Purpose

The Applicants module is designed to track company applicants and facilitate their upgrade to personnel records when hired.

Applicants List

The main view of the Applicants module displays a list of applicant records.

• "+" Button: Creates a new applicant record.

Overview Mode

The Overview tab provides contact information and an activity log.

• Activity Log: Displays significant actions occurring in the record or notes left by users.
• Phone / Email / Address Section
  • "+" Button: Adds new contact information entries.
    • Address: Postal address of the applicant.
    • Phone Number: Contact phone number(s).
    • Email Address: Contact email address(es).
    • Website: Relevant website links.
    • Social Media Link: Links to applicant's social media profiles.
• Transfer to Personnel: Automatically create a Personnel record based on this Applicant information.

Details Mode

The Details tab contains basic information about the applicant.

Details Section

• Person: Applicant's name information.
• ID: Unique identifier for the applicant.
• Status: Current status of the application.
• Type: Classification of the applicant.
• Date: Relevant date for the application process.

Positions Applied Section

• "+" Button: Adds a new position application.
• Status: Current status of the application for this position.
• Date: Date of application or status change.
• Hourly Rate: Proposed or agreed hourly rate for the position.
• Position: The specific job position applied for.
• "🗑️" Button: Deletes the position application entry (irreversible action).

Screenings Section

• "+" Button: Adds a new screening record.
• Type: Kind of screening performed (e.g., background check, drug test).
• Reason: Purpose for conducting the screening.
• Date: Date the screening was performed.
• Result: Outcome of the screening.
• "🗑️" Button: Deletes the screening entry (irreversible action).

Common Workflow Questions

1. How do I add a new applicant to the system?
2. What's the process for updating an applicant's status?
3. How can I track multiple position applications for a single applicant?
4. Where do I record screening results for an applicant?
5. How do I convert an applicant record to a personnel record upon hiring?
6. Can I attach resume documents or other files to an applicant's record?