Recruitment Dashboard Widgets
From Subscribe-HR Wiki Help
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<td width="206"><font face="Arial" size="2"><b> Step (Dropdown Menu)</b></font></td> | <td width="206"><font face="Arial" size="2"><b> Step (Dropdown Menu)</b></font></td> | ||
| − | <td width="484"><font face="Arial" size="2"> This dropdown allows the User to view which Vacancies are at which step in the Recruitment | + | <td width="484"><font face="Arial" size="2"> This dropdown allows the User to view which Vacancies are at which step in the [[Setting-up-recruitment-workflows|Recruitment Workflows]].</font></td> |
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<td width="206"><font face="Arial" size="2">Action</font></td> | <td width="206"><font face="Arial" size="2">Action</font></td> | ||
| − | <td width="484"><font face="Arial" size="2">This dropdown allows the User to take Action to progress the Applicant through the Recruitment Workflow.</font></td> | + | <td width="484"><font face="Arial" size="2">This dropdown allows the User to take Action to progress the Applicant through the [[Setting-up-recruitment-workflows|Recruitment Workflow]].</font></td> |
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Revision as of 05:31, 2 July 2021
Contents
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 Wizards "START" 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. |
| Rejected | This Tab displays all the Vacancy Requisitions that have been Rejected. |
| 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.View - allows the User to View the authorised Vacancy Requisition Form. The information required to complete the Vacancy Wizard includes:
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, access, view and manage 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. |
| 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. |
Vacancy Management
This Widget allows People and Culture Users and Hiring Managers to view, manage and process Vacancies. All the functionality needed to manage active Vacancies is available in this Widget.
| Field Name | Description |
| + New Vacancy | This Allows the User to create a New Vacancy using the ”New Vacancy” Wizard. |
| Search Application Name (Under Employees Tab) | This is a free text field that you can use to search Applications/Applicants based on keywords you enter in the search field. |
| Action (Dropdown Menu) | This dropdown allows the User to manage, process and communicate with Applicants. |
| Move To (Dropdown Menu) | This dropdown allows the User to Move the Applicant to the next stage of the Recruitment Workflow. |
| Location (Dropdown Menu) | This dropdown allows the User to view, manage and process Applicants for different Business locations (if you have different locations set up in your System). |
| Position (Dropdown Menu) | This dropdown allows the User to view, manage and process Applicants for all the different Positions with active Vacancies. |
| Step (Dropdown Menu) | This dropdown allows the User to view which Vacancies are at which step in the Recruitment Workflows. |
| Manage Tool | The Manage Tool allows Users to view, manage and process Applicants based on the options selected in the “Position” and “Step” dropdowns. |
| Applicant Name | The name of the Applicant who has applied for one of your Vacancies. |
| File | All files attached by an Applicant during their application process are available/accessible here. |
| Action | This dropdown allows the User to take Action to progress the Applicant through the Recruitment Workflow. |
| Score (Auto) | This Auto Score for the Applicant is based on the parameters you added when creating the Vacancy. |
| Score (Manual) | This Manual Score for the Applicant is based on the parameters you added manually to score the Applicant’s suitability for the Vacancy. |
| Source | This is the Source via which the Applicant saw and applied for the Vacancy. |
Recruitment Surveys
This Widget allows for Recruitment/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 (a date picker will open if you select this option) 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. |
