Campaign management

Recruitment Campaign Workflow

This workflow explains how admins and recruiters create, manage, and track hiring campaigns inside the RMS.

Create Recruitment Campaign

Click New Campaign

A. General Info

Fill in the required details:

• Select Profile Articulation
• Campaign Name
• Status (Planning / Active / On Hold / Completed)
• Company Name
• Company Email
• Start Date
• End Date
• Salary Offered Range (Min / Max)
• Vendor Rate

Click Save to create the base campaign.

B. Pre-Screening Form

Purpose

The Pre-Screening Form is the first evaluation test sent to candidates after they are shortlisted.
It helps recruiters verify fundamental eligibility before interviews.

Steps

• Enter Form Title (default: “Pre-screening Form”)
• Add questions using Add Question
• For each question:
  • Enter Question Text
  • Select Input Type (Text, Number, Yes/No, Select)
  • Mark Required if needed
• Click Preview Form to see how the candidate will view it
• Click Save

How it works in the system

• After a candidate is marked Fit, the system sends this pre-screening form link via email.
• Candidate responses appear in:
  Campaign → Candidate → Pre-Screening Responses

C. Question Bank

Purpose

The Question Bank is used by the AI interview engine to ask relevant questions and evaluate candidate answers.

Steps

• Click Add Question
• Enter Question
• Enter the Expected Answer
• Add multiple Q&A pairs as needed
• Click Save Questions

How it works in the system

• The AI uses these questions during interviews to:
  • Evaluate candidate responses
  • Generate interview summaries
  • Produce fit/no-fit recommendations
  • Maintain consistent assessment across candidates

View Campaign

• Click the eye icon on any campaign.
• View:
  • Complete role details
  • Salary, budget & status
  • Linked Profile Articulation
  • Pre-screening form
  • Question bank
  • Assigned recruiters

Used for reviewing information before editing.

Edit Campaign

• Click Edit on the selected campaign.
• Update:
  • Status
  • Timeline
  • Salary or Budget
  • Profile Articulation
  • Company details
• Click Save
  → Changes reflect instantly.

Delete Campaign

• Click Delete
• Confirm deletion
• Campaign is removed permanently (if not linked to critical dependencies).

Search & Filter Campaigns

You can filter campaigns by:

• Status (Active, Planning, Completed)
• Client name
• Profile Articulation
• Campaign title

Search supports keywords in:

• Campaign name
• Company name
• Profile name

Where Is Recruitment Campaign Used?

Recruitment Campaigns link directly to:

• Candidate Tracking
• Interview Scheduling
• Pre-Screening Responses
• AI Interview Evaluations
• Client Notes & Approvals
• CV Feedback & Representation Emails

All downstream workflows rely on the campaignId.

Summary

Recruitment Campaign acts as the core hiring container.
Every candidate action — shortlisting, screening, interviewing, feedback, evaluation — is tied to a specific campaign.
It ensures structured execution of hiring processes across clients and roles.