Working with ChatterWorks Projects

In ChatterWorks, "Projects" refer to the job openings you are actively trying to fill. With the Projects feature, recruiters can easily tie candidate profiles to the corresponding role and access everything in one convenient place.

Creating a Project

To create a new Project in the ChatterWorks web app:

• Visit https://app.chatterworks.com/Projects.
• Click "+ Add" in the top left corner.

• Fill in the name of the Project, the company you're recruiting for, and the company's website, then click "save".

Adding a Candidate to a Project

From the ChatterWorks web app, run a candidate search. Then, select "+ Add" for your target candidate.

The candidate's profile will pop up, along with a list of all Projects you've made. Click on the desired Project for which you want to add the candidate.

A checkmark will appear next to the Project name once the candidate has been added. If a candidate is a match for multiple roles, you can add them to various Projects.

To add a candidate to a Project from the ChatterWorks Chrome browser extension, navigate to the candidate's social profile and click "+ Add" under their photo on the extension.

Then, select the Project(s) for which you want to add the candidate.

A checkmark will appear next to the Project name to confirm the candidate has been added, and your selections will automatically sync with the ChatterWorks web app.

How to Download Your Projects

Spreadsheets are universal to manage a list of candidates and/or upload into various platforms, such as, an ATS (Applicant Tracking Systems), a CRM (Customer Relationship Management), and bulk email automation tools.

To download all profiles within a Project:

1. Go to the "Projects" tab at the top of your window.
   
2. Open the desired Project by clicking the title of the Project.
   
3. Lastly, click "Export to CSV" to download all profiles to a .csv spreadsheet, which will include first & last names, companies, contact info., social profiles, and tagged skills.
   

To download all profiles from the Talent Board View:

1. Click on the “Candidates” tab at the top of your window.
   
2. Navigate to the desired Project you wish to download by selecting the Project’s name.
   
3. On the bottom of your window, click “Export CSV” to download all profiles to a .csv spreadsheet.
    

Managing Your Projects

Whether you’ve successfully filled an opening or a position has been put “on hold”, you can easily archive Projects, then reopen them in the future if necessary.

To Archive a Project:

1. Navigate to our web platform and select Projects at the top of your webpage (or visit https://app.chatterworks.com/Projects)

2. Open the specific Project you would like to archive by clicking the Project’s title.
3. Click the icon to open the menu, then click “Archive”.
   
   
4. Confirm you’d like to archive your Project. You will be able to “Unarchive” your Projects if you’d like to revisit them in the future.
   

Creating an Interview Process

Creating a Customized Interview Process

Recruiting processes can vary greatly. With ChatterWorks, you can customize each stage in Projects. This allows you to stay organized and manage your efforts accordingly while providing flexibility to use ChatterWorks for different processes, even Sales!

Tip: It’s very helpful to create a customized Interview Process before creating a new Project. This will ensure that the correct stages are associated with your newly created Project.

1. Visit https://app.chatterworks.com/profile/interview-process
   1. Alternatively, you can also visit this page by clicking your initials in the top right corner of the web platform (https://app.chatterworks.com/), then click “Settings”
   2. Then, select “Interview Process” in the left column.
      
2. Click in the top right corner.
3. Enter your desired name of your Interview Process, then you can either:
   1. Check “Copy stages from” to use an existing process as a starting point. For new users, the “Default” stage is a great starting point that covers a typical recruiting process.
   2. Uncheck “Copy stages from” if you wish to start from scratch.
      
4. Once you press “Create”, you’ll be able to:
   • Add new stages (New stages will populate at the bottom of the process)
     
   • Reorder each stage
   • Edit (or delete) the name, days on stage, or color of each stage
   • Edit the name of your entire Interview Process
   • View the Project(s) that are using this Interview Process

You can now apply this Interview Process to any Project you wish. When you create a new Project, be sure to select your desired Interview Process from the drop-down menu.

Examples of Customized Interview Processes

“Top of the Funnel” Example

Whether recruiting or sales/marketing, there can be a lot of noise at the top of the funnel. This custom Interview Process can make it easier to track and prioritize your efforts before entering a candidate/prospect into your ATS/CRM (or in addition to your typical interview process).

Here’s an example of customizing each stage by the steps in your outreach process.

Sales/Business Development Example

Here is an example of a typical sales process for recruiting new clients.

For other non-recruiting sales processes, you may consider replacing “Job Order” with “Requirements Gathering” and adding new stages such as: “Demo/Pitch”, “Negotiations”, “Post-Sales/Implementation”, “Due Diligence”, etc.