Module 4 Sourcing Candidates

1
Module 4 - Sourcing Candidates

• Automated Email
• My Candidates
• Resume Database

2
Accessing the Resume Search

• After logging in to your account, click the
  Resume Search link on the left-hand navigation
  menu
• This will bring you to the Resume Search page

3
Overview - Resume Folders

• Select to search the public resume database, your
  private my candidates pool or select a specific
  folder

4
Creating and Updating Resume Folders
You should now see the Manage Your Resume Folders
Page

• Type the name of the new folder in the text box.
• Uncheck the box under Public if you want your
  folder kept private from other users in the
  system.
• To make another folder public, check the box next
  to the folder under the Public column.
• To delete a folder, check the box next to the
  folder under the Delete column.
• Click the Update Folders button when you are
  finished.

5
Storing Results in a Resume Folder
After conducting a search, you can store the
results in a resume folder.

• Check the boxes next to the names of the users
  you wish to store
• Select the destination folder from the drop-down
  menu

6
Viewing the Contents of a Resume Folder
From the Resume Search page, you can view the
contents of a folder.

• Select the folder you would like
• to view from the bottom right drop
• down menu.

7
Working with Search Results

• Once your query has returned matching users, you
  can
• View a users resume by clicking on the
  Position-Field next to the users name.
• Store your search results in a resume folder.

8
Accessing Candidates in a Resume Folder
From the Resume Search page, you can view the
candidates info.

• Access candidate info
• Place Notes
• Apply Candidates to position openings

9
Inserting Resume Notes
From the Resume Search page, you can view the
candidates preferences and any notes created in
the resume database.

• You can view notes and work preferences provided
  by the candidate.

10
Passing
From the Resume Search page, you can Pass
candidates to other users.

• Pass the resume to other hiring managers or
  recruiters.

11
Passing a Resume to Another User
From the Resume Search page, you can Pass
candidates to other users.

• Right a note to your colleague about the
  candidate.

12
Download a Hard Copy of the Resume
From the Resume Search page, you can view the
candidates preferences and any notes created in
the resume database.

• Download Any Document that has been uploaded.

13
Apply Candidates to New Jobs
From the Resume Search page, you can apply
candidates to any open or pending job posting in
your system.

• Apply a candidate to a job openings.

14
Candidates Enter AppTrack
From the Resume Search page, you can view the
candidates preferences and any notes created in
the resume database.

• Candidates are sent an invitation to be
  considered for your opening, if they accept or
  decline the AppTrack System monitors the progress
  of these candidates.

15
Applying Candidates to Openings

• Candidates are sent an invitation to be
  considered for your opening, if they accept or
  decline the AppTrack System monitors the progress
  of these candidates.
• You can also directly apply a candidate to a
  position and bypass the invitation.

16
Module 5 - Reporting

• Canned Reports
• Compliance Reports
• Custom Reports

17
New Report Manager

• Standard Reports
• Advanced Reports
• Enterprise Reports
• EEOC Reports
• Custom Reports
• Report Builder Module

18
Sample Reports
Generate a report regarding your own positions by
status.
19
Overview Report Builder

• Reports allow you to store and organize position
  reports.
• You can view pre-built reports or custom reports
• To create a report, select Position Module from
  the report builder section.

20
Step 1- Creating Fields
You should now see the Custom Reports Builder Page

• Step 1. Select data fieldsUse the buttons below
  to select the data you would like to produce in
  the report. Use the ORDER buttons to change the
  left-to-right order. When you are ready to
  proceed to the next step click the "Next gt"
  button

21
Step 2- Filter Reports
You should now see the Custom Reports Builder Page

• Step 2. Choose your criteriaUse the form below
  to specify the criteria for your report. Criteria
  act as a filter, so you only return the data that
  matches your specifications.

22
Step 3- Sort the Report Data
You should now see the Custom Reports Builder Page

• Step 3. Determine how your data will be
  sortedSet the order for the display of the data
  using the form below. This order refers to the
  way in which you want the data sorted.

23
Step 4- Review Your Report
You should now see the Custom Reports Builder Page

• Verify that any criteria you selected in step two
  match the output.
• Make sure the columns are listed left-to-right in
  the proper sequence. That is handled by the order
  buttons in step one.
• Check that the sort order(s) from step three are
  done.
• If you need to start over, use the Start Over
  button on the left.
• If your report is satisfactory, click the Save
  Report button on the right of the report.

24
Application Report Builder
Select information Collecting by applicants And
generate your own custom application reports
25
Step 5 - Save Your Report
You should now see the Custom Reports Builder Page

• Fill out all required information (in red) and
  click the Save button to save the report. NOTE
  The report will be run able by the account you
  choose from the drop down.

26
Retrieve Reports

• Click the Report Link under Standard or Custom
  Reports to retrieve a current report!

27
Viewing Report Results
28
Saving Reports
After conducting a search, you can store the
results in a resume folder.

• Select File from the Top Menu and choose Save As
  from the Choice List
• Then save the file to your desktop or a folder
  you create. When you save the file, create a name
  for the file and add .xls or.doc (Example
  report.xls)

29
Exporting Reports
By saving your file with .xls or .doc extension
the file is saved in word or excel file format.