Everybody in staffing is speaking concerning the influence automation can have on companies. From serving to enhance the candidate expertise to measuring NPS and releasing up recruiter and salesperson time, it’s little doubt energetic automation customers see the ROI in these platforms.
However when automation is new to you, beginning can really feel like a frightening process – to not point out the uphill climb of figuring out what to construct, learn how to execute, and what alerts success.
By following a course of (and never skipping any of the steps!) when growing your technique, you’ll be able to be certain that you keep centered on constructing automations that can make an influence on your corporation.
1. Decide your objectives
Are you trying to drive extra candidate purposes? Do you want extra job orders? Is your candidate expertise as soon as jobs are stuffed missing? Earlier than you begin constructing any automations, it’s essential to consider the realm the place automation could make the largest influence on your corporation. This half is both apparent to you or it is advisable get your group collectively to debate present gaps.
Frequent objectives automation applications assist clear up embody:
- Enhancing the candidate expertise
- Redeploying candidates coming off assignments
- Qualifying new candidates earlier than recruiter follow-up
- Reactivating outdated purchasers or candidates in your database
- Transferring contacts by your gross sales pipeline
You don’t want to decide on only one objective, nevertheless it’s essential to slender your focus earlier than you begin constructing so everybody stays pointed in the suitable path. Homing in on your corporation objectives can even allow you to laser-focus on metrics that sign the best ROI as soon as your automations do launch.
2. Map out your consumer/candidate journey
When you’ve decided the realm(s) you wish to deal with, mapping out your consumer or candidate journey is a good way to spark concepts for the place to begin with particular person automations or touchpoints. Getting group suggestions at this step is essential—what guide duties might help unencumber recruiter time? What efforts do your salespeople wish to hold personalised?
After you have your journeys mapped out, check out the place there are gaps.
Some gaps and methods automation can clear up them:
- Delay in response time from recruiters when candidates apply = automate a thanks e mail when you obtain a brand new utility
- Recruiters continually following up with unqualified candidates = ship a survey with an utility affirmation that asks qualifying questions
- Lack of comply with up with prospects after enterprise improvement course of = create a passive touchpoint journey to ship new info to prime prospects each month
3. Overview your ATS knowledge
For automation to work correctly, the information in your ATS and CRM must be up to date and maintained. You don’t wish to ship a message asking somebody you positioned yesterday in the event that they’re in search of work! Earlier than beginning any automations, be certain that everybody in your group is on the identical web page with the fields you’ll be utilizing to set off messages and construct audiences. If processes aren’t aligned, you threat your automations not working or hurting the candidate/consumer expertise together with your outreach.
Think about the next processes earlier than constructing your automations:
- Altering candidate/consumer statuses
- Including begin/finish dates
- Including qualifying candidate info
- Transferring purchasers by completely different gross sales phases
You may even use automation to scrub up your database should you discover that you’ve got massive sums of candidate or consumer knowledge that’s outdated or incorrect. Examples of this embody archiving data you haven’t up to date prior to now 5 years, altering the standing of candidates who haven’t been positioned lately, or marking bounced contacts as inactive.
4. Revisit your model voice
The aim of automation is to not substitute your groups however to enhance their processes to scale back repetitive, guide work. Automation typically takes the place of constant outreach with each candidates and consumer contacts and in case your model voice isn’t constant inside your touchpoints, it may well trigger some confusion.
Earlier than you begin implementing automation inside your group, think about your present model voice and in case your groups are aligned with this voice. How do you sometimes handle expertise? Is your communication extra upbeat and optimistic or to the purpose? Guaranteeing the message you’re conveying in your touchpoints is constant together with your group’s messaging can enhance the effectiveness of your automations by sustaining constant communication throughout the board.
5. Educate your group
Would you roll out massive adjustments to your group earlier than speaking the aim and implications together with your group? Why would automation be any completely different? As a result of automation touches each a part of your corporation from candidate sourcing to gross sales and even typically payroll, it’s essential to teach your group by the rollout.
Some techniques you should use to speak with and prepare your group:
- Begin with a spotlight group to check automations and get rapid suggestions
- Assign a champion in every division to assist your group see the advantages on their day-to-day
- Doc all touchpoints, who they’re sending to, and after they ship to make use of in coaching
- Solicit suggestions on efficiency to gauge whether or not automation helps meet your objectives
- Maintain coaching periods as soon as 1 / 4 so groups are up to date on new automations and options
People who really feel concerned within the course of are all the time faster to undertake, so be certain that implementation conferences and brainstorms aren’t unique to management or advertising groups. Embody your groups in each step of the method for extra buy-in and higher rollout.
6. Decide what to measure
You’re on the closing step! Your automations are stay and also you’re feeling good. Now, how do you show return in your funding? How are you aware all the things was value it? That is the place all the things comes full circle. Keep in mind these objectives you decided in the beginning of this course of? Time to revisit them!
When taking a look at measuring ROI, take into consideration what metrics provide the biggest sign that you simply’re attaining your objectives. Had been you trying to automation to enhance the candidate expertise? Check out your NPS since implementation. Wished to re-engage your present consumer base for brand new enterprise? Examine what number of job orders got here in from present purchasers. Tying automation metrics again to your objective is the easiest way to measure ROI in your funding.
Right here’s some metrics you’ll be able to pull from automation:
- Redeployment price
- Projection of recruiter time saved
- Consumer e mail open/click on price
- Candidate NPS
- Candidate SMS response price
- Survey completion price
By following these steps, you ought to be nicely in your approach to leveraging the total capabilities of automation inside your corporation. For those who’ve lately launched automation inside your corporation however are caught on what’s subsequent, attain out to Haley Advertising to totally understand the potential of automation.
