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Using Post-Placement Recipe Triggers in Recruiterflow
Using Post-Placement Recipe Triggers in Recruiterflow

How to continuously engage your candidates and clients after a successful placement?

Amogh Balikai avatar
Written by Amogh Balikai
Updated over 2 months ago

There’s a very stark difference between the top recruiting agencies and the rest.

The top agencies focus on retaining their candidates and clients as much as focusing on acquiring new ones.

And one of the best ways to do this is by continuously keeping your candidates and clients engaged even after a successful placement.

But, if you are an agency placing multiple candidates across different jobs and companies, can you really run a systematic process that can continuously engage your candidates and clients?

If you are a Recruiterflow user, the answer is yes.

Recruiterflow has four powerful automation triggers to help you streamline your post-placement processes.

These triggers allow you to automate reminders, notifications, and follow-ups for candidates and clients at crucial stages. Below, we’ll dive into the specific use cases for each trigger and show you how to set them up for maximum impact in your recruiting workflows.


1. A Candidate or Contract is About to Start

This trigger helps you prepare for a candidate’s first day by automating key actions and ensuring no details are missed.

Use Cases:

  • Wish Candidates: Automatically send a congratulatory email or text message to the candidate, reminding them of key information like the start date, time, location, etc.

  • Client Onboarding Reminder: Notify the client or hiring manager to complete onboarding tasks.

Note: Please refer to the video attached on top to see how you can set up this Recipe.

2. A Candidate or Contract Starts

This trigger ensures everything runs smoothly when the candidate officially starts, automating onboarding tasks and check-ins.

Use Cases:

  • Day-One Check-In: Send an automated email or SMS to the candidate asking how their first day is going, ensuring they feel supported and comfortable. You can extend this further to 30 days, 90 days, 180 days, etc.

  • Client Notification: Notify the client that the candidate has officially started, prompting them to ensure everything is in place for a smooth transition.

3. A Contract is About to End

Use this trigger to ensure a smooth transition as the contract end date approaches, providing opportunities for renewals or planning final steps.

Use Cases:

  • Notify Clients for Renewals: Send automated reminders to clients about an upcoming contract end date to discuss potential renewals or extensions.

  • Prepare Offboarding: Notify the client to start wrapping up final tasks, such as collecting equipment, completing exit paperwork, or preparing for an exit interview.

  • Offer Future Opportunities to Candidates and Clients: Automatically email candidates and clients about possible future job placements as the contract nears completion.

4. A Contract Ends

Once a contract is officially over, this trigger allows you to automate offboarding tasks, NPS surveys, and follow-ups.

Use Cases:

  • Offboarding Tasks: Automatically generate a list of offboarding tasks for the recruiter or HR team, such as returning equipment, closing accounts, or completing exit paperwork.

  • Send NPS Surveys: Send a survey to the candidate and client to gather feedback on their experience, helping you improve future placements.

  • Follow-Up for Future Opportunities: Trigger automated follow-up emails to candidates and clients, offering new job placements once the contract is over.

You can start creating your post-placement engagement Recipes by clicking the button below.

If you need any help, please feel free to reach out to our support team through the chat icon found in the bottom right corner of this page OR by mailing us at help@recruiterflow.com.

We would be more than happy to assist you!

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