Exact Synergy Enterprise

Creating multiple applicant entries

Menu path

HRM ? Entry ? HRM ? Applicant batch entry

Introduction

On this page, you can create up to 10 applicant entries at one time. Once created, you can retrieve each applicant card from HRM ? Reports ? People ? Search or HRM ? Reports ? People ? Applicants. For more information, see Searching for people and vacancies and Viewing applicants.

Roles and rights

To create multiple applicants, function right 85 – Allows to create employees is required. By default, users with the HR or HR assistant roles have this function right.

Note:

For more details on function rights, go to System ? Setup ? Security ? Function rights.
For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create multiple applicant entries?

On the page, type the last name of the applicant under the Last name column.
Define other required information.
Click Save to create the applicant entries or Save + New to create the applicant entries with the defined information, and then create another batch of entries.

Keep in mind: All fields with the “!” icon are mandatory.

Buttons

Columns

Last name

Type the last name of the applicant. This is mandatory.

First name

Type the first name of the applicant.

Date of birth

Type or select the date of birth of the applicant.

Address

Type the address of the applicant. This is mandatory.

Address 2

Type the second line of the address of the applicant. This is mandatory.

Postcode

Type the zip code of the address.

City

Type the city which the applicant is from.

Country

Type or select the country where the applicant is located. This is mandatory.

Phone

Type the phone number of the applicant.

E-mail

Type the e-mail address of the applicant.

Vacancy

Type or select a vacancy to link this vacancy to the applicant. Once selected, the Focus, Job title, Division, and Cost centre columns, will be automatically filled with the corresponding information from the selected vacancy card. If you have defined the focus, job title, division, or cost center before selecting a vacancy, the information will be overwritten. For more information, see Viewing vacancy cards. This is mandatory.

Division

This displays the division defined in the vacancy card selected at Vacancy. To edit, type, or select a different division. This is mandatory. For more information, see Viewing Division Cards.

Job title

This displays the job title defined in the vacancy card selected at Vacancy. To edit, type, or select a different job title for the applicant. This is mandatory. For more information, see Creating and modifying job titles.

Focus

This displays the focus or job group defined in the vacancy card selected at Vacancy. To edit, type, or select a different focus or job group for the applicant. This is mandatory. For more information, see Creating and modifying job groups.

Customise

Click Customise at the title bar to customize the columns. 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, Default to reset your selections to the default settings, or Close to exit without saving.

Note: The asterisks indicate mandatory fields. The maximum number of non-mandatory fields is 15.

Freeze: Columns

Select this check box to freeze the Last name column while scrolling the screen to the right.