Workflow automation
for Staffing agencies.
Keep candidates and clients informed.
Temp placements and direct-hire searches have different administrative paths. Map status updates, interview coordination, and assignment follow-up without outsourcing hiring judgment.
Start with work you recognize.
Candidate follow-up
Record contact preferences and the next recruiter action.
Client submissions
Track whether a submitted profile has been reviewed.
Assignment changes
Distinguish timesheet coordination, extensions, and redeployment.
Candidate submission to client response.
An example to work through with your team.
A recruiter records a candidate submission for an open order.
Match the candidate, client, and order type.
Record the client contact and the response being requested.
Follow up within the agreed process and update the candidate through the recruiter.
Has the client responded or changed the order?
Clear to continueRecord the confirmed next action and move to the appropriate handoff.
Exception to handleKeep the submission pending and assign follow-up to the recruiter. Do not infer a hiring decision from silence.
- Accountable owner
- Assigned recruiter
- Useful outcome
- A recorded client response or a clearly owned follow-up task.
Get the rules clear.
- How do temp and direct-hire steps differ?
- Who approves candidate-facing updates?
- What happens when an assignment ends?
Start with the work you already know. Steve, your AI process designer, helps you choose a process worth automating, map its handoffs and decisions, and create a phased build plan. Connection options and permissions need checking during implementation. You can continue building with his guidance.