Applications

Welcome to the Applications management module in RecruitAssist by CleanDesk AI! This guide will help you navigate the platform to create and manage job applications efficiently.

Table of Contents

1. Accessing the Applications module

2. Switching Views & Filters

3. Creating New Applications

   1. Filling Out the Add Application Form

   2. Submitting the Application

   3. Tips

4. Exporting Applications

5. Managing Applications

Accessing the Applications Module

• On the left-hand menu, hover over and click 'Jobs'.

• From the submenu, select 'Applications'.

• The Applications view will open, displaying all available applications.

Switching Views & Filters

1. At the top of the Applications view, locate the Toggle Button.

2. Use the toggle to switch between:

   • Table View: Displays applications in a tabular format.

   • List View: Displays applications in a more detailed list format.

3. You will find the first dropdown menu that lets you switch between:

   • Applications that are for For My Office.

   • Applications that are for For My Client.

4. Use the second (from the left) dropdown menu to filter applications by status such as Applied, Screening, Interview, Assessment, Shortlisting, Offer, Hiring.

5. Based on the option chosen in the second dropdown menu, a third dropdown menu will appear with corresponding sub-options. Select an appropriate sub-option in order to display the desired applications on the screen.

6. Use the Search option on the top right to search for specific applications.

Creating new Applications

Follow these simple steps in order to creating an Application for a Candidate:

1. On the left side menu, under Jobs, click on Applications. To add an application click on the Create button on top. Change the tab to "My Client" if the interview is for your customer and in the next drop down field, choose the customer name (for whom this application is being created).

2. In the next field select the Job name from the drop down list. In case the desired job is not in the list and needs to be created, simply click on the blue plus button on the right side of the Select Jobs box. A new Add Job form will open. Fill in the fields and click on the Submit button to add the new job (for assistance with adding a Job, click here). Once done, continue creating the new application by selecting the job in the Select Jobs field.

3. In the next field, select the Candidate name, for this job application. In case you wish to mention the source of the application and any relevant notes, enter those in the remaining fields. You may notice that these fields are optional, however it is always helpful to provide as much information as possible. This gives the candidate a professional and detailed view, as well as to the client (if the interview is for your client).

4. Once you have filled in all the relevant information, click the Submit button. Ensure that you complete all the mandatory fields marked by an asterisk (*) before proceeding.

To view the new job application, for this example ensure the filter on top is set to Interviews "For My Client". The interview you just created would appear here.

Following is a video showing creation of an application:

How to create an application for your client with RecruitAssist

Exporting Applications

On the top right side of the page, there is an Export button. Click on this button if you wish to export all the applications on to your laptop or device in a spreadsheet format.

Use the filter on top to choose which applications you wish to export: "Applications For Your Client" or "Applications For My Office".

Managing Applications

Perform various actions on interviews using the following features. First, click on an application in the list.

Interview Actions (accessed by clicking the More button on a particular Application):

• View Details: See interview information.

• Edit: Modify interview details.

• Interview: Use this option to schedule an interview for the applicant. However, keep in mind that an interview can only be scheduled for a "Qualified" candidate. To change the status, in the More menu, click on Manage Status and select "Qualified". This may also be changed by clicking the Edit button under "Status", located just under the Application.

• Manage Stage: This option may be used to change the stage of the application, such as Applied, Screening, Interview, Assessment, Shortlisting, Offer, Hiring, Rejected/Closed, On-Hold. To change the stage, in the More menu, click on Manage Stage and select the desired option. This may also be changed by clicking the Edit button under "Stage", located just under the Application.

• Manage Status: Change the interview status in the hiring process, such as Interview Scheduled, Interview In-Progress, Interview Completed, Interview Cancelled. To change the status, in the More menu, click on Manage Status and select the desired option. This may also be changed by clicking the Edit button under "Status", located just under the Application.

• Resume Assessment:

• De-activate: