Candidate Submission Management

Viewing Submission List

When you view the requisitions list, click the candidate count next to the requisition to directly navigate to the list of submissions for that requisition.

From the submission list, you can:

View the list of submissions for the requisition and see their progress in the selection process.
Navigate through the paginated candidate submission list.
Open a candidate submission to view its content.
Filter candidate submissions using various criteria. Once you have selected criteria, you can click Apply Candidate Filters to refresh the list, or click Clear All to clear the selected filters. Applied filters are shown in the top of the list and you can click the x icon next to each filter to remove the filter.
See how many candidate submissions are currently in the various steps and statuses of the selection process.
Sort candidate submissions.
Perform actions directly from the list. You select a candidate submission by clicking and highlighting the row and you then select the action from the action toolbar. You can also use the Actions dropdown that is displayed directly on each submission's row.
Perform bulk actions. The following actions can be performed on several submissions at a time: Change Step/Status, Send Correspondence, Add Comments.
Select a list format to display candidate submissions.

When you are viewing a requisition, you can get to three different pre-filtered submission lists: New Candidates (candidates who are in the step New), Active Candidates, All Candidates (including rejected, declined, and hired).

When you hover over a candidate name, a pop up appears and provides candidate details such as contact phone, contact email, candidate ID.

Viewing Candidate Submission Details

When you view a candidate submission, the details of the submission are presented in the following tabs:

Job Submission: Contains all the details of the candidate submission organized into different sections that you can expand and collapse depending on their pertinence.
Attachments: Attachments are organized into three sections. The first section contains the resumes attached to the submission. The second section contains other attachments relevant to the submission. The last section contains attachments that are either relevant to other submissions or to the candidate’s general profile. You can preview and download the contents of an attachment.
Offers: This tab is displayed once an offer is created. It contains details about the current offer. You can display previous offers, if any, and highlight the differences between the offers. You can view the offer letter as well as files attached to the offer. The offer grid can be displayed in full screen size or normal size.
History: Presents useful tracking details on actions performed on the submission.

You can navigate to the requisition details from a submission by clicking the requisition name. You can also get a quick preview of the requisition details without navigating away from the current screen by clicking the preview icon next to the requisition name.

You can navigate back to the submission list using the Back to Submission List button. You are returned to the submission list and the most recent requisition you viewed is highlighted.

You can flip through the submission details for each of the submissions displayed on your list by clicking the previous and next buttons.

You can perform actions by selecting actions in the More Actions menu or in the action toolbar.

Submission Summary Card

When you view a candidate submission, a summary of the job submission is displayed on the submission card. The summary highlights important details about the submission such as candidate identification, work experience, education, prescreening results, submission status.

If a resume is attached to the submission, you can click the Resume button to view the resume. While viewing the resume, you can navigate through the resume if it contains several pages, you can flip through the other candidate submissions and see their resumes, and you have direct access to the action toolbar from where you can disposition the candidate. When you close the resume preview, you are right back to where you were previously.

Selecting a Submission List Format

List formats allow the display of candidate submission information using different columns.

Your administrator creates list formats that suit the needs of your organization and make them available. You can select the list format you wish to use to display submission information.

Searching for Candidate Submissions

The submission search allows users to quickly find specific candidate submissions.

When you perform a submission search, the search engine searches for candidates who applied on a job or who submitted a profile. The search engine searches information in the following fields:

first name
last name
middle name
email address
username
candidate ID

When you perform a submission search, you can enter partial names (either the first or last name with the * wildcard) or complete names in the field. A best practice is to enter complete names to obtain better results. You can also search with a middle initial if you know the person's full name (example: Sam P Jones). If you search for someone who's first name contains initials, enter just the initials (example: Jr. will give you the following results: Jr., j.r., or JR). If you are looking for someone who hyphenates his/her name, you don’t have to enter both names. Let's say Smith-Jones is the name you are looking for. Entering Smith, Jones, Smith space Jones or Smith-Jones, will bring back Smith-Jones.