Action Availability Reference

The table in this topic lists recruiting actions, the pages where each action can be invoked, the menu or other page element where the action can be found on each page, and any conditions that must be met for the action to be available.

For more information about actions, see Understanding Actions for Managing Applicants.

Action

Search Applicants Page

Manage Applicant Page

Search Applications Page

Manage Application Page

Manage Job Opening Page

Manage Applicant List Page

Accept Offer

Note: An offer in the default (extended) or pending status must exist.

Not available

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

  • Other Actions > Recruiting Actions

  • Also available as a link on the Offer tab of this page.

Other Actions > Recruiting Actions

Not available

Add Applicant Note

Note: This action is not available to users with the Hiring Manager role.

Not available

Toolbar button

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Add Note icon

Add Applicant to List

  • Actions menu

  • Group Actions menu

Toolbar button

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

Other Actions > Applicant Actions

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

  • Other Actions menu

  • Group Actions menu

Add POI (Add Person of Reference)

Note: Applicant must be an external applicant who is not already associated with a person of interest (POI) record.

Not available

Other Actions > Applicant Actions

Not available

Not available

Not available

Not available

Change Applicant Status

  • Actions menu

  • Group Actions menu

Toolbar button

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

Other Actions > Applicant Actions

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

  • Other Actions menu

  • Group Actions menu

Copy Salary Package

Note: Global Payroll for Australia must be active, the applicant must be in the Hired disposition, the salary package must not have been already copied to HR, and the user must be a recruitment administrator.

Not available

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Not available

Create Interview Evaluation

Not available

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

  • Other Actions > Recruiting Actions

  • Group Actions > Recruiting Actions

Not available

Create Salary Package Model

Note: Global Payroll for Australia must be active and the user must be a recruitment administrator.

Not available

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Not available

Edit Application Details

  • Actions menu

  • Group Actions menu

Note: This action is available only from the keyword search and advanced search.

  • Other Actions > Recruiting Actions

  • Group Actions > Recruiting Actions

  • Other Actions > Recruiting Actions

  • Group Actions > Recruiting Actions

Other Actions > Recruiting Actions

  • Other Actions > Recruiting Actions

  • Group Actions > Recruiting Actions

Not available

Edit Disposition

Note: If, under a flexible recruiting process, an applicant’s current disposition does not have any valid transitions for a particular recruiting role type, then users with that role type do not see the Edit Disposition action for that applicant.

Not available.

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Not available

Forward Applicant

  • Actions menu

  • Group Actions menu

Toolbar button

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

Other Actions > Applicant Actions

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

  • Forward Applicant icon

  • Group Actions menu

Invite Application

Icon button

Note: This action is available only from the Profile Match, and only when the search matches employees with job openings.

Not available

Not available

Not available

Not available

Not available

Link Applicant to Job

  • Actions menu

  • Group Actions menu

Toolbar button

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

Other Actions > Applicant Actions

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

  • Link to Job icon

  • Group Actions menu

Manage Applicant Checklists

Not available

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Not available

Manage Applicant Contracts

Note: This action is not available to users with the Hiring Manager role.

Not available

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Not available

Manage Interviews

Not available

Interview icon

  • Interview icon

  • Group Actions > Recruiting Actions

Interview icon

  • Interview icon

  • Group Actions > Recruiting Actions

Not available

Mark Reviewed

Not available

  • Mark Reviewed icon

  • Group Actions > Recruiting Actions

  • Mark Reviewed icon

  • Group Actions > Recruiting Actions

Mark Reviewed icon

  • Mark Reviewed icon

  • Group Actions > Recruiting Actions

Not available

Merge Applicant

Note: This action is not available to users with the Hiring Manager role.

Not available

Toolbar button

Not available

Not available

  • Available as a group action on the Applicant Activity tab.

  • Available as a button on the Applicant Screening tab: Screening Results section.

Not available

Pre-Employment Check

Not available

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Other Actions > Applicant Actions

Not available

Prepare for Hire

Note: Available only when the disposition is Offer Accepted, Ready to Hire, Hired, or Withdrawn.

Not available

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Not available

Prepare Job Offer

Not available

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Not available

Print Application Details (individual application) or Print Applications (group action)

Note: This action is also available for individual rows on the Browse Applicants Page and on the My Applicants Pagelet on the Recruiting Home page.

Print icon (all searches except Quick Search)

  • Print icon

  • Group Actions > Recruiting Actions

  • Print icon

  • Group Actions > Recruiting Actions

Toolbar button

  • Print icon

  • Group Actions > Recruiting Actions

Not available

Reject Applicant

Not available

  • Reject icon

  • Group Actions > Recruiting Actions

  • Reject icon

  • Group Actions > Recruiting Actions

Reject icon

  • Reject icon

  • Group Actions > Recruiting Actions

Not available

Reject Offer

Note: An offer in the default (extended) or pending status must exist.

Not available

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

  • Other Actions > Recruiting Actions

  • Also available as a link on the Interview tab of this page.

Other Actions > Recruiting Actions

Not available

Route Applicant

Not available

  • Route icon

  • Group Actions > Recruiting Actions

  • Route icon

  • Group Actions > Recruiting Actions

Route icon

  • Route icon

  • Group Actions > Recruiting Actions

Not available

Send Correspondence

  • Actions menu

  • Group Actions menu

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

Other Actions > Applicant Actions

  • Other Actions > Applicant Actions

  • Group Actions > Applicant Actions

  • Other Actions menu

  • Group Actions menu

Withdraw Application

Note: Available only when the current disposition has 130 Withdrawn Application as a successor disposition.

Not available

  • Other Actions > Recruiting Actions

  • Group Actions > Recruiting Actions

  • Other Actions > Recruiting Actions

  • Group Actions > Recruiting Actions

Other Actions > Recruiting Actions

  • Other Actions > Recruiting Actions

  • Group Actions > Recruiting Actions

Not available

Withdraw from Hire

Note: Available only when the disposition is Ready to Hire, the job opening, if any, is in an Open status, and the data transfer to HR is turned on.

Not available

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Other Actions > Recruiting Actions

Not available