Introducing Candidate Relationship Management

Objective

After completing this lesson, you will be able to describe Candidate Relationship Management features and roles.

Introduction to SAP SuccessFactors Recruiting: Candidate Experience

SAP SuccessFactors Recruiting helps companies attract, engage, and select the best talent. Use SAP SuccessFactors Recruiting to create and advertise jobs, provide a great candidate experience, select the best candidate, make a job offer, and close out the recruiting process. You can configure the solution to meet the needs of your recruiting process.

SAP SuccessFactors Recruiting is a single solution containing the Applicant Tracking System (ATS), Career Site Builder (CSB), Recruiting Posting, Advanced Analytics, and Candidate Relationship Management. Development of new feature enhancements requires the full solution.

To ensure our Recruiting customers have access to all solution capabilities, Recruiting feature sets are no longer sold as independent, stand-alone solutions. Customers who purchase SAP SuccessFactors Recruiting have a license for all the features. The cost to implement each is priced separately.

This document focuses on implementing Career Site Builder (CSB) and Candidate Relationship Management, whether your new career site will be developed using Career Site Builder or if SAP SuccessFactors Professional Services will create a custom career site. Other decisions will be made during your implementation. For example, you and your implementation consultant will discuss how SAP SuccessFactors can support your job distribution goals early in the process.

  • With Candidate Relationship Management features, SAP SuccessFactors Recruiting evolves from an Application Tracking System into a full-cycle Candidate Engagement System, providing a seamless workflow for candidates, from applying through onboarding.
  • With Candidate Relationship Management, staffing organizations can:
    • Create and manage Talent Pools to organize and manage critical talent needs.
    • Create and send targeted Email Campaigns.
    • Develop dynamic Data Capture Forms to capture new leads. These forms are added to custom Landing Pages created for specific audiences.
    • Use the expanded Candidate Profile to manage correspondence with the candidate and their Talent Pool membership.
    • Search across the entire candidate and employee database.
  • Customers run Candidate Relationship Management programs to nurture, attract, and hire top talent.
  • Rather than sourcing from scratch for each job, recruiters will have the data to nurture passive candidates, which can reduce the cost per hire and time to fill.
  • Candidate Relationship Management is built into SAP SuccessFactors Recruiting and is included at no additional cost.
  • Candidate Relationship Management is entirely self-service; customers can create and execute recruiting campaigns with no back end configuration.
  • To take advantage of the Candidate Relationship Management functionality, customers must create a site with Career Site Builder.
This screenshot shows the main components included in the SAP SuccessFactors Recruiting solution.

Roles in Candidate Relationship Management

Candidate Relationship Management is typically used primarily by recruiters and sourcers:

  • Manage Talent Pools
  • Send Email Campaigns

The initial setup is usually performed by an admin or perhaps a technical recruiter:

  • Enable Candidate Relationship Management and set user permissions
  • Create Data Capture Forms and Landing Pages
  • Create Talent Pools and Status Sets
  • Create Email Layouts and Email Campaign Content Templates
  • Send Initial Consent Opt-in Email(s)
  • Create Ad Hoc Reports

The company’s marketing/brand management group will often assist with decisions:

  • Data Capture Forms and Landing Pages
  • Email Layouts and Email Campaign Content Templates

Customers Want to Know How To Get Started

  • It is very helpful for customers to learn how other customers use Candidate Relationship Management features. We’ll share some information from SAP’s own recruiting organization.
  • SAP has been using SAP SuccessFactors’ Candidate Relationship Management features since January 2020.
  • SAP started with a micro-trial with a limited number of recruiters, supported by a steering committee.
  • After practicing with the Candidate Relationship Management features and developing a repeatable process, SAP did a phased rollout of the features and then a global rollout.
  • A 30-minute training is provided for new recruiting users, and they are provided with permissions to perform the tasks they are responsible for.
  • A Candidate Relationship Management Toolkit is hosted on MS Teams for SAP’s recruiters.

Decide How to Organize Candidates Using Talent Pools

  • Using Candidate Relationship Management features, customers use talent pools to organize their talent.
  • In general, SAP organizes candidates by skill and by region. (Candidates in one region do not apply for jobs in a different region.)
  • The skill groupings SAP uses include Technology, Consulting, and Customer Facing. Examples are provided below.
  • Identify the logical divides for your talent groupings, (e.g.,Clinical and Facilities, or Corporate, Production, and Retail).
  • SAP also creates talent pools for events. After the event, members of the talent pool are organized into specific skill-based talent pools.
  • Recruiters add Silver Medalists (candidates who advanced in the selection process but were not hired for that position) to build their skill-based talent pools.

SAP Talent Pools Organized by Skill

This screenshot shows SAP Talent Pools categorized by skill.

Summary

  • Overview of Candidate Relationship Management Features: SAP SuccessFactors Recruiting integrates Candidate Relationship Management, transforming it into a comprehensive Candidate Engagement System. This system allows staffing organizations to manage talent pools, send targeted email campaigns, develop data capture forms, and create custom landing pages for specific audiences.
  • Self-Service Functionality and Site Creation Requirement: Candidate Relationship Management is included at no additional cost and is entirely self-service, enabling customers to execute recruiting campaigns without backend configuration. To use its functionalities, customers must create a site using the Career Site Builder.
  • Roles and Responsibilities: Recruiters and sourcers primarily use Candidate Relationship Management to manage talent pools and send email campaigns. Admins or technical recruiters usually handle initial setups such as enabling the system, setting user permissions, and creating forms and templates. Collaboration with marketing/brand management is often needed for designing data capture forms, landing pages, and email campaign content.