Recruitment
This guide walks through each screen in the Recruitment menu of the HR module: Dashboard, My Work, Job Applicant, Talent Pool, Interview, Interview Calendar, Job Offer, Appointment Letter, Onboarding, Positions, Staffing Plan, Job Requisition, Job Opening, Job Profiles, Internal Jobs, Recruitment Analytics, Assistant, Approval Rules, Automation, Agencies, Interview Type, Interview Round, Assessment Types, Settings.
Dashboard
Where to find itHR → Recruitment → Hire → Dashboard
How to use Dashboard
- 1Open Dashboard
In the HR module, open Recruitment in the green navigation bar, then choose Dashboard under Hire.
- 2Review the list
The list shows these columns: JOB ROLE, DEPT, APPLICANTS, STATUS, ACTIONS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Details, View Full Schedule, Staffing Plan, Job Requisition, Interview Type, Interview Round, Quick Requisition.
My Work
Where to find itHR → Recruitment → Hire → My Work
How to use My Work
- 1Open My Work
In the HR module, open Recruitment in the green navigation bar, then choose My Work under Hire.
Job Applicant
Where to find itHR → Recruitment → Hire → Job Applicant
How to use Job Applicant
- 1Open Job Applicant
In the HR module, open Recruitment in the green navigation bar, then choose Job Applicant under Hire.
- 2Review the list
The list shows these columns: Applicant #, Name, Contact, Job Opening, Source, Stage, Applied, Actions. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Applicant, Edit, Delete.
Talent Pool
Where to find itHR → Recruitment → Hire → Talent Pool
How to use Talent Pool
- 1Open Talent Pool
In the HR module, open Recruitment in the green navigation bar, then choose Talent Pool under Hire.
Interview
Where to find itHR → Recruitment → Hire → Interview
How to use Interview
- 1Open Interview
In the HR module, open Recruitment in the green navigation bar, then choose Interview under Hire.
- 2Review the list
The list shows these columns: Applicant, Round / Type, Scheduled, Interviewer, Status, Result, Actions. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: List View, Calendar View, Schedule Interview, 0 Total, 0 Scheduled, 0 Completed, 0% Pass Rate, Schedule one.
Interview Calendar
Where to find itHR → Recruitment → Hire → Interview Calendar
How to use Interview Calendar
- 1Open Interview Calendar
In the HR module, open Recruitment in the green navigation bar, then choose Interview Calendar under Hire.
- 2Use the available actions
Buttons available on this screen: Today, + Schedule interview.
Job Offer
Where to find itHR → Recruitment → Hire → Job Offer
How to use Job Offer
- 1Open Job Offer
In the HR module, open Recruitment in the green navigation bar, then choose Job Offer under Hire.
- 2Review the list
The list shows these columns: Offer #, Applicant, Job Opening, Designation, Offer Date, Status, Actions. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Job Offer, Create one.
Appointment Letter
Where to find itHR → Recruitment → Hire → Appointment Letter
How to use Appointment Letter
- 1Open Appointment Letter
In the HR module, open Recruitment in the green navigation bar, then choose Appointment Letter under Hire.
- 2Review the list
The list shows these columns: Letter #, Applicant, Template, Appointment Date, Status, Actions. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Appointment Letter, Create one.
Onboarding
Where to find itHR → Recruitment → Hire → Onboarding
How to use Onboarding
- 1Open Onboarding
In the HR module, open Recruitment in the green navigation bar, then choose Onboarding under Hire.
- 2Review the list
The list shows these columns: TASK, CATEGORY, NEW HIRE, DUE, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Edit the checklist template.
Positions
Where to find itHR → Recruitment → Plan & Open → Positions
How to use Positions
- 1Open Positions
In the HR module, open Recruitment in the green navigation bar, then choose Positions under Plan & Open.
- 2Review the list
The list shows these columns: CODE, POSITION, DEPARTMENT, APPROVED, FILLED, VACANT, REQUESTED, OPEN TO REQUEST, SALARY BAND, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Positions, Manpower forecast, New Position.
Staffing Plan
Where to find itHR → Recruitment → Plan & Open → Staffing Plan
How to use Staffing Plan
- 1Open Staffing Plan
In the HR module, open Recruitment in the green navigation bar, then choose Staffing Plan under Plan & Open.
- 2Use the available actions
Buttons available on this screen: Add Staffing Plan.
Job Requisition
Where to find itHR → Recruitment → Plan & Open → Job Requisition
How to use Job Requisition
- 1Open Job Requisition
In the HR module, open Recruitment in the green navigation bar, then choose Job Requisition under Plan & Open.
- 2Use the available actions
Buttons available on this screen: Add Job Requisition.
Job Opening
Where to find itHR → Recruitment → Plan & Open → Job Opening
How to use Job Opening
- 1Open Job Opening
In the HR module, open Recruitment in the green navigation bar, then choose Job Opening under Plan & Open.
- 2Review the list
The list shows these columns: Job Title, Designation, Department, Company, Positions, Close Date, Published, Status, Actions. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Job Opening, Create one.
Job Profiles
Where to find itHR → Recruitment → Plan & Open → Job Profiles
How to use Job Profiles
- 1Open Job Profiles
In the HR module, open Recruitment in the green navigation bar, then choose Job Profiles under Plan & Open.
- 2Review the list
The list shows these columns: PROFILE, DESIGNATION, CRITERIA, INTERVIEW ROUNDS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Job Profile.
Internal Jobs
Where to find itHR → Recruitment → Plan & Open → Internal Jobs
How to use Internal Jobs
- 1Open Internal Jobs
In the HR module, open Recruitment in the green navigation bar, then choose Internal Jobs under Plan & Open.
Recruitment Analytics
Where to find itHR → Recruitment → Insight → Recruitment Analytics
How to use Recruitment Analytics
- 1Open Recruitment Analytics
In the HR module, open Recruitment in the green navigation bar, then choose Recruitment Analytics under Insight.
- 2Review the list
The list shows these columns: STAGE, COUNT, FROM PREVIOUS, FROM START, SOURCE, APPLICATIONS, PASSED SCREENING, INTERVIEWED, OFFERED, HIRED, HIRE RATE. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Export CSV, SOURCE, APPLICATIONS, PASSED SCREENING, INTERVIEWED, OFFERED, HIRED, HIRE RATE, Run now, Add.
Assistant
Where to find itHR → Recruitment → Insight → Assistant
How to use Assistant
- 1Open Assistant
In the HR module, open Recruitment in the green navigation bar, then choose Assistant under Insight.
- 2Use the available actions
Buttons available on this screen: Show the strongest candidates, Which items are delayed?, How many applications do we have?, What is our time to hire?, Ask.
Approval Rules
Where to find itHR → Recruitment → Setup → Approval Rules
How to use Approval Rules
- 1Open Approval Rules
In the HR module, open Recruitment in the green navigation bar, then choose Approval Rules under Setup.
- 2Review the list
The list shows these columns: RULE, APPLIES TO, ANNUAL AMOUNT, APPROVAL CHAIN, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Rule.
Automation
Where to find itHR → Recruitment → Setup → Automation
How to use Automation
- 1Open Automation
In the HR module, open Recruitment in the green navigation bar, then choose Automation under Setup.
- 2Review the list
The list shows these columns: RULE, WHEN, IF, THEN, RUNS, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: Show run log, New Rule.
Agencies
Where to find itHR → Recruitment → Setup → Agencies
How to use Agencies
- 1Open Agencies
In the HR module, open Recruitment in the green navigation bar, then choose Agencies under Setup.
- 2Review the list
The list shows these columns: AGENCY, CONTACT, FEE %, SUBMITTED, HIRED, EST. FEE, SUBMISSION LINK, STATUS. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Agency.
Interview Type
Where to find itHR → Recruitment → Setup → Interview Type
How to use Interview Type
- 1Open Interview Type
In the HR module, open Recruitment in the green navigation bar, then choose Interview Type under Setup.
- 2Use the available actions
Buttons available on this screen: Add Interview Type.
Interview Round
Where to find itHR → Recruitment → Setup → Interview Round
How to use Interview Round
- 1Open Interview Round
In the HR module, open Recruitment in the green navigation bar, then choose Interview Round under Setup.
- 2Use the available actions
Buttons available on this screen: Add Interview Round.
Assessment Types
Where to find itHR → Recruitment → Setup → Assessment Types
How to use Assessment Types
- 1Open Assessment Types
In the HR module, open Recruitment in the green navigation bar, then choose Assessment Types under Setup.
- 2Use the available actions
Buttons available on this screen: Add Assessment Type.
Settings
Where to find itHR → Recruitment → Setup → Settings
How to use Settings
- 1Open Settings
In the HR module, open Recruitment in the green navigation bar, then choose Settings under Setup.
- 2Use the available actions
Buttons available on this screen: Save All Settings.