Go to Settings - Users & Companies - Users, open a user, then in HireSmart [Recruitment] tick the needed roles and Save: Recruitment – Employee: submit Hiring Requests, apply to Internal Jobs. Recruitment – Department Head: create/approve department Hiring Requests. Recruitment – HR: review approvals, manage Internal Jobs, use OCR & JD Generator.

In Recruitment - Resume OCR, click Upload Resume to add one or multiple PDFs/images. The system previews pages and uses Mistral OCR to extract candidate details (name, contacts, degree, skills), then creates/updates the Candidate/Applicant. Track results in the list by Created Application For, File Name, OCR Status (New/Pending/Processed/Failed), and OCR Model.

Open the candidate created via Resume OCR to verify contact details and LinkedIn, assign a Job Position/Recruiter, then check the Skills tab languages and other skills are auto-typed with levels and progress. Use ADD to edit or add skills, and move the applicant through the pipeline stages.

In Recruitment - Job Positions, open a job and click Generate Job Summary. The system uses the job’s existing fields (title, department, location, employment type, experience, skills, target) to write a concise summary in the Job Summary tab, and logs a confirmation in the chatter. Edit if needed, then Save. (Requires Mistral API configured.)

In Recruitment - Internal Jobs Post, open or create a job and enable “Is Internal Job Post?”. Employees can then submit Internal Job Switch requests from this job. HR can review them via the smart button “Internal Job Switch Request Applications”; when approved, a Candidate/Applicant is created automatically.

Open Recruitment - Internal Jobs Post - Internal Job Switch Request Applications, review the employee’s details (department, manager, contact, location, hours), then click Approve to move the request to Approved. The system logs the decision and creates a linked Candidate/Applicant; use Reject with a reason if not eligible.

Go to Recruitment - Approval - Hiring Request. Department Heads create new requests; HR reviews them and advances the status (New - In Process - Approved - Rejected), adding notes in the chatter and a reason when rejecting.

In Recruitment - Approval, use Approvals to Review to see pending requests and All Approvals for the full history. Sort/filter by Requested By, Department, Position, Employment Type, Priority, Expected Joining to take action (approve/reject) quickly.