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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