Requests
The search requests from all your clients, what each one is worth and its job post.
A request is a role a client asks you to fill. Here are the ones from every company in the CRM, with what each one is worth. Everyone sees it, and the Owner, Recruiters and Collaborators work it.
The list
| Part | What it has |
|---|---|
| Search | By role or company |
| Filters | Role, company, status, contact, positions, salary, fee, estimated value, whether it has a job post and archived |
| View | Shows, hides and reorders columns |
| Import / Export | Imports requests from a CSV or exports what you see |
| The table | Role, company, contact, positions, salary, fee, estimated value, status, close date and job post. It starts sorted by value |
At the bottom, how many there are, how many are open and what they add up to.
| Status | What it means |
|---|---|
| Open | The client asked for it and it hasn't started yet |
| In course | It's being searched |
| Closed | It's over |
| Cancelled | The client backed out |
Open and in-course requests add to the funnel's value. You change the status from the row.
The estimated value
Reclee calculates it: the yearly salary times the fee times the positions. Since the salary is a range, so is the value. If the fee is a fixed amount, it's the amount times the positions.
Create a request
New request, here or from a company's profile, opens the form in three blocks:
| Block | What it asks for |
|---|---|
| Request | The company, the role they're looking for, the positions and the description. The contact is the company's primary one |
| Commercial | The salary range with its currency and period, and the fee, as a percentage or a fixed amount. It starts with the company's fee, and shows the estimated value as you type |
| Follow-up | The status and the estimated close date |
| Action | What it does |
|---|---|
| Edit | Changes the request's details |
| Delete request | Without a job post, deletes it. With one, archives it, with Undo. Asks for confirmation |
| Restore | Brings back an archived request |
| Open in ATS | Opens the request's job post |
The request's job post
A request is linked to its job post from the job post: in the Client field, when creating it or in its settings. Each request goes with only one job post, and the job post doesn't close while the request is still open.
A request's profile
It shows the role, the company, the status and the positions, the contact, the fee, the estimated value, the salary, the estimated close and its job post. It has two tabs: Hires, with Activate guarantee for a hire that fell through, and Activity.
To get started
Open your requests.