What this feature does and when to use it?
Generating a complete search report for your client for executive or C-suite roles is made simple with Recruit CRM's "Executive Search Report" feature. Create pre-designed templates for your Executive Search Report to make your work faster and easier.
This feature is useful when you want to:
Create branded Executive Search Reports.
Customize title pages, candidate profiles, and candidate summaries.
Reuse report templates across multiple executive searches.
Please note:
This feature is available on the Business plan and above.
You must be an Account Owner, Admin, or have access to Admin Settings to create and manage Executive Search Report templates.
How to create an Executive Search Report template?
Navigate to Admin Settings → CRM Process Customization → Executive Search Report Settings.
Click Create Executive Search Report Template.
Enter a name for your template in the Template Name field. Then, customize the Executive Search Title section by editing the content, adding a header or logo, formatting the layout, and using placeholders to automatically populate information from Jobs, Companies, Contacts, and Users (Recruiters).
Customize the Candidate List section as required.
Customize the Candidate Profile section by formatting the layout, right-clicking the table to add rows, columns, or cells, and using candidate placeholders. All candidate fields will be available as placeholders here.
The Candidate Summary, Work History, and Education History placeholders automatically populate candidate details.
You can also choose which work and education history fields to display, with work_history_1/education_history_1 being the most recent and work_history_10/education_history_10 the oldest.
Similarly, you can customize the Team section:
Add Custom Pages if you want to include additional information in the report. You can add placeholders for Jobs, Contacts, Companies, Users, and Job Statistics, and reorder custom pages as needed.
Click Save to save the template.
Conclusion:
Executive Search Report templates help you create professional, branded reports for executive hiring by allowing you to customize every section, automatically populate data using placeholders, and reuse templates across multiple searches.