1. Using Recruiting
  2. About Recruiting

16Other Tools and Features

List Formats

List formats are used to display candidate and requisition information using different sets of columns depending on context.

You have access to a selection of list formats that have been created by your administrator to best suit the needs of your organization. Also, each specific context where information such as submission lists are displayed offer their own set of list formats. For example, you could have access to 5 list formats well suited for screening candidates in the New step of a selection process, and have access to 10 totally different list formats when looking at submissions in the Interview step.

List formats display information that is sorted based on 1, 2, or even up to 3 columns. When sorted on multiple levels, a number indicates the level of sorting performed by a column. Let’s say the Education list format on the Submissions list was configured to sort files by Item Requiring Attention, then by Candidate File Identifier, then by Requisition ID, Title. When you’re in the Submissions list and select the Education list format, the submissions are sorted as configured.

Filters and Advanced Filters

Use filters to narrow down a list to relevant information.

Quick Filters

Quick filters are displayed and available to be used all the time. Use quick filter criteria to quickly filter a list. When no filter criteria is selected, the list displays all available entries. When you select one or more criteria and click Apply Filters, the list refreshes according to the selection made.

Advanced Filters

In lists where advanced filters are available, you can see an Advanced Filters tab displayed at the top of the filter pane. You can select one or several advanced filter criteria to filter a list. When criteria are selected, they appear at the top of the screen with a Remove Filter icon next to the criteria. When you click the Remove Filter icon, the criteria is removed and the list is dynamically updated according to the updated criteria set.

Attachments in Candidate Profiles, Candidate Submissions, and Requisitions

You can view, preview, delete, upload, and download attachments in candidate general profiles, candidate submissions, and requisitions. Attachments are available in the Attachments tab.

The following file formats are supported. Your administrator defines which formats are available to users.

  • Any File Format

  • Excel (.xls and .xlsx)

  • Hypertext Markup Language (.htm and .html)

  • OpenOffice Writer (.odt)

  • Portal Document Format (.pdf)

  • Rich Text Format (.rtf)

  • Text (.txt)

  • Word (.doc and .docx)

  • Word Perfect (.wpd)

  • Zip Format

When you attach a file to a requisition, you can share the attachment with approvers and users having access to the requisition.

When you attach a file to a candidate general profile or submission, you can indicate if the attachment is a resume, an offer, or another type of attachment. You can also indicate if the attachment will be visible to the candidate.

Print Candidate Profiles, Submissions, and Requisitions

You can use the print functionality to create a PDF version of a candidate general profile, submission, or requisition and then print a PDF of the file.

Let’s say you want to print two requisitions.

  1. Go to the Requisitions tab.

  2. Select the two requisitions.

  3. Click the Print icon.

  4. In the Print Requisitions window, decide how you want to print the files:

    • List only: The contents of the list are presented in a PDF format as per the same arrangement as shown in the list format. A maximum of 1000 lines can be printed in the list.

    • File details: All sections of the file or only specific sections can be printed. For example, you can choose to print the Description, Prescreening, and Screening sections of the requisition. The sections you select are saved as defaults for the next print action. Also, sections you can select are based on how the file is configured and on your user permissions. For requisitions, a maximum of 15 files can be printed. For candidates, a maximum of 50 files can be printed.

  5. Click Print PDF.