Fix the Recruiter-to-HR Handoff With One Email
Use ChangeEngine connections and available data to send one email after an offer is signed, with the recruiter, HR lead, and hiring manager included. Everyone sees the same information and can take the next step without a chain of forwarded messages.
Connections has a huge impact on the pre-boarding process. When an employee starts with a company, they start with a recruiter in talent acquisition.
Where Does the Pre-boarding Gap Begin?
The pre-boarding gap appears after a candidate signs the offer letter and responsibility moves from talent acquisition to HR. HR then takes care of background checks, paperwork, getting the employee on board, and I-9 verifications. This transition is where the disconnect often occurs.
The before-state is a signed offer forwarded from the recruiter to HR, then from HR to the hiring manager, while someone still has to remember to tell IT. Different regions can follow different steps. In the example, the offer email had been forwarded twice, yet nobody owned the next step.
Connections Put Everyone on One Email
ChangeEngine uses connections and available data to put the recruiter, HR lead, and hiring manager on one email. When the offer is signed, the recruiter receives the person's information, while the HR lead is copied directly on the same message. The hiring manager can be included too, so everyone sees one communication.
The setup uses an offer-accepted trigger and a connection to the recruiter, with the HR lead and hiring manager on dynamic CC. In ChangeEngine, the Specific person on Event option sends a direct message to a person's connections when an automated event happens for someone in a segment.
What Changes After the Shared Email Is Sent?
One shared communication fills the handoff gap and reduces the number of emails sent between teams. The recruiter has the information in one email, the HR lead is copied directly, and the hiring manager has visibility. Each person can then take the necessary steps from there.
The goal is to fill gaps in the process and increase visibility across team members. Connections can be built automatically through ChangeEngine and set up within a few clicks. Once configured, the process is ready to go.
Frequently asked questions
How do you hand off a signed offer from recruiting to HR?
Use the signed offer as the event for a ChangeEngine connection. Send the person's information to the recruiter, copy the HR lead on the same email, and include the hiring manager. This gives all three the same information in one communication, so each person can take the necessary next step.
Why does pre-boarding break down after an offer is signed?
The candidate first works with talent acquisition, but responsibility shifts to HR after the offer letter is signed. HR then handles background checks, paperwork, onboarding, and I-9 verifications. Without a shared communication, the offer can be forwarded from recruiter to HR to the hiring manager, while IT still depends on someone remembering to tell them.
How much setup does the connection require?
ChangeEngine connections can be set up within a few clicks. The setup uses the data already available, builds the connections automatically, and sends one communication to the recruiter with the HR lead and hiring manager included. Once configured, the process is ready to go.
