Page Comparison

Step Number

Description

1

Locate the step in either the assessment process or requisition process the task reminder needs to be configured against and open step configuration.

2

Click on the Permissions tab and scroll to the bottom of the screen

3

Ensure that the step is configured to send a task notification email and the new option Send Task Reminder Notification Email will be available

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4

Click the option Send Task Reminder Notification Email and choose the reminder email to trigger.

Note that the reminder email will need to be configured in the email template library first. Please use the email template type Task Notification for client user tasks or Candidate Task Notification for candidate tasks.

5

Enter the number of days you require between the original task notification email being sent and a reminder email triggering. If you would like the reminder to be triggered 5 days after the original task notification, then enter 5.

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The system will accept whole numbers between 1 to 99.

If the process is rolled back, then the task reminder period resets and will start counting from the time that the task is reopened.

Step Number

Description

1

Select the jobs that need to be archived in the jobs list using the new tick boxes

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2

Select Archive Jobs from the new actions drop down menu and click Go

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3

The Update Job Status screen will be displayed, and any configured job archive status will be available for selection.

Choose the applicable status option and select Save

Note that any jobs with open audiences will automatically be closed, which will remove the advert from the candidate portal.

4

The update will process and direct the user back to the Job List displaying a confirmation message at the top of the screen

Note that jobs with the status of Incomplete cannot be updated using this feature. If there is an incomplete job that needs to be updated, the creation process must first be finalised.

Step Number

Description

1

In order to add the additional columns in the jobs or requisition lists, the required global question must first be configured as an advanced search criteria.

Select Show advanced search and use the Add Filter button to add the global questions required in the view. Selections from the Job details screen are available in the job list and from the first requisition step in the requisition list.

2

After the questions have been selected click on the cog icon in the list and scroll to the bottom. Two custom column options will appear and can be selected

3

When the tick boxes are selected, choose the applicable global question required in the list view and click Apply

4

The list will refresh, and the additional columns will display with populated data, if it exists

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Any additional columns added are user specific and will be retained between sessions.

Note that only free text, multiple choice, Yes/No or date question types can be added as additional columns.

Step Number

Description

1

Use the tick boxes to select the questions that need to be moved. They can be across multiple form steps

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2

Click and hold on one of the selected questions and when the mouse is moved all selected questions will be grouped together for the move. The number of questions will be represented by a red circle icon.

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3

Drop the questions into the new location on the form and all questions selected will insert based on their original order and deselect.

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Questions that have been moved will have a yellow circle icon displayed indicating that their new location has not yet been saved. The form will need to be saved for the new location to be retained. If the screen is refreshed or navigated away, then the questions will revert to their original location.

4

When saved the yellow icon is removed and the question numbering is reset

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Step Number

Description

1

Open step configuration for the assessment form step candidates need to move through automatically. The new option Move candidate through this step automatically will be available.

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2

Select this option if you would like the candidates to move through the assessment form step automatically and not require a user to manually submit the step.

The info bubble reads:

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3

Select Save to confirm the configuration and a confirmation screen will display

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Select Proceed to continue with the configuration or Cancel to return to the step configuration.

4

It is important to note that if this configuration is selected then the assessment form will be pre-populated based on global question pre-pop configuration and automatically submitted. If there are any global questions with mandatory configuration selected and they are not pre-populated, then the form will still submit, and the mandatory configuration is ignored. If the mandatory information is required for step rule actions to trigger, then the candidate may get stuck at the step and manual intervention will be required.

Only use this step configuration in conjunction with global question pre-population.