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| | =Community Dashboard Options= | | =Community Dashboard Options= |
| | | | |
| − | THIS CONTENT IS CURRENT BEING UPDATED - To Navigate to this Dashboard and the Widgets (and access Community Dashboard functionality) follow these steps:
| + | To Navigate to this Dashboard and the Widgets (and access Community Dashboard functionality) follow these steps: |
| | *Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen). | | *Click on Dashboard ---> Home (In the menu on the left-hand side of the system/screen). |
| | *Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen). | | *Click on the "Dashboards Menu" Dropdown (the second dropdown menu from the top of the system/screen). |
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| | This Dashboard contains the following Widgets: | | This Dashboard contains the following Widgets: |
| | <br> | | <br> |
| − | 	1. 7 Widgets in this Dashboard
| + | 7 Widgets in this Dashboard |
| | <br> | | <br> |
| | *Survey - When there is a Survey Active. When there is not. This Widget will not appear. | | *Survey - When there is a Survey Active. When there is not. This Widget will not appear. |
| Line 22: |
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| | *What's Happening - Checking to see if there are any Incomplete Tasks, Showing people that have new Skills, People Who Started today. | | *What's Happening - Checking to see if there are any Incomplete Tasks, Showing people that have new Skills, People Who Started today. |
| | * Welcome - New Starters. | | * Welcome - New Starters. |
| − |
| |
| | <br> | | <br> |
| − |
| |
| | The widgets on the right hand side can be moved around, removed and inserted. They cannot be maximised. The Widgets on the left cannot be moved around or removed in the User Interface. You need to remove them or move them up or down via the Dashboard configuration in the Developer Solution. | | The widgets on the right hand side can be moved around, removed and inserted. They cannot be maximised. The Widgets on the left cannot be moved around or removed in the User Interface. You need to remove them or move them up or down via the Dashboard configuration in the Developer Solution. |
| − |
| |
| | | | |
| | ==Survey Community Dashboard - Survey== | | ==Survey Community Dashboard - Survey== |
| | | | |
| − | This Widget allows People and Culture Users and Hiring Managers to process Vacancy Requisitions based on Active Vacancies. New Vacancies can also be created from the [[New-Request-to-Hire-Wizard|Vacancy Requisition Wizard]] which is available via the Wizards "START" menu. | + | This Widget allow you to post Surveys here. When you are sending a Survey from the START option - HR Surveys, you can choose to place a Survey here. Like NPS, Pulse or Normal Surveys. Only one Survey at a time can be put here. If there is a normal Survey place here, there will be text saying "Respond to Survey". If the user Clicks this they will be taken to a Lightbox to Respond. For the NPS and Pulse Surveys, you can respond directly in the Widget by clicking on the relevant image/response and submitting. If a Comment has been included in the NPS / Pulse Survey, you will be prompted to comment. |
| | | | |
| − | <table border="1" width="100%" cellspacing="0">
| + | ==Who's out== |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Active Tab</font></b></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This Tab displays all the Active Vacancy Requisitions currently in the System.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Authorised Tab</font></b></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This Tab displays all the Vacancy Requisitions that have been Authorised.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Rejected Tab</font></b></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This Tab displays all the Vacancy Requisitions that have been Rejected.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>+ New Requisition</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Allows the User to create a new Vacancy Requisition using the [[New-Request-to-Hire-Wizard|“Vacancy Requisition”]] Wizard. This Wizard is also available via the "START" Button.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Search Vacancy Name</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is a free text field that you can use to search Vacancy Requisitions based on keywords you enter in the search field.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Reference Number</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is the Reference Number assigned to the Vacancy Requisition when it was created.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Vacancy Name </font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is the name given to the Vacancy when the Vacancy Requisition was created.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Work Type</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is the type of Work the Vacancy Requisition specifies, e.g. full time, part time, casual etc.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Number of Hires</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is the Number of Hires the Vacancy Requisition requests approval for.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Target Date</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is the Target Date for completion of the hire of the Vacancies specified in the Requisition.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Hiring Manager</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is the Hiring Manager that the Vacancy Requisition has been submitted for.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Attachment</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Requisition Attachment containing Requisition Information.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Actions</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This dropdown allows the User to select any/all of the following:<br>
| + | |
| − | *<b>Authorise/Reject/Forward</b> - Authorise, Reject or Forward the Vacancy Requisition.<br>
| + | |
| − | **<b>Note:</b> Users can include multiple Employees in the Authorisation process. The original recipient of the Authorisation request has the option to 'Authorise' or 'Forward' the Authorisation. If Authorised, the request is completed. If forwarded, it is assumed that the forwarding Employee has given their Authorisation for that request and is forwarding the request on tot he next Authoriser. This process can be done multiple times. When forwarded, the request isn't completed/full Authorised until the an Employee (the most senior or final in the process) selects 'Authorise.' This completes the Authorisation process. A history of all Employees with a date and time stamps is added to the Authorisation request each time it is forwarded, so that all previous Authorisations can be seen by the subsequent Employee.
| + | |
| − | *<b>Create Vacancy</b> - create a New Vacancy using the [[New-Vacancy-Wizard|New Vacancy Wizard]].<br>
| + | |
| − | *<b>View Details</b> - allows the User to View the authorised Vacancy Requisition Form.<br>
| + | |
| − | The information that is available via "View" includes:
| + | |
| − | *Created Date.
| + | |
| − | *Job Name.
| + | |
| − | *Department.
| + | |
| − | *Division.
| + | |
| − | *Location.
| + | |
| − | *Reference number.
| + | |
| − | *Approval status.
| + | |
| − | *Hiring Manager.
| + | |
| − | *Authoriser.
| + | |
| − | *Authorisation date.
| + | |
| − | *Target date.
| + | |
| − | *Work type.
| + | |
| − | *General notes.
| + | |
| − | *Number to hire.
| + | |
| − | *Rejected date (if relevant).
| + | |
| − | *Total salary cost.
| + | |
| − | *Equipment notes.
| + | |
| − | *Equipment notes recipient.
| + | |
| − | *Send equipment notes.
| + | |
| − | *Attachment.
| + | |
| | | | |
| − | The information required to complete the Vacancy Wizard includes:
| + | This Widget shows whos out for Today, Tomorrow and two weeks forward (Upcoming) facing from the day after tomorrow. For Any authorised absence. |
| − | *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|New Vacancy Wizard]].
| + | |
| − | </font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| | | | |
| − | ==Recruitment - Applicant Management Widget== | + | ==Celebrations== |
| | | | |
| − | 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. New Applicants can also be created from the [[New-Applicant-Wizard|New Applicant]] Wizard which is available via the Wizards "START" menu. | + | This shows people who are either having a Birthday or have a Work Anniversary. The information is shown for Yesterday, Today and two weeks forward facing from Today. |
| | | | |
| − | Applicants can also be transitioned to a New Employee from the Applicant Management Widget. To see instructions for this process, go to the "[[New-Employee-Wizard#Applicant|Applicant]]" section of the [[New-Employee-Wizard|New Employee Wizard]].
| + | ==Company Links== |
| − |
| + | |
| − | <table border="1" width="100%" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>+ New Applicant</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This allows the user to create a new applicant using the [[New-Applicant-Wizard|"New Applicant"]] Wizard. This Wizard is also available via the "START" Button.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Search field</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Allows the User to filter a list of Applicants based on specific keywords.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Surname</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Applicant's Surname.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">First Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Applicant's First Name.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Email</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Applicant's email address.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Mobile</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Applicant's mobile number.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Current Stage</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">The current stage the applicant is at. E.g. 1st Interview, Interview 2 Face to Face, Contract Sign Off etc.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Vacancy</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">The Vacancy the applicant is related to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Actions</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Applicant 'Details' can be viewed and entered via the Action dropdown. Selecting Details via this pathway triggers a popup that includes:
| + | |
| − | 	1. Applicant and application engagement/actions details.
| + | |
| − | <br>
| + | |
| − | 	2. Links to 'View Documents' uploaded by the Applicant as part of their application process. The standard files that Applicants can attach (and which can be 'Viewed' here) include:
| + | |
| − | *CV/Resume.
| + | |
| − | *Cover Letter.
| + | |
| − | *Selection Criteria.
| + | |
| − | *Education & Qualifications - Transcripts (from Educational Institutions).
| + | |
| − | *Certificates & Licences.
| + | |
| − | *Background Checks.
| + | |
| | | | |
| − | <b>NOTE:</b>
| + | SA users can use this Widget to create URL Links for users to Click on and Access Information on other website. There can be 10 Links before there is pagination. |
| − | *The documents that an Applicant is asked for (and which will therefore be available via Attachments if collected) depends on the 'Jobs Board Step' settings on the [[New-Vacancy-Wizard|New Vacancy Wizard]]. These settings need to be marked as 'Mandatory' in order for any/all of the above documents to be collected during the Application process.
| + | |
| − | *Alternatively, a larger range of documents can be viewed via the following:
| + | |
| − | **Applicant Management widget > Action > Details > View Documents.
| + | |
| − | **Vacancy Management widget > Click on the Applicant's name > View Documents.
| + | |
| − | **General Menu (left-hand side of System) > Recruitment > Applicant > select and Applicant, access documents via the following options:
| + | |
| − | ***Applicant masterfile.
| + | |
| − | ***Background Check.
| + | |
| − | ***Canvases & Documents.
| + | |
| − | ***Contract.
| + | |
| − | ***Certificates & Licences.
| + | |
| − | ***Vacancies > Cover Letter.
| + | |
| − | ***Education & Qualifications.
| + | |
| | | | |
| − | 	3. Applicant summary export - generates a summary of the Applicant's profile.
| + | ==What's Happening== |
| − | <br>
| + | |
| − | 	4. Applicant Record cost - displays any costs associated with the recruitment of the Applicant.
| + | |
| − | <br>
| + | |
| − | 	5. View Applicant Profile - displays the Applicant's full profile.
| + | |
| − | <br>
| + | |
| − | 	6. Applications submitted - displays the number of applications submitted by the Applicant.
| + | |
| − | <br>
| + | |
| − | 	7. Applicant Notes (which can also be created here via the Applicant Management Widget) are recorded in the "Notes" Tab of the Vacancy that Applicant has applied for. To navigate to this Notes Tab, the pathway is: General Menu (left-hand side of screen) --> Recruitment --> Applicant --> Select an Applicant --> Select Vacancies (left-hand side of screen) --> Select the Vacancy against which you created the note --> Select the Notes Tab. Notes created this way are saved against the Vacancy for which that Applicant applied. All Notes are also recorded in the Applicant [[Applicant-Notes|Path]].
| + | |
| − | | + | |
| − | Alternatively, you can create Notes directly into the Applicant record. To navigate to this Notes Tab, the pathway is: General Menu (left-hand side of screen) --> Recruitment --> Applicant --> Select an Applicant --> Notes (left-hand side of screen) --> Select "+ Create New" --> Create and save (green button on the top right) a Note. Notes created in this way are saved against the Applicant record only. All Notes are recorded in the Applicant [[Applicant-Notes|Path]]. Certificate and Licence, Education and Qualifications, Work History and Background Check Records for the person and be seen on the left hand side of the LightBox when you open it using the Details ACTION. They are under the Applicant History.
| + | |
| − | </font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| − | | + | |
| − | ==Recruitment - Vacancy Management Widget== | + | |
| − | | + | |
| − | 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 and Applicants can be moved/transitioned through the entire Recruitment lifecycle via the Vacancy Management Widget. New Vacancies can also be created via "+New Vacancy" or from the [[New-Vacancy-Wizard|New Vacancy Wizard]] which is available via the Wizards "START" menu.
| + | |
| − | | + | |
| − | | + | |
| − | The Vacancy Management Widget can be used to transition a User from Applicant to New Employee via the "Action" menu option > Create Employee.
| + | |
| − | | + | |
| − | Alternatively, Users can create a New Employee via the [[New-Employee-Wizard|New Employee Wizard]] menu option > Applicant.
| + | |
| − | | + | |
| − | In both instances, the following Applicant data will be transferred to the New Employee record as part of this process:
| + | |
| − | *Name.
| + | |
| − | *DOB.
| + | |
| − | *Address.
| + | |
| − | *Education.
| + | |
| − | *Certificates & Licences.
| + | |
| − | *Background Checks.
| + | |
| − | | + | |
| − |
| + | |
| − | <table border="1" width="100%" cellspacing="0">
| + | |
| − | <tr>
| + | |
| − | <td width="206"><b><font face="Arial" size="2">Field Name</font></b></td>
| + | |
| − | <td width="484"><b><font face="Arial" size="2">Description</font></b></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>+ New Vacancy</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This Allows the User to create a New Vacancy using the [[New-Vacancy-Wizard|”New Vacancy”]] Wizard. This Wizard is also available via the "START" Button.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Search Application Name</b> (Under Employees Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is a free text field that you can use to search Applications/Applicants based on keywords you enter in the search field.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Action (Dropdown Menu)</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This dropdown allows the User to manage, process and communicate with Applicants. The options are:
| + | |
| − | *Unsuccessful.
| + | |
| − | *Position filled.
| + | |
| − | *Withdrawn.
| + | |
| − | *Hired.
| + | |
| − | *Forward.
| + | |
| − | *Create Employee.
| + | |
| − | *Send General Email.
| + | |
| − | *Interview (first or second).
| + | |
| − | </font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Move To (Dropdown Menu)</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This dropdown allows the User to Move the Applicant to the next stage of the Recruitment Workflow. Options include:
| + | |
| − | *Acknowledge.
| + | |
| − | *Interview.
| + | |
| − | *Screening.
| + | |
| − | *Reference Check.
| + | |
| − | *Offer.
| + | |
| − | *Contract Sign-Off.
| + | |
| − | </font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Location (Dropdown Menu)</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">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).</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Position (Dropdown Menu)</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This dropdown allows the User to view, manage and process Applicants for all the different Positions with active Vacancies.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <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 [[Setting-up-recruitment-workflows|Recruitment Workflow]] used for the particular Vacancy. Options include:
| + | |
| − | *Acknowledge - selecting this step will display all Applicants at the Acknowledge step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | *Phone Culling - including Interview 1, Interview 2 - selecting this step will display all Applicants at the Phone Culling step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | *Interview - including Interview 1, Interview 2 - selecting this step will display all Applicants at the Interview step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | *Screening - selecting this step will display all Applicants at the Screening step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | *Reference Check - selecting this step will display all Applicants at the reference Check step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | *Employee Authorisation -selecting this step will display all Applicants at the Authorisation step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | *Offer - selecting this step will display all Applicants at the Offer step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | *Contract Sign Off - selecting this step will display all Applicants at the Contract Sign Off step for the Vacancy selected under the 'Position' menu and the 'Location' menu in the table below.
| + | |
| − | <b>Note:</b> Reference Check questionnaires can only be sent (this can be done via the 'Recruitment Questions' Widget - see below) to Referees once the Applicant has been moved to the 'Referee' step. Until this point, the 'Reference Check' column in the table visible on this step will remain as N/A. Once a Reference questionnaire has been sent to a Referee, the Questionnaire will appear in this column as a link that can be opened so that the questionnaire and responses can be viewed.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Manage Tool</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">The Manage Tool allows Users to view, manage and process Applicants based on the options selected in the “Position” and “Step” dropdowns.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Applicant Name</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">The name of the Applicant who has applied for one of your Vacancies is displayed here. Applicant 'Details' can be viewed by clicking on the Applicant's name, which triggers a popup that includes:
| + | |
| − | 	1. Applicant and application engagement/actions details.
| + | |
| − | <br>
| + | |
| − | 	2. Links to 'View Documents' uploaded by the Applicant as part of their application process. The standard files that Applicants can attach (and which can be 'Viewed' here) include:
| + | |
| − | *CV/Resume.
| + | |
| − | *Cover Letter.
| + | |
| − | *Selection Criteria.
| + | |
| − | *Education & Qualifications - Transcripts (from Educational Institutions).
| + | |
| − | *Certificates & Licences.
| + | |
| − | *Background Checks.
| + | |
| − | | + | |
| − | Under the Applicant Vacancy History on the left handside, the Applicants Certificate and Licence Records, Background Check Records, References, Work History records can be seen.
| + | |
| − | | + | |
| − | <b>NOTE:</b>
| + | |
| − | *The documents that an Applicant is asked for (and which will therefore be available via Attachments if collected) depends on the 'Jobs Board Step' settings on the [[New-Vacancy-Wizard|New Vacancy Wizard]]. These settings need to be marked as 'Mandatory' in order for any/all of the above documents to be collected during the Application process.
| + | |
| − | *Alternatively, a larger range of documents can be viewed via the following:
| + | |
| − | **Applicant Management widget > Action > Details > View Documents.
| + | |
| − | **Vacancy Management widget > Click on the Applicant's name > View Documents.
| + | |
| − | **General Menu (left-hand side of System) > Recruitment > Applicant > select and Applicant, access documents via the following options:
| + | |
| − | ***Applicant masterfile.
| + | |
| − | ***Background Check.
| + | |
| − | ***Canvases & Documents.
| + | |
| − | ***Contract.
| + | |
| − | ***Certificates & Licences.
| + | |
| − | ***Vacancies > Cover Letter.
| + | |
| − | ***Education & Qualifications.
| + | |
| − | | + | |
| − | 	3. Applicant summary export - generates a summary of the Applicant's profile.
| + | |
| − | <br>
| + | |
| − | 	4. Applicant Record cost - displays any costs associated with the recruitment of the Applicant.
| + | |
| − | <br>
| + | |
| − | 	5. View Applicant Profile - displays the Applicant's full profile.
| + | |
| − | <br>
| + | |
| − | 	6. Applications submitted - displays the number of applications submitted by the Applicant.
| + | |
| − | <br>
| + | |
| − | 	7. Applicant Notes (which can also be created here via the Applicant Management Widget) are recorded in the "Notes" Tab of the Vacancy that Applicant has applied for. To navigate to this Notes Tab, the pathway is: General Menu (left-hand side of screen) --> Recruitment --> Applicant --> Select an Applicant --> Select Vacancies (left-hand side of screen) --> Select the Vacancy against which you created the note --> Select the Notes Tab. Notes created this way are saved against the Vacancy for which that Applicant applied. All Notes are also recorded in the Applicant [[Applicant-Notes|Path]].
| + | |
| | | | |
| − | Alternatively, you can create Notes directly into the Applicant record. To navigate to this Notes Tab, the pathway is: General Menu (left-hand side of screen) --> Recruitment --> Applicant --> Select an Applicant --> Notes (left-hand side of screen) --> Select "+ Create New" --> Create and save (green button on the top right) a Note. Notes created in this way are saved against the Applicant record only. All Notes are recorded in the Applicant [[Applicant-Notes|Path]].</font></td>
| + | Shows the user any new skills that have been obtained by Staff (Will show the Skills here for 7 Days following the creation of the Skill). Any Overdue Tasks for that User and Who is starting on the current day (Today). "Go To Inbox" will take you to the Inbox to allow you to complete "Overdue" Tasks. |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Attachments</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Files attached by an Applicant during their application process are available/accessible here. The standard files that Applicants can attach (and which can be 'Viewed' here) include:
| + | |
| − | *CV/Resume.
| + | |
| − | *Cover Letter.
| + | |
| − | *Selection Criteria.
| + | |
| − | *Transcripts (from Educational Institutions).
| + | |
| | | | |
| − | <b>NOTES:</b>
| + | ==Welcome to (Company Name)== |
| − | *The documents that an Applicant is asked for (and which will therefore be available via Attachments if collected) depends on the 'Jobs Board Step' settings on the [[New-Vacancy-Wizard|New Vacancy Wizard]]. These settings need to be marked as 'Mandatory' in order for any/all of the above documents to be collected during the Application process.
| + | |
| − | *Alternatively, a larger range of documents can be viewed via the following:
| + | |
| − | **Applicant Management widget > Action > Details > View Documents.
| + | |
| − | **Vacancy Management widget > Click on the Applicant's name > View Documents.
| + | |
| − | **General Menu (left-hand side of System) > Recruitment > Applicant > select and Applicant, access documents via the following options:
| + | |
| − | ***Applicant masterfile.
| + | |
| − | ***Background Check.
| + | |
| − | ***Canvases & Documents.
| + | |
| − | ***Contract.
| + | |
| − | ***Certificates & Licences.
| + | |
| − | ***Vacancies > Cover Letter.
| + | |
| − | ***Education & Qualifications.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Reference Check</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column displays the the name (and a link to) the Reference questionnaire sent to any Referees via the Recruitment Surveys Widget.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Progress / Reject Buttons</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This column allows the User to take action in relation to the Applicant. There are two options:
| + | |
| − | *Progress - which will progress the Applicant to the next step.
| + | |
| − | *Reject - which will reject the Applicant, which will complete their application process.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">CVCheck Result - Document Icon</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">If CVCheck APP is installed and being used, the Check Results will appear here. Click on the Document Icon to View.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Score (Auto)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">The Auto Score for the Applicant (which is based on the parameters entered when creating a New Vacancy) is displayed here. This feature uses data from the following steps/fields and calculates an 'Auto Score' (if a 'score' amount is assigned in the New Vacancy Wizard):
| + | |
| − | *Keywords - scored based on the amount assigned in the New Vacancy Wizard.
| + | |
| − | *Certificates & Licences - scored based on the amount assigned in the New Vacancy Wizard.
| + | |
| − | *Skills - scored based on keywords specified at the 'Keyword' step (see above).
| + | |
| − | *Education - scored based on the amount assigned in the New Vacancy Wizard and relates to the 'Education' field on the New Vacancy Wizard.
| + | |
| − | *Work History - scored based on the 'Type/Industry' field on the 'Work Experience' step, and if a 'Keyword' is found in the Applicant's Work History (Job Title/Role), the Applicant will also score the points assigned to that Keyword.
| + | |
| − | <b>Notes:</b>
| + | |
| − | *Applicant documents like CV/Resume and Cover Letter are scanned (where possible, depending on file format) for relevant Keywords etc.
| + | |
| − | *Content submitted as part of the application process/workflow (for example - if a survey is included as part of the recruitment workflow). Question/s on the survey that have a score assigned to an answer/s for will be included in the auto-score.
| + | |
| − | *If the Applicant has answered questions as part of their application process and their answers are correct, this improves their score.
| + | |
| − | *The file types that Applicants can upload are:
| + | |
| − | **Word (docx).
| + | |
| − | **Pdf.
| + | |
| − | **Rich Text (rtf).
| + | |
| − | **Png.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Score (Manual)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">The Manual Score for the Applicant, which is based on the parameters you added when creating the Vacancy is displayed here.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Source</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This is the Source via which the Applicant saw and applied for the Vacancy.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Repeat Applicant Flag</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This will appear based on the setting being activated in Recruitment settings that show if someone has applied for X number of Vacancies without being hired</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Action Button - Right Hand Side of Screen</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">If the "Step" in the Recruitment Workflow - Applicant Processing option is either Background Check or Reference Check Type, there will be "Action" Buttons available. These Actions Buttons allow for the P&C user to run Manual Checks or if the CVCheck App is installed, you can run Automated CVCheck Checks based on the Packages you have set-up with CVCheck. <br>
| + | |
| − | <b>CVCheck Reference/Background Check</b>. Select this option, in the Wizard and you will see the Applicant Name and Vacancy Name you are running the Check for. Click Next to "Select" the Package you want to run the check based on. If the Checks/Packages selected have already been done, you will be notified of this in the next step of the Wizard. Click Next to view the Packages you have selected. If you want to link a Record to the check from Subscribe-HR which has been created by the Applicant through the Job Board, you can do this, or you can create a New Record. If neither is done, Subscribe-HR will create an Auto generated record. Last Step is Submit. Once you do this the check is Submitted and the Check Results will be returned by CVCheck to Subscribe-HR when this check is done (speak to CVCheck about times for returned checks). The Results can be seen by Clicking on "CVCheck Result". Note if you run a CVCheck Reference Check, you can link a Reference to Work History / Experience.<br>
| + | |
| − | <b>S-HR Reference Check or Background Check (Non-Automated</b>. Select this option, you will be able to "Select Check Type". The Check Types you can select are: Background Check, Certificate and Licence Check, Education and Qualifications. For example if you select Background Check, and go Next, you will see all of the Background Check Records if there are any. If you want to create a New Record, you can do this from here. All this does is create the Record for the Manual Check. Use this if you are not using CVCheck for running your automated Check. Just a quick easy way to record the record.<br>
| + | |
| − | If you select <b>S-HR Reference Check</b> you can see all the References if they have been submitted through the Job Board. If you would like to create a Reference here, "Click Create New Referee" button. If you want to send a Reference Check Survey/Form via Subscribe-HR through this option, Click the "Action" Button. "Send Survey", this will start the option for sending the relevant SHaRe survey/Form you have set-up. Please note you can also create Work History and link it to a Reference from this section.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Bulk Checks</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">If you select "Multiple" Applicants using the Checkbox's on the left hand side of the Widget next to the Applicant names, the Bulk option will appear Top Right of the Widget. Select this button and you will see the names of the Applicants you have selected. You can select the "+" icon on the left hand side of the screen to view the History of the Orders for each Applicant. Select next in the Wizard and you will be able to select the Packages. If there is anyone who already has these checked for this Vacancy, the Validation will let you know. </font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| | | | |
| − | ==Recruitment - Recruitment Surveys Widget==
| + | This shows New Starters. The widget will show these people here for 2 weeks following the "Start Date'. |
| | | | |
| − | This Widget allows People and Culture Users and Hiring Managers to View and Action Recruitment Surveys that have been assigned to Applicants, Referees, Recruitment etc. New Recruitment Surveys can also be created from the [[New-Canvas-Recruitment|Recruitment Surveys Wizard]] which is available via the Wizards "START" menu.
| + | ==Announcements and Acknowledgements== |
| | | | |
| − | <table border="1" width="100%" cellspacing="0">
| + | Shows All Announcements and Acknowledgements across the Organisation. Acknowledgements can be created from this widget (Create Acknowledgement). All Announcements and Acknowledgments can be seen by all users accessing the Community Dashboard. |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Field Name</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"><b>Description</b></font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Applicants Tab</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This tab displays all Active and Completed Recruitment Surveys.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Active (under Applicants Tab)</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Displays all Recruitment Surveys that are currently Active within the System.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Filter</b></font></td>
| + | |
| − | <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>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Date dropdown</b></font></td>
| + | |
| − | <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 (a date picker will open if you select this option) etc.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>+ Create New</b></font></td>
| + | |
| − | <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]]. This Wizard is also available via the "START" Button.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Search</b> (Under Applicants Tab)</font></td>
| + | |
| − | <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>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Survey (Under Active Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This lists the Recruitment Survey ID number.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Created On (Under Active Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey type was created.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Canvas Name (Under Active Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This specifies the type of Canvas/Survey that this particular Recruitment Survey is.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Type (Under Active Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This specifies what Type of Recruitment Surveys it is.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Relates To (Under Active Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This specifies which Applicant the Recruitment Survey relates to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started (Under Active Tab)</font></td>
| + | |
| − | <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>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed (Under Active Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey was completed.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Actions (Under Active Tab)</font></td>
| + | |
| − | <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>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>Completed</b> (under Applicants Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Displays all Recruitment Surveys that have been completed.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Survey (Under Completed Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This lists the Recruitment Survey ID number.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Created On (Under Completed Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey type was created.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Canvas Name (Under Completed Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This specifies the type of Canvas/Survey that this particular Recruitment Survey is.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Type (Under Completed Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This specifies what Type of Recruitment Surveys it is.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Relates To (Under Completed Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2"> This specifies which Applicant the Recruitment Survey relates to.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Started (Under Completed Tab)</font></td>
| + | |
| − | <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>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Date Completed (Under Completed Tab)</font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">This specifies the date on which that Recruitment Survey was completed by the Employee.</font></td>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2">Actions (Under Completed Tab)</font></td>
| + | |
| − | <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>
| + | |
| − | </tr>
| + | |
| − | <tr>
| + | |
| − | <td width="206"><font face="Arial" size="2"><b>All (under Applicants Tab)</b></font></td>
| + | |
| − | <td width="484"><font face="Arial" size="2">Displays all Recruitment Surveys (Active and Completed) that are currently Active within the System.</font></td>
| + | |
| − | </tr>
| + | |
| − | </table>
| + | |
| | | | |
| | | | |
| | [[File:subscribehr_logo.gif]] | | [[File:subscribehr_logo.gif]] |
To Navigate to this Dashboard and the Widgets (and access Community Dashboard functionality) follow these steps:
This Widget allow you to post Surveys here. When you are sending a Survey from the START option - HR Surveys, you can choose to place a Survey here. Like NPS, Pulse or Normal Surveys. Only one Survey at a time can be put here. If there is a normal Survey place here, there will be text saying "Respond to Survey". If the user Clicks this they will be taken to a Lightbox to Respond. For the NPS and Pulse Surveys, you can respond directly in the Widget by clicking on the relevant image/response and submitting. If a Comment has been included in the NPS / Pulse Survey, you will be prompted to comment.
This Widget shows whos out for Today, Tomorrow and two weeks forward (Upcoming) facing from the day after tomorrow. For Any authorised absence.
This shows people who are either having a Birthday or have a Work Anniversary. The information is shown for Yesterday, Today and two weeks forward facing from Today.
SA users can use this Widget to create URL Links for users to Click on and Access Information on other website. There can be 10 Links before there is pagination.
Shows the user any new skills that have been obtained by Staff (Will show the Skills here for 7 Days following the creation of the Skill). Any Overdue Tasks for that User and Who is starting on the current day (Today). "Go To Inbox" will take you to the Inbox to allow you to complete "Overdue" Tasks.
This shows New Starters. The widget will show these people here for 2 weeks following the "Start Date'.
Shows All Announcements and Acknowledgements across the Organisation. Acknowledgements can be created from this widget (Create Acknowledgement). All Announcements and Acknowledgments can be seen by all users accessing the Community Dashboard.
