Skip to main content

Create and Initiate Process Forms on the Tracker Candidate Tab

Dylan B.
  • Updated

Creating and Initiating Process Forms on the Tracker Candidate Tab

SchoolFront Users with Administrator, HR Admin, HR Team, Recruiting Administrator, and specific Tracker Reviewer roles are able to Create/Initiate Process Form on the Tracker Candidate Tab.

  1. Navigate to Form Category Management
  2. Create a New Form Category and Select Tracker Candidate Process Form from the drop-down options

1.png

  1. Create a Name for your Category
    1. For example: Pre-Hiring Forms
  2. Select Insert
  3. Navigate to Form Management
  4. Create a New Process Form (Click here for more information on how to create a Process Form)
  5. Create a New Form Name and Select Tracker Candidate Process Forms as your Process Category

2.png

  1. Please click here for more information on how to create a process form.

Note: A user will not be able to select a personnel folder due to the form not being related to an employee in the system.

  1. Once you have created your forms, Navigate to My Open Trackers or Open Trackers to find the tracker you wish to send a process form on.
  2. Select the Tracker name using the magnifying glass
  3. Select the Tracker Candidates Tab
  4. Using the Checkbox next to the candidates’ name, select the ones you wish to send a Process Form to
  5. Select Process Forms

3.png

  1. Within the pop- up you will have the ability to Select the Form Category (Tracker Candidate Process Forms) and the Form you have created (ie: Background Investigation Form)

Note: you will see a large red number- this will indicate how many candidates are selected to receive this process form.

  1. Select Create Form(s)

Note: The person who initiates the form must also be the reviewer. We recommend using this feature for pre-hire information such as background investigation form, interview notes, etc.

                 

 

Related articles