How to Log a Conversation

To add a note, click the icon  in the toolbar of Candidates, Clients, Contacts, or Vacancies, or click the Shortlist Note button on a candidate or vacancy shortlist. In the Event Edit window, select an event type and then enter the appropriate text about the event. If you need a reminder for this, select the check box […]

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How to create a Public CV

In order to send a Candidate’s CV to your Clients through the ApplicantExtra, you ideally need a public CV attached to the candidate record. This can be done in the following ways listed here. Desktop Version only method The Desktop version of ApplicantExtra allows you to open, edit, and save any system attached documents in-place […]

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How to import a LinkedIn Connection to ApplicantExtra

Any LinkedIn connections can be imported as a contact record or imported as a candidate record in the ApplicantExtra. This can be done using the Browse LinkedIn option (Side Menu->Home). This opens the LinkedIn website where you need to login to your LinkedIn account. You can then search the required connection and click Import as Candidate […]

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How to create a Reminder

User created reminders in ApplicantExtra appear in the system Diary along with the system reminders. User and system reminders (with the installed desktop version) have become more useful because of integration with MS Outlook Calendar. Reminders are created by adding a date and time to a candidate note, client note, contact note, vacancy note, or […]

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Candidate Record – Run CV Data Helper

Note – For information on opening the Candidate Record, see Candidate Record Details page. The CV Data helper will help you to extract useful information from the CVs/Resumes. It will automatically find the name, address, contact info, social network URLs, employment details, and any matching attributes such as Skills, Qualifications, Roles, and Locations. In a […]

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How to send a Candidate’s CV to a Contact

There are a number of ways to send one or more candidates CVs/Resumes to a Contact in the system. The first assumes you have a vacancy on the system belonging to the contact involved and the second does not require a vacancy. 1) Vacancy method  If the candidate has not been shortlisted against the vacancy follow these shortlisting instructions to do […]

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How to remove a Client, Contact, Candidate, or Vacancy record

You can remove a client, contact, candidate, or a vacancy record from system via the archiving process. This does not delete any information but just changes the status of the record so that you have to click “include archived” to see the records in lists and search results. Note: If you really must absolutely delete a […]

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Candidate Record – Document Manager

Note – For information on opening the Candidate Record, see Candidate Record Details page. In a candidate record, click the Private CV icon  or Public CV icon  or Extra Document icon  and select Upload New Document to upload multiple documents such as public or private CV or other relevant documents from your PC. The following window appears. In the […]

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Vacancy Record – Search (Criteria)

Note – For information on opening the Vacancy Record, see Vacancy Record Details page. To open the Search Criteria tab, select the Criteria tab from within the Search tab in the Vacancy Record Details page. Searching for candidates from a vacancy record is one of the powerful features of the system. It allows you to match requirements […]

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How to show a CV as submitted from outside of ApplicantExtra

If a candidate’s CV is already submitted against a vacancy but not through ApplicantExtra, you can tag this as submitted from a Vacancy Record or Candidate Record. Go to the Vacancy Record Shortlist tab or a Candidate Record Shortlist tab, and click the shortlisted record from the list for which you need to show as an already submitted […]

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