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Introduction
The Candidates page serves as a direct link to the Jobs page, allowing hiring managers to effortlessly view applications for specific jobs and departments. When a user clicks on a candidate's name in the list, the right side of the screen will display detailed information about that applicant, providing a comprehensive overview of their application.
A. Problem statement
Companies seeking to hire often face challenges in efficiently identifying applicants for specific job openings, along with accessing their contact information. This can create obstacles in the recruitment process and hinder timely communication with potential candidates.
B. Solution
The interface offers a meticulously organized table that presents the names, email addresses, departments, positions, and application dates of potential employees. Additionally, a drop-down feature reveals the users' certifications, licensures, endorsements, and grades. On the right side of the screen, there is an image viewer designed to display detailed documents related to each candidate once their name is selected from the table. This configuration ensures that users can efficiently access and review critical information about applicants, facilitating a streamlined evaluation process.
Step 1: Search for a User
To locate a specific user, you have two options. You can use the new From Last filter, which will allow you to search by a set date range. You can also enter their name or relevant details into the search bar located above the table, or you can utilize the filtering options at the top of the table, within the headers. These filters allow you to narrow down your search based on specific criteria, making it easier to find the user you're looking for.
Step 2: Caret Icon
When you click the caret icon, a drop-down grid will display, listing the user's Certifications, Licensures, and Endorsements along with their respective grades.
Step 3: Access the User’s Document
Once you’ve identified the user, simply click on their name in the table. This action will display their document on the right side of the screen, providing you with all the relevant information at your fingertips.
Step 4: Use Document Viewing Tools
On the right side of the page, you’ll find icons that offer different viewing options for the document:
- Print: Click this icon to print the document directly.
- Zoom In: Use this icon to enlarge the document for better visibility.
- Zoom Out: Click this icon to reduce the document size if needed.
- Fit to Panel: This option adjusts the document to fit perfectly within the right-hand panel.
- Rotate-Left: Rotates the image to the left.
- Rotate-Right: Rotates the image to the right.
- Rotate 180 Degrees: Rotates the image 180 degrees.
If you want to increase the size of the right-hand panel for a better view, simply click and drag the gray divider bar located between the table and the image. Adjust it to your preferred width for optimal viewing comfort.
Step 5: Accessing Additional Documents in the Form Group
A new dropdown menu is now positioned above the image viewer, indicating the current form you are viewing. If the form consists of multiple pages within the packet, this dropdown menu will become active, allowing you to select and view different forms as needed.
Step 6: Leaving Notes on the Candidate
Each line of the candidates grid now includes a green "speech bubble" icon. When clicked, this brings up the Notes section for that candidate. The user may also right click a candidate and select "Notes" from the resulting context menu.
Image: "Speech Bubble" Icon for Notes Access
Image: Context Menu Notes Access
The Notes section is where you and your peers leave notes about a particular candidate for each other to read. Simply write the note you wish to leave in the "Post a Note" section in the top left corner, then click the "Post" button to publish your feelings on the candidate. Other employees involved in hiring can see your feedback. Notes can be edited and deleted individually by selecting the Pencil or X icons, respectively, for that note's row in the Notes grid. Standard text filter functionality is available in the top right portion of the screen to filter notes by their contents or author should they get too numerous.
C. Best Practices
- Utilize the search bar or apply filters effectively to swiftly identify the desired user.
- Enter precise names or criteria to efficiently narrow down your search.
- After locating the user, click on their name to access their document.
- Check vigilantly for any additional information that may be pertinent.
- Use the drop-down caret icon to find out further details about the user.
- Familiarize yourself with the document viewing tools, like the zoom function and the print option.
- Adjust the size of the right-hand panel as necessary for optimal viewing.
- By following these practices, you can navigate the system effectively and access information with ease.
D. Troubleshooting
- Ensure you are entering the correct name or criteria in the search bar or filters.
- Refresh the page or clear your browser's cache if the document does not display after clicking on a user's name.
- Verify your internet connection is stable as connectivity issues can affect loading times.
- If document viewing tools aren't working, make sure your browser is updated.
- If the right-hand panel doesn’t resize properly, gently drag the gray divider bar to adjust.
- Seek help from your system administrator if these issues continue.
E. Related Articles
Hiring: How to Create and Publish Departments and Job Openings
Conclusion
In conclusion, the Candidates page provides a vital resource for hiring managers, streamlining the process of viewing and managing job applications. By utilizing the comprehensive table to search for candidates and accessing detailed documents with ease, organizations can enhance their recruitment efforts and improve communication with potential hires. Implementing best practices will ensure an efficient experience, while the troubleshooting tips offer solutions to common issues that may arise. Ultimately, this structured approach not only facilitates better candidate management but also supports companies in making informed hiring decisions. For further insights, be sure to explore related articles on creating job openings and navigating the application process.