Marking applicants as Accepted
It’s critical to keep Tribepad up to date with all of your offers, hires, and closing vacancies down when you’ve filled them – doing this will ensure that you get accurate data out of the system and from the reporting within it.
After you’ve offered a candidate a position, they can be marked as accepted – you can mark multiple candidates as accepted, if you need to using the same method.
To mark applicants as accepted, they need to be selected in the ATS and the Mark as accepted option selected:
This will display an email template.
Viewing email recipients
One Job seeker
To view the recipient, click on the 1 button. Click on the job seeker name to view their Candidate Overview.
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.
Job seekers can be removed from the recipients list by clicking the X alongside their name.
Click X to close.
Formatting text
Email text can be formatted using the options located above the main text box:
Attaching files
Use the Upload files button to attach files to the email. If you want to remove the attachment, click the red x:
Mark as accepted or Cancel
Click Cancel to cancel the action and return to the ATS.
Click the Mark as accepted only button to mark the applicant as accepted and return to the ATS without sending the email . The job seeker will be moved to the Accepted stage in the ATS.
Click the Mark as accepted and send email button to send the email, mark the applicant as accepted and return to the ATS. The email will be sent to the address the job seeker used to register their account. The job seeker will be moved to the Accepted stage in the ATS.
Note: If marking multiple job seekers as accepted, a review pane will be displayed. You can click on a job seeker name to view their Candidate Overview.
Click Close to close the review pane and exit.
Viewing applicants marked as Accepted
To view applicants marked as accepted, click on the Accepted tab in the ATS:
The Accepted stage will display the following information for the selected job post:
- Number of applicants marked as Accepted
- List of applicants
- Details of the job post
- Job description
See More functionality for further details of general functionality available on this screen.
Applicant List
The list of applicants will display all applicants that have been marked as accepted. Applicants are ordered by time/date of the action.
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:
Click on the applicant’s name to display their Candidate Overview.
Process Questionnaires
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:
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:
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:
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:
To view or complete a questionnaire simply click on the text. See Complete Questionnaires for more details.
Status
Each applicant will be assigned the status of Accepted.
Markers
The following markers may be displayed:
 |
Internal Candidate | ||
 |
Agency user | – click on the icon to view the agency user | |
 |
Passive Candidate | ||
 |
Referred Candidate | – click on the icon to view the referrer’s profile | |
 |
Notes | – click on the icon to view the Candidate Overview | |
 |
CV sent | ||
 |
Selection Method |
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 the job post, one of the following icons will be present for each applicant:
 |
Questionnaire complete: passed | – the number denotes the applicant’s score | |
 |
Questionnaire complete: failed | – the number denotes the applicant’s score | |
 |
Questionnaire incomplete |
If the CV 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:
Click X or Close to close.
Applicant Profile
Click on the Profile button to display the applicant’s 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, hover the mouse over the icon. To view additional options, hover the mouse over Other Options:
You can then select the appropriate option to process the applicant. For more details, see Processing Applicants 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:
Note: If a applicant has not uploaded their CV the Download original CV button will not be present.
Click on the arrow buttons located on the top left/right of the profile to view the next applicant’s profile:
Click X to close the profile.
Processing Applicants
Select the applicant(s) you wish to process (see More functionality for more details on selecting applicants).
This will enable the Options menu. Hover the mouse over the Options menu icon to view the menu. For additional options, hover the mouse over Other Options:
You can then select one of the following options:
- Email – see Send an email to a jobseeker 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
- Mark as withdrawn – applicant(s) will be withdrawn, see Withdrawn Applicants for more details
- Invite to Tribepad Video Interview (if you have this integration)
- Mark as accepted – applicant(s) status will be set to ‘Accepted’, see Accepted Offers for more details
- Add to shortlist – move your applicants into your shortlist area
- Confirmation of interview – see Confirmation of interview for more details
- Invitation to book interview – see Invitation to Book an interview 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 – see Email a CV for more details
- Grant secure profile access – securely share the candidate’s profile with a colleague who isn’t a user of Tribepad
- 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
- Add to In-Review – applicant(s) status will be set to ‘In-Review’, see Applicants In-Review for more details *
- Send SMS – if your company has this facility
* Note: If multiple applicants are selected, you will be asked to confirm the selection before proceeding with the action:
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:
Click on an applicant name to view their Candidate Overview.
Click Close to close the review pane.
Applicant Filter
You can choose to filter applicants using the following criteria:
- Completed and passed killer questions
- Incomplete Applications
- Failed Killer Question
- Score
- Pre-screening questionnaire question
- Pre-screening questionnaire answer
- Skills
- Location
- Interview Stage
To set the filters, click on the ‘Filter’ button:
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:
Note: once the filters have been set they will be applied to all stages in the ATS until they are reset.