Search CVs for candidates

This is an introduction, to searching CVs within Tribepad –

To get the most out of Tribepad and find out the many ways you can search the top talent within your database, please go to cv-searching-all-you-need-to-know/

There are four main ways to search for candidates in your Tribepad database:

To start a CV search, click CV Search on the top navigation bar:

 

1

Saving a Search & using Saved Searches

CV search criteria can be saved by clicking on the Save search button:

ButtonSave

Enter a name for your search and click Save search:

Save_Search

To cancel without saving, click x.

To use a saved search, click the Saved searches button and select the name of the search from the list of options:

Saved_Search

 

Hide filter widgets

The faceted ‘filtering’ widgets along the left hand side of CV Search can be hidden by clicking the Filter button:

ButtonFilter

Clicking the button again will display the widgets.

 

Candidate information

For each candidate returned by a search, the following information will be displayed:

  • Name – click to open the Candidate Overview
  • Availability for work indicator – either a green circle (available), orange circle (available from date) or red circle (not available).  Hover the mouse over the circle for further details:
circlegreen circlered circleorange
  • Candidate type indicator(s) – one or more of the following icons:
p  – Passive Candidate
e  – External Candidate
i  – Internal Candidate
Referred  – Referred Candidate

Hover the mouse over the icon for further details

  • Work experience – most recent work experience, if provided
  • Education – if provided
  • Location – if provided
  • Profile picture – if uploaded
  • A star rating – indicates how well the candidate matches the search criteria.  5 orange stars indicates an exact match

 

Show more details

To display each candidate’s full work experience history (if provided), click the Show more details checkbox to display a tick:

showmore

Un-tick the box to display only the most recent work experience.

 

Individual candidate options

Hover the mouse over a candidate to reveal a task bar:

CandOpts

 

Performing tasks on multiple candidates

Tasks can be performed on multiple candidates by selecting them in the candidate list. Candidates can be selected in two ways:

1. Tick the checkboxes located to the left of the candidate information

SelectMult

To deselect, click the checkbox again to remove the tick.

2. Use the Select option

Click Select button and click one of the radio buttons.  In this example, 9 candidates were returned by the search so an option exists to select all 9 candidates:

SearchSel

To deselect candidates either use the select option or click the checkboxes to the left of the candidates’ names to remove the ticks.

When candidates are selected the Contact, Invite or apply, Tag and Email CV buttons on the task bar will be enabled:

Enabledbutts

Video Guide

> Help & Support

Back To Top

Dashboard

When you log in to Tribepad you will be presented with the Dashboard.

The Dashboard will provide you with an overview of key recruitment activities and allow you to perform certain actions to help you obtain specific information for example:

The Search field

Use the Search Facility if you would like to quickly find a specific Candidate or Job, you can do this by entering the Candidate Name, Job Reference or Job Title into the Search text area.

If you search by Candidate Name, the CV Search screen will appear and if you search by Job Title or Reference, the Job List screen will appear.   If results are returned you can select from the available options.

Capture

The Summary Box

The Summary box provides a snapshot of activities, which may prompt, highlight or just remind you of some actions that may be required.

  • Interviews – highlights the total number of interviews that are scheduled for the current day.
  • Tasks – highlights the number of tasks for review, for example, you may have set a reminder to contact the candidate.
  • Referrals – provides the total number of Referrals that have been made in the last 7 days.
  • My Active Job Posts – highlights your total number of Active job posts.
  • My Expired Job Posts – highlights your total number of Expired job posts.

1 Summary

Dashboard Widgets and configuration

The Dashboard contains six Widgets and the position of each Widget can be re-arranged, this is to enable you to view the most meaningful data in the most logical order of appearance to you.  Each Widget contains information regarding specific recruitment activity.

 

icon Select the cross symbol to drag and drop a Widget into the desired place.

The ‘Jobs’ widget

The Jobs Widget allows you to view the most recent Active jobs added to Tribepad by the Recruiter.

You can search for roles by Keyword or filter your search criteria, perhaps you would like to review Unfinished Jobs.  You can also filter by Your Jobs, Jobs Shared with you or All Jobs.

The following information is displayed for each job:

Job Title 

Select the Job Title and you will be taken to the Job advert that was created when the job was created.

Location

Provides the location of the job, you can review the location within the Map shown within the Job Advert.

Job Owner

Provides the name of the Recruiter that created the role.

Open Date Expiry Date

Provides the date the job opens and the date the job expires.

Applications

Provide the ‘Total’ number of Applications made to the role (including applications that have been started but not yet submitted). Select the number and you will be presented with a new screen which shows the Job Title, Applicants and actions that can be taken against the candidates within the role, for example, move a candidate to Shortlist.

New Applicants

Provides the ‘Total’ number of New applications made to that role.  New Applicants haven’t yet been moved to the next stage in the recruitment process.  Select the number and you will be presented with a new screen which shows you Job Title, Applicants and actions that can be taken against the candidates within the role, for example, move a new applicant candidate to In Review.

In Process

Provides a list of applicants that have been moved to different stages of the recruitment process.  Select the number and you will be presented with a new screen which shows you Applicants at various stages of the recruitment process.

Stage

Indicates the furthest point that a candidate has reached in the recruitment process. For example, if the stage shows as New Applicants and there haven’t yet been any applications, it highlights that the role is pending new applications.   If the Stage shows as Shortlisted, it means that there are 1 or more candidates that have reached as far as the Shortlist Stage.

The Briefcase Icon

Select the Briefcase and you will be presented with the Job Advert.

*Useful Hints

The Stage will always show the furthest point that a candidate has reached in the recruitment process, even if the candidate is moved back to a previous stage.

Withdrawn and Rejected Candidates are not reflected in the Stage status.

 

The ‘Interview’ widget

The Interview Widget provides you with an overview of scheduled interviews.

Select the candidate’s name to view their profile and/or select the job title to view job advert.

If you need to rearrange a scheduled interview, select the ‘rearrange’ option which will take you to the Interview Slots creation page.

Interview Widget

The ‘Applications’ widget

The Applications Widget allows you to review how many applications you’ve received over the last 10 days, you can change the timescale by selecting the calendar icon.

Applictions 1

The ‘Referrals’ Widget

The Referrals Widget allows you to view the job applications made by candidates that you have referred to a particular role.

You can select to view the Applicant, the Job and check the Application status.

referral Widget

The ‘Tasks’ widget

The Tasks Widget allows you to view your Task list and the Task due date – select the candidate’s name to view their profile.

Select the tick icon when you’ve actioned your task or select the cross icon to delete it.

Tasks

Your Groups

The Groups Widget allows you to view and select the Groups you have joined, see how many discussions and members are within each Group, it’s a great way to manage and engage with a specific talent pool.

grps1

Now that you are familiar with the Dashboard, why not review other areas of the Support Manual.

> Help & Support

Back To Top

My Applications Dashboard

The Applications Dashboard (found under the Jobs tab on the top navigation menu), is where the Recruiter can find a list of all candidates, in all stages of the process for your vacancies.

1

This will open the New Applicants tab, which lists all candidates (at each stage of the process) in date applied order (most recent applications first) –

Filter by ‘Group by jobs’ or ‘show my jobs only’ if you need to.

Click the candidate name to enter their profile, or the head icon to the right to enter their mini profile.

Tribepad

Tabs

Applicants are ordered by application status in the following tabs:

  • New Applicants – applicants that have applied for a job but have not yet been processed, ordered by date of application
  • In-Review – applicants moved to the In-Review stage of the application process, ordered by time/date of setting to In-Review
  • Shortlisted – applicants moved to the Shortlisted stage of the application process, ordered by time/date of setting to Shortlisting
  • Interview – applicants invited or booked for interviews, ordered by time/date of the invitation
  • Offered – applicants offered a position, ordered by time/date of the offer
  • Accepted – applicants that have accepted a position, ordered by time/date of the acceptance
  • Hired – applicants that have been hired, ordered by time/date of the hiring

View the candidates in each status by clicking on the tab headings.

You can also add filters, contact the candidates and move them through the process from using the options menu (cog icon).

 

Viewing Applicants

The recruiter can browse through the list of applicants by clicking on the Next, Last or page number buttons/selector located at the bottom of the list of applicants.

Pagebuttons

 

Group by jobs

When the Group by jobs button is clicked, applicants will be organised below the job title they have applied for, in date applied order.  Jobs will be listed in date applied order (most recent first):

Group

 

Show my jobs only

When the Show my jobs only button is clicked, only applicants who have applied for the recruiter’s jobs will be listed.

Showmyjobs

 

Download List

When the Download List button is clicked, the recruiter can download the list of applicants in .csv format.

Download

The following columns will be included in the downloaded file:

  • forename
  • middle name
  • surname
  • email

 

Applicant Details

The following applicant details will be displayed:

  • Name
  • Location, if stated
  • Previous experience, if stated

Hover the mouse over the applicant’s name and previous experience to display more details:

Details

The recruiter can click on a applicant’s name to display their Candidate Overview.

 

Process Questionnaires

The recruiter can hover the mouse over the questionnaire icons to view the process questionnaires assigned to the job post.  Questionnaires listed in red text have not been completed.  The status will be displayed as Pending when the mouse is hovered over the text.  If the questionnaire has been partially completed, the mouse-over text will also include ‘answered by’ details:

CVfeedpend

Questionnaires listed in green text are complete.  The status will be displayed as Complete when the mouse is hovered over the text.  Details of the user and date/time of completion will also be displayed:

CompQuest

If a tick appears next to the questionnaire it has been submitted to a recruiter for review.  Details of the user and date/time of submission will be displayed in the mouse-over details:

CompQuestReview

 

Questionnaires listed in black text with a tick have been submitted to a recruiter for review in an incomplete state.  The status will be displayed as Pending when the mouse is hovered over the text.  Details of the user and date/time of submission will also be displayed.  If the questionnaire has been partially completed, the mouse-over text will also include ‘answered by’ details:

submittedby

In the Shortlisted tab, Interview tab and Offered tab the recruiter may see additional process questionnaire icons relevant to the application stage.  Red questionnaire icons are displayed for questionnaires that have not been completed.  The status will be displayed as Pending when the mouse is hovered over the icon.  If the questionnaire has been saved in a partially completed state, the mouse-over text will also include ‘answered by’ details:

Questiconspend

Green questionnaire icons are displayed for questionnaires that have been completed.  The status will be displayed as Complete when the mouse is hovered over the icon.  Details of the user and date/time of completion will also be displayed:

Questiconscomp

To view or complete a questionnaire, the recruiter can click on the icon or text.  See Completing Process Questionnaires for more details.

 

Status

Each applicant will be assigned a status.  The following statuses may be displayed:

  • Incomplete – applicants who have not completed the application process
  • In Process – applicants who have completed the application process
  • Rejected Pending – applicants who have failed the application process
  • In Review – applicants under review
  • Offered (Pending approval) – applicants with offers awaiting approval
  • Offered – applicants with formal offers of a position
  • Interview – applicants invited for an interview (orange text) or an interview has been booked (green text)*
  • Accepted – applicants has accepted a job offer
  • Hired – applicants have been hired

* The recruiter can hover the mouse over interview statuses to display further details on the interview booking or invitation:

Intdetails

 

 

Markers

The following markers may be displayed:

 i Internal Candidate
A Agency user – click on the icon to view the agency user
 P Passive Candidate
Referred Referred Candidate – click on the icon to view the referrer’s profile
 Notes Notes – click on the icon to view the Candidate Overview
 CVsent CV sent
SelectionMethod

RTW

Selection Method

Right to Work requested

 

Hover over the symbol to see the candidate’s status

Labels, and in some cases further information, will be displayed by hovering the mouse over the marker icons.

 

Pre-screening Questionnaire

If a pre-screening questionnaire is assigned to a job post, one of the following icons will be present for each applicant:

CVpassed Questionnaire complete: passed
 failed Questionnaire complete: failed
 incomplete Questionnaire incomplete

If the pre-screening questionnaire is complete, the recruiter can click on the icon to view the questionnaire.  The following information will be displayed:

  • the applicant’s answers
  • the total score
  • the score for each question
  • if any killer questions were failed

Clicking the PDF button will download the completed questionnaire as a .pdf:

ViewQuestionnaire

Clicking X or Close will close.

 

Applicant Profile

The recruiter can click on the Profile button to display the applicant’s profile:

Profile

Depending on the details submitted by the applicant, the profile may include the following information:

  • Name and contact details
  • Profile details
  • Personal summary
  • Education
  • Pre-screening questionnaire answers
  • CV

It is possible to process the applicant from within the profile using the Option menu.  To open the menu, the recruiter can hover the mouse over the icon.  To view additional options, the mouse can be hovered over Other Options:

ProfileOptions

The recruiter can then select the appropriate option to process the applicant.  For more details, see Processing Applicants section below.

The buttons at the bottom of the profile can be used to download a copy of the applicant’s CV.  The applicant’s original CV can be downloaded or a CV can be generated using the information stored on the applicant:

Profilebuttons

Note: if an applicant has not uploaded their CV the Download original CV button will not be present.

Clicking on the arrow buttons located on the top left/right of the profile will view the next applicant’s profile:

ProfileArrows

Click X to close the profile.

 

Processing Applicants

The recruiter can select applicants for processing in two ways:

1.Tick the checkboxes located to the left of the applicants’ names

Select

To deselect, click the checkbox again to remove the tick.

2. Use the Select option

Hover the mouse over the Select icon and click the All on this page option:

Select2

To deselect applicants either use the None on this page option or click the checkboxes to the left of the applicants’ names to remove the ticks.

When applicants have been selected the Options menu will be enabled.  The recruiter can hover the mouse over the Options menu icon to view the menu.  Hovering the mouse over Other Options will display additional options:

NewOptions

The recruiter can then select one of the following options (the options available will depend on the current status of the selected applicants):

* Note: If multiple applicants are selected, the recruiter will be asked to confirm the selection before proceeding with the action:

ConfirmMultiple

The recruiter can click on an applicant name to view their Candidate Overview.

To remove an applicant, X can be clicked alongside their name.

Clicking Yes, continue will confirm.  Clicking Cancel or X will cancel and exit.

When confirming the action, a review pane will be displayed:

Confirmult

Clicking on a applicant name will open their Candidate Overview.

Clicking Close will close the review pane.

 

> Help & Support

 

 

 

Back To Top

Create & Publish a Job Vacancy

To create a new vacancy within Tribepad, click on Jobs in the top navigation menu and select Add New Job –

Capture

This will open the Job Editor. The tracker bar at the top of the screen tells you how far along you are in the process of submitting the job post:

Capture

You have the option to create a new job post or to use an existing job template. To create a new job template see Create a job template.

 

Using an existing job template

If you want to use an existing job template click on the Filter by Job Template Category dropdown arrow to display the list of template categories to filter by and select the category you wish to use. Then click on the Choose Job Template dropdown arrow to display the list of available job templates and select the template you wish to use. In this example, the category selected is ‘IT/Software Development’ and the job template is ‘Developer’:

SelectTemplate2

When the job template is selected, the job post will be pre-populated with the template details.

For more details on creating job templates, see Create a job template.

 

 

Adding a Pre-Screening Questionnaire

Questionnaires can be added to the job according to candidate type.  To add a questionnaire, select the appropriate dropdown arrow to display the list of questionnaires and click on the questionnaire you wish to use. In this example, the General Questionnaire has been selected for external candidates and the Developer questionnaire has been selected for internal candidates:

SelectQuestionnaire2

For more information on creating pre-screening questionnaires, see Pre-Screening Questionnaires.

 

Integrations – 

At this point, you may have integrations, such as;

  • Video Interviewing
  • Skills or psychometric testing
  • Right to work checks

VI

 

Assign roles for this job

Here’s where you can share the job with your colleagues.  The default assigned role for the job is Job Hiring Manager.

Capture

To change the assigned user, click on the username to display the Select hiring manager for the job panel and click X located to the right of the assigned user:

Then click the arrow located to the right of the user you wish to assign to the role, then click Save.

Stericycle Career Centre

You can assign more roles and users to the job by clicking Assign more roles for this job again, and repeating the steps above for other roles, ie Job resourcer.

 

Tailor Your Candidate’s ‘Application User Journey’

 

Click here to completely tailor the candidate’s application journey –

For example, when recruiting for a senior role, you might prefer to shorten the application journey by turning off many of the profile builder features – doing this will shorten the candidate’s application time.  Just ask for a CV and make it required

You can also reorder any of the requirements that have this symbol – simply drag & drop them into the order you want where you see this symbol – Capture

If an option is grey it means it is disabled for this job.  If it is green then the candidate will be asked for those details.  For example, on the ‘Profile Builder’ section in the screenshot below, you can click on ‘Education’ – in the screenshot you can see it is grey but if you click it then it will turn green.  If it is grey then the candidate will not be prompted to add education details to their profile.  Similarly for career and skills.

If you turn an option on you can make it optional or mandatory.  If it is optional then the applicants will not be forced to complete the section during registration/application but they will be prompted and given the option to add them.  This may be good for Graduate roles where you can ask candidates for career history but make it optional, as some candidates will have had jobs whilst others will not.

 

 

Capture

Tip! – take the opportunity to ask your candidates for additional documents, for example a portfolio, video or audio for a creative position.

 

The ‘Additional Fields’ section includes things like the candidates’ industry sector, ideal salary, distance willing to travel etc.  You can turn these on or off as well.

You can also see the square icon to the left of many of the toggles Capture which indicates that you can move this section of the application process to a different position, and allows you to have full control over the candidate experience for your different jobs, and have different experiences for different jobs.  So you don’t have to make a Security Officer role go through the same experience as a Project Manager, for example.

You can also see at the top of these options that you can turn some of these sections on the registration page.  Depending on how you set up a job, this means you could present all your questions to a candidate on one page,  including the questionnaire.

This is a very powerful option if you are not wanting to collect very much upfront information from your applicants – but note that we do not recommend placing the questionnaire on the registration page unless it is short.  Please also note that you can only put linear questionnaires on the registration page as branching questions would be confusing for candidates if they were also on the registration page.

 

Application Progress Bar 

Please note the show application progress bar – this is located at the bottom of the above image, under custom application user journey, and allows the candidate to see where they are in the application process – how far they’ve come, and how far they have to go –

Here’s what it will look like to the candidate, when applying for a role –

2

And here’s the extended version – notice that each stage tells you what that stage is –

2

 

Application Restriction Groups (this feature is located on the first job editor page when creating a new job)

You can set up a ‘restriction group’ per vacancy, which restricts candidates from applying for the same type of job within a defined time period, for example once every 6 months, or once per year.

2

 

Max Applications

A typical restriction group could be “Restriction 1 – Max. 4 applications within 365 days”. Candidates will ONLY be able to apply for 4 jobs, for jobs set up with this restriction group.

They will still be able to apply for further jobs if they do NOT have this restriction group applied.

 

For example:

  • A candidate applies for 4 jobs
  • They have reached the maximum number of applications, and can no longer apply for any other jobs with this setting for the specified time period
  • When the time period has passed, the counter is reset and the candidate will be able to apply for jobs with that setting

 

Max Unprocessed Applications

An example of a max unprocessed application is “Restriction 2 – Max. 3 unprocessed applications within 1 days”

For the max unprocessed applications, a candidate can have up to 3 unprocessed applications within 1 days for jobs with this setting. Status’ such as hired, rejected or withdrawn applications are considered processed.

So for example:

  • A candidate applies for 3 jobs
  • They have reached the maximum number of applications, and can no longer apply for any other jobs with this setting for the specified time period
  • Then, when the candidate is processed into either hired, reject OR withdrawn for one of the jobs, then the counter is reset to 2 applications
  • Because the counter is reset, and they have been processed for one of the jobs, they can no apply for a further 1 job with that application restriction group attached

 

 

Job Details

Enter the details of the job into the boxes. The fields marked with * are mandatory.

Salary Text

The Salary Text box helps match candidates to relevant jobs.  If it is left blank it will display the salary values only. If it is populated, for example with the word ‘competitive’ or a grade, the candidate will not see the salary on your advert.

ac4 psalarytext

Postcode

The postcode is used to display the location of the job on a map, so if entering a postcode ensure it is entered correctly. If a job is in multiple locations, just specify an area, such as UK.

ac4 - postcode

 

Applicant type

Click on the Applicant must have a full profile? dropdown and select one of the two available options.  This will enable you to set whether a candidate must have a full profile to apply for the job or not:

FullProfile

Twitter

If you want the job to be posted to your company twitter feed then click on the Post to Twitter dropdown and select ‘Yes’:

Twitter

 

ATS Process Questionnaires

Use the dropdowns to specify any ATS Process Questionnaires you wish to assign to the job:

ATSProcQuest

For more information on creating process questionnaires, see Create Questionnaires.

 

Dates

To add the required valid from and job expiry dates, just click the associated date picker icons.  This will display a calendar enabling the correct date to be selected:

Capture

Visible to

Use the Visible to fields in combination with the date fields to specify when a job should be visible and to which candidate types.  To specify the candidate type, click on the dropdown arrow for the required field and select the appropriate option.  In this example, a job will be searchable from 28 Jul 2016 for internal candidates only, and then from 08 Aug 2016 for all candidates.  The job will expire on 28 Aug 2016.

Tip!  Selecting Evergreen job will ensure that your role always remains open – use this for roles you’re continuously recruiting for.

NOTE: Visible to No one means that the job can only be viewed if the link or job reference number is known.

 

Cancel, Finish or Next

The following buttons are available at the bottom of the Job Details screen:

Buttons

  • Cancel – when clicked any details entered so far will not be saved and you will be returned to the Jobs List
  • Finish – when clicked the details entered so far will be saved and you will be returned to the Jobs List – the job will be found in your incomplete jobs list (drafts)
  • Next – when clicked the details entered so far will be saved and you will progress to the next stage of job creation – Create job description

Note: To progress to the next stage, or to save job, you must complete all required fields first.

> Help & Support

 

 

 

 

Back To Top

Create a job template

Using job templates are a great way to standardise, streamline and save time during the job creation process, especially if you regularly advertise for the same or similar roles.

Note; if you publish a role using a job template, you cannot change the job template and choose a different one once the role has been published.

To create a job template click Jobs on the top menu and select Job Templates:

1

Click on the Create Job Template button:

Create

This will open the Job Template creation screen.

The tracker bar at the top of the screen shows you the two stages of the job template creation process:

 

CreateAJobTemplate

To create the job template enter a Job Template Title and fill in the information you require.

The padlock by the side of each field allows the information to be locked.  To lock the field (to prevent it being changed when the template is used to create a job), click on the padlock to display a locked padlock.  To unlock, click on the padlock to display an unlocked padlock.

ac4 padlock

Save Template or Continue

The following buttons are available at the bottom of the Job Details screen:

buttons

Save Template – when clicked the details entered so far will be saved you will be returned to Job Templates.

Continue – when clicked the details entered so far will be saved and you will progress to the final stage of creating a job template (Enter Job Description, see below).

 

Next, is Questionnaires – please consider whether you would like to save time filtering later on, by adding a Questionnaire now. When you’ve created a questionnaire that fits your own prescreen questions, you can find it in the drop-down list here.

Tribepad

 

Using a questionnaire enables you to ask the candidate important questions, such as –

  • ‘Do you have the right to work in the UK, or the country to which you’re applying?’
  • ‘Select which qualification you hold, from the list below’
  • ‘Summarise your relevant experience in up to 250 words’

For more information about creating your own Questionnaire, please see the relevant section of this manual:

creating-a-pre-screening-questionnaire/

 

Next, you can tailor the candidate’s ‘application user journey‘ to suit your role.  This means that you can change the process, ie essentially ask your candidates for a CV and any other supporting information, which will ensure the application is fast to complete.

Alternatively, you can make your candidates go through more of a process, so they’re investing time by creating a profile including career, education, skills details – this method is great for less experienced candidates, or those who tend not to have CVs.

For more information on the application user journey – please see the add new vacancy – create job details section of the manual –  create-job-details/

 

Now, you can complete as many of the mandatory fields you’d like to – be mindful of the areas that could change the next time you advertise the same vacancy, ie salary, location, which you might choose to leave blank (to be completed on the actual job post, after you’ve pulled through the template details).

 

The padlock by the side of each text box allows the information to be locked (only a superuser can unlock the padlock) –

Tribepad

To lock the field, click on the padlock to display a locked padlock.  To unlock, click on the padlock to display an unlocked padlock.

Text can be entered manually or pasted directly from Word, or as plain text and formatted using the functions provided.

 

 

Please note – you can now add ATS process questionnaires to your job template –

These are set up using the same method as prescreening questionnaires, creating Questions and pulling them into a Questionnaire –

ATS process questionnaires enable you to capture information from (for example) your hiring manager, regarding interview or offers feedback and more.

To find out more about ATS process questionnaires, please see interview-feedback-questionnaires  ‎as an example.

unnamed (1)

 

Next, enter your Job Description

Entering a Job Description is the final stage of creating a job template.

JobDescription

On the Job Description screen, text can be entered and formatted for the following options:

  • Package Description
  • Job Introduction (Internal)
  • Job Introduction (External)
  • Main Responsibilities
  • The Ideal Candidate
  • About The Company
  • Tag Cloud:comma separated

Completing these areas will save you a lot of time the next time you advertise the same role.  Also, they will ensure your adverts are consistent.

 

 

Back or Save Template

The following buttons are available at the bottom of the Job Description screen:

descbuttons

Save Template – when clicked the job template will be saved and you will be returned to Job Templates. The new template will be displayed in the list of job templates.

Back – when clicked you will be returned to the Job Details screen.

 

 

> Help & Support

Back To Top

New Applicants

Processing New Applicants

Contents:

1 – Tribepad Recruitment Stages 2 – How to Navigate to the New Applicants Tab 3 – New Applicants Tab – Content Overview

4 – The Applicant Name – Functions Available 5 – Application Status 6 – Application Questionnaires 7 – The Applicant Mini Profile

8 – The Applicant Filter 9 – The Applicant Sort Option 10 – Processing Applicants

 

1 – Tribepad Recruitment Stages:

  • New Applicants 
  • In Review
  • Shortlisted
  • Interview
  • Offered
  • Accepted
  • Hired
  • Rejected
  • Withdraw

The New Applicant status provides details of all new applicants that haven’t yet been moved to the next stage of the recruitment process. 

There are multiple options available to you within each of the Recruitment Stages (mentioned above) such as emailing an applicant perhaps to make initial contact or ask for further information.  You may want to invite them to book on to an interview that you have scheduled, perhaps you would like to ask them to complete a questionnaire or take part in a video interview, hire the applicant or ultimately reject their application as unsuitable.

During the applicant processing journey you will notice various icons, each of which contain information (use your cursor to hover over the icon) and or navigate (use your cursor to select the icon) you to different areas of Tribepad.

To help ease the processing journey within New Applicants we have identified list of icons that you can quickly refer to if you are unsure of their meaning.

 

  • Application Icon Directory:

New Applicants - Icon Directory

 

 2 – How to Navigate to the New Applicants Tab:

To view the New Applicants that have applied for a particular role, click the number displayed in the New Applicants column for the job you wish to view:

1

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If the job post is not displayed on the Dashboard, click Jobs on the top navigation menu and select View Jobs List. 

Alternatively, click View All on the Dashboard:

1

This will display the Jobs List.

 3 – New Applicants Tab – Content Overview:

The New Applicants Tab is broken down into the following data;

  • The total number of new applicants
  • A List of all new applicants
  • A job description
  • The option to share the job with a colleague
  • The option to reject or withdraw a candidate
  • The option to review who the job has been shared with
  • The option to review which candidates have been rejected or withdrawn
  • Links to the URL for the Job Page and Apply Page

See More functionality for further details of general functionality available on this screen.

 4 – The Applicant Name – Functions Available:

There are multiple functions available to you, just by using your cursor to hover over the applicant name:

The Quick Action pop-up allows you to review the following:

  • Application Details – such as Registration Time, Application Time and User Name
  • Applicant Badges and Tags
  • Quick Actions – such as Add to Shortlist, Interview, Hire and Reject

Current/Previous Role pop-up:

  • Shows the applicant’s most recent role – if they have completed the information on their profile

 5 – Application Status:

Each applicant will be assigned a status

  • Incomplete – applicants who have not completed the application process
  • In Process – applicants who have completed the application process

 6 – Application Questionnaires – Pre-screening Questionnaire:

If a pre-screening questionnaire is assigned to the job post, one of the following icons will be present for each applicant:

QuestComp   Questionnaire complete: passed – the number denotes the applicant’s score
 QuestFailed   Questionnaire complete: failed – the number denotes the applicant’s score
 QuestIncom   Questionnaire incomplete  

 

If the pre-screening questionnaire is complete, click on the icon to view the questionnaire.  The following information will be displayed:

  • the applicant’s answers
  • the total score
  • the score for each question
  • if any killer questions were failed

Click the PDF button if you want to download the completed questionnaire as a pdf:

ViewQuestionnaire

Click X or Close to close.

 7 – The Applicant Mini Profile:

The Applicant mini profile provides an overview of the actions that the applicant has taken, for example a list of applications made.

The buttons at the top of the mini profile can be used to download a copy of the applicant’s CV.  The applicant’s original CV can be downloaded or a CV can be generated using the information stored on the applicant:

Profilebuttons

Note: if an applicant has not uploaded their CV the Download original CV button will not be present.

 

  • You can also use the Cog Menu to start processing the applicant to other stages of the recruitment process:

Cof Menu - Mini Profile

 

  • Click on the arrow buttons located on the top left/right of the profile to view the next applicant’s profile:

ProfileArrows

Click X to close the profile.

 

8 – The Applicant Filter:

If you would like to filter your applicants by certain criteria, you can elect to use the filter option.   This will allow you to quickly review those candidates that you perhaps want to Shortlist or Reject.

  • Completed and passed killer questions
  • Incomplete Applications
  • Failed Killer Question
  • Question and Answer
  • Skills and Location
  • Interview Stage
  • Right to Work Status
  • Video Interview Status with Voting Options
  • Candidates in Stage
  • Candidate Type

To set the filters, click on the ‘Filter’ button:

Filterbutton

This will open the filter options panel.

When you have selected the options you wish to filter by, click the Apply Filters button.

All applicants that match the filter(s) will be listed below the filter options panel.

To reset the filters, click the x button:

ResetFilters

Note: once the filters have been set they will be applied to all stages in the ATS until they are reset.

 

9 – The Applicant Sort Option:

You can elect to sort your applicants using the sort function;

sort option

This allows you to view candidates that you have seen in different stages, by their Video Interview score or by their surname.

 

10 – Processing Applicants:

When you have reached a point where you would like to carry out some actions against your applicants, select the check-box next to the applicant name (you can use the ‘Select’ menu to choose more than 1 applicant).

You should now see that the Cog Menu (Options Menu) has become available – use your cursor to hover over the cog menu and review the options available in terms of applicant processing.

 

1

 

Cog Menu – Options Available:

  • Email – see Send an email to a jobseeker for more details
  • Add to shortlist – applicant(s) will be shortlisted, see Shortlisted Applicants for more details *
  • Add note – see Add a note to job seeker for more details
  • Reject – applicant(s) will be rejected, see Rejected Applicants for more details
  • Confirmation of interview – see Confirmation of interview for more details
  • Invitation to book interview – see Invitation to Book an interview for more details
  • Mark as withdrawn – applicant(s) will be withdrawn, see Withdrawn Applicants for more details
  • Add to In-Review – applicant(s) status will be set to ‘In-Review’, see Applicants In-Review for more details *
  • Video Interview Options – invite your candidate to take part in a video interview
  • Other Options
  • Mark as accepted – applicant(s) status will be set to ‘Accepted’, see Accepted Offers for more details
  • Hire – applicant(s) status will be set to ‘Hired’, see Applicants Hired for more details
  • Offer job – applicant(s) status will be set to ‘Offered’, see Job Offers for more details
  • Email CV/Questionnaire – share the candidate’s CV and questionnaire with a colleague (see Email a CV for more details)
  • Grant Secure Profile Access – allow a colleague secure access to the candidate’s profile, without them having a Tribepad user account
  • Request offer approval – see Request approval for a job offer for more details
  • View/Set Selection Method – see View and set a selection method for more details
  • Send SMS – contact your candidate by SMS from the system
  • Send Questionnaire  if you would like to gain further information from your applicant you could send the a questionnaire
  • Attach Document – Perhaps you would like to upload interview notes

* Note: If multiple applicants are selected, you will be asked to confirm the selection before proceeding with the action:

ConfirmMultiple

Click on an applicant name to view their Candidate Overview.

To remove an applicant, click on the X alongside their name.

Click Yes, continue to confirm or click Cancel or X to cancel and exit.

When confirming the action, a review pane will be displayed:

Confirmult

Click on an applicant name to view their Candidate Overview.

Click Close to close the review pane.

 

> Help & Support

 

 

 

Back To Top

Add notes and tasks to a candidate

Each time you have contact with your candidates outside the system, you’ll need to log some details about your conversation, so that you have an audit log and your colleagues can see that you’re working with the candidate.

Notes and tasks can be assigned to an individual job seeker or multiple job seekers.  To add a note, job seekers need to be selected in the ATS and the Add note option selected:

SelectNote

 

Viewing selected candidates

One Job Seeker

To view the recipient, click on the 1 button.  Click on the job seeker name to view their Candidate Overview.

Noteone

Click X to close.

 

Multiple Job Seekers

To view the recipients, click on the <no.> button.  Click on a job seeker name to view their Candidate Overview.

Notemult

Job seekers can be removed from the list by clicking the X alongside their name.

Click X to close.

 

Add Note

Ensure the Note button is selected and type the note you wish to add:

AddNote

 

Add Task

Click the Task button and type the task you wish to add.  Use the date selector if you want to add a Due date:

AddTask

 

Add or Cancel

buttons

Click Cancel to cancel the note or task and exit.

Click Add to assign the note or task to the job seeker’s profile(s).

If adding a note or task to one job seeker, the ATS will be displayed.

If adding a note or task to multiple job seekers, a review pane will be displayed.  You can click on a job seeker name to view their Candidate Overview.

Review

Click Close to close the review pane and exit.

When a note or task is added to a job seeker, a note icon will be displayed against the job seeker in the candidate list.  Hovering the mouse over the icon will display the number of notes and tasks assigned:

Candidate

Recruiters will be able to view the notes and tasks in the Candidate Overview.

Note: Job seekers are not able to see the notes or tasks that are added to their profiles.

 

> Help & Support

Back To Top

Edit or close a job post

To edit or close a job post, click on Jobs on the top navigation and selecting View Jobs List:

1

This will open the Job List displaying all jobs created and shared with the hiring manager, organised into tabs by status (active, expired, unfinished, shared and closed).  From here, the job can be edited or closed.

 

Edit a Job

Find the job you wish to edit (for more details, see My Jobs List) and click on the edit (pencil) icon:

Edit

This will open the Job Editor.  The process for editing a job is identical to adding a new job; simply edit the fields where necessary (for more details, see Set Up Jobs & Interviews).

Ensure the job is republished when you have finished editing the required information.

 

Close a Job

To close an active job find the job you wish to edit in the Jobs List (for more details, see My Jobs List) and click on the close icon:

close

Click OK on the pop-up to confirm.

Note: Closing the job post means candidates will not be able to search or apply for the job unless it is re-opened.  If this option is used when a job is already closed, it will be permanently deleted.

 

> Help & Support

 

 

Back To Top

Tag candidates via CV Search…AKA ‘Talent Pooling!’

Candidates can be tagged via CV Search to enable a recruiter to talent pool candidates with similar traits.  Tags can be ‘public’ or ‘private’, and you can add just one, or as many tags as you like to each candidate, and they can be a mixture of personal and public tags.  The tags can be anything you need them to be – they’re there to help you locate the candidates of that type, ie skills, job titles, locations, events where you met the candidates, referrals, or runner-up candidates who you’d be happy to recruit, but came close and didn’t quite get the role when they were interviewed.

For example, you may wish to add several separate tags to help you identify the candidates, which also allow you to use each tag for other candidates too.

To Tag, multiple candidates of your choice all at one time, use the ‘Select’ drop-down menu available on the Talent Search page (this can be selected once you have used the filtering options to find the candidates that you wish to tag).

1

 

  • Public tags are grey.  Grey tags are shared, which means they have been configured on the system to be seen and used by all recruiters in your company.  Public tags are created on the system by request – if you’d like some grey tags setting up, please contact your Tribepad superuser who will arrange these for you.
  • Private tags are orange.  Orange tags are created by individual recruiters and will only be seen and used by that recruiter, for example, to create their own personal talent pools.

 

To create a new private tag, one or more candidates must be selected in CV search and the Tag option selected:

buttons

For more details on searching and selecting candidates, see Search CVs for candidates.

First, search for your tag in the filter box to see if it exists already.  If it doesn’t, type the tag you’d like to add then click + Create, followed by Save & Close.

 

CreateTag

The tag will be added to the right hand pane of the Tag panel:

TagsPane

 

Existing ‘public’ tags can be added by clicking on the tags listed in the left hand pane, if required.

The Search facility can be used if necessary to find existing tags.  Begin typing the search term in the Search: text box and tags containing the text will be displayed:

Searchtags

Click Save & Close to save the tags to the candidate(s).

The candidate(s) will become searchable with the new tag after approximately 30 minutes:

SearchDemoTag

> Help & Support

 

 

 

 

Back To Top