TAM - Forward Applicant(s)

GENERAL DESCRIPTION:

You can forward applicants to one or more persons to enable them to review the applicant. This is often used to gain approvals for interviewing applicants. When forwarding an applicant, the recipients whom you select receive a notification that includes any text you enter and a link to the applicant's record.
Forwarding an applicant is similar to routing an applicant. However, when you forward an applicant, TAM does not change the disposition status for the applicant. TAM does, however, add an entry to the Contact History group box in the Contact Notes section of the Manage Applicant page.

PROCESS CONSIDERATIONS:
  • The applicant's resume is included in the forwarding email as an attachment.
  • When receiving a forwarded applicant, the recipient can respond via email to all other recipients.



PROCEDURE STEPS:

Forward a Single Applicant

  1. Navigate to the Job Opening. Refer to KnowledgeBase TAM - Search for Job Opening or By Application or TAM - Recruiting Home Page , for additional information.

  2. Within the Applicants tab, navigate to Other Actions > Applicant Actions > Forward Applicant.

    https://kb.wisc.edu/images/group61/20278/KB20278ForwardAppl.jpg

  3. Click the Find link to access HRS's address book.

    https://kb.wisc.edu/images/group61/20278/9.2forward_findnames.jpg

  4. You can search the address book by Employee ID or Name. Once the information is added, click Search.

  5. Check the box for the name of whom you'd like to forward this applicant.

  6. Click the Add Selected button.

    https://kb.wisc.edu/images/group61/20278/9.2forwardapplicant_findnames.jpg

  7. The selected recipient now appears in the To field.

  8. Click in the Subject field. Enter the desired information into the Subject field.

  9. Verify the Access is set for Public. 
    NOTE: Selecting private means you, the author, is the only one who can view this message.

  10. Enter your message into the Message field.
    Note
    : You can optionally check spelling in your message. Click the Spell Check button.

  11. Click the Preview button.

    https://kb.wisc.edu/images/group61/20278/9.2forwardapplicantwritemessage.jpg

  12. Use the Forward Applicant Preview page to view the complete email message, including the text that you entered and the automatically generated text link.

  13. Click Return when you are finished.

    https://kb.wisc.edu/images/group61/20278/9.2forwardapplicantpreview.jpg

  14. Make edits to the message as necessary and when finished, click Send.

    https://kb.wisc.edu/images/group61/20278/9.2forwardapplicantsend.jpg

  15. The Manage Applicants page appears again after you send the email. The recipient will receive an email regarding the applicant's information.

    Forwarded Email

  16. To confirm that the email appears as a note in the applicant's record, from the Job Opening Page, select the candidate then select the Notes tab.



Forward Multiple Applicants

  1. Navigate to the Job Opening. Refer to KnowledgeBase TAM - Search for Job Opening or By Application or TAM - Recruiting Home Page , for additional information.

  2. Within the Applicants tab, select the applicants you are going to forward by clicking the checkbox under the Select column.

  3. Select Group Actions > Applicant Actions > Forward Applicant.

    https://kb.wisc.edu/images/group61/20278/KB20278GroupForward.jpg

  4. Follow steps 3 - 15 above for forwarding the applicants.


ADDITIONAL RESOURCES:

Related KBs:

Related Links:
  • N/A



Keywords:recruit recruiting recruitment search screen candidate group action TAM training hire rehire interviewing approval   Doc ID:20278
Owner:Sheila W.Group:Human Resource System (HRS)
Created:2011-09-15 09:47 CSTUpdated:2017-11-06 08:35 CST
Sites:Human Resource System (HRS)
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