Embed Size (px)
Citation preview
Job Aid
Date Created: 2/25/2016 2:55:00 PM Page 1
Progressing Candidates
Step Action
1. We will start with how to progress or reject multilple candidates at once. If you are
progressing multiple candidates, they must all be in the same step and status in the system.
Begin by hovering your mouse over a candidate's name.
Step Action
2. You'll see a checkbox appear to the left of their name. Click that checkbox to select the
candidate.
Job Aid
Page 2 Date Created: 2/25/2016 2:55:00 PM
Step Action
3. Once you have selected all of the candidates you will take actions on, click the More
Actions menu.
Step Action
4. Click Change Step/status.
Job Aid
Date Created: 2/25/2016 2:55:00 PM Page 3
Step Action
5. This brings up the Change Step/Status dialog. Here you can move candidates on through
the process. Use the dropdown menus to select which step or status you want to move your
candidate to.
First, we will indicate that all of these candidates are currently under consideration. This is
a signal to our collaborators that we have reviewed their materials and are considering
them for interviews.
To progress these candidates and leave the dialog box open, click Save and Continue.
Job Aid
Page 4 Date Created: 2/25/2016 2:55:00 PM
Step Action
6. The box updates with the next step and status.
Any candidates we decide to interview can be moved to the next step. We next have to
give an indication that they have passed our screen, which is the next status. Click Save
and Continue.
Step Action
7. The box has updated again. The next Step/Status is Interviews/To be interviewed. To
progress the candidates to this step and close the dialog, click Save and Close.
Job Aid
Date Created: 2/25/2016 2:55:00 PM Page 5
Step Action
8. You can reject multiple candidates, just as you can pass them along. Click the checkbox
for each candidate you want to reject.
Step Action
9. Now click More Actions.
Step Action
10. Click Change Step/status.
Job Aid
Page 6 Date Created: 2/25/2016 2:55:00 PM
Step Action
11. Change the status in the dropdown box to rejected. All rejections require a reason in the
system. Choose the most appropriate reason, add comments if necessary, and click Save
and Close.
Step Action
12. We will now reject an individual candidate. You can do so through the Change Step/status
dialog, but there is an easier way. Start by clicking on that candidate's name.
Job Aid
Date Created: 2/25/2016 2:55:00 PM Page 7
Step Action
13. Above the candidate's file are a red No symbol and green Checkmark. The red No symbol
rejects and the green Checkmark progresses.
To reject a candidate, click the red No symbol.
Step Action
14. You will need to select a reason for the rejection. You can indicate this from the list of
reasons in the bottom left. Then click Save and Close.
Job Aid
Page 8 Date Created: 2/25/2016 2:55:00 PM
Step Action
15. In the top right of the candidate's file are arrows you can use to navigate between
candidates. The left and right arrows take you to other candidates, and the up arrow takes
you back.
Step Action
16. We will now progress a candidate using the same method. From this candidate's file, click
the green checkmark.
Job Aid
Date Created: 2/25/2016 2:55:00 PM Page 9
Step Action
17. This indicates that the candidate has passed all interviews. The green checkmark has
become a check-and-arrow icon for moving the candidate to the next step.
(Note: If there are multiple interviews in your hiring process, you can use the Change
Step/status dialog to indicate their progress through individual interviews.)
Step Action
18. The candidate is now in the pre-offer checks step. The green checkmark will indicate that
he has passed these checks.
Job Aid
Page 10 Date Created: 2/25/2016 2:55:00 PM
Step Action
19. Clicking the check-and-arrow will progress him to the Offer step.
Step Action
20. The candidate has now reached the Offer step. The pass and reject icons are gone. It is
time to make an offer.
End of Procedure.
