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Trackers: Completing Candidate Forms

Allyson Ryan
  • Updated

Creating and using Forms within Trackers is essential to the hiring process between the Interview Committee members (Tracker Reviewers), the successful Tracker Candidate and the HR Hiring Process. 

Applicable Roles

  • HR Admin*
  • HR Team*
  • Recruiting Administrator
  • Recruiting Coordinator
  • PPO Assigned Tracker Roles: Tracker Manager, Tracker Coordinator, Add Comments

Prerequisites

Trackers: Create a Tracker, Tracker Reviewer Instructions, *Form Management: Process Form Set-up & Creation

*Note that form creation is completed by those within Human Resources; This article will describe how tracker candidate forms are used after they have been created. 

Contents

Section 1: Forms for Reviewers About Candidates

Section 2: Forms for Candidates to Complete - Sent by Reviewers

Section 1: Forms for Reviewers About Candidates

Once the interview process has started, Tracker Reviewers may be responsible for completing the following forms in the Tracker. For more details on Tracker Reviewer Roles see, Recruiting: Roles and Terminology

Note: The forms described below may not be used by all districts and form type completion is dictated by the individual district. Tracker Managers may be responsible for completing all forms listed below, however other Tracker Reviewers with the Add Comments role may only be responsible for completing the Assessment Forms. 

  • Candidate Assessment Forms/Interview Evaluation Forms
    • These forms may have different names depending on your district
  • Phone Reference Checks
  • Recommendation for Appointment Form

Completing a Recommendation for Appointment Form

Once a Candidate has been selected for a position, the Recommendation for Appointment Form can be completed if part of the district's hiring process. This form is used to notify the necessary stakeholders which Candidate has been selected and provides the pertinent information for the Board Agenda to all involved.

  1. In the "Items Requiring Your Attention" section of your SchoolFront Dashboard, click the "Process" link for Candidate Trackers:

  2. Locate the Tracker and click the magnifying glass to open it in the lower half of your screen, then click the Tracker Candidates tab:

  3. Check the box next to the successful Candidate's name and click "Process Forms":

  4. Select the appropriate form from the "Form*" dropdown menu:

  5. Each Recommendation to Hire form will vary by district and may be called by a different name. Enter the information into the form's fields. Any field with an * is a required field: 

  6. Once all required fields are entered on your form, at the bottom of the form, click "Generate Preview":

  7. Review the form, and then sign and submit:

  8. If you're not ready to send, you can click "Save Draft" or "Cancel" which will clear the form to start over. 

Section 2: Forms for Candidates to Complete - Sent by Reviewers

Human Resources or Tracker Managers may be responsible for sending the following forms to the successful Candidate to complete. This is dependent on whether the district chooses to send the Forms through the Tracker itself or as part of the Onboarding Profile of the successful Candidate. 

  • Fingerprinting
  • Email reference check form for Candidate
  • Civil Service Applications

This is an example of what the email notification for the Fingerprinting form looks like upon receipt by the Candidate: 

To complete the form, the candidate will click the "Form Review" link in the email and follow the onscreen instructions to fill out the form and submit it to Human Resources. Once submitted, the form will follow the pre-determined approval routing and can be reviewed by Tracker Reviewers and HR in the "Candidate Forms" tab in the Tracker. 

 

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