/ Advisors

Huntr Advisor - Onboarding

We are excited you have decided to use Huntr Advisor within your organization. Our product will help your job seekers stay organized during their job search and provides you (the advisor) a platform for tracking your job seekers' search progress and outcomes.

Before getting your job seekers on Huntr, you and your team should review this document which covers some of the most important steps to ensure a successful launch.

Setting up custom job seeker fields

Custom job seeker fields are values that describe your job seekers, these can be anything from 'City' to 'Graduation Date' to 'Cohort ID. Once these fields are setup you will be able to filter job seekers and their activity in different sections of your dashboard. You can learn more about custom fields and setting them up in our Custom job seeker fields post.

Setting up board templates

If you have used Huntr or seen some of our demos, you'll know that boards are one of Huntr's distinctive features. As job seekers progress with multiple opportunities, they will move these opportunities through stages like "Applied", "Interview", "Offer", etc.

What are board templates

Board templates allow you to define the stages to include in your job seeker boards. Our default template is:

Wishlist -> Applied -> Interview -> Offer -> Rejected

As an advisor, you might want to tweak or change this default template to fit the stages you think your job seekers should move opportunities through. Here are a few other ideas for stages to add to your board templates besides the ones shown above:

  • Assignment
  • Code Challenge
  • First Interview
  • Second Interview
  • Technical Interview
  • Offer Accepted
  • Offer Rejected
  • Opportunity Closed
  • Networking
  • Ghosted

Creating a board template

Once you've decided what stages to include in your board template, head to the 'Home' tab in your account and under the 'Board Templates' section click on 'Add New'. You will be able to add, remove and drag stages around; once you are done click 'Create Template'.

Setting up workflows

Workflows allow your organization to design processes that will automate the assignment of activities you want your job seekers to complete when opportunities reach certain stages. With workflows you can setup automated processes like:

  • When a job seeker moves a job opportunity to the Applied stage -> Create a new 'Follow up' activity due 1 week after the job was moved.
  • When a job seeker saves a new job opportunity -> Create a new 'Find a contact within the company' activity due the day the job was created.

You can learn how to setup workflows in our Workflow Automation post.

Introducing Huntr to job seekers

We suggest getting your job seekers acquainted with the platform in a face-to-face setting before sending out invitations. Your organization may already have a 'Career Kickoff Week', 'Job Search Tips Session', 'Onboarding Meeting' or another kind of live/webinar style session where you address job search topics.

We find introducing Huntr and usage expectations is key in increasing engagement with the platform. Here are some helpful resources to help you introduce Huntr to job seekers:

Defining usage expectations for job seekers and advisors

To ensure a successful launch you should define how you want your job seekers and staff to use the Huntr platform. Here are a few ways our customers have defined these expectations for both job seekers and advisors:

For Advisors

Your advisors need to understand how you expect them to use Huntr on a day to day basis. Here are a few ways some of our advisors use Huntr:

  • Identify job seekers that require help through the advisor dashboard.
  • Review individual job seeker performance before a 1:1 meeting.
  • Share job opportunities with job seekers by saving jobs into job seeker boards.
  • Ensure that job seekers are completing expected activity quotas through the Advisor Dashboard.

For Job Seekers

Every organization working with job seekers has the goal of helping clients get placed in a job they love. Despite the shared goal, each organization has different models of operation, hence each organization will have different expectation of how they want their job seekers to use Huntr. We find that it is important to define and share these expectations with your job seekers early on in the onboarding process.

Let's start with the expectations that most organizations have when it comes to job seekers using Huntr:

  • Save opportunities of interest into the platform manually or by using the chrome extension.
  • Move opportunities into the Apply stage after an application has been submitted.
  • Move opportunities into the Interview stage after an interview has been scheduled.
  • Move opportunities into the Offer stage after an offer has been received.
  • Make notes reporting on the performance each interview.
  • Log any other tasks or events using the Activities functionality.
  • Save contacts for people you interact with during the job search (Interviewers, Recruiters, Professional Network, etc).

Here are some more unique expectations certain organizations have implemented:

  • Send a thank you note x days after every interview
  • Follow up x days after every application
  • Apply to x jobs per week/day/month
  • Reach out to x professional contacts per week/day/month

You will notice that the second set of expectations follow a goal like format. Some of those expected activities can be automated by using our Workflow Automation features which creates activities after certain actions happen within the application. Like "Create a Follow Up activity due in 3 days when a job is moved onto the Applied stage".

Inviting your advisors

Before inviting your job seekers you are going to want to get your fellow advisors or staff on Huntr. Inviting new advisors to Huntr is simple. Go to the 'Home' tab in the left side navigation menu. Click on '+ Add New' under the 'Advisors' section and enter the email for your colleague. They will receive an email invitation to sign up with Huntr; after they signup they will get access to your organization's Advisor Dashboard.

Inviting your job seekers

The next step after you have defined expectations, setup custom fields and created your board template is to get your job seekers on the Huntr platform. There are three ways of doing this:

Through the web application

This is the most common way our customers get job seekers onboarded. You can read more about it in our Adding new members to your organization post.

Through the Huntr API

If you want to integrate the onboarding process with your existing internal systems, you might consider using the Huntr API. Our API offers a Create Organization Invitation endpoint that makes it possible to send job seeker invitations programmatically.

Huntr offers a white labeled sign up link for your organization. Job seekers that sign up through this link will be immediately added to your organization. When using this method, Huntr will look at your organization's default board template when creating new boards. You can find your organization's sign up link in the 'Settings' tab of the advisor dashboard.