SB Enterprise Help Center

HR Applicant Tracking Setup

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Summary

The Applicant Tracking Setup window is used to set up the Profile and Career Info pages of the Applicant Tracking online applications. By checking the Enabled and Required toggles associated with each desired field, you can specify what information is collected from the online applicant. This information will then populate the applicant record (HR> Maintenance> Applicant).

Once this information is collected, applicants can apply for open positions online and Springbrook users can utilize the Applicant Screening process to evaluate and hire applicants.

The SS Applicant Tracking Setup window will also need to be completed to set up Applicant Tracking. This window is used to configure the default position descriptions and web explanations used in the online application.

 

Step by Step

  • Open the Applicant Tracking Setup window (HR> Utilities> Applicant Tracking Setup).
  • The Profile tab is used to specify which applicant information will be collected on the Profile page of the Applicant Tracking online application.
    • Check the Required toggle for each profile item that must be completed by the applicant before they can save their profile information.
      • When the required toggle is checked, the Enabled toggle will automatically be checked as well.
    • Check the Enabled toggle for each profile item that should be displayed on the Profile page but is not required.
  • The Career Info tab is used to specify which applicant information will be collected on the Awards and Achievements, Certifications, Education, References, Skills and Work History pages of the Applicant Tracking online application.
    • Check the Required toggle for each career info item that must be completed by the applicant before they can save the career information on that page.
      • When the required toggle is checked, the Enabled toggle will automatically be checked as well.
    • Check the Enabled toggle for each career info item that should be displayed on the specific career info page but is not required.
  • Click the Save icon when complete to save the settings in the Applicant Tracking Setup window.
  • The fields marked as Enabled will now display on the associated Applicant Tracking pages. The fields marked as Required will now display an error if an applicant attempts to save their profile or career information without provided the required information.
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