Why have we developed this feature?
Following client feedback sessions, we wanted to improve the existing Review List and Applicant Action workflows to provide more functionality and flexibility so that users have better control of their job pipelines and improve existing functionalities:
addition of Static Cards at the top of the forms
additional tabs for the Notebook, Notes
the ability to see the applicant action statuses in the review list and
ability to set a reason for rejection at applicant action level
all updates focus on greater efficiency for the end user.
Review List
Additional column related to Applicant Action Status codes
When jobs added on an applicant review list and the user navigates to the Applicant Record ; Review List tab card ; Configure Columns cog OR by clicking the View all button on a sublist ; switch to table view ; configure columns
An Applicant Actions Status field column is available to select, associated with the Review List entry. (not selected by default when Restore defaults is clicked)
The user will have to update the Review List status on a Job for the Applicant action to be linked to that review list entry which will then populate the associated Applicant Action Status column with the value.
Contract/Perm Job Review List Tab Card & Form - Additional & Updated column list
When Applicants are added to the contract/perm Job record ; review lists tab and the user navigates to those applicants ; Review list tab and click the cog button ; Configure columns option OR click the View all button on the review list sublist ; switch to table view ; click the cog button ; Configure columns option
Expect to see the columns list updated as below on both the review list tab and form:
Contract/Perm Job Review List tab --> Configure column window updates (table 1)
Columns Removed from Available list and Default list | New columns added from Applicant record (not selected by default when restore defaults is clicked) |
Job Id | Available Date |
Job Ref No | Applicant Notes |
Job Status | Created User Name |
Job Status Id | Desired Job Title |
Location Id | Min Basic |
Review List Status Id | Min Package |
Source Id | Ranking |
| Time Willing to Commute |
| Updated User Name |
The following columns are renamed on the Review list tab ; Configure columns window:
The existing Notes column is renamed to Review Notes
The existing Applicant column is renamed to Applicant Name
The existing Status Description column is renamed to Review List Status
Contract/Perm Review List Form --> Configure column window updates (table 2)
Columns Removed from Available list and Default list | New columns added from Applicant record (not selected by default when restore defaults is clicked) | New Default columns |
Client Contact Id | Available Date | Last CV Date |
Client ID | Applicant Notes | Latest CV |
Company | Created User name | Score |
CV Id | Desired Job Title |
|
Distance | Latest CV |
|
Employment Type System Code | Min Basic |
|
IsVideoInterviewEnabled | Min Package |
|
Job Primary Consultant | Priority |
|
Job Ref no | Time Willing to Commute |
|
Job Status | Updated User Name |
|
Job Status ID |
|
|
Job Title |
|
|
Location Id |
|
|
Object Id |
|
|
Profile Document |
|
|
Record Id |
|
|
Record Type System Code |
|
|
Status System Code |
|
|
The following columns are renamed on the Review list form ; Configure columns window:
The existing Notes column is renamed to Review Notes
The existing Applicant column is renamed to Applicant Id
The existing Applicant Status column is renamed to Applicant Status Id
Applicant Review List Tab Card & Form - Additional & Updated column list
When applicants are added to a review list and the user navigates to those applicants ; Review list tab and click the cog button ; Configure columns option OR click the View all button on the review list sublist ; switch to table view ; click the cog button ; Configure columns option
Expect to see the columns list updated as below on both the review list tab and form:
Applicant Review List tab --> Configure column window updates (table 1)
Columns Removed from Available list and Default list (if exist) | New columns to be added | New Default column |
Applicant | Distance to Job | Distance to Job |
Applicant Country | Job Location |
|
Applicant County | Job Work Address |
|
Applicant Id | Job Grade |
|
Applicant Job Title | Job Notes |
|
Applicant Post Code | Ranking |
|
Applicant Statuses | Review List Id |
|
Country | Client Contact Id |
|
County |
|
|
Created On |
|
|
Created User Id |
|
|
Distance |
|
|
Employment Type System Code |
|
|
Job Status Id |
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|
Location Id |
|
|
Natiionality |
|
|
Post Code |
|
|
Source |
|
|
The following columns are renamed on the Review list tab ; Configure columns window:
Notes column is renamed to Review Notes
Status Description is renamed to Review List Status
Applicant Review List Form --> Configure column window updates (table 2)
Columns Removed from Available list and Default list (if exist) | New columns to be added | New Default column |
Applicant Name | Contact | Job Ref no |
Applicant ID | Job primary consultant | Contact |
Applicant Job Title | Priority | Job Status |
Applicant Status | Review list status id | Review List Status |
Applicant Statuses | Job location | Hits |
Country | Job work address | Score |
County | Job grade | Notes |
Created On | Job notes |
|
Created User Id |
|
|
CV Id |
|
|
Distance |
|
|
Employment type system code |
|
|
Job Status Id |
|
|
IdVideoIntreviewingEnabled |
|
|
Location Id |
|
|
Object Id |
|
|
Post Code |
|
|
Profile Document |
|
|
Record Id |
|
|
Record Type System Code |
|
|
Source |
|
|
Status System code |
|
|
The following columns are renamed on the Review list Form ; Configure columns window:
Notes column is renamed to Review Notes
Job column is renamed to Job Id
Review List Forms : adding New Note and Quick Note options for Job/Applicants
Applicant Review List
When jobs are added to an applicant review list and the user clicks the View all button is clicked on the review list sublist
On the toolbar, 2 new buttons called New Quick Note and New Note next to the Send CV button (to the right) appears
A user will now be able to add a new quick note and new note as per the existing functionality on the job record
A user will be able to add a notebook entry with links to the source applicant (primary) , client, client contact and job
Job Review List
When applicants are added to a jobs review list and the user clicks the View all button on the review list sublist
On the toolbar, 2 new buttons called New Quick Note and New Note next to the Send CV button appears
A user will be able to add a new quick note and new note as per the existing functionality on the applicant record
A user will be able to add a notebook entry with links to the applicant (primary) , client, client contact and job
Removing Job from the Applicant Review List Tab
The users will now be able to remove a job row on a review list from the applicant review list tab card
When the user is on an applicant record Review List tab and does not have have the Review List Applicant Delete Restriction currently applied to their role
and they select the 3 dot option at the end of the Review List entry
Then an option called Delete is now visible which when clicked, a confirm delete warning message appears that reads, "Are you sure you wish to delete the record <applicant> (<company>)?" with Delete and Cancel buttons.
When the user clicks, Delete and if no Review List status has been set then the review list entry is removed.
When Delete is clicked and a review list status has been set then a prompt will display: This record could not be deleted because its Status has been set with an Ok button and the list entry is not removed
When the user has the Review List Applicant Delete Restriction currently applied to their role and when they select the 3 dot option at the end of the Review List entry, then the Delete option won’t be visible.
CVs Tab Card to display in Review List
When a user navigates to either the Applicant and Job Review List in expanded view (clicking ‘View All’ button on the sub list) and review the tabs available, they will now be able to view a new tab card called CVs
The CV tab will display all CV history for the applicant
The user will be able to open a CV to view/edit and use the 3 dot menu to take action on a CV (similar to Applicant ; CV sublist 3 dot options AND sublist + button options)
The Existing CV tab card is renamed to ‘CVs’ on Applicant form, applicant quick view modal and across all areas where applicant CV tab card is displayed
Review List forms – Static cards for Applicant/Job
When a user navigates to the Review List forms via an Applicant or a Job record ; clicking the Review List tab and clicking the ‘View All’ button on the sublist, a static/ summary card will be displayed on top of the page that will allow the users to view the summary of the selected record type. (Job or Applicants)
Updating Review status to create a linked new Notebook item automatically
Users will now be able to set and update a Review List status and see a notebook entry added to the Applicant Notebook so that it is easier to show their activity against the applicant.
When an Applicant is added on a Job (Contract/Perm) ; Review List and the user sets the Review List Status by any of the routes below:
that applicant record ; review list tab ; set status OR
Applicant ; Click ‘View All’ button on a sublist ; click Details tab ; Set Status on the field
from a Job (Contract/Perm) ; Job ; review list tab ; set status
Job (Contract/Perm) ; Review list tab ; Click View All on a sublist ; Select multiple records ; Action >Set Status
A notebook entry is added under the existing Review List folder
The subject of the notebook reads, <Job Reference number> at <Company Name> (<Applicant first last name>)
The content of the notebook reads, Review Status = <Current Review List status>.
The relevant links are added under the Notebook ; Link tab : Applicant, Client, Contact, Job with Link type of Reference
The notebook item will be protected
If the same Review list is updated, a new notebook entry is added with the details as above
Global Hover Over tooltip on columns with ellipses
Users will now be able to hover over any fields in RCRM in the columns and view additional data so that they would not need to navigate to a different screen to view the full details saving them time.
On any forms in table view or on any sublist when the user hovers over the text in the relevant cell which is currently being truncated with an ellipsis (...) Then the column data displayed in a tooltip
Applicant Actions
Archive Restriction and functionality
Users can now Archive Applicant Actions in bulk given that they do not have the ‘Archive Applicant Actions’ restriction on their role
When applicant actions are created and the user navigates to My Action ; Applicant Actions and select records using checkboxes, click Action button on toolbar, a new option called ‘Archive’ is now available.
Clicking on ‘Archive’ will successfully archive the selected actions
If the selected actions are already archived, action will be taken only on actions that are not currently archived.
If the user has the restriction applies, the Archive option will be disabled.
Unarchive Restriction and functionality
When the user has the Applicant Action Archive Restore restriction applied to their role and they navigate to My Action ; Applicant Action ; select an Applicant action that is Archived, then:
For applicant actions that are already Archived, the Archived checkbox on the Details tab is disabled both on the main form or when clicking Edit button
When they navigate to an Applicant record ; Applicant Actions tab and select an applicant action on the sublist which is already Archived ; click the View record or Edit button ; both these forms will have Archived checkbox disabled
If the user does not have the restriction applied, they will be able to Unarchive actions
Reason For Rejection Field & Look Up
Users will now be able to add a Rejection reason in Applicant Action so that they can record why an applicant has been rejected
Admin users can set a List of Values by navigating to Options ; Manager ; Look ups ; List of Values
A new value called, Applicant Action - Rejection Reason appears in which the admin can add one or many list of values for rejection reason that the business wants to use
When the user navigates to Applicant Action and they do not have the Create Applicant Actions restriction on their role, then on the Details tab, a new field called, Rejection Reason appears
Users can use this field to update the reason for rejection
By default, the value in the dropdown is blank
If list of values are added, they can click the dropdown and select any 1 value from the list and save the applicant action
When the applicant action form is switched to table view, a new column called, Rejection Reason appears – which is not selected by default when Restore Defaults is clicked
If this column is added to the view, the users can see the rejection reasons displayed in the view
Tag/Add to Saved tag file records
Users can now tag or add records to saved tag file from Applicant Actions by following the steps below:
In the Applicant Actions, a new toolbar dropdown called Tag Options is visible (to the left of Action button)
On clicking the button, the following options appear:
Tag Applicant
Tag Client
Tag Contact
Tag Job
Add Applicant to Saved Tag file
Add Client to Saved Tag file
Add Contact to Saved Tag file
Add Job to Saved Tag file
When any of the options are clicked, the relevant record is tagged successfully/ added to the selected Saved tag file as per the existing behaviour with a success message
When multiple applicant actions are selected using checkboxes in list view, and a Tag Option is selected, all the relevant entities are tagged/added to saved tag file from the selected actions in bulk
If the user has not selected any types of records for the selected option, a message is displayed saying Please select at least one Applicant/Contact/Client/Job based on the selected option.
With the restrictions applied, the options will be disabled