# [[2- Projects in LinkedIn Recruiter]] ## [Essential steps before using LinkedIn Recruiter](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/essential-steps-before-using-linkedin-recruiter?resume=false) By having all this information ready, you'll be well-prepared to create effective projects in LinkedIn Recruiter and find the best candidates for your job openings. 1. **Gather Information**: - *Job Details*: Know the job title, department, and description. - *Required Skills: List the skills and qualifications needed. - *Location*: Specify where the job is based. - *Seniority Level*: Determine if it's an entry-level, mid-level, or senior position. - *Employment Type*: Decide if it's full-time, part-time, etc. - *Salary Range*: Have an idea of the salary range. 2. **Understand Company Culture**: - Learn about your company's mission, values, and work environment. 3. **Create a Template**: - Make a simple document (like in Word) to fill out all the above details for each job. 4. **Consult with Others**: - Talk to hiring managers or HR to get accurate information. 5. **Prepare Keywords**: - Think of keywords that will help you find the right candidates. ## [What is a Recruiter project?](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/what-is-a-recruiter-project?resume=false) - **Purpose**: A Recruiter project helps you organize your hiring process for a specific job position. - **Components**: It includes saved candidates, searches, communications, notes, tags, job posts, and more. - **Navigation**: - On the homepage, you can see your recent projects. - You can view all projects by clicking "View All" or by going to the "Projects" tab. ### Inside a Project: - **Overview Page**: Shows recommended candidates, recent activity, InMail trends, and pipeline statistics. - **Talent Pool**: Lists all candidates that match your search criteria. - **Pipeline**: Contains candidates you are interested in, organized in different stages. - **Job Posting**: You can post a job within the project, and applicants will appear in your pipeline. ### Why Use It? - **Organization**: It Keeps all your hiring activities and candidate information in one place. - **Efficiency**: Helps you manage and communicate with candidates effectively. ## [Create a new project in Recruiter](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/create-a-new-project-in-recruiter?resume=false) Creating a project helps you stay organized by keeping all candidate information, communications, and job posts in one place. This structured approach is crucial for effective talent acquisition. 1. **Navigate to Projects Tab**: - Go to the Projects tab at the top of the LinkedIn Recruiter interface. - Select "Create New" from the dropdown menu. 2. **Project Creation Page**: - You have two options: manually enter information or use the AI-assisted project feature. - This video focuses on the manual method. 3. **Enter Project Information**: - **Name the Project**: Give your project a clear title, e.g., "Project Manager San Francisco". - **Company**: Enter the company you are hiring for. - **Project Description**: Optional but recommended for clarity. 4. **Ideal Candidate Criteria**: - **Job Title**: Enter the job title, e.g., "Project Manager". - **Workplace Type**: Specify if it's hybrid, remote, or on-site. - **Employment Type**: Full-time, part-time, etc. - **Job Location**: Enter the location, e.g., "San Francisco Bay Area". 5. **Skills and Keywords**: - Add relevant skills and keywords, e.g., "Leadership", "CRM", and "Budgeting". - This helps narrow down the candidate pool. 6. **Project Visibility**: - Decide who can see the project: only your team or everyone in your account. - Keep it private if it's just for your team. 7. **Optional Job Post**: - You can add a job post now or later. Applicants will be added to the project as they apply. 8. **Create Project**: - Click "Create Project" to finalize. ### Key Points: - **Candidate Criteria Box**: Shows how many people fit your criteria on LinkedIn. - **Pipeline**: Once created, you can see candidates that fit your criteria and manage your pipeline. - **Project Visibility**: Important for team collaboration and privacy. ## [Customize project settings](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/customize-project-settings-25019736?resume=false) By customizing these settings, you can tailor the project to better fit your recruitment needs and streamline your workflow. Feel free to revisit and adjust these settings as necessary to optimize your recruitment process. 1. **Navigating to Project Settings**: - Go to the project you created (e.g., "Project Manager San Francisco"). - Click on the gear icon in the upper right corner to access the project settings page. 2. **Project Details**: - This section contains the details you used to create the project. You can edit these details here if needed. 3. **Workflow Settings**: - Decide on settings like notifying job applicants when you've downloaded their resume. - Toggle hiring pipeline stages or hide candidate photos and names as per your preference. 4. **Importing Bulk Candidates**: - You can import up to 200 candidates at a time by uploading a CSV file. This is useful for adding a large number of candidates quickly. 5. **Project Members**: - Initially, you will be the only member, but you can add team members to the project or even reassign the project owner. - This is also where you can archive the project if needed. 6. **Admin Settings**: - If you're an admin for your recruiter account, you'll have additional settings available to customize. ## [Add team members to a project](https://www.linkedin.com/learning/learning-linkedin-recruiter-22854115/add-team-members-to-a-project-25022199?resume=false) 1. **Open Your Project**: - Go to the project you want to add team members to. 2. **Access Project Settings**: - Click on the gear icon in the upper right corner to open the project settings. 3. **Add a Team Member**: - Scroll down to the "Project members" section. - Click on "Edit members." - Type in the name of the coworker you want to add and select their name. 4. **Set Permissions**: - Choose the level of access you want to give them: Full Project access, Pipeline Only, or View Only. - Click "Invite" to add them to the project. 5. **Manage Permissions**: - You can change their permissions or remove them from the project at any time.