The downloadable template is a starting point for organizing records and agreeing team rules. Example rows are simulated; define required fields and client or project relationships before entering real data.
Steps and checks
| Record | Context | Candidate | Vacancy | Skill | Stage | CV reference | Owner | Status |
|---|---|---|---|---|---|---|---|---|
| DEMO-01 | LinkedIn extensions | Demo-01 | JOB-01 | Java | Review | CV-01 | OWNER-01 | draft |
| DEMO-02 | LinkedIn extensions | Demo-02 | JOB-02 | Java | Review | CV-02 | OWNER-02 | review |
Import the CSV into Excel or LibreOffice using UTF-8 and a comma separator. Check number types, ISO dates and identifiers. Adapt this working sheet and verify field mapping before importing it into software.
Define the outcome and records
For this topic the control starts with LinkedIn profile previews, saved fields and duplicates.
An ATS organizes applications, vacancies, stages and feedback. A candidate database retains profiles beyond one hiring process; a recruiting CRM connects client relationships to open searches. One person can have several applications, each with its own status.
Record vacancy requirements and criteria, link a candidate, assign the interview and save feedback and next action on the application. Test two vacancies for one profile: history must distinguish the decisions.
A pilot on the complete workflow
Open a LinkedIn profile, review preview fields and try saving it twice. Evaluate what actually enters the database and how duplicates are avoided, rather than advertised profile counts.
Before the demo, write three required outcomes and one acceptable tradeoff. Value recovered time only after measuring on the same basis. Have the actual owner complete a cycle and retain errors, corrections and final output. If the pilot stops halfway, identify the missing module, integration or step in the quotation.
Rules, exceptions and work cost
Define who enters, corrects and approves records. Test an incomplete record, a duplicate and a change after closure. The decision changes when records can be exported with relationships rather than manually reconstructed. Count licenses, onboarding, team time and integration maintenance separately.
Apply the workflow in HICE
The HICE extension prepares a record from a LinkedIn profile: review the preview and save the candidate or contact. Its advantage is continuing in the ATS or CRM pipeline with notes and relationships connected to the record.
Choose the next step
Open the related solution, review pricing for your market and test the case on your records. Keep the template as a workflow reference and use the country ranking to explore other category options.