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Candidate Management

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Platina Software
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Common Tasks

  1. View fresh candidates added last week.
  2. View candidates added from Job Boards this week
  3. View candidates updated/merged this week
  4. View recently viewed candidates
  5. Generate an Excel sheet of candidates added today
  6. View updated/merged candidates for a specific period
  7. Quickly verify key candidate details
  8. View the new/freshly added candidates for a specific period.
  9. View candidates skipped during addition to Talenture RS
  10. Check whether a candidate is shortlisted for any job
  11. Quickly view all candidates used in jobs
  12. View hidden candidates
  13. Move/Copy Candidates to Folders
  14. Move/Copy Candidates to Users
  15. View recruitment history of candidates

 

1. View fresh candidates added last week

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Recent Activity' click on the 'Added/Refreshed' Data View under it.

SP-Added-Refreshed.png

- In the list pane on the right from the 'Added On' column drop-down select 'Prev. Week'.

2. View candidates added from Job Boards this week

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Recent Activity' click on the the 'Added/Refreshed' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'This Week'.
- In the 'Source Type' column drop-down select 'Job Board'.

3. View candidates updated/merged this week
In the Main WorkBench Navigator:
- Expand the 'Candidates' node and under 'Public->Activity Views' click on the 'Updated' Data View under it.

4. View recently viewed candidates
In the Main WorkBench Navigator:
- Expand the 'Candidates' node and under 'Public->Activity Views' click on the 'Viewed' Data View under it.

SP-Recently-Viewed.PNG

5. Generate an Excel sheet of candidates added today
In the Main WorkBench:
- Expand the 'Candidates' node and under 'Public->Activity Views' click on the 'Added/Refreshed' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'Today'.
- Point to 'Tools' menu and select 'Export Displayed Items'.

6. View updated/merged candidates for a specific period

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Public->Activity Views' click on the the 'Added/Refreshed' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'Prev. Week'.
- Then, from the 'Candidate Additions to Display' drop-down select 'Merged Duplicates'.

SP-CandidatesToDisplay.png

7. Quickly verify key candidate details

- Expand the 'Candidates' node and under 'Public->Activity Views' click on the 'Added/Refreshed' Data View under it.
- Select the candidates you've added by ticking the check box next to each.
- Point to the 'Actions' menu and select 'Validate Candidates'. This will display the Validate Contact Information dialog showing the first candidate's resume file on the left section and the name and contact details extracted by Talenture RS on the right.
- Verify the details and make any corrections by referring to the resume and drag-dropping missing values from the resume pane into the relevant fields on the right.

skillpoint-validate-contact-details-mark-valid.png

- Click on the 'Mark Valid' button. Now the next candidate's information will be shown for validation. Repeat the steps for all selected candidates.

8. View the new/freshly added candidates for a specific period

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Public->Activity Views' click on the 'Added/Refreshed' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select desired period.

9. View candidates skipped during addition to Talenture RS

In the Main Work Navigator:
- Expand the 'Candidates' node and under 'Recent Activity' click on the the 'Added/Refreshed' Data View under it.
- In the list pane on the right from the 'Added On' column drop-down select 'Prev. Week'.
- Then, from the 'Candidate Additions to Display' drop-down select 'Skipped Duplicates'.

10. Check whether a candidate is shortlisted for any job

- In the Candidates Added/Refreshed view under 'Public->Activity Views':
- The 'Used in Jobs' icon next to a candidate in the list indicates that he/she is being used for 1 or more jobs.
- Click on the icon to view the details.

11. Quickly view all candidates used in jobs

In the WorkBench Navigator:
- Expand the 'Candidates' node and under 'Public' expand 'Data views'.

skillpoint-candidate-management-used-in-jobs.PNG

- Click on the 'Used in Jobs' data view.

12. View hidden candidates

In the WorkBench Navigator:
- Expand the 'Candidates' node and under 'Public' expand 'Data views'.
- Click on the 'Hidden' data view.

13. Move/Copy Candidates to Folders

You can organize candidates in the 'Adv. Candidate Manager (Public)' module by moving/copying them across folders. Follow these steps for doing this:

In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager (Public)'.
- In Adv. Candidate Mgr. page select the desired folder from which to copy/move candidates.
- In the list pane, tick next to the candidates to move/copy, point to 'Candidate' menu and select 'Move to Folder' or 'Copy to Folder'. To move/copy all candidates in the folder select the 'Move All' or 'Copy All' option.
- In the dialog that comes up select the desired folder and click 'Move' / 'Copy'.


14. Move/Copy Candidates to Users

In the Main Menu bar point to Modules menu and select 'Adv. Candidate Manager (Public)'.
- In Adv. Candidate Mgr. page select the desired folder from which to copy/move candidates.
- In the list pane, tick next to the candidates to move/copy, point to 'Candidate' menu and select 'Move to User' or 'Copy to User'.
- In the dialog that comes up select the desired user and click 'Move' / 'Copy'.

Note that when you move candidates to a user then those candidates will become a part of the Private Candidate Pool of that user and will no longer be visible to other team members.

15. View Recruitment History of Candidates
You can view the complete recruitment history of a candidate in all Jobs from the detail screen of a candidate via the new Recruitment History tab.
- Click on candidate name link from any screen in Talenture RS.
- In the detail screen, click on the 'Rec. History' tab.
- This will show details of each Job for which the candidate has been shortlisted either currently or in the past, alongwith actions performed, date/time of action, stage/status etc.
- Click on the 'Full Data' link in the top-right corner of the 'Recruitment history' section to view more details of each action.

skillpoint-candidate-recruitment-history-tab.PNG

 

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