Managing Applications

Once an applicant completes the web application and it appears as an Application Tracking System in Employee Care you ca

To manage applications:

1. Select Employee Care from the menu and then select Application Tracking from theApplicant Management card.
   

   The applications grid appears.

   

   From here you can do multiple functions:
   

   1	Return to the Employee Care navigation screen.
   2	Add a new application manually.
   3	Select a status button to view only the applications set to that status. The colored badge indicates the number of application currently in that status. The My Open Items (Global) button will show the applications that have a task tied to the current user.
   4	Open an application.
   5	Use the outer arrow to go to the first application or the last one in the grid. Use the inner arrows to go to the next or previous set of applications in .
   6	Open the Filters to adjust your filter settings.
   7	Search for an application.
   8	Add, remove and reorder columns in the grid.
   9	Print the current information and columns in the grid.
   10	Open the Options tray to view additional functions.
   11	Close the Options tray.
   12	Add or remove the Applications grid from your Favorites menu.
   13	Run a report.
   14	Import applications from MS Excel.
   15	Export applications to MS Excel.
   16	View the audit history.

   Note: You may see a message similar to the one below. This message means additional applications match your filter settings, but there are too many to show. If this happens you either need to adjust your filters or use the search to find the one you are looking for.

   

2. Select an application to open it or select the + icon to add a new one.

   You will see information about the application that you can complete or that was automatically prefilled from the web application the applicant completed.

   On this Card:	You will find these Fields:
   Basic Information	Status First, Middle, Last Name and Suffix Address, City, State, Zip Phone Number Email Address Best Time to Call Social Security Number
   Application Information	Application Date Position Applied for Previous Employee Withdraw Reason Reject Reason Previous State Recruitment Source Referred By Referring Employee
   Demographics	Sex Gender Preferred Pronouns Race Ethnicity Disabled Veteran Status
   Education	One or more education records: School Attended Education Level Course of Study Degree Begin Date End Date Expected Graduation Date GPA Graduated Graduation Date Verification Check
   Interviews	One or more interviews: Date Time Primary Interviewer Did Not Attend No Attendance Reason
   Hired Information	Hire Date Existing Employee Position Hired For

   From here you can do these additional functions:

   
   

   1	Return to the Employee Care navigation screen.
   2	Return to the Applications grid.
   3	Switch to the Original Application task to view the information the applicant entered from the web Form.io application.
   4	Change the status of the application (if you have security permissions to do so). When you change the status you may also be prompted to enter notes, pick an assignee or select a withdraw or reject reason depending on which status you are moving it too,
   5	Create an employee record from the application when the status is set to Accepted Offer if you have the security permissions to do so.
   6	Add or view any related tasks. A black number badge indicates the number of tasks (both open and completed) associated with it.
   7	Add, view or remove watchers. A black number badge indicates the number of watchers already associated with it.
   8	View any notes related to the application.,
   9	Run a report.
   10	Create a copy of the application.
   11	Open the Options tray.
   12	Close the Options tray.
   13	View the status history of the application.
   14	View the audit log for the application
   15	Review or cancel any scheduled changes for the application.
   16	Review the status of any requirements associated with the application.
   17	Manage any eduction records, including adding a new one, search for one, configuring grid settings, etc.
   18	Manage any interview records, including adding a new one, search for one, configuring grid settings, etc.
   19	Edit the application. When finished editing, select Save (or Cancel to discard changes).

• ZendeskEmployeeCare.5.log-1181344801.zip3 KB