Adding an Applicant

Mohammed Jamal Updated by Mohammed Jamal

The Applicants feature is used for managing people during the recruitment process. If the Applicant later becomes recruited, the Applicant record can be converted to a System User.

To create a new Applicant:

  1. Navigate to Staff > Staff > Applicants. The 'Applicants' page is displayed.
  2. Select the Create new record button on the toolbar.
  3. Complete the fields on the page, mandatory fields are marked with a red asterisk *.
  4. Select the Save button to create the Applicant record. 

The Applicant's profile is displayed:

Three tabs are now available to use to add additional information:

  • Recruitment Documents: Documents that will require completion.
  • Applicant Dashboard: Displays the progress of their application.
  • Availability: To record when they can work.

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