This chapter provides an overview of how applicant data is entered and describes how to:
Enter contact information.
Enter application information.
Enter references.
Enter applicant eligibility and identity information.
There are four methods by which applicant records are created in the system:
Recruiters, recruiting administrators, and managers use the Add New Applicant (HRS_ADD_APPLICANT) component to enter in the data.
Applicants use Candidate Gateway to submit an application.
Applicants send their resumes to an email address and a process is run that reads the resume text, converts the text to data, and creates the applicant record.
Resumes are processed through the Open Integration Framework.
Note. This chapter discusses the Add New Applicant component.
The Add New Applicant component has four areas to complete:
Contact Details
Contact details consist of name, address, email addresses, and phone numbers. When you enter the contact information, use the EmplID field to look up the applicant’s name and see if he or she is in the PeopleSoft Enteprise Human Resources database. Applicants fall into three categories:
External – He or she does not work, nor has he or she ever worked for the company.
Employee – He or she is working or has worked for the company.
Non-employee – He or she is a person-of-interest in the system.
If you select an employee ID, the system automatically determines the category to apply to the applicant. It also populates any application and eligibility information it can find.
Before you can enter the application information, the system requires that you enter the applicant’s first and last name, and save this data.
Applications
This link is available only after you have saved the contact information. Applications can be created with or without a job opening. The application contains information such as:
Resumes
Cover letters
Preferences
Personal information
Referral source
Work experience
Education level
Primary Education
Secondary Education
Training
Licenses and certificates
Languages
Memberships
Honors and awards
Competencies
Test results
(USF) Priority placement
(USF) Federal preferences
You can create an unlimited number of applications for an applicant. Each application can be linked to a different job open. When an application is first created, the system assigns an application date based on the system date. If another application is submitted, the system creates a new applicant record with a new application date. This provides an audit trail of changes to applicant application information.
Verification
You can enter references for the applicant or send a workflow request to the applicant asking him or her to submit references.
Eligibility and Identity
Enter eligibility and identify information as required by your organization or to comply with local or country regulatory requirements. Enter information such as:
National IDs
Citizenship
Visa and work permits
Bank accounts
Disabilities
Accommodation requests and options
This section discusses how to enter contact information.
Page Name |
Object Name |
Navigation |
Usage |
HRS_ADD_APPLICANT |
Recruiting, Add New Applicant, Add New Applicant |
Enter contact information details. |
Access the Add New Applicant - Contact Details page.
Applicant Information
EmplID employee identification number |
If this is a current or former employee, or a person of interest, select the employee ID. For internal applicants, the system copies information from the PeopleSoft Enterprise Human Resources tables and automatically assigns the applicant type. |
Applicant Type |
Select the type of applicant. Values are Employee, External Applicant, and Non-Employee. The default is External Applicant. |
Select a status code. You can use the status values that are provided with PeopleSoft software or define your own status values and rules. Values are: Active: This is the default status for new applicants. The system also assigns this status when an applicant's resume is in a Success status as part of the resume extraction process. Hired: The system automatically selects Hired when you hire applicants. The system also updates the disposition status of other applicants who applied for the job. Do not manually set the status to Hired, as this will cause inconsistency in the applicant data. Inactive: Use this status for applicants that have withdrawn. When you change an applicant's status to Inactive, the status of any job openings that they have applied for is set to Withdrawn. The system excludes inactive applicants from job opening screening. The system also assigns this status when an applicant's resume is in a Rejected status as part of the resume extraction process. Queued: The system assigns this status when an applicant's resume is in a Draft or Unresolved status as part of the resume extraction process. A recruiter could also set this status on the Add New Applicant or Manage Applicant pages if they wanted to note that this applicant needs additional information to be collected or some other action before becoming an active applicant. |
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Status Reason |
Select a status reason. Define status reasons for status codes on the Status/Reason Definition page. |
Status Date |
Enter a status date. The date defaults to the system date and is used only for informational purposes. You can use this date for equal employment opportunity (EEO) reporting and other auditing functions. |
Preferred Contact |
Select the preferred method of contact for the applicant. Values are: EMail, Mail, Not Specified, and Phone. |
Name
Use this group box to enter name information for the applicant.
Address
Use this group box to enter address information for the applicant. The fields that appear change depending on the country that you select in the Country field. Define address formats on the Address Format page in the Country Table (COUNTRY_TABLE) component.
E-mail Addresses
Use this group box to enter email address information for the applicant.
Preferred |
Select the preferred email address. The system uses an applicant's preferred email address as the default when it sends correspondence and notifications. The preferred email address also appears on pages throughout the system. If you enter more than one email address for an applicant, you must select a preferred email address. |
Phone Numbers
Use this group box to enter phone information for the applicant.
Preferred |
Select the applicant's preferred phone number. The preferred phone number appears on pages throughout the system. If you enter more than one phone number for an applicant, you must select a preferred phone number. |
This section discusses how to enter application information.
Page Name |
Object Name |
Navigation |
Usage |
HRS_ADD_APPLICANT |
Recruiting, Add New Applicant, Add New Applicant - Contact Details Click the Applications link on the Add New Applicant - Contact Details page. |
Add applicant information. |
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HRS_APP_PROFILE |
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Enter application details. |
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HRS_APP_WRK_SEC |
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Enter work experience information. |
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HRS_APP_PRI_ED_SEC |
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Enter primary education information. |
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HRS_APP_DEG_SEC |
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Enter secondary education information. |
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HRS_APP_LIC_SEC |
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Enter license and certificate information. |
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HRS_APP_LANG_SEC |
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Enter language information. |
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HRS_APP_MBR_SEC |
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Enter membership information. |
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HRS_APP_HON_SEC |
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Add or edit honors and awards information. |
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HRS_APP_EVAL |
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Add or edit competency information. |
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HRS_CE_ADM_PP |
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Add or edit priority placement information. |
Access the Add New Applicant - Applications page.
Applicant ID |
This identification number is automatically assigned by the system after you click the Save button on the Add New Applicant page: Contact Details tab. |
Add Applicant |
Click this link to access the Add New Applicant - Contact Details page. |
Manage Applicant Activity |
Click this link to display the Manage Applicant page: Applicant Activity tab. |
Applications
This group box displays the applications on file for this applicant.
Edit Application |
Click this link to access the Application Details page. Use this link the first time you are adding an application for this applicant. If you click the Add Application link, the system creates a new row in the Applications grid and this first row will remain blank. |
Add Application |
Click this link to access the Application Details page, where you can enter application details for a new application. For this link to work, you must enter a first and last name for the applicant on the Add New Applicant - Contact Details page. When you click this link, if you haven't already saved the page, the system saves the applicant and generates an applicant ID. |
Access the Application Details page.
Applicant Name |
Displays the applicant's name. You must enter a first and last name for the applicant on the Add New Applicant - Contact Details page before you can access this page. |
Use this group box to attach an applicant's resume or copy the text of the resume into the Resume Text field.
Resume Title |
Enter a title for the resume. |
Language Code |
Select the language in which the resume is written. |
Resume Text |
Enter or paste the text of the applicant’s resume. To paste the resume into the Resume Text field, the resume must be in text-only format. |
Click to access the Resume Text Printable Version page, where you can view and print the applicant's resume. This link appears only if you enter resume text in the Resume Text field and submit the application. |
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Add Resume Attachment |
Click to browse for and upload a resume. After the resume is successfully attached, the View Resume Attachment field and the Delete Attachment button appears on the page and the system removes the Add Resume Attachment link from the page. |
View Resume Attachment |
Click the filename link to view the resume. The system opens the resume in a separate browser window. This field appears only after you attach a resume. If you delete the attached resume, the system removes this field from the page. |
Delete Attachment |
Click to delete an attached resume. This button appears only after you attach a resume. After you delete an attached resume, the Add Resume Attachment link appears and the system removes the View Resume Attachment and Delete Attachment options from the page. |
Use this group box to attach additional files such as cover letters and transcripts. The fields in this group box do not appear until you add an attachment.
Filename |
Displays the name of the file that you uploaded. Click to view the attachment. The system opens the attachment in a separate browser window. |
Description |
Enter a description for the filename. The system populates this field to match with the attachment filename, however, you can change it. |
Attachment Type Code and Type Description |
Select an attachment type. Attachment types are defined on the Attachment Type Setup page. When you select an attachment type the system populates the Type Description column with the short description that you enter on the Attachment Type Setup page. The system uses the Attachment Type Code field to determine whether the maximum number of attachments of this type has been reached for the applicant. |
Last Updated |
Displays the date and time that the attachment entry was last modified. |
Uploaded By |
Displays the user that uploaded the attachment. |
Add Attachment |
Click to browse for and upload an attachment. |
Delete Attachment |
Click to delete the selected attachments. |
Preferences
Desired Start Date |
Enter the date that the applicant would like to start working. This field can be used to screen applicants. It is compared to the Start Date field on the Job Opening page. |
Regular/Temporary |
Select Regular if the applicant is seeking a permanent job, Temporary if the applicant wants a temporary contract, or Either if the applicant is willing to consider both. This field can be used to screen applicants. It is compared to the Regular/Temporary field on the Job Opening page. |
Full/Part-Time |
Select either Full-Time or Part-Time if the applicant is seeking a particular type of job, or Either if the applicant is willing to consider both full-time and part-time jobs. This field can be used to screen applicants. It is compared to the Full/Part-Time field on the Job Opening page. |
Willing to Relocate |
Select this check box if the applicant is willing to move to a new location. |
Willing to Travel |
Select this check box if the applicant is willing to travel for work and enter a value in Percentage Travel field to indicate the amount of time the applicant is willing to spend travelling. |
Travel Percentage |
Select the value that best represents the amount of travel the applicant is willing to complete. This field can be used to screen applicants. It is compared to the Travel Percentage field on the Job Opening page. |
First Choice and Second Choice |
Select the applicant’s first and second location choices, if the applicant has expressed preferred locations for work. The recruiting locations that appear in these prompts are those that are associated with the set ID for the business unit to which the user belongs. Rrecruiting locations are defined on the Recruiting Location page. This field can be used to screen applicants. It is compared to the RS Location field on the Job Opening page. |
Comments |
Enter comments about an applicant's geographic preference. This is a free-format field so you can use this field to suit the needs of the organization. For example, you could use the field to indicate national regions, such as north or west, or international regions. |
Desired Work Days |
Select the check boxes next to the days that the applicant is willing to work. |
Minimum Pay, Currency Code, and Pay Frequency |
Enter the amount that the applicant will accept, select the currency code, and specify the related unit in the Pay Frequency field. For example, if the applicant will accept a pay rate of 70,000 CAD per year, enter 70,000 in the Minimum Pay field, select CAD in the Currency Code field, and select Year in the Pay Frequency field. Minimum pay can be used to screen applicants. It is compared to the Minimum Salary field on the Job Opening page. |
Desired Shift |
If the applicant wants shift work, select the appropriate shift from the available options. This field can be used to screen applicants. It is compared to the Shift field on the Job Opening page. |
Desired Hours Per Week |
Enter the number of hours that the applicant is willing to work per week and select the days that the applicant wants to work. This field can be used to screen applicants. It is compared to the Standard Hours/Week field on the Job Opening page. |
Letter |
Select a letter code if you want to generate a form letter to send to the applicant. Talent Acquisition Manager delivers the following letter templates:
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Date Letter Printed |
Displays the date that the letter was printed. The system automatically populates this field after you generate the letter or when recruitment letters are printed using Print Recruitment Letters process. |
Generate Letter |
Click this link to display a copy of the letter entered in the Letter field. You can edit and print the letter. The system populates the Date Letter Printed field with the system date and the letter will display in the Contact History grid on the Manage Applicant page: Contact Notes tab. |
Use this grid to select one of more job families that the applicant is interested in. This information can be used as a means for searching for applicants that are interested in jobs within a specific job family. Job families are defined on the Job Family page.
Use this grid to link applicants to specific job openings. You can link the applicant to more than one job opening by clicking the Add Job Opening link.
Personal Information
(USF) Disability Code |
If the applicant is disabled, select the code that identifies the type of disability. Otherwise, select No Handicap. Define disability codes on the Handicap Table page. |
(USF) Ethnic Group |
Select an ethnic group or select Not Specified if the applicant did not specify their ethnic group. |
Eligible to Work in U.S. |
Specify whether or not the applicant is eligible to work in the United States. |
Former Employee and Pervious Termination Date |
Specify whether or not the applicant is a former employee and enter the applicant's last day worked if known. |
Use this group box to enter referral information for the applicant. You can select Employee and Marketing type recruitment sources in the Source field. When you select an Employee type recruitment source, the system adds the EmplID, Referral Name, Termination Date, Previously Employed by Company, and Applicant is a family member fields to the group box, which enable you to enter additional information about the employee that referred the applicant.
Use this grid to display and define the applicant's work experience. This information can be used to screen applicants. This is compared to Years of Work Experience field entered in the Work Experience & Education grid on the Job Opening page.
Add Work Experience and Edit Employment History |
Click these links to access either the Add Work Experience or Edit Work Experience page. Use these pages to enter new or edit existing work experience information. |
Education Level
Use this group box to indicate the highest level of education attained by the applicant. Education levels are defined on the Content Item page using the content type DEG.
This information can be used to screen applicants. This is compared to the Highest Education Level field entered in the Work Experience & Education grid on the Job Opening page.
Use this grid to enter primary education information.
Add Primary Education and Edit Primary Education |
Click these links to access either the Add Primary Education or Edit Primary Education page. Use these pages to enter new or edit existing primary education information. |
Use this grid to enter secondary education information.
Add Secondary Education and Edit Secondary Education |
Click these links to access either the Add Secondary Education or Edit Secondary Education page. Use these pages to enter new or edit existing secondary education information. |
Training
Use this grid to enter training information.
Use this grid to enter license and certificate information. This can be used to screen applicants. This information is compared with the licenses and certificates entered in the Licenses & Certificates grid on the Job Opening page.
Add Licenses and Certificates and Edit Licenses and Certificates |
Click these links to access either the Add Licenses and Certificates or Edit Licenses and Certificates page. Use these pages to enter new or edit existing license and certificate information. |
Use this grid to enter language information. This can be used to screen applicants. This information is compared with the languages entered in the Languages grid on the Job Opening page.
Add Languages and Edit Languages |
Click these links to access either the Add Languages or Edit Languages page. Use these pages to enter new or edit existing language information. |
Use this grid to enter membership information. This can be used to screen applicants. This information is compared with the languages entered in the Memberships grid on the Job Opening page.
Add Memberships and Edit Memberships |
Click these links to access the Add Memberships or Edit Memberships page. Use these pages to enter new or edit existing membership information. |
Use this grid to enter language information. This can be used to screen applicants. This information is compared with the honors and awards entered in the Honors & Awards grid on the Job Opening page.
Add Honors and Awards and Edit Honors and Awards |
Click these links to access the Add Honors and Awards or Edit Honors and Awards page. Use these pages to enter new or edit existing honors and awards information. |
Use this grid to enter language information. This can be used to screen applicants. This information is compared with the competencies entered in the Competencies grid on the Job Opening page.
Add Competencies |
Click to access the Evaluate Competencies - Add New Evaluation page, where you can enter new competency information for the applicant. |
Edit Competencies |
Click to access the Evaluate Competencies - View Evaluation Detail page, where you can edit existing competency information for the applicant. |
Use this grid to enter the applicant's priority placement information. This information is used by the Priority Placement process to identify applicants who should be considered as a candidate for a specific job opening. This information is compared to the priority placement codes entered in the Priority Placement Consideration grid on the Job Opening page.
Add Priority Placement and Edit Priority Placement |
Click these link to access the Add Priority Placement or Edit Priority Placement page. Use these pages to enter new or edit existing priority placement information for the applicant. |
(USF) Federal Preferences
Use this group box to enter federal preferences.
Federal Civilian Employee |
Select the appropriate check box to indicate whether the applicant is a current or previous employee of the federal government or an agency. This information can be used to screen applicants. The check boxes that are selected here are compared to the Recruiting Type field on the Job Opening page. |
Highest Pay Plan and Highest Grade |
Select the highest pay plan or grade that the applicant will accept. |
Minimum Acceptable Pay Plan and Minimum Acceptable Grade |
Select the minimum pay plan that the applicant will accept. |
Minimum Acceptable Grade |
Select the minimum pay grade that the applicant will accept. Minimum Acceptable Grade can be used to screen applicants. This field is compared to the Minimum Pay Grade field on the Job Opening page. |
Highest Career Tenure |
Select the applicant's highest career tenure. Values are Conditional, Indefinite, None, and Permanent. This field is used for reduction in force. |
Veterans Preference |
Select the veterans hiring preference that applies. Veterans preference values are defined on the Setup Veterans Preference page. |
Reserve Category |
Select the employee’s reserve category, or select Not Applicable. |
Uniformed Service |
Select the type of uniformed service in which this veteran served. Values are: Air Force, Army, Coast Guard, Marines, and Navy. |
Military Grade |
Select the veterans military grade. |
Military Separation Status |
Select the veterans military separation status. |
Effective Date |
Enter the effective date for the applicant's military status. |
Military Status |
Select the applicant's military status. This field can be used to screen applicants. This field is compared to the Draft Status field on the Job Opening page. |
Additional Page Elements
Save and Continue |
Click to save the application and continue entering information. |
Save and Submit |
Click to save and submit the application. The Add New Applicant - Applications page appears and the application that you submitted appears in the Applications group box. |
This section discusses how to enter or request reference information.
Page Name |
Object Name |
Navigation |
Usage |
HRS_ADD_APPLICANT |
Recruiting, Add New Applicant, Add New Applicant Click the Verification link on the Add New Applicant page. |
View references for an applicant and add and edit references. |
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HRS_APP_REF_SEC |
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Add or edit reference information. |
Access the Add New Applicant - Verification page.
References
Use this group box to view the name of each reference, their title, and their employer.
Add Reference |
Click to access the Add Reference Details page, where you can enter new reference information for the applicant. |
Edit References |
Click to access the Edit Reference Details page, where you can edit existing reference information for the applicant. |
Click to send a request for references email notification (HRS_UPDATE_REFERENCES) to the applicant. To request references, you must enter an email address for the applicant. If the applicant applied online by using PeopleSoft Enterprise Candidate Gateway, the system also posts a request for references notification in the Notifications grid on the Careers Home page. Use the message catalog to modify the message. |
This section discusses how to add eligibility and identity information.
Page Name |
Object Name |
Navigation |
Usage |
HRS_ADD_APPLICANT |
Recruiting, Add New Applicant, Add New Applicant Click the Eligibility & Identity link on the Add New Applicant page. |
Enter eligibility and identity information for an applicant. |
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HRS_APP_NID |
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Enter national ID information for an applicant. |
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HRS_APP_CIT_PSP1 |
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Enter citizenship information for an applicant. |
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HRS_APP_VSA_PMT1 |
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Enter visa permit information for an applicant. |
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HRS_APP_BANKACCT |
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Enter bank account information for an applicant. |
Access the Add New Applicant - Eligibility & Identity page.
Personal Information
Use this group box to enter date of birth, gender, marital status, and country-specific personal information.
Date of birth and gender can be used to screen applicants. Date of birth is used to calculate the applicant's age and is compared to the Maximum and Minimum Age fields on the Job Opening page.
For USA only, military status can also be used to screen applicants. Military status is compared to the Draft Status field on the Job Opening page.
See Entering Country-Specific Person Data.
Add National Identification and Edit National Id |
Click to access the National Id page, where you can enter new or edit existing national ID information for the applicant. |
Add Citizenship and Edit Citizenship Details |
Click to access the Citizenship page, where you can enter new or edit existing citizenship information for the applicant. |
Add Visa Permit and Edit Visa Permit Details |
Click to access the Visa Permit Details page, where you can enter new or edit existing visa permit details. |
Add Bank Account and Edit Bank Account |
Click to access the Bank Account page, where you can enter new or edit existing bank account information for the applicant. |
Use this group box to enter country-specific disability information. The fields in this group box are the same as those on the Disability page in PeopleSoft Enterprise Human Resources Administer Workforce.
See Entering Disability Information.
Use this group box to enter accommodation requests for an applicant with a disability. The fields in this group box are the same as those on the Accommodation Request page in PeopleSoft Enterprise Human Resources Meet Regulatory Requirements.
See Entering Accommodation Requests.
Use this group box to enter accommodation options for an applicant with a disability. The fields in this group box are the same as those on the Accommodation Option page in PeopleSoft Enterprise Human Resources Meet Regulatory Requirements.
See Entering Accommodation Options.