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Case Study · Custom Plugin

Drive Portal.

A custom WordPress plugin built as the internal operations hub for Drive Recruitment NZ — consolidating recruitment, deployment and pipeline workflows into a single staff-facing dashboard with deep integrations into Trade Me Jobs and the external CRM.

Client
Drive Recruitment NZ
Type
WP Plugin · Internal Tool
Year
2025 — present
Role
Build & Ongoing
driverecruitment.co.nz/portal
Drive Portal dashboard — staff operations hub
01 / Overview

One dashboard, the entire pipeline.

Drive Recruitment runs a high-velocity temp labour and recruitment business across New Zealand. The team was juggling Trade Me job posts, an external CRM, candidate compliance docs, daily rosters and SMS comms across half a dozen disconnected tools.

The Drive Portal collapses every one of those flows into a single WordPress-hosted dashboard. Recruiters land on a single page that shows today's roster, new candidates from Trade Me applications, compliance status across the whole team, and the live sales pipeline. Every action — log a call, send an SMS, post a job, run a duplicate-check — happens without leaving the portal.

02 / Features

What's inside.

Eight distinct feature areas, each replacing a previously-manual workflow.

// 01

Candidate Management

  • Six-point compliance tracking — MOJ, Drug Screening, Eligibility, Contract, Reference Check, H&S — with traffic-light badges
  • Phone-based duplicate detection in the merge tool, handling middle names and full CRM data transfer
  • Auto-create from form submissions — matches by email/phone every 10 minutes via WP cron
  • Submission history per candidate, fully searchable
// 02

Client Management

  • Client records with attached compliance and deployment documents
  • Negative-ID prospect clients — pipeline-only entries that haven't been formally converted yet, so they can flow into rosters early
  • Race-condition-safe document loading when switching between clients quickly
// 03

Roster & Assignments

  • Daily and weekly roster management with drag-friendly UI
  • Bulk SMS direct to rostered workers' phones — one-click team broadcasts
  • Compliance column showing every worker's six-point status at a glance, with a drill-down modal
  • Compliance manager assignment per role
// 04

Sales Pipeline CRM

  • Three-view interface — Pipeline (kanban), List, and Overdue
  • Call logging and follow-up tracking timestamped against company records
  • 509-company bulk import capability for kick-starting the pipeline
  • Negative-ID prospect handling so leads can be rostered before formal conversion
// 05

Trade Me Jobs Integration

  • Mirrors Trade Me's "List a job" form exactly — cascading category & subcategory, region/district, work type, duration
  • Predefined pay-value dropdowns matching TM's allowed values to avoid post rejections
  • One-click Save & Post — saves to the local DB and posts live to Trade Me in one action
  • Withdraw and close listings via the API without leaving the portal
  • Default contact wiring for the lead recruiter
// 06

KPI & Compliance Dashboards

  • Recruiter KPI page with built-in compliance accordion
  • Phone-number-matched activity tracking with normalised exact-match logic — no double counts, no missed calls
  • Company KPI drilldown view for admin users
// 07

Communications

  • Bulk SMS sending direct from rosters to phone numbers
  • Direct phone integration — call from inside the candidate record
  • Email comms tracked back to the candidate timeline
// 08

Timesheets & Payroll

  • Timesheet capture tied directly to assignments
  • Approval flow from worker → recruiter → admin
  • Output ready for handover to the payroll system
03 / Under the hood

Built on WordPress.

// Backend

  • WordPress custom plugin (PHP)
  • Custom DB tables for pipeline, calls, submissions, candidate flags
  • WP-Cron jobs for auto-create & matching
  • AJAX endpoints for live UI

// Frontend

  • ~15,900-line portal.js
  • Single-page experience inside WordPress
  • Direct DOM rendering — no SPA framework
  • Live updates via AJAX polling

// Integrations

  • Trade Me Jobs API (list / edit / withdraw)
  • External CRM — REST API + direct DB
  • SMS gateway integration
  • WP core plugin architecture

// Stack at a glance

PHP WordPress Plugin API MySQL Custom DB Schema JavaScript jQuery AJAX WP-Cron Trade Me Jobs API REST API SMS Gateway
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