Workflow Guides

Here at Top Echelon Recruiting Software, we know that the recruiting process can differ from firm to firm. It takes quite a few steps and a whole lot of effort to make the journey from winning a client to placing a candidate. Whether you’re a solo shop doing it all on your own, or you’re responsible for just a piece of the recruiting puzzle, we have a few basic workflow guides outlined for you below:

Sales and Business Development

  • This workflow guide covers:
    • Uploading lists of leads and contacts into the software
    • Organizing your leads and prospects into a sales pipeline
    • Tracking your activity and follow up calls
    • Email marketing
    • Creating client records and adding positions to fill

Research and Sourcing

  • This workflow guide covers:
    • Various ways for adding new candidates into the software
    • Searching the database for existing candidate records
    • Qualifying candidates and communicating to request updated information
    • Submitting candidates to open positions for review


  • This workflow guide covers:
    • Managing open job pipelines
    • Submitting resumes to clients
    • Tracking activity
    • Completing and tracking placements

Administrative Tasks

  • This workflow guide covers:
    • Managing users and customization
    • Reporting
    • Keeping records up to date
    • Advertising positions and managing applications