Since then, our team have already upgraded our Comply offering. Beamery now brings you Compliance Automation.

The implications for talent organizations from complex and ambiguous regulation cannot be understated. The challenges to recruiter workflows makes legislation like GDPR a major concern, particular for data management, contact Consent and candidate engagement. That’s why compliance automation is such a huge deal – it lets our users achieve their goals without disruption, safe in the knowledge that they are compliant. It is, a compliance ‘catch all’.

With Beamery Comply, we have developed a solution which offers candidate consent management and data anonymization. With consent management, users can develop customised consent statements and privacy policies, create specific sign-up forms for candidates to navigate, and schedule personalised email campaigns to capture candidate consent with this data stored in the main CRM.

Candidate data anonymization ensures candidates who opt out are separated from the main CRM with their information hidden so Beamery can detect if new candidates added to the database had previously been engaged and opted out. This allows users to continue sourcing the best candidates without the uncertainty of being compliant.

But that wasn’t enough for us. We’ve taken Beamery Comply. And automated it. Saving users time and effort with guaranteed peace of mind in a CRM that makes itself compliant. No manual checking from users. Beamery becomes your true compliant candidate source of record. Let’s look at some of the brilliant engineering developments around automated compliance in Beamery.

Scheduled Triggers

Recipes are custom workflow automations in Beamery which allows you to do a whole host of cool things when it comes to managing contact information and candidate engagement. Recipes consist of Triggers (an event to trigger a workflow), Filters (to target specific candidates) and Actions (what actually happens when above criteria is met).

As part of this, the ingenius engineering #beamteam have developed new Scheduled Triggers. Scheduled Triggers run checks of the CRM database at regular specified time intervals and allow users to archive or delete contacts who have opted out, or to send opt-in (and re-opt) email campaigns to candidates amongst other actions.

New Recipe Filters

Part of the upgrade to Recipes includes the addition of new Filters so users can get more specific when targeting the right candidates in their database with Recipes. They include:

– Date created – date when the candidate was added to Beamery
– Archived – candidate already archived
– Marked as ‘Do not contact’ – if a candidate was marked as ‘do not contact’
– Last heard from – when you last received an email from a candidate
– Doesn’t belong to pool – filter candidates that do not belong to a certain talent pool
– Primary Email – identify candidates who do/do not have an email address

GDPR Automation

Recipes now allows users to trigger actions based on when a candidate opts in or out of consent.

For example, you could automatically send a confirmation email to the candidate confirming their consent decision, or for candidates that opt-out, you can automatically archive them. Furthermore, you can filter contacts by their opt-in status and filter contacts according to how long it has been since they provided consent. As an example, users can automatically trigger email campaigns that offer relevant contacts the opportunity to opt-in again.

Automated Anonymization

Contact anonymization is now an automated process thanks to further Recipe enhancements. Users will find new actions for ‘anonymize’ and ‘delete’ for contact records which meet the specified criteria. For example, if a candidate opt-out of consent, you can automate the anonymization or deletion of their record.

Beamery’s integration with Greenhouse will also benefit from this. To ensure GDPR compliance, the integration supports two-way contact anonymization. When a contact is anonymized in Beamery, the same contact is anonymized in Greenhouse, and vice versa. Having this process automated saves everyone time, effort and compliance headaches!

Consent in Extension

Users can now generate the consent URL for contacts in Beamery directly from the Extension, allowing users to more easily share the consent link outside of direct messages or campaigns, e.g. via LinkedIn InMail. To make the contact experience even better, you can use a URL link shortener to send the consent link.

So as you can see, the team was pretty busy in June. And there’s more to come, with Compliance Reporting (we love our analytics!).

Watch this space!

Introducing Beamery 4.0: A Complete Overview

Find more information about the exciting changes, updates and benefits that come with Beamery 4.0 in the document below.

You can check it out here

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