--- layout: handbook-page-toc title: "Recruiting Process - Sourcer Tasks" --- ## On this page {:.no_toc .hidden-md .hidden-lg} - TOC {:toc .hidden-md .hidden-lg} ## Recruiting Process Framework - Sourcer Tasks {: #framework-source} ### Step 8/S: Source top talent, schedule screens The purpose of sourcing is to generate a large list of qualified potential candidates. From this list, Recruiting will solicit interest, and we hope to increase the number of qualified candidates in our pipeline. ### Step 8.1: Sourcer and Recruiter: Define Sourcing needs The Recruiter/Recruiting Manager/Hiring Leader can request sourcing support for a particular role. If so, they will reach out to the Sourcing Manager and the Sourcer aligned to the team/location of the vacancy to request sourcing. Please refer to the [Recruiting Alingmnent](/handbook/hiring/recruiting-alignment/) page for further details. Even if a role doesn't require continious sourcing effort our goal is to ensure that we look for external candidates and leverage our sourcing effort for all the roles we’re hiring for. ### Step 8.2: Recruiter: Schedule and complete Intake As a common practice, Recruiter will schedule an intake call and invite their Sourcing partner. Sourcer should come prepared for the intake session with insights and required questions to serve as a talent advisor. For example: * Specific markets or companies to target (they can refer to our [Sourcing Knowledge Base](https://docs.google.com/spreadsheets/d/1psTAn6vMxRKZVlQUv6CYxvbLmzSKNFi0k9ryCFNhUIY/edit#gid=290516232) during the intake) * Location/time zone preferences if there are any * Short-listed profiles etc. During the intake session all the participants should agree on the sourcing priority and define whether a role requires continious sourcing effort. If a role doesn't require constant sourcing support, Sourcer will schedule a Sourcing Session to make sure that we consider outbound talent for every opening at GitLab. To stay up to date, Sourcer should have regular check-ins with the Recruiter and Hiring Manger. Refer to [Step 5/R: Schedule intake](/handbook/hiring/recruiting-framework/recruiter/#step-5r-schedule-intake) and [Step 6/R: Complete Intake](/handbook/hiring/recruiting-framework/recruiter/#step-6r-complete-intake) in recruiting framework for detailed information on how to schedule and complete intake. ### Step 8.3: Sourcer: Schedule Sourcing Session Once a new role is opened, Sourcer and Recruiter assigned to the role will discuss during the Intake with the Hiring Manager who should participate in the Sourcing session. Our recommendation is to have at least the HM and Interviewers participating in a Sourcing Session but if the team is too busy and can’t contribute to the sourcing effort, a Sourcing Session should be handled only by Sourcer or by Sourcer and Recruiter with the majority of prospects expected from Sourcer. A Sourcing Session should be scheduled within 5 business days after the intake call. For the “ever-green” and “volume” roles we recommend having regular Sourcing Sessions every month. All Sourcing sessions should be set up for 30 minutes by default and could be done live or in an async way. We don’t require a specific number of profiles to be added by every participant; however, Sourcer should come up with at least 20 qualified profiles for the role. Sourcer will reach out to all the candidates that are added during the Sourcing Session within 2 business days and add their profiles to Greenhouse. Sourcer assigned to the role is responsible for all the further updates and status changes in Greenhouse. ### Step 8.4: Sourcer: Source candidates Sourcer uses multiple tools to source candidates with LinkedIn being the most used and efficient. Ensure you have a LinkedIn Recruiter account and your ContactOut (email finder plugin) is installed. For additional details/information refer to our [Sourcing Handbook page.](/handbook/hiring/sourcing/) ### Step 8.5: Sourcer: Reach Out Sourcers are responsible for reaching out to candidates. They can use our [reach out templates](https://docs.google.com/presentation/d/1ySqgLoYnFUGtb7hdywav6iSb_NBPRhfIs6WZlGne6Ww/edit?usp=sharing) or create their own messaging for reaching out to candidates. ### Step 8.6: Sourcer: Enable Greenhouse Integration Greenhouse is the only source of truth. Ensure your LinkedIn account is connected to Greenhouse to export candidates in one click as prospects ([Enable LinkedIn Recruiter System Connect (RSC)](https://support.greenhouse.io/hc/en-us/articles/115005678103-Enable-LinkedIn-Recruiter-System-Connect-RSC-)). ### Step 8.7: Sourcer: Add prospects to Greenhouse All approached candidates should be added in Greenhouse as a prospect. There are multiple ways to add the candidates, as follows: * [LinkedIn](https://support.greenhouse.io/hc/en-us/articles/204110135-Add-Prospects-to-Greenhouse-via-LinkedIn-RSC-Integration) * [Greenhouse plug-in](https://support.greenhouse.io/hc/en-us/articles/201444934-Prospecting-with-Greenhouse-Prospecting-Google-Chrome-Plugin) * [Maildrop](https://support.greenhouse.io/hc/en-us/articles/201990630) ### Step 8.8: Sourcer: Scheduling interviews in Greenhouse As per the interview process, schedule the candidates for next steps (leave a note in Greenhouse to recruiter and CES team member with an update). For Example:- Schedule a screening call with a candidate through Greenhouse or using recruiters’s calendly link. * [Convert Prospect into Candidate](https://support.greenhouse.io/hc/en-us/articles/360025848912-Convert-Prospect-into-Candidate) * [Google Calendar](https://support.greenhouse.io/hc/en-us/articles/360022018271-Schedule-Interview-to-Own-Calendar-Google-Calendar-) * [Calendly](https://support.greenhouse.io/hc/en-us/articles/360029686091-Schedule-Interview-With-Calendly) [World Clock Converter](https://www.worldtimebuddy.com/) - Find the exact time difference for multiple Time Zones. ### Step 8.9: Sourcer: Use Greenhouse for tracking your prospects * Use the [Follow](https://support.greenhouse.io/hc/en-us/articles/203800369-Follow-Email-Notifications-About-Candidate-or-Prospect) button to get timely updates on the candidate's status. * [Follow-up Reminders](https://support.greenhouse.io/hc/en-us/articles/360017456592-Follow-up-Reminders) to resend the assessment, availability or for any other important updates. * [Tags](https://support.greenhouse.io/hc/en-us/articles/360027904392-Assign-Candidate-Tag-): The most common tags used are “Location sourcing” and “diversity sourcing”. You can also create your [auto tags](https://support.greenhouse.io/hc/en-us/articles/360000060551) * [Greenhouse Candidates Filter](https://support.greenhouse.io/hc/en-us/articles/360004175751-Best-Practices-Sourcing-Strategies): Similar to LinkedIn, Greenhouse has filters to track your pipeline. Under the candidates section, you can check any team members and your candidates tagged under a specific job, interview stage, location and so on. The most commonly used are Source, Profile details, Jobs and Location. Example - [Filter Candidates by Custom Job Fields](https://support.greenhouse.io/hc/en-us/articles/360003493951-Filter-Candidates-by-Custom-Job-Fields) For more information about Greenhouse and it’s tips & tricks, please refer to this [document](https://docs.google.com/document/d/1BbO5v_IJEq4QR9KpI7T3fSCwdCapVOZCyNgEk6MYO0s/edit)