The Applicant dashboard allows human resources personnel to effectively monitor and manage the hiring process. Human resources personnel can use the Applicant dashboard to review online application data, view background results, documents, and forms for applicants, monitor the hiring progress, and perform actions to continue the hiring process.
You can create an initial form collection that only collects minimal information from applicants during the online application process and then create a second form collection that you associate with scheduled actions to collect any remaining information that is required for background checks or to complete the final hiring action during the hiring process. Contact your system administrator for assistance with configuring minimal online application form collections.
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Applications on the Applicant dashboard can be set to expire after a certain number of days. If an application expires, it only displays on the dashboard if you select the Expired value from the Status field when you perform a search and apply filters using the Filter Applicants section, and you cannot perform additional hiring actions for the applicant. Contact your system administrator for help with defining the number of days for an application to expire to comply with your organization’s human resources standards. |
Field | Definition |
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Manage Invitations | Icon used to view and manage previously sent application invitations using the Manage Invitations page. The Manage Invitations icon only displays if the Manage Invitations permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating user role permissions. |
Send Application Request | Icon used to send the applicant an invitation to apply for a job opening or to access the online application portal using the Invitation Request page. |
Create New Applicant | Icon used to create a new applicant record by completing an internal online application on behalf of the applicant. The Create New Applicant icon only displays if the Enable Create Candidate permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating user role permissions. |
Filter Applicants | Section that displays fields you can use to select standard and advanced criteria to perform a search and apply filters to locate applicant records in the Applicants list. Refer to the Performing a Search and Applying Filters to Locate Applicants topic for more information on how to use the fields in this section. |
Applicants | List that displays the applicants that match the filter criteria you select. The default sort order for applicant records in the list is by the Days column value and then by the Name column value. You can click column heading hyperlinks to toggle sorting the list in ascending or descending order according to the values in the column. |
Add applicants to a requisition | Icon used to select a new job opening or requisition for multiple applicants, which effectively creates a new candidate record for the applicants. Refer to the Selecting Job Openings for Applicants topic for more information on how to add applicants to job openings. |
Add Applicant | Column that displays checkboxes you can use to choose the corresponding applicants from the Applicants list when adding multiple applicants to job openings. |
Add Candidates to Requisition(s) | Hyperlink used to add a new candidate record for the corresponding applicants from the Applicants list when adding multiple applicants to job openings. |
Cancel Selections | Hyperlink used to cancel adding new candidate records for the corresponding applicants from the Applicants list when adding multiple applicants to job openings. |
View All Applications | Icon used to expand the Applicants list to display individual candidate records for all online applications associated with the corresponding applicant. |
Close Applications View | Icon used to collapse the individual candidate records for all online applications submitted by the corresponding applicant. |
Application Type |
Displays one of the following icons to indicate whether the form collection for the online application that the applicant completed consisted of a minimal online application or a full online application:
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Flag Applicant |
Icon used to flag the corresponding applicant record for future reference. Once you perform a search and apply filters to locate the applicant records you want, you can click the Flag Applicant |
Hot Candidate | Displays a Hot Candidate icon to indicate whether the corresponding applicant meets or exceeds the minimal hot candidate score for the online application form collection associated with the candidate record. |
WOTC |
Displays an icon to indicate whether the applicant qualifies for the Work Opportunity Tax Credit (WOTC). The WOTC icon is only available if the WOTC Status permission is active for your user account. Contact your system administrator for assistance with the WOTC Status permission.
Additionally, once applicants complete the static Tax Credit Screening form and submit their online application, their tax credit eligibility begins to age. Once the tax credit eligibility information for an applicant expires, the applicant can retake the Tax Credit Screening form via an action form collection to effectively renew their tax credit eligibility. |
Name |
Displays the name of the applicant or candidate. If the applicant has submitted multiple online applications or has multiple candidate records recorded towards their single applicant record, a fractional value displays next to the Name, which indicates the sequential number of each candidate record as a fraction of the total number of candidate records for the single applicant, such as 3/5. Additionally, the current e-mail address and phone number for the applicant displays beneath the applicant name if the EnableApplicantContactDisplay Metadata setting is active. Contact your system administrator for details on the EnableApplicantContactDisplay Metadata setting.
You can click the applicant name hyperlink to view information that the applicant submitted during the online application process and access a list of pre-hire and post-hire documents, as well as any pre-populated forms from the online application, using the Document List pop-up. Refer to the Viewing and Managing Documents, Forms, and Contact Information topic for more information on the Document List pop-up. |
App Type | Displays the applicant type for the candidate record based on the applicant portal from which the applicant applied. If the App Type column displays a blank value, this indicates that the application record consists of an application copy that was not created as a result of the applicant directly applying to the job opening through an applicant portal via the online application process, such as application records that hiring associates create by selecting a new job opening or by updating the company client for an existing applicant. If the App Type column displays a value, this indicates that the application record was created either by the applicant completing an online application form collection via an applicant portal or by hiring associates completing an internal online application form collection on behalf of the applicant. |
Job | Displays the job opening for the candidate record. You can click the job opening hyperlink to select a new job opening for the applicant using the Applicant Location/Position pop-up. You cannot select a new opening for applicants if hiring associates have previously performed the final Hire action to hire the applicant. Under these circumstances, if you click the Job column hyperlink, an error message displays. |
Position | Displays the position title of the position for the applicant. |
Location | Displays the location code of the location for the applicant. |
Client |
Displays the current company client for the applicant. You can click the Client column hyperlink to update the current company client for the applicant using the Update Company Client pop-up. |
Days | Displays the number of days since the applicant initially submitted the online application form collection for the candidate record. |
Background |
Displays the background check status of the applicant. You can click the background check status hyperlink to view details of the Background Report for the applicant from the eQuest+ system. If the Background Report for the corresponding applicant has not been reviewed since the most recent screening status change for the applicant record, the Updated
If multiple background check orders exist for the applicant, the Multiple Background Checks pop-up displays when you click the background check status hyperlink to view details of the Background Report for the applicant from the eQuest+ system. Additionally, if background check information is available for the corresponding applicant, the BGC Information icon displays within the Background column. You can click the BGC Information |
Drug Screen | Displays the background check status of the drug screening background check order for the applicant. The Drug Screen column only displays in the Applicants section if system administrators configure the drug screen ordering feature and drug screening packages for your environment. Contact your system administrator for assistance with this functionality.
You can click the background check status hyperlink to view details of the Background Report of the drug screening background check for the applicant from the eQuest+ system. If the Background Report for the corresponding applicant has not been reviewed since the most recent screening status change for the applicant record, the Updated
If multiple drug screening background check orders exist for the applicant, the Multiple Background Checks pop-up displays when you click the background check status hyperlink to view details of the Background Report for the applicant from the eQuest+ system. Refer to the Viewing Background Check Information topic for more information on the Multiple Background Checks pop-up. |
Score | Displays the overall online application form collection score for the candidate record. |
Assessment |
Displays the overall assessment rating for the most current version of each assessment that the applicant has completed. If the assessment consists of an internal assessment, you can click the assessment rating hyperlink to view details for the assessment via the Assessments pop-up.
If the assessment consists of an external assessment, if additional assessment results are available from the external or third-party site, and if system administrators have configured the external assessment form from the online application form collection that the applicant completes to interact with the third-party or assessment site, you can also click the assessment rating hyperlink for the external assessment to view the results or report for the assessment in a new browser window or tab. Contact your system administrator for assistance with configuring external site integration forms.
You can also sort records by assessment score in the Applicants list if you point to the Assessment column heading hyperlink and then select the name of the assessment you want to sort by from the Assessment sorting pane. |
Status |
Displays the hiring status for the applicant within the overall hiring process. You can click the Status column hyperlink to view or update hiring actions for the applicant on the Schedule Actions pop-up. Refer to the Performing Hiring Actions topic for more information on how to perform hiring actions. |
Step |
Displays a fractional step indicator of the applicant’s status in the hiring process. The value for the indicator derives from the current number of completed hiring actions for the applicant as a fraction of the total number of hiring actions, such as 4/5.
You can exclude certain completed hiring actions from the meter and percentage value of the Progress column based on your business or organization's needs. Contact your system administrator for assistance with excluding hiring actions from the progress meter and percentage. |
Invited Applicant Status |
Table that displays status details of the online application process associated with applicants to which you previously sent an application invitation, but that have not yet completed and submitted their online application. Refer to the Reviewing Applicant Invitation Status topic for more information on this functionality.
The Invited Applicant Status table is only available if the EnableApplicantInvitationStatusView Metadata setting is active. |
Background Check Summary |
Table that displays summary information for the most recent background check order associated with the corresponding applicant. Refer to the Viewing Background Check Information topic for more information on this functionality.
The Background Check Summary table is only available if the EnableApplicantBGCStatusView Metadata setting is active. |
Page | Drop-down field used to select the paged results number for the Applicants list. You can also use the next page or previous page icons, or modify the current number of records to display per page drop-down field to browse results and find the applicant you want as necessary. |
Human resources personnel can use the Applicant dashboard to do the following:
Click the hyperlinks in the list above or use the Related Topics function below to access additional information regarding the Applicant dashboard.