Recruitment Dashboard Widgets

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==Recruitment Surveys==
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This Widget allows for HR/People & Culture Managers to View and Action Recruitment Surveys that have been assigned to Applicants, Referees, Recruitment etc.
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<table border="1" width="100%" cellspacing="0">
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
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<td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Applicants Tab</b></font></td>
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<td width="484"><font face="Arial" size="2">This tab displays all Active and Completed Recruitment Surveys.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Active (under Applicants Tab)</b></font></td>
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<td width="484"><font face="Arial" size="2">Displays all Recruitment Surveys that are currently Active within the System.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Filter</b></font></td>
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<td width="484"><font face="Arial" size="2">Allows the user to "Filter" items by Tag or Filter: E.g. Recruitment, Referee, Hiring Manager, Active Vacancies, etc.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Date dropdown</b></font></td>
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<td width="484"><font face="Arial" size="2">Allows the user to specify a date range that will then list only HR Surveys that match that date range: E.g. 1 day, 1 week, fortnight, 1 month, 3 months, 6 months, 1 year, custom etc.</font></td>
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</tr>
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<td width="206"><font face="Arial" size="2"><b>+ Create New</b></font></td>
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<td width="484"><font face="Arial" size="2">Allows the user to create a new Recruitment Survey using the [[New-Canvas-Recruitment|Recruitment Survey Wizard]].</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Search</b> (Under Applicants Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This is a free text field that you can use to search Recruitment Surveys based on keywords you enter in the search field.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Survey (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This lists the Recruitment Survey ID number.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Created On (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey type was created.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Canvas Name (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the type of Canvas/Survey that this particular Recruitment Survey is.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Type (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies what Type of Recruitment Surveys it is.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Relates To (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2"> This specifies which Applicant the Recruitment Survey relates to.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Date Started (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey was started by the Employee listed in the previous column.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Date Completed (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey was completed.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Action (Under Active Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This dropdown allows user to perform any/all of the following:<br><b>Open Canvas</b> - view the Canvas/Survey<br><b>Results</b> - View the results of the Canvas/Survey<br><b>Resend Link</b> - Resend the Employee a link to that Canvas/Survey</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>Completed</b> (under Applicants Tab)</font></td>
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<td width="484"><font face="Arial" size="2">Displays all Recruitment Surveys that have been completed.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Survey (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This lists the Recruitment Survey ID number.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Created On (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey type was created.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Canvas Name (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the type of Canvas/Survey that this particular Recruitment Survey is.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Type (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2"> This specifies what Type of Recruitment Surveys it is.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Relates To (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2"> This specifies which Applicant the Recruitment Survey relates to.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Date Started (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey was started by the Employee listed in the previous column.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Date Completed (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey was completed by the Employee.</font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2">Action (Under Completed Tab)</font></td>
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<td width="484"><font face="Arial" size="2">This dropdown allows user to perform any/all of the following:<br><b>Open Canvas</b> - view the Canvas/Survey<br><b>Results</b> - View the results of the Canvas/Survey<br></font></td>
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</tr>
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<tr>
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<td width="206"><font face="Arial" size="2"><b>All(under Applicants Tab)</b></font></td>
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<td width="484"><font face="Arial" size="2">Displays all Recruitment Surveys (Active and Completed) that are currently Active within the System.</font></td>
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</tr>
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</table>
  
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==Recruitment - Tasks and Notifications==
 
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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.
 
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This is a list of Standard "Tasks and Notifications" functionality.
 
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# <b>Search</b> - Text Search e.g. Search on Task Name - Request or Authorisation.<br>
 
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# <b>Quick Task</b>- 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.<br>
 
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# <b>Today</b> - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.<br>
 
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# <b>Upcoming</b> - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.<br>
 
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# <b>Overdue</b> - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.<br>
 
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# <b>Completed</b> - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.<br>
 
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# <b>My sent Tasks</b> - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.<br>
 
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# <b>Filter</b> - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.<br>
 
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# <b>Date Range</b> - Search Tasks and Notifications by Date Range.<br>
 
  
 
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[[File:subscribehr_logo.gif]]

Revision as of 02:00, 2 July 2021

Recruitment Dashboard Options

This Dashboard contains the following Widgets:
1. 4 Small Information Display Widgets:

  • Average open time.
  • Active vacancies.
  • Active questions.
  • Total applicants.

2. Vacancy Requisiton Management.
3. Applicant Management.
4. Vacancy Management.
5. Recruitment Surveys.

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.


Vacancy Requisition Management

This Widget allows for Hiring Managers and HR Users to process Applicants based on Active Vacancies. New Vacancies can also be created from use the New Vacancy Wizard which is available via the "START" Wizards menu.

Field Name Description
Active This Tab displays all the Active Vacancy Requisitions currently in the System.
Authorised This Tab displays all the Vacancy Requisitions that have been Authorised.
Reference Number This is the Reference Number assigned to the Vacancy Requisition when it was created.
+ New Requisition Allows the User to create a new Vacancy Requisition using the “Vacancy Requisition” Wizard.
Search Vacancy Name This is a free text field that you can use to search Vacancy Requisitions based on keywords you enter in the search field.
Vacancy Name This is the name given to the Vacancy when the Vacancy Requisition was created.
Work Type This is the type of Work the Vacancy Requisition specifies, e.g. full time, part time, casual etc.
Number of Hires This is the Number of Hires the Vacancy Requisition requests approval for.
Target Date This is the Target Date for completion of the hire of the Vacancies specified in the Requisition.
Hiring Manager This is the Hiring Manager that the Vacancy Requisition has been submitted for.
Action This dropdown allows the User to select any/all of the following:
Authorise - authorise the Vacancy Requisition.
Reject - reject the Vacancy Requisition.
Create Vacancy - create a New Vacancy using the Vacancy Wizard.

The information required to complete the Vacancy Wizard includes:

  • Hiring Manager.
  • Recruitment Workflow (you will be given a set of Standard Workflows to choose from, or you can create your own).
  • Vacancy close date.
  • Interview commencing date.
  • Shortlist date.
  • Target date.
  • Date filled.
  • Location.
  • Department.
  • Division.
  • Business Area.
  • Work type.
  • Hours.
  • Pay structure.
  • Number of hire/s.
  • Salary cost.
  • Total salary cost.
  • Salary min.
  • Salary max.
  • Selling points.
  • Job description.
  • Talent search keywords.
  • Certificates & licences.
  • Skills.
  • Attributes.
  • Vacancy publication.

To create a “New Vacancy from Scratch,” use the New Vacancy Wizard.


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 add 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.
Search field Allows the User to filter a list of Applicants based on specific keywords.
Surname Applicant's Surname.
First Name Applicant's First Name.
Email 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 via the Action dropdown. This includes Applicant details, resume, Applicant summary export, applications submitted and link to their profile.


Request to Hire

This widget allows for Hiring Managers and HR Users to start and manage Request to Hire processes. Requests 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 keywords.
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.


Recruitment Surveys

This Widget allows for HR/People & Culture Managers to View and Action Recruitment Surveys that have been assigned to Applicants, Referees, Recruitment etc.

Field Name Description
Applicants Tab This tab displays all Active and Completed Recruitment Surveys.
Active (under Applicants Tab) Displays all Recruitment Surveys that are currently Active within the System.
Filter Allows the user to "Filter" items by Tag or Filter: E.g. Recruitment, Referee, Hiring Manager, Active Vacancies, etc.
Date dropdown Allows the user to specify a date range that will then list only HR Surveys that match that date range: E.g. 1 day, 1 week, fortnight, 1 month, 3 months, 6 months, 1 year, custom etc.
+ Create New Allows the user to create a new Recruitment Survey using the Recruitment Survey Wizard.
Search (Under Applicants Tab) This is a free text field that you can use to search Recruitment Surveys based on keywords you enter in the search field.
Survey (Under Active Tab) This lists the Recruitment Survey ID number.
Created On (Under Active Tab) This specifies the date on which that Recruitment Survey type was created.
Canvas Name (Under Active Tab) This specifies the type of Canvas/Survey that this particular Recruitment Survey is.
Type (Under Active Tab) This specifies what Type of Recruitment Surveys it is.
Relates To (Under Active Tab) This specifies which Applicant the Recruitment Survey relates to.
Date Started (Under Active Tab) This specifies the date on which that Recruitment Survey was started by the Employee listed in the previous column.
Date Completed (Under Active Tab) This specifies the date on which that Recruitment Survey was completed.
Action (Under Active Tab) This dropdown allows user to perform any/all of the following:
Open Canvas - view the Canvas/Survey
Results - View the results of the Canvas/Survey
Resend Link - Resend the Employee a link to that Canvas/Survey
Completed (under Applicants Tab) Displays all Recruitment Surveys that have been completed.
Survey (Under Completed Tab) This lists the Recruitment Survey ID number.
Created On (Under Completed Tab) This specifies the date on which that Recruitment Survey type was created.
Canvas Name (Under Completed Tab) This specifies the type of Canvas/Survey that this particular Recruitment Survey is.
Type (Under Completed Tab) This specifies what Type of Recruitment Surveys it is.
Relates To (Under Completed Tab) This specifies which Applicant the Recruitment Survey relates to.
Date Started (Under Completed Tab) This specifies the date on which that Recruitment Survey was started by the Employee listed in the previous column.
Date Completed (Under Completed Tab) This specifies the date on which that Recruitment Survey was completed by the Employee.
Action (Under Completed Tab) This dropdown allows user to perform any/all of the following:
Open Canvas - view the Canvas/Survey
Results - View the results of the Canvas/Survey
All(under Applicants Tab) Displays all Recruitment Surveys (Active and Completed) that are currently Active within the System.


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