Asana for HR: How Asana Transform HR Recruitment

Overwhelmed by scattered spreadsheets, endless emails, and the complexities of coordinating interviews? Asana offers a centralized platform to streamline your HR recruiting process.

In this guide, we’ll explore how Asana’s features can transform your hiring pipeline, from candidate tracking to collaborative feedback, ensuring a smoother and more efficient recruiting experience

Transforming Recruiting with Asana

Centralized Candidate Tracking

One of the most significant challenges in recruiting is maintaining a clear overview of numerous candidates across various stages of the hiring process. Asana Boards offers an intuitive solution, transforming your hiring pipeline into a visual, interactive, and easily manageable system.

Feature Highlight: Asana Boards

• Kanban-style visualization: Boards present your hiring pipeline in columns representing each stage (e.g., Applied, Phone Screen, Interview, Offer, Hired).
• Candidate’s cards: Each candidate is represented by a card on the board, containing essential information like name, position, and application date.
• Drag and Drop functionality: Easily move candidates between stages as they progress through the hiring process.
• Custom Fields: Add custom fields to track additional information relevant to your hiring process (e.g., source, interviewer, feedback, salary expectations).

With Asana you can get a bird’s-eye view of your entire hiring pipeline, centralized information, stay aligned on candidate progress, and enhance your decision-making.

Efficient Interview Coordination

Coordinating interviews, especially across multiple interviewers and time zones, can be a logistical nightmare for HR teams. Asana’s task management and calendar integration capabilities transform this process, making interview scheduling a breeze and ensuring everyone stays on the same page.

Feature Highlights:

• Asana Tasks: Create tasks for each interview, specifying the candidate, position, date, time, and location.
• Assignee and Collaborators: Assign the task to the primary interviewer and add other interviewers as collaborators to keep everyone informed.
• Calendar Integration: Sync Asana tasks with your preferred calendar (e.g., Google Calendar, Outlook) for seamless scheduling and visibility. Asana tasks automatically appear on the assigned interviewers’ calendars, ensuring visibility and avoiding scheduling conflicts.
• Reminder and Notifications: Set reminders and notifications to ensure interviews and candidates don’t miss their appointments. The good thing about Asana is it sends automatic reminders and notifications to interviewers and candidates before their scheduled interviews.
• Task Comments and File Attachments: Centralized communication and share relevant documents (e.g., candidate resumes, interview questions) within the task itself.

Streamlining Recruiting Workflow with Asana Rules

In the high-stakes world of recruiting, time is of the essence. Manually performing repetitive tasks like sending rejection emails or updating candidate statuses can drain your HR team’s valuable time. Asana’s automation features empower you to reclaim those hours, allowing you to focus on building relationships with candidates and making strategic hiring decisions.

Feature Highlight:

• Rules: Create custom rules to trigger actions based on specific events or criteria. For example, you could set a rule to automatically send a rejection email when a candidate’s status is changed to “Not Hire.”
• Task Dependencies: Establish dependencies between tasks to ensure they’re completed in the correct order. For instance, you could make the “Schedule On-site Interview” task dependent on the “Phone Interview Feedback” being positive.

Are you interested in learning how HR teams use Asana rules and automation? You can try these easy steps to build one of the best automation you can use in the recruiting process:

Automating Candidate Progression in Asana: A Step-by-Step Guide

Let’s illustrate how to use Asana’s automation features to streamline the transition from the Phone Screen to the Interview stage, automating task assignments, calendar updates, and communication.

Scenario:

• You have a candidate in your recruiting board’s “Phone Screen” section.
• Once the phone interview is completed, the interviewer updates the task’s custom field “Phone Screen” to “To be interviewed via Zoom.”
• You want to automate the following actions:
  • Move the task to the “Interview” section.
  • Change the task title and description.
  • Reassign the task from HR Coordinator to Hiring Manager.
  • Update the Hiring Manager’s Google Calendar with the interview details.

Step-by-Step Guide:

1. Access Project Rules

• Navigate to your Asana recruiting project.
• Click on the “Customize” button in the top right corner.
• Select “Rules” from the dropdown menu.

2. Create a New Rule

• Click on the “+Add Rule” button.
• In the “Rule Name” field, enter a descriptive name like “Zoom Interview Automation.”

3. Set Trigger

• Under “When this happens…”, select “Custom field changes.”
• Choose the custom field “Stage is changed”

4. Add Condition

• Under “Check if…”, select “Custom field is changed.”
• Choose the custom field “Stage is changed” then choose the “To be interviewed” stage.

5. Add Actions

• Under “Do this…”, click the “+ Do this” button to start adding some actions.
• Choose “Change assignee too…” then choose the person you want to assign the task (let’s say to the Hiring Manager for example).
• Hover back to your first action you will see a “+” button to add another action.
• Choose “Change the due date to…” then choose a number of days in the future like 2 days from the rule being triggered.
• Click the “Add another action” again.
• Choose “Set task title.” Here you can use the next step as the task title when moving from the Phone screen to the Interview section. For example, from the ‘Phone Screen Jane’ task once the task is moved to the Interview section it will change its task name to “Interview Jane.” You can add variables in the title such as task, people, dates, and custom fields like Applicant name so the name of the applicant will be automatically added to the title.
• Click the “Add another action” again.
• Choose “Set task description to.” Here you can put a new task description once the task is moved. You can write new task descriptions by writing in the description text box, you can @mention to notify the person, add link, code, table, and use AI assist to help you improve your grammar or tone.

External Action:

• Click “Add another action” again.
• Beside the action is the external action to use and integrate with another tool like Google Calendar. Click the external action, look for the Google Calendar, and choose “Create a calendar event” and configure the event details (title, date, time, etc.) Note that you need to connect your Google Calendar when using this. And event title and time will reflect the task name, date, and time. If there is no date on the task, no event will be created.
• For the last action, choose “Move task to a section.” For example, Move task to a section Interview.
• Now that all are set. Click the “publish rule” button at the top right corner to activate it.

How to know if it’s working?

Try testing it by creating a task under the “Phone screen” section and changing the stage to “To be interviewed via Zoom.” A working automation will trigger a glowing lightning icon at the section title, and after a few seconds, the system will move the task. Now, whenever the HR coordinator finishes phone screening an applicant and changes the stage to “To be interviewed via Zoom,” the system will move the task to the “Interview” section, change the title and task description, update due dates, assign tasks to the hiring manager, update its Google calendar, and instantly create an event or meeting schedule.