To create a tracker, navigate to Recruiting/Tracker/New Tracker -OR- Recruiting/Tracker:
Click New Tracker (circled).
From here you will enter the details of the tracker:
Tracker Name - Can be similar or the same as the Job Posting name, is a searchable field
Tracker Statuses - These are defined at the District Level, the following are examples:
Preliminary – use this when first establishing a list and you are not ready for others to view. Will not show under “My Open Candidate Reviewer”
Active – use this status when you are ready for others to view your list in “My Open Candidate Reviewer”
On Hold – Use this status if you want to temporarily remove the list from view in “My Open Tracker”
Archive – Use this (rather than deleting) when you are finished with the list
Title - Not Mandatory
Auto Add Notes to Applicant - When selected on a Tracker, the notes reviewers add to the trackers when reviewing candidates are copied to the District Applicant Notes tab in each Applicant's Details
Job Posting - If you are creating this tracker for a specific posting, you can "tie" the tracker to the specific job
Auto Add Job Applicants to Tracker - This should be checked if you wish to have the applicants who apply to the job posting, be automatically added to the tracker, then they will be added as a tracker candidate
Due Date - By putting a "due date" you will be able to show when this tracker should be reviewed by. You can sort on this column as well in the grid
Tracker Location - will select the job location or department
Description - Use this text box to put a detailed description of this tracker for others who may be viewing it, or for future reference. Instructions for the reviewers could also be placed in this location
Hidden - Check this box if you wish to hide the Tracker for any purpose during the interviewing/hiring process
When completed, you can Insert the tracker, or Insert and Add Another tracker by following the same steps in this article.