05_19_16_Add Notes and Attachments to Applicant Record


Concept

In this topic, we will see how to navigate to add a note and attach a document to a candidate record.


Steps:

  1. Click the Main Menu button.

    Step 1

  2. Click the HCM Systems menu.

    Step 2

  3. Click the Self Service menu.

    Step 3

  4. Click the Recruiting menu.

    Step 4

  5. Click the Interview Calendar menu.

    Step 5

  6. Use the arrows to navigate through the weeks or enter the date of the interview.

    Step 6

  7. The interview scheduled will display with Time, Applicant name, Job Positing Title, Comments, Status (of interview schedule), and the Interview Location.

    Text in blue is hyperlinked to respective page (e.g. time will be linked to the interview schedule page).

    Step 7

  8. For this example we will need to access the applicant's page to add the note and attachment.

     

    Click the Donna Addison link.

    Step 8

  9. Once in the Manage Applicant page you can access the Notes tab.

     

    Click the Notes tab.

    Step 9

  10. For this example, we had already added a note and an attachment.

    Step 10

  11. The Notes Summary displays our Notes and Attachments. Each include subject and details, attachment icon, note date, and author. You also have the ability to edit (pencil icon) and delete (trash can icon) your notes/attachments.

    Step 11

  12. Click the Add Applicant Note button.

    Step 12

  13. The Applicant Notes and Attachments require you to include a Contact Method, Subject and Details.

    Step 13

  14. The Audience will default to Public, which means others involved in the recruitment process for this individual job will be able to view your notes/attachments.

    The Private option will keep the notes/attachments private to the creator and recruiter.

    Step 14

  15. To add an attachment click the Add Attachment button, browse for your file, and click upload.

    Step 15

  16. Once you complete your note or attachment, click the Add Note button.

     

    For this example, the note and attachment were added for you.

     

    Click the Cancel button.

    Step 16

  17. Click the Home link.

    Step 17

  18. Click the Sign out link.

    Step 18

Table of Contents  Start Topic