Exact Synergy Enterprise

Viewing applicant cards

Menu paths

Modules ? HRM ? Reports ? People ? Search
Modules ? HRM ? Reports ? People ? Applicants

Introduction

This page displays the details of an applicant. You can also perform other actions, such as modifying the details of the applicant and matching the applicant to a vacancy. As the page is customizable, the order and availability of the sections below may differ from one user to another.

Roles and rights

To view applicant cards, function right 145 – View Resource card is required. By default, users with the General manager, HR, or HR assistant roles 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 applicant cards?

Via Modules ? HRM ? Reports ? People ? Search at the Type field, select the Applicant check box. If via Modules ? HRM ? Reports ? People ? Applicants, proceed to step 2.
Define the required criteria.
Click Show.
Click the name or ID of the applicant. The applicant card will then be displayed.

Buttons

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Fields

General section

This section shows general information about the applicant including the applicant’s name, job title, physical location, and e-mail address. Depending on your role, you can also view the active competency profile of the applicant.

Accounts

Click this to view the created accounts that belong to the applicant. For more information, see Searching for accounts.

Documents (Recent)

Click this to view the recent documents that are related to the applicant.

Job history

Click this to view the job history of the applicant.

Calendar

Click this to view the calendar associated with the applicant. For more information, see Using the calendar.

Planning

Click this to view the planning for the applicant. For more information, see Viewing personal planning report.

Mail (Competency)

Click this to create a mail merge used for sending mails from the applicant to a selected party. For more information, see Creating mail merge via vacancy or applicant cards.

Note: This link is available only if the applicant is matched to a vacancy or vice versa.

Documents

Click this to view the information related to the applicant such as documents and requests for training created by HR personnel for the applicant. For more information on how to create documents, see Creating and modifying documents.

Workflow

Click this to view the requests related to the applicant.

Personal section

This section shows the personal information of the applicant such as the home address and home phone.

Free fields section

This section is available if you have defined the free fields and customized the layout to include the free fields. For more information on defining free fields, see Overview of free fields.

This section displays the free fields defined for the applicant.

Picture section

This section displays a picture of the applicant.

Organization section

This section shows the details of the organization that the applicant applied the vacancy for, such as the division, cost center, and name of the manager. You can view the details of the division, cost center, manager, and assistant manager by clicking on the links at the respective fields. For more information, see Viewing division cards, Viewing personal cards, and Creating and modifying cost centers.

More information about vacancy section

This displays the document, internet site, and homepage that are linked to the applicant.

Skills section

This section shows the skills that the applicant possess. You can add skills to an applicant by clicking Add. To modify the description of the skill or delete the skill, click on the link under the Skill column. For more information on adding or removing skills of applicants, see Adding and modifying skills of people or vacancies.

Resume section

This displays the resume items linked to the applicant. To view more information of the resume type, click the description of the resume type under the Type column. Click the hyperlinked resume item to view the details or click Add to create a new resume item for the applicant. For more information, see Adding and modifying resume items for people and applicants.

Note: Click or to sort the resume in an ascending or descending order by resume type or start date.

Note section

This section displays additional note about the applicant.

Vacancies section

This displays the vacancies that are related to the applicant. If the applicant has fulfilled the vacancy, the date the applicant was matched to the vacancy will be displayed under the Matched column and the status of the particular vacancy under the Status column will be shown as ‘Fulfilled’. You can add vacancies to an applicant by clicking Add. To view the details of the vacancy linked, click the description of the vacancy under the Vacancy column. For more information, see Viewing vacancy cards.