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US Department of Agriculture
eRecruit Job Aid
Hiring Manager:
Annotate Certificate –
Review and Take Action
October 24, 2016
Confidentiality
The information contained in this document presents proprietary, confidential information pertaining to Acendre’s products and methods. By accepting this document, the U.S. Department of Agriculture (USDA) agrees that the information contained herein shall not be disclosed outside of their organization, except where permission has been granted for use of
proposed specifications.
Copyright
© 2016 Acendre, Inc. All rights reserved. No part of this publication may be reprinted, reproduced, stored in a retrieval system or transmitted, in any form or by any means, without the prior permission in writing from Acendre, Inc.
Hiring Manager: Annotate Certificate -Review and Take Action October 2016
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Contents
1. Certificate Dashboard View ........................................................................................................................... 3
2. Applicant Snapshot View ............................................................................................................................... 5
3. New Certificate Workflow Action - Review and Take Action ......................................................................... 6
Hiring Manager: Annotate Certificate -Review and Take Action October 2016
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1. Certificate Dashboard View
Hiring Managers have access to issued certificates where they have been assigned as a user. Certificates are accessed by selecting the Annotate Certificate link on the Home Page or the Vacancies and Certificates tab.
The Certificate Dashboard has been modified to allow for a more user friendly navigating experiencing including the following features once the certificate has been created:
Bring action buttons to top of certificate, Return Certificate and Create Certificate PDF are now located above Certificate Details.
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The Certificate Details and Certificate Comments are now collapse/expand bars. When clicking anywhere on the bar, the area open/close the view.
When there are Certificate Comments, a number bubble will appear to alert the user there are comments. The bar can be expanded to view comments entered by clicking anywhere on the bar.
Certificate Tabs are now links above the Search Form: - Permissions – users assigned to the certificate - Certificate Audit Log - Overview – statuses and the totals for each - Document Restrictions – listing of documents hidden from view (if applicable)
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Certificate Details, Comments, and Tabs persist in a collapsed state during the Certificate Workflow while viewing applicants
2. Applicant Snapshot View
The applicant snapshot view has been modified to display in tabbed format and applicant documents persists on the right of the screen and as the user scrolls down the page, the window auto-scrolls as well.
Clicking the camera icon on the applicant list or candidate card will open the new snapshot display
Candidate’s application is segmented into tabs, which can be selected and reviewed.
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Application Preferences
Core Eligibility Questions
Minimum Qualification Questions
Assessment Questions
3. New Certificate Workflow Action - Review and Take Action
Once a certificate has been issued, users have the ability to select 1 or more applicants and choose the new menu option under the Actions drop-down for Review and take action.
This feature displays a new dashboard area where certificate reviewer can easily review applicant snapshot and documents as well as update statuses. For vacancies created following the release, color indicators associated to statuses provide an additional visual indicator of applicant statuses.
Selecting 1 applicant to Review and take action or clicking on snapshot from certificate list view:
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o Review and update status will dynamically save and changes will also reflect on Applicant List within Certificate.
o Select Return to Applicant List button to view additional Applicant. o Select Return Certificate above Certificate Details to indicate review
complete and return certificate to HR.
The view when selecting multiple applicants to Review and take action:
The left applicant panel can be collapsed using the arrow to the right to increase the viewing area.
Clicking on the applicant name within review and take action allows the user to quickly view and navigate the applicant profile including Veterans’ Preference
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and SSA snapshot without needing to open a new browser or search for documents. The applicant documents table to right floats down the screen to be readily accessible to open documents as needed as user reviews application. Documents open in format submitted by applicant.
Clicking the Filter by Status bar, opens a side window to check the statuses to include in the view. Click the filter button.
o Once statuses are added to the filter, they are listed individually and can
be removed by clicking the X or clicking the link for Clear all filters, shows all applicants.
Clicking the Return to Applicant List, returns the user to the main certificate page reflecting statuses captured during Review and take action process.
