Skip to main content

Using the Candidate Dashboard

Allyson Ryan
  • Updated

The Candidate Dashboard allows Tracker Reviewers to access many Tracker functions in one spot, such as: updating Candidate statuses and ranking, adding comments, notes and files.

Applicable Roles

  • HR Admin
  • HR Team
  • Personal Profile Only (as assigned with one of the following Tracker Roles)
    • Tracker Reviewers: Tracker Manager, Tracker Coordinator, Add Comments

Prerequisites

Tracker Reviewer Instructions, Recruiting: Roles and Terminology

Contents

Accessing The Dashboard

The 4 sections of the Candidate Dashboard: 

Access the Dashboard

  1. Navigate to Recruiting / Tracker / My Open Trackers
  2. Select the Tracker by clicking the magnifying glass then click on "Tracker Candidates" tab when the Tracker displays in the lower half of your screen

  3. To view a Candidate Dashboard, click on the blue icon to the right of the Candidate's name:

  4. The Candidate's Dashboard will open in a new window displaying the 4 sections: Status Information, Add a File, Add Reviewer Note and Candidate Information Tabs:

  5. You MUST click "SAVE" within each section to save any changes

Status Information

The Status Information section view varies depending on Tracker Role. Reviewers who are Tracker Managers and Tracker Coordinators can view and edit BOTH Candidate Status/Ranking and Candidate Reviewer Status.

  1. Select the status information from the dropdowns and click "Save Status":

Reviewers with the Add Comments role can view and edit Candidate Reviewer Status:

 

Add a File

To attach Candidate files that are specific to the Tracker Candidate only:

  1. Drag or drop the file to be added within the "Associated File(s)" box; OR click inside the box to add the file, and click "Save File":

Please Note: If the following option for "District Applicant" appears, and is selected instead of "Tracker Candidate," the file will be added to ALL Trackers to which the Candidate has been added and could be a potential liability issue for your district. This option should only appear if your login role is within the HR department, and you are a Reviewer on the Tracker as a Manager or Coordinator. 

Reviewer Notes

  1. Reviewers that have access to the Dashboard can enter notes here:

  2. Click "Save Note"
  3. The Reviewer Note area will clear and allow more notes to be added 

  4. The Note will now appear in the Tracker Candidate Notes tab in the Dashboard:

Candidate Information Tabs

These tabs display what the Candidate has entered on their application, but in a smaller capacity than when viewing through the Tracker Candidates tab on the Tracker itself; however, this view will show just the candidate you are viewing instead of all the Tracker Candidates:

To view more tabs, click the green arrows to the right or left as shown above. 

 

 

Related articles