Candidates in an Assignment - Essentials Web App

Overview

Invenias makes it easy to manage and work with your list of Candidates within an Assignment Record. The Candidates tab lists all those which have been added and allows you to manage their status/progress within the Assignment, along with any supporting notes you wish to make.

This article covers:

Adding a Candidate to an Assignment

Candidates can be added to Assignments in several different places throughout Invenias, to make it easy to add them, whatever you're doing.

  • Within an Assignment
  • Candidate's Person Record
  • Person List View / Search Results
  • Bulk Import
  • Parsing

Within an Assignment

From within an Assignment Record, navigate to the Candidates tab and click the Add button.

Or use the Add button on the Ribbon Toolbar for the Assignment and select the Add Candidate to Assignment option:

Both options will launch the Select Candidate(s):

After selecting Candidate(s), you can optionally select the candidate's Progress Status. With your Person selected, click Ok to add the Person as a candidate to this assignment.

Candidate's Person Record

From within a Person Record, click on the Add button from the Ribbon Toolbar to reveal several options and then select the Add To Assignment as Candidate option.

This will launch the Select Assignment window, where an Assignment can be selected and you can optionally select the candidate's Progress Status too, before clicking the Ok button:

Person List View / Search Results

From a Person List View, for example the main Person List of a Person search result, right click on a Person to open the Context Menu and select the Add to Assignment as Candidate option:

This will launch the Select Assignment window, where an Assignment can be selected and you can optionally select the candidate's Progress Status too, before clicking the OK button.

Parsing

When using Quick Parse in the Invenias chrome extension, you can select to add the Person as a Candidate to an Assignment whilst parsing to create the record:

When full parsing to create or update an existing record, you can select to add them as a Candidate to an Assignment on the Smart actions page:

Working with Candidates

Several columns are available within the Candidate grid, allowing you to record each candidates progress along with any supporting text as required. The following columns can be used to manage your candidates:

  • Progress Status
  • Progress Notes
  • Fit to Profile
  • Internal Comments
  • Group
  • Last Action
  • Added to Assignment by
  • Owner
  • Date Last Modified in Assignment
  • Last Modified in Assignment

Tip: As with all List Views, Candidates can be highlighted and pinned, to make it easier when working with a large list of people.

Progress Status

As each Candidate progresses through the Assignment process, typically between stages such as identified, early discussion, shortlisted, interview, offered and placed, their current stage can be set using the Progress Status column. The list of progress statuses can be customised and configured to meet your business process within System Preferences. For more information, refer to the Configuring Statuses article.

Progress Notes

The Progress Notes column is a free text field and should be used along with the Progress Status column to specify additional notes to supplement the change in status, to ensure your colleagues can see more information than just the candidate's current status.

Fit to Profile

The Fit to Profile column is also a free text field and should be used to detail why the candidate would be suitable for this role.

Internal Comments

The Internal Comments column is another free text field and can be used if you'd like to record any other information about the candidate that doesn't fit into your use of the Progress Notes and Fit to Profile fields.

Group

The Group column is a configurable drop down field, similar to the Progress Status column. This field is simply used to group your candidates into similar pools, for example "A, B, C and D" or "Gold, Silver and Bronze". This field is completely customizable and can therefore be configured your business process if you like to group your candidates. For more information on configuring the list of Groups, refer to the Configuring Statuses article.

Added to Assignment by

The Added to Assignment By field is a read-only column and shows the User who added the Candidate to the Assignment.

Owner

The Owner column also shows the User who added the Candidate to the Assignment, however, this value can be modified. When multiple Consultants are working on the same Assignment, this field can be used to identify who is responsible for which Candidates.

Date Last Modified in Assignment

The Date Last Modified in Assignment column shows the date a change was made to any of the Candidate fields within the Assignment and is used to indicate which candidates haven’t moved/had status changes.

Last Modified by in Assignment

The Last Modified by in Assignment field is a read-only column and shows the User who last modified any of the Candidate fields within the Assignment for audit purposes.

Feedback & Scoring

Feedback & Scoring can be enabled, allowing you to capture information about individuals unique to your business, from which, better decisions can be made.

Feedback allows a user to document their opinion on a person and can be used to either write an opinion on a Candidate following an Interview specific to an Assignment, or a general piece of Feedback following meeting a Candidate for the first time or even from viewing their online profile/CV.

Scoring allows an Invenias User to score a Person using unique, fully customizable assessment criteria and can be left as a general assessment about a person on a non-role specific basis (Person Scoring), or on an Assignment specific basis (Candidate Scoring).