Virtual Assistant Recruitment and Management

Template

Pipefy’s Virtual Assistant Recruitment and Management Template is designed for people that are thinking about hiring a Virtual Assistant, and want to manage this process and manage VAs after they are hired.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Form

 

  • 1. Name

  • 2. Email

  • 3. What do you need a Virtual Assistant for?

    • Online research
    • Data entry
    • Data presentations
    • Market research
    • Online marketing
    • Call answering
    • Social media marketing
    • Email management
    • App development
    • Search engine optimization
    • Web development
    • Content writing

Candidates search

 

  • 1. Candidate search tool

  • 2. Budgeted hourly pay

  • 3. Required weekly hours

Interviews

 

  • 1. Narrowing down the prospects

    • Affordability
    • Availability
    • Good references
  • 2. Candidates selected for an interview

  • 3. Skype meetings booking

  • 4. Interview checklist

    • Introduce yourself and your position.
    • Describe the demanded job duties.
    • Ask why they believe they would be a good fit.
    • If a specific platform will be needed, ensure the candidate masters it.
    • Discuss deadlines.
    • Establish work hours control method

Hiring process

 

  • 1. Chosen VA

  • 2. Email

  • 3. Signed contract

  • 4. Create a document containing work duties and guidelines.

VA management

 

  • 1. KPIs management

  • 2. Reliability

  • 3. Long-term potential

  • 4. Efficiency

  • 5. Proactivity

  • 6. Comments on overall performance

  • 7. VA management

    • Create a pipe to manage your VA timetable and payment.

Done

 

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