Difference between revisions of "First Time (No Jobs)"

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{{RightTOC}}
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When you access the job menu for the first time or soon after you configure your system, you see a screen like this:
 
When you access the job menu for the first time or soon after you configure your system, you see a screen like this:
  
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=== General Requirements ===
 
=== General Requirements ===
[[File:Add-new-job.png|780px|center|General Requirements]]
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[[File:Add-new-job.png|480px|center|General Requirements]]
  
 
==== Copy from existing job ====
 
==== Copy from existing job ====
Line 117: Line 119:
  
 
===== Server =====
 
===== Server =====
The server address of your email account, for example, [[gmail.com gmail.com]].
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The server address of your email account, for example, [http://www.gmail.com gmail.com].
 +
 
 +
===== Port =====
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Port address of your email account, this usually depends on type of email account (POP or IMAP) you have.
 +
 
 +
===== Type =====
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The type of email account you have: POP or IMAPM.
 +
 
 +
===== SSL =====
 +
If your server requires SSL login.
 +
 
 +
===== Username =====
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Username (usually email address) required to login to email account.
 +
 
 +
=== Other Information ===
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If there is any additional requirement created by a manager or an administrator, you see a third tab, “Other Information” to provide additional (specific to your business) information about the job.
 +
 
 +
===  Previous ===
 +
This will take you to the previous screen (general or additional requirements). 
 +
 
 +
=== Save and Add New ===
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This allows you to save or create a job.
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=== Add and Back ===
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With this option, your new job is created and you are sent back to the list.
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=== Cancel ===
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Cancels entire operation and sends you back to the previous list.
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== Import Job ==
 +
This feature allows importing jobs from CSV (Microsoft Excel CSV File). You can import several jobs at a time.  Please note that this feature does not work with Excel directly, you need to save an Excel file as a CSV (comma separated values).
 +
 
 +
=== How to save an Excel file as a CSV  ===
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<ol>
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<li>Open your Excel file.</li>
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<li>Go to Home and select “Save as.”<br>
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[[Image:Save-as.png|left|Save as]]<br></li>
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<li style="clear:left;">From “Save as type” select  CSV (Comma delimited).<br></li>
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<li>[[Image:Cvs.png|left|cvs]]<br></li>
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</ol>
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<p style="clear:left;">Once you have your CSV file ready you can select “Import Jobs.”</p>
 +
 
 +
=== Import Job Step 1 ===
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[[Image:Import-job-step-1.png|center|Import Job Step 1]]
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Select the status of the job being imported.
 +
 
 +
==== Industry ====
 +
The industry for the job.
 +
 
 +
==== Import file ====
 +
Please select a CSV file from your computer to upload and import.
 +
 
 +
==== Encoding ====
 +
The encoding of your CSV file. You may not need to change this, if you are not sure. 
 +
 
 +
==== Date Format ====
 +
The date format of all the dates in your CSV file, <i style="color:#3366BB">please note that all dates in CSV file e.g. start date and end date, should be of the same format.</i>
 +
 
 +
==== Recruiters ====
 +
Select recruiter(s) for the jobs.
 +
 
 +
==== Pre-saved format ====
 +
If you have imported jobs before using this interface and if you have saved the last import, you can directly select the last import from the list and quickly import the same format.
 +
 
 +
=== Import Jobs (Step 2) ===
 +
[[Image:Import-jobs-step-2.jpg|780px|Import Jobs (Step 2)]]
 +
 
 +
On this screen, you can “map” the data in your CSV with the database of the system. For example, in your CSV file you may have a Job Heading and in this system we call it “Job Title”; so you can tell the system that in my file Job title is “Job heading”.  You can do this by dragging a field from column A (fields in your CSV) file and dropping it over the corresponding field in column B (Database fields). You must map all the fields marked as <span style="color:red">*</span> in column B to import data.
 +
 
 +
==== Import Data ====
 +
<i style="color:#3366BB;">Please make sure that you review everything before you click on “Import Data” button, as it is irreversible.</i>
 +
 
 +
[[Image:Import-data.png|center|Import Data]]
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 +
After you click on “Import”, it will import the jobs data from your CSV file and prompt you to save the current import. If you are planning to use the same, format CSV/Excel file again to import job data again, then save this import by providing title and description. For your next import, you can directly import job data without having to map it again.
 +
 
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<div class="footer_nav">
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[[Image:HierarchyPrevious.gif|link=Jobs (All users but restricted to recruiters and interviewers)|x]] [[Jobs (All users but restricted to recruiters and interviewers) | Jobs (All users but restricted to recruiters and interviewers)]] || [[First Time (No Jobs) | First Time (No Jobs)]] || [[Job list | Job list]] [[Image:HierarchyNext.gif|link=Job list|x]]<br>
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[[Image:Icon-home.png|link=Main Page|x]]
 +
</div>

Latest revision as of 09:20, 6 March 2013

Contents

When you access the job menu for the first time or soon after you configure your system, you see a screen like this:

First Time (No Jobs)

It provides two options:

[edit] Add New Job

With this option, you can add jobs one by one; this is the best option if you have ONLY a couple of jobs to add.

[edit] General Requirements

General Requirements

[edit] Copy from existing job

This will show you a blank dropdown if you are creating your first job. If you have created job(s) before, just copy a previous job to create the new one. This is very useful if you are creating a job for the same profile again.

Job Title

The title of the job is limited to 200 characters

[edit] Designation

This is a designation for the job requirement. If you do not have any designation in the dropdown list or you’d like to create a job with a designation not available in the dropdown, just select ‘New Designation’ from the dropdown to create one. You can also create,edit and delete designations from Manager-> Master Data -> Designation.

[edit] Brief Description

Candidates while applying will review this brief description of the job. A clear and concise description is suggested, and it must be under 500 characters

[edit] Industry

This is industry for which you are creating a job. This is important only for the recruitment agency version. For business, you may select your default industry. If you don’t see it in the list, you can create a new one by selecting ‘New Industry’ (First option) from the dropdown.

[edit] Functional Area

This is a business area or functional area, used to match candidates for this job. You can create a new record by selecting ‘New Functional Area’ from the list.

[edit] Detail Description

A detailed description for candidates to review details about any Job. This may include a job profile, incentives, business, etc.

[edit] City

The city for the job location

[edit] State

The state for the job location

[edit] Country

The country for the job location

[edit] Contact Name

If you like to provide a contact name with job details.

[edit] Contact Email

A contact email address to go along with the job details.

[edit] Phone No.

The phone number for candidates to call about a job (Or do you mean for recruiters to call candidates?

[edit] Next

Click on the “Next” button if you have added all required data marked with *. If you miss any data you get an alert message.

[edit] Cancel

The cancel button will cancel all data entered and will redirect you to the previous screen

[edit] Additional Requirements

Additional Requirements

[edit] Recruiter(s)

If you like to assign any recruiter(s) for this job, if you are logged in the system as a recruiter, this will automatically designate you as a recruiter. It also sends a notification email to all recruiters assigned here after a job is created.

[edit] Qualification

States qualifications required for the Job, this is also used to match candidates database intelligently. You can select multiple qualifications and a create new one by selecting “New Qualification.“

[edit] Recruitment Type

Hire or contract type, this is for internal information proposes only.

[edit] Main Skill

The main skill requirements for the job — used to match to suitable candidates?

[edit] Min. Exp.

Minimum experience required for the job. This is also used to match with suitable candidates. In the database.

[edit] Max. Exp.

Maximum experience required for the job. This is also used to match the candidates to a given experience requirement.

[edit] Other Skill

Other skills required for the job; internal information not available to candidates.

[edit] Start Date

The start date for the job; you may also select a later date.

[edit] Last Date

The last date for the job posting. This should be later than the job start date.

[edit] No. of openings

Total number of openings per job.

[edit] Urgent

If a job requirement is urgent — for internal information only.

[edit] Employee Referral?

If you have an employee referral system for this job — for internal information only.

[edit] Only Internal

Notes if the current job opening is for internal purposes only.

[edit] Requires Visa?

If there is any Visa requirement for the job, for example, overseas jobs.

[edit] Public posting

For internal use only

[edit] Media Posting

For internal information only

[edit] Job status

The default status of the job; you cannot change this here. However, managers and administrators can change this from Manager->Master Data->Job Status by selecting any job status as a “default.”

[edit] Receive resume via email?

This feature allows you to receive emailed resumes to the address provided. The system automatically reads the email account, parses the resume from an attachment and creates a database for the candidate.

This option is available only if you have the resume parsing feature activated. You may also need to contact your server administrator or IT department to set up an email account to which you like to receive resumes. We advise you to create a new email address for each job requirement to avoid any mixups and for security reasons.

[edit] Server

The server address of your email account, for example, gmail.com.

[edit] Port

Port address of your email account, this usually depends on type of email account (POP or IMAP) you have.

[edit] Type

The type of email account you have: POP or IMAPM.

[edit] SSL

If your server requires SSL login.

[edit] Username

Username (usually email address) required to login to email account.

[edit] Other Information

If there is any additional requirement created by a manager or an administrator, you see a third tab, “Other Information” to provide additional (specific to your business) information about the job.

[edit] Previous

This will take you to the previous screen (general or additional requirements).

[edit] Save and Add New

This allows you to save or create a job.

[edit] Add and Back

With this option, your new job is created and you are sent back to the list.

[edit] Cancel

Cancels entire operation and sends you back to the previous list.

[edit] Import Job

This feature allows importing jobs from CSV (Microsoft Excel CSV File). You can import several jobs at a time. Please note that this feature does not work with Excel directly, you need to save an Excel file as a CSV (comma separated values).

[edit] How to save an Excel file as a CSV

  1. Open your Excel file.
  2. Go to Home and select “Save as.”
    Save as

  3. From “Save as type” select CSV (Comma delimited).
  4. cvs

Once you have your CSV file ready you can select “Import Jobs.”

[edit] Import Job Step 1

Import Job Step 1

Select the status of the job being imported.

[edit] Industry

The industry for the job.

[edit] Import file

Please select a CSV file from your computer to upload and import.

[edit] Encoding

The encoding of your CSV file. You may not need to change this, if you are not sure.

[edit] Date Format

The date format of all the dates in your CSV file, please note that all dates in CSV file e.g. start date and end date, should be of the same format.

[edit] Recruiters

Select recruiter(s) for the jobs.

[edit] Pre-saved format

If you have imported jobs before using this interface and if you have saved the last import, you can directly select the last import from the list and quickly import the same format.

[edit] Import Jobs (Step 2)

Import Jobs (Step 2)

On this screen, you can “map” the data in your CSV with the database of the system. For example, in your CSV file you may have a Job Heading and in this system we call it “Job Title”; so you can tell the system that in my file Job title is “Job heading”. You can do this by dragging a field from column A (fields in your CSV) file and dropping it over the corresponding field in column B (Database fields). You must map all the fields marked as * in column B to import data.

[edit] Import Data

Please make sure that you review everything before you click on “Import Data” button, as it is irreversible.

Import Data

After you click on “Import”, it will import the jobs data from your CSV file and prompt you to save the current import. If you are planning to use the same, format CSV/Excel file again to import job data again, then save this import by providing title and description. For your next import, you can directly import job data without having to map it again.

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