How to Add Candidates to a Job Vacancy

Users within a specific role have the ability to add candidates to a job vacancy within the database.

Locate the Job Vacancy

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1. From the main menu, select the HR category, then Job Vacancies:

2. Enter the Vacancy Ref No into the search field if know, otherwise enter as much search criteria as possible to locate the vacancy record:

3. Open the Vacancy record by double clicking on the grey area to the left of the Vacancy Ref No field as shown:

4. Select New Record>Applicants or select the Applicants tab and hit Insert on your keyboard.
5. Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Job Vacancy	This will default to the record you are in
Date Received	Select the date from the calendar
Applicant Source	Select the source from the drop down
Title	Select the candidate’s title
First Name	Enter the first name of the candidate
Surname	Enter the surname of the candidate
Mobile	Enter the mobile number for the candidate (if applicable)
Applicant Status	Select the relevant applicant status
Applicants (Hdr)
Main Email	Enter the candidates main email address
Address 1	Enter the first line of the candidate’s home address
Address 2	Enter the second line of the candidate’s home address
Address 3	Enter the third line of the candidate’s home address
City	Enter the city
Country	Select the candidate’s country
Postcode	Enter the postcode of the candidate’s address
Notes	Text field for additional notes
CV	CV’s can be linked via a file/folder/webpage
Covering Note	Covering notes can be linked via a file/folder/webpage

Note: To add multiple candidates, select Next, repeat step 5 and then and follow step 6.

6. Select Close, then Refresh to view the applicants in grid view:

The applicants have now been added to the Job Vacancy.