Difference between revisions of "Recruitment-Widgets"
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Revision as of 23:59, 15 December 2020
Contents
Recruitment Dashboard Option
This User Tab Contains Widgets:
- 4 Small Information Display Widgets
- Vacancy Management for Applicants
- Request to Hire and Employee Authorisation
- Tasks and Notifications
These widgets can be moved around in the Dashboard. They can also be removed from the Dashboard. This can be done in Maintenance --> Groups --> Permissions --> Select a Group and Go to the Widgets Widgets.
Vacancy Management
This widget allows for Hiring Managers and HR User to process applicants based on Active Vacancies. New Vacancies can also be created from "New Vacancy" option on the top right of the widget. The "New Vacancy" option is also available in "START" Wizards.
| Field Name | Description |
| Check Box | Select the Applicant/s you want to Move or assign Actions too. |
| Flags | These can be used by you to tag people based on your meaning for that colour. E.g. Red might mean that the person is not going to be progressed but you have not rejected them using "Action" or "Move To" |
| Action | Allows you to Create Employee (New Employee Wizard, Onboarding, Copy Information to Core-HR, Send General E-mail (Send E-mail to Applicant), Mark as Unsuccessful, Forward (Send Applicant Information to Manager), Interview (Schedule an Interview) Etc |
| Move To | Select the Applicant/s (Check Box), and then move to relevant stage of the Recruitment Workflow. Note if you "Move To" Face to Face Interview, you will be prompted to set-up a Interview. If you "Move To" "Employee Authorisation" there will be an option to send an "Employee Authorisation" to a Manager. |
| Applicant Name | Click on the Applicant Name to see a Summary (in a pup-up box) or the Applicants information. Including Number of Applications, Social Media, CV, Cover Letter, Applicant Questions which have been tagged in the Applicant Questionnaire which was used for the Vacancy, Notes. |
| CV | Click on the "CV" and it will open up. If the CV was attached in Word, it will open in PDF - for faster Loading. Click on "Cover Letter" and any transcript if these has been asked for. |
| Employee Authorisation | This is a step that can be assigned to the Recruitment Workflow. If this Workflow step is used, and the Applicant is moved to this step, the system will show an "Employee Authorsation" option. Click this to select a Manager to send the Authorisation too. You can type in notes to be sent with the Authorisation. Once sent, the option with show "Authorisation Pending. If Authorisaed it will show "Employee Authorised". If rejected it will show "Authorisation Rejected". This information will also be available in the "Request to Hire and Employee Authorisation" Widget. |
| Progress | This Button can be used to "Progress" the applicant to the next Step of the Workflow. |
| Reject | This can be used to "Reject" the Applicant. This will place a line through the Applicants Name. |
| Hide | This will allow you to "Hide" unsuccessful / rejected Applicants. |
| Fields available | These can be added and removed from Settings - Recruitment. Only the first 4 selected will show in Mobile view. Country, Address, Auto Score, Manual Score. Applicant Name, File and Action - Mandatory. |
| Auto Score | Click on this to show the information which has been used to calculate the "Auto Score". E.g. Certificates and Licences, Education and Qualifications, Responses to the Questionnaire that was used. |
| Vacancy Selector | Located on the Top Right of the Widget. Allows the user to move between Vacancies. The number next to the Vacancy Name show the Total Number of Applicants for that Vacancy. |
| Workflow Step Selector | Top Right of the Widget. on the right of the Vacancy Selector. Allow you to move between steps. The number next to the Workflow Step name shows you the number of applicants at that step. |
| New Vacancy | Top Right of the Widget. Starts the New Vacancy Wizard, for you to be able to create and publish a New Vacancy. This is also available from the "START" options |
| + Icon | Shows up when in Mobile View. Select the + Option to see all information available in the Widget for each Applicant. Select - to Close. |
Request to Hire
This widget allows for Hiring Managers and HR User to start and manage Request to Hire processes. Request's to hire can also be created from "New Requisition" option on the top right of the widget. The "Request to Hire" option is also available in "START" Wizards.
| Field Name | Description |
| Active Tab | This tab displays all created requisitions yet to be authorised or rejected.Number in brackets displays the total number of Active requisitions. |
| Authorised Tab | This tab displays all created requisitions that have been authorised. Number in brackets displays total number of Authorised requisitions. |
| Rejected Tab | This tab displays all created requisition that have been rejected. Number in brackets displays total number of Rejected requisitions. |
| New Requisition | This will allow the user to create a new requisition through the New Requisition Wizard. This is also available from the "START" options. |
| Search Vacancy Name | This is a free text search box that allows you to filter down the list to specific wording. |
| Reference Number | This is the reference number of the requested vacancy that was entered in upon creation |
| Vacancy Name | This is the name of the requested vacancy that was entered in upon creation. |
| Work Type | This refers to the employment type. E.g. Full time, part time, casual etc. |
| Number of Hire | This refers to the number of employees to hire for the requested vacancy. |
| Target Date | This is the date the position is to be filled by. |
| Hiring Manager | The hiring manager responsible for recruiting is displayed here. |
| Action | From the Active tab, the Action dropdown will be available to the authoriser to Authorise or Reject the vacancy requisition. From the Authorised Tab, the action dropdown will allow users to create the vacancy using the New Vacancy wizard. From the Rejected Tab, the action dropdown XXXX |
Applicant Management
This widget allows People and Culture users and Hiring Managers to search and access all applicants. You can search for applicants and then view a Vacancy Summary for the Applicant. You can also type in Adhoc Notes to the Applicant record.
| Field Name | Description |
| New Applicant | This allows the user to create a new applicant through the New Applicant wizard. This is also available through the "START" options. |
| Surname | Applicant's Surname |
| First Name | Applicant's First Name |
| Applicant's email address | |
| Mobile | Applicant's mobile number |
| Current Stage | The current stage the applicant is at. E.g. 1st Interview, Interview 2 Face to Face, Contract Sign Off etc. |
| Vacancy | The vacancy the applicant is related to. |
| Action | Applicant notes can be viewed and entered in via Action dropdown. This also includes applicant details, resume, applicant summary export, applications submitted and link to their profile. |
Recruitment - Tasks and Notifications
The Tasks and Notifications Widget allow users who have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows. These Task and Notification items are also delivered into the "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself.
This is a list of Standard "Tasks and Notifications" functionality.
- Search - Text Search e.g. Search on Task Name - Request or Authorisation.
- Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
- Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
- Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
- Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
- Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
- My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
- Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
- Date Range - Search Tasks and Notifications by Date Range.
