Applicants

The Applicants section shows a list of every applicant in the system. From this list users may import, export, add, filter, or search applicants. The search bar can be used to find an applicant by:

• Name
• Email
• Phone number
• Onboarding Talent ID
• BH ID

Filtering by Last Activity on the Applicants List

Users can filter the Applicants List based on an applicant's Last Activity Date, which reflects the most recent interaction or update related to the applicant. This feature helps recruiters focus on active and engaged candidates.

The default for Last Activity is the last 60 days but the other options include:

• 24 Hours
• 7 Days
• 30 Days
• 60 Days
• 120 Days
• Custom

  • When Custom is selected it gives the option to enter a start date and end date.

Applicant Record & Available Actions

Clicking on an applicant opens their record which will allow for the editing of information or sending of a new onboarding request.

When the applicant record is open new options are available in the left menu under Applicants:

• New Request - Used to send a new Onboarding Request.
• Profile The Applicant’s self-service ability to add or update information about themselves (e.g., job preferences, references, education, work history) - Shows the main details about the applicant.
• Recruiting - Allows interviews to be added or started from the applicant record.
• Onboarding- Shows any open signature requests, and any documents that an applicant has already signed. It will also show if anything has expired that might need to be addressed.
• Skills- Ties into the Skills Checklists that the client has set up for applicants.
• Assessments - Show any quizzes the applicant has taken.
• Background Screening - Gives details about background checks per the screening partner the client has enabled.
• E-Verify An online system that confirms the eligibility of an Employee to work in the United States. The process compares information entered by an employer from an employee’s Form I-9, Employment Eligibility Verification, to records available to the U.S. Department of Homeland Security and the Social Security Administration to confirm employment eligibility. - Shows I-9 Form I-9 to verify the identity and employment authorization of individuals hired for employment in the United States. information for the applicant
• Placements - Pulls data over from the ATS to display the details of the Placement The relationship between a hiring organization, Job opportunity, and a Candidate; describes an employee’s potential or current job within an organization.
• File Uploads - Shows files that the applicant has uploaded to Onboarding.
• Pay/Tax Settings - Shows details about the applicants I-9, SSN, filing status, payroll details, and State Tax info.
• Pay History - Legacy Feature
• Audit Trail - Shows a log of updates made to the applicant as Onboarding Activity, and Profile Changes.
  • Under the Profile Changes, it will show Updated By in the far right column. Sometimes it will be the applicant making changes, or sometimes it will be “User XXXXXXX”.
• Notes - Notes can be added to applicants in Onboarding. Notes do not sync between the ATS and Onboarding.