HRM - Overseas Recruiting

NOTE: YOU CAN VIEW THE DETAILS OF FORWARDED OVERSEAS RECRUITMENT LEADS IN THE APPLICANT TRACKING HOME PAGE.

1. Use the mouse to click on the ‘Archive’ down arrow icon on the screen. You will see the menu listing.
2. Click on the “View Archive” link to delete the records permanently from the application. Result: The screen refreshes by displaying View Archive list. You can permanently delete a record from the application.

1. Select the records, you want to delete and click on “Delete” link on View archive list screen. Result: The screen refreshes by deleting the records permanently from the application
2. Click on the “Cancel” link to cancel and return to previous page.

1. Click on the “View Archive” link on the screen. Result: The screen refreshes by displaying the deleted records list.
2. Select the records, you wish to make available and click on the “Make Available” link on View archive list screen. Result: The screen refreshes by making the selected records available.

ARCHIVE

1. Select the recruiting lead record for whom you want to create an account and click on the Create User link. The system refreshes and displays the recruiting lead record in the Admin – User Management – Consultants – New Consultants section for the creation of account.
2. Here, click on the Create Account link available corresponding to the recruiting lead record. The system refreshes and displays the screen to specify the Username, Password and Confirm Password. Enter the required information in the fields provided and click on the Create Account link. The system refreshes by creating a user account for the recruiting lead and an email is sent to the recruiting lead with the user credentials.
3. You can view the created user details in the Admin – User Management – Consultants home page.

IMPORT RECRUITMENT LEAD DETAILS

START THE WIZARD:

SELECT THE SOURCE:

MAP THE FIELDS

DEFINE MATCHING CRITERIA TO IMPORT:

UPLOAD RESUMES:

EXPORT OVERSEAS RECRUITMENT DETAILS

1. Select the required Overseas Recruitment Lead you want to export and click on the ‘Export’ link. Result: The File Download window is displayed.
2. Click on the “Save” button to save the file in the required path.
3. Click on the “Open” button to open the file.
4. Click on the “Cancel” button to close the file download dialogue box.

TO ADD AN APPOINTMENT

1. Specify the subject for the calendar item in the Subject text box. Select the calendar type from the Categories drop down list. To mention a new category type, click the Manage Categories link. By default, the calendar type will be Meeting.
2. You can select multiple categories for the calendar appointments. You will find the All-day event checkbox below the Subject text box.
3. An “All day event” is an event that lasts for an entire day. All Day events are often birthdays, anniversaries, vacations, and any other event that does not require a specific time scheduled on a given day. You can create an All-day event by clicking on the “All day event” link available in the calendar home page. When you are viewing your calendar, all the All-day events are listed at the top of each day.
4. The Start Date and End Date fields display the current start and end date of the calendar in the respective fields.
5. You can edit/modify the start date and end date if required. Alternatively, you can click on the calendar icon to specify the scheduled start date and end date. The Invite box displays the members who are selected for invitation for the appointment.
6. You can also specify the start and end time of the calendar appointment from the Start Time and End Time drop-down lists. When the user creates a new calendar item, by default, the duration between Start Time and End Time will be 1 hour. If the user changes the start time of the appointment, then automatically the end time of the appointment will be changed.
7. Clicking on the “Select from list” link displays the pop-up window to add the members for this appointment. See the Select from List topic explained at the bottom of this page, to know how to select the members.
8. To remove employees from Invite box, press Shift or CTRL keys on keyboard, and with mouse click select the desired employees. Click on the ‘Remove from List’ link. Result: The selected employees are removed from Invite box.
9. Enter the calendar item description in the Description text area.
10. The Location field specifies the location of the calendar item. You will find the edit list link beside the Location drop-down list. Using the edit list link, you can edit and delete the location of the calendar item.
11. You can also have an option to select the label for the calendar item using the Label drop down list. The calendar labels will be displayed in different colors. Each label will be assigned a color to choose.
12. Select the ‘Remind me on eDesk’ checkbox and select from the drop-down list, the amount of time before which you want the reminder to display on the home page. You can select the minimum time of 5 minutes to a maximum of 14 days from the drop-down list.
13. If you want to maintain your details as confidential, you can select the Private checkbox.
14. You can set the level of importance for calendar items using the Priority drop down list. Calendar items that are set as priority will be shown in bold on Calendar and eDesk screens.
15. The Show time as drop list allows the user to specify the status of the calendar item. It contains the following options: Free, Tentative, Busy and Out of Office. By default, the “Busy” option will be selected.
16. User can upload the required files to the calendar item using the Upload File field. Multiple files can be uploaded.
17. You will also find the Recurrence link in the Repetitive Event section of the Calendar screen.
18. You can click on the Recurrence link to set the calendar recurrence in the Calendar screen. The selected calendar recurrence settings will be displayed in the calendar screen.
19. Click on the “Save” link to save appointment. The system displays the calendar appointment in the calendar section based on the recurrence settings set by the user. At the same time, the newly created calendar appointment will be displayed in the activities section of overseas recruiting lead, eDesk->Calendar section and Collaboration->Calendar section.
20. Click on the “Close” link to close and return to the previous page.

EDIT AN APPOINTMENT DETAILS

SELECTING FROM LIST

1. Click on the “New Task” link to create a new task. Result: The Tasks pop up window refreshes to capture the new task details.
2. Enter the name of the new task in the Task textbox.
3. Click on the “Save” link to save the new task details.
4. Click on the “Cancel” link to cancel and return to previous page.

1. Click on the “Edit” link of the corresponding task name.
2. Modify the task details.
3. Click on the “Update” link to save the changes.
4. Click on the “Cancel” link to cancel and return to previous page.

1. Click on the “Delete” link of the corresponding status. Result: The status pop up window refreshes by deleting.
2. To close the tasks, pop up window, click on the “Close” link.

CREATE A TASK

TO ADD A TASK

1. Select the task category from the Categories drop list. To create a new category type rather than a category from the drop-down list box, click on the “Manage Categories” link.
2. Specify the subject for the task in the Subject text box.
3. Specify the Start Date and Due Date of the task from the fields provided.
4.  Alternatively, you can click on the calendar icon to specify the start date and end date of the task.
5. Specify the task status from the Status drop-down list. The Status is a drop-down list containing the following options: Not Started, In Progress, waiting on someone else, Deferred and Completed.
6. The fields marked in * (red star) are mandatory.
7. You can also specify the task priority from the Priority drop down list. For instance, you can select as high/low/medium etc. By default, the priority is selected as ‘Normal’
8. Specify the percentage of task completed in the % completed text box. This helps to keep track of each task. For instance, you can enter as 50% or 75% etc.,
9. Enter the task description in the Description text area.
10. You can specify the date till which the task can be reminded on eDesk. To do this, select the ‘Remind me on eDesk until’ checkbox and specify the Month, Day, Year and Time by selecting in their respective fields from the drop-down list.  Based on the reminder date, the task will be reminded on eDesk until the date you specify. Selecting this is optional. The reminders for tasks will start from task start date until reminder date. For example:  If the user creates a new task with today (11 November 2019) as Start Date and Reminder Date as March 01, 2020, then the system displays the reminder in eDesk->Reminders section from today till March 01, 2020.
11.  Alternatively, you can click on the calendar icon to specify the date till which the task can be reminded on eDesk.
12. You will find the Recurrence link in the Recurrence field. Clicking on this link allows you to set the task recurrence. Based on the recurrence set, the task will be displayed in the eDesk->Tasks section, Collaboration->Task Manager home page and in activities section of overseas recruiting lead.
13. Once you apply the selected task recurrence settings, the system displays the selected recurrence information in the Add Task screen.

1. Specify the date of task completion by selecting the Month, Day and Year in their respective fields drop down list, in Date Completed field.
2. Alternatively, you can click on the calendar icon to specify the task completion date.
3. Enter the total work hours in Total Work Hours textbox.
4. Enter the actual work hours in Actual Work Hours textbox.
5. Enter the companies involved in the Companies text box.
6. Enter the mileage in the Mileage textbox.
7. Enter the billing information in the Billing Information text box
8. The user can now browse and upload the required files to the new task from the Upload File(s) field, if required. To upload the file, click the Browse button and select the required file and click Open. The system displays the uploaded file in the Uploaded File(s) section. The user can remove the uploaded files, if required by clicking on the Remove link available next to the Uploaded File(s) field. All the tasks added will be displayed in the eDesk on the date it has been created and not for the duration of the task.
9. User can upload many files.
10. Click on the “Save” link to save new task details.
11. Click on the “Close” link to close and return to the previous page.

EDIT TASKS DETAILS

TO ADD A DOCUMENT

EDIT DOCUMENT PROPERTIES

1. Modify the title of the document in the Title text box.
2. The document is displayed as a link in Document File field.
3. Click on the document name link. Result: The File Download window pops up.

• Click on the Open button to open the document.
• Click on the Save button to save the document in local drive.
• Click on the Cancel button to cancel and return to previous page.

1. Check the Upload New Document check box, if you wish to replace the old document and upload a new document.
2. Click on the Browse button and locate the new document on your computer.
3. Enter any specific information about the new document in the Notes text area.
4. Click on the ‘Upload’ link to upload the new document file. Result: The old document is replaced, and the new document is added.
5. To close the window, click on the “Close” link.