Application Section - Pre-Employment Checklist

The Applicant Details page's Application section displays a link to the Pre-Employment Checklist page. This page allows a Human Resources staff member to complete tasks defined by your organization that need to be completed prior to hiring an applicant.

The items on the pre-employment checklist are defined in the Recruitment System Configuration's Pre-Employment Checklist Setup.

Menu Path: Human Resources > Entry & Processing > Recruitment > Applicant Overview > search for an applicant > click the Pencil icon in the applicant's Edit column to display the Applicant Details page > select an application in the Posting Applications section > click the Pre-Employment Checklist link in the Application section

Approving tasks on the Pre-Employment Checklist

Select Human Resources > Entry & Processing > Recruitment > Applicant Overview to display the Applicant Overview page.
In the Search Criteria section, enter criteria identifying the applicants to list, and then click Find.
Click the Pencil icon in the applicant's Edit column.
In the Applicant Details page's Posting Applications section, click the Select link for the application you want.
In the Application section, click the Pre-Employment Checklist link.
On the Pre-Employment Checklist, if a task is complete, select its Approved radio button.
In the Date field, enter the date the task was approved (completed).
In the Comment field, enter any relevant comments.
Click Save to save the approved item on the checklist.
Once all required tasks are approved, you can click Checklist Complete, though your procedures may require completing all tasks first.
An email will be sent to the addresses defined in the email template, depending on whether the Checklist Complete field is selected in the Pre-Employment Checklist section of the Hire Process Email Setup.

Rejecting tasks on the Pre-Employment Checklist

Select Human Resources > Entry & Processing > Recruitment > Applicant Overview to display the Applicant Overview page.
In the Search Criteria section, enter criteria identifying the applicants to list, and then click Find.
Click the Pencil icon in the applicant's Edit column.
In the Applicant Details page's Posting Applications section, click the Select link for the application you want.
In the Application section, click the Pre-Employment Checklist link.
On the Pre-Employment Checklist, if the task has been rejected, select its Rejected radio button.
In the Date field, enter the date the task was rejected.
In the Comment field, enter any relevant comments.
Click Save to save the rejected task.
If any of the rejected tasks mean the applicant does not meet the requirements for being hired, click Reject for Hire.
An email will be sent to the addresses defined on the email template, depending on whether the Reject field is selected in the Pre-Employment Checklist section of the Hire Process Email Setup.

Fields

Field	Description
Checklist Item	Description of the task to be completed before hiring an applicant. Checklists are defined in the Recruitment System Configuration's Pre-Employment Checklist Setup page.
Approved	Radio button indicating the task has been completed and approved.
Rejected	Radio button indicating the task has been rejected. If a required task (marked with a red asterisk) has been rejected, the checklist cannot be saved as completed.
Date	Date the task was approved or rejected.
Comment	Any comment associated with the task. Character/250
Save	Click the button to save tasks that have been approved or rejected.
Checklist Complete	Click the button to save the checklist as completed, once all required items have been approved. Completing a checklist also sends any emails defined by the Checklist Complete field in the Pre-Employment Checklist section of the Hire Process Email Setup. This button cannot be accessed if a checklist has one or more required tasks that have been rejected or if any required tasks have not been completed.
Reject for Hire	Click the button to reject the applicant for hire and send any emails defined by the Reject field in the Pre-Employment Checklist section of the Hire Process Email Setup page.