4.2 People Records

4.2.1 Create a person
To add a person, select ‘Create a Person’ from the side menu on the left on the 'People' page.      Personal and employment information is requ...
Mon, 27 Sep, 2021 at 10:50 AM
4.2.2 Personal information
The majority of this section is self-explanatory but a few things to note are: Completed 'Website' and 'LinkedIn' fields are turned into h...
Fri, 12 Apr, 2019 at 6:14 PM
4.2.3 Employment information
The majority of this section is self-explanatory but a few things to note are: Check the ‘Is a Hiring Manager’ if the person has a team or makes hiring de...
Fri, 12 Apr, 2019 at 2:19 PM
4.2.4 Coding
Once you have created a person you are encouraged to code them using the categories and codes that an Admin user has set within Settings > Customisation....
Mon, 27 Sep, 2021 at 10:52 AM
4.2.4.1 Coding: Auto-coding
You are also able to code people automatically when you upload someone’s CV. For more information on this, click here. Check the 'Code on upload usi...
Tue, 16 Apr, 2019 at 10:15 AM
4.2.4.2 Coding: Edit coding
To edit coding once you have already created a person, once on the person’s record, click ‘Coding’ from the side menu on the left and select / deselect code...
Mon, 27 Sep, 2021 at 10:53 AM
4.2.4.3 Coding: View coding
To view the codes that have already been selected for a person, once on the person’s record, click the ‘Coding’ tab from along the horizontal menu. If neces...
Mon, 27 Sep, 2021 at 10:53 AM
4.2.5 Registration details
To access this information, once on a person’s record, click ‘Registration Details’ from the side menu on the left.     This grouping of free-text boxe...
Mon, 27 Sep, 2021 at 10:54 AM
4.2.6 Overview
To access this information, once on a person’s record, click ‘Overview’ from the side menu on the left.     From here you can view a chronological time...
Mon, 27 Sep, 2021 at 10:55 AM
4.2.7 Add to job longlist
Once on a person’s record, click ‘Add to Job Longlist’ from the side menu on the left.       From here you can add a candidate to the longlist of any op...
Mon, 27 Sep, 2021 at 10:56 AM