Candidate

The Recruitment Manager Candidate record holds information about the Candidate, their work preferences, skills, resumes, work history and availability, relevant to the industry sectors for which the business recruits.

• The system supports capturing data for Candidates the business intends to utilise, and those that may not be required.

• The Candidate base or pool is used to source Candidates for job opportunities, rather than having to advertise for every role required.

• Where the system has been configured with middle office functionality a Payee Details action is displayed at the top of the Candidate record. Select this action to view any Payee details established in the back office module for the Candidate.

From the Candidate Record, the following items can be accessed from the Quick Access section at the top of the record.

• General - store and manage general information about the Candidate including contact details, date of birth etc. Where the Candidate is also a Contact, an action is available to link the Candidate to a Contact Record.

• Privacy - record and maintain the Candidate's privacy preferences, for example if the Candidate agrees to receive Email, SMS and Mail communication. Record if the Privacy Statement has been read by the Candidate. Where the Candidate is setup to use the Candidate Portal, they can also maintain these settings.

• Registration - store and manage information regarding the Candidate's registration. Record where the Candidate information has been 'Verified' by a Consultant.

• Profile - store and manage information about the Candidate including income expectations, profile and special notes.

• Interpersonal Rating - within the profile section, record scores relevant to the Candidate's interpersonal skills. Emergency Contact - within the profile section, store and manage details regarding the Candidate's emergency contact. Address - store and manage the Candidate's address as well as their postal address.

• Available - set the Candidate's Diary Type, Hourly or Hourly Available. Maintain preferences regarding preferred work hours, notice periods, travel and available transport.

• Residency - within the Available section store and manage details regarding the Candidate's residency including Residency Status, Visa Type, Visa No., Visa Expiry Date, Contract / Visa Details, Place of Birth, Nationality, Immigration Date.

• Diary - displays the Candidate's Diary, where applied. Filers are available to view specific entry types (Booked, Referred, Unavailable, Leave) and dates can be applied to view to past or future items.

• Unavailability / Availability - this section is labelled in accordance with the Diary Type applied, Unavailability where the Diary is 'Hourly' and Availability where the Diary is 'Hourly Available'. A list of Availability / Unavailability entries is displayed and an Add action is available to add a new item. Within the list actions are available to Edit or Delete entries.

• Custom Fields

• Resume - Client and Candidate resumes are stored in this section.

• Primary Resume Preview - View the Candidate's primary resume in this section. This feature works with MS Office document attachments and converts items to PDF for display (PDF documents will also display as they are already converted). MS Office attachments include Word, Excel, Powerpoint. Where the Primary Resume document type is not a MS Office document type, the resume will not load into the section view. Where the browser used is Internet Explorer, there is no native PDF reader, so users will need to have a PDF reader installed to their PC for the feature to work.

• Skills - store and manage Candidate Skills in this section.

• Comment - displays a list of the Candidate's comments. Add, Edit and Delete actions are available.

• Job Comments - where the Candidate has been placed in a Job Order, any Comments created from the Job are displayed in this list.

• Work Reference - store and manage Candidate work references and work history for jobs outside of your organisation in this section.

• Referrals - where a Candidate has applied or has been referred to a Job Order, a list of referrals is displayed. View, Edit and Delete actions are available to manage the Candidate's referrals.

• Job List - displays a list of your organisation's Job Orders where the Candidate has been filled.

• Activities - displays a list of Activities applied to the Candidate.

• Document Management - Generate Documents / Attach Documents

• Form Responses - displays a list of questionnaire responses where the Candidate has applied via an on-line advertisement or registration.

• Preferences and Exclusions - displays a list of preferences and exclusions for the Candidate.

• Portal User - setup and maintain the Candidate as an online Candidate Portal user.

• Record Properties - displays details about the record including creation date, created by, last update date etc.

• Audit Trail - details are applied to the Audit Trail list where a field within the record is modified.

• Payslips & Payment Summary - displays a list of the Candidate's Payslips and Payment Summaries (AU Only).

• Communication History - displays a list of communication items dispatched to the Candidate. Where Outlook Extensions is utilised by the user, this list can also include emails received from the Candidate (see Add an Email to the Communications List for details).

The following record actions are available:

• Edit - edit the Candidate record.

• Delete - delete the Candidate record. Candidate records cannot be deleted where they are in use, ie; referred / placed in Jobs.

• Manage Sections - remove, add, re-order sections within the record.

• View Statistics - view statistics for the Candidate including:

  • Satisfactory Reference Checks – number of completed reference checks with the outcome of 'Satisfactory'

  • Revenue – summary of billing for jobs the Candidate has been placed in. This data can be filtered to display weekly, monthly or yearly revenue.

  • Cost – summary of the Candidate's timecard payments. This data can be filtered to display weekly, monthly or yearly cost. Current Placement –displays the details of the Job the Candidate is currently placed in.

  • Last Placement – displays the details of the last job the Candidate was placed in.

  • No of Placements – displays a total of the number of jobs the Candidate has been placed in.

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