Bookmarks

The bookmark system in ApplicantExtra is a powerful way of temporarily holding individual records in named folders for later use. Folders can be used as a criteria to filter lists and searches throughout the system. As an example, a user may want to keep a folder of bookmarks for candidates that they have personally vetted and are ready […]

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Add Vacancy

This screen allows you to add the vacancy details for a selected client and contact. Click Side Menu->Home->Add Vacancy to activate this page. Provide details such as title for the vacancy, office and location for this vacancy, vacancy role, and the consultant who is managing this vacancy. Also select if the vacancy is temporary, permanent, or contract, and whether […]

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Vacancy Record – Locations

Note – For information on opening the Vacancy Record, see Vacancy Record Details page. To open the Locations tab, select the Locations section tab from the Requirements tab in the Vacancy Record Details page This page is used to populate the locations of a vacancy in the Location field of the Vacancy Record Details page. Entries here affect […]

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Vacancy Record – Skills, Roles, Qualifications, and Other Skills

Note – For information on opening the Vacancy Record, see Vacancy Record Details page. The tabs Skills, Qualifications, Roles, and Other Skills are included under the Requirements and are used to represent the attributes of the ideal candidate for this position. Entries in these tabs affect the default Vacancy Search Criteria and are also searched for in the Candidate […]

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Vacancy Record – Interviews

Note – For information on opening the Vacancy Record, see Vacancy Record Details page. The Interviews tab lists all the pending interviews for this vacancy , displaying the date, time, contact, and the candidates involved.

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How to customize the list screens

Inside the list screens such as the Candidate List and Vacancy List, you can customize the columns displayed in the list. For this you need to go to the list and click Customize Columns. See the following screen showing customize columns in the Vacancy List. The following screen appears after clicking Customize Columns. You can […]

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Event Editor

This page allows you to add notes or create a reminder for an event. Click Event Edit or click the Add Notes icon  to access the Event Editor. The following window appears. Select the Tick to add a reminder check box to add a reminder for this event. The following options appear, where you can […]

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Vacancy Record – Events

Note – For information on opening the Vacancy Record, see Vacancy Record Details page. The Event List tab in the Vacancy Record screen shows a log of all actions that are performed in relation to this vacancy. Each event holds the references to all the parties that it relates to. For example, a CV submit event will […]

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History

The History tab appears at the bottom of the ApplicantExtra screen and shows the list of Clients, Contacts, Candidates and Vacancies that you have visited. These are displayed in the order of the most recently visited. You can view the respective record by clicking the required item link. Do not forget to save the changes if any updates […]

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How do I log a sales call

You can log sales calls (and any other type of communication) by using the Notes icon  in the toolbar of Clients, Contacts, Candidates, or Vacancies and also the shortlist note buttons in the shortlist. You will see an Event Edit window where you need to select the respective event type based on the call that you are logging and also specify […]

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