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Perform Job Seeker Actions

RETURN TO: Organize the Job Seeker List

KEY TOPICS:

  • Perform Recordkeeping Functions
    • Mark Job Seekers as New
    • Delete one or more Job Seekers
    • Copy Selected Job Seekers to another Requisition
    • Transfer the Job Seeker's Assessment Status (Where applicable)

  • Assign Stage and Disposition for Multiple Job Seekers
  • Send Email (and Forms) from the Job Seeker List


Implement Actions from the Job Seeker List

From performing simple recordkeeping to sending a blank Form to a Job Seeker or assigning Job Seeker Stage/Disposition, the Job Seeker list serves as a convenient platform for performing Actions, involving one Job Seeker or several.

Quick Tip: As a beneficial "snapshot," each Job Seeker is associated on the Job Seeker list with the Requisition(s) and Job Title(s) he or she applied to.

When at least one Job Seeker is selected on the Job Seeker list, a drop-down becomes visible in the list's column header, on the right side, for performing these Actions.

Mark Job Seekers as New

Upon completion of the APPLICATION (most installations), Job Seekers are added to the Job Seeker list and labeled as: New. This label will remain until you view the Job Seeker detail for the first time. If a Job Seeker subsequently applies to a different Requisition, just that Requisition will be marked as: New.

However, a Job Seeker can be re-designated as: New.

Note: The removal of the "New" designation upon viewing is user dependent.

After checking off one or more Job Seekers, expand the (now visible) Actions drop-down and select: Mark as New. Under the Job Seeker's Name entry, a "New" flag will appear to the left of all of the Job Seeker's associated Requisitions.

Delete one or more Job Seekers

The deletion process is multi-stepped to ensure the action for each record is confirmed:

  1. Begin by selecting the check box next to one or more Job Seekers.
  2. The Action drop-down will activate in the Job Seeker list header. From this menu, click [Delete Selected].
  3. For your review, each record selected for removal will be identified in the Deleted Record window, which will display to the right of the Job Seeker list.
  4. Click a record's Remove icon to confirm deletion by line item
  5. OR

    Delete all selected records by selecting and holding the [Hold to Delete] button with your mouse until the progress bar indicates the records are successfully removed.

To return to the Job Seeker list without removing any record, slick the [Cancel] button.

Copy Selected Job Seekers to another Requisition

Select the check box next to one or more source Job Seekers. Then, from the Actions drop-down, click on: Copy Selected. In the Copy Job Seeker menu, make selections for:

  • Requisition to Copy to
  • Application to Copy Answers to
  • Prescreener to Copy Answers to

When finished, click [Copy].

Transfer the Job Seeker's Assessment Status (Where applicable)

When a Job Seeker is copied from one Requisition to another — and Forms match — the Job Seeker's ASSESSMENT status of PASS can be carried over. In the Review Job Seeker detail > Jobs Applied To table, a status of Already Passed will display for the "new" Requisition.

Assign Stage and Disposition for Multiple Job Seekers

From the Job Seeker list, take the following simple steps:

  1. Check off one or more Job Seekers.
  2. Open the Action drop-down in the list header, and pick: Assign Stage/Disposition Code. The resulting menu will open to the right, adjacent to the Job Seeker list. Columns for each Job Seeker will indicate the current Job Seeker Stage and Disposition Code.
  3. Using the upper drop-downs, choose one or both attributes to apply. (If a Job Seeker should not be included, remove the record by clicking the associated Delete icon.)
  4. Review the settings and click the [Assign] button. (Or choose the [Cancel] button to close the menu without changing Stage or Disposition.)

Cross-reference: This function can also be applied to an individual Job Seeker, while his or her record is being reviewed: Job Seeker detail > Assign Job Seeker Stage and Disposition.