Often we get questions on best practices on how to structure your jobs tab. You can prioritize, tag, customize almost all of the main field of a job. This article walks through some real-life examples of how our customers are currently doing this within Loxo.
If any of these customer statements or questions peak an interest with you then keep reading!
"It would be absolutely amazing if we could add a “priority level” to searches, maybe high, medium, low."
"Can we color code or jobs some how to have our different segments easily stand-out?"
"How do I keep track of the jobs we've won vs lost?"
"Can I change the different type of jobs?"
Update your Hiring Pipeline
This is one of the most important steps to use Loxo to streamline your internal process. Use our hiring pipeline to match the steps and workflow your team uses to push candidates through a job. To update this pipeline send your request to email@example.com and check out this help article.
We have some customers who keep it the default hiring pipeline, who update it to something short and sweet and others who keep track of every detailed step. Check out some real customer examples below.
How to prioritize jobs based on how "Hot" or likely the job is to close.
Two words. Job Tags. You can create custom job tags that will show your team the priority of all your jobs at glance. Admins can update these tags in your Settings --> Customize --> Job Tags.
You can keep it simple with low, medium, and high tags
Or use more options to add additional information that's easy to access by your team
As a Loxo standard, the more simple the better but the great thing about tags is you can customize them to be as complex as you need.
Here are a few more real customer examples of how to use tags to organize your jobs.
How to keep track of jobs you've won vs lost
Customizing your Job Statuses is an important first step in tracking meaningful metrics about your company. By default Loxo gives you two statuses Active and Archive. Active is a job that is open and you're working and an Archive job is closed. Running a business you need more information than that. For example, did you successfully close the job? Did you lose it to a competitor? Using the different job statuses gives you an opportunity to analyze your data. Admins can update these tags in your Settings --> Customize --> Job Statuses.
Here are a few examples of how are customers are keeping track of their job statuses. * To pull a report on this data you would want to check out the Job Order report.
How to change the Job Type options you have
Types are a way to keep track of the type of opportunity you're working and what kind of fees are associated. For example, contract, temp, etc. Admins can update these tags in your Settings --> Customize --> Job Types.
Below are a couple of real customer examples.
The best part about this is all of these options are filterable on your main Job page
In conclusion, it's important to take some time looking at your Job Tags, Statuses and Types. These three attributes can help build structure and organization to your agency.
If you have additional questions about best practices please let us know! We're happy to expand our articles as needed.