Client Candidate Trackers

[SCREENSHOT-TO-BE-UPDATED] - screenshot in point 1 shows interview schedules. To be replaced]

RBox enables auto generating Candidate Trackers summarizing key details of candidates for candidate submittals.

Candidate Trackers are auto-generated as a table within message body or as Microsoft Excel sheet. You can define multiple Candidate Tracker formats and link them with different clients.  Trackers can include basic database fields, user-defined or tracker-specific field values.

Using Candidate Trackers enables professional submittals while giving a quick overview of multiple candidates to clients which leads to faster feedbacks.

RBox also allows you to control the look of the generated Excel Trackers by specifying formatting elements such as the font style, colors, column backgrounds etc. You can do this from the Application Settings view in the System Configuration module via an administrative user login.

Once you define Candidate Tracker formats you can link them to specific clients from the Client detail screen via a recruiter login.

Common Tasks

1. Create a Client Candidate Tracker format
2. Enable automatic attachment of Excel Candidate Tracker
3. Enable previously submitted candidates section in a Candidate Tracker
4. Specify formatting options for Client Candidate Trackers
5. Modify columns in a Client Candidate Tracker
6. Delete a Client Candidate Tracker format

1. Create a Client Candidate Tracker format

Follow these steps from a user login having administrator priviliges:

- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Templates' and click on the 'Candidate Trackers' data view.
- On the right pane, point to the 'File' menu and click on 'New'. The new Candidate Tracker page comes up.
- Enter a name for the Candidate Tracker in the 'Name' field and an optional description in the 'Description' field.
- In the 'Output Format' drop-down select 'Excel' if you want the tracker to be generated as a separate MS Excel attachment. Select 'HTML Message Body' if it should be generated as a table within the email message body when submitting candidates.

- In the 'Columns' section specify each column value to include in the tracker from each of the drop-downs.
- To select a custom/user defined field that you've added for the Candidate object, scroll down under the 'Resume Custom Fields' section and select the desired field to add.

- If you need a column value that is not in the drop-down list then select one of the 'User Defined Blanks' from the dropdown and then in the text box next to it type the column name.

- Click the 'Save' button after you've specified all columns for the tracker.

2. Enable automatic attachment of Excel Candidate Tracker

Follow these steps to enable automatic attachment of an Excel Candidate Tracker in your candidate submittals:

- In the detail page of each client from the 'Candidate Tracker' drop-down, select a tracker format from the list and click the 'Update' button.

Note that you can create your own Excel tracker formats from a user login having administrative privileges in RBox. Once created these tracker formats will also be shown in the Candidate Tracker selection list for each client.

3. Enable previously submitted candidates section in a Candidate Tracker

Follow these steps from a user login having administrator priviliges:
- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'System Settings' and click on the 'Application Configuration' data view.
- In the right-hand pane click on the Resume Forwarding category.
- Tick the option 'Include a tracker for previously sent candidates when forwarding candidates'.

4. Specify formatting options for Client Candidate Trackers

Follow these steps from a user login having administrator privileges:

- Point to the Tools menu and select 'System Configuration'.
- In the System Configuration page expand 'System Settings' and click on 'Application Configuration'. This will show the Excel formatting settings on the right pane.
- Make the desired format settings for the Sheet title, Column title & Column text.
- Click the 'Save' button.

5. Modify columns in a Client Candidate Tracker

Follow these steps from a user login having administrator priviliges:

- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Templates' and click on the 'Candidate Trackers' data view.
- On the right pane, the list of existing Candidate Trackers will be shown. Click on the Candidate Trackers to modify.
- In the detail page, make the changes to the 'Name', 'Output Type' fields as required.
- For columns to modify:
- From each column in order, select the new column values.
- Click the 'Save' button.

6. Delete a Client Candidate Tracker format

Follow these steps from a user login having administrator priviliges:

- Point to the Tools menu and select 'System Configuration'.
- In the 'System Configuration' Navigator, expand 'Templates' and click on the 'Candidate Trackers' data view.
- On the right pane, the list of existing Candidate Trackers will be shown.
- Tick next to the Candidate Tracker to delete.
- Point to the 'Edit' menu and select the 'Delete' option.