Progress Candidates

Each vacancy has a ‘workflow’ associated to it which is displayed in the vacancy in columns.

Each application can be moved through the workflow by

1. drag and drop
2. by clicking into a candidates application details and updating the status
3. Bulk changes – selecting multiple candidates to progress

Drag & Drop

Click on the candidate you wish to progress and hold the mouse button, then move the card across the screen and release it in the correct column.

Pop ups / Actions

Some of these columns with have ‘actions’ associated with them to help you progress the candidate through the recruitment process.

Example:

Create appointment for First Interview

Here you have three options to create an appointment (or First Interview) for the candidate

• Skip – allows the user to move the candidate but not create an appointment
• Use Existing Appointment – adds the candidate to an existing appointment
• Create New – Creates a new appointment

Skip Appointment

No further actions are taken

Use Existing Appointment

Choose which appointment you wish to add the candidate into

Create New Appointment

Create a new appointment using the options on the pop up. You will see some information is pre-populated – you can add to this information so the appointment information is clear in the diary. E.g. 1st Interview – “Gemma Thompson”

Interview Type

Choose the ‘type’ of interview from the options:

• Video Interview
• All Day Appointment
• Bespoke (Start – End days/time)
• Use Timeslots for Appointments

Add Interviewers

• System Interview(s) – This is a list of system Users in the Genius ATS control Panel
• Add Interviewer (Email Address) – This is someone that is not a Genius ATS control panel user

Choose Email Template

A standard email template is usually associated with this workflow stage, but you have the option to select a different template or freetype over the template

NOTE: Any words that have the {brackets} have been added to pull through specific information about the application, appointment or candidate.

Click on [Continue without sending] if you do not wish to confirm the appointment digitally

or

Click on [send] to send the communication to the candidate and any interviewer(s)

You will now see the appointment in:

• the Vacancy Diary
• System Calendar
• Candidate Diary

Reject /Decline Candidate Applications

Candidates can also be rejected at any stage of the process by either;

• clicking on the Bin icon against a candidate

• Clicking the tick box on several candidates, clicking the [action] button at the top of the column and bulk [reject] candidate(s)