Trackers: Adding Candidates

Applicable Roles

• HR Admin
• HR Team
• Recruiting Administrators
• Personal Profile Only / *Tracker Manager Role

Prerequisites

Create a New Job Posting Trackers: Create a Tracker, Creating Notifications, Tracker Candidate Statuses

Contents

Add Candidates through the Tracker

Add Applicants as Tracker Candidates from Applicant Management (For HR Roles and Recruiting Administrators)

Add Applicants as Tracker Candidates from Job Posting Applicants (For HR Roles and Recruiting Administrators)

Notify Applicants 

Add Candidates through the Tracker (Tracker Managers / HR Staff)

Applicants have applied for the position and are added as Tracker Candidates through the Tracker itself. If you are a *Tracker Manager, please follow these instructions. 

Navigate to: Recruiting / Trackers / Open Trackers

1. Select the Tracker by clicking the magnifying glass
2. When the Tracker displays below, click the Tracker Candidates Tab

3. Click New Tracker Candidate

   

4. In the Candidate Management pop-up window, all Applicants in your district Applicant Pool will display

5. Filter and sort by column headings to find Applicants

   

Tip: Use the scroll bar to search column headings to help narrow your search)

6. To select an applicant:
   1. Check the box to the left of their name
   2. Select the Candidate Status for this Applicant 
   3. Select their Candidate Ranking (if applicable)

   4. Click Save to add the Applicant to the Tracker Candidates tab on the Tracker

      

Add Applicants as Tracker Candidates from Applicant Management (HR Staff Only)

Navigate to: Recruiting / Applicants 

1. Search the Applicant base by filtering (if needed)

2. Select the Applicant by checking the box next to their name, and click "Add to Tracker"

   

3. In the Add to Tracker pop-up, select Candidate Status
4. Set the Candidate's Ranking (optional)

5. Select the Tracker by clicking on the row, and the applicant will be automatically entered on the tracker:

   

   

Add Applicants as Tracker Candidates from Job Posting Applicants (HR Staff Only)

These steps are necessary only if you're adding Applicants after the Tracker has been created, or if the box for "Auto Add Job Applicants to Tracker" was not checked when the Tracker was created. 

Navigate to: Recruiting / Job Posting Applicants / Open Job Posting Applicants

1. Select the Applicant(s) by checking the box(es) next to the Applicant Last Name column

2. Click "Add To Tracker"

   

3. In the Add to Tracker pop-up, confirm the number of selected Applicants
4. Select the Candidate Status (optional) 
5. Select the Candidate Ranking (optional)

6. Click on the Tracker line to add them to the Tracker

   

   

    

Individual Applicants

1. Click the magnifying glass next to the Applicant's last name

2. When their information displays below, click Add to Tracker

   

3. Select the Candidate's Status
4. Select Candidate Ranking

5. Click on the Tracker line and the Applicant will be automatically entered as a Tracker Candidate on the Tracker

   

Notify Applicants

If there are Applicants already in your district pool that haven't applied to the position you are hiring for, but you would like to consider them for it, then you must notify them to either apply to the position or that you've added them to the position's Tracker for consideration.  

Send "Invite to Apply" Email Notification

This tells the applicant that you would like to consider them as a candidate for the position if they are still available and interested. The Invite to Apply notification will include instructions for the applicant to apply to the job posting on RecruitFront, and provides the URL code and QR code for the job posting. 

For Instructions, please reference: Invite Applicants to Apply on RecruitFront

Note: Doing this ensures that the documents required to apply for the position are uploaded by the candidate and will be included in Document Groups that are maintained with the applicant's Candidate Record. 

Add to Tracker and Send Candidate Notification

For instructions, please reference: Trackers: Sending Candidate Notifications