PeopleMatter: Managers: What Actions can I Take in the Applicant Record?

There are various actions that can be taken against an applicant record. A number of these actions can also be taken from the quickview of an applicant's record. 

To Take Action on an Applicant Record: 

From the quickview in the Beta view:

• Select WorkSpaces
• Under your organization's name, select Administrator

The Administrator Workspace or Home tab will appear.  

• Select Applicants
• Applicants will display. You can filter by Applicants, Candidates or All
• Select an Applicant's Name to view the quick view of their applicant record

Fig.1 - Viewing Applicants

Within the Quickview, you can:

• View personal details, such as email, address and phone number
• View availability, such as start date availability, notice period, hours per week
• View the answers to any qualification questions

Actions

From the Quickview, you can: 

• Select Make Candidate to make the applicant a candidate
• Select Remove to remove the applicant with a rejection notification
• Send a text to the applicant
• Invite to interview
• Print the application
• View the full applicant record

Fig.2 - Quickview access full applicant record

From the Quickview in Legacy view:

• Select WorkSpaces
• Under your organization's name, select Administrator

The Administrator Workspace or Home tab will appear

• Select Applicants
• Applicants will display. You can filter by Applicants, Candidates or All
• Select the orange drop-down arrow to view the actions you can take from the quick view of the Applicant Record  

Fig.3 - Quickview actions in legacy

Actions

From the Quickview, you can: 

• Select Make Candidate to make the applicant a candidate
• Select Remove to remove the applicant with a rejection notification or without
• Select the applicants name to view the full applicant record

Against the full applicant record, you can: 

• View demographics, such as Name, Email Address, and Phone Number
• View the details of the Applicant's Record within each tab
• Tracking - View where the applicant has applied and the position(s) applied for
• Applications - View a complete overview of the Applicant's Record.  Print Application, if desired
• Assessments - View Job Fit Report for Personality & Cognitive Results and View Attitude Report for Attitude Results, if applicable
• References - View References, if applicable.  Indicate Positive or Negative Feedback, if desired
• Notes - Document professional notes regarding the applicant, if applicable
• Documents - View resume and e-signed documents, if applicable.  Upload documents, if needed
• In the Applicant Record, on the Tracking tab, select Applicant to view the available statuses and take action

Actions

• Select Make Candidate to make the applicant a candidate
• Select Save for Later to mark the applicant as saved
• Select Remove Applicant to remove the applicant from consideration; this status does not send a notification to the applicant
• Select Remove Applicant - Send Rejection Message to remove the applicant from consideration. This status will prompt you with a message template to send to the applicant if an email address is on file

Fig.4 - Full Applicant Record