Details View
To Switch to Details View
1. Click the Jobs button at the top of the screen
2. Select Details from the dropdown menu
Adding Jobs
To Add a New Job
1. Click the Jobs button at the top of the screen and select New from the dropdown menu
2. click the pencil icon at the end of the Company field
3. Type in the Company name and press Enter on the keyboard
4. Select the Company the job is for from the list by clicking on the icon at the end of that record
5. Select the hiring manager for the job from the list of company contacts
6. Fill in all the other information about the job
Adding Job Specs
To Add a Job Spec
1. Go to the Docs and Co Profile tab in the Job record
2. Click the + icon at the end of the document storage area
3. Select the file to use as the job spec
4. Click Insert
5. Change the type label to Job Spec
Tagging Jobs
To Tag a Job
1. Go to the Info & Tags tab within the Job's record
2. Click the + button at the end of the Tags window on the right hand side
3. Select the appropriate tags to add by clicking on the icon at the end of the tag name
or
4. Enter part of the tag name in the search field at the top and press Enter to filter
5. Click outside the tag list
Candidate Matching
Candidate matching has changed since V1.3. Previously it would display ANY candidate record that matched any single tag against the job. In V1.4 of HRS Connect you can now try and narrow down by specific tags/skills. It may be there are no candidates that match all the tags but far too many that meet one. You now have the ability to narrow down by particular tags on the job.
1. Click on the Tag Filter button
2. On the popover click the + button next to the tag you wish to filter by
3. The results of the matching based on the selected tags will be displayed in the portal
4. If no results display, try clicking the trash can icon next to a tag to remove this from the filter and then try another tag if needed
Searching Jobs
To Search Jobs
1. Press CTRL F on the keyboard
2. Type the criteria into the fields to search on (criteria can be entered into fields on any tab)
3. Press Enter on the keyboard
At the bottom of the screen on the left, it displays how many records found
To search using more than one piece of criteria using OR
4. Press Ctrl F on the keyboard
5. Enter criteria into the first field
6. From the Requests menu at the top of the screen, choose Add New Request
7. In the new blank record, add any further criteria
8. Press Enter
Longlisting and Shortlisting
Candidates can be added to a longlist/shortlist from the Candidate Match, Longlist or Shortlist tabs within a job record
To add a Candidate to a longlist/shortlist from the Candidate Match tab
1. Click the Candidate Match tab within the Job record
2. At the end of the candidate record to add, click either the Add to longlist or Add to shortlist button
To add a Candidate to a longlist/shortlist from the longlist/shortlist tab
1. Click the Longlist/Shortlist tab within the Job record
2. Click the + on the right hand side
3. Type in part of the candidate's name to add
4. Click the icon at the end of the candidate record to add to the longlist/shortlist
Workflow
Workflow can only be created from the Longlist or Shortlist tabs within a Job record
To create a CV Send workflow
1. In the Job record, make sure you are on the Longlist or Shortlist tab
2. Click the Add Workflow Item button at the end of the candidate to create the Workflow for
3. Click the CV Send to Client button
4. Click the Email CV button
5. Edit the email as necessary and click the Send button at the top to send the email
To create a Client Interview workflow
1. In the Job record, make sure you are on the Longlist or Shortlist tab
2. Click the Add Workflow Item button at the end of the candidate to create the Workflow for
3. Click the Client Interview button
4. Fill in the interview date, time and interviewer details
5. Click the Email details button
6. Edit the email as necessary and click the Send button at the top to send the email
To create an Offer Details workflow
1. In the Job record, make sure you are on the Longlist or Shortlist tab
2. Click the Add Workflow Item button at the end of the candidate to create the Workflow for
3. Click the Offer Details button
4. Enter the details of the offer
5. Click the Email Details button
6. Edit the email as necessary and click the Send button at the top to send the email
To create an Offer Accepted workflow
1. In the Job record, make sure you are on the Longlist or Shortlist tab
2. Click the Add Workflow Item button at the end of the candidate to create the Workflow for
3. Click the CV Send to Client button
4. Click the Accepted button
5. Click the Create Placement button
6. Click Yes or No
7. Click the button representing how the placement will be billed
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