Manage Candidates (Early Adopter) Overview
This functionality is in the Early Adopter phase. For more information about availability, see the "Implementation" section below.
With this enhancement, a new Manage Candidates page is available for Recruiting. Manage Candidates provides a one-stop shop where recruiters can quickly and effectively assess and manage all their candidates through the hiring process on one page. Further, recruiters can change the status of candidates from across all their requisitions using a single Change Status page.
Manage Candidates is an alternative to the current Manage Applicants, New Submissions, and Suggested Referrals experiences. From this page, you can:
- View Suggested Referrals, New Submissions, and other applicants across requisitions in a single view
- View a candidate's name, phone number, email address, requisition (title and requisition ID), current status, days in status, and submission date
- Search for candidates by name, email address, phone number, and parsed resume keyword
- Sort candidates by application/referral submission date, candidate first name, days in status, and requisition ID
- Filter candidates by requisition, status, or both
- Change status for one or more candidates in one or multiple requisitions
- Change status for suggested referrals, new submissions, and all other statuses in one place
- View the next available status for one or more candidates when changing status
- Assign disposition(s) to one or more candidates
- Click a candidate’s name redirects to Applicant Profile (Suggested Referrals excluded)
- Click candidate's email address to send email
- Click requisition title to edit requisition
- View/download a candidate's resume and application
- View the Manage Candidates experience on a mobile device
Should my organization be an Early Adopter of Manage Candidates?
Consider the following when determining whether being an Early Adopter for Manage Candidates is right for your organization:
- My organization wants to view and manage candidates on a mobile device
- My organization wants to change status across all requisitions
- My organization understands that not all planned Manage Candidate features are currently available in the Early Adopter program, but we are eager to start using the features that are available now.
- My organization does not need to configure which columns appear on the table and the column order to begin using the Manage Candidate experience. We understand that this is planned.
- My organization can begin using the Manage Candidate experience using only Requisition and Status filters. We understand that additional filters and the ability to configure which filters are displayed is planned.
- Access to the Manage Candidates page is only available to users with Requisition: Manage permission and/or Requisition: Owner permission
- Job seekers who used Connect With Us but have not applied to or been suggested for a job will not be displayed on the Manage Candidates page.
- When a search is performed it will search across the following fields:
- Searches are performed using a "starts with" method. This means that a search for "Art" will yield "Arthur" but not "Martin."
- Names will be searched by first name and last name individually, meaning if I search for “John”, it will match a candidate “John Newton,” as well as “Sally Johnson”
- Exception: Japanese or Chinese characters are searched using a "contains" method. This means that a search for "Art" would yield “Arthur” and "Martin" as a match.
Note: You cannot specify which field you are searching for (i.e., “First name = John”).
- In some cases the data shown in Manage Candidates may temporarily not match what is seen in Manage Applicants and other pages. There may be a delay of up to 20 minutes before changes to candidate information are reflected.
Manage Candidates is available for Recruiting clients through the Feature Activation Preferences page.
Frequently Asked Questions
Suggested Referrals, New Submissions, and Active Applicants will appear in the table. These candidates are all associated with jobs and will appear with their current status and requisition. Job seekers who used “Connect With Us” but have not applied to or been suggested for a job will not be displayed. Additionally, candidates who were closed with a disposition that is excluded from the candidate bank will not be displayed.
For more information about dispositions, see the Requisition and Applicant Preferences - Dispositions topic in Online Help.
The recruiter will only see active candidates (not in a Closed or Hired status) for open jobs for which the recruiter is a requisition owner. The recruiter can change the filter to show other candidates, but this will always be the default view upon returning to this page.
There will be a record for each requisition with which a candidate is associated. For example, if John Smith is a “New Submission” for Req1 and Req2, he would appear twice when filtering only for candidates in “New Submission” status.
With the May ’18 release, only requisition and status filters will be available. Additional filters and the ability to configure which filters are displayed may be available in a future release.
With the May ’18 release, the candidate table will not be configurable. The ability to configure the table may be available in a future release.
No. Searching is across the available fields. For example, a search for “New” will show matches for “John Newton” (name) as well as Newton@emailaddress.com (email).
Additional features from the Manage Applicants page may be added to the Manage Candidates page in a future release.
Yes, the new Manage Candidates page will work in tandem with the legacy pages. What this means is that if you change a candidate’s status via the New Submissions page, the change will also show up on the new Manage Candidates page. The same applies in the reverse so that any changes on the new Manage Candidates page will appear on the legacy pages.
If the Allow applicant status change date option is unchecked in General Preferences, then the option to change the date of a status change does not display in the Change Status flyout. The date of change will be the date you made the change in the system, which is consistent with current functionality.
All required statuses will be validated and candidates will not be able to skip a required status. The only caveat is that it will no longer be necessary to click the Complete button on a status. As long as the candidate has been in the required status, they can move forward.
With this enhancement, you will be able to see referrals on the Manage Candidates page, with detail as to whether they have been “Invited to Apply” or “Declined.” Since this information will now be displayed on the Manage Candidates page, recruiters will be able to more easily follow up with candidates that have been “Invited to Apply.”
Yes, you will now be able to move candidates from a Closed or Hired status to another status from the Manage Candidates page, in addition to the Applicant Profile.
A validation message will appear to whoever changes the status second to indicate that another user recently updated the status. The message will prompt the user to refresh the page in order to view and change the status. If you tried to change the status for multiple candidates, when you receive this message, some of the candidates may already be successfully processed. The message at the top of the flyout will indicate any successfully processed candidates.
Leave the Invite to Apply status as is in the Change Status flyout. Then, click. This will resend the Invitation to Apply email, provided the email is configured and active in Email Administration.
The following permissions apply to this functionality:
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Recruiting Feature Activation Preferences - Manage||Grants ability to access and manage Feature Activation Preferences in Recruiting. This permission cannot be constrained. This is an administrator permission.||Recruiting Administration|