This article explains how to collaborate with external recruiters in Personio. If your company uses external recruiters, you can record the work they do in two ways:
- Create a recruiting channel for each external recruiter. This allows you to track their performance without giving them access to Personio.
- Create an employee profile for each external recruiter in Personio. This allows them greater involvement in managing aspects of the recruiting process. You can control the level of access they have.
Before you start
Permissions
- For Option 1, you need permissions for your company’s Recruiting settings.
- For Option 2, you need to have an Administrator role.
Option 1: Create a recruiting channel for each external recruiter
This option is best if you don’t want your external recruiters to have access to your Personio account. With this option, you still have full control of the recruiting process, but you can record an external recruiter as the application source.
Follow these steps:
- Create a separate recruiting channel for each external recruiter.
- Ask external recruiters to send candidate applications to your Personio inbox email address.
- Convert the email applications to candidate profiles.
▶︎ Note: Make sure to enter the candidate's email address in the profile, not the recruiter's email address. - In the Profile tab of the respective candidate profile, click the edit icon to select the external recruiter's channel.
Option 2: Create an employee profile for an external recruiter
If you want to give an external recruiter direct access to your Personio account, you can create an employee profile for them. You can control the level of access they have. Keep in mind that these profiles count toward your billing package headcount.
Follow these steps:
- Add a new employee from the People List. Set the employment type to External to distinguish them from internal employees.
-
Create a new employee role for external recruiters. Note: Only grant this role the permissions that are appropriate for an external recruiter. Make sure to restrict any access to sensitive employee information.
▶︎ Refer to our summary of recruiting permissions for guidance on appropriate recruiting permissions.
▶︎ If the external recruiter is responsible for a specific job, make sure to add them to the hiring team for that job. - Invite the external recruiter to Personio.
Once you’ve completed the steps above, the recruiter can manually create candidate profiles in Personio. To track where candidates come from, you need to enter a channel in the candidate profile. Follow the steps in Option 1 if you want to record the external recruiter as the application source.
Access metrics on channel performance
You can measure channel performance in the Metrics tab. Go to Recruiting > Metrics > Channels.