PowerSchool ERP System Administration

Applicant Recommendation Forms Tab

Use this tab to define the following:

  • Whether pre-screening is required for applicant recommendations.

  • Whether approvals are required for applicant recommendations.

  • Message that will appear if an approval group for pre-screening is not defined.

  • Message that will appear if an approval group for approvals is not defined.

  • Messages that will appear on the e-Form for employees, approvers and requesters.

  • Email address to be notified in the event that there is a problem when the final approval is complete and the applicant record could not be updated in Applicant Information or Job Applicant Viewer.

Menu Path:  System Administration > Administration > Profiles > Workflow Configuration Profile > click Applicant Recommendation in the Service Maintenance menu > select the Applicant Recommendation Forms tab

Action Buttons

The following action buttons display on the tab:

Apply

Saves your settings.

Undo

Resets any changes you made prior to the last time you clicked Apply.

Fields

Field

Description

Base URL

The URL for applicant recommendation workflow that will be used, in conjunction with Web Server URL, for the Full URL that users will be taken to when clicking the URL link in the email or the activity on the Activities panel of the PowerSchool ERP home page.

Employee Submit Message

Text that will display at the bottom of the initial request e-Form.

Approver Submit Message

Text that will display at the bottom of the approval or pre-screening e-Forms.

Approver Review Message

Text that will display at the bottom of the review e-Form.

Allow Salary Entry

Setting to determine access to the Recommended Salary Information section of the e-Form.

Select:

Always - Users with access to submit the applicant recommendation e-Form will have access to this section.
Never - This section will not appear on the e-Form.
Use PowerSchool ERP Security - Users with security to add or update employees' pay rates in Employee Information will have access to this section.

Hire Date Maximum Number of Days Prior to Today Allowed

Number of days prior to or after the current date that a user can enter for the hire date on the applicant recommendation e-Form.

To allow users to enter a date prior to the current date, enter a number greater than 0. For example, if the current date is May 15, and you enter 10 in the field, users will be able to enter a hire date for an applicant of May 5, but they will not be able to enter a hire date of May 4.

To allow users to only enter future hire dates, enter a number less than 0. For example, if the current date is November 17 and you enter a -1 in the field, users will only be able to enter a hire date of November 18 or later.

Fail Pre-screening?

Setting to indicate whether the workflow process should continue if any pre-screenings failed.

Select:

Continue Workflow Process - The workflow will continue to the approvers after the pre-screening is complete, regardless of whether the Status/Result field is Pass or Fail.
End the Workflow Process - The workflow will end when the Status/Result field is set to Fail for any of the pre-screenings.

Pre-screening Required?

Checkbox to determine if pre-screening is required for applicant recommendation requests.

  • If this box is selected, when an applicant recommendation is submitted and the applicant does not fall into any employee groups in the approval group setup, the error message entered in the Submit Error When Pre-Screening Setup is Missing field will display, and the applicant recommendation request will not be submitted.

  • If this box is not selected, when an applicant recommendation is submitted and the applicant does not fall into any employee groups of the approval group setup, the applicant's pre-screening will pass automatically. If an applicant falls into an employee group, the pre-screening will need to be completed for the applicant recommendation to proceed to the approval process.

Submit Error When Pre-screening Setup is Missing

Text that will display when an applicant recommendation is submitted and the following conditions apply: the applicant does not fall into any employee groups of the approval group setup, and the Pre-screening Required? field is selected.

Approval Required?

Checkbox to determine if approvals are required for applicant recommendation requests.

  • If this box is selected, when an applicant recommendation is submitted and the applicant does not fall into any employee groups of the approval group setup, the error message in the Submit Error When Approval Group Setup is Missing field will display, and the applicant recommendation request will not be submitted.

  • If this box is not selected, when an applicant recommendation is submitted and the applicant does not fall into any employee groups of the approval group setup, the applicant recommendation will be approved automatically. If an applicant does fall into an employee group, the approvals will need to be completed for the applicant to be hired.

Submit Error When Approval Group Setup is Missing

Text that will display when an applicant recommendation is submitted and the following conditions apply: the applicant does not fall into any employee groups in the approval group setup, and the Approval Required? field is selected.

Interfacing Error Email Address

Email address of the user who will receive an email notification when the approval process is complete, but the applicant's record could not be updated in Job Applicant Viewer or Applicant Information.