Use the applicant steps to review the tasks that need to be completed to process the applicant's information. A copy of the master applicant's steps are stored in the applicant's file. You can use the applicant's steps checklist as is or you can add or remove steps to customize it. You can use Modify Existing Applicants to update the checklist with completed items and review pending items.
Use Complete Applicant Steps to change a change a step on an applicant's steps checklist from uncompleted to completed, or completed to uncompleted.
Do this...
1. Open Connect Human Resources > Applicants > Complete Applicant Steps.
The Step Completion Options form displays.
2. Fill in the Step Completion Options form. Click OK.
The Complete Applicant Steps form displays. The form loads all of the applicants who meet the selection criteria from the Step Completion Options form.
3. Select the Result.
The Result is the status that describes outcome of the test.
What do you want to change the Result to?
The step is completed. Select Passed as the Result.
The step is not completed. Select Failed as the Result.
4. Select the names that will update the step to the new result.
I want to select some of the names. Select the checkbox next to a name. Continue until all of the names have been selected.
I want to select ALL of the names. Click the Select All button to select every name.
I do not want to select any of the names. Click the Clear All button to clear the checkbox for every name.
5. Click GO (CTRL+G).
The updated applicant steps are saved.
Use Modify Existing Applicants to change a change a step on an applicant's steps checklist from uncompleted to completed, or completed to uncompleted.
Do this...
1. Open Connect Human Resources > Applicants > Modify Existing Applicants.
2. Open an applicant's record by entering a name in the Lookup bar.
3. Click Job Postings tab > Steps subtab.
4. Select a step to complete from the steps checklist. The selected step is highlighted and the step's properties will be displayed.
5. Now, change the Result.
The Result is the status that describes outcome of the test.
What do you want to change the Result to?
The step is completed. Select Passed as the Result.
The step is not completed. Select Failed as the Result.
The Step Completion Options form appears when you launch the Complete Applicant Steps routine. You can also edit the settings on the Options form by clicking the Options button (F12).
Job posting
Select the job posting from the Job Posting menu.
Step
Select the step that has been completed from the Step menu. Only steps that have been saved to Organization > Steps will appear in the menu.
Completed date
Enter the date when the step was completed.
Completed by
Select the name of the user or individual who completed the step.
Show steps
Use the Show Steps menu to include completed, uncompleted, or both completed and uncompleted steps.