Add an Application
From Osi
Contents |
Add Application
A job application can be added for any person in the system. Adding a job application puts the person in consideration for any open position. Records with a completed job application that do not already have a set position are considered "applicants" rather than employees of the organization. Employees with a set position can also have a job application on file for open positions, to manage internal hiring efforts. Until the applicant has applied for an open position, the applicant will not appear in any applicant lists. The applicant may only apply for positions that have been created in the system and have been designated as open (the position is not filled by another employee or discontinued).
If your organization does not need to track job applications, the Application module can be disabled by the System Administrator (see Disable the Application Module).
| In the person's record, click Application in the left menu to jump to the "Application" section of the record. Click Add Application. | 
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| The Application form opens. Under Position(s), select the open position that the applicant is applying for; select more than one position by holding down the CTRL key while clicking each position. Complete as many of the other Applicant Questions as are applicable. Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. | 
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| The completed application displays in the person's record. Now managers and HR personnel can review the application, make notes about the interview process and hiring decision, and make a job offer to the applicant. The application will remain on file even after the position is filled, but it can be updated at any time by clicking Update This Information. | 
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Troubleshooting
The Add Application option does not appear.
The Application module may be disabled. Consult your System Administrator (see Disable the Application Module).
An error message appears when Confirm is clicked.
Make certain that a position has been selected for the application. The position is required. Other applicant questions may also be required. All required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to add an application after all, click Return (do not save changes).
No positions are available.
There must be at least one open position that the applicant can apply for. To create an open position, add a new position and mark it as open (see Add positions), open a previously discontinued position (see Discontinue a position) or if the position is filled by another employee, record a position change (see Record a position change) or departure (see Record a departure) for that employee.
Log Interview Details
While an applicant is under review, record details about any interviews with the applicant.
| In the person's record, click Application in the left menu to jump to the "Application" section of the record. Click Log Interview Details. |
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| The Position Interview form opens. The Date of Interview is set to today's date by default. If this is incorrect, change it. Enter the names or titles of People Conducting Interview. Enter any Comments about the interview (optional). Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. | 
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| The details of each interview are displayed in the person's record under the "Application" section and can be reviewed at any time. Update these details by clicking Update This Information. Repeat the process for each additional interview. | 
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Troubleshooting
This option is not available.
The Application module may be disabled. Consult your System Administrator (see Disable the Application Module).
An error message appears when Confirm is clicked.
Make certain that the required fields have been completed. All required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to log an interview after all, click Return (do not save changes).
Log Hiring Decision
While an applicant is under review, log the details of the decision made concerning the job application. Note that if the applicant is hired, the position will also need to be set for the applicant in addition to logging the decision (see Make a job offer).
| In the person's record, click Application in the left menu to jump to the "Application" section of the record. Click Log Hiring Decision. | 
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| The Position Decision form opens. The Date of Decision is set to today's date by default. If this is incorrect, change it. Under Make a Job Offer? select Yes or No. This will not set the new position. That needs to be done in a separate step (see Make a job offer). Enter any Comments about the decision (optional). Click Confirm and confirm that the information entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it. |
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| The hiring decision details are displayed in the person's record under the "Application" section and can be reviewed at any time. Update these details by clicking Update This Information. | 
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Troubleshooting
This option is not available.
The Application module may be disabled. Consult your System Administrator (see Disable the Application Module).
An error message appears when Confirm is clicked.
Make certain that all the required fields have been completed. All required fields are outlined in red. Fill in the missing information and try saving again. If you do not want to log a decision after all, click Return (do not save changes).