Recruitment Dashboard Widgets

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==Vacancy Requisition Management==
 
==Vacancy Requisition Management==
  
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This widget allows for Hiring Managers and HR Users to process applicants based on Active Vacancies. New Vacancies can also be created from "New Vacancy" option on the top right of the widget. The "New Vacancy" option is also available in "START" Wizards.
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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|New Vacancy Wizard]]. The "New Vacancy Wizard" option is also available via "START" Wizards menu.
  
 
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</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Check Box</font></td>
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<td width="206"><b><font face="Arial" size="2">Active</font></b></td>
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<td width="484"><font face="Arial" size="2">Select the Applicant/s you want to Move or assign Actions too.</font></td>
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<td width="484"><font face="Arial" size="2">This Tab displays all the Active Vacancy Requisitions currently in the System.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Flags</font></td>
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<td width="206"><b><font face="Arial" size="2">Authorised</font></b></td>
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<td width="484"><font face="Arial" size="2">These can be used by you to tag people based on your meaning for that colour. E.g. Red might mean that the person is not going to be progressed but you have not rejected them using "Action" or "Move To"</font></td>
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<td width="484"><font face="Arial" size="2">This Tab displays all the Vacancy Requisitions that have been Authorised.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Action</font></td>
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<td width="206"><b><font face="Arial" size="2">Reference Number</font></b></td>
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<td width="484"><font face="Arial" size="2">Allows you to Create Employee (New Employee Wizard, Onboarding, Copy Information to Core-HR, Send General E-mail (Send E-mail to Applicant), Mark as Unsuccessful, Forward (Send Applicant Information to Manager), Interview (Schedule an Interview) Etc </font></td>
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<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>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Move To</font></td>
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<td width="206"><font face="Arial" size="2"><b>+ New Requisition</b></font></td>
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<td width="484"><font face="Arial" size="2">Select the Applicant/s (Check Box), and then move to relevant stage of the Recruitment Workflow. Note if you "Move To" Face to Face Interview, you will be prompted to set-up a Interview. If you "Move To" "Employee Authorisation" there will be an option to send an "Employee Authorisation" to a Manager.</font></td>
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<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]].</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Applicant Name</font></td>
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<td width="206"><font face="Arial" size="2"><b>Search Vacancy Name</b> (Under Employees Tab)</font></td>
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<td width="484"><font face="Arial" size="2">Click on the Applicant Name to see a Summary (in a pup-up box) or the Applicants information. Including Number of Applications, Social Media, CV, Cover Letter, Applicant Questions which have been tagged in the Applicant Questionnaire which was used for the Vacancy, Notes.</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 Vacancy Requisitions based on keywords you enter in the search field.</font></td>
 
</tr>
 
</tr>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">CV</font></td>
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<td width="206"><font face="Arial" size="2">Vacancy Name </font></td>
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<td width="484"><font face="Arial" size="2">Click on the "CV" and it will open up. If the CV was attached in Word, it will open in PDF - for faster Loading. Click on "Cover Letter" and any transcript if these has been asked for.</font></td>
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<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>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Employee Authorisation</font></td>
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<td width="206"><font face="Arial" size="2">Work Type</font></td>
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<td width="484"><font face="Arial" size="2">This is a step that can be assigned to the Recruitment Workflow. If this Workflow step is used, and the Applicant is moved to this step, the system will show an "Employee Authorsation" option. Click this to select a Manager to send the Authorisation too. You can type in notes to be sent with the Authorisation. Once sent, the option with show "Authorisation Pending. If Authorisaed it will show "Employee Authorised". If rejected it will show "Authorisation Rejected". This information will also be available in the "Request to Hire and Employee Authorisation" Widget.</font></td>
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<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>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Progress</font></td>
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<td width="206"><font face="Arial" size="2">Number of Hires</font></td>
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<td width="484"><font face="Arial" size="2">This Button can be used to "Progress" the applicant to the next Step of the Workflow.</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>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Reject</font></td>
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<td width="206"><font face="Arial" size="2">Target Date</font></td>
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<td width="484"><font face="Arial" size="2">This can be used to "Reject" the Applicant. This will place a line through the Applicants Name.</font></td>
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<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>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Hide</font></td>
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<td width="206"><font face="Arial" size="2">Hiring Manager</font></td>
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<td width="484"><font face="Arial" size="2">This will allow you to "Hide" unsuccessful / rejected Applicants.</font></td>
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<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>
 
<tr>
 
<tr>
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<td width="206"><font face="Arial" size="2">Fields available</font></td>
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<td width="206"><font face="Arial" size="2">Action</font></td>
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<td width="484"><font face="Arial" size="2">These can be added and removed from Settings - Recruitment. Only the first 4 selected will show in Mobile view. Country, Address, Auto Score, Manual Score. Applicant Name, File and Action - Mandatory.</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</b> - authorise the Vacancy Requisition<br><b>Reject</b> - reject the Vacancy Requisition><br><b>Create Vacancy</b> - create a New Vacancy using the Vacancy Wizard<br>
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</tr>
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<tr>
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The information required to complete the Vacancy Wizard includes:
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<td width="206"><font face="Arial" size="2">Auto Score</font></td>
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*Hiring Manager.
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<td width="484"><font face="Arial" size="2">Click on this to show the information which has been used to calculate the "Auto Score". E.g. Certificates and Licences, Education and Qualifications, Responses to the Questionnaire that was used.</font></td>
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*Recruitment Workflow (you will be given a set of Standard Workflows to choose from, or you can create your own).
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</tr>
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*Vacancy close date.
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<tr>
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*Interview commencing date.
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<td width="206"><font face="Arial" size="2">Vacancy Selector</font></td>
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*Shortlist date.
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<td width="484"><font face="Arial" size="2">Located on the Top Right of the Widget. Allows the user to move between Vacancies. The number next to the Vacancy Name show the Total Number of Applicants for that Vacancy.</font></td>
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*Target date.
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</tr>
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*Date filled.
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<tr>
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*Location.
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<td width="206"><font face="Arial" size="2">Workflow Step Selector</font></td>
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*Department.
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<td width="484"><font face="Arial" size="2">Top Right of the Widget. on the right of the Vacancy Selector. Allow you to move between steps. The number next to the Workflow Step name shows you the number of applicants at that step.</font></td>
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*Division.
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</tr>
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*Business Area.
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<tr>
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*Work type.
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<td width="206"><font face="Arial" size="2">New Vacancy</font></td>
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*Hours.
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<td width="484"><font face="Arial" size="2">Top Right of the Widget. Starts the New Vacancy Wizard, for you to be able to create and publish a New Vacancy. This is also available from the "START" options</font></td>
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*Pay structure.
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</tr>
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*Number of hire/s.
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<tr>
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*Salary cost.
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<td width="206"><font face="Arial" size="2">+ Icon</font></td>
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*Total salary cost.
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<td width="484"><font face="Arial" size="2">Shows up when in Mobile View. Select the + Option to see all information available in the Widget for each Applicant. Select - to Close.</font></td>
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*Salary min.
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*Salary max.
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*Selling points.
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*Job description.
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*Talent search keywords.
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*Certificates & licences.
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*Skills.
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*Attributes.
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*Vacancy publication.
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To create a “New Vacancy from Scratch,” use the [[New-Vacancy-Wizard|New Vacancy Wizard.]]
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</font></td>
 
</tr>
 
</tr>
 
</table>
 
</table>

Revision as of 00:45, 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. The "New Vacancy Wizard" option is also available via "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 (Under Employees Tab) 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.


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.

Applicant Management

This widget allows People and Culture users and Hiring Managers to search and access all applicants. You can search for applicants and then view a Vacancy Summary for the Applicant. You can also type in Adhoc Notes to the Applicant record.

Field Name Description
New Applicant This allows the user to create a new applicant through the New Applicant wizard. This is also available through the "START" options.
Search field Allows user to filter down list of applicants to 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 in via Action dropdown. This also includes applicant details, resume, applicant summary export, applications submitted and link to their profile.

Recruitment - Tasks and Notifications

The Tasks and Notifications Widget allow users who have access to "Team Dashboards" to receive, send and interact with "Quick Tasks" and automatically triggered workflows. These Task and Notification items are also delivered into the "Inbox". "Quick Tasks" can be sent from, the "Start" option, or from the "Tasks and Notifications" Widget itself.
This is a list of Standard "Tasks and Notifications" functionality.

  1. Search - Text Search e.g. Search on Task Name - Request or Authorisation.
  2. Quick Task- This allows the user to send a Task or Notification to: another user or themselves. The recipient list will indicate who their Manager is and HR users.
  3. Today - Shows the user Tasks and Notification for "Today". The numbers will indicate how many items are relevant.
  4. Upcoming - Shows the user what Tasks and Notifications are "Upcoming". The numbers will indicate how many items are relevant.
  5. Overdue - Shows the user what Tasks and Notifications are "Overdue". The numbers will indicate how many items are relevant.
  6. Completed - Shows the user what Tasks and Notifications are "Completed". The numbers will indicate how many items are relevant.
  7. My sent Tasks - Shows the user what Tasks and Notifications have been sent by them. The numbers will indicate how many items are relevant.
  8. Filter - Allows the user to "Filter" their items by Tag or Filter: E.g. HR, Recruitment, Delegated etc.
  9. Date Range - Search Tasks and Notifications by Date Range.

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