Using Trello for Hiring and Recruiting with Crmble Power-Up
The Crmble Trello Power-Up just recently launched and it easily turns your board into a way to manage contacts. While it's main use is as a CRM, I realized there's actually a couple other ways you can use it, for just about any sort of contact management.
One that I thought of was hiring and recruiting with Trello. (I'll write about others on here soon, like managing influencers and marketing channels... but I'll stay focused for now.)
When you're hiring for a role, you likely have many candidates you're trying to manage and organize documents (like resumes or offer letters or interviews notes), and also scheduling with interviews and follow-ups.
Here's how you can use Crmble to help.
Here's a handy template if you want to follow along.
1. Each list is a stage in your hiring cycle.
You can have new applicants, interviews scheduled, interviews in progress, offer made, candidate rejected, etc. Whatever you need to do. With Crmble you can easily customize the names of your lists even after you've set up the default layout, and you can always add or remove lists as you go.
2. Each card is a candidate.
Depending on where you get your applications, you could have this automatically imported into Trello! With Crmble, you can connect with Google Forms to create the ability to sync leads. You can also use other power-ups like Typeform if that's where you're collecting applications.
It's easy to add any other details you want to a candidate with Crmble's custom fields.
Enable the Custom Fields Power-Up to create more fields, like scores from interviews, or dates for upcoming interviews, or anything else you want to keep handy.
3. Use labels to customize by role or department.
If you're hiring for multiple roles, you can use labels to tag each candidate by the role they applied for. This makes it easy to filter your board by a specific role when you need to see how many candidates you have and the hiring status of a given position.
4. Keep documents synced together.
Sync with Google so you can keep all a candidates documents in the Trello card or in a Google folder so everything is nicely in one place!
5. Give your interviewers voting power.
If you have multiple interviewers (which is generally a good hiring practice), you can enable the Voting Power-Up to let your interviewers vote on their favorite candidates. If one person's decision is the final answer, you can add the Approval Power-Up to make sure the right person has signed off on a candidate before extending an offer letter.
6. Show the performance of your hiring funnel with a click.
Just click "Crmble" in the top right of your board, and you'll be able to see your dashboard that shows your candidates and how they move through your hiring funnel. Quickly be able to answer things like "What % of candidates get an interview?" or "What % of candidates get an offer?"
You can even filter this view by a specific time period (and soon - the source of a candidate as well!)
7. Use Butler and Zapier to supercharge.
Think this board needs to do more? Connect with Zapier to add any more automation you want, such as connecting with other applications to share data or sync information. You can also use Butler to create certain tasks or actions when a candidate is moved into a specific stage (ie, create an interview checklist when a card is moved into "interview scheduled" stage).
And with just a few minutes and a couple clicks, you have a Hiring and Recruiting Trello board! Has anyone else built a board like this on Trello? Would love to see other examples or other ideas on how to improve it!
Also - as a quick PS - Crmble just launched on Product Hunt, so head over there and check it out/give it an upvote if you feel so led! :)
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Brittany Joiner
About this author
Trello Nerd & Author of Supercharging Productivity w/ Trello
PixieBrix
Baton Rouge, Lousiana, USA
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