2x Recruit Quick Reference Guide for Hiring Managers

Transcription

1 2x Recruit Quick Reference Guide fr Hiring Managers 2x Recruit Terminlgy Hw t Access 2x Recruit 2x Recruit Glbal Tlbar Icns Here are sme terms that may be helpful as yu learn abut 2x Recruit: Participants: (KRE Cntact) Individuals assciated with the day-t-day respnsibilities regarding fulfillment f a jb requisitin. Anyne fulfilling any f these rles is added as a participant t yur jb requisitins. Apprvers: Individuals respnsible fr apprving a jb requisitin r, pssibly, a wrkflw activity. Wrkflw: (KRE Activity) Steps that an applicant will advance thrugh in the recruitment prcess (i.e., recruiter review, first interview, etc.). The wrkflw steps may be cmpleted by individuals in varius rles within yur rganizatin (recruiters, hiring managers, etc.) and may have s r tasks assciated with them. Shw Statements: Thrughut the 2x Recruit system, shw statements are fields and drpdwn lists that help yu expand r refine the results displayed, thus they cntrl the infrmatin shwn. Htlist (KRE Flders): An area within 2x Recruit where ne may list applicants f interest fr future jb requisitins. Htlisting an applicant enables users t select the rle(s) the applicant may be best suited fr. Yu can add applicants t private htlists, depending n whether r nt yu want t allw ther recruiters t view yur htlisted applicants. Access yur 2x Recruit site: Nte: 2x Recruit wrks with Internet Explrer 6.0, 7.0, 8.0 and 9.0 as well as Firefx 2.0 r 3.0. Currently 2x Recruit des nt supprt tablet cmputers e.g. ipad. 1. Open an Internet brwser, and enter the apprpriate URL. 2x Recruit autmatically pens tw screens: the Splash screen (access t all Career Centers) and a Lgin screen (access t the Administratin Center). 2. Enter the Username and Passwrd prvided t yu via frm 2x Recruit, and then click the Lgin buttn. The 2x Recruit hme screen will display. This is als knwn as the Recruit Dashbard (shwn belw). Click t g back t select screens frm which the request was initiated. This buttn nly wrks frm certain areas f the system. Click t display the Recruit Dashbard. Tasks ( ): Click t cmplete a pending task. Jbs: Displays the jbs that yu are respnsible fr. Htlist Applicants: The grup f applicants wh are identified as ptentially strng candidates. New Jb: Allws yu t create a new requisitin. Reprts Dashbard: Displays tabs fr viewing reprt summaries and standard reprts. Standard Reprts: A standard set f reprts prvided by Kenexa. Users can update their persnal settings. Administratrs can access system-wide settings. Lgged in user s name. Prxy User listing fr easy navigatin t ther user s accunts. Lgut t actively lg ut f the system. Quick Help (?): Displays nline, pagespecific help. Cntact Us: Displays prduct supprt cntact infrmatin. Page 1 Tip: Using the Tab key n yur keybard is nt a recmmended means f navigatin within 2x Recruit. Use yur cursr and the Enter key t effectively wrk within 2x Recruit. The Search drp-dwn is used t cnduct searches.

2 2x Recruit Quick Reference Guide fr Hiring Managers Create Jb - Pints t Remember This sectin explains the prcess f creating requisitins. Here are pints t remember: Fields marked with a red asterisk * are mandatry fields. There are tw primary sectins when cnstructing a jb, shwns as tabs: Add Jb Details and Add Participants. Regarding Career Centers: Jbs will typically be psted t bth the internal Career Center and external Career Center, each f which targets thse specific applicant audiences. Yu can create a jb requisitin by selecting a jb template r clning an existing jb requisitin. On the jb requisitin, the Number f Openings field indicates the number f psitins yu need t fill n this req. This will default t 1. On the jb requisitin, when entering the jb descriptin, make sure that all the jb descriptins share the same lk and feel in terms f fnts and frmatting, keeping in mind the applicant experience when applying. On the jb requisitin, in the Wrkflw field, the ptin labeled I will pst this (jb) manually must be selected, if yu wish t review it prir t psting. Once yu have cmpleted all fields required by yur rganizatin, click Save as Draft. The requisitin will be rted t yur recruiter fr cmpletin. Create Jb - Add Jb Details Tab Mde In Tab mde, yu cnstruct a jb using tabs. T cmplete the requisitin, yu access each tab t enter the relevant infrmatin in the fields necessary fr creating a jb. Cmplete the fields n each tab in rder frm tp t bttm, as yur selectins fr sme fields may aut-ppulate values within ther fields. 5. Click the Create drp-dwn arrw n the Glbal Tlbar, and then click Jb. 6. Select the desired radi buttn: T create a jb frm a template: a. Select the radi buttn marked Create frm a jb template (default setting). b. Click n the hyperlink fr the crrect template. T create a jb by clning an existing requisitin: a. Select the radi buttn marked Clne an existing jb requisitin. b. Use the shw statement t search fr the requisitin yu want t clne. c. Click the Clne icn next t the requisitin yu want t clne. 7. Starting with the Jb Overview sectin, cmplete fields in the rder they appear, as a selectin in ne field will ften pre-ppulate ther fields n the jb requisitin. 8. Enter details fr the Jb Lcatin fields. 9. Scrll dwn t the Psting sectin. Cmplete infrmatin required fr the Jb Descriptins, Requirements, etc. Create Jb - Add Jb Details 1. Select the apprpriate hiring wrkflw (use the magnifying glass icn t view the wrkflw steps). 2. In the Pst When field, select when the jb shuld be psted. 3. The Jb Ntes/Keywrds fields (ptinal) allw fr internal ntes fr the jb. Adding keywrds allws fr searchable text by applicants in the Career Center. 4. Jb Aging displays nging infrmatin regarding hw lng it takes the jb t g frm the initial cnstructin phase t the clsed phase. Page 2

3 2x Recruit Quick Reference Guide fr Hiring Managers Create Jb - Add Participants Search in 2x Recruit - The Basics Search - Quick Search This tab/step allws fr the designatin f individuals, called Participants, wh are respnsible fr filling the jb. 1. In Tab mde, click r click the Add Participants tab. In Jb Wizard mde, after clicking, click r the Add Participants link. Participants are individuals in yur rganizatin wh may cmplete activities n this requisitin in the system (i.e., Recruiter, Hiring Manager, etc.). Yu will autmatically be added as a participant. 2. T add participants, start typing the first few letters f the user s first r last name in the Add New Participant sectin. Yu can als use the Search by filter t filter the names by user rles. T d a search n all names available in 2x Recruit, type % (withut the qutatin marks) in the Name bx. 3. The system will display names that match the criteria entered. Click n the desired name, and then click the Add buttn. 4. In the check bxes belw each participant selected, indicate the Primary Hiring Manager by selecting the Primary HM check bx and indicate the Primary Recruiter by selecting the Primary Recruiter check bx. Tip: Use the Delete icn icn t remve a participant. Imprtant Nte: Each requisitin requires ne Primary Hiring Manager and ne Primary Recruiter. There are three means f searching applicants in 2x Recruit: Quick Search: Used t search fr applicants (r participants) by name. Applicant Prfile: Used t search fr keywrds in all applicant prfiles. Applicant Advanced Search: Used t run precise searches where yu are lking fr detailed criteria based n applicants prfiles. Yu can refine yur search results by using the Shw Statement within yur search results. While the shw statement ptins can vary depending n the screen yu are n, a sample shw statement and descriptin are fund belw: Shw: Yu can restrict yur search results t a specific applicant type: Active (default), Inactive, r All applicants. Applicants submitted t: Yu can specify the status f a jb that the applicant is submitted fr (any, pen, clsed, n hld, etc.). Jbs assigned t: Yu can narrw the jb search results t nly jbs assigned t a specific persn (me, any recruiter, etc.). And: Yu can specify additinal criteria, such as an applicatin date range, keywrds in an applicant s address r prfile, etc., frm the drp-dwn list, and enter any specificatins in the text bx prvided. Add buttn criteria. : Use this t specify additinal Use the G buttn t initiate the shw statement refinements. Quick Search allws yu t quickly lcate applicants r participants by name r partial value r t lcate requisitins by searching the requisitin number. Quick Search is nt case-sensitive. T use Quick Search: 1. Type a partial r cmplete name in the Search field n the Glbal Tlbar: 2. Click the Quick Search buttn r press Enter n yur keybard t run the search. The Quick Search Results screen shws any/all participants r applicants wh match yur search criteria (there are separate tabs fr Applicant Results and Participant Results). Nte: If nly ne applicant r participant is fund, 2x Recruit pens that persn s recrd withut displaying the search results screen. T run a Quick Search fr jb requisitins, enter the requisitin number in the search bx, and click the Quick Search icn r hit Enter n yur keybard. The search will return any jb requisitins that match yur search criteria. Page 3

4 2x Recruit Quick Reference Guide fr Hiring Managers Search - Applicant Prfile Search An Applicant Prfile search allws yu t search fr keywrds within the prfiles r upladed files f all applicants fund within 2x Recruit. As with the Quick Search, yu run an applicant prfile search frm the search text bx in the upper-right hand crner f 2x Recruit: T run an Applicant Prfile search: 1. Type the keywrd(s) yu want t search fr int the search field (see belw). 2. Click the drp-dwn arrw t the right f the Quick Search buttn, and select Applicant Prfile. 3. Applicant prfiles r upladed files cntaining yur search criteria are returned. By clicking n the Applicant name, yu will be directed t his/her prfile. When clicking n the numeric Jb link, a callut bx will appear with access t the actual jb req that applicant had applied t. Search - Applicant Advanced Search The Applicant Advanced Search allws yu t apply multiple criteria t an applicant search. 2x Recruit allws yu t set search criteria against up t 70 fields, including jb detail fields, applicant details, educatin, and evaluatins. The advanced search can be saved as a public search (accessible t ther recruiters) r a private search (accessible nly by yu). T run an applicant advanced search: 1. Click the drp-dwn arrw t the right f the Quick Search buttn, and select Applicant Advanced Search (see belw). The Applicant Advanced Search page appears. 2. Specify yur search criteria. Categries may include: Jb Details: Search by a particular jb (if yu want t restrict yur search t the applicants fr ne f yur jbs) r the participants assciated with a jb. Search - Applicant Advanced Search Educatin: Search by required level f educatin. Other: Fields here allw yu t specify miscellaneus criteria, such as internal/external status, salary expectatins, pint f rigin, etc. Search by Skills: Fields here allw yu t search using Kenexa Prve It! and Selectr assessment criteria. Search by Prescreening Questins: Search fr applicant respnses t prescreening questins. Nte: Yu must first make a selectin in the Internal/External drp-dwn list t ppulate the questins available fr searching. General Eligibility Questins: Search fr applicant respnses t any eligibility questins that were psted with the jb. Nte: Yu must first make a selectin in the Internal/External drp-dwn list t ppulate the questins available fr searching. 3. Once yu have established yur search criteria, click the buttn t run the query. Applicants matching yur search criteria and default shw statements are returned: Applicant Details: Search by applicant name, address, r resume keywrds. Nte: If yur rganizatin als has the Fund in clumn enabled, clicking n the magnifying glass in that clumn will allw yu t navigate t where the infrmatin in the prfile was fund. Experience: Search by level f experience. Page 4

5 2x Recruit Quick Reference Guide fr Hiring Managers Htlist - Overview Add Applicants t the Htlist Search fr Htlisted Applicants A Htlist is a list f thse individuals wh have been identified as ptentially strng applicants fr yur rganizatin. Details fr htlisted applicants can be rganized and categrized by skills and salary requirement. There are three htlist statuses in 2x Recruit: Htlisted: Typical scenaris in which applicants wuld be htlisted are: They meet the requirements f a filled jb. They meet the requirements f a jb that will be pened in the future. They meet the requirements f a jb ther than the ne they applied fr. They are a gd fit fr the rganizatin, but there are nt any current penings. Nt Htlisted: The majrity f applicants in 2x Recruit will nt be htlisted. This includes thse wh may already be hired. Cldlisted: Only Administratrs can cldlist applicants, ensuring that they are autmatically rejected fr future jb requisitins. There are tw types f htlists in 2x Recruit: My Htlist: Yur wn private htlist. T assign applicants t the htlist: 1. Frm the prfile f the applicant yu want t htlist, click the Htlist icn. This pens the Htlist tab. The applicant s address is autmatically ppulated in the Address sectin, and yu are autmatically identified in the Htlisted by sectin. 2. Select the Jb Cde(s)/Jb Titles that best suit the candidate s skills and experience. 3. If yu knw the candidate s relcatin preferences, select a Relcatin ptin. 4. If yu want t add the applicant t yur private htlist, select the Private check bx; therwise, the applicant will be added t the Shared htlist. 5. Fr an hurly paid applicant, specify the minimum/maximum hurly salary that will be accepted. 6. If yu want t grup htlisted applicants int categries (i.e., designers, assistants, etc.), type the categry name in the Tags sectin. 7. Click the Save Applicant Details buttn in the upper-right crner f the screen. Yu can use the shw statement at the tp f each Htlist screen t find specific types f htlisted applicants. The fllwing ptins are available in the shw statement: Shw Htlisted applicants frm: My Htlist Whse prfile cntains: Yu can enter keywrds t be fund in the applicant s prfile. Whse upladed files cntain: Yu can enter keywrds t be fund in upladed files. Wh applied t jbs cntaining: Yu can enter keywrds fund in jb requisitins t which the applicant applied. Wh applied between: Yu can specify the date range in which the applicant applied. With incmplete prfiles: Will display applicants with incmplete prfiles. Wh are flagged fr fllw-up: Will display applicants flagged fr fllw up. Whse tags cntain: Allws yu t search based n tags entered when htlisting. And prfile status f: Active Inactive Nte: Yur Htlist screen may be cnfigured differently than what is listed abve. Page 5

6 2x Recruit Quick Reference Guide fr Hiring Managers Resumes frm 2x Recruit At times, yu may need t an applicant s resume t anther user fr review. T resumes frm 2x Recruit: 1. Open the applicant s prfile r view a list f applicants in expanded view. 2. If ing frm an applicant s prfile: Frm the Other Actins drp-dwn list, select Resume t display the Preview screen. OR If ing frm expanded view: Frm the drp-dwn list, select Resume. Review Applicants - Overview and E- mail Ntificatins Once an applicant applies via yur Career Center and answers any required evaluatins, his/her resume is ruted t 2x Recruit. Recruiters r ther participants can then review resumes against the minimum qualificatins fr the jb. This resume review may be tracked in 2x Recruit as an activity r wrkflw step that the Recruiter needs t cmplete. If yu receive an applicant s resume/prfile t review via 1. Open the received frm yur Recruiter r ther jb participant. Applicants Using 2x Recruit T send an message t an applicant using 2x Recruit: 1. Open the applicant s prfile. 2. Click the buttn under the applicant s name t display the Preview screen, shwn belw. 3. Fill in the infrmatin as yu wuld any . Nte: The subject may cntain the requisitin number in brackets fr Smart tracking. 4. Click the Send buttn in the upperright crner f the windw. 2. Open the attachment that cmes with the . This displays the resume in its riginal frmatting. 3. Review the qualificatins and resume fr the applicant. 4. T respnd, click Reply t All n the , prvide yur feedback, and click Send. Using the Reply T All ptin n the will autmatically track yur reply in 2x Recruit using Smart If the cmpletin f a wrkflw activity is required, the will include a link fr yu t click t cmplete the activity. 3. Specify the recipient(s), subject, and message text. Fields t cmplete may include: T: Applicant s address. Reply t: Yur address. CC and BCC: Anyne t cpy r blind cpy n the . The CC field will cntain the Smart address by default. It is best practice t advise applicants t cpy this address in any reply. Subject: The subject f the . Bdy: The message text. 4. Click the Send buttn t send the . Page 6