{"id":80013,"date":"2024-09-11T09:00:32","date_gmt":"2024-09-11T08:00:32","guid":{"rendered":"https:\/\/www.bullhorn.com\/uk\/?p=80013"},"modified":"2024-09-10T20:18:40","modified_gmt":"2024-09-10T19:18:40","slug":"6-proven-steps-to-implementing-automation","status":"publish","type":"post","link":"https:\/\/www.bullhorn.com\/uk\/blog\/6-proven-steps-to-implementing-automation\/","title":{"rendered":"6 proven steps to implementing automation"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Everyone in recruitment is talking about the impact automation can have on businesses. From helping improve the candidate experience to measuring NPS and freeing up recruiter and salesperson time, it\u2019s no doubt active automation users see the ROI in these platforms.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But when automation is new to you, starting can feel like a daunting task \u2013 not to mention the uphill climb of determining what to build, how to execute, and what signals success.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By following a process (and not skipping any of the steps!) when developing your strategy, you can ensure that you stay focused on building automations that will make an impact on your business.<\/span><\/p>\n<h3><strong>1. Determine your goals<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Are you looking to drive more candidate applications? Do you need more job orders? Is your candidate experience once jobs are filled lacking? Before you start building any automations, it\u2019s important to think of the area where automation can make the biggest impact on your business. This part is either obvious to you or you need to get your team together to discuss current gaps.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Common goals automation programs help solve include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improving the candidate experience<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Redeploying candidates coming off assignments<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Qualifying new candidates before recruiter follow-up<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reactivating old clients or candidates in your database<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Moving contacts through your sales pipeline<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You don\u2019t need to choose just one goal, but it\u2019s important to narrow your focus before you start building so everyone stays pointed in the right direction. Homing in on your business goals can also help you laser-focus on metrics that signal the greatest ROI once your automations do launch.<\/span><\/p>\n<h3><strong>2. Map out your client\/candidate journey<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve determined the area(s) you want to focus on, mapping out your client or candidate journey is a great way to spark ideas for where to start with individual automations or touchpoints. Getting team feedback at this step is important\u2014what manual tasks can help free up recruiter time? What efforts do your salespeople want to keep personalised?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you have your journeys mapped out, take a look at where there are gaps.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some gaps and ways automation can solve them:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Delay in response time from recruiters when candidates apply = automate a thank you email once you receive a new application<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Recruiters constantly following up with unqualified candidates = send a survey with an application confirmation that asks qualifying questions<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lack of follow up with prospects after business development process = create a passive touchpoint journey to send new information to top prospects every month<\/span><\/li>\n<\/ul>\n<h3><strong>3. Review your ATS data<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">For automation to work properly, the data in your ATS and CRM needs to be <\/span><a href=\"https:\/\/www.bullhorn.com\/uk\/data-hygiene-guide\/\"><span style=\"font-weight: 400;\">updated and maintained<\/span><\/a><span style=\"font-weight: 400;\">. You don\u2019t want to send a message asking someone you placed yesterday if they\u2019re looking for work! Before starting any automations, make sure everyone on your team is on the same page with the fields you\u2019ll be using to trigger messages and build audiences. If processes aren\u2019t aligned, you risk your automations not working or hurting the candidate\/client experience with your outreach.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Consider the following processes before building your automations:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Changing candidate\/client statuses<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adding start\/end dates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Adding qualifying candidate information<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Moving clients through different sales stages<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can even use automation to clean up your database if you find that you have large sums of candidate or client data that is outdated or incorrect. Examples of this include archiving records you haven\u2019t updated in the past five years, changing the status of candidates who haven\u2019t been placed recently, or marking bounced contacts as inactive.<\/span><\/p>\n<h3><strong>4. Revisit your brand voice<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">The purpose of automation is not to replace your teams but to improve their processes to reduce repetitive, manual work. Automation often takes the place of consistent outreach with both candidates and client contacts and if your brand voice isn\u2019t consistent within your touchpoints, it can cause some confusion.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before you start implementing automation within your organisation, consider your current brand voice and if your teams are aligned with this voice. How do you typically address talent? Is your communication more upbeat and positive or to the point? Ensuring the message you\u2019re conveying in your touchpoints is consistent with your team\u2019s messaging can improve the effectiveness of your automations by maintaining consistent communication across the board.<\/span><\/p>\n<h3><strong>5. Educate your team<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Would you roll out large changes to your organisation before communicating the purpose and implications with your team? Why would automation be any different? Because automation touches every part of your business from candidate sourcing to sales and even sometimes payroll, it\u2019s important to educate your team through the rollout.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some tactics you can use to communicate with and train your team:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Start with a focus group to test automations and get immediate feedback<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Assign a champion in each department to help your team see the benefits on their day-to-day<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Document all touchpoints, who they\u2019re sending to, and when they send to use in training<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Solicit feedback on performance to gauge whether automation is helping meet your goals<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Hold training sessions once a quarter so teams are updated on new automations and features<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Individuals who feel involved in the process are always quicker to adopt, so make sure implementation meetings and brainstorms aren\u2019t exclusive to leadership or marketing teams. Include your teams in every step of the process for more buy-in and better rollout.<\/span><\/p>\n<h3><strong>6. Determine what to measure\u00a0<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">You\u2019re at the final step! Your automations are live and you\u2019re feeling good. Now, how do you prove return on your investment? How do you know everything was worth it? This is where everything comes full circle. Remember those goals you determined at the beginning of this process? Time to revisit them!<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When looking at measuring ROI, think about what metrics give you the greatest signal that you\u2019re achieving your goals. Were you looking to automation to improve the candidate experience? Take a look at your NPS since implementation. Wanted to re-engage your existing client base for new business? Check how many job orders came in from existing clients. Tying automation metrics back to your goal is the best way to measure ROI on your investment.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here&#8217;s some metrics you can pull from automation:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Redeployment rate<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Projection of recruiter time saved<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Client email open\/click rate<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Candidate NPS<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Candidate SMS response rate<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Survey completion rate<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">By following these steps, you should be well on your way to leveraging the full capabilities of automation within your business. If you\u2019ve recently introduced automation within your business but are stuck on what\u2019s next, reach out to Haley Marketing to fully <\/span><a href=\"https:\/\/www.haleymarketing.com\/contact-us\/\"><span style=\"font-weight: 400;\">realise the potential of automation<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Everyone in recruitment is talking about the impact automation can have on businesses. From helping improve the candidate experience to measuring NPS and freeing up recruiter and salesperson time, it\u2019s no doubt active automation users see the ROI in these platforms. But when automation is new to you, starting can feel like a daunting task [&hellip;]<\/p>\n","protected":false},"author":543,"featured_media":80015,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"footnotes":""},"categories":[583,585],"tags":[],"class_list":["post-80013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-staffing-technology","category-tips-tricks-and-how-tos"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>6 proven steps to implementing automation - Bullhorn UK<\/title>\n<meta name=\"description\" content=\"When automation is new to you, starting can feel like a daunting task. 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