Candidate Management

Common Tasks

1. View fresh candidates added last week.
2. View candidates added from Job Boards this week
3. View candidates updated/merged this week
4. View recently viewed candidates
5. Generate an Excel sheet of candidates added today
6. View updated/merged candidates for a specific period
7. Quickly verify key candidate details
8. View the new/freshly added candidates for a specific period.
9. View candidates skipped during addition to RBox
10. View hidden candidates
11. Move/Copy Candidates to Folders
12. Move/Copy Candidates to Users
13. Move/Copy Candidates to Public Candidate Pool

1. View fresh candidates added last week

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Private->Activity Views' click on the 'Added' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'Prev. Week'.

2. View candidates added from Job Boards this week

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Private->Activity Views' click on the the 'Added' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'This Week'.
- In the 'Source Type' column drop-down select 'Job Board'.

3. View candidates updated/merged this week

In the Main WorkBench Navigator:
- Expand the 'Candidates' node and under 'Private->Activity Views' click on the 'Updated' Data View under it.

4. View recently viewed candidates

In the Main WorkBench Navigator:
- Expand the 'Candidates' node and under 'Private->Activity Views' click on the 'Viewed' Data View under it.

5. Generate an Excel sheet of candidates added today

In the Main WorkBench:
- Expand the 'Candidates' node and under 'Private->Activity Views' click on the 'Added' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'Today'.
- Point to 'Tools' menu and select 'Export Displayed Items'.

6. View updated/merged candidates for a specific period

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Private->Activity Views' click on the the 'Added' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'Prev. Week'.
- Then, from the 'Candidate Additions to Display' drop-down select 'Merged Duplicates'.

7. Quickly verify key candidate details

- Expand the 'Candidates' node and under 'Private->Activity Views' click on the 'Added' Data View under it.
- Select the candidates you've added by ticking the check box next to each.
- Point to the 'Actions' menu and select 'Validate Candidates'. This will display the Validate Contact Information dialog showing the first candidate's resume file on the left section and the name and contact details extracted by RBox on the right.
- Verify the details and make any corrections by referring to the resume and drag-dropping missing values from the resume pane into the relevant fields on the right.
- Click on the 'Mark Valid' button. Now the next candidate's information will be shown for validation. Repeat the steps for all selected candidates.

8. View the new/freshly added candidates for a specific period

In the Main Work Navigator:
- Expand the 'My Activity' node and under 'Private Candidates->Activity Views' click on the 'Added' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select desired period.

9. View candidates skipped during addition to RBox

In the Main Work Navigator:
- Expand the 'My Activity' node and under 'Private Candidates->Activity Views' click on the 'Added' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'Prev. Week'.
- Then, from the 'Candidate Additions to Display' drop-down select 'Skipped Duplicates'.

10. View hidden candidates

In the WorkBench Navigator:
- Expand the 'Candidates' node and under 'Private' expand 'Data views'.
- Click on the 'Hidden' data view.

11. Move/Copy Candidates to Folders

You can organize candidates in the 'Adv. Candidate Manager (Private)' module by moving/copying them across folders. Follow these steps for doing this:

In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager (Private)'.
- In Adv. Candidate Mgr. page select the desired folder from which to copy/move candidates.
- In the list pane, tick next to the candidates to move/copy, point to 'Candidate' menu and select 'Move to Folder' or 'Copy to Folder'. To move/copy all candidates in the folder select the 'Move All' or 'Copy All' option.
- In the dialog that comes up select the desired folder and click 'Move' / 'Copy'.

12. Move/Copy Candidates to Users

In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager (Private)'.
- In Adv. Candidate Mgr. page select the desired folder from which to copy/move candidates.
- In the list pane, tick next to the candidates to move/copy, point to 'Candidate' menu and select 'Move to User' or 'Copy to User'.
- In the dialog that comes up select the desired user and click 'Move' / 'Copy'.

13. Move/Copy Candidates to Public Candidate Pool

You can at any time move or copy candidates from the Private Candidate Pool to the Public Database to be viewed and used by the entire team. Follow these steps to do this:

In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager (Private)'.
- In Adv. Candidate Mgr. page select the desired folder from which to copy/move candidates.
- In the list pane, tick next to the candidates to move/copy, point to 'Candidate' menu and select 'Move to User' or 'Copy to User'.
- In the dialog that comes up select 'Advanced Candidate Manager (Public)' and click OK.