Process Template: Employee Recruitment


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This employee workflow template will help you model, automate and execute your recruitment process in minutes.

The template uses a Public Form where candidates themselves complete the application details and attach their CV. You can share the description of the position on your website and include the URL below to apply, send it by mail or even add a “Work with us” section. If you would rather have your employees complete the application and initiate the process internally, just don’t use a public form.

Advantages of automating this process:

  • Firstly, each application is automatically stored in Flokzu as a new document. This will allow you to generate a CV database for future positions.
  • Secondly, all applications will be centralized in one place, even if you share the link via multiple channels.
  • To save time, you can automatically discard applications based on certain field values. For example, if the wage aspiration is more than a certain figure or the years of experience are fewer than necessary, the system will automatically discard those candidates. In this video, we show you how to set conditions based on field values.
  • For each application, you can register the opinions and evaluations of the interviewers. If you need to go back to a certain candidate in the future, you can quickly view important information that otherwise would be difficult to remember.
  • Finally, you can also set fields as required in the application form. No more applications without contact information, work experience or necessary information to make the decision.

Template’s workflow:

recruitment process automation

Process Form

Flokzu lets you define the form fields. This template already includes:

[Personal Info]

  • Full Name
  • Date of Birth
  • Address
  • Phone
  • Email
  • Marital Status
  • What position do you apply for?


  • Highest level of education
  • Language skills
  • Other skills

[Work experience]

  • Years of experience
  • Describe your last position

Similarly, we added other fields that are only visible at later stages of the process for interviewers to record their evaluation of the candidate.

[Initial interview]

  • Personal Qualities
  • Wage aspiration
  • Overall opinion
  • Additional comments

[Final Interview]

  • Technical skills
  • Strengths
  • Weaknesses

Interviewers can also attach evaluations, tests or any files they want. Moreover, they can even exchange comments in the Comments tab of the document.
Each organization has its own selection process. Some include psychometric tests, several rounds of interviews, technical assessments. This process is intended to be a generic but easily customizable template. You can modify the workflow diagram and form fields. In addition, you can also define the assignments to roles, users or even Web Services (that return the assignees).

Remember that this and all of our process templates have System Roles (All Users, Administrator, etc.) as assignees for each task. To sum up, this video will quickly show you how to import and customize a process template:

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Sobre el autor

Picture of Felipe Demassi

Felipe Demassi

I am an Industrial Engineer passionate about continuous improvement and operational efficiency. My academic background is complemented with courses in programming, computer science, digital marketing, and business sciences. This strong foundation allows me to tackle business and technological challenges from a generalist perspective. In my current role as the leader of the Customer Success team at Flokzu, my primary goal is to ensure that our customers fully leverage our product and service to achieve their business objectives. To achieve this, I perform the following functions: I work on defining the team's strategy, designing operations that ensure our customers get the most value from our platform. I oversee operations and sub-teams, including customer onboarding, support, and continuous training. Internal Process Development: I define and improve internal processes, ensuring their correct implementation and constantly seeking ways to enhance them to optimize customer experience. Metrics Analysis: I collect and analyze key metrics related to product usage, customer satisfaction, retention, and growth, as well as team performance. Coordination with Other Teams: I work closely with other departments within the company and coordinate joint actions that benefit our customers. During my time at Flokzu, my team achieved remarkable results, including a significant increase in customer retention and earning the "Best Customer Support 2022" award by Software Advice. Before taking on my role in the Customer Success team, my experience at Flokzu was focused on the services team. As a process analyst, I led the management of software implementation projects, provided process consulting, training, and customer support, and acted as a liaison between the customer and other sectors of the company.

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