Daily Work

You can use the views under the Job Candidates data folder to enable recruiters to easily track daily work & get common reports.

So, for example, you can use the Job Candidates->Last Candidate Actions view to get a report of the recruiting actions performed today or any selected period.

Additionally, you can use the dedicated report categories in the Reports module for fully managing your work and to get all required reports.

The Job Processing category in the Reports module provides report views related to the core recruitment process.

This includes reports on actions performed on shortlisted candidates, daily/weekly reports, reports grouped by client, position, candidate status reports & so on.

All report views can be exported to an Excel file using the Export Displayed/Export All Items options.

Common Tasks

1. Generate a report of recruiting actions by Period
2. Export any report to MS Excel
3. Generate a report of Recruiting Action Summary for a period
4. Generate a Candidate Status Summary Report

1. Generate a report of recruiting actions by Period

Follow these steps to get this report:
- Point to the Modules Mega Menu and select Reports. The Reports Navigator will open.
- In the Navigator tree-view under Team Management->Manual Reports, expand 'Job Processing(Role User)->Candidate Actions->List and click the 'All Candidate Actions' data view.
- The report will be displayed on the right-hand pane.
- In the 'Period' drop-down select the period for which to view the report.

2. Export any report to MS Excel

You can export any report view to MS Excel using the following steps:
- In the report view, point to the 'Tools' menu and select 'Export Displayed Items' to export the current page or 'Export All Items' to export all items in the view.

3. Generate a report of Recruiting Action Summary for a period

Follow these steps to get this report:
- Point to the Modules Mega Menu and select Reports. The Reports Navigator will open.
- In the Navigator tree-view under Team Management->Manual Reports, expand 'Job Processing(Role User)->Candidate Actions->Summary->By Period' and click on the data view for the desired period such as 'Daily', 'Weekly' etc.
- The report will be displayed on the right-hand pane.

4. Generate a Candidate Status Summary Report

Follow these steps to get this report:
- Point to the Modules Mega Menu and select Reports. The Reports Navigator will open.
- In the Navigator tree-view under Team Management->Manual Reports, expand 'Job Processing(Role User)->Candidate Status->List and click on the data view 'All Candidates by Status'.
- The report will be displayed on the right-hand pane. You can apply a filter for a specific stage/status from the 'Candidate status' drop-down in the top pane.