What
New functionality allows the ability to progress candidates within an Info shortlist record from the Info Record, in a very similar way to the progression of a candidate within a shortlist record. Candidates will only be able to progress to the following stages: Submit, Client Shortlist & Reject. This can be actioned by ticking the desired Info Shortlist and clicking a button to select a new Info Shortlist status.
Where
Skills
Home > Info > select your View > select Info record > Skills & Tags tab > click the ellipsis symbol next to Mandatory Skills or Desired Skills > select Add Existing Skill > type the desired skill or click the magnifying glass for the full Skills list.
Tags
Home > Info > select your View > select Info record > Skills & Tags tab > click the ellipsis symbol icon next to Mandatory Tags or Desired Tags > select Add Existing Tag > type the desired Tag or click the magnifying glass for the full Tags list.
How
Skills
To add a Mandatory Skill or Desired Skill, ensure you are in the correct Info record and on the Skills & Tags tab. Click the ellipsis symbol next to the Mandatory Skills or Desired Skills area :
Select the Add Existing Skills option. The below Lookup Records will then appear with nothing appearing in the Look for records field. To find a list of all of your available Skills, hit the Enter key on your keyboard or click the magnifying glass icon within the end of the field. Simply select the Skill you wish to add.
Alternatively, to find a specific Skill start typing the Skill name, as seen on the example below:
At the bottom of the above window, click the Add button to finalise the action.
Note, it is possible to select multiple skills before clicking Add:
The Cancel option will close the lookup record and no further action will be taken.
Tags
To add a Mandatory Tag or Desired Tag, ensure you are in the correct Info record and on the Skills & Tags tab. Click the ellipsis symbol next to the Mandatory Tags or Desired Tags area :
Select the Add Existing tags option. The below Lookup Records will then appear with nothing appearing in the Look for records field. To find a list of all of your available Tags, hit the Enter key on your keyboard or click the magnifying glass icon within the end of the field. Simply select the Tag you wish to add :
Alternatively, to find a specific Skill start typing the Tag name, as seen on the example below:
At the bottom of the above window, click the Add button to finalise the action.
Note, it is possible to select multiple Tags before clicking Add. The Cancel option will close the lookup record and no further action will be taken.
Note, both options allow super users to +New Skill or +New Tag, but this will only appear for super users.
