This lesson goes through all of the Settings for your Candidates
To get to Candidate Settings, click into your name at the top, right hand corner of the screen and goto Tools & Settings. In the Application Settings section on the left of the screen, you will see Candidate Settings half way down the list.
GENERAL SETTINGS
Default Candidate Status |
The first option within General Settings is the Default Candidate Status dropdown. In here will be a list of the all of the Statuses which you have created in your system for a Candidate. So generally, the default would be Active for when the Candidate is initially created as they are actively looking for work. You may change the default here if required. |
Duplicate CV on Parse Action |
When a Candidate sends you a CV and you 'Parse' it into the system, you can choose here whether to
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Default Candidate Ownership |
If there is a particular user who will always need to be the owner of Candidates when they are created, you will need to selct their name from the Default Candidate Ownership dropdown list. |
Fixed Job Titles |
If you wish to create a 'Fixed List' of Job Titles, you may do so and have
Or,
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PORTAL SETTINGS
Enter Timesheets by Default |
This setting, if set to
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Online Documents by Default |
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Upload Documents by Default
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Log Portal Logon as Activity |
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REGISTRATION SETTINGS
Allow Registration |
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Allow CV Registration |
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Allow Manual Registration |
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Show Skills Page on Registration |
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Show References Page on Registration |
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Show Upload page on Registration |
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CANDIDATE STATUSES
Candidate Statuses |
Candidate Statuses help you to asceratain the current situation for a Candidate in your database. All of these statuses are completely customizable so they may look different on your system. Options such as “Assigned, Inactive, On Billing and Rejected” Are all most likely Inactive statuses. By choosing to mark a Candidate as Inactive he/she is no longer an active Candidate in our database. If you wish to edit or delete any of the Statuses, click on the relevant row and select 'Edit' or 'Delete'. To add additional Statuses, click the green 'New' button and enter the details.
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CANDIDATE TYPES
Candidate Types |
A Candidate Type refers to the type of work they may be looking for, such as Permanent or Contract in this example. To edit or delete any of these options, click the appropriate row and select 'Edit' or 'Delete'. To add a new Type, such as 'Temporary', click the green 'New' button and add the details. |
CANDIDATE SOURCES
Candidate Sources | A Candidate Source tells you where the person came from to be created on your system, such as a Job Board, or perhaps an advertisment you ran. This helps you to get a feel for where you better Candidates are coming from for future reference. |
CANDIDATE PROSPECT STATUSES
Candidate Prospect Statuses |
To understand more about Candidate Prospecting, please go to our help file on this topic. These Statuses can be selected when you have matched a Candidate as a Prospect to a Client or Contact so you and your colleagues can see exactly what stage in the process the Candidate is at. To edit or delete any of these options, click the appropriate row and select 'Edit' or 'Delete'. To add a new Type, such as 'Temporary', click the green 'New' button and add the details. |
JOB TITLES
Job Titles |
You will create options here for your Users to select a Job Title when they create a Candidate, but you may also make this a free text field. (Please refer to the Fixed Job Titles section under General Settings at the top of this page to understand a little more about this list.) To edit or delete any of these options, click the appropriate row and select 'Edit' or 'Delete'. To add a new Job Title, click the green 'New' button and add the details.
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ETHNIC ORIGINS
Ethnic Origins |
Should you wish to, you can add an Ethnic Origin to your Candidate record and create a list here of all of the options. To edit or delete any of these options, click the appropriate row and select 'Edit' or 'Delete'. To add a new Job Title, click the green 'New' button and add the details. |
AGENCY WORKERS REGULATIONS ALERTS
Agency Workers Regulations Alerts |
If AWR has been applied against a particular Job and Candidate, you can edit, delete or add Alerts into this section. You will be notified of these alerts in order to keep within all of the required timefrmaes for AWR.
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Keywords: Candidate Settings; Candidates; Settings