deep Learning Algorithms in
NLP (Natural Language Processing) help extract information from the content of a resume. Skillate has trained a custom
Deep Learning NER (Named Entity Recognition) model based on Google’s
BERT language model with the help of over 100000 resumes. Understanding NER
Named Entity Recognition (NER) helps fetch the information from the extracted content. The NER locates and classifies the named entities in the unstructured text into predefined categories such as the person names, organizations, locations, etc. These are part of Skillate’s customized NER model (AI). 2000–2008: Professor at IIT Kanpur
B.Tech in Computer Science from IIT Kanpur
Relying solely on the NER model will not yield high accuracy in all cases. Hence, Skillate has created post-processing algorithms using NLP for sanitizing the information extracted from the resumes.
Limitations of Resume Parser
Even with all the advancements and research into Deep Learning and other NLP technologies, achieving 100% accuracy in AI is impossible. Improving the accuracy of the models is a continuous process due to the size of the training data and time for training.
Below are some of the cases where Skillate’s parsing accuracy is not at its best -
Complex resumes with multiple vertical/horizontal sections and multiple tables.
Inconsistent patterns or tabs or whitespaces
Resumes with images, diagrams, arts, etc.
Resumes created from screenshots, scanned copies, photographed , etc.
Wrong information or format furnished by the candidate.
Skillate keeps testing and updating these algorithms to improve the overall parsing quality.
Skillate’s Structured Resume Format
The resume parser gets the parsed resume in a structured format. Provided below is the structured resume format generated by the Skillate resume parser.
The structured resume in Skillate will have the following fields captured: Name First name Middle name Last name Emails Phone Number
Total Number of Working Experience (Years) Education Detail(s) Institute Degree Major
Start year & month *skillate counts month starting from 0 to 11
End year & month
Whether current institute or not
Description / summary Grades Experience Detail(s) Company Job Title
Years of Experience
Start year & month
End year & month Industry
Whether the current company or not [BOOLEAN]
Description / summary Location Skills Core skills All skills
Functional & Behavioral skills Current Company Current Location
Current Job Title Latest Institute Latest Degree Latest Major Highest Degree Highest Major
Profile / Social links (e.g.: LinkedIn / GitHub profile, website link, etc) [LIST]
Overall summary / description
Learn more about Skillate AI-
Deduplication of Candidate Resumes | Matching Engine (https://help.skillate.com/support/solutions/articles/82000885652-deduplication-of-candidate-resumes) (https://skillate.com/blog/how-does-ml-based-job-resume-matching-algorithm-works/) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Skillate AI:Deduplication of Candidate Resumes
#query#: How to Deduplication of Candidate Resumes? |
It is common for the same person to apply to your job openings multiple times. It is good that they are so eager to work for your organization, but you need your candidate lists to be clean and streamlined. Skillate AI makes it easy to identify duplicate candidate profiles and mark them as Duplicate.
Below is the detailed diagram of how the Skillate AI helps in de-duplicate candidate resume:
The Skillate AI deduplication process has two rounds.
In round 1, the AI checks for duplicate email and phone numbers. If there is a match in email or phone number, the resume will be marked as a duplicate.
If both criteria on round 1 are unmatched, the AI moves to round 2 of the deduplication process.
It begins with the name of the candidate (mandatory step) and provides a weightage for each of the criteria.
Please note that all these criteria checks will be done parallelly, and a weightage will be provided. Based on this, it is decided if the resume is a duplicate or not. Skillate has Candidate ID and
Original Candidate ID.
Whenever a candidate's resume is added to Skillate, it will be assigned with a
Candidate ID and Original Candidate ID.
Now suppose another candidate’s resume is added to Skillate, and it will be assigned with a Candidate ID.
Upon completing the deduplication process, if the resumes are found to be duplicates - the latter resume will be assigned with the
Original Candidate ID of the former.
Learn more about Skillate AI- Resume Parser | Matching Engine (https://help.skillate.com/support/solutions/articles/82000885651-resume-parser) (https://skillate.com/blog/how-does-ml-based-job-resume-matching-algorithm-works/) Resume Parser Matching Engine (https://skillate.com/blog/how-does-ml-based-job-resume-matching-algorithm-works/) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Skillate - Product Overview
#query#: How to Skillate - Product Overview? |
Check out how Skillate can help your organization save time and money in hiring by automating your hiring processes. Video Link: https://www.youtube.com/embed/srHw5qY_ck0 |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Refer a Candidate via Employee Portal
#query#: How to Refer a Candidate via Employee Portal? |
As an employee, you can log in to the employee portal and submit referrals for jobs available. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478804)
Here is a quick video walkthrough on how to submit a referral via the Skillate app: Video Link: https://www.youtube.com/embed/mA_qugkkot4 |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Skillate Hire- Chrome Extension
#query#: How to Skillate Hire- Chrome Extension? |
As a recruiter, candidate sourcing is a crucial task. And you might come across several resumes daily. Downloading all the potential candidate profiles one-by-one, and uploading them manually to Skillate can be a tedious task.
Fret not, we have got it covered for you with a new chrome extension- Skillate Hire and have the potential candidates added to your talent pool in seconds. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000815575)
Check out the video walk-through here:
Check out the video walk-through here: Video Link: https://www.youtube.com/embed/R4pJzzYiu30 |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Job Boards Integration
#query#: How to Job Boards Integration? |
Integrate with any job board through the Skillate app, and post jobs in one click! Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478806)
Check out how easy the whole process is on this video walkthrough of how to post a job on multiple job boards through Skillate. Video Link: https://www.youtube.com/embed/5QgnKLThjaI |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Scheduling Interviews
#query#: How to Scheduling Interviews? |
Skillate allows to schedule interviews for candidates in the interview stage of a job. You can do this in two ways- manually or via chatbot. (https://help.skillate.com/en/support/solutions/articles/82000478813) Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478813)
Here is a video walkthrough on scheduling interviews for candidates. Video Link: https://www.youtube.com/embed/xRmgJRyOxBI |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Interview Scheduling via Chatbot
#query#: How to Interview Scheduling via Chatbot? |
Check out how to schedule an interview using a chatbot in Skillate. Video Link: https://www.youtube.com/embed/ej5X5DIYyYw Learn more. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Generating Offer Letters
#query#: How to Generating Offer Letters? |
Once your hiring team has identified the best candidate for the job and decides on the job offer details, you are likely to roll out the official offer letter to the candidate. Skillate allows you to generate and roll out the offer letter by navigating to the Offer stage for the respective job. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000879992)
In this video walkthrough, you can see how to send out offer letters to your candidates on your custom letterhead along with all custom fields and conditions without even moving away from the platform! Video Link: https://www.youtube.com/embed/H3l2Qpppp3Y |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: How-to Videos:Skillate AI
#query#: How to Skillate AI? |
Here is a video walkthrough of how the Skillate AI matching engine and the Pre-screening chatbot work hand in hand to benefit the recruiter. Video Link: https://www.youtube.com/embed/0XpNq6ziCbc |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Your account:Changing account details
#query#: How to Changing account details? | Update your account details like name, email address, phone number or address, anytime by following these steps: Select account details from the menu bar. Click edit icon on the field you'd like to change. After you’ve added the updated details, click save changes. Click done after completing all the updates. You will receive an email from us to verify the changes. In case you have forgotten your password, click on the forgot password button and follow the instructions there. Note: Once you verify the updated email details, you can resume your activities on your account. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Your account:Inviting your team onboard
#query#: How to Inviting your team onboard? | Add your team members to your account to make collaboration easy. You can have multiple teams in an account. You can also add one contact to many teams. Follow these steps to get your team onboard: Select my account from the menu bar. Click on the send invitation link. Type in the email addresses and click send. Alternatively, from the contacts page, you can toggle on the add member and an invitation link will be sent to that respective contact. Pro tip - Tag your team to collaborate and get feedback on your work by typing “@” followed by the team name.You can make announcements about progress of your work, deadlines, updates or anything you want to communicate with the rest of your team, by tagging teams. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Your account:Adding Users
#query#: How to add users to your Skillate account? |
Understanding User Profiles
While adding a new user to your Skillate account, you can choose from the following user profiles: Site Admin : users with Site Admin profile privileges can access sensitive information within the company’s Skillate account. Job Admin : user with job Admin profile privileges can:
Assign can create new jobs, perform bulk actions, and can access sensitive information.
Assign jobs that they are responsible for. (Assign candidates? Or sourcing? Or what is the action performed here?)
Assign jobs to site admins by adding them to the hiring team of respective jobs. Employee : By default, whenever a new user is added to Skillate they are provided with employee profile privileges. Which in fact restricts them from accessing sensitive information and also from performing actions performed by other profiles. Adding Users
Adding new users to Skillate involves the following steps:
Login to your Skillate account using Site Admin privileges. Navigate to
Settings> Administration> Users and click on Add Users Tip:
Alternatively, to add new users - you can simply share the link employee.skillate.com with whoever you want to be part of your hiring process.
They can sign up using the link and voila! they are added to your Skillate account. In the
Add New User page, add the following details: |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Your documents:Creating templates
#query#: How to Creating templates? | Tired of documenting the same kind of things (meeting notes, product requirements, and ideas) over and over again every day? Just create a doc and save it as a template, in three simple steps. Step 1 - Create a new document or reuse an existing one, to fill in the content you’d like to save as a template. Step 2 - Click create template. Give your template a name and click save. Step 3 - Type the addresses in the share with field and click send. Note: You can shares templates within and across teams. Also, you can add tags on the templates, to boost the article visibility on search results across folders or documentation gets easier. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Trial FAQs:Can I invite my team members on the free trial?
#query#: How to Can I invite my team members on the free trial?? | Yes, you can invite your team members on the free trial. However, during the trial period you can only have five members on board. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Trial FAQs:I want to trial a different plan. How do I go about this?
#query#: How to I want to trial a different plan. How do I go about this?? | You can reach out to your account manager or write to our support team if you'd like to change the plan. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Trial FAQs:How many days can I trial a plan for?
#query#: How to How many days can I trial a plan for?? | If you already are on another plan and wish to try out other plans, then you will have a 14-day free trial period. However, if you are trialing the application for the first time, then your free trial period is for 21 days. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Getting Started_1:How to log into the agency portal
#query#: How to How to log into the agency portal? |
To login to Skillate, go to agency.skillate.com and provide your Login ID and password.
You’ll be directed to the board (as shown in the picture below) where you’ll be managing all your clients, who use Skillate ATS.
Select your client and you’ll be directed to the section. In the section, you’ll get to see all the jobs that are assigned to you by your client for sourcing candidates. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Getting Started_1:Signing-up for the agency portal
#query#: How to Signing-up for the agency portal? |
To sign-up for the agency portal, you need to get an invite from the company that is using Skillate as their ATS system.
You’ll receive an email from them saying you’re invited to join Skillate (as shown in the picture below).
You need to complete the sign-up with the Login ID provided to you in the email. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: What is the significance of having a hiring plan? |
A hiring plan ensures that you have a structure to your recruitment process, and you won’t miss any significant stages or steps. Skillate's Hiring Plan and its Milestones help track candidates and hiring stages in one place.
Candidates enter the hiring process from Screen and move by each milestone before reaching the final milestone, Offer. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: Who can configure the hiring plan? | Only the site admin can configure the hiring plan at the global level. However, members of the hiring team can change the mapped hiring plan at the individual job level. (https://help.skillate.com/en/support/solutions/articles/82000877907) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: Why should I configure a hiring plan? |
A hiring plan comprises various stages and interviews defined in the order.
Using these pre-defined stages, we streamline the hiring process systematically. It further helps the recruiters to keep track of candidates in various stages of the hiring process and plan for the following actions. Learn more about how to configure hiring plan. (https://help.skillate.com/en/support/solutions/articles/82000877907) (https://help.skillate.com/en/support/solutions/articles/82000877907) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: What is the difference between Milestones, Stages, and Rounds? | Milestones:
These are configured at the global level. As the term indicates, these are various milestones for your recruitment process. Please note that reports are generated based on these Milestones. Stages:
It can be defined as the process of hiring candidates. It can be a set of interview rounds configured at global and job levels. Stages can be confusing with the Milestones that we have.
To differentiate both:
Stages are configurable at the job level, whereas you can configure milestones only at the global level. A candidate will have to clear a stage before moving to the next stage. Rounds:
Rounds are individual steps or tasks added to each stage. Upon completing all the defined rounds in a particular stage, candidates can move to the next stage.
Learn more about various terminologies used within Hiring Plan in Skillate. (https://help.skillate.com/en/support/solutions/articles/82000877897) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: How many milestones can be configured in the hiring plan? |
You can add up to 15 milestones to your hiring plan.
Will re-ordering the milestones affect the jobs?
When you re-order the milestones in a hiring plan, the stage will be re-ordered for the respective jobs. (https://help.skillate.com/support/solutions/articles/82000877897-hiring-plan-an-overview#Milestones) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: What is the default hiring plan? |
When you log in to Skillate, a default hiring plan will be available. Your hiring plan is the skeleton of your hiring process. Our default hiring plan is to help you get started with it.
Default flow will be applied to all new jobs created. However, recruiters can still change the flow of each job. It will not affect the default flow. Learn more about the default hiring plan in Skillate. (https://help.skillate.com/support/solutions/articles/82000877907-configure-hiring-plan#Default-Hiring-Plan)
Can I have a custom hiring plan for a specific location, department, and grade?
You can define a hiring plan specific to location, department, and grade. (https://help.skillate.com/en/support/solutions/articles/82000478764)
Can I make changes to a hiring plan at a job level?
Yes, only if you are a member of the respective job’s hiring team. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: What is an ideal candidate lifecycle in Skillate? |
An ideal candidate lifecycle will have the following stages: (https://help.skillate.com/en/support/solutions/articles/82000877983) Screen HM Review Assessment Interview Stages Pre-offer Offer Hired Rejected/on-hold |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: What happens if I move a candidate in an interview stage to another job’s active interview stage? |
The candidate will be made inactive in the previous job’s interview stage. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: How does the job approval chain work? |
The Job Approval feature in Skillate offers your organization to configure an approval chain for all the jobs created. These further give the stakeholders more significant control over the organization’s recruitment process. Please note that you cannot change the approvers for a job once the job is approved. (https://help.skillate.com/en/support/solutions/articles/82000478788) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: How do I track a job approval status? |
Recruiters can view the approval status by navigating to the respective job’s Approval tab. The hiring team members can get notified if subscribed from Settings.
Can I approve a job and later revoke it? You cannot revoke the approval action. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: Why do we have internal forms? |
Internal stakeholders primarily use these forms to record candidate details fetched during the hiring process. These are usually configured and filled by the recruiters or hiring managers for internal use only. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000882806) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: How can I send an internal form? |
You can map an internal form to a round in Hiring Plan. Those who are given access can view and access the form. Learn more. (https://help.skillate.com/support/solutions/articles/82000882808-adding-internal-form-round#Adding-Internal-Forms-to-a-Global-Hiring-Plan) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:FAQ- Hiring Plan
#query#: Who can fill up an internal form? |
While configuring the respective internal form, those added users can fill up and view the form. Please note that only the Skillate users will be listed in the drop-down list. (https://help.skillate.com/support/solutions/articles/82000882806-internal-forms)
Can I set notifications regarding filled internal forms?
Yes, while configuring the internal forms, you can toggle the button (https://help.skillate.com/support/solutions/articles/82000882806-internal-forms) ON , and all the users added to the list will be notified when the internal form is filled and submitted. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Hiring Plan- An Overview
#query#: What are the advantages of having a hiring plan? |
Best practices while configuring a hiring plan.
Best practices while configuring a hiring plan.
Permission Required: Only site admin can configure hiring plan at the global level.
However, members of the hiring team can change the mapped hiring plan at the individual job level.
Understanding Hiring Plan in Skillate
When you log in for the first time to Skillate, Hiring Plan is one of the essential features to be configured.
A hiring plan comprises various stages and interviews defined in the order. Using these pre-defined stages, we streamline the hiring process systematically.
A hiring plan comprises various stages and interviews defined in the order. Using these pre-defined stages, we streamline the hiring process systematically.
A hiring plan comprises various stages and interviews defined in the order. Using these pre-defined stages, we streamline the hiring process systematically.
It further helps the recruiters keep track of candidates in various stages of the hiring process and plan for the following actions.
It further helps the recruiters keep track of candidates in various stages of the hiring process and plan for the following actions.
Components of Hiring Plan Milestones
These are configured at the global level. As the term indicates, these are various milestones for your recruitment process. Please note that reports are generated using these Milestones.
You add or remove or rename these milestones by navigating to Settings > Job Setup > Hiring Plan > Milestone Configuration.
You add or remove or rename these milestones by navigating to Settings > Job Setup > Hiring Plan > Milestone Configuration.
Except for Screen, Offer, and Hired milestones, you can rename, add/remove or re-arrange the rest of the milestones. Except for
Screen, Offer, and Hired milestones , you can rename, add/remove or re-arrange the rest of the milestones. Stages
In the process of hiring candidates, Stages can be defined. It can be a set of interview rounds that are configured at a global level and further at a job level.
Stages can be confusing with Milestones that we have. To differentiate both: Stages are configurable at the job level, whereas you can configure milestones only at the global level.
Stages can be confusing with Milestones that we have. To differentiate both: Stages are configurable at the job level, whereas you can configure milestones only at the global level.
Stages can be confusing with Milestones that we have. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Configure Hiring Plan
#query#: How to create a custom hiring plan? |
Default Hiring Plan
When you log in to Skillate, a default hiring plan will be available to use. Your hiring plan is the skeleton of your hiring process. Our default hiring plan is to help you get started with it.
Follow the below steps to get started with the default hiring plan: Navigate to
Settings > Job Setup > Hiring Plan > Hiring Plan Setup Click on
Default Hiring Plan
You can set up milestones for your hiring process from Milestone Configuration Add stages to each milestone.
For each of the stages, you can further add rounds as required.
Learn more about milestones, stages, and rounds here.
Creating Multiple Hiring Plans
We understand that every organization has its own hiring process. Let's say that you have multiple office locations and they follow their own hiring process. At Skillate, you can have them configured. Important! Important!
Before creating multiple hiring plans, we recommend you get in touch with your Skillate POC.
Before creating multiple hiring plans, we recommend you get in touch with your Skillate POC.
All you need to do is- Navigate to
Settings > Job Setup > Hiring Plan > Hiring Plan Setup Click on +Create Hiring Plan.
Select a Location, Department, and Grade from the drop-down menu.
Click on Add to create.
Now, your new hiring plan will be listed with a name in the format:
Location, Department, Grade, |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Configure Hiring Plan at a Job Level
#query#: How to Configure Hiring Plan at a Job Level? |
You must have already created a hiring plan for your organization. Now, suppose you would like to change the plan at the job level.
Let us look at how to configure the hiring plan at a job level. There are multiple ways in which you can create a hiring plan at a job level:
While creating a new job, selecting “Copy from existing” will copy the exact job information, including the hiring plan.
While creating a new job from scratch, an existing hiring plan configured in the settings page matching the department and location will automatically be applied.
If there is no match, the default hiring plan will get used.
On top of the default configuration , you can customize the hiring plan at the job level by adding default stages and rounds defined in the settings page, copying from an existing job, or simply creating new stages and rounds.
Once you have the job created, follow the steps below to configure the job’s hiring plan: Navigate to
Job > About > Hiring Plan.
Follow the steps of adding stages, and rounds to customize your hiring plan for the chosen job.
You can learn more about Feedback Questionnaire here. (https://skillate.freshdesk.com/support/solutions/articles/82000478786-configure-feedback-questionnaire) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Candidate Life Cycle
#query#: How to Candidate Life Cycle? |
A candidate will undergo multiple screening processes before getting hired by an organization. Our Hiring Plan feature works with the same concept.
Let us look at a candidate’s lifecycle while hiring through Skillate.
Let us look at a candidate’s lifecycle while hiring through Skillate.
Screen - this is the first stage for any candidate. Screen - this is the first stage for any candidate.
By default, any candidate sourced directly or added to a job manually is added to the ‘screen’ stage of the respective job.
HM Review - this stage ensures that the associated hiring manager reviews the candidate profiles and further approves or short-lists them. HM Review - this stage ensures that the associated hiring manager reviews the candidate profiles and further approves or short-lists them. Assessment - Assessment -
You can move all the shortlisted candidates to the assessment stage. Here, you will have to enable any online assessment platforms available on Skillate before configuring the rounds.
Interview Stages - Interview Stages -
These are the stages defined by recruiters to move a candidate to once they clear the ‘screen’ stage.
The number of interview rounds can differ depending on the hiring plan that the organization follows. Interviews can be a physical interview or an online interview to invite one or more interviewers.
The number of interview rounds can differ depending on the hiring plan that the organization follows. Interviews can be a physical interview or an online interview to invite one or more interviewers.
Pre Offer -
Pre Offer -
The stage ensures that all the candidates' documents and details during the interview process are valid. It is essential to confirm the authenticity of the candidate.
Offer stage - Offer stage -
Upon clearing all other stages of the hiring plan, recruiters can move a candidate to the 'Offer Stage'.
Upon clearing all other stages of the hiring plan, recruiters can move a candidate to the 'Offer Stage'.
Recruiters can draft the candidate’s offer letter and roll it out.
Recruiters can draft the candidate’s offer letter and roll it out.
Learn more about configuring offer letters here. (https://skillate.freshdesk.com/support/solutions/articles/82000879962-offer-letters-in-skillate-an-overview)
Learn more about configuring offer letters here. (https://skillate.freshdesk.com/support/solutions/articles/82000879962-offer-letters-in-skillate-an-overview)
Hired - Once a candidate accepts a job offer, you can mark the candidate as hired, and the candidate will not be listed for any other jobs. Hired - Once a candidate accepts a job offer, you can mark the candidate as hired, and the candidate will not be listed for any other jobs. Rejected/On-Hold - Rejected/On-Hold -
Recruiters can reject or put a candidate on hold at any stage of the hiring process.
Recruiters can reject or put a candidate on hold at any stage of the hiring process. Note:
A candidate can be active in only one job recruitment process at a time (stage of a job). However, there is no limitation to the number of jobs they can apply for or add. Similarly, a candidate can be kept ‘on hold’ for only one job at a time.
You can move a candidate from an interview stage to another job’s active interview stage. Please note that the candidate will be made inactive in the previous job’s interview stage by doing so.
You can move a candidate from an interview stage to another job’s active interview stage. Please note that the candidate will be made inactive in the previous job’s interview stage by doing so.
Learn more about:Hiring Plan in Skillate | Configuring Hiring Plan | (https://help.skillate.com/support/solutions/articles/82000877897-hiring-plan-an-overview) (https://help.skillate.com/support/solutions/articles/82000877907-configuring-hiring-plan)
Learn more about:
Hiring Plan in Skillate |
Configuring Hiring Plan |
Configuring Hiring Plan at Job Level |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Configuring Job Approval chain
#query#: How to configure a job approval chain? |
Configuring Job Approval Chain Navigate to
Settings > Job Setup > Job Approval Chain.
You can set up a job approval chain for your organization as a whole or a specific office or department.
For configuring job approval for your organization: Click on Edit provided for
Default Approval Chain.
Add the approvers as required in Approvers.
Choose from the drop-down if all the approvers should approve or only one(any) of them needs to approve. If any one of them rejects the job, it will be considered.
Additionally, choose if you want the approval emails to be triggered in a particular order or sent out to all approvers at once .
Additionally, you can add another approval step by clicking on
Add Approval Step.
You can add the users as approvers, set if they need to approve, or one approval would suffice.
Once more than one approval step, it is necessary to choose whether you need to send out approval emails in the order you have defined or send in one go. Click on
Done to complete the process.
You can also set up an approval chain specific to the office and department |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Job Approval Chain at Job Level
#query#: How to view the approval status from Skillate? |
Configuring Job Approval at Job Level
If you have permission to edit a job, you can further configure the job approval chain at the job level. These are in case any specific stakeholder needs to approve for a particular job or someone from the approval chain has left the organization.
Follow the below steps to configure the approval chain at a job level: Navigate to Jobs to create a new job.
While creating the job, - the default approval chain will be added to the job. - if the job created has the office and department matching the approval chain you have configured for a specific office or department, the office/department chain will be considered. From the Approval Stage of job creation, recruiters can edit the approval chain - add new users, add an approval step or change the approval order.
Requesting Job Approval
Once the job is created, you will see the status as Draft. Click on Request Approval from the respective job’s About page, to trigger the approval request email to the configured set of approvers.
They will receive the URL to approve or decline the created job.
The job status will be changed to Pending from Draft |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Internal Forms
#query#: How to Internal Forms? |
Hiring Managers and Recruiters can configure internal forms on Skillate. Internal stakeholders primarily use these to record candidate details fetched during the hiring process.
Internal forms can be configured and mapped to a hiring plan. You can do it by creating a new round for job or global hiring plans.
For creating a new internal form, follow these steps:
Navigate to the
Settings > Job Setup > Forms > Internal Forms.
In the following pop-up, click on + Create New .
Add a name and click on Create to complete the process.
The created form will be available to view and edit from the list of internal forms.
Click on the respective form name to add sections and questions to the internal form.
From the following screen, add a section name and click on Create.
You can add questions to the sections by clicking on New Question .
You can choose an application field from the drop-down menu in the following pop-up.
For creating a new application field, refer to the help guide here. (https://help.skillate.com/support/solutions/articles/82000478780-custom-application-fields)
Specify any dependencies, and choose if you would like to have the respective question as a Mandatory, Optional, or OFF. Click on Add to complete the process.
To preview the form, navigate to the Internal Forms list page and click on Preview.
Learn more about mapping internal form to hiring plan here. (https://help.skillate.com/support/solutions/articles/82000882808-adding-internal-form-round) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Hiring Plan:Adding ‘Internal Form’ Round
#query#: Who can access the internal forms? |
Adding Internal Forms to a Global Hiring Plan
Navigate to the Global Hiring Plan from
Settings > Job Setup > Hiring Plan.
Select any of the hiring plans and from its details page, click on + Round to add a new round.
Choose the round type as Internal Forms in the following pop-up and create the round by adding a name. Click on Create upon completing the process.
You can also copy the round configuration from an existing job. Click on the drop-down provided for
Copy from the existing job . Click on Create to complete the process.
From the stages, click on Configure provided against the internal form round.
In the following screen, you can add users who can access the form.
You can choose from the drop-down menu. The list will have only the users added to Skillate.
Also, toggle the button ON to enable automated alerts to employees regarding completing the internal form round.
You can also select a configured form and map to the hiring plan from the drop-down list.
Click on Save to create internal forms and map to the hiring plan. Click on Save to create internal forms and map to the hiring plan. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: What are job forms in Skillate? |
Skillate allows you to create custom job fields and use them for creating job forms. The job forms are used to fill out details while creating a job. (https://help.skillate.com/support/solutions/articles/82000882570-configure-job-form)
Can I set up separate job forms for different jobs?
No, you can have only one job form used across the platform. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: What are the permissions required to create a new job? | Users with: CREATE_JOB CREATE_JOB can create a new job.
What are the various ways in which you can create a new job?You can follow any of the following ways to create a new job on Skillate: From Template:
Organizations might have a set of unique roles. In such instances, you can have the job description and other related processes created as Job Templates on Skillate. For the same, navigate to
Settings > Job Setup > Job Templates > +Create .While using this method to create a job, you will have to choose a job template created for a specific department and location.
Copy from an existing job:
You will sometimes be hiring for a similar job profile that you have recruited already. Copying the details from an existing job saves you time in creating a new job.
Start from scratch:
If you are looking for flexibility in creating a job, here is the solution. Any new job, role, position - fret not, Skillate allows you to develop your job description, hiring plan, and approval process.
Learn more about how to create a new job. (https://help.skillate.com/en/support/solutions/articles/82000478791) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: Why should I use Job templates? |
Job templates save much time from manually entering job descriptions and other details for jobs usually in use. (https://help.skillate.com/en/support/solutions/articles/82000882571) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: What are the various pre-requisite for creating a new job? |
Before creating a new job, it is best to have the following pre-requisites done: (https://help.skillate.com/en/support/solutions/articles/82000478791)
Pre-defined Job Templates
Global Hiring Plan Configured
Job Approval Chain Configured
Feedback & Scorecard Configured
Internal Job Posting Enabled
Job Boards Integrated
Careers Page Configured and Live
Offer Letters Configured |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: What is the significance of having a Hiring Team? |
Defining a hiring team before creating a job ensures that the members are aligned for the recruitment process. (https://help.skillate.com/en/support/solutions/articles/82000478798) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: What are the various roles available in the Hiring Team? | There are: Creator Recruiter Recruiter Assistant Hiring Manager
Hiring Manager Assistant
Hiring CollaboratorLearn more about hiring team in Skillate. (https://help.skillate.com/en/support/solutions/articles/82000478798) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: Who can fill up the feedback questionnaire? |
Interviewers and external interviewers can submit and view the feedback for a candidate. Collaborators added to the interview can neither submit nor view the feedback tab from the candidate profile link shared in the email. Learn more about feedback questionnaire. (https://help.skillate.com/en/support/solutions/articles/82000478816) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: How do I choose a chatbot flow for a job? |
You can choose a chatbot flow by navigating to a job details page > source candidates > Chatbot screening > Edit icon provided against Chatbot Flow. Learn more. (https://help.skillate.com/support/solutions/articles/82000478797-chatbot-screening-job-level-) |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: How do I invite candidates for the initial screening process? |
You can invite candidates for the initial screening process to a pre-screening chatbot. (https://help.skillate.com/support/solutions/articles/82000478797-chatbot-screening-job-level-)
You can also bulk-invite them from the job details page > source candidates > Chatbot screening > Chatbot Configuration . |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: How do I move candidates added to a closed job to talent pool? |
When you close or cancel a job, you will find the option to "Make active candidates inactive" from the job details page. Click on it to move all candidates who were not selected for the job to your talent pool. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: How to hide the “Overall Recommendation” section from the scorecard? |
You can attach a scorecard from any Interview round's configuration page within a job’s Hiring Plan, where you will find an option to Toggle the “Overall Recommendation” section ON or OFF. The changes will affect only this scorecard. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: How do I allow interviewers to view the previous feedback for a candidate? |
You can allow or restrict interviewers from viewing the candidate's previous feedback from any Interview round within a job’s Hiring Plan. You will find a toggle button to enable or limit the interviewers from viewing the candidate's previous feedback. The changes will affect only this job interview.
I have added an external interviewer for one of my interviews. Can the user access our recruitment portal and make any changes to the interview?
No, the user with the ‘External Interviewer’ role cannot access the Recruitment Portal. They can only be part of the interview process through the link shared with them via email. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:FAQ- Manage Jobs
#query#: When will the interviewers receive the feedback link for a specific interview? |
Skillate will only share the feedback link for an interview with the interviewers upon completing the scheduled interview. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:Configure Job Form
#query#: How to Configure Job Form? |
Skillate allows you to create custom job fields and create job forms. The configured form will be available to fill while creating a new requisition.
Follow the below steps to configure the job form:
Navigate to the
Settings > Job Setup > Forms > Job Form. Click on New Field.
In the following pop-up, select the custom field from the drop-down menu.
You can refer to the document here to add new job fields .
The field title will be auto-populated upon selecting the field.
You can also configure dependency criteria if required.
Select on if the field should be displayed as a
Mandatory or Optional field or turn it OFF.
Further, choose if the job field should be displayed for the agency.
If you choose to display the field, the value entered will be available for the agency to view the job details from their respective agency portal.
Learn more about using agency portal here . Click on Add to complete the process.
To get a preview of the form, click on Preview Form . |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:Create a New Job
#query#: Who can access a job created on Skillate? |
Upon creating a job, you can click on Request Approval from the job's About page
Upon creating a job, you can click on
Request Approval from the job's About page to initiate the approval process. The users added to the job approval chain will receive an email to approve/decline the job.
You can view the status of approval as well as cancel the request from the same screen. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:Understanding Hiring Team
#query#: How to Understanding Hiring Team? |
The hiring team feature allows defining everyone who will be part of the hiring process. These users added to the hiring team will automatically get access to the respective job.
This article helps you understand various terminologies used when you navigate to the Hiring Team section of a job and how to assign users to Skillate in Hiring Team. Creator:
The user who has created the requisition . Recruiter:
The user who is responsible for hiring for the requisition made. You can add only one user as a recruiter for the job. Recruiter Assistant:
The set of users who are part of the hiring process and the recruiter. You can add more than one recruiter assistant for the job. Hiring Manager:
The user who will be approving a requisition created. And they are usually put in the loop regarding the hiring status for the job. You can add only one user as a hiring manager.
Hiring Manager Assistant:
The set of users who should be put in the loop regarding the hiring progress. You can add more than one user as a hiring manager assistant. Hiring Collaborator:
Any other stakeholder who should be put in the loop regarding the progress in hiring. They will get updates via email. You can add more than one user as a hiring collaborator(s) for the job.
Adding users to various roles on Hiring Team
Navigate to the
Jobs > select a job > About > Hiring Team.
The creator field will be auto-filled as per the user who has created the job.
You can click on
Edit or Add provided against each role and choose the users who have to be part of the hiring team.
Upon adding each of them, ensure that you click on Save. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:Create a New Job (Taleo Integration)
#query#: How to Create a New Job (Taleo Integration)? | If you are using Skillate integration module then job creation becomes very easy. There are two methods of how jobs can be created. 1. Automatically Synced from Taleo All the jobs created on Taleo will be automatically synced to Skillate along with their status. Any job you create or update on Taleo will also be instantaneously synced on Skillate. Skillate not only synced the job information but also it's meta information such as the assigned recruiter, hiring manager, sourcer etc. 2. Upload Job PDF file You can export job data from Taleo and upload it on Skillate. Skillate will automatically read all the information present in the file and create a job. Skillate will also assigned hiring manager, recruiters, job owners etc by reading the information present in the PDF file. Once a job is created on Skillate you can edit them as you wish. We encourage you to edit job description and mandatory skills for the job which would help our matching engine to find the best-suited candidates. While editing you can use our JD analyzer to see how well your job description is written. You can find JD analyser next to the job description field in the edit job page. |
Answer the below query as a customer support assistant about Skillate Product:
#query_subject#: Manage Jobs:Job Hiring Plan
#query#: How to Job Hiring Plan? |
Permission: Site Admin, Job Admin
Skillate allows recruiters to define Hiring Plan for individual jobs as well.
There are multiple ways to create a Job Hiring Plan:
While creating a new job, selecting will copy the exact job information including the hiring plan.
While creating a new job from scratch, if there is an existing hiring plan configured in the settings page matching the department and location, it’ll automatically be applied. If there is no match, the default hiring plan will get applied.
On top of the default configuration, you can also customize the hiring plan at the job level by adding default stages and rounds defined in the settings page, copy from an existing job or by simply creating new stages and rounds. Go to
Adjacent to every round you get an option to configure. In each interview and feedback step, you get an option to create a set of questions which the interviewers and reviewers can fill. This helps in collecting the feedback before deciding on whether to move the candidate to the next round.
Adjacent to every round you get an option to configure. In each interview and feedback step, you get an option to create a set of questions which the interviewers and reviewers can fill. This helps in collecting the feedback before deciding on whether to move the candidate to the next round.
Adjacent to every round you get an option to configure. In each interview and feedback step, you get an option to create a set of questions which the interviewers and reviewers can fill. This helps in collecting the feedback before deciding on whether to move the candidate to the next round. Click , to attach the questionnaire to the round. Here, you will get an option to create a section, import from a job or import from templates.
To know more, check out our document on Feedback Questionnaire. |
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