Everybody in staffing is speaking in regards to the affect 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 activity – to not point out the uphill climb of figuring out what to construct, find out how to execute, and what indicators success.
By following a course of (and never skipping any of the steps!) when growing your technique, you may be certain that you keep centered on constructing automations that can make an affect on your small business.
1. Decide your objectives
Are you trying to drive extra candidate functions? 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 world the place automation could make the largest affect on your small business. This half is both apparent to you or you have to get your crew collectively to debate present gaps.
Widespread objectives automation applications assist clear up embody:
- Bettering the candidate expertise
- Redeploying candidates coming off assignments
- Qualifying new candidates earlier than recruiter follow-up
- Reactivating outdated shoppers or candidates in your database
- Shifting contacts by means of your gross sales pipeline
You don’t want to decide on only one objective, but it surely’s essential to slim your focus earlier than you begin constructing so everybody stays pointed in the correct route. Homing in on your small business objectives may also make it easier to laser-focus on metrics that sign the best ROI as soon as your automations do launch.
2. Map out your shopper/candidate journey
When you’ve decided the world(s) you wish to concentrate on, mapping out your shopper or candidate journey is a good way to spark concepts for the place to begin with particular person automations or touchpoints. Getting crew suggestions at this step is essential—what guide duties might help liberate recruiter time? What efforts do your salespeople wish to maintain customized?
After getting 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 software
- Recruiters consistently following up with unqualified candidates = ship a survey with an software affirmation that asks qualifying questions
- Lack of observe 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 information
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 searching for work! Earlier than beginning any automations, be certain everybody in your crew 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 danger your automations not working or hurting the candidate/shopper expertise together with your outreach.
Take into account the next processes earlier than constructing your automations:
- Altering candidate/shopper statuses
- Including begin/finish dates
- Including qualifying candidate info
- Shifting shoppers by means of totally different gross sales phases
You’ll be able to even use automation to scrub up your database should you discover that you’ve massive sums of candidate or shopper information 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 not too long ago, 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 cut back repetitive, guide work. Automation typically takes the place of constant outreach with each candidates and shopper 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 usually tackle 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 crew’s messaging can enhance the effectiveness of your automations by sustaining constant communication throughout the board.
5. Educate your crew
Would you roll out massive adjustments to your group earlier than speaking the aim and implications together with your crew? Why would automation be any totally different? As a result of automation touches each a part of your small business from candidate sourcing to gross sales and even typically payroll, it’s essential to coach your crew by means of the rollout.
Some techniques you need to use to speak with and prepare your crew:
- Begin with a spotlight group to check automations and get quick suggestions
- Assign a champion in every division to assist your crew see the advantages on their day-to-day
- Doc all touchpoints, who they’re sending to, and once they ship to make use of in coaching
- Solicit suggestions on efficiency to gauge whether or not automation helps meet your objectives
- Maintain coaching classes 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 at all times faster to undertake, so be certain implementation conferences and brainstorms aren’t unique to management or advertising groups. Embrace your groups in each step of the method for extra buy-in and higher rollout.
6. Decide what to measureÂ
You’re on the closing step! Your automations are dwell and also you’re feeling good. Now, how do you show return in your funding? How have you learnt the whole lot was price it? That is the place the whole lot comes full circle. Keep in mind these objectives you decided at first of this course of? Time to revisit them!
When measuring ROI, take into consideration what metrics provide the best sign that you just’re attaining your objectives. Had been you trying to automation to enhance the candidate expertise? Check out your NPS since implementation. Needed to re-engage your present shopper base for brand new enterprise? Verify what number of job orders got here in from present shoppers. Tying automation metrics again to your objective is one of the best ways to measure ROI in your funding.
Right here’s some metrics you may pull from automation:
- Redeployment charge
- Projection of recruiter time saved
- Consumer e mail open/click on charge
- Candidate NPS
- Candidate SMS response charge
- Survey completion charge
By following these steps, you ought to be effectively in your option to leveraging the total capabilities of automation inside your small business. In case you’ve not too long ago launched automation inside your small business however are caught on what’s subsequent, attain out to Haley Advertising to totally understand the potential of automation.
