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Create an Applicant

This article explains how to create a new applicant if you do not have a CV available and therefore can not use CV Parser.

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Written by Terence Cassidy
Updated over 3 weeks ago

To create a new applicant, follow the steps below (or you can use the Walk Me Through ... feature and follow the process that way):

  1. Click Applicants and then click New

  2. The add a new record opens (Note: fields marked with a * are mandatory

  3. Add a Name and Surname

  4. Add Flag Text - this is used for an important note or warning, for example, 'do not contact after 4pm'

  5. Add Status - used to differentiate between the new, current and historical applicants on RCRM

  6. Add Sector - this is mandatory. Select which sector/s the applicant is to be visible in. You can select more than one

  7. Fill other information in as needed

  8. To continue, click the ✚ icon in the Communications section

  9. Add the contact details - Select a type, then underneath add the number or email

  10. If there are no other contact details to add, click Save

  11. If there is another phone number/email, click Save and New

  12. Add the applicant's address, so click the ✚ icon

  13. Firstly, select the address type

  14. Then add the postcode and click Lookup

  15. If the postcode is found, the fields will populate for you

  16. Add the street number, if appropriate

  17. Click Save.

Now Enter some details:

  • In this tab, details include job title, source, salary/rate requirements etc.

  • Please leave the Location blank as Access Recruitment CRM updates location (which is based on the address you added)

  • Location is important as it is used in radius searching, for example to find applicants that live near to a job

  1. Click Details tab

  2. Add a Job Title and any other available information

  3. Next hover over the Primary Phone field

    1. Access Recruitment CRM updates Primary Phone and Email (based on what you added as contact details)

    2. The primary details are also shown in the summary card at the top, ready for when you message the applicant

    3. You can select a different primary detail if there is more than one to choose from

Now add Attributes if required

  • Attributes are key words you select to show, for example, the applicant's job role, skills, qualifications etc.

  • They are particularly useful when searching and also for use with compliance

  1. Click the Attributes tab. If it is not shown, click the More tab and add Attributes to the screen

  2. Click the ✚ icon

  3. Attributes are organised in folders. Click on one of the folders now. And you will see its attributes shown in the Attributes box

  4. You have two ways to select attributes:

    1. Double click on the attribute

    2. Select the attribute/s and click the green right arrow button

      Green right arrow

      in the middle of the screen

  5. Then hover your cursor over Notes on the right

  6. You can assign a grade, dates or notes to a selected attribute

  7. Assigning a date can be useful with for example certificate/licence attributes

  8. Click Save to save your selection

  9. If you do not want to save your selection, then click the

    Cancel icon

    icon (at the top right) to exit the screen

  10. Save the applicant so click Save

Now add a Consultant

  • Click the Consultants tab. If it is not present, click the More tab and add it to the screen

  • This tab shows ownership. Your name gets added as the primary consultant

  • An applicant can be assigned to more than one consultant (or to a group) if applicable.

  • If you do not need to edit consultant ownership then click the More tab to continue.

  • If yes, then click the Users ✚ icon on the right

Related Articles
Set up CV Parser
Searching Improvements - Release Notes FY25 Q3
How to create an Applicant Record using CV Parser
Add and Update a Client Record
Add a New Contact
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