Making an offer

Offers can be made to an individual applicant or multiple applicants.  To make an offer, the applicant(s) needs to be selected in the ATS and the Offer Job option selected:

1

This will display an email template that can be updated if required.

 

Viewing email recipients

One Applicant

To view the recipient of the offer email, click on the 1 button.  Click on the applicant name to view their Candidate Overview.

Offeremail1

Click X to close.

Multiple Applicants

To view the recipients of the offer email, click on the <no.> button.  Click on an applicant name to view their Candidate Overview.

Offeremail2

Applicants 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:

Offeremail3

 

Attaching files

Use the Upload files button to attach files to the email.  If you want to remove the attachment, click the red x:

Upload

 

Offer or Cancel

emailbuttons

Click Cancel to cancel the action and return to the ATS.

If you don’t want to send an email at this stage, or are doing it through another method, click the Offer job only button to confirm the offer and return to the ATS .  The applicant will be moved to the Offer stage in the ATS.

Click the Offer job and send email button to send the email, confirm the offer and return to the ATS.  The email will be sent to the address the applicant used to register their account.  The applicant will be moved to the Offer stage in the ATS.

Note: If offering positions to multiple applicants, a review pane will be displayed.  You can click on an applicant name to view their Candidate Overview.

Review

Click Close to close the review pane and exit.

 

Viewing applicants at Offer stage

To view applicants offered a position, click on the Offered tab in the ATS:

Offered

The Offered stage will display the following information for the selected job post:

  • Number of applicants offered the position
  • List of applicants
  • Details of the job post
  • Job description

Offeredlist

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 offered a position.  Applicants are ordered by time/date of the offer.

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:

Offereddetails

Click on the applicant’s name to display their Candidate Overview.

 

Process Questionnaires

An icon for the Offers questionnaire will be displayed in the Offers stage.  To the right of this icon, a black questionnaire icon featuring a dropdown list of other available process questionnaires may also be present.  Hover the mouse over the questionnaire icons to view the process questionnaires assigned to the job post.  A red questionnaire icon is 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:

OffPending

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:

OffComp

If a tick appears next to Shortlist or CV Feedback questionnaire icon 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:

Offpendtick

Black questionnaire text with a tick is displayed for questionnaires that 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:

OffInComp

To view or complete a questionnaire simply click on the icon or text.  See Complete Questionnaires for more details.

 

Status

Each applicant will be assigned the status of Offered.

 

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 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:

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 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:

ViewQuestionnaire

Click X or Close to close.

 

Applicant Profile

Click on the Profile button to display the applicant’s profile:

OffProf

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:

1

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:

Profilebuttons

Note:  If an 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:

ProfileArrows

Click X to close the profile.

 

Processing Applicants

Select the applicant(s) you wish to process (see More functionality for further 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:

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You can then select one of the following options:

* 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.

 

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
  • Right to work status
  • Tribepad video interview status
  • 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.

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