Company

Frame-45-2

Project

Workflow Study

Summary

This is the story of SmartRecruiters research study on  the Workflow Management feature. It covers research study conducted on feature to aid in its improvement and adoption by clients. 

Responsibilites 

Researcher

Background

Within the SmartRecruiters platform, the workflow management feature serves as a pivotal element, streamlining and optimizing the hiring process. This robust feature is designed to orchestrate the entire lifecycle of recruitment, offering a systematic approach to talent acquisition. From initial job requisition to candidate sourcing, screening, interviewing, and final selection, the workflow management feature provides a structured framework for recruiters and hiring teams.

With customizable workflows, SmartRecruiters allows organizations to tailor the recruitment process to their unique needs, ensuring flexibility and efficiency. The feature facilitates seamless collaboration among team members, providing transparency into the hiring pipeline and enabling real-time tracking of candidate progress. SmartRecruiters' workflow management is a powerful tool that empowers organizations to enhance their hiring strategies, reduce time-to-fill, and secure top talent effectively.

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Problem 

Despite the robust capabilities of the SmartRecruiters workflow management feature, user adoption has remained disappointingly low, failing to align with our strategic business objectives. This disparity between the tool's potential and its actual utilization highlights a critical challenge that needed immediate attention. To optimize our recruitment processes and enhance overall efficiency, it is imperative to address the factors hindering widespread adoption, thereby unlocking the full value of this powerful feature.

Solution

I chose to conduct semi-structured interviews because they would provide flexibiliy and structure. This approach enables participants to express their thoughts freely, while ensuring key topics are covered, making it ideal for gathering rich and varied qualitative data.

In an effort to enhance the efficiency and user experience of SmartRecruiters' workflow management feature and adoption, I conducted a comprehensive research study involving 12 participants. The primary objective was to identify user pain points, understand existing gaps within the feature, and delve into the reasons hindering optimal utilization of the product.

During insightful conversations with our valued customers, several pivotal pain points emerged, spanning both sessions:

  1. Conditional Filtering Rules: The absence of if/then or and/or conditions hampers the operational flexibility of workflow steps.

  2. Org/Job Fields: Limitations in varying workflow triggers based on organizational and job fields restrict customization possibilities.

  3. Move Forward/Reject Dilemma: Dependency on star ratings for moving or rejecting candidates proves challenging, especially in organizations struggling to establish a universal rating system.

  4. Tasks Management Woes: Tasks generated actions or reminders instead of seamless automatic completion. Task notifications often go unnoticed, creating challenges when recruiters are inactive.

  5. Message Constraints: Sending messages to candidates faces limitations due to restricted access to merge fields, reliance on email-only communication, and limited filtering rules affecting message delivery timings

The study provided valuable insights into the challenges faced by users, shedding light on areas that require improvement for a more seamless and effective recruitment process. The findings of this research study will play a pivotal role in refining the SmartRecruiters workflow management feature, ensuring it aligns with the needs and expectations of users, ultimately driving a more streamlined and user-friendly hiring process.

Next Steps

In advancing the project, the research report and its consequential findings was seamlessly transferred to a fellow designer, marking the initiation of a collaborative journey. This transition represents a pivotal moment, as it now sets the stage for the creative ideation and meticulous sketching of potential design solutions. As the torch is passed, the anticipation for the unfolding of innovative and impactful design strategies intensifies. The collective efforts of the team are poised to propel the project forward, navigating the path from insights to tangible design solutions that promise to redefine and enhance the user experience.

Work

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