Viewing Recruiting Funnel Summaries

This topic discusses how to:

Set up the Recruiting Funnel.
View the resource request.
Viewing the event summary.
Viewing the resource request summary.
Viewing the candidate summary grid.
Viewing applicant overviews.
View employee overviews.
View resource requests by customer.
View resource requests by contact.

Pages used to View Recruiting Funnel Summaries

Page Name	Definition Name	Navigation	Usage
Resource Request	FO_FUN_MAIN	select Staffing, then select Recruiting Funnel, then select Recruiting Funnel Summaries	View a summary of the resource request.
Event Summary	FO_FUN_EVT	Select one of the candidates and click the select Event Summary button on the Resource Request page.	View event summary information.
Candidate Summary	FO_FUN_CAN	Select one of the candidates on the Event Summary page and click the select Show Candidates Currently at Selected Events button or click the Show All Candidates button.	View a grid of candidate summary event statuses.
Mass Update	FO_RF_MASS	Select at least one candidate and click the Mass Update Candidates button.	Update multiple statuses on one candidate or on multiple candidate’s records.
Applicant Overview	FO_APPL_OVW	Click an applicant on the Candidate Summary page.	View overview information on selected applicants.
Employee Overview	FO_EMPL_OVW	Click an employee name on the Candidate Summary page.	View overview information on selected employees.
Resource Request	FO_FUN_MAIN2	select Staffing, then select Recruiting Funnel, then select Recruiting Funnel by Customer	View a summary of resource requests for one customer.
Recruiting Funnel By Customer – Event Summary	FO_FUN_EVT2	select Staffing, then select Recruiting Funnel, then select Recruiting Funnel by Customer . Select one ore more of the order IDs and order lines and click the Event Summary button.	View how many candidates are in each status of an event, for all orders and resource requests, for one customer. The event is displayed in the event type column.
Recruiting Funnel By Customer – Candidate Summary	FO_FUN_CAN2	From the Recruiting Funnel By Customer – Event Summary page, select one event type and click the Show Candidates Currently at Selected Events button or click the Show All Candidates button.	Review the candidate’s statuses for any event for a single customer’s orders and resource requests.
Resource Request	FO_FUN_MAIN3	select Staffing, then select Recruiting Funnel, then select Recruiting Funnel by Contact.	View a summary of resource requests for one contact.
Recruiting Funnel By Contact – Event Summary	FO_FUN_EVT3	select Staffing, then select Recruiting Funnel, then select Recruiting Funnel By Contact. Select one or more order IDs and lines and click the Event Summary button.	View of all events for this service order for a specific contact.
Recruiting Funnel By Contact – Candidate Summary	FO_FUN_CAN3	From the Recruiting Funnel By Contact – Event Summary page, select one event type and click the Show Candidates Currently at Selected Events button or click the Show All Candidates button.	Review the candidate’s statuses for any event for a single contact’s orders and resource requests.

Understanding How to Set Up the Recruiting Funnel

In order to use the Recruiting Funnel, you must set up the system to do so. These are the options that you must set up:

Select at least one field to update on the Customer Event List page; doing so enables the Recruiting Funnel. See the Default Customer Event Lists Page.
(Optional) Select the check box “Allow Recruiting Funnel List” option on the Default Customer Event List page. See Default Customer Event Lists Page This option enables the user, when creating a new order, to select an event list that is not the default.
Attach the appropriate event list to the order on the Order page. See Order Page.

Note: If the option “Allow Recruiting Funnel List” is not checked, then users will not be able to attach an event list to the order, they must accept the default event list. In this case the event list field in the order will be read only.
Set the order status to “unfilled” on the Order page.
Assign at least one candidate to the resource request and mark the candidate as “considering” on the PeopleMatch page. See PeopleMatch Page.

Resource Request Page

Use the Resource Request Summary page (FO_FUN_MAIN) to view a summary of the resource request.

Navigation

select Staffing, then select Recruiting Funnel, then select Recruiting Funnel Summaries.

If an order is eligible to use the Recruiting Funnel process, this page will be available.

Image: Resource Request page - Resource Request Summary tab

This example illustrates the fields and controls on the Resource Request page - Resource Request Summary tab. You can find definitions for the fields and controls later on this page.

Resource Request Summary

Line

Displays the line number of the resource request.

Requested

Displays the number of resources who were requested to fulfill the resource request.

Considering

Displays the number of resources marked as “considering” in the peoplematch page of the order component.

Assigned

Displays the number of resources for whom assignments were created.

Needed

Displays the difference between the quantity of resources requested and the number of active assignments. It corresponds to the number of assignments that still need to be created to fill the request.

Pay Rate

Displays the pay rate from the Billing page on the order.

Bill Rate

Displays the bill rate from the Billing page on the order.

Job Title

Displays the job title from the order.

Start Date

Displays the start date from the order.

Contact Details

Image: Resource Request page - Contact Details tab

This example illustrates the fields and controls on the Resource Request page - Contact Details tab. You can find definitions for the fields and controls later on this page.

Address, City, State, and Country

Displays the address information of the customer on the order.

Contact

Displays the contact information from the order.

Event Summary Page

Use the Event Summary page (FO_FUN_EVT) to view details about all of the events for this request.

Navigation

From the Resource Request page, select one of the candidates and click the select Event Summary button.

Image: Event Summary page

This example illustrates the fields and controls on the Event Summary page. You can find definitions for the fields and controls later on this page.

Only the selected order lines from the previous page will appear here.

The event summary only summarizes main events.

Event Type

Displays the event type from the event.

Event Description

Displays the event description from the event.

Completed

Displays the number of candidates for which this particular event has a status equal to complete.

Pending

Displays the number of candidates for which this particular event has a status equal to pending.

In Progress

Displays the number of candidates for which this particular event has a status equal to n progress.

Partially Complete

Displays the number of candidates for which this particular event has a status equal to partially complete.

Show Candidates Currently at Selected Events

This option will show only candidates whose current event is the selected one. Within the Recruiting Funnel process, a candidate may have a current event. This option forces the next page (Candidate Summary) to show only the candidates whose current event matches the selected event.

Show All Candidates

Click this button to show all candidates at any event.

Candidate Summary Page

Use the Candidate Summary page (FO_FUN_CAN) to view a grid of candidate summary event statuses.

Navigation

Select one of the candidates on the Event Summary page and click the select Show Candidates Currently at Selected Events button or click the Show All Candidates button.

Image: Candidate Summary page

This example illustrates the fields and controls on the Candidate Summary page. You can find definitions for the fields and controls later on this page.

Once a candidate is assigned to the order they will no longer appear in this grid. Their count will display on the Resource Request Summary grid.

From this page, you can automatically create an assignment or hire an applicant by clicking the appropriate buttons (such as “ASGN” for an assignment or “HIRE” for a hire.)

Note: Users can setup a special event for hire and a special event for assignment (installation options), such as “ASGN” and “HIRE”. Once users click an event that has been referenced via installation as a hire or as an assignment event, then the hire or assignment component is invoked. See Installation Options - Staffing Installation Page

Note: The event list determines which options you see on this screen such as “INT”, “CALL”, “ASGN”, and “HIRE”.

Show Disqualified

Click this button to display also the candidates that have been disqualified.

Candidate Name

Click a candidate name to access the Applicant Overview page.

Contact

Click a contact name to view or update contact information.

INT

Click this button to display or update the Recruiting Funnel information the INT event in the unified Agenda page.

BCKGRND

Click this button to display or update the Recruiting Funnel information for the BCKGRND event in the unified Agenda page.

HIPDB

Click this button to display or update the Recruiting Funnel information for the HIPDB event in the unified Agenda page.

CALL

Click this button to display or update the Recruiting Funnel information for the CALL event in the unified Agenda page.

OFFER

Click this button to display or update the Recruiting Funnel information for the OFFER event in the unified Agenda page.

ASGN

Click this button to access the Assignment Header page to complete the assignment.

See Installation Options - Staffing Installation Page.

Hire

Click this button to access the Applicant – Contact Information page to complete the hire.

See Installation Options - Staffing Installation Page.

Disqualify

Select this check box to disqualify the candidate from consideration. This action moves the row to the bottom of the grid and the row becomes read-only except for the disqualify option. Deselect the check box to re-qualify the candidate. This action returns the row to its former place and makes the row editable again.

Job Title, Start Date, Address, City, State, Country

Displays these values from the resource request.

Mass Update Candidates

Select at least one candidate and click this button to update multiple statuses at once.

Note: The columns that represent events on this page differ depending upon the event being displayed.

Note: If force dependency is selected on the job order, the status icons are only clickable when the previous event is complete

Mass Update Page

Use the Mass Update page (FO_RF_MASS) to update multiple statuses on one candidate’s or on multiple candidates’ records.

Navigation

Select one or more candidates and click the select Mass Update Candidates button.

Image: Mas Update Page

This example illustrates the fields and controls on the Mas Update Page. You can find definitions for the fields and controls later on this page.

Date

The system automatically displays the current date by default.

Notes

Enter free form text to provide details for the change.

Status

Select an option of (blank), Completed, In Progress, or Pending.

If you change a process event status, then the system also changes the related sub event statuses for all selected candidates. The system displays a warning message regarding this change.

Note: The system applies logic to the event statuses in this way if the updates are to sub events:

If all sub events are at an “in progress” status, then the system sets the process event to “in progress”.
If all sub events are at a “completed” status, then the system sets the process event to “completed”.
If all sub events are at a “pending” status, then the system sets the process event to “pending”.
If at least one sub event is at an “in progress” status, then the system sets the process event to “in progress”.

Note: If some subevents are complete, but not all, and if there is no “in progress” sub event, then the process event is “partially complete”.

Applicant Overview Page

Use the Applicant Overview page (FO_APPL_OVW) to review details about the applicant’s statuses, orders, qualifications, availability, competencies, references, job titles, and history.

Navigation

From the Recruiting Funnel Summaries page, click the Candidate Name link.

Note: If the candidate is an applicant, the Applicant Overview page appears. If the candidate is an employee, the Employee Overview page appears.

See Applicant Overview Page.

Image: Applicant Overview page (1 of 2)

This example illustrates the fields and controls on the Applicant Overview page (1 of 2). You can find definitions for the fields and controls later on this page.

Image: Applicant Overview page (2 of 2)

This example illustrates the fields and controls on the Applicant Overview page (2 of 2). You can find definitions for the fields and controls later on this page.

Filter Option

Select a filter option to narrow the information displayed.

Filter Criteria

Select a filter option first, then select a value to further narrow the information displayed.

Employee Overview Page

Use the Employee Overview page (FO_EMPL_OVW) to review details about the employee’s statuses, orders, qualifications, availability, competencies, references, job titles, and history.

Navigation

From the Recruiting Funnel Summaries page, click the Candidate Name link.

Note: If the candidate is an employee, the Employee Overview page appears. If the candidate is an applicant, the Applicant Overview page appears.

See Employee Overview Page.

Recruiting Funnel by Customer - Resource Request

Use the Resource Request page (FO_FUN_MAIN2) to review all resource requests for a single customer on one page.

Navigation

select Staffing, then select Recruiting Funnel, then select Recruiting Funnel by Customer.

Image: Recruiting Funnel By Customer - Resource Request Page

This example illustrates the fields and controls on the Recruiting Funnel By Customer - Resource Request Page. You can find definitions for the fields and controls later on this page.

Order ID

Displays the order identification for all orders pertaining to the customer.

For a description of the other fields, see Resource Request Page

Recruiting Funnel By Customer - Event Summary Page

Use the Recruiting Funnel By Customer - Event Summary Page (FO_FUN_EVT2) to display how many candidates are in each status of an event, for all orders and resource requests for one customer.

Navigation

select Staffing, then select Recruiting Funnel, then select Recruiting Funnel By Customer.From the Resource Request page, select one or more of the orders and click the Event Summary button.

Note: The event is displayed in the event type column. Event types are grouped into event lists and event lists are attached to an order or resource request.

Image: Recruiting Funnel By Customer - Event Summary Page

This example illustrates the fields and controls on the Recruiting Funnel By Customer - Event Summary Page. You can find definitions for the fields and controls later on this page.

Business Unit

Displays the business unit associated with the order.

Service Order ID

Displays the order number.

For a list of field descriptions, see Event Summary Page

Recruiting Funnel By Customer – Candidate Summary Page

Use the Recruiting Funnel By Customer – Candidate Summary page (FO_FUN_CAN2) to review the candidate’s statuses for any event for a single customer’s orders and resource requests.

Navigation

From the Event Summary page, select one or more of the events and click theselect Show Candidates at Selected Events button or click the Show All Candidates button.

Image: Recruiting Funnel By Customer – Candidate Summary Page

This example illustrates the fields and controls on the Recruiting Funnel By Customer – Candidate Summary Page. You can find definitions for the fields and controls later on this page.

Recruiting Funnel by Contact - Resource Request

Use the Resource Request page to review all resource requests for a single contact on one page.

Navigation

select Staffing, then select Recruiting Funnel, then select Recruiting Funnel by Contact.

Image: Recruiting Funnel by Contact - Resource Request

This example illustrates the fields and controls on the Recruiting Funnel by Contact - Resource Request. You can find definitions for the fields and controls later on this page.

Recruiting Funnel By Contact - Resource Request page

Order ID

Displays the order identification for all orders pertaining to the customer.

For a description of the other fields, see Resource Request Page

Recruiting Funnel By Contact – Event Summary Page

Use the Recruiting Funnel By Contact – Event Summary page (FO_FUN_EVT3) to review all events for this service order for a specific contact. This page also provides a count of the tasks that have been, or need to be, completed.

Navigation

select Staffing, then select Recruiting Funnel, then select Recruiting Funnel By Contact. On the Resource Request page, select one or more of the orders and click the Event Summary button.

Image: Recruiting Funnel By Contact – Event Summary Page

This example illustrates the fields and controls on the Recruiting Funnel By Contact – Event Summary Page. You can find definitions for the fields and controls later on this page.

For a full list of field descriptions, see Event Summary Page

Recruiting Funnel By Contact – Candidate Summary Page

Use the Recruiting Funnel By Contact – Candidate Summary page to (FO_FUN_CAN3) to review the candidate’s statuses for any event for a single contact’s orders and resource requests.

Navigation

From the Event Summary page, select one or more of the events and click the select Show Candidates at Selected Events button or click the Show All Candidates button.

Image: Recruiting Funnel By Contact – Candidate Summary Page

This example illustrates the fields and controls on the Recruiting Funnel By Contact – Candidate Summary Page. You can find definitions for the fields and controls later on this page.