Using Abacus for Candidate Reimbursement

Using Abacus to reimburse your interview candidates is a great way to enhance a seamless interview process, and make sure that candidates get reimbursed easily and quickly. To make this process quick and easy for candidates, we recommend doing the following:

• Update Team Fields to Track Information about Candidates
• Update your Spend Policy
• Personalize your Invitation Branding
• Invite Candidates with a Deactivation Date
• Share Our Training Guide with Candidates

Update Team Fields to Track Information about Candidates

In Abacus, you can create Team Fields and assign them to users to track information about interview candidates. For example, you may want to ensure that you have appropriate Location or Department fields set up for interview candidates or you may want to create a new Team Field to tag Abacus members by the type of employees they are. Once you've invited interview candidates to Abacus, make sure to assign the appropriate Team Fields to them on the People page.

Update your Spend Policy

Using the rule-builder on your Spend Policy page, you can set budget rules for meals, hotels, and flights. You can even customize your rules so that they apply to specific users or users with specific Team Fields.

Personalize your Invitation Branding

You can customize Abacus to align with your brand, so when interview candidates receive an invitation to join Abacus, it will feel more integrated with the overall experience.

To customize your branding:

1. Click the gear  in the top right corner to open the Company Settings page.

2. In the sidebar, select Appearance.

3. Upload a Company Logo and customize your color scheme to match your company branding.

Invite Candidates with a Deactivation Date

When inviting your interview candidates, you may want to set a deactivation date if you've scheduled an interview, or set a due date for when you want a candidate to have submitted expenses by.

Share Our Training Guide with Candidates

To ensure that your interview candidates know exactly what to do to submit their expenses in Abacus, share our interview candidate training guide with them.