Table of Contents

1. Get Started with Flo Recruit! 

2. Setting Up Flo Recruit 

3. Using Flo Recruit at an In-Person Career Fair Style Event

4. Using Flo Recruit at an In-Person Information Session Style Event

5. Using Flo Recruit at an In-Person Networking Style Event


1. Get Started with Flo Recruit!

Welcome to Flo Recruit! We’re so excited for you to experience the power of Flo Recruit and the power of efficiently capturing candidate data and employee feedback on candidates. The following guide will enable you to get started using Flo Recruit.

Your Administrative Login Link: florecruit.com/app/[insert your company's abbreviation]/admin/

Your Simple Day-of Candidate Registration Link: florecruit.com/[insert your company's abbreviation]/


2. Setting Up Flo Recruit

1. Sign into Flo Recruit for the first time. Check your email. The first administrative user for your organization will receive an email in their inbox with instructions to create an account.

2. After you create your login information, sign in to the Flo admin portal.

3. Navigate to Settings on the left side of the screen (gear icon): Customize your experience. Click ‘Customize Appearance’ and upload your logo and choose your color. Your color must be in hex format (i.e. black is #000000). You have to enter # for the setting to recognize the format. 

4. Navigate to Members (3 people icon), and add your admins by clicking 'Add Member' or bulk uploading members After you have been given access to the Flo platform and logged in to the admin side of Flo, add your administrative members. Administrative members have access to not only view candidates and give feedback on candidates, but also to view other employees’ feedback on candidates and manage the Flo platform as a whole. Administrative members will immediately receive an email in their inboxes to create their accounts and sign on to Flo.

5. Now, add your non-admin members (3 people icon). Add members of your organization. You can do this one by one by clicking ‘Add Member’ or you can upload them via a spreadsheet using ‘Bulk Upload.’ Non-admin members will be able to view candidates and give feedback, but they will not be able to view other employees’ feedback. You must update your office locations, which is located in settings (gear icon). Adding an office location for your members will make it much easier to invite them to an event. 

6. Navigate to Events, and add an event (calendar icon). Click the "Add Event" button to add an event, and enter in your event details. 

       -Event tags: you can tag your events by specific details, such as event type
       (career fair, networking event, etc.) or an office location (NY office, SF office, etc.).
       You can then filter your events and candidates by these tags in order to derive
       return on investment based on specific event details. You can also customize
       these tags and make them more specific to your company.

       -Event type: Open registration: this means that anyone can register for your event
       and you will not control who attends your events. Invite only: this will
       allow candidates to express interest in attending your event and you can then
       review the interested candidates and accept or deny their admittance into your
       event.

       *For invite only events, you must approve or deny candidates so that they receive to receive confirmation or denial to your event. You can customize email
correspondence in your individual event settings. 

       -University event: If you are hosting an event where all students are from one
       university, you can have this event be a university event and not have to
       ask candidates what college/university they attend as one of your qualifying
       questions. If you are hosting an event where there will be students from multiple
       universities, you can make this a non-university event and can add
       college/university as one of your qualifying questions. 

       -Qualifying questions: pick 3 questions you'd like to ask your candidates. Feel
       free to edit your question bank. We highly recommend you create and choose
       single and multi-select questions (vs. free text), so that you are collecting
       organized and clean data to display on your dashboard.

       -Feedback scale: you can decide whether you want your members to give
       feedback on single or multiple scales of feedback. You can customize these
       scales. Just let us know what you want these scales to be and we can add them
       to your feedback scale bank!

You can always edit this information later. Next, send your registration link. After you create an event, you will be taken to the event page. On the top right, you will see a candidate registration link. Copy and paste that link and send it to candidates that you would like to register for the event. When they have registered, you will be able to see them on the event page under ‘Registered Candidates’.

7. Invite members to event. Invite members to the event by navigating to the "Invite Members" panel on the event’s page. Click "Invite Members" button. This will take you to your members modal. All the members you added in the previous member upload step will be located here. You can select members by office location (once you've hosted an event, you can select members by a past event). Check the boxes of all the members you want to invite to this event. Their names will show up in the "Selected" column to the right. Once you select "Send Invite", members will not receive an email immediately, but they will receive an email to their inbox 1 hour prior to the event alerting them that they can give feedback on candidates. They will also receive another reminder email directly after the event, and a third email the next day after the event if they have not already given feedback. Note: You can invite both admins and members to an event, and they will all receive automatic reminder emails. 

      *If for whatever reason a member does not receive a feedback email, you can
      delete and re-add them to event, in order to trigger that feedback email again. 

8. Navigate to Candidates (magnifying glass icon), and search for a candidate. After some candidates have registered, you can filter them by searching or you can filter them by event, date registered, rating or qualifying questions. By default, candidates are sorted by their average feedback rating (highest to lowest).

9. Click on a candidate to see more. This will show you the individual candidate’s profile. Here you can see all the feedback given on the candidate as well as any data we have captured about the candidate. You can also edit or delete a candidate from this page. Candidates' individual profile page can be filtered by event as well. 

10. ‘Export All Comment Data.' In your candidate database, you can also bulk select candidates and export all data, resumes or transcripts via the "Export Options" button in the top right.

11. 'Quick Review': Once you have selected or checked the boxes next to candidates' names, you can choose to open Quick Review (top right). This will allow you to scroll through candidates and review their feedback and answers to qualifying questions. You can also accept, deny or maybe candidates if they are interested in attending an Invite Only event. 


3. Using Flo Recruit at an In-Person Career Fair Style Event

1. Check your email an hour before the event. All members who were invited to an event will have a link in their email inbox to start giving feedback. Click this link and you will be taken to the event page, where you can start leaving feedback. Please note that if you are inactive for more than 30 minutes, this page will timeout. You will just need to go back to that email and click the link again to reactivate the page.  

2. Put up your registration signage. Make sure you have clear signage at your event. Don’t hesitate to put up multiple signs. We recommend two small 8x11 signs on your table or booth, one larger size behind your booth if you have access to a wall, or one large vertical banner if you have access to floor space.

3. Use your day-of link. You can use your day of link (florecruit.com/[insert your company's abbreviation]/) at events on the day of the event. This link is easy for candidates to type in on their mobile devices while they’re waiting in line before they come speak to you. They can also scan the QR code located on your signage. Please note if there are multiple events on that day, the candidates would type in the day of link (or scan QR code) and select the event they are attending to be taken to the correct registration page. 

4. As candidates register, leave feedback!

5. Organize your workflow. Organize your workflow to ensure you’re spending quality time with each candidate. Your phone and your recruiters’ phones should be put away during interactions with a candidate. It should only be pulled out after the interaction to search and leave feedback on a candidate.

**It is important to note that if members are trying to leave feedback and it says "No Candidates Found", this means that either their search criteria is not matching any candidates or no candidates have registered for the event. Candidates will not show up in this feedback database if they have not registered for the event.


4. Using Flo Recruit at an In-Person Information Session Style Event

1. Put up your registration signage. Post your signage: Make sure you have clear signage at your event. Don’t hesitate to put up multiple signs. We recommend two small 8x11 signs on your check-in table or booth, one larger size behind your table/booth if you have access to a wall, or one large vertical banner if you have access to floor space near check-in. You should also display the registration link on the first slide of your presentation, or write the link on whiteboards around the classroom you are hosting your information session in.

2. Use your day-of link. 

3. Search for candidates, and leave feedback!

4. Organize your workflow. Organize your workflow to ensure you’re spending quality time with each candidate. We recommend you field conversations with candidates after information sessions, and search for candidates and leave feedback on them after the event on your mobile devices, tablets, or laptops.


5. Using Flo Recruit at an In-Person Networking Style Event

1. Send your registration link to candidates via email. Send your candidate registration link that is automatically generated on the event’s page in the Flo Recruit administrative portal to the candidates invited to the event. You cannot use the simple day-of link because it will only work on the day of the event.

2. Set up a check-in. Set up a check-in to catch any last registrants, and ask them to sign in with Flo Recruit on their mobile devices if they have not already pre-registered. You can use the day-of link for this.

3. Search for candidates, and leave feedback! Instruct your employees attending the event to give feedback on candidates during the event if there is a break or immediately after they leave the event.

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