New Applicant Wizard

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=New Applicant Wizard=
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==New Applicant Wizard Navigation Functionality==
  
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The New Applicant Wizard allows you to create an Applicant manually. You can create a New Applicant by using the New Applicant Wizard, or by clicking "New Applicant" from the top right hand side of the Applicant Widget in the Recruitment Dashboard.  
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There are multiple navigation options available to you throughout the New Applicant Wizard. These navigation options are outlined below.
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#<b>START</b> - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
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#<b>View</b> - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
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#<b>Select</b> - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
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#<b>Create New</b> - allows you to create a New Record within a particular Wizard (where relevant).
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#<b>Create</b> - allows you to 'save' a New Record you've created.
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#<b>Edit</b> - allows you to Edit a Record.
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#<b>Save</b> - allows you to Save a Record.
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#<b>Delete</b> - allows you to Delete a Record.
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#<b>Previous</b> - allows you to go back one step.
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#<b>Clear</b> - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
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#<b>Submit</b> - allows you to Submit the data or Record/s you've added into a Wizard.
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#<b>Close</b> - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
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#<b>Search</b> - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
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#<b>Next</b> - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
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#<b>Breadcrumbs</b> - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).
  
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* Click "START" from the Top Right side of the Recruitment Dashboard.
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<b>NOTES:
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* Select New Applicant from the options.
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*There is a 6MB file limit on all files that are uploaded into Subscribe-HR's Team Dashboards System. Please ensure that large files are compressed/reduced and that the file size is less than 6MB (the smaller the file size, the better).
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* Next section of the Wizard will allow you to enter the core Applicant Information.
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*For security reasons, there are restrictions on the types of attachments/files that can be uploaded to the System. Please contact Support or your Project Manager if you have any questions, or if you'd like to confirm which types of files can/can't be attached to records in Subscribe-HR.</b>
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* Next section of the Wizard will allow you to select the Vacancy the Applicant is applying for. If you want to skip this step, and simply create new Applicant record without linking to a Vacancy you don't have to link them to an Applicant.
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* Next section of the Wizard allows you to place the person into a specific step in the Recruitment Workflow for that Vacancy.  
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* Summary. Summary of the information being submitted.
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The New Applicant Wizard allows you to create a New Applicant manually.
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* Success.
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==How to Trigger the New Applicant Wizard ==
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You can trigger the New Applicant Wizard from the Wizard popup menu
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&#9;1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
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<br>
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&#9;2. Scroll down and click on the "New Applicant" option from the menu, then click "Select."
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The Wizard requires you to complete the following information:
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* Applicant Details.
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* Vacancy Stage
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===New Applicant – Applicant Details===
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After selecting ‘New Requisition From Scratch’ work through the Wizard to input the following information:
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#<b>First Name</b> – specify the First Name of the Applicant.
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#<b>Surname</b> – specify the Surname of the Applicant.
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#<b>Email</b> – specify the Email address of the Applicant.
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#<b>Gender</b> – specify the Gender of the Applicant.
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#<b>Mobile</b> – specify the Mobile number of the Applicant. Click “Next.”
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===New Applicant – Vacancy Stage===
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#<b>Vacancy</b> – specify the Vacancy the Applicant applies to.
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#<b>Stage</b> – specify the Stage of the Recruitment process that the Applicant is being progressed to. Click “Next.”
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#<b>Summary</b> – the final screen for the New Applicant Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit the New Applicant click “Submit.”
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#<b>Success</b> – if your New Applicant has been created correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.
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<br><br>[[File:subscribehr_logo.gif]]

Latest revision as of 01:46, 8 April 2025

New Applicant Wizard Navigation Functionality

There are multiple navigation options available to you throughout the New Applicant Wizard. These navigation options are outlined below.

  1. START - the "START" button at the top right-hand side of the Dashboard [The top right of your screen] is how you launch all Wizards. Click "Start" and this will launch a Wizard popup window containing a navigation menu. This is where all your Wizard interaction options exist. The Wizards available to you in this menu are based on your Permissions.
  2. View - to View a particular Wizard click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the Wizard you want to View, then click 'Select.'
  3. Select - select enables you to choose (and move into) your chosen Wizard (from the main Wizard dropdown menu).
  4. Create New - allows you to create a New Record within a particular Wizard (where relevant).
  5. Create - allows you to 'save' a New Record you've created.
  6. Edit - allows you to Edit a Record.
  7. Save - allows you to Save a Record.
  8. Delete - allows you to Delete a Record.
  9. Previous - allows you to go back one step.
  10. Clear - allows you to clear content from the form fields in a Wizard. Note: clicking clear will remove the content from ALL the fields in that Wizard.
  11. Submit - allows you to Submit the data or Record/s you've added into a Wizard.
  12. Close - allows you to Close the Wizard you've been working in. Note: Closing a Wizard before completing it will result in a loss of the data you've input into data fields. You will be shown a popup window with a warning asking you to confirm your action before the data is lost.
  13. Search - a Search window will appear in the top right corner of the Wizard popup if relevant (E.G. Where there is a list of Folders within a Wizard). Search enables you to search for a specific Folder within a Wizard.
  14. Next - to navigate through items in a drop-down menu, click on the downward pointing arrow on the right-hand side of the menu. Scroll down, choose the item you want, then click 'Next' to progress to the next window.
  15. Breadcrumbs - on the bottom left of the Wizard popup window, you will see a 'Breadcrumb' (for example 'Start > My Info'). This Breadcumb enables you to go back to previous steps in the process by clicking on your preferred choice. Breadcrumbs give you more flexibility about which stage of the Wizard you want to 'go back' to (E.G. it is more flexible than just choosing 'Previous' which limits you to going back only one step in the process).

NOTES:

  • There is a 6MB file limit on all files that are uploaded into Subscribe-HR's Team Dashboards System. Please ensure that large files are compressed/reduced and that the file size is less than 6MB (the smaller the file size, the better).
  • For security reasons, there are restrictions on the types of attachments/files that can be uploaded to the System. Please contact Support or your Project Manager if you have any questions, or if you'd like to confirm which types of files can/can't be attached to records in Subscribe-HR.


The New Applicant Wizard allows you to create a New Applicant manually.

How to Trigger the New Applicant Wizard

You can trigger the New Applicant Wizard from the Wizard popup menu

1. Select "START" at the top right-hand side of the Dashboard [The top right of your screen].
2. Scroll down and click on the "New Applicant" option from the menu, then click "Select."

The Wizard requires you to complete the following information:

  • Applicant Details.
  • Vacancy Stage


New Applicant – Applicant Details

After selecting ‘New Requisition From Scratch’ work through the Wizard to input the following information:

  1. First Name – specify the First Name of the Applicant.
  2. Surname – specify the Surname of the Applicant.
  3. Email – specify the Email address of the Applicant.
  4. Gender – specify the Gender of the Applicant.
  5. Mobile – specify the Mobile number of the Applicant. Click “Next.”


New Applicant – Vacancy Stage

  1. Vacancy – specify the Vacancy the Applicant applies to.
  2. Stage – specify the Stage of the Recruitment process that the Applicant is being progressed to. Click “Next.”
  3. Summary – the final screen for the New Applicant Wizard is a summary of all your choices throughout the Wizard. Check and confirm that all the correct information has been captured. If you need to make changes, use “Previous” (bottom right of Wizard) to trace your steps back through the Wizard, and then use “Next” (bottom right of Wizard) to return to the final summary page once all changes have been made. When you’re ready to submit the New Applicant click “Submit.”
  4. Success – if your New Applicant has been created correctly, you will see a success message. If not, you will see an error message. If you see an error message, please retrace your steps back through the Wizard and correct any issues. Otherwise, please contact support.



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