Basic Recruiting functions can be set up in System Settings. These functions include creating Job Templates, Message Templates, Hiring Processes, Forms, and more. Through this Settings screen, new Users and their notification preferences can be added and updated, and details about the Careers Page can be managed.


To open System Settings, navigate to the Recruiting module and click 'Settings' in the top ribbon. System Settings will include four tabs that host a range of features.

Hiring Tools Tab

This tab includes the following functions:

  • Assessments - Personalized assessments can be made and added to the 'Assessment' section of a Hiring Step
  • Automatically Reject Applicants - Applicants can be automatically rejected if answering a prescreened question marked with a status of 'Disqualify' when the Auto Reject Applicants feature is enabled. When doing so, the system will send a selected Rejection Letter to the Applicant within a set number of days
  • Custom Sources - Sources where Jobs can be posted in addition to the Job boards. Creating these sources will create a link that can be used to share the Job posting
  • EEOC - This page enables EEOC, or Equal Employment Opportunity Commission, Tracking
  • Forms - Unique forms can be created for Applicants to submit their responses and can be incorporated in a Hiring Step of the Hiring Process
  • Hiring Process - Hiring Processes should be organized to reflect the steps the Organization takes when hiring a new Employee. Click here to learn more about Hiring Processes
  • Keywords - Keywords are terms that the User either does or does not want to see on an incoming Applicant's resume. Using Keywords on Jobs allows the words on an incoming Applicant's Profile to be highlighted
  • Prescreen Question Library - Create and manage sets of Prescreen Questions to use on Job Postings
  • Rejection Reasons - A list of all potential Rejection Reasons with the ability to add additional reasons as needed. These are often selected when an Applicant is marked as 'Inactive'

Templates Tab

This tab includes the following functions:

  • General Messages - Manage the templates associated with forms, offer letters, assessment invitations, rejecting applicants, etc. It is rare that these will need editing
  • Interview Scorecards - Scorecards are used to provide consistency among Applicants by tracking Applicant responses to the same questions. Click here to learn more about Interview Scorecards
  • Job Templates - Job Templates enable Users to create a basic foundation for a Job posting that can be updated as needed at the time the Job posting is created. Doing so helps to make the Job posting process efficient. Click here to learn more about Job Templates
  • Messages - Message Templates help to make communication between the Hiring Manager and the Applicant more efficient. Admin Users simply need to create Custom templates for an Email, Text Message, or both, so that when the 'Contact Applicant' icon is clicked, a listing of all Message Templates will appear. Click here to learn more about Message Templates
  • Offer Letters - These templates allow for the default content of an offer to be saved and updated later to best match the Applicant and Job position. It is recommended to have an Offer Letter Template for the different types of positions offered

My Organization Tab

This tab includes the following functions:

  • Careers Page - This screen includes all of the details about the Careers Page. Navigate to this page whenever the Careers Page ever needs to be updated. Click here to learn more about the Careers Page
  • Company Profile - This profile lists all Company details, including Address, Phone Number, Default Time Zone set for scheduling communication with an Applicant, and the Company's Confidential Account Name. Additional Options are available in regards to how information is shared with Applicants and other Job boards
  • Departments - Manage the Users who have access to certain jobs
  • Districts - Manage districts, which are a way to group Locations
  • Locations - Manage the areas where jobs are posted
  • Team- Manage who can login and control access levels
    Best Practice

    With R365HIRE, it is best that each User has their own login credentials, even managers. With individual logins, all the information such as applicant interaction and scheduled interviews will be specific to each User.

  • User Notifications - Admin Users can update User Notifications through this screen for Users through this screen

Plan & Billing Tab

This tab includes the following functions:

  • Plan Details - Manage billing information and purchase account add-ons
  • Billing History - View the Organization's past invoices