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Applicant Information Pages

The Applicant Information option enables you to manage records on job applicants. When applicants are hired, you can roll over their records into your Human Resources database.

Applicant Tracking uses two main pages:

Applicant Information Search Page

Enables you to search for and view applicant records. From this page, you can create new applicant records, hire applicants, purge and delete, records, and display the Applicant Information detail page.

Applicant Information Detail Page

Enables you to update records for a selected applicant. Besides the information in the page's tabs, you can access pages storing the applicant's position preferences, previous positions, degrees, and certifications.

In addition, the Applicant Tracking wizard takes you through the series of pages used in adding records for a new applicant.

Menu Path

From the Human Resources menu, select Entry & Processing. From the Miscellaneous menu, select Applicant Information.

Applicant Information Search Page

The Applicant Information search page enables you to:

  • Search for and view applicant records. You also can print a list of applicants using the toolbar's Print item.

  • Display the Applicant Information detail page for updating information on an individual applicant. more information, refer to Update Applicant Records.

  • Create new records using the toolbar's Add New item to activate the Applicant Tracking wizard. For more information, refer to Add Applicants.

  • Use Action bar items to hire applicants, roll over records to your Human Resources database, purge records, and access pages that store additional information on an applicant.

  • Click View Attachments to attach a document to a selected applicant's record. For more information, refer to Attachments Page.

  • Delete applicant records using the toolbar's Delete item. For more information, refer to Delete Applicant Records.

  • Purge applicant records using the Action Bar's Purge item. For more information, refer to Purge Applicant Records.

Action Bar Items

The Applicant Information search page's Action Bar displays the following items when you first access the page. These items continue to display along with other items on the Action Bar after you generate a list of applicants.

Roll Over

Rolls over data from applicant records into your Human Resources database. For more information, refer to Roll Over Applicant Records.

Purge

Deletes applicant records based on either application/renewal dates and status codes. For more information, refer to Purge Applicant Records.

The following items display after you generate a list of applicants, in addition to Roll Over and Purge. However, the only item available after you display an applicant's records in the Applicant Information detail page, is Hire. For information on accessing the pages listed, refer to the Procedures section.

Hire

Displays the Hire Applicant page, where you can enter hiring information for a selected applicant. This information is required before you can roll over an applicant's records. For more information, refer to Hire Applicants. The Hire item also displays while you are changing an applicant's information.

Previous Positions

Displays the Previous Positions page for viewing or updating the applicant's employment history. For more information, refer to Previous Positions.

Degrees

Displays the Degrees page for viewing or updating the applicant's degree information. For more information, refer to Degrees.

Certifications

Displays the Certifications page for viewing or updating the applicant's certification information. For more information, refer to Certifications.

Position Preferences

Displays the Applied Positions page for viewing or updating the applicant's preferences. For details, refer to Applied Positions.

Defined Windows

Displays the Applicant Custom Windows page for selecting a user-defined page to view or update. For more information, refer to User-Defined Pages.

Display Applicant Records

  1. On the Applicant Information page, in the Search Criteria section, enter criteria identifying the records to list, and then click Search. To run an advanced search, use the Advanced button. To include employees who have been hired but whose records have not yet been rolled over, select the Include Hired Employees checkbox. Otherwise, these employees will not be listed in your search results.

  2. To display an applicant's Applicant Information detail page, select the applicant in the List section, and then click Accept.
    or
    To display one of the additional pages mentioned above, select the applicant in the List section, and then click the appropriate Action Bar item.

For additional information, refer to Update Applicant Records.

Generate the Applicant Short List Report

  1. On the Applicant Information page, in the Search Criteria section, enter criteria identifying the records to list, and then click Search. To run an advanced search, use the Advanced button.

  2. Click Print.

  3. In the Print window, specify how to generate the report, and then click OK. The report's default file name is appl_list.rpt.

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