Differences

This shows you the differences between two versions of the page.

--- ug6-14 [2017/12/01 16:35] – external edit 127.0.0.1
+++ ug6-14 [2022/12/12 12:41] (current) – Shelley Hunter
@@ Line 1: / Line 1: @@
-==== Add candidates directly to a vacancy short list ====
+===== Search for Candidates to Shortlist to a Vacancy =====
-**Refers to:**\\
-vacancies form -> short list\\
+Once the basic vacancy information and requirements have been added you can **Search** for candidates: {{ :vacancy_job:searchvacancy.png?nolink |}}
-person selector form\\
+  * Click on the **Search** button. This opens a search wizard.
-temp desk form -> temps tab\\
-\\
-If you know the names of candidates who are suitable for the vacancy, you can add them directly to the short list:
+  * The department to be searched is the one the vacancy belongs to. Select whether you want to search for **temporary** or **permanent** candidates, what **state** and if you only want to search your **Temp Desk**.
-  * If the vacancy is not already open, expand it from **Vacancies** Tab.
-  * Select the **Short List** tab.
+  * Click on the **Next** button. If there are any **Requirements** set in the vacancy requirements, they are displayed.  You can add more using the **Criteria** button. It only finds candidates with a matching skill set in their questionnaire.
-  * Click on the **Add** button.
-  * Find the candidate that you want to add to the short list.
+{{ :vacancy_job:vaccrit.png?nolink |}}
-  * Click on the candidate, and then click on the **Select** button to add them to the short list.
+  * Click on the **Next** button. A list of matching candidates is displayed.
+  * Tick directly to select any candidates you wish to shortlist without expanding records.
+  * **Expand** to look view the candidate's full record. It will open on the availability tab, click on another tab if you want to view other areas of the candidate's record.
+  * Use the video buttons to scroll through the records, F2 to create a contact event, SELECT button to shortlist them.  Once you have worked through all the records, closing down will take you back to the search results list with any selected ones ticked.
+{{ :vacancy_job:shortlist.png?nolink |}}
+  * **Finish** button will take you back to the vacancy short list for further action.
+  * An instant placement can be made with the **Place** button.
 \\
-**You can also:**
+\\
-  * open the **Person Selector** and create a list,
+.22.9+ As well as being able to manually tick candidates there are now some ways to bulk tick candidates - you can select based on number or on candidate state.
-**or:**
-  * Select the **Temps** Tab of the Temp Desk, highlight a candidate and drag them to the lower part of the **Vacancy short list**
+<ifauth @techinical>You can specify a number in General Setting 3200 Vacancy Search tick top X' records. If instead you would rather tick records based on the candidate state you can activate General Setting 3360 'Vacancy Search on Applicant Statusb  (wording may differ depending on the terminology used for Vacancies). By setting this to Y when searching you get the option to select the state, and then whether you want to select all, top x or all down to and including selected record. </ifauth>
-\\ see also
+\\ See also
-\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-08|3.8 short list]]
+\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=faq8-01|When building a search, you can put the criteria on the left or right hand of the screen]].
-\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:ug3-09|3.9 adding a specific person to the short list]]
+\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:faq8-02|How do I build a search in IQX that has TWO (or more) variables? ]].
+\\ [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=vacancy_job:faq8-02|There is the blank grey square button immediately to the left of every criteria]].
 \\
 \\ Back to [[http://www.iqxusers.co.uk/iqxhelp/doku.php?id=1_online_user_guide|Online Users Guide]]
 \\ Back to [[UG6-00]]