Solutions : Freshteam support

Freshteam cheat sheet

Basic Account setup
Setting up your Recruitment platform
Setting up your first job
Setting up your Employee Directory
Setting up Time off for your firm
Setting up Employee Onboarding module
- Pre-onboarding: Configure New hire form, Documents, E-sign
- Onboarding checklist

Adding company information

(You can set this up in 2 minutes)

This is where you tell Freshteam who you are.

Navigate to Settings > Company and give here your company name, industry, preferred language, and anything else you'd like to remember.

Setup Location/locations

(Takes 5 minutes)

Working out of the office from multiple locations? You can cover them all with a single instance in Freshteam. Navigate to Settings > Locations and, start listing your locations, their respective time zones, languages, and everything else.

Adding organization structure to Freshteam

(Takes seconds to update a Department or Team )

This is where you tell Freshteam about all the teams and departments at your organization. You can represent them on the system and associate their respective employees with them. Navigate to Settings > General and start creating a department on Freshteam for each one you have in real.

Career site customization

(You can customize this in 7 minutes)

A great career site often goes unnoticed but is crucial to improve your employer branding while attracting the right set of candidates for your organization. Check out how our customers have customized their career sites to achieve this.

You can customize your career site to go with your brand’s design guidelines by adding your organization logo, banner image and more by navigating to Settings > Career site.

Here is a detailed video on how you can customize your career site.

Add hiring team to Freshteam

(Takes you a maximum of 10 minutes)

One more way to bond with your team: New software. So to start onboarding and bonding, you’ll have to first add your hiring team members as employees to Freshteam and then assign them with appropriate user roles. You can do that by navigating to the Employee directory > Add employee. If you’d prefer importing them at one shot, simply import in bulk.

While you do, if you need help with understanding who should have which roles in Freshteam, read this.

Setting up your career/hiring email

(Takes 15 minutes to set this up)

Do you have a lot of candidates dropping emails to your careers email(something like [email protected])? You can add this email id to Freshteam, and once this is set up, any candidate who drops an email to your careers email id will be created as candidate profiles in Freshteam. For more information on setting this up, click here.

Syncing your work email with freshteam

(Takes 5 minutes to set this up)

The main reason you switched to Freshteam is to make your hiring easy and smart, which is accessible from one place, eliminating the need to shuffle between multiple applications. One such place where you keep shuffling and missing is Emails. To make sure you don’t miss a single email and also have one place to hold all candidate conversations sync your email id with Freshteam. If you have been using a Gmail client, click here to know more. If you have been using O365 or outlook email, refer to the help article here.

Adding your frequently sent emails as templates to Freshteam

(Takes 10 minutes to set this up)

You can add a copy of your frequently sent emails to the candidates by navigating to Settings > Productivity > Canned Responses. Do make use of the placeholders to automatically populate the details like first name, job title in your response based on what’s available in the candidate profile.

Setting up your email notifications

(Takes a maximum of 2 minutes for each notification)

The email notifications in Freshteam can save a lot of time automating your workflows. You can access these notifications by navigating to Settings > Email notifications and choose to enable/disable them. Click here for more information on each notification.

Creating your first job

(Takes 2 minutes to create a job)

You are one job post away from some amazing candidates flooding in. So why wait? Navigate to the Recruit section > choose 'add new job posting', enter the details of the job posting, and hit 'Publish'. TADAA! The job will be published and will be visible in your career portal.

Adding Hiring team members to a job

(Takes 2 minutes to create a job)

Make a quick list of team members who will be responsible to hire for a job role - Recruiters, Hiring managers, panel members. Once you have it, you can start creating your mini hiring team on Freshteam by navigating to the ‘Job details’ page of each job.

Configuring your hiring workflow

(Takes 20 minutes to set this up for a job)

Configuring the hiring process before adding candidates is supercritical to ensure the candidates are being handled based on the hiring workflow or process configured.

This configuration includes

Configuring the interview scorecard for the job
Setting up the substages of the interview process for the job
Setting up autopilot workflows to automate repetitive actions/tasks

Pro tip -

You can set the hiring process for one job and copy them to other jobs(thus saving a lot of time) provided there are no candidates in the new job.

Application form configuration

(Takes 2 minutes)

You will be able to create a unique application form to capture relevant information from candidates for each job by navigating to the ‘details’ page of the job and drag/dropping the fields.

Steps to publish jobs on your career site

(Takes around 10 minutes to set this up)

A job published in Freshteam will automatically be visible on the career site provided by Freshteam. However, if you are looking to publish the jobs on your organization’s career portal, you can embed the jobs published in Freshteam to your organization’s career portal by copying the code snippet generated and pasting it in your career portal’s front end code. For more information about job embeds, read this.

Adding candidates to your Freshteam instance

(Takes a maximum of a minute to add a candidate)

Freshteam has a lot of ways to add candidates to your instance. You can simply choose to add them one by one, or bulk import through CSV. You can publish the job posting in the job boards like LinkedIn or Indeed, and candidates will be added automatically. Similarly, publish on social channels like Facebook or Twitter, or add vendors or third party users to share candidate profiles on freshteam. Create a tracking URL and share it amongst your circle, or even whitelist an email channel that sends candidate profiles.

Schedule a test interview

(Takes around 4 minutes to schedule an interview for a candidate)

Scheduling interviews with Freshteam is hassle-free. You can schedule interviews and notify the interviewers and candidates in just 5 steps. Do check the video below to know more about this.

Creating users in Freshteam for the first time

(It will take you about a minute to create a user and assign a role on Freshteam)

When hiring as a team, you’ll have multiple people accessing Freshteam. Just to keep each of their Freshteam worlds separate, you can assign user roles to them. Every user role comes with a different set of abilities and defines who can do what. You can read the below list before you start assigning roles to your fellow hiring heroes.

Account Admin - Has complete control over the Freshteam including access to the account or billing-related information and receives invoices. Kind of like the big guy!
Admin - Can Access & Modify all configurations in the Settings and will have complete access to all modules, but are restricted from Viewing Account & Billing settings.
HR Partner - Can Access & Modify entire Employee information including Time-off compensation and team workflows of any employee.
Recruiter - Can manage all Productivity and Applicant Tracking System features like creating job postings, adding candidates, scheduling interviews, moving candidates, etc., but has restricted access to other settings like account and billing info.
Hiring Manager - This is a special role for the recruitment module. Can view candidates, advance stages, and view offer details. Has employee level access to other modules.
Employee - Can View a limited set of information of other Employees, Request time off, View company job postings, and Refer a candidate to an Organisation.

Adding custom fields to the employee Profile (Employee Records)

(You can create them in seconds)

Freshteam has an exhaustive list of in-built fields you can use to collect employee information. However, once in a blue moon, you may need something new, something specific to your company. And Freshteam wouldn't be Freshteam if we didn’t think about it. So happened ‘Custom Fields’. You can create custom fields by navigating to Settings > Employee record.

Add/Import Employee Data using CSV

(Might take you about a maximum of 10 minutes)

If you have a huge hiring team or have a long list of employees who ought to be on Freshteam, just opt to bulk import. Saves you time for an extra coffee. So, instead of creating users and assigning roles one after another, you can simply import them all in one shot through a CSV, or integrate Freshteam with your employee directory (G Suite or Office 365).