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Best Practices: Sourcing Strategies

You may be asking yourself, “How can I source candidates within Greenhouse?” or “How can I do a better job of attracting top-notch talent?” These are top-of-mind questions that our Customer Success team often receives and the good news is that there are many ways you can effectively source for candidates or prospects within the platform.

In this article, we’ll share our in-product features that support different sourcing strategies and touch on how to check the effectiveness of those strategies. Throughout the article, you’ll find many links that will guide you toward specific features and other recommended resources.

One of the first steps to optimizing your sourcing strategy is to assess your current sourcing strategy. Aside from posting jobs to your careers page, are you using any other methods to help attract and bring in candidates or reach out to prospects? There are various features in Greenhouse that can with attracting talent. Read on to discover more about:

 

Posting to Third Party Job Boards

One of the best automated ways to ensure that you’re tracking where candidates are applying from is to set up a unique tracking link for each job post. You can learn more about setting up unique tracking links and managing your sources here.

If you have already set up your tracking links, experiment and get creative! Consider changing up your job title to A/B test your job posts. For example, you may find that “Client Success Manager” may result in more relevant candidates than “Customer Relations Associate.” You may also consider spending resources on premium advertising on third party job boards to see if it will bring in more candidates.

Another strategy is to review the current third party job boards that you’re posting to and consider posting to other job boards or community and college groups and threads. Just remember to generate a tracking link for the appropriate source!

 

Set Up Scheduled Social Media Postings

Chances are, most of us are on at least one social network, whether it’s through Facebook, Twitter, or LinkedIn. Why not tap into that network to share your organization’s open jobs? Greenhouse offers the ability to post directly or schedule posts to your personal social accounts. You can learn how to set up your social accounts here.

When users post to their networks through Greenhouse, they’ll be credited as the source when an applicant clicks and applies for a job through their link. When your employees use this feature, Job and Site Admins can view the user’s reach and network. You can view this metric when you’re looking under the “Sourcing” tab, under “Social Media”. Knowing someone’s reach can be beneficial, especially when you have a hard-to-fill job. Ask those well-connected colleagues to help promote your open job to cast a wider net!

 

Set Up a Referral Program and Party

Studies have shown that referrals are the number one source of great candidates. Referrals cost less, are a better fit, have a higher performance, and lower turnover. Greenhouse makes it easy for your entire organization to submit referrals by allowing every user a basic level of access so they can login and submit applicants they consider a good fit for the role or the organization.

An effective way to encourage referrals is to create a referral program. If you already have a referral program, but want to increase participation at your organization, you may want to revamp your program and/or throw a Referral Party (or as Greenhouse did, a “Wafferal Party”).

We have additional resources on boosting your referral programs on our Greenhouse Marketing Blog and an e- Book on how to build a strong employee referral program here.

 

Sourcing Internally

In addition to company referrals, consider sourcing internally! The people within your own organization have great institutional knowledge so tap into your internal network before searching outside of your organization. For customers with Pro or Enterprise accounts, you can learn how to set up your Internal Job Board here.

 

Email Prospective Applicants in Bulk

If you are attending in-person events such as meetups or career fairs, be sure to collect your attendees’ contact information and potential areas of interest within your organization! Greenhouse has a Prospecting Template that helps you collect their information and easily upload it into Greenhouse. You can learn more about setting up a Bulk Import here.

When you upload contacts through the Bulk Import tool, everyone will be added as a prospect, as opposed to a candidate. A prospect is someone who hasn't officially applied to a job yet, but can be converted to a candidate for a job once they have applied. It’s easy to search the group of prospects you’ve uploaded via an automatic tag that is added to the Bulk Import group during the upload.

To communicate with these added prospects, use our “Bulk Edit” feature to send a “Bulk Email” to thank the group for attending your event. Include a unique tracking link and encourage them to apply. All of this initial communication is tracked in Greenhouse within the prospects’ profiles and provides a record of event attendance.

 

Greenhouse Sourcing Partners

We partner with many sourcing companies who have helpful software for different needs. You can review these Partners on our Integrations page (visible for Site and Job Admins only) and if you’re interested or have any questions, reach out to your Greenhouse point of contact! We can answer questions and introduce you to the partner company.

 

Additional Greenhouse Sourcing Tools

Aside from the above listed features and strategies, we also have tools and integrations that you can use to improve your sourcing strategies. Our Chrome Prospecting Tool will help you easily capture information and add prospects. If you’re paying for a LinkedIn Recruiter license (not Recruiter Lite), Greenhouse and LinkedIn have teamed up on our LinkedIn Recruiter System Connect (RSC) integration.

 

Measure Effectiveness of Your Sourcing Strategies

After you’ve had a chance to decide on the features you want to use to help support your sourcing strategy, it’s best to also look at the data supporting your decision. We’ve listed a few reports that will help you understand if the strategy you’ve chosen is giving you the ROI you’ve put in:

  • Our Candidate Quality by Source report will show where your current applicants are coming from and how far they are making it in on your pipeline--providing a calculated quality % for the specific source and also for the source strategy. To make sure this report is up to date, ensure that your team is always using unique tracking links when posting to third party job boards and accurately adding sources for each candidate.
  • The Job Post Conversion report shows how many applicants are viewing your job posts and applying, providing a conversion rate. If your strategy is to A/B test your job posts on third party job boards, you will want to look at this report to view conversion rates for each job.
  • Running the Referrals Over Time report is extremely helpful if you’ve made a big push to increase referrals at your organization. Run this report to see how your internal campaign impacted the number of new referrals!

Looking at the data from these reports will help inform where to spend your resources and time, leading to a more targeted and data-driven approach to sourcing.

Next Steps

As you can see, there are a lot of ways you can use Greenhouse to help optimize sourcing! Our overall recommendation to effectively source candidates is to:

  1. Identify your sourcing goals for the year, quarter, and month.
  2. Review the different strategies listed above. Perhaps there are some that you’re not using or strategies that you could strengthen and could take a step further.
  3. Create a strategy that will work with your organization and get creative with the ways you source! Don’t be afraid to change it up if you’re not seeing the results you’re hoping for, and be open to non-traditional methods of sourcing your candidates.
  4. Leverage reporting to see if there has been any change or impact especially before and after you’ve revamped your strategies.