Viewing applicants
Menu path
Modules ? HRM ? Reports ? People ? Applicants
Introduction
This page allows you to view a list of applicants by division, contractual location, application type, or other options available. In cases whereby an applicant has multiple applicant entries in the system, you can merge the entries into one by starting the merging process from this page.
Roles and rights
To view the list of applicants, function right 158 — View resources reports is required. By default, users with the General manager, HR, or HR assistant role have this function right.
Note:
- For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the list of applicants?
- On the HRM: Applicants page, define the criteria under the Criteria section.
- Click Show.
How do I create applicant entries?
- Click New on the HRM: Applicants page. The Applicant: New page will be displayed.
- Fill in the required information.
- Click Save.
Keep in mind: All fields with the “!” icon are mandatory.
How do I merge applicant entries?
- Click Merge on the HRM: Applicants page. The HRM: Merge - Applicants page will be displayed.
- Define the criteria under the Criteria and Matching sections.
- Click Show to display applicant entries that match the defined criteria.
- Select the check boxes next to the respective applicant IDs that you want to merge.
- Click Merge. The Lead applicant selection page is displayed.
- Finally, select the main applicant to merge the selected applicants to.
Buttons
Close
Click this to exit.
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
New
Click this to create an applicant entry. For more information, see Creating applicant entries.
Merge
Click this to merge the details of an applicant (who has multiple entries) into one entry. For more information, see Merging duplicate applicant entries.
Icon
Customise
Click
Customise at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings and exit, Default to reset your selections to the default settings, or Close to exit without saving. Take note of the following sections:
Columns section
You can add or remove columns on the report based on the information you want to view. You can arrange the order of the columns by clicking the Up or Down buttons. There are various columns that you can select, such as Gender, Start date, and First name.
Criteria section
You can add or remove the fields in the Criteria section by selecting or clearing the relevant check boxes.
Fields
Criteria section
Group
Select the required option to display the applicants in the specific group.
Division
Type or select the required option to display the applicants in the specific division. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing division cards.
Cost center group
Type or select the required option to display the applicants in the specific cost center group.
Cost centre
Type or select the required option to display the applicants in the specific cost center. Once you have selected a cost center, you can view the details of the cost center by clicking the name of the cost center displayed next to the box. For more information, see Creating and modifying cost centers.
Job group
Type or select the job group of the vacancy the applicants have applied for. For more information on job groups, see Viewing job groups.
Job activity
Type or select the job activity of the vacancy the applicants have applied for. For more information on job activities, see Viewing job activities.
Physical location
Type or select a physical location to display applicants linked to this location.
Job title
Type or select the job title of the vacancy the applicants have applied for. For more information on job titles, see Viewing job titles.
Application phase
Select the application phase to display only applicants who are in the selected phase.
Status
Select the Active, Inactive, and/or Rejected check boxes to display applicants with the respective statuses.
Note: This field is not available if you do not have function right 153 — View restricted items in search. In this case, only applicants with the Active status will be taken into account in the search results.
Created date
Type or select a date or range of dates to display applicant entries created on this date or within this range of dates.
Application type
Select the relevant check boxes to display the applicants belonging to the respective applicant types in the report. You can select more than one of the following options:
- Employee — Select this to include applicants who are employed within the organization and who have applied for a vacancy with Internal as the vacancy type.
- Applicant — Select this to include applicants who are external applicants and not employed within the organization.
Note: This is available only if you have selected the Customer: Vacancy check box in the general or division settings. For more information, see Defining HRM general settings or Creating and modifying divisions.
Group by
Select Group, Division, Cost center group, Cost centre, Contractual location, Job title, Application phase, Status, Application type, and/or Vacancy to group the results accordingly. You can group by three levels of grouping at any one time. For example, if you select Division, Cost centre, and Vacancy, each group header in the overview will consist of the code and name of a division, code and description of a cost center, and the code and job title of a vacancy.
Columns
The number of applicants with their respective statuses is displayed together with their IDs, names, and other information. You can view the document attached to an applicant by clicking
under the Reference column. The document is attached to the applicant via the applicant card. For more information, see Creating applicant entries.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.515.788 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
05-07-2017 |
Release: |
|
Attachment: |
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Disclaimer |