Managing Candidate Details

The Manage candidate page allows you to add the details of a new candidate.

You can also search for a candidate whose details are already recorded and edit or delete the details.

You can also submit the candidate’s details to the next stage in the recruitment process.

To add candidate details:

You can add candidate details using any of the following two ways:

• Enter the details in the Manage Candidate page

• Enter the details in a specified format in an excel file and then upload the file

To add the details of a candidate:

1. On the HR menu, under Recruitment, click Recruitment workspace.

2. On the navigation pane, click Manage Candidate.

The Manage candidate page appears.

3. In the Candidate Search text box, press SPACEBAR (on the keyboard) once and on the list select the candidate.

4. Click Go

The candidate details appears in the manage candidate page

5. Click Add.

The Add Candidate Details dialog box appears.

Under personal details section, perform the following steps:

1. In the Title, First Name, Middle Name and Last Name text boxes enter the candidate’s first, middle and last name respectively.

2. In the Email –ID text box, enter the e-mail id of the candidate.

3. In the Location drop-down box, select the location to which the candidate has applied.

4. In the Designation drop-down box, select the designation or job for which the candidate has applied.

5. In the Band drop-down box, select the band to which the candidate is assigned.

6. In the Father's name text box, enter the father's name of the candidate.

7. Click the Date of birth text box and on the calendar select the candidate's date of birth.

8. In the Gender drop-down box, select the gender of the candidate.

9. In the Marital Status drop-down box, select the marital status of the candidate.

10. In the Wedding Anniversary text box, select the wedding anniversary date from the calendar that appears.

11. In the Present Address 1, enter the present address 1 of the candidate.

12. In the Present Address 2, enter the present address 2 of the candidate.

13. In the City drop-down box, select the city to which the candidate has applied.

14. In the State drop-down box, select the state to which the candidate has applied.

15. In the Pin Code text box, enter the pin code of the candidate.

16. In the Permanent Address 1 text box, enter the permanent address 1 of the candidate.

17. In the Permanent Address 2 text box, enter the permanent address 2 of the candidate.

18. In the City drop down box, select the city to which the candidate has applied.

19. In the State drop down box, select the state to which the candidate has applied.

20. In the Pin Code text box, enter the pin code of the candidate.

21. In the Mobile text box, enter the mobile no. of the candidate.

Under professional details section, perform the following steps:

1. In the Current Total Fixed Pay text box, enter the current total fixed pay of the employee.

2. In the Band  drop-down box, select the band to which the candidate is assigned.

3. In the Structure drop-down box, select the pay structure applicable to the candidate.

4. In the Functions drop down box, select the function to which candidate is assigned.

5. In the Sub Functions drop down box, select the sub function to which candidate is assigned.

6. In the Aadhar Card No. text box, enter the pan number of the candidate.

7. Click the Requisition Date text box, and on the calendar select the candidate's requisition date.

8. In the City drop-down box, select the city to which the candidate has applied.

9. In the Designation drop-down box, select the designation or job for which the candidate has applied.

10. In the Branch drop-down box, select the branch for which the candidate has applied.

11. Click the Date of Joining box, and on the calendar select the date when candidate joins the organization.

12. In the Total Fixed Pay text box, enter the candidate's total fixed pay in Rupees.

13. In the Hiring Source drop-down box, select the source that referred the candidate.

14. In the Name of the Source text box, enter the name of the source who referred the candidate.

15. In the Position Code text box, enter the position code of the job relevant to the  candidate.

16. In the PAN text box, enter the pan number of the candidate.

17. In the PAN Ack No. text box, enter the pan acknowledgement number of the candidate.

18. In the Previous Employer Name text box, enter the name of the previous employer of the candidate.

19. In the Mark Letter To text box, enter the e-mail ids of the people whom you want to intimate regarding the candidate.

20. In the Career Level drop down box, select the career level of the candidate.

21. In the Benefit Band drop down box, select the benefit bank of the candidate

22. In the Salary Grade drop down box, select the salary grade of the candidate.

23. In the Job Code drop down box, select the job code applied by the candidate.

24. In the Job Role drop down box, select the job role for which candidate applied the job.

25. Do one of the following:

• To save the details and close the window, click Save and Close.

• To save the details and continue adding details of another candidate, click Save and Continue.

Note 1:  To exit the dialog box without saving the details, click Cancel.

Note 2:  Fields marked * are mandatory and cannot be left blank.

Note 3: Wedding anniversary date and spouse name is mandatory if marital status is “Married”.

The details will get displayed in the grid.

To add the fixed total pay details of a candidate, under Total Fixed Pay column, click icon.

The Salary Details window appears.

The details displayed are:

Salary details

• Click Calculate button.

The details will be displayed in the grid.

Salary Component details

• Click Add Component button to add new salary component to the above table.

The details displayed are:

1. Select the name of the component from the Component Name drop down box.

2. Enter the amount in the Amount text box.

3. Click Delete button to delete the add component details.

4. In the Payout Date text box, select the date from the calendar that appears.

5. Enter the comments in the Comments text box.

6. Perform the following steps:

• Click Save to save the salary details.

• Click Submit to submit the salary details or else click Close.

To edit candidate details:

1. On the HR menu, under Recruitment, click Recruitment workspace.

2. On the navigation pane, click Manage Candidate.

The Manage candidate page appears.

3. On the list of candidates, select the check box corresponding to the candidate whose details you want to edit and then click Edit.

The Edit candidate details dialog box appears.

4. Modify the required details, do one of the following:

• To save the changes to details and close the window, click Save and Close.

• To save the details and continue editing details of another candidate, click Save and Continue.

Note 1:  To exit the dialog box without saving the details, click Cancel.

Note 2:  It is recommended that you do not edit Salary details from the Manage Candidate Page and you edit only basic details like email address, name and so on in this page.

Note 3:  Displays the From CTC from when the Admin has configured the band/grades details in the Bands/Grades page.

Note 4:  Displays the To CTC up to when the Admin has configured the band/grades details in the Bands/Grades page

To submit candidate details to the HR Workspace:

1. On the list of candidates in the Manage candidate page, select the check box corresponding to the candidate whose recruitment you want to process, click Submit.

2. To confirm the submission, in the confirmation dialog box, click OK.

The candidate details are moved to the HR workspace.

Click to know more:

Recruitment Workspace

Initiate Pre-joining Process in HR Workspace

Mark Status of Pre-Joining Activities

Take Action on Candidate’s Application

Assign Vendor to Verify Candidate Details

Upload Candidate Verification Details

Managing Internal Job Posting

Managing Shortlisting

Approve Offer/CTC