Candidate Source Management

RBox enables you to track the sources from where candidates are added to the database. RBox comes configured with multiple source types including Job Boards, Business Associate, Company Web Site etc.

The Source Tracking feature allows you to define & track sources from where you get resumes in RBox and track your best candidate sources & quickly access relevant candidates.

You can perform source tagging of candidates in two ways: manually & via auto-tagging. In the manual case, you can for example, specify source type & name during Quick import of resumes.

To enable auto-tagging you can create Candidate Source Rules for based on the sender or recipient email-ids.

You can use the candidate source tracking functionality to track all your important candidate sources – vendors/associates, portals, company website etc.

Common Tasks

1. Add a resume source
2. Modify a resume source
3. Add related documents for a resume source
4. Delete a resume source
5. Add a candidate source rule
6. Modify a candidate source rule
7. Delete a candidate source rule

1. Add a resume source

Follow these steps via a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand the 'Recruiting Objects' folder node and click on the 'Resume Sources' data view.
- In the right-hand pane, point to the 'File' menu and select 'New'. The New Candidate Source page comes up.
- Select the type from the 'Source Type' drop-down.
- Specify the name of the source e.g. company name, consultant etc.
- Specify the location in the 'Location' field.
- Specify other details as required and click the 'Save'. button.

2. Modify a resume source

Follow these steps via a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand the 'Recruiting Objects' folder node and click on the 'Resume Sources' data view.
- The right-hand pane will display existing candidate sources - click on the resume source to modify.
- Make the desired changes and click 'Save'.

3. Add related documents for a resume source

- In the System Configuration Navigator, expand the 'Recruiting Objects' folder node and click on the 'Resume Sources' data view.
- From list pane click the source name for which to make this setting

Under the Organization File category you can add resume files for the source.
- Select 'Organization Profile' in the File Category drop-down and then use the 'Choose File' button to select and add the file.
- Repeat this for adding multiple files (if available).

Under the Attachment Files (Other) category you can add additional files related to the source such as company profile etc.
- Select the category under which to add a file in the File Category drop-down and then use the 'Choose File' button to select and add the file.
- Repeat this for adding multiple files.

- Click the Save button when done.

4. Delete a resume source

To do this you need to create resume source rules via a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand the 'Recruiting Objects' folder node and click on the 'Resume Sources' data view.
- In the right-hand pane, the list of existing sources is shown.
- Select the one to be deleted, point to the 'Edit' menu and select 'Delete'.

5. Add a candidate source rule

Perform these steps via a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand the 'Extraction Objects' folder node and click on the 'Candidate Source Rules' data view.
- Enter the sequence id for prioritizing this source rule in case you've defined multiple rules.

- In the 'From' field enter the email-id from which the resumes are received for this source. For e.g. if this is a job posting id of a Job Board enter the email-id via which the job posting responses are sent to you.
- Select 'Source Type'. For example, in case of Naukri.com, you can set 'Source Type' as Job Board.

- In the 'Source Name' field, type name of resume source and enter a description, if required.
- Click on OK.

6. Modify a candidate source rule

Follow these steps via a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand the 'Extraction Objects' folder node and click on the 'Candidate Source Rules' data view.
- This will show existing source rules in the right hand pane.
- Click on the source rule to modify - its details will open.
- Make the desired changes and click on OK.

7. Delete a candidate source rule

Follow these steps via a user login having administrator privileges:
- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration Navigator, expand the 'Extraction Objects' folder node and click on the 'Candidate Source Rules' data view.
- This will show existing source rules in the right hand pane.
- Tick next to the source rule to delete.
- Point to the 'Edit' menu and select the 'Delete' option.