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Trackers: Adding and Notifying Reviewers

Allyson Ryan
  • Updated

After a Job Posting and Tracker have been created, the hiring manager and interview committee members are then added to the Tracker as Reviewers. A Tracker Reviewer participates in the hiring process by interviewing and rating candidates. Depending on their Tracker Reviewer assigned role, a Tracker Reviewer can: view candidates, take notes, update candidate statuses, rank candidates, upload files, send email notifications to candidates and send email notifications to other reviewers. 

Applicable Roles

  • HR Administrator
  • HR Team
  • Recruiting Administrator
  • Recruiting Coordinator

Prerequisites

Trackers: Create a Tracker Create a New Job Posting Tracker Terminology

Contents

Tracker Reviewer Roles

Select and Add Tracker Reviewers

Employee Groups & Trackers

Notify Tracker Reviewers

Tracker Reviewer Roles

Tracker Reviewer Roles consist of the following titles and can be assigned to any SchoolFront user within your district. Please review the Tracker Reviewer section in: Tracker Terminology for a comprehensive look at each role prior to assignment. 

  • Tracker Manager
  • Tracker Coordinator
  • Add Comments
  • View Only

Select and Add Tracker Reviewers

Adding Tracker Reviewers can only be done by HR, or Reviewers with Tracker Manager Access. 

Navigate to: Recruiting / Tracker / Open Trackers 

  1. Select the Tracker by clicking the magnifying glass
  2. Click the Tracker Reviewers tab when the Tracker tabs display below 

  3. Click New Tracker Reviewer

    Add Tracker Reviewer.png

  4. In the pop-up window, Manage Tracker Reviewers, select the staff members that are to be added as Reviewers by checking the box next to their name (Use the funnel filter for ease of searching by name or employee ID)

  5. Select their assigned Reviewer Role from the drop-down (Note: If a Tracker Manager is adding Reviewers, they should only ever grant the "Add Comments" role; Only the HR department is permitted to assign other access roles)

    Add Tracker Reviewer1.png

  6. Click Save

Employee Groups & Trackers

To assign Employee Groups as Reviewers in Trackers, please reference the section "Employee Groups and Trackers" in: Creating and Using Employee Groups

Notify Tracker Reviewers

Once the Reviewers have been added to the Tracker, they will appear in the Tracker Reviewers tab. 

  1. Select the Reviewers by checking the boxes next to their names

  2. Click Send Notification

    Add Tracker Reviewer2.png

  3. In the Send Notifications pop-up window, confirm the number of selected records
  4. Ensure the Notification Category is set to "Tracker Reviewers"
  5. Select the appropriate Notification Template for the Reviewer type you are sending the notifications to (Note: Notification Templates for this purpose are typically named "New Tracker Available - Committee" or "New Tracker Available - TM (Tracker Manager)")

  6. If the notification is for Committee Members, enter the interview information in the Form Fields

    Add Tracker Reviewer3.png

    Add Tracker Reviewer3a.png

  7. In the Recipients section, check the box for "Reviewer"
  8. Verify that the Email Subject is correct for the Notification you're sending
  9. Select one of the following options:
    1. PDF Preview - Preview the notification prior to creating and sending
    2. Create Notification - Sends an email to your reviewers alerting them of the tracker
    3. Cancel - Cancels the Notification and returns you back to the Tracker

Example of a Sent Notification)

 

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