CRM stands for Customer Relationship Management – a crucial tool for all your candidate and client management needs.
As a piece of ground-breaking tech, Recruitment CRM Software helps you automate tasks, organise your workflow and streamline recruitment. Can you ask for more than that?
Within PrimePRO, you can manage everything from onboarding, timesheets, making bookings, reporting and more – with the ability to take it that one step further with HMRC-recognised payroll software, PrimePAY. This makes it one of the most efficient recruitment CRM software tools available for temp agencies.
You need a recruitment CRM software for three simple reasons:
We’re no longer in the days of rolodexes. You can analyse all your bookings with a colour-coded planner, report on functions with an easy-to-view dashboard, and organise candidates with filter options. A robust recruitment CRM software system ensures this kind of structure is scalable and reliable.
By automating tasks such as mass communication and timesheets, you can streamline tasks and get on with doing what you do best: strengthening relationships with your clients and candidates, and filling more bookings. This is a core benefit of implementing recruitment CRM software in your agency’s workflow.
94% of recruiters claim that using recruitment software has positively influenced their hiring process – so by creating a simpler process for candidates, you’ll create positive feedback and enhance your agency’s reputation. Recruitment CRM software helps deliver this seamless experience with consistency and efficiency.
Guess what? This leads to further growth for your agency and the retention of clients! A win-win for all involved.
On a recruiter’s to-do list, there are several different tasks to complete from day to day.
Some of those tasks involve a hefty amount of minutes on the phone and drafting emails, but most are administrative-heavy.
Let’s explore the type of tasks you can enhance and streamline with recruitment CRM software.
Finally, you believe you might have found the perfect candidate after what feels like a never-ending search. Now, you’re ready to send them a detailed application form that will help you analyse further if they are suitable for the role.
Recruitment CRM software like PrimePRO allows you to customise your application form, with it being reactive to the job the candidate is applying for. For example, if they select “teacher” then certain compliances will be requested such as the TRN number.
You’ll want to make sure you’re staying compliant as a temporary recruitment agency, otherwise, you’ll be in for a nasty fine.
This can be avoided with the use of Identity Validation Technology such as TrustID.
TrustID’s integration with recruitment CRM software like PrimePRO allows the candidate to upload their identification documents (such as a passport) and request a live selfie. This will give you a report of whether the candidate passed or failed the identity verification process. If they passed, you can get ready to book them out.
Whatever the industry you are recruiting for, you’ll probably need to request various items such as immunisation reports, DBS certificates, work history, references and more. In PrimePRO, you can tailor your application forms to the candidate you are sending to, allowing you to request whatever you need from them in a straightforward way.
This is probably the most crucial part of your job as a temp recruiter. If you don’t fill bookings, you’re losing opportunities.
To make your life easier when it comes to this demanding task, recruitment CRM software such as PrimePRO allows you to quickly add bookings within the recruitment CRM software, with templates available to speed up the process of what you’re adding, as well as having the luxury of being able to colour code them to keep track of what’s going on (green is ready to go, red is unfilled, yellow is in-progress). This colour-coded weekly
planner effortlessly helps you monitor what you’ve got coming up.
With search filters available, you can display compliant candidates, who have the right skill, fit the geographical region (with an optional swanky Google Maps integration), individually find their name, and specify if you want them to have worked with that client before.
A real-time saver is the option of automated mass communication – you can send candidates a text with the details of the shift, asking them to reply Y or N to accept the work. You can then send automated confirmations back too.
Once a booking is made, you can send a client confirmation email, adding the candidate profile/vetting document, client terms and conditions, candidate CVs and other attachments.
Manually managing timesheets can be a tedious task. With the added risk of error, fraud and delays, it will give you the peace of mind to automate the process.
Recruitment CRM software like PrimePRO makes this simple – timesheets are automatically created based on the booking, so you can worry less about error.
The rates are automatically applied based on the time of day or day of the week.
As your client may have different rates based on this, this can all be set up in our back office so it’s automatically applied. No need to worry about any manual calculations over here.
The agency is then able to edit and approve timesheets as they see fit, as well as having the option to give clients a portal view to allow them to edit / approve too.
Ever experienced a candidate who lies about their hours on their timesheet?
To make tracking candidates’ time a painless process, PrimePRO’s recruitment CRM software provides a time and attendance system. So when they’re at work, they scan a QR code to clock in and scan it again to clock out. This automatically updates the timesheet of the hours that they worked.
As a temporary recruitment agency typically faces unique cashflow challenges, you’ll want to make it as easy as possible to send invoices to your clients.
Once consolidation has taken place – i.e the timesheets have been processed in the week-end procedure, the invoices are automatically created for you within recruitment CRM software like PrimePRO. The invoice will contain a breakdown of details, all ready to be emailed from the system.
Payroll can be a complicated process, especially for agencies that manage a mix of PAYE, umbrella company and limited company workers.
With PrimePAY, our HMRC-recognised payroll system, your time-consuming payroll tasks can all be automated.
With the option of effortless payroll management, you can eliminate manual data entry and error by creating automated umbrella reports and payroll files, as well as create self-bill invoices for limited company contractors.
Furthermore, automatically calculate WTR (Holiday Pay) using either the 12.07% method or the 52-week average, after your weekend procedures. From there, you can send payslips electronically, automate pension contributions and enrolment
processes, submit Real-Time Information (RTI) to HMRC effortlessly, create BACS files for secure bank transfers, and generate year-end reports like P45s, P32s, and P60s with simplicity and proficiency.
If you’re into making data-driven decisions to ensure the success of your agency, then reporting is vital. It shows you the inner operations of your business that you didn’t have a chance to stop and think about, empowering you to make better
decisions going forward.
PrimePRO’s recruitment CRM software gives you the flexibility to report on timesheets, which is very useful for analysing the pay and charge rate of each candidate, allowing you to optimise your pricing strategy and evaluate your profitability.
With gross margin reports, it’s a straightforward process when it comes to identifying cost-saving opportunities and financial forecasting, due to having the ability to compare the cost of sales, national insurance, pensions, average percentage mark-up, and holiday accrual.
Useful for your team of recruitment consultants, the bookings and new starter reports permits you to identify completed, cancelled or outstanding bookings. You can then measure your agency’s progress over a period of time.
A vital reporting function, your payroll team can use the candidate starters report to double-check who you are paying and if you are paying them correctly.
It’s simple really – more streamlined tasks, means more time for building rapport with your candidates and clients. This leads to an increase in retention, and therefore more growth for your agency. All of this becomes easier to manage with the right recruitment CRM software in place.
So if you’re currently struggling to juggle all your recruitment tasks, then it’s worth exploring options of recruitment CRM software to help you enhance your operations.
Request a demo of our intuitive recruitment CRM software and Payroll software and discover how your agency can reach its full potential.
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