Introduction
Users can access the Application tab with Candidate Records!
Follow the Video or steps on how to access the Applications tab and manage the information stored within it!
Quick Navigation
Accessing the Applications Tab
Navigate to the Candidate Record
Scroll down to the information storage panel at the bottom of the page and click Applications
There are four tabs within this section, we will outline their uses below!
Applications
This section is populated when an application is created against a Vacancy or it can be added manually as below
Click the Add icon next to Applications
The New Application modal will appear with the following fields
- Vacancy - search populates with existing vacancies within your site (the application will also appear in the applications section of the Vacancy Profile Page)
- Qualification - drop down search populates with the qualifications linked to the candidate
Once the relevant information has been entered, click
The Application is now created!
Note: This will redirect you to the application profile page
To view any applications click on the View icon next to the relevant application
This will redirect you to the Application!
Employment
This tab is used to store information on a candidates previous employment
Click the Add icon next to Previous Employment
The Add Previous employment modal will appear with the following fields
- Company name - free-type field
- Job title - free-type field
- Start month - select from the drop-down
- Start year - select from the drop-down
- End month - select from the drop-down
- End year - select from the drop-down
Once all relevant information is entered, click
To edit previous employment, click the Edit icon next to the relevant employment
The Edit Previous employment modal will appear, edit the relevant information and click
The Previous employment will be added with the relevant changes made!
To delete Previous employment, click the Delete icon next to the relevant employment
This will create a prompt, click OK to delete the Previous employment
The Previous employment is now deleted!
Interviews
This section is populated when an interview is created against a Vacancy or can be added manually as below
Click the Add button next to Interviews
The New Interview modal will appear with the following fields
- Vacancy - search for an existing vacancy within your site
- Interview Kind- select from the drop-down ( created via admin dashboard)
- Interview Type - select from the drop-down (created via admin dashboard)
- Start time - select date and start time from the calendar
- Finish time - select a date and finish time from the calendar
- Outcome - The outcome of the interview
- Comments - free-type field
- Forms - select from existing quest forms created on your site
- Notify the Candidate with an SMS - tick this check box to send the Candidate an SMS with the Interview details
Once all relevant information is entered, click
The Interview is now created!
Note: Interviews will also appear in the Vacancy information storage panel section AND the interview date will be displayed on the applications tab (if an application for the Vacancy has been created)
To edit an Interview, click the Actions icon next to the relevant Interview
Select Edit from the drop-down
The Edit Interview modal will appear, make the relevant changes and click
The Interview will be updated with the relevant changes made!
You can notify the Candidate via SMS if you didn't check the box in the last step by clicking the Notify Candidate with an SMS option from the drop-down box
The Notify Candidate with an SMS modal will appear, enter the SMS content and click
The Candidate will now be notified via SMS!
To view or edit any forms attached to the Interview, click Forms from the drop-down
The forms modal will appear
Clicking the Actions buttons will give you the following options
- Complete- Complete the Quest form online
- Delete- Delete the attached form
- Generate Public Link- Generate a Public Link for the form
You may also view any submissions made by clicking the submissions icon
The Submissions modal will appear, clicking the Actions icon will give you the following options
- View - Click to view the submission made
- Generate Public Link - This allows you to generate a public link
Reference checks
This tab allows you to view and manage candidates references
To add a Reference click the Add button next to References
The Add Personal Reference modal will appear with the following fields
- Referee Name - Enter referee first name and surname
- Phone Number - Enter the referee contact number
- Job title - Enter referee job title
- Previous employer company name - enter referee previous employer company name
- Forms - select a custom created form to add to the reference
- Comment - type in reference comments
Once the relevant information is entered click
The Reference is now created!
To edit a Reference, click the Edit icon next to the relevant Reference
Select Edit from the drop-down
The Edit Personal Reference will appear, edit the relevant information and click
The Reference will now be updated with the relevant changes made!
To manage a form attached to a Reference, select Forms from the drop-down
The forms modal will appear
Clicking the Actions buttons will give you the following options
- Complete- Complete the Quest form online
- Delete- Delete the attached form
- Generate Public Link- Generate a Public Link for the form
You may also view any submissions made by clicking the submissions icon
The Submissions modal will appear, clicking the Actions icon will give you the following options
- View - Click to view the submission made
- Generate Public Link - This allows you to generate a public link
To delete a Reference, click Delete from the drop-down
This will create a prompt, click OK to delete the Reference
The Reference is now deleted!