Managing Job Applications

After mastering the fundamentals of creating applications, you have a variety of choices for organizing your job applications. In this article, we delve into managing your applications and making the necessary updates for an efficient hiring process.

In this article:
Creating a New Apply Process
Add an Application Process to a Requisition
Edit an Application Process
Copying an Application Process
Application Reporting
Additional Resources

Please note:

To create an application process, you must be a Recruiter with User Admin permission.

Creating a New Apply Process

1. Head to Tools> Setup> Applications.
2. Click the New Apply Process button in the upper right-hand corner of the Apply Process List page.
3. Selection options are: From Blank Form or From Standard Application.
   1. Note: We recommend using From Standard Application if you are new to building an application process.
4. From Blank Form: This will allow you to create a new application process from scratch. This is recommended if you are creating a highly customized application process that does not mirror the standard application structure.
5. From Standard Application: This will populate the application with the standard application contents (contact information, education history, etc.).
6. You will be taken to the application editor. Before editing the body of your application, make sure to give your new form a unique name. Keep in mind the applications will appear in alphabetical order so if you want an application to appear first we recommend using a number at the beginning. For Example, 1. Standard Application.
7. Don't forget to periodically save your progress! It is recommended to save after completing application sections. 

Add an Application Process to a Requisition

1. Navigate to the Requisition you would like to add the application process to or create a new requisition. This can be done by going to Tools> Recruiting and Requisitions.
2. Open the requisition and click Details.
3. Click Edit Details.
4. Scroll to Apply Process and select the online process candidates will use to apply.
5. Your applications will appear in alphabetical order, make your selection.
6. When you are done, click Save.

Edit an Application Process

1. Head to Tools> Setup> Applications.
2. To edit an existing application process, click the name of the application in question or the Edit button.
3. If you are new to application building you first make a copy of the application before editing it, especially if the application is tied to any live job requisitions.

Copying an Application Process

Copying an application form is a great way to test updates and edits to an existing process without affecting any applications tied to your live requisitions.

Note:

If you make changes to a question that has been copied from one application form to another, those changes will be reflected in both the copy and the original iteration of the question and vice-versa. If you wish to make changes to the question but not impact the original version, you will need to delete the existing question and then create a new question.

1. Head to Tools> Setup> Applications.
2. On the right-hand side of the Apply Process List page, click Copy on the application you wish to make a copy of.
3. This will open up the application editor of the copy of the application in question. Before making any edits, be sure to rename the application. All applications need to have a unique name to be saved.
4. Update your application as you see fit. Should you wish to apply the updated copy to a requisition(s), you will have to edit the Apply Process on each of those requisitions.

Application Reporting

Recruiters and Admins now have access to a full set of information about application question data which includes basic info about the candidate and requisition. Application Question Data has reports that can be filtered to specific questions, roles, candidates, and time frames using our reporting filtering. The types of questions that can currently be included are:

1. Text Input
2. Text Area
3. Radio Buttons
4. Dropdown
5. Date/Time

Including Application Questions in Reporting

In order for an application to be added to a report, it must be selected in the application question itself. Follow the guide below to confirm that the application question is added.

1. Head to Tools> Setup> Application Questions.
2. You will see the Application Questions dashboard. You can add individual questions here, and you will see the column "Included in Reporting". If there is a question you would like to add to the report, click the name of the question. Keep in mind this will be the internal name field.
3. If the question fits the type of questions you can add, the "Included in Reporting" option will be able to be selected.
4. If the question does not fit the type, it will be greyed out.
5. Once you have confirmed, select to add it as a field.
6. Click Save when done.
7. Once you have saved it, it will take approximately 2- 4 hours to start showing on the report.

Additional Resources

Introduction to Job Applications
Adding and Editing Application Sections
Adding and Editing Application Questions