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OpenHire - Recruiting User Guide

1. Figure E 23 User Locations Report E 2 Interactive Reporting Interactive reports are reports that can be sorted or manipulated directly in OpenHire Many reports contain links to navigate to other areas of the product directly from the report Most are viewable within the user interface only and are not exportable The available interactive reports are listed below The EEO Reports screen provides links to various EEO reports EEO reports are only available to Recruiting Managers OpenHire Recruiter and Recruiting Manager Guide Page 172 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology The All My Posted Jobs screen allows Recruiters and Recruiting Manager to view the status of third party job board postings that have been made in OpenHire within a date range broken out by Recruiter and Job Posting The report provides details including the date the posting was requested the date the job was posted and when the posting was deactivated if applicable The My Posted Jobs report is available to Recruiters and Recruiting Managers and will only display the logged in Recruiters job postings The All Posted Jobs report is available only to Recruiting Managers Recruiting Managers can use the drop down menu at the top of the screen to view by selected Managers or choose to view by All The Approved Requisitions screen provides a summary of requisitions that were created and approved for posting within a u
2. 0sccce 124 5 4 Interview Requests a iviecnta tues cavesancxtsaven dawuricndandacnsatauectaaaetesayeneesswvaxesedanesdesuassesesanersessansueds 125 5 4 1 Requirements for Being Able to View Interviewer Availability in OpenHire 125 5 4 2 Creating an OpenHire Interview ccccccccsssssseccceeeeseeeeseeeeeeeeeseueeseeeeeeeesssaeaseees 126 5 4 3 Creating an Interview Conducted and Completed Outside of OpenHire 128 5 4 4 The Interview Requests cccccccccessssseeeeessesseeeeceseaseeeeessauseeeesssaaseesesseaaeeeeensaases 130 5 4 5 Rescheduling an Interview REQUEST ccccccceeeeeeeeeeeeeeeeeeeaeeeseeeeeeeeesaaaseeeeeess 131 5 4 6 How to Reply to an Interview Request Email Notification ccecceceeeeeeeeeeees 132 5 4 7 Adding the Interview Schedule to your MS Outlook or Lotus Notes Calendar 132 5 4 8 Completing an Interview REqQueSt ccsssssssesseeeeeeeeeeeeeeeeeeesaaeeesseeeeeeeeeseeeeneess 133 5 4 9 Editing Interview Feedback cccecccccceeeecceeeeeeeeeeeeeeeaaeesceeeeeeeeeseeaeeeeeeseeesaaaaeees 134 5 4 10 Removing Completed Interview Requests ccccceeeeeeeeeeeeeaaeeeeeeeeeeeeeeeeeeeeeeees 134 So Ex NONO ita coe enerenee ern eee eee ene here ee tee eer eenr ne ee eee nee eee er eee 135 5 5 1 Entering the Offer Information ccccccccceeeeceeeeeeeeeeseeseeeeeeeeeeeeeeeeeeesaaaaaaeaseeeneeees 135 5 5 2 Initiating an Offer Approval Pro
3. Open recruiting OPENHIRE recruiter and recruiting manager user guide 2 GO G This material is proprietary to SilkRoad technology inc It contains trade secrets Si ROQ and confidential information which is solely the property of SilkRoad technology inc This material is solely for the client s internal use This material shall not be used reproduced copied disclosed transmitted in whole or in part without the express consent of SilkRoad technology inc www silkroad com 49 SilkRoad technology Table of Contents OpenHire Functionality Overview cccecccesccssssseeeeeeeeeecensseeeeeeeeeeeoesssseeeeeseeoonsnseeesesseeoonnns 5 1 1 OpenHire Functionality OVErview cccccccccccceccseesseeeceeseeeeeeeseeeeeeeeessaeaeseeeeeeessesaaaeeeeeeees 5 1 2 USING OPONHire cece ccccccccssessseeeeeeeeeeaesseeceeeeeeeseeeseeeeeeessseeeuseeeceeesssaeaaseeeeeeesssuaageeeeeees 5 1 2 1 Logging in and Getting Started ccccceccccccceeeeceeesseeceeeeeseeeeeeeeeeeeeesseeeaeeeeeeeeeseaas 5 1 2 2 Reset PASSWOIC ccccceeececceeeeeecneeeeeeeeeeeeeeeaeeeesaeeeeeeseaueeeseaeeeeesageeessaeeesseeeeesseeeeeeas 6 1 2 3 Updating your Profile cccccccccsseecceeceeesseeeeeeeeeseeeeseeeeeceeeeseesseeeessaeeeeeeessaaeeeeeesseaess 7 kea ONN OU Geeeetee nee eee eee pee eee eee eee een eee eee eee eee 10 1 3 Overview of the Navigation Bal cccccccssssscecccsssseceeceeeeeeeecee
4. 3 Administration Guide Figure 1 6 Navigation Bar Search The Candidates search feature allows a Recruiter or Recruiting Manager to locate a candidate quickly performing a one step search from the left menu or to retrieve candidate lists by defining basic or more advanced filters and criteria The Jobs search feature allows users to search for posted jobs by entering a Job Title or Tracking Code ID Customer Service If you have questions about using any OpenHire feature please contact SilkRoad technology Customer Care Support is available 24 hours a day Monday through Friday You can access the Customer Care feature by clicking on the link at the top of the screen Here you will find additional information about contacting SilkRoad and links to download help files amp Customer Care Email support silkroad com Phone 866 803 9663 toll free or 336 201 5120 local OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 11 of 177 49 SilkRoad technology 1 4 Recruiter Dashboard Upon logging in to OpenHire as a Recruiter or Recruiting Manager you are placed on the Recruiter Dashboard The Recruiter Dashboard provides easy access to information Recruiters and Recruiting Managers use most Hiring Stages Requisitions Interviews Top 5 Sources Candidate Aging and Reviews Recruiter Dashboard View as Recruiter All x All Hiring Stages Candidate Dashboard Top 5 Sources Ad
5. Andrei test Ivanov Andrea Attachtest M John Powell Kim Cayton l Davidadsf Ringlasdf M ASHLEY Test Person l fsdfs sdfds M dsvs dssd I Jack Smith test Columbus Bartow jacksonville Austin Columbus sdfds sdds Chicago Alabama Ohio Florida Florida Alaska Ohio Mississippi Massachusetts Illinois United States United States United States United States United States United States United States United States United States Employee_Referral Employee_Referral Netflix Careers Netflix Careers Facebook Monster Campus Career Center Monster CareerBuilder local 5 19 2009 5 19 2009 6 29 2009 12 19 2009 6 21 2010 6 22 2010 6 22 2010 7 29 2010 10 19 2010 10 19 2010 7 26 2010 4 18 2010 8 2 2010 4 7 26 2010 10 20 201 8 4 2010 9 7 11 2010 8 4 2010 9 10 19 201 10 22 201 A a Columns Page fi of 7 View 1 10 of 69 Figure 3 16 Save Search 5 Using the drop down menu select a folder and enter a description for the search 6 Click on the Save Criteria button Save Search Criteria Available Folders Select Folder Provide Name of Saved Search Criteria Save Criteria Figure 3 17 Save Search Criteria OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 96 of 177 49 SilkRoad technology Executing a Saved Search Follow these steps to run a saved search 1 From the Navigation bar under Candidates choose Sea
6. OpenHire Recruiter and Recruiting Manager Guide Page 161 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 2007 and up Candidate OFCCP Affirmative Action Statistics EEO Report The Candidate OFCCP Affirmative Action Statistics EEO report provides a formatted statistical analysis of candidate Affirmative Action Data The report counts all candidates currently associated with a job that was closed within the date range of the report The report does not include any candidate that is not associated with a job 2007 and up Candidate OFCCP Affirmative Action Statistics EEO Report Grand Male Male Male a Male pam Male Female Female Female Female Female n Female Toae JobGroup ae p ac Amer not to self Total White Hisp Black Island Asian Indian identify TwoOrMore White Hisp S z L TwoOrMore Figure E 2 OFCCP Affirmative Action Statistics EEO Report 2007 and up Hired Candidate EEO 1 Data Extraction The Hired Candidate EEO 1 Data Extraction report provides an extraction of the candidate EEO data associated with HIRED candidates only The report outputs a single row for each candidate that was hired over the user defined date range 2007 and up Hired Candidate EEO 1 Data Extraction n s Tracking Job Candidate P EEO g JobID JobTitle Location Code E Categury JobGroup ResumeID Name Candidate Source Ethnicity Disabled Black or African Chicago 177278 a e Harry oe 177278 Tech
7. Question commas Select Question es lt sSS Select Question S Select Question x Electronic Forms Match All Match Any Please Select a Filter E equals OFCCP Compliance Optional Indicate the reason for the search for compliance purposes Perform Advanced Search Figure 4 1 Candidate Search OpenHire Recruiter and Recruiting Manager Guide Page 111 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Using Relevance Comparison Job Relevancy This search feature affects the order of the results obtained by sorting them according to their relevance to a selected job posting If the Relevance Comparison is used in conjunction with the Keyword search field and or any other options available candidates with a higher degree of relevance will appear higher in the results list Without any Keyword or additional search options the Relevance Comparison will return all candidates available to the user in the database sorted in order of their relevance to the selected job posting If Keywords are NOT entered and a job is selected in the Relevance Comparison drop down the search will return the top 500 ranking candidates sorted by their ranked relevance to the selected job minus any candidates filtered out by other selected filters lf Keywords ARE entered and a job is selected in the Relevance Comparison drop down then the search returns candidat
8. 05 11 2010 20102008 Human Resources HR838 Transportation and Logistics Best NORMAL shes Regular a Q HQ100 Bonnell Full Chicago Langford yi 05 10 2010 20102007 Human Resources HR838 IT Functional Analysis Consultant Aircraft Worker NORMAL Time Regular Office CHI800 B i Figure E 9 Active Job Log Filled Job Log The Filled Job Log report lists all jobs with a candidate in the hired stage regardless of date The date posted field reflects the date the job record was created in OpenHire Filled Job Log Date Tracking Internat Notes onPoson Posted Code Job Category Job Title Internat Notes onPoston Notes on Position Candidate Resume Source Start Date IT Functional 05 10 2010 20102007 Analysis Aink Woki Joka Tied Campus Career Center _ 05 13 2010 209290 03 15 2010 Fibes Accomine Ck ti WALK IN 05 28 2009 921 aa lt 10 29 2009 188990 Legal femal titans iaaa 09 19 2008 921 Recruiting B 10 29 2009 oi Lepi Acous a John Webber Rear uname 10 16 2009 i iare foba Manase Airone Gene Frost wate 08 28 2009 214216 10 16 2009 921 more jobs Manager Accounting Staci Power SnagAJob 09 03 2009 Staff Senior ASIC ae 10 12 2009 oo Design Design V erification ingia Aii LinkedIn 03 27 2009 Filipowski Engineer gt d paaa Representative Lisa J 10 07 2009 Customer Service McDougald Steve_George 11 13 2009 Administrative pee extra notes to internal OH Users can view this section
9. A previously created search folder can also be deleted from the edit screen Note Deleting a search folder will also delete all its contents including saved searches and resume groups It is important to note that deleting a resume group is not the same as deleting a resume The candidates shown in a resume group are merely pointers to candidate records and not the candidate records themselves OpenHire Recruiter and Recruiting Manager Guide Page 95 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology The criteria of a search can be saved into a folder for future use and or defined to run on a scheduled basis Follow these steps to save a search 1 From the Navigation bar under Candidates Search choose Advanced Search 2 Select your search criteria and choose Perform Advanced Search 3 The Candidate Search Results page displays the applicant results 4 Click on the Save Search link at the top of the screen A new browser window will open for you to save the search criteria Candidate Search Results Who What When Find Search Tips Candidate First and or Last Name Keywords Resume amp Comments Entered in days Advanced Search Save Search Save Results Workflows All Take Action Change Job Association x Perform Recruiting Activity x Applicant Results Ei Candidate Name Municipality Region Country Source Enter Date Last N United States l Cayenne Woods test Alabama
10. approved a user takes action to change the Requisition into a Job User Role A set of permissions governing user access levels User An employee or contractor who has a license to the OpenHire software and who accesses the software for the purpose of managing or reporting on candidates and or job data Workflow A workflow contains the specific hiring stages relevant to the hiring process position Depending on company specific hiring processes you will have one or more hiring workflows to choose from OpenHire Recruiter and Recruiting Manager Guide Page 177 of 177 SilkRoad Proprietary amp Confidential
11. if you want to include an image from your company s Web site you would need to view the properties of the image and include the URL in the Image URL field instead of uploading an image to OpenHire Once you have entered the URL or address the image will display in the Preview window C 2 HTML Formatting Tips This section describes the use of HTML tags for more advanced text formatting The following HTML tags are allowable within the Job Description Required Skills and Required Experience sections of the Job and Requisition Create Edit forms and can be used along with any tags that have been created using the built in HTML Editor tool Typical Formatting Tags What they do lt B gt Bold the following text lt B gt End the Bold text lt BR gt Break to a new line lt BR gt lt BR gt Add a line of white space lt UL gt Start a bulleted list lt LI gt Create new bullet points lt UL gt End the bulleted list lt l gt ltalicize the following text lt gt End the Italicized text Tag Placement in Job Description Result seen by applicant lt B gt lt B gt lt B gt Recruit lt B gt the best talent Recruit the best talent lt BR gt lt BR gt Come work for the best company Come work for the best company lt BR gt lt BR gt We are dedicated to growing We are dedicated to growing talent talent lt BR gt Come work for the best company Come work for the best company lt BR gt We are dedicated to We are
12. 02 2008 Installation 177278 a an ain 2008 Peter Peter Jef Peter Peter a PEA 29 02 29 Technician IV 921 aon eo 02 29 HanschildRM HauschildRM Thompson HauschildRM HauschildRM ite ousRM Human Company 03 2008 448 7 sg ji soap 6 ean 7 Resources HQ NORMAL Ea Khang TranRM Khang TranRM ame Khang TranRM HR838 HQ 100 randow a OPE Company 3 2008 04 2008 Req Test No 181435 Engineering H NORMAL 2008 Blair Blair Jeff Blair Blair 08 04 23 Admin 921 ENG 990 100 04 07 BrandowRM BrandowRM Thompson BrandowRM BrandowRec Implementation Company 2008 Jeff Jeff Jeff z 2008 05 2008 Installation 181940 Setvice123 HQ z ici 5s 06 11 Technician II SERV393 HQ100 05 05 ThompsonRM ThompsonREC Figure E 7 Approved Requisitions by Date Active Job Listings with Description The Active Job Listings report provides a listing of active jobs with the description department location and responsible Hiring Manager Active Job Listings with Description Poi Assigned Hiring Date Job Title No Tracking Department Dept No Location Job Status Description Required Skills Code Manager Created The Account Manager om 211486 921 B Acclimator Systems Chicago IL Us NORMAL Aee self iii competitiveness enthusiasm and a passi to succeed in a direct sales position Assists the corporate controller in directing an organization s accounting functions
13. 09 02 2009 123 Administrative like making sure they get approval from there mgr before Jack Oliver SnagAJob 09 04 2009 Assistant I internal puresa Figure E 10 Filled Job Log OpenHire Recruiter and Recruiting Manager Guide Page 165 of 177 SilkRoad Proprietary amp Confidential SilkRoad s technology Job Postings Log Filled The Job Posting Log Filled report displays all jobs with a candidate that entered the hired stage over the user defined date range The report can be filtered by company location department and hiring manager Job Postings Log Filled Tracking Hired Assigned Internal Job Title Z Candidate Open Date Hired Date Start Date Hiring Manager Department Location Resume Source Code Name Recruiter Implementation Chicago allation 278 dRM schildRM a v ae Re dson 02 29 2008 06 04 2008 05 15 2008 i ar Service123 Office Internet Job Board z SERV393 CHI800 s Implementati Chicago allation TIe ARM childRM ee Sage AgenciGal _ 02 29 2008 06 19 2008 06 19 2008 i i gt Service123 Office Recruit Works SERV393 CHI800 Implementation 02 29 2008 09 09 2008 06 16 2008 Service123 SERV393 CHI800 Figure E 11 Job Postings Log Filled Job Template Report The Job Template report provides a listing of all active and inactive job templates Job Template Report Template Name Job Title Code rapide EEO Group Category gual Map Categor
14. 1 to 14 out of 14 records Da 0 a ence Page 1 of 1 Candidate Enter Date Bicousliry Selecta j Fail Fla Disposition Qualified Job Score Location Last Modified Jason A Zajac 11 04 2008 Prequalification no Not Defined Not Defined St Clair Shores MI US 11 04 2008 05 10 PM Internet Job Board Wayne F Burt 10 21 2008 Prequalification Not Defined Not Defined BEGUN 91 Fontana CA US 10 21 2008 12 19 PM Other source Figure 2 65 Set a Qualified or Not Qualified Status OpenHire Recruiter and Recruiting Manager Guide Page 67 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 2 7 The Candidate Profile Screen A candidate s profile can be accessed from a number of locations throughout OpenHire In nearly every location where a candidate s name is listed the candidate s name is a link to the candidate profile screen The most common method of accessing the candidate profile screen is by clicking on a candidate s name after selecting the number in the Resumes column on the Track My Jobs or Track All Jobs screen Candidate profiles can also be accessed directly by clicking in a hiring stage from the Candidate Dashboard or from a set of candidate Search Results All functions related to the movement and management of candidates are performed from the candidate profile screen Results s displaying 2 of 2 Job Score Qualified Source Recruiter Customer Service 0 C yes no local Mandy
15. 6 Select the Ethnicity or Race 7 Optionally choose to enter a disability and or veteran status OpenHire Recruiter and Recruiting Manager Guide Page 107 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 8 Choose Submit The candidate information is updated and stored EEO AA Profiles Sort By Job Titte Sort By TrackingCode Job Postings Select Job Posting Candidates Select Candidate identify What is the candidate s ethnicty or race What is the candidate s gender Female Male Candidate chose not to self Figure 3 32 EEO AA Profile Updates Note EEO AA information is a feature that can be disabled at the request of your OpenHire customer administrator Due to the sensitive nature of candidate EEO AA profiles this action may not be present in your drop down list of actions If you feel you need access contact your administrator OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 108 of 177 49 SilkRoad technology Searches This is the fourth chapter in a series of six chapters of the OpenHire Recruiter and Recruiting Manager User Guide This chapter provides information on the following e Overview of Search functionality e Candidate Searches e Job Searches 4 1 Overview of Search Functionality The Search functionality allows Recruiters and Recruiting Managers the ability to
16. 91 Fontana CA US 10 21 2008 12 19 PM Other source Figure 2 62 Email a Candidate Using the CCE 3 Compose the email or use an available template Fill out the necessary information for the email correspondence You may choose to use a template from the drop down list or create your own email using the text editor and available merge fields 4 Click on the Preview button to preview the email 5 Choose Send Email The selected candidate s will receive the email correspondence OpenHire Recruiter and Recruiting Manager Guide Page 65 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Email Candidates Compose Email OR Select Template Message You may choose to Compose your own email OR Select a Template message to edit Afterwards you can send the email to one or more candidates Attach Files Select a Template message Rejection Job Closed x I Plain Text I Check to not have the recipient reply to the email Subject Please do not use any merge fields in the Subject Thank you for your interest in employment Carbon Copy CC Multiple recipients Use a i e Mark openhire com Terry openhire com Blind Carbon Copy BCC Multiple recipients Use a i e Mark openhire com Terry openhire com Email Body Merge Fields To place a merge field position the cursor where you d like the field in the email and then click on the desired merge field Email Sender 0
17. ADMS550 Chicago Office CHI800 i wg 09 04 2008 Account Executive eggs123 Peter l Ps Joe Bell bacon123 191173 921 Human Resources HR838 Company HQ HQ100 Hauschild Approved 09 11 2008 09 11 2008 Benjamin Kirson Software Trainer 191348 921 191348 921 aplmentao Servicel23 Chicago Office CHI800 Gail Jo Kelly Approved 09 15 2008 09 15 2008 esa Product Engineer 190609 921 Imp Chicago Office CHI800 jennifer lloyd R lementation Service123 Waiting for 11 17 2008 SERV393 esponse Joe Weber Account Manager 190756 921 190756 921 Sales SAL892 Company HQ HQ100 John Test2 Approv ed 11 20 2008 11 20 2008 Sarah Ferland Admin Services Lead 214234 921 Admin Clerical3 ADM550 Chicago Office CHI800 Christie Hardy With 11 27 2009 Figure E 20 Offer Approval Report OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 170 of 177 Detailed Hired Candidates Information The Detailed Hired Candidates Information report provides information about hired applicants The date range is based on the date the applicant was moved into the Hired stage in OpenHire Formerly EEO Hired Candidate EEO ve SilkRoad technology Detailed Hired Candidates Information User silkroad com 7012620 Jim Jones ResumelID Candidatename CandidateEmail CaptureDate JobID 1 7 2010 4 13 33 PM 212535 JobTitle Fi
18. Action Title Tracking Code Candidate Name Status Created By seria EE d Last Changed Letter Programmer Analyst Jason Smith Peter Hauschild Peter Hauschild 220 05 Feb 2004 Created 999999 2003 10 45 22 Letter Accounting Clerk Sean Rodwell 28 Mar 07 Apr 2006 Created 105895 317 i eae aes Simon 2006 14 28 27 Letter Accounting Clerk i Heriecel 19 Apr 17 Nov 2006 Created 105895 312 ae eer Quinones 2006 13 46 31 Letter Accounting Clerk Created 109120 312 nae a a 24 Apr 08 Aug 2007 Amy Reese John Smith John Smith 3006 13 50 50 Letter Help Desk Associate Created 5412 312 Wer _ l Heriecel 0s May 07 Jun 2007 Wayne Shelton Valencia Taylor Camnicaies 5006 13 32 41 Letter Created e i no94 317 fee rural is 13 Nov 14 Dec 2006 HR Lawyer 80094 3123 Greg Schuler David Hill 3006 16 27 29 15 Nov 15 Nov 2006 2006 16 15 18 Sean Rodwell Send HR Lawyer 80094 312 Thelma delsea simon Valencia Taylor Figure 5 19 View Pending Job Offers OpenHire Recruiter and Recruiting Manager Guide Page 139 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology If the candidate resides in an Offer related Hiring Stage but no offer review process has been defined the offer will have a status of N A and the action column will show the Create option Clicking Create will bring the user to the Offer Approval screen where they can define the offer If the candidate resides in an Offer related Hiri
19. Anderson Preliminary Stages z P E i What would you like to do with this Candidate Select an Action Captured Online Job Applicants Candidate Joe Anderson Hiring Stages 123 north west Screening Edit View Portland ME 04103 Manager Review United States Interview joeanderson email com Offer Extended xj primary 207 555 2413 Select a stage to move Tracked For Career Counselor I 20102040 candidate BOGE Resume CV Attachments eForms Evaluations Activity Status History Edit Summary Information Figure 2 66 Candidate Profile Screen In many places throughout OpenHire resumes are displayed in a list format From the lists the candidate profile screen can be displayed by clicking on the candidate s name Once on the profile screen it is easy to navigate from one candidate to the next using the Navigation links on the top right hand corner of each profile Results SP o displaying 2 of 2 Job Score Qualified Source Recruiter Customer Service 0 C yes no local Mandy Anderson Job Applicants Preliminary Stages i i 2 What would you like to do with this Candidate Select an Action Captured Online Figure 2 67 Navigating Resume Lists OpenHire Recruiter and Recruiting Manager Guide Page 68 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology In the upper right corner of the candidate profile are the Hiring Stages The stage the candidate
20. Br Resume CV Attachments eForms Evaluations Activity Status Requisition History showing 1 of 1 Customer Service Preliminary Stages Captured Online Job Applicants Captured Offline Hiring Stages Screening Manager Review Interview Offer Extended gt Select a stage to move candidate History Edit Summary Information ID Job Title Enter Date Last Modified Assigned Recruiter Department 214312 Machinist Maintenance 10 26 2010 10 26 2010 4 04 AM Anderson Mandy 214326 Career Counselor I 20 10 13 2010 10 26 2010 4 04 AM Anderson Mandy Et a a eel ee Page ja of 1 Figure 2 73 Duplicate Profile OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Acclimator Systems 55 Engineering ENG 990 gt View 1 2of2 Page 72 of 177 49 SilkRoad technology Change Job The Change Job action allows the Recruiter to assign the candidate to a different job posting Follow these steps to assign a candidate to a different job posting 1 Select Change Job from the Action drop down menu 2 Using the drop down menu select the job posting to which the candidate is being reassigned 3 Additionally the new candidate profile can be assigned to a new Hiring Stage Choose the new Hiring Stage from the Available Hiring Stages drop down list 4 Press the Move Candidate button to complete the action Note If the candidate is moved into a new job with a differen
21. By M JerkanHM Created 10 28 2010 Chicago Office CH1800 Admin By E Gail Changed 10 28 2010 12 02 PM To Be Posted By M Anderson Figure 2 36 Create a Job Requisition 3 Enter information for the requisition Be sure to enter information in the required fields 4 Click on the icon for information about each section of the form Requisition Administration Requisition Creator the user creating the requisition This is a read only field that cannot be edited Requisition Administrator the individual responsible for sending out approval requests and editing updating the requisition If the Requisition Creator defines a Requisition Administrator other than him herself the requisition will be forwarded to the selected Requisition Administrator when the requisition is saved A Requisition Administrator can be a Recruiter Recruiting Manager an Administrator or the Hiring Manager that created the requisition Job Creator the individual responsible for posting the requisition once it has been approved If there is no approval path on a requisition the creator of the requisition has the ability to forward the requisition directly to the chosen Job Creator by using the Save amp Forward for Posting button after filling out the requisition creation form If there is an approval path the requisition will be provided to the Requisition Administrator to complete the approval process Once the approval process is complete the R
22. EEO AA Info 3 1 Overview of Managing Candidates Recruiters and Recruiting Managers perform most of their daily work in OpenHire managing candidates This section of the guide describes the techniques used to move update send comment on delete reject and hire candidates 3 2 Candidate Dashboard The Candidate Dashboard provides Recruiters and Recruiting Managers the ability to view the available Hiring Workflow s and associated Hiring Stages from a single location In addition a pie chart displays a visual representation of the candidates in each hiring stage Recruiters and Recruiting Managers can filter the view by Hiring Workflow and or Job Status Additional information is easily viewed by clicking on the hiring stage name from the Hiring Stages list or by clicking on a stage on the chart Shared hiring stages are listed at the bottom of the page To view candidates in a shared hiring stage click on the stage name Note Hiring workflows are created during the implementation process to work with your hiring process and reporting needs Requests to update or add additional workflows can be made through the OpenHire Customer Care Center by your Administrator OpenHire Recruiter and Recruiting Manager Guide Page 80 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Candidate Dashboard View as Recruiter All a All Hiring Workflows Hiring Workflow All Job Status Stage Candidates p 5b Appl
23. From the Filled job tracking screen click the Resume link next to the job posting title to see the hired candidate s Dept Client displays a list of all open active job postings categorized by Department Status displays a list of all open active job postings categorized by the Posting Status Hiring Stage displays a list of all open active job postings categorized by Hiring Stage Job postings can appear in multiple hiring stages depending on the candidates that are associated with the job posting Categories Displays a list of all open active job postings sorted by Job Category The following is an explanation of the contents of each column on the Job Tracking screen Priority Indicator the priority indicator is the colored bullet displayed in the first column of the job list Green Low Priority Yellow Medium Priority and Red High Priority The number of days that has elapsed since the job was created in OpenHire determines the job s priority The exact number of days before the priority changes from low to medium or from medium to high is determined during the job posting process by the Recruiter Note The Priority Indicator is NOT visible when you view by ALL You must select a named person to view the priority indicator Job Title Company Location the job title column displays the internal job title that users of OpenHire see when managing the job postings The tracking code for the job posting is displayed und
24. Job Log Move Selected 2006 and prior Job Statistics EEO Gender Et Applicant Count By Job 2006 and prior Job Statistics EEO Report al Appl ica nt Count By Source 2006 and prior Job Statistics EEOC Categor Applicant Log with Contact Info 2007 EEO Data Report Approved Requisitions By Date Move All 2007 and up Candidate OFCCP Affirmative Backup Script Admin ae Budget Report Detailed Candidates Information Detailed Hired Candidates Information Figure 6 4 Selecting Report Access 6 Reports that a user has access to are listed on the My Reports screen Note If the user is a Recruiter or Recruiting Manager and he she is associated with specific company locations the report data is limited to data associated with those locations This applied only to standard reports Custom reports are written to the customer s specification and may not include this functionality 6 3 Report Builder Report builder is a powerful tool that enables users to generate reports on the fly This tool is accessible from the Navigation bar under the Analyze heading Report builder uses data marts as a source for its data On a nightly basis data from the production database is synchronized with data in the data marts The actual reports you generate from report writer are coming from the data mart not the production database This means that the reports reflect data as it appeared in production the prior day e We use these data marts to en
25. Login Information Username recruiter You have chosen to update your password Please provide and confirm your new password in the form below Please adhere to the following when creating your password Password cannot match the defined login email address Password s length must have a minimum of 8 and a maximum of 30 characters respectively Password should have the following format only contain letters and numbers and have at least 1 upper case character Once you have completed the process we suggest that you logout and use your new password to confirm that the update was successful Current Password eccoccocoooo New Password eococoocoooo Confirm New Password eoccccccccce Figure 1 4 Update your Profile Note All items marked with an asterisk are required Follow these steps to update general information 1 2 3 Select the My Account link at the top of the screen The My Profile Settings page displays Review the details in the General Information section Updates can be made to your First and or Last Name Note The Location information must be updated by a Recruiting Manager or Administrator Administration gt User Accounts OpenHire Recruiter and Recruiting Manager Guide Page 8 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 4 After making the necessary updates choose Apply Your profile information is updated Follow these steps to update location informatio
26. No Associated Job 11 12 2008 Intern Communications 11 12 2008 60000230 08 52 PM OH Avon Lake Offices US11 Figure 3 29 Employee Referrals 3 10 Candidate Ag ents Hiring Stage Open Prospects Evaluation Fail Flag no Page 1 of 7 Ve Disposition Qualified Not Defined Not Defined The Candidate Agent screen is designed to use the search engine built into OpenHire to find the best resume profiles for a specific job posting and to notify the Recruiter via email of the relevant resumes found Using the job posting s descriptive details OpenHire scans through all resumes registered by the search engine and returns those determined to be a match Follow these steps to set up a candidate agent 1 From the Navigation bar under Candidates choose Candidate Agent Click on the Create Candidate Agent button 2 3 Select a Job from the drop down menu 4 Choose the Status active or inactive Frequency how often the search is run and Match Threshold the degree of relevance to the job posting 5 Choose Save Agent The first set of results is immediately returned via an email notification and the subsequent emails will be sent based on the frequency defined by the Recruiter Edit Recruiter Candidate Agent Job required Agent Status Frequency Match Threshold Date Created Date Updated Last Executed No of Results Customer Service Rep I 20102008 Active Week
27. No Location Specified 60 min Pending Sonya Dee J Smith Human 08 16 2007 08 20 2007 N A Johnson Resources 2 16 PM 11 30 AM Raleigh NC Generalist I No Location US 193980 312 Specified 60 min Figure 5 13 Interview Request Screen Only interview requests associated with active jobs are displayed Once a job is closed any pending completed interview records associated with that job are removed from this screen Column Descriptions Job Score displays a percentile value based on a conceptual content comparison of the candidate resume and the job posting A higher percent score indicates a closer match between the candidate and the posted job Request Status indicates the status of the interview appointment Clicking on the Pending link allows you to Accept or Decline the appointment Accepting updates the Request Status to Accepted Declining the appointment removes the request from the screen Either selection notifies the Recruiter that requested the interview appointment via an automatic email Candidate Location the full name of the candidate and his her City State Country of residence Clicking on the name of the candidate will start the interview feedback process Requester the first initial and last name of the Recruiter who created the interview request Job Title the internal job title and the tracking code in parenthesis for the opening Click on the Job Title to display a description of the job Da
28. POStING cccccsseeeeeeeeeeeeeeeeeeeeeeeeeeeas 114 4 2 6 Performing Additional Activities from the Candidate Search Results Screen 115 aS MOD o L e A E A A E A N ET 118 4 3 1 Job Q ick Search saareen ETENEE eee 118 4 3 2 USING Advanced Search cccccccseeeeecceceeeeeseeseeeeeeeeceeeeeseeceeeeessaeeseeeeeeessssaageeeeeeees 118 The Candidate Hiring Process svcsaniseccaccecsncsanveecanseincdussanrvewensseesavauerssneusntaueusacscewensbueussunevewseasevesen 120 b1 OVERVIEW ofthe Hiring PLOCSSS ici ccesestcs onctacccnnccdidencte a a 120 5 2 Selecting a Candidate for Review cccccccssesssccccceeesseeseeeceeeeesseeeseeeeeeeeesseeasseeeeeeeeseaas 120 5 2 1 Choosing a Single Candidate for Review cccccccccceeesesseeeeeeeseeeeseeseeeeeeeeeseaas 120 5 2 2 Choosing Multiple Candidates for REVIQW cccccccsseceeceeeeeeseeeeeeseeeeeesaeeeeeeas 121 OpenHire Recruiter and Recruiting Manager Guide Page 2 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology SiO POVON COU I eeen E n a R E E E 122 ore Receiving a Review Request Email Notification 0 cccccccecccsseeesseeeeseeeeeseeeeees 122 5 3 2 Completing a Review Request ccccccccccssssseecceeeeeeeeeeesecceeesesseeeeeeeeeeeeessaaeaeess 123 99 3 Removing Completed Review Requests cccccsssseceeceeesseceeseeeseeeeeeseeeeeeeeeas 124 5 3 4 Processing Review Requests without Completing the Review
29. Resume screen Here up to 25 resumes can be moved at a time with this function Follow these steps to move candidates from one hiring stage to another 1 From the Resumes screen place a check mark next to the candidate s you want to update 2 Using the drop down menu at the top change the Hiring Stage Resumes Return Take Action Change Job Association xi Perform Recruiting Activity 14 Candidate s for the Account Manager 60000132 position Displaying 1 to 14 out of 14 records Page 1 of 1 Candidate Enter Date Current Stage Evaluation Fail Flag Disposition Qualified Job Score Location Last Modified Jason A Zajac 11 04 2008 Prequalification Not Defined Not Defined St Clair Shores MI US 11 04 2008 05 10 PM Internet Job Board Wayne F Burt 10 21 2008 Prequalification Not Defined Not Defined SUNNE 91 Fontana CA US 10 21 2008 12 19 PM Other source Figure 2 58 Update a Candidate s Hiring Stage Reassigning Job Postings Multiple candidates can be reassigned to another Job Posting through the Resume screen Up to 25 candidates can be reassigned at a time with this function Follow these steps to change a job association 1 From the Resumes screen place a check mark next to the candidate s you want to update 2 Using the drop down menu at the top change the Job Association Resumes Take Action Change Hiring Stage eee een agen Recruiting Activity 14 Candidate s for t
30. a candidate s hiring stage job association or perform a recruiting activity using the drop down menus at the top of the page Note In order to move one or more candidates to a new Hiring Stage you must select a specific workflow such as the Default Workflow from the drop down list The Change Hiring Stage drop down is NOT displayed when viewing candidates from ALL workflows Note Depending on the Hiring Stage for the selected candidate s the Take Action options will vary For example the Change Job Association and Change Hiring Stage options are not available for candidates in the Hired hiring stage One or more candidates can be moved to another Hiring Stage through the Hiring Stage screen Up to 25 resumes can be moved at a time with this function Follow these steps to move candidates through the hiring stages 1 From the Hiring Stages screen place a check mark next to the candidate s you want to move to a different hiring stage 2 Using the drop down menu at the top of the screen select a new hiring stage All Hiring Stages Prequalification Return Workflows Default Workflow x Take Action Change Hiring Stage Change Job Association x Perforrn Recruiting Activity x Displaying 1 to 25 out of 402 records Page 1 of 17 e ob Candidate Trackingcode Job Score Location Enter Date Assigned Recruiter Last Modified Source E aed Job Location Location Code Evaluation Fai
31. a job posting during the capture process These candidates are held by a Recruiter for future consideration Captured Online any candidates captured from an online source such as an online Job Board and are associated with a job posting during the capture process These candidates are placed in the Viewed Candidates stage when the job is closed Job Applicant any candidates that applied to a job posting at the OpenHire hosted external internal or 3 party board These candidates are placed in the Viewed Candidates stage when the job is closed Captured Offline any candidates captured from a Recruiters local PC or network using the Upload Candidate tool and associated with a job posting during the capture process but not flagged with a specific source These candidates are placed in the Viewed Candidates stage when the job is closed OpenHire Recruiter and Recruiting Manager Guide Page 81 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Resume Review candidates whom a Recruiter and or Hiring Manager are considering for an open position These candidates are placed in the Viewed Candidates stage when the job is closed Interviewing candidates whom a Recruiter or Hiring Manager is currently in contact with and screening or interviewing These candidates are placed in the Viewed Candidates stage when the job is closed Pre employment Screening candidates have gone through the interview process and n
32. added to the selected job board posting Footers are not displayed on company careers pages The footer has a critical functional significance as it is the primary method by which a candidate will apply to the job Footers contain a merge string that merges in the URL of the job and displays the URL on the job posting when it is posted to an internet job board OpenHire Recruiter and Recruiting Manager Guide Page 34 of 177 SilkRoad Proprietary amp Confidential SilkRoad technology The following figure displays a typical job posting OpenHire to CareerBuilder com The text highlighted in yellow is the footer Note the presence of a link in the footer When a candidate clicks on the link he she is directed back to the same posting on your OpenHire careers page to apply thereby submitting the information into your OpenHire database If the footer was not present the candidate would be left with no way to apply therefore it is of the utmost importance that a footer is selected when posting to a job board Note It is not suggested to include an email address or link to your company s internet home page in the footer as this practice is likely to route candidates someplace other than OpenHire which circumvents the usefulness of using OpenHire as a funnel to collect and centralize candidate records Job Snapshot Location 2500 Woods Hollow Rd Fitchburg WI 53711 Ff Map it Other Fay Negotiable Employee Type Full
33. authorization Resume Content allows you to query the body of the resume to search for terms you define A user can also search both the body of the resume and the user added comments using this sub area This is different from the Keyword field in that you may apply conditions to the search terms Additional Criteria allows you to limit the search results to only those candidates that are associated with a specific hiring stage or job association Additionally you can rank search results against a selected job using the job relevancy filter By default OpenHire will search all hiring stage folders for the terms you define You can limit the hiring stages you want to search within by highlighting the name s of each folder you would like to include in the search Candidate Questions CQE allows you to select Candidate Questions to search on Select each question from the drop down list Keep in mind that CQE questions are not necessarily required so not all candidates will have answers to these questions Up to three questions may be used as filters on searches Electronic Forms eForms allows you to search field values from eForms It is important to note that in order to enable eForm searching your eForm elements must be designated as searchable Up to four 4 eForm fields can be searched at one time OFCCP Compliance Optional customers who are concerned with being in compliance with OFCCP guidelines can enter the reason that t
34. candidate profile can be downloaded out of the OpenHire system to your local computer in an HTML file format To download a profile select the Download this Profile action OpenHire will generate an HTML file of the candidate profile for you to save and share outside of the OpenHire system Note OpenHire will not track any actions taken on a downloaded file Delete this Profile Profiles can be deleted from your OpenHire account To delete a profile select the Delete this Profile action Deleting a profile will move the candidate to the OpenHire Recycle bin and remove the candidate from all reporting and tracking The Delete function is intended to be used judiciously and only in scenarios in which the profile is clearly not a viable record for archiving such as spam or a fictitious submission A candidate profile that has been unintentionally deleted can be restored from the Recycle Bin To restore a candidate profile access the Recycle Bin place a check mark in the checkbox for the selected candidate and click on the Restore icon The lower section of the candidate profile screen displays key data regarding the candidate which is displayed in a tabbed layout Note The Profile Tabs in your interface may include an eForm tab For more information on eForms please refer to Appendix A Snore Resume CV Attachments eForms Evaluations Activity Status History Edit Summary Information Figure 2 76 Candidate Profile Tabs OpenHire
35. closing a job If a candidate is not being considered for a position a Recruiter can manually move a candidate to this shared stage and make the candidate available for other Recruiters to consider for their own open opportunities Open Prospects candidates who have submitted a resume through your web site for general consideration but are not indicating interest in a specific job posting This is a shared stage Archives do not consider candidates that were rejected for a specific position and will not be considered for future positions This is a shared stage Note Proper management of candidates is very company specific If you are unsure of the proper process be sure to speak with your administrator Note Your OpenHire customer administrator can contact the Customer Care Center to prevent candidates from automatically being moved to the Viewed Candidate folder after a job has closed OpenHire Recruiter and Recruiting Manager Guide Page 82 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Click on any listed Hiring Stage either from the Hiring Stages list or pie chart to see the candidates in that stage Candidates are shown in lists of 25 entries per page If more than 25 candidates are in a stage use the navigation links at the top of the list to page through the candidate list Typing in a page number then pressing the Enter key on your keyboard will allow you to jump directly to the selected pa
36. code for the posted position Candidate Name displays the name of the candidate associated with the Job Offer Status displays a status of the job offer A green circle indicates that the job offer is approved A yellow circle indicates that the job offer is pending A red circle indicates that the one or more reviewers have rejected the Job offer A value of N A indicates that no approval path has been defined OpenHire Recruiter and Recruiting Manager Guide Page 56 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Created By the individual responsible for creating the job offer Administered By the individual responsible for managing the job offer Date Created the date the job offer was created Last Changes the date of the most recent change 2 6 Track My Jobs Track All Jobs The Track My Jobs and Track All Jobs screens are the most commonly accessed screens in OpenHire These screens provide information about job postings and current status In addition you have access to review job posting details and additional information about the hiring stage Track My Jobs is a listing of any job postings for which the logged in user is the assigned Recruiter Track All Jobs is a listing of ALL job postings in the system Only Recruiting Managers have access to the Track All Jobs screen From the Track All Jobs screen there is a View As Recruiter drop down in the upper right that allows the user to
37. create creator and department Tracking p pee Approval Req To Be Last Date Approval Code Department Reg Location Reg Creator pii Posted By Reviewer Seat Siis _ Branch Manager 4 Administrative Assistant Accountant II Assistant 2010 02 lt System Human Resources Company HQ Sean 12 Waiting for Nick Generated gt HR838 HQ100 ae SheridanRM Sail Carasia 15 21 00 Response lt System Human Resources Christie Sean Benjamin Nick 02 Pending Prior Generated gt HR838 ae HardyRM SheridanRM Bigney Camii md ate T lt System Advancement Company HQ Blair Sean Ouida Michael ni Rejected Generated gt adv01 HQ100 BrandowHM SheridanRM Linkous Carrino 4709 Wit Reason Administrative lt System Human Resources Jacksonville Christie Benjamin Nick z 10 04 Waiting for Generated gt HR838 JAC201 HardyRM Sheridan Bigney Carasia Response a Figure E 19 Un Posted Requisitions by Date Offer Approval Report The Offer Approval report displays detailed information for job offers made over a user defined date range Offer Approval Report Candidate Name Internal Job Title Approve Date Tracking Code Department Dept No Location Code Approver Approval Status Offer Date Implementation Service123 Harry Richardson Installation Technician IV 177278 921 Chicago Office CHI800 05 15 2008 _ GERV393 Bruce Becker Customer Service TKB 190344 921 Admin Clerical3
38. currently resides in is highlighted Each Hiring Stage represents a specific point in candidate management and flow and moving a candidate through the Hiring Stages is an integral part of candidate status tracking Follow these steps to move a candidate to another hiring stage 1 Click on the new hiring stage 2 Click on the Change to selected stage button Results displaying 2 of 2 Job Score Qualified Source Recruiter Customer Service 0 C yes no local Mandy Anderson Preliminary Stages What would you like to do with this Candidate Select an Action x Cotai cine Job Applicants Captured Offline Candidate Joe Anderson Hiring Stages 123 north west Screening Edit View Portland ME 04103 United States Interview joeanderson email com Offer Extended zi primary 207 555 2413 Change to selected stage Tracked For Career Counselor I 20102040 ae nce Figure 2 68 Moving a Candidate through the Hiring Stages Along the top of the profile screen is a drop down menu of available actions Recruiters and Recruiting Managers can use the drop down menu to add a comment correspond with the candidate and schedule an interview Note The options available depend on the Hiring Stage of the candidate Adding Comments to a Resume Users can add free form comments to a candidate profile at any time in order to record activities or track and share remarks OpenHire Recruiter and Recruiting Manager Guide Page 69 of 177 Si
39. dedicated to growing growing talent talent lt UL gt Come work for the best company lt LI gt lt UL gt Come work for the best company lt LI gt lt LI gt We grow talent e We grow talent lt UL gt lt Ll gt We have great benefits e We have great benefits lt UL gt Call us Call Us lt l gt Come work for the lt l gt best lt I gt Come work for the best company lt gt company OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 158 of 177 49 SilkRoad technology Appendix D CQE Score Calculation The following section provides mathematical examples of how the Candidate Qualification Engine CQE screening questions are scored Question 1 has an Evaluation Weight of 100 This means that the maximum available CQE points for Question 1 is 100 Question 1 has 3 possible answers Answer A 100 points Answer B 50 points Answer C 0 points This means that if a candidate selected answer A he she would receive 100 CQE points If the candidate answers B he she receives 50 points and an answer of C receives no points Question 2 has an Evaluation Weight of 75 Question 2 has 2 possible answers Answer A 75 points Answer B 0 points Question 3 has an Evaluation Weight of 50 Question 3 has 3 possible answers Answer A 50 points Answer B 25 points Answer C 0 points A candidate submits a resume to Job A on the public Website The candidate selects the follo
40. eForms Form Name Description Submitted Actions 1 Application Form Employment Application Form 15 Dec 2009 12 53 PM view download 2 Application Form Employment Application Form 27 Oct 2010 03 57 PM view download Create Modified eForm Figure A 5 eForms SilkRoad Proprietary amp Confidential Page 153 of 177 49 SilkRoad technology Appendix B Background Check Service Integration B 1 Overview of OpenHire s Background Check Service Integration As a separately purchased service OpenHire can be integrated with a customer s background check vendor so that requests can be made and results reviewed within the system Note The primary source of information for a background check is collected from candidates using the OpenHire eForm module B 2 Initiating a Background Check Request Background check requests are initiated from the candidate profile screen Because of the nature of how background check files are generated and posted to vendors requests cannot be initiated on multiple candidates from a list Follow these steps to initiate a background check request 1 From the candidate profile screen select Initiate Background Check from the drop down of available actions This will prompt a new browser window to open containing the Background Check Request form What would you like to do with this Candidate Candidate Robert L Stephenson Edit View 5 Sith Awe Scenic City ME US 33333 n
41. file For Lotus Notes all versions 1 Right click the attached iCalendar ics file and then choose View Click Import All A new broadcast email message is added to your Inbox Open the new message Click the Respond button A message appears Click Accept to store the appointment in your Lotus Notes calendar 2 3 4 9 Note The iCalendar instructions also appear in the content of the Interview Request notification email sent to the interviewer via OpenHire OpenHire Recruiter and Recruiting Manager Guide Page 132 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Follow these steps to complete an interview request 1 OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential From the Interview Request screen click on the name of the candidate This places you on the candidate profile screen allowing you to view the details of the candidate s record Complete the interview review process using the Action items at the top of the screen Here you can complete the interview questions rank the candidate and add comments Available Action Item Options Rank Candidate select this Action to access the Ranking Criteria for the candidate The Ranking Criteria are used to provide general feedback about a candidate s ability to perform for your company Ranking criteria are general not job specific If you provided Ranking Criteria feedback during the candi
42. fuzzy match 2 Posted in the past All z 3 Choose Department s ALL Acclimator Systems 555 00 Accounting Acct Admin Clerical3 ADM550 4 Choose location s ALL Berlin Ber Berlin BER Brazil BRAZ900 5 Active status C Active Inactive Both Perform Search Cancel Figure 4 8 Job Search OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 119 of 177 49 SilkRoad technology The Candidate Hiring Process This is the fifth chapter in a series of six chapters of the OpenHire Recruiter and Recruiting Manager User Guide This chapter provides information on the following Overview of the Hiring Process Selecting a Candidate for Review Review Request Interview Request Extending Offers Pending Offers Hiring Candidates 5 1 Overview of the Hiring Process Recruiters are able to forward candidate profiles for review and send interview requests individually through the candidate profile screen or as a group of up to 25 Interviews and reviews are tracked and feedback is stored within the system After candidate reviews and interviews an offer can be extended and managed within OpenHire Recruiters are able to send offer letters to candidates directly within OpenHire and store pertinent offer hire information By accessing a candidate s user profile review interview offer and hire information is easily viewed 5 2 Selecting a Candid
43. hiring manager that requisitioned the job posting The name of the hiring manager can be displayed on the job listings for internal applicants Selecting the appropriate hiring manager DOES NOT give that user access to view the candidates for the job posting Industry select the most appropriate industry for your company This field is only used when posting to some 3 party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Business Function select the most appropriate business function for the job posting The business function should correspond to the type of work that the position involves This field is only used when posting to some 3 party job boards It is not posted to OpenHire hosted internal and external job listings sites Budgeted Salary enter the budgeted salary for the job posting This field accepts numeric characters only It is not posted to OpenHire hosted internal and external job listings sites Budgeted Currency select the international currency in which the job salary is paid Budgeted Quarter select the budgeted quarter for the job posting This field accepts numeric characters only It is not posted to OpenHire hosted internal and external job listings sites Budgeted Year select the budgeted year for the job posting Fee Agency if you want a fee agency to be able to submit resumes for the job posting choose the agency from the list Multiple agencies can be selec
44. icon not only displays the count of applicants deemed relevant to the job posting but also serves as an active link to those records A Hot Match is initially calculated when the job record is created Clicking the flame icon will run a real time search for additional Hot Match applicants and then display the results Hot Matches Career Counselor I 20102064 Return Displaying 1 to 1 out of 1 records Match gt 50 Copy To Hiring Stage Candidate Location Source Enter Date gt Current stage Last Modified Current Stage Elizabeth Gleason Greenwood Village Jul 24 2008 Mar 9 2010 9 45AM Viewed Candidates Figure 2 56 Hot Match Results Page 1 of 1 ed Perform Recruiting Activity Job Trackingcode Assigned Recruiter Job Location Location Code Evaluation Fail Flaq Disposition Qualified Field Service Technician 205134 921 A BorjaRM Jacksonville JAC201 Offer Not Defined No Candidate Declined Job Note There are several reasons why the newly generated results may differ in count from the original Hot Match number The number could increase due to new applicants that have entered the system since OpenHire last run its comparison The number could also rise or fall if any details of the job posting have been updated since OpenHire ran its comparison or if candidates have been deleted or recycled OpenHire Recruiter and Recruiting Manager Guide SilkRoa
45. job posting Require eForm Submission optionally choose to require eForm submission Job Status the job status indicates whether the job is actively being recruited for and controls which company applicant interfaces the job will be posted to Note The Job Status field does not control posting to 3 party internet Job Boards NormaH Int Ext Applicants allows for internal and external candidate submissions The job posting will appear on the public external and internal intranet applicant interfaces In addition the job is available to Fee Agencies if any Fee Agencies are selected on the Department Information screen of the job posting process On Hold the job is not currently being recruited for If a job is created with an on hold status the job will not be posted to any public or internal interface Note If a job is created with a status other than on hold and posted to one or more 3 party job boards i e Monster CareerBuilder etc and then placed on hold after posting the job will not pulled from the 3 party job boards Internat only internal candidate submissions are being accepted for the position If OpenHire is hosting your company s internal intranet applicant interface the job will appear on this interface only Externat only external candidate submissions are being accepted for the position If OpenHire is hosting your company s public external applicant interface the job will appear on thi
46. making the necessary updates choose Apply Your profile information is updated Note Your password must meet the password validation rules configured for your company Upon submitting an invalid password a warning displays Additional information about each field issue can be found by hovering over the field with your mouse Login Information n Username recruiter You have chosen to update your password Please provide and confirm your new password in the form below Please adhere to the following when creating your password Password cannot match the defined login email address Password s length must have a minimum of 8 and a maximum of 30 characters respectively Password should have the following format only contain letters and numbers and have at least 1 upper case character Once you have completed the process we suggest that you logout and use your new password to confirm that the update was successful Current Password ecccccccccces New Password eocccccce AConfirm New darci A EATER Figure 1 5 Reset Password It is important to sign out of OpenHire when you are finished using the application Use Note After 59 minutes of inactivity you are logged out of OpenHire automatically OpenHire Recruiter and Recruiting Manager Guide Page 10 of 177 SilkRoad Proprietary amp Confidential 1 3 Overview of the Navigation Bar 49 SilkRoad technology Note This manual discusses the functionality assoc
47. no character limit on this field The Required Skills field will accept HTML tags for advanced text formatting Required Experience enter any required experience for this position There is no character limit on this field The Required Experience field will accept HTML tags for advanced text formatting Description Skills Job Description X a a Ge Ge e e nds Paragraph v Fontfamily Font size B Z U Path p Required Skills X Ga Gh Gy e l N T Format v Font famiy Font size Bf U Path Required Experience 4a Gy iy Gy Format Font family Fontsize Figure 2 43 Description Skills OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 49 of 177 43 SilkRoad technology Internal Fields Internal Skills Candidate Should Possess enter any notes about the skills required to perform the job Only OpenHire users will be able to view the internal skills Applicants cannot view the contents of this field Internal Notes on Position enter any notes about the job Only OpenHire users will be able to view the internal notes Applicants cannot view the contents of this field Internal Fields Skills candidate should possess Interna sae amp amp Format Font family Fontsize Path Notes on Position Interna sae amp amp ce 2 MO lca Format v Font family Fontsize B Z Figure 2 44 Interna
48. not completed this column will be blank CQE displays the candidate s CQE Candidate Qualification Engine score as a decimal The maximum score for any candidate is 1 00 or 100 The evaluation column is calculated as Total points candidate received Total points available Note For more information about the Candidate Qualification Engine please refer to the Candidate Qualification Engine Guide which can be downloaded via the Customer Care link 3 8 Review Requests Review Requests are sent via email with a copy of the candidate s resume attached The email also contains a link to the OpenHire login page If you are an internal recipient meaning you have access to OpenHire click on the link and then enter your OpenHire User Name and Password to access OpendHire If you are an external recipient you are able to provide feedback via email The Review Requests screen contains a listing of ALL pending and completed resume review requests Only review requests associated with a currently active job are displayed Once a job is closed any pending completed review request records associated with that job are removed from this screen OpenHire Recruiter and Recruiting Manager Guide Page 104 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Review Requests Listed below are Review Requests made by Recruiters view instructions Displaying 1 to 1 out of 1 records Page 1 of 1 Remove Select
49. on the column heading Click on the column heading once to sort in ascending order Click again to sort by descending order OpenHire Recruiter and Recruiting Manager Guide Page 14 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Jobs Dashboard View as Recruiter All x All Jobs Track All Jobs Job Board Effectiveness Top 3 Advanced Job Search 15 rINTERNAL HOLD 7 EXTERNAL ay NORMAL CAREERBUILDER COM a Responses Career Site Postings Career Site Tracking Code Title Department Location Submittals Aging Share Priority 102 81 81 102 81 102 81 164 164 587 Corporate Headquart 20102025 Registered Nurse Human Resources Jacksonville m Corporate Headquart 20102041 Customer Service Services Hillsboro Customer Service CS 20102041 Customer Service Services Hillsboro Campus Recruiting 20102025 Registered Nurse Human Resources Jacksonville Campus Recruiting 20102041 Customer Service Services Hillsboro Distribution Hub 20102025 Registered Nurse Human Resources Jacksonville Distribution Hub 20102041 Customer Service Services Hillsboro Corporate Headquart 20102009 Training Specialist II Advancement Montgomery Distribution Hub 20102009 Training Specialist II Advancement Montgomery Ainintolrolyol ol o wo wo m m ee m m Distribution Hub 205134 921 Field Service Technician Acclimator Systems Jacksonville Page fa of 9 View 1 10 of 81 Job Board Postings Bo
50. only searches on a candidate s resume information It will not find candidates based on their contact information 3 7 Interview Requests The Interview Requests screen contains a listing of all scheduled and completed interviews requests Only interview requests associated with a currently active job are displayed Once a job is closed any pending completed interview records associated with that job are removed from this screen Click any column heading to sort the listing by the selected column Click the column heading a second time to sort in reverse order Interview Requests Listed below are Interview Requests made by Recruiters View Details Displaying 1 to 3 out of 3 records Page 1 of 1 Reschedule Selected Remove Selected ali Interviews x Candidate LOCHOR Requester Job Title Date Requested Interview Info Date Completed Evaluation COE JobScore Request Status C mm Pending Jeff Barrett E Gail RM Account Manager 02 04 2010 02 04 2010 0 09 Yo 3 59 889 Newport Beach CA US 60000132 3 52 PM 4 00 PM Eastern Time US Canada No Location Specified 60 min Accepted Jason A Zajac E Gail RM Account Manager 02 04 2010 02 04 2010 St Clair Shores MI US 60000132 3 55 PM 5 15 PM Eastern Time US Canada No Location Specified 60 min Figure 3 27 Interview Request Screen OpenHire Recruiter and Recruiting Manager Guide Page 103 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad t
51. perform searches for candidates and job postings In addition the search functionality includes search filters to help narrow results 4 2 Candidate Search The Candidate Search screen allows Recruiters and Recruiting Managers the ability to search for candidates using keyword searches as well as basic or advanced filters Search results can also be sorted based on their relevance to a particular job posting From the left navigation bar users can perform a quick search by entering a candidate name in the search field and clicking on Go Search results are immediately displayed The Basic Search option allows users to perform a search on Who What amp When After entering the basic search criteria choose Find Who candidate s first and or last name What keywords resume amp comments When the date the candidate entered the system entered in days Keywords can be words or phrases that describe a candidate s professional experience previous locations or employers The keywords field searches against the Resume Body field of candidate profiles looking for exact matches Note Keyword searches are not case sensitive Multiple keywords can be entered and should be separated with a space The space is interpreted as an AND in the search logic However exact phrases should be separated by double quotes For example entering customer service representative in quotes will return results in which the exact phrase is found in
52. she is the first recipient of the requisition approval request The second level of approval should be defined as Reviewer No 2 and so forth Note If your company maintains an approval list you must select the Reviewer from the drop down menu The reviewer information is pre filled with the reviewer information provided from the approval list If the reviewer is not in the drop down you must submit an updated reviewer list to SilkRoad Customer Care Center Follow these steps to create an approval path 1 Type in the reviewer s First and Last Name or select the reviewer from the drop down menu 2 Type inthe reviewer s email address The Last Date Sent field will be populated by OpenHire when an approval request is sent Leave this field blank Type in the Reviewer s Title job title This information is optional Type in the Reviewer s Phone Number This information is optional Enter the Reviewer s Department This information is optional The approval status will be populated by the system when an approval request is sent It can also be updated manually by the Requisition Administrator or a Recruiting Manager if desired The Approval Status is set to Waiting for Response if no action has been taken The Approval Status is set to Pending Prior Approval if the previous reviewer in the chain has not yet approved the requisition The Approval Status is set to Approved if the reviewer has approved the requisition via the Appr
53. the Approve link in the email the reviewer s approval status value is updated to Approved the approval date is recorded and an email notification is sent to the person who is selected as the Requisition Administrator on the requisition In addition an approval request is sent via email to the next reviewer in sequence reviewer 2 If the first reviewer clicks on the Reject link the reviewer s approval status value is updated to Rejected With Reason and the reviewer is prompted to send a reason for rejection back to the person who is selected as the Requisition Administrator on the requisition In this case based on the reviewer s rejection the next reviewer in the sequence is not sent a message and the review process is suspended until the reason for the rejection is addressed Once the Requisition Administrator receives the rejection notification he she can log in to OpenHire to update the requisition and re send the approval request to the reviewer who rejected it Alternately the Requisition Administrator can manually update the approval status of a rejected requisition to Approved If the approval manager uses this alternate method he she can then click the Email Reviewer button for the next reviewer in the approval path If each reviewer along the approval path clicks Approved then OpenHire will continue emailing approval requests to the reviewers in sequence until all approval statuses are set to Approved Once the last re
54. the changes to the job posting 5 Click on the Boards link at the top of the page Position Details Approval Details Department Priority Categories Attachments Questions Figure 2 32 Selecting the Boards Link 6 Place a check mark in the Post Repost column for each Job Board you want to send the updated job posting to This will allow you to resend the job to the posting queue so that the updates can be applied Note If the job was previously posted to any job board the status of the job will be Posted Job Board Boardi header 1 footer 1 Post Repost Deactivate Status Status Request Posted Deactivated d Posted 05 19 2009 05 19 2009 ha 11 54 11 54 Select Header Header No 1 Select Footer Footer No 1 Job Board Board header 1 or 3 footer 2 or 4 Post Repost Deactivate Status Status Request Posted Deactivated d d Posted 05 19 2009 05 19 2009 11 54 eh Lite Select Header Select Footer Figure 2 33 Reposting a Job to a Job Board Important Facts about Editing Jobs on an Internet Job Board Not all job boards operate in the same way Some boards permit unlimited edits while others do not allow edits at all In addition some boards charge for certain edits It is important to understand that if you request an edit a job board may charge you an additional posting fee It is neither within SilkRoad s control or responsibility to inform our customers about a job board s pricing poli
55. the job posting Candidate Name displays the full name of the candidate Municipality displays municipality associated with the candidate Region displays the region associated with the candidate OpenHire Recruiter and Recruiting Manager Guide Page 113 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Country displays the country associated with the candidate Source displays the source of candidate s resume Enter Date the date the candidate entered OpenHire Last Modified the last modified date indicates when the last update was made to the candidate record Current Stage displays a candidate s status based on that candidate s movement through the hiring stages The Recruiter is responsible for updating the status of the candidate Recruiter Name displays the full name of the recruiter Location displays location name and location code associated with the job posting Evaluation displays the candidate s CQE Candidate Qualification Engine score as a decimal The maximum score for any candidate is 1 00 or 100 The evaluation column is calculated as Total points candidate received Total points available Failed The fail flag column indicates a fail response to a yes no or multiple choice formatted question Disposition displays the disposition value which is used to indicate why a candidate has been rejected for future reporting purposes These values are assign
56. the view jobs by a specific Recruiter or select the option of All to see all job postings in the system Track All Jobs View as Recruiter tan Track jobs by Open Closed Filled Dept Client Status Hiring Stage Categories Managed By Susan 1 Corp Hot Reviews Interviews Resumes Match Requested Job Title ae ompleted Completed Farthest Company Location Recruiter Hiring Manager Stage Workflow Accounting Clerk II 2 Offer 209290 921 1 o 4 1 Susan 1 Corp J Recruiter Extended Corporate Chief Executive Officer 0 0 o 0 Jeff Recruiter J Recruiter Corporate 20102062 Customer Service Rep I Customer 30102008 o 0 Tina Woita J Recruiter GANA Company HQ HQ100 Figure 2 51 Track All Jobs OpenHire Recruiter and Recruiting Manager Guide Page 57 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology There are several types of job tracking screens Each screen is accessible via the Track Jobs by links at the top of screen Track All Jobs View as Recruiter All Track jobs by Open Closed Filled Dept Client Status Hiring Stage Categories Figure 2 52 Track All Jobs Open displays a list of all open active job postings Closed displays a list of all closed inactive job postings Filled displays a list of all filled job postings A filled job posting is defined as any active or inactive position for which there is a Hired candidate
57. to a search folder from the search result screen by clicking on the Save Results link at the top of the page Follow these steps to save your results 1 Click on the Save Results link at the top of the screen 2 Select a folder and define a name for your search results 3 Choose Save Results OpenHire Recruiter and Recruiting Manager Guide Page 99 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Resume Groups Resume groups are created when a list of search results are saved or when a scheduled search runs Resume groups inherit the permissions of the search folder that the group resides in so they may be private or shared The creator of the resume group is known as the group owner Resume groups contain references to candidate profiles not the candidate profiles themselves Each row in a resume group is a pointer to a candidate profile Clicking Edit next to a group name allows you to copy the group to another folder that you have permissions to Ownership of a group can be given to another user by editing the group and selecting a different user from the owner drop down Only the group owner may reassign ownership of a group to another user Search Folders lej Saved resume group amp Saved search My Folders for User Gail Emily y _ More Saved Searches UNFILED z fj New Results Define New Folder Shared Folders I Show al Define New Shared Folder Figure 3 22 Ed
58. to each job on the Job Tracking pages e Set the High priority field for the length of time it will take a position to become high priority by using the No More than text box These job postings will have a red indicator e Set the Low priority field for the length of time it will take a job posting to become high priority by using the No Less than text box These job postings will have a green indicator Job postings that fall between the two parameters have a Normal status and will have a yellow indicator The overall timeframe measurement can be defined in terms of days weeks or months using the drop down menu on the right Note The priority assigned to a job posting does not affect the posting status in any way nor will it alert recruiters to the changes in priority via any other means beyond the indicator markers OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 24 of 177 49 SilkRoad technology Priority Settings Time Measurement Day s Set timeframe Priority Status No More than 30 HIGH io No Less than 7 am LOW NORMAL Continue Figure 2 9 Job Priority Step 4a Select a Job Category 1 Select the Job Category 2 Choose Continue Select Job Categories Details Select a Job Category by clicking the radio button to the left of the category A job may only be assigned to a single job category The select
59. to reassign the job to and click Reassign Recruiter or Manager Reassign Job Posting Select from the available recruiters to reassign the Career Counselor I Job Posting i 2 Reassign Manager Reassign Recruiter 9 9 2 Current assigned Recruiting Manager Recruiting Current assigned Recruiter Mandy Anderson Manager Jane Recruiters Select Recruiter Recruiting i Select Manager z Managers Reassign Recruiter Reassign Manager Return To Job Postings Figure 2 27 Reassign a Job OpenHire Recruiter and Recruiting Manager Guide Page 38 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Note In order to reassign the Hiring Manager you must Edit the job posting and choose the Department tab to view edit the selected Hiring Manager Note Currently there is no bulk reassignment tool available For a large number of records we offer reassignment as a chargeable service Deactivating Jobs Follow these steps to deactivate a job 1 From the Navigation bar under Job Postings choose Manage Jobs 2 Select the Job you want to deactivate 3 Scroll to the bottom of the screen and click on the Deactivate Selected Job button Note Jobs can also be deactivated closed when a candidate is placed into a Hired status in OpenHire Location Date Created Job Title Department Location Recruiting Last Modified Tracking ID Department Code Code Manager Recruiter Hiring
60. what you look for in a manager or supervisor Question Weight N A Leadership and consistent communication 3 Select your proficiency level with MS Office tools Figure 5 15 Interview Questions Page 133 of 177 49 SilkRoad technology Complete Interview to complete the interview feedback process select the Finish Interview Action from the drop down This opens a new browser window containing the Complete Interview screen Use the drop down menu to select an interview evaluation and enter an optional evaluation comment to elaborate on your selection Enter this information and then press the Submit button to complete the interview When you click the Submit button your interview evaluation and comments are sent via email to the requester Recruiter who sent you the interview request It is also recorded in the resume History tab as a comment in the profile Note For more information about the Candidate Qualification Engine please refer to the Candidate Qualification Engine Guide which can be downloaded via the Customer Care link 3 Once you have entered the necessary information select Complete Interview from the Action drop down menu 4 Select an evaluation from the drop down menu and enter a comment 5 Click on Submit This allows you to complete the review process and notify the requester Follow these steps to edit interview feedback 1 From the Interview Requests screen click on the
61. 0 is user defined Workflows All v Take Action Change Job Association Perform Recruiting Activity x Applicant Results ry Candidate Name Municipality Region Country Source Enter Date Last Modified TT Matthew Franz Skokie United States Netflix Careers 11 12 2008 8 20 2010 7 39 AM I Cayenne Woods test Alabama United States Employee_Referral 5 19 2009 7 26 2010 9 59 AM l Andrei test Ivanov test Alabama United States Employee_Referral 5 19 2009 4 18 2010 11 09 AM l Manish Amde La Jolla Nevada United States Netflix Careers 1 14 2010 7 26 2010 9 59 AM l Thomas Edwards Jacksonville Florida United States Simply Hired 6 22 2010 8 4 2010 9 29 AM l Davidadsf Ringlasdf Austin Alaska United States Monster 6 22 2010 8 4 2010 9 29 AM l ASHLEY Test Person Columbus Ohio United States Campus Career Center 6 22 2010 7 11 2010 1 39 PM M James Latchaw Duluth Georgia United States Monster 7 1 2010 8 19 2010 5 27 AM I fsdfs sdfds sdfds Mississippi United States Monster 7 29 2010 8 4 2010 9 29 AM I Jack Smith Chicago Illinois United States local 10 19 2010 10 22 2010 5 24 AM i R Columns Page fx of 7 10 View 1 10 of 69 Figure 4 2 Search Results OpenHire Recruiter and Recruiting Manager Guide Page 112 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology Column Headings Search results are displayed in a list format providing detailed information about the candidate including region country source enter da
62. 015 2234 kowakee drive Honalulu 65984 a Hired Selected Hoang_Dang sarah hill w 597 713 555 1234 ps 321 987 5621 Primary Secondary an So Phone Phone aiiai Status Defined Qualification Status Defined Qualification ord Co Current Location Department Hiring Stage Company ag HQ Support Hired HQ101 cc012 Offer Extended Chicago Office CHI303 Customer Support cc012 Customer Support cc012 Chicago 713 555 1234 Offi ice CHI303 The Budget report provides a quarterly and annual comparison of job budgets vs hired salaries The report can be filtered by company location department hiring manager recruiter and quarter year Budget Report 2 Hiring g Budgeted Hired Date Posted Hire Date Job Title Department Company Location Manager Recruiter Salary Salary Info for 2010 Budgeted Quarter No 1 01 16 2010 oi Resource Coordinator a DIOTEST ENG pee ad eR Sinha Tester QA 02 09 2010 02 09 2010 Test Burning Glass Job 145 Test Dept IMP69 Braga Nick Braga Nick 100 000 00 quarter Total 100 000 00 eS ee ee ee aas Total Year Figure E 16 Budget Report OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Total All Quarters 100 000 00 100 000 00 0 00 Page 168 of 177
63. 1 has approved the offer the offer approval request is sent to Reviewer 2 and so on down the line to the final approver Once the final approver has approved the offer the Approval Administrator and the Offer Creator are notified via email that the offer has been approved and they can generate an offer letter OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 136 of 177 49 SilkRoad technology If at any point a reviewer rejects the request the Approval Administrator is notified via email and it is his or her responsibility to update the offer and resubmit it for approval The Review in Sequence box must be checked to use this method In a non sequential path all Reviewers can be informed of the offer request at the same time by pressing the Email All button or the Approval Administrator can manually initiate each review request one at a time The Review in Sequence box must not be checked to use this method For each level of approval enter the reviewer s information in the provided fields under the Review amp Approval Details section of the form Reviewer 1 should be the first level of approval Reviewer 2 should be the second level of approval and so on Note If your company maintains an approval list you must select the Reviewer from the drop down menu The reviewer information is pre filled with the reviewer information provided from the approval list If the reviewer is not
64. 2 147 483 647 Y aai gt Assigned amp Ga Gi 2 9 alo 2 vrm is Recruiter Format Font family Font size B Z U Z EJA Hiring Manager candidatename Thank you for your interest in career opportunities with companyname At this time it has been determined to close the Company Name jobtitle position and not move forward with filling this role We truly appreciate the interest you have taken and encourage you to view other opportunities on our website Thank you again for your continued interest in opportunities with companynames s Sincerely jobrecruiter Human Enter Date Resources companynames aaa Candidate s Name Candidate s Residence Position Title Job Location zj Path Send Email Preview Return Figure 2 63 Candidate Correspondence Note When using the CCE to correspond with candidates you may attach files and use the Cc and Bcc options Deleting Candidates Multiple Candidates can be deleted through the Resumes screen Up to 25 candidate records may be deleted at a time Follow these steps to delete a candidate 1 From the Resumes screen place a check mark next to the candidate s you want to delete 2 Using the drop down menu at the top select Perform Recruiting Activity gt Delete Selected OpenHire Recruiter and Recruiting Manager Guide Page 66 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Resumes Take Act
65. 2 2 Jobs Dashboard The Jobs Dashboard allows for easy access to detailed job information The Jobs graph is interactive and provides Recruiters or Recruiting Managers with access to job posting details The Job Board Effectiveness graph displays the number of postings responses and hires for the top Job Boards used by the customer Recruiting Managers can use the View as Recruiter drop down at the top of the page to view by a specific Recruiter Recruiting Manager or use the All option to view information for all Recruiters and Recruiting Managers By default a Recruiting Manager s dashboard view displays information for all Recruiters and Recruiting Managers Additionally Job Postings are listed on the Joos Dashboard separated by posting type Career Site Postings iPostings ePostings and Job Board Postings Click on any posting title to view the posting details Jobs click on a group in the graph to track jobs Jobs are listed based on their status Hold Internal Normal Use the Track My Jobs link to view a list of your jobs Job Board Effectiveness mouse over a group in the graph to view response posting or hire information The job boards listed are based on the boards configured for your company The available job boards are listed under Resources on the Navigation bar Choose the Advanced Search link to use additional search filters to locate postings Note Career Site Postings and Job Board Postings can be sorted by clicking
66. 3 OpenHire Recruiter and Recruiting Manager Guide 49 SilkRoad technology Uploading Candidates OpenHire includes a tool called the Candidate Upload that can be used to import candidates from a local or networked drive In order to use the upload tool the candidate s resume must be in a folder on a drive that is accessible from the user s local computer Resumes cannot be captured directly from email If the resume arrived in your local email program the attachment must be saved to a locally accessible directory prior to uploading the resume into OpenHire Supported file formats for capture include Word doc docx Rich Text rtf Plain Text txt HTML htm html and pdf converted to text not obtained directly from a scanner as these are images rather than text based files Follow these steps to capture a resume from a local file 1 From the Navigation bar under Candidates choose Upload Candidates This will load the Upload Candidate tool in a pop up window 2 Click on the Browse button and then navigate to resume file 3 Select the file in the window and then click the Open button 4 From the Offline Browser click the Upload button This will load the resume in the Offline Browser window C Documents and Setting Browse Upload OR Manual Entry Supported file types are doc docx rtf pdf htm himi or ixt Note about PDF files PDF files are only considered an acceptable file type if the co
67. 43 SilkRoad technology Fee Agency Vendor Information The Fee Agency Vendor Information report displays fee agency information along with the number of candidates submitted and hired for each Fee Agency Vendor Information Fee Agency Add ci Stat e ges eer u lt Email Login P Sub Start Sub Exp Rate didat didat Agency iaa ress City ate ser ar sers s Emai iama asswo Date Date ate oe Ca ates Notes Case 71053 NC Testing testing1 yahoo com silkroad password 10 23 2008 10 27 2009 Agency Test SRT agency NC Testing testingi yahoo com testagency abc123 4 3 2008 4 3 2009 Agency testingagencylog NC eats testing1 yahoo com testing1 abc123 1 1 2008 1 13 2010 Figure E 17 Fee Agency Vendor Information Time to Fill The Time to Fill report displays time to fill and time to start metrics for all jobs where a candidate entered the hired stage over the user defined date range The report can be filtered by hired date department company location recruiter and hiring manager For performance purposes the reports uses the date stored in a data mart to ensure large sets of data can be extracted in real time Time to Fill i Number Number Days Days Hired Internal Job of Filled t to Candidate Source Open Date Openings Positions Fill Start Name Hired r Hiring is i Date Start Date Recruiter Manager Active Inactive a Jo Department Location Statu
68. 9 Dean Smith aan 2 not to self N Recruiting identify Say Two or Quality Assurance Specialist Chicago 139 Office Quality Assurance Chicago 138 Office not tos self Unknown INTERNAL Hired Selected Hired Selected Hired Selected Peters O TooleRM Sarah Hill Sarah Hill Chose 1200 2 06 27 2009 08 05 2009 FRANK FOWLER to N Company Web arae more Chose N identify not to SRT QATester N Unknown Unknown INTERNAL Specialist Quality Assurance I choose not to self Chicago Office Specialist self identify Test SRT TechSupport 138 1200 2 07 01 2009 08 05 2009 Cayenne Woods Y Hired Selected Sarah Hill 1400 Downtown o TooleRM College Chicago Football Sport 141 office 04 17 2010 Analyst Figure E 6 EEO Data Report OpenHire Recruiter and Recruiting Manager Guide Page 163 of 177 SilkRoad Proprietary amp Confidential SilkRoad technology Approved Requisitions by Date The Approved Requisition by Date report displays all approved requisitions that have been posted as jobs w Approvers The report can be filtered by approved date company location requisition creator department and filled unfilled Approved Requisitions By Date Req Reviewed Date Date 2 Tracking Job Req Approval and p Boxtel Job Title Code Department aaa Job Status Reg Creator Aiaia pe Reg Poster Recruiter By 2008
69. 9 SilkRoad technology OpenHire Functionality Overview This is the first chapter in a series of six chapters of the OpenHire Recruiter and Recruiting Manager User Guide This chapter provides information on the following An Overview of OpenHire Using OpenHire OpenHire Navigation Bar The Recruiter Dashboard 1 1 OpenHire Functionality Overview OpenHire s automated system allows recruiters hiring managers and human resources personnel to focus on core recruiting activities while minimizing costs and administrative processing Effective candidate tracking and reporting tools allow managers to carefully control referral agencies reduce fees and increase the quality of each hire Note This manual provides information for Recruiters and Recruiting Managers Hiring Manager Users should refer to the OpenHire Hiring Manager User Guide for detailed information specific to their role 1 2 Using OpenHire Follow these steps to log in to OpenHire 1 Navigate to company silkroad com 2 Log in using your User ID and Password Note Your Administrator will provide you with a User ID and Password for your initial login OpenHire Recruiter and Recruiting Manager Guide Page 5 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 3 Click on Login As a Recruiter or Recruiting Manager you are placed on the Recruiter Dashboard upon logging in Open recruiting management Fae User
70. CeSSs cccccccseeeeeeeceeeeeeeeeeeeeeeeeeeseaeeeeeesaaeeeeeeeeas 136 9 5 3 Defining the Approval Path ccc ccccccssseceeeesesseeeeesseaseeeesesaaseeeesssaaseseesseaneeneesaas 136 5 5 4 The Offer Approval Process ccccccccccccssssssssesssseeeeeeeeeeeeeeeseeeesaeeessssseseeeeeeeeeeeees 138 D9 Saving Offer Approvals weiss seiesiva ashsasexawdsis2rocdinsetawneisessehsavoudstrasnrondidevaetwurasachiananaes 138 5 5 6 Finalizing an Offer Approval REQuUEeSt sscccccsssseeceeeeeeseeeeeseeeeeeessseaeeeeeeseas 138 559 7 Deletingean Offer ROQUCSTE sessrsssooei n E a a 139 520 6 EdrONer IMOM sss TAE AE ADD 139 5 5 9 View Offer Letter ccccccccccssssscceeceeseececcceeseceeeceesseceeeeeauseeeesesaeeeeesseageeeesssaaaes 139 5 6 Pending Job Offers ce eecccccecceeeeessseeeeeeeeeeeeesseeeeeeesseeeeasceeeeeesseseasseeeeeeesseneasseeeeeeeennaas 139 5 7 Hinng candidis osrin a aaa Aia 140 Dal Edit Candidate Hiring Information ccccccccccccceceeesseseeeeeesseeeeeeeeeeeeeesssaeseeeeeees 141 RS OIE TOOS eaaa cee ve ede edocs seen oe ee E EEE a EEEE 142 CA RI SOUS rape ceataastcs cea eae ctaece bar ou tata ctoal hi nwreairateae uel naa duasdeaneale daar casa Aael oa neeteaeanan aan 142 6 2 MANAGING Repor ACCOSS seisein T TERA a ATERATER 143 OS ROLON gt 0 0 2 ane EE E A eee R E E E eee ee 144 6 3 1 Data Marts and Data Synchronization ccccccccssseeececeeeeeeaeeeeeeeeeeessaeaeeeeeee
71. Criteria score as well as questions answers and scores associated with the CQE Candidate Qualification Engine prescreening engine The details of the candidate Ranking Criteria Score can be viewed in the Evaluations tab by pressing the Edit button beneath the Ranking Criteria score The CQE Evaluation Score provides a percentile grade indicating how a candidate responded to yes no and multiple choice formatted questions The Failed CQE Question will display a Yes if the candidate provided an answer that disqualifies him or her from being considered A No displays if all responses are in line with acceptable answers to questions A N A value displays if the position does not have any associated questions or the candidate came from a source in which the questions were not presented for example a manually imported candidate profile The Evaluations tab also allows a Recruiter who is screening a candidate to respond to any questions that may be defined in the Recruiter Screening section Pressing the arrow icon displays any questions related to candidate screening to which a Recruiter can provide answers by clicking on the Submit Answers button Responses to screening questions collected from a direct resume submission and collected by interviewers are visible in the Job Related and Interview areas of the Evaluations tab OpenHire Recruiter and Recruiting Manager Guide Page 78 of 177 SilkRoad Proprietary amp Confid
72. Details Department choose the Department the job should be associated with Once you begin typing a list of acceptable values display The Department name can be displayed on the job listings for internal applicants Budgeted Salary enter the salary budgeted for this position This information is not shown to applicants Budgeted Currency select the international currency in which the job salary is paid Budgeted Quarter enter the quarter that the salary was budgeted in This information is not shown to applicants Budgeted Year enter the year that the salary was budgeted in This information is not shown to applicants Budgeting Details Department Budgeted Salary Budget Currency USD United States Budgeted Quarter 4th Quarter sa Budgeted Year 2010 be Figure 2 42 Budgeting Details OpenHire Recruiter and Recruiting Manager Guide Page 48 of 177 SilkRoad Proprietary amp Confidential Description Skills 49 SilkRoad technology Note OpenHire s text editor allows users the ability to quickly and easily create job descriptions and enter required skills and experience See Appendix C Using OpenHire s Text Editor for additional information on using OpenHire s HTML editor Job Description the description of the job There is no character limit on this field The job description field will accept HTML tags for advanced text formatting Required skills list the required skills for the job There is
73. E 1 4 Budgeting and Fee Reporting ccccccccssssscccccseseeceeeceesecececseseceesseeeeeessssagseeess 168 Ekoa Caradio RE ON pana eed mentee eee eter oer ee een E 170 B16 Openblire User ReMOm ii cucereasca a a a o 172 E 2 interactive Reporting upicccpeecanceseetactentaceindnectacdeusnsadtmnctscuseeuiceasnechoutinintaestaediatinceeaceeebans 172 E 2 1 EEO RODO a E E 172 E22 10S glo 216 JODS inneni E E E ET 173 E 2 3 Approved REQuiSitions cccccccssssecceeeeeeseceeeseeeseceeesseaseceeesseaeceeessaaeeeeeessaeeees 173 E 2 4 Un posted ReQuiSitions ccccccssssccccecseseecceeceeeeeceeeseeeeceeesseaeeeeesseaeeeesessaneeeees 173 E 225 Interview StatUS esnemesi iiaea iaaa aio 173 E 26 Reviews Status 0 ccccccccsccccsssescecenssccceseeeceeeeccccosseeeeeeesecccasseeeeesesssccsseseeeeenceees 173 E 2 7 Redundant Resumes sence cntencdeantsmedcnicascennciacsecndnecdasntensdesnionscesedsnedestdvecsenntesedescs 174 E CUS IO I REPONN yes cace cede nnastens oyee sects sacteeeanaenencescsceadaneen ase acoetady ase ER E ON EEA EEN 174 E 3 1 What is a Custom REPOFt cccccccccssssseeceeeecseeeeseeeeeeeeeeeeeseeeeeeeeessaeaaeeeeeeesessaas 174 E 3 2 Requesting a Custom Report cccceeccecceeeeeeeeeeseeeeeeeeeeeeeeeseeeeeeesseeeaeeeeeeeeesaaas 174 Glossary of Terms rasaae AE EA AE vain a eRe GEEA iida 176 OpenHire Recruiter and Recruiting Manager Guide Page 4 of 177 SilkRoad Proprietary amp Confidential 4
74. Evaluation f i Assigned Recruiter Source hasi tio diilad Job Location Fail Flag Location Code Disposition Qualified BURNS HALE 12 02 2008 Process Engineer Sandston Az US 12 02 2008 11 16 PM Careerboard com P Cataletto no Not Defined TX Pasadena 1036 peter m ladas 11 24 2008 Account Manager inverness IL US 11 24 2008 11 26AM 60000239 CareerBuilder P Cataletto no Not Defined IL Lemont POD Service Ctr 5003 Figure 3 4 Reassigning Candidates to another Job Posting There are additional activities that can be performed with one of more candidates from the Hiring Stages screen Upon choosing one or more candidates from a list any of the following activities can be selected and performed on up to 25 candidates at a time using the Perform Recruiting Activity drop down menu Change Disposition Dispositions are used to indicate why a candidate is not being selected for a job posting for future reporting purposes Follow these steps to change a disposition 1 From the Hiring Stages screen place a check mark next to the candidate s you want to change a disposition OpenHire Recruiter and Recruiting Manager Guide Page 85 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 2 Using the drop down menu at the top of the screen select Perform Recruiting Activity gt Change Disposition Return Workflows Default Workflow Take Action Change Hiring Stage Change
75. Files Select a Template message Rejection Job Closed x l Plain Text l Check to not have the recipient reply to the email Subject Please do not use any merge fields in the Subject Thank you for your interest in employment Carbon Copy CC Multiple recipients Use a i e Mark openhire com Terry openhire com Blind Carbon Copy BCC Multiple recipients Use a i e Mark openhire com Terry openhire com Email Body Merge Fields To place a merge field position the cursor where you d like the field in the email and then click on the desired merge field 0 2 147 483 647 F ae m uR TO Assigne Ga Ge Gi 6 O28 Tas 4 2 m Q o aan Format Font family Font size 3 t A e A Email Sender Hiring Manager candidatename Thank you for your interest in career opportunities with companynames At this time it has been determined to close the Company Name jobtitles position and not move forward with filling this role We truly appreciate the interest you have taken and encourage you to view other opportunities on our website Thank you again for your continued interest in opportunities with companynames Sincerely jobrecruiter Human Enter Date Resources companyname e Candidate s Name Candidate s Residence Position Title Job Location Path Send Email Preview Return Figure 4 7 Candidate Correspondence Note When using the CCE to correspond with cand
76. Hire E 1 Standard Reporting OpenHire offers a wide variety of standard reports which can be filtered and exported in HTML MS Excel CSV or XML The available OpenHire standard reports are listed below 2007 and up Candidate OFCCP Affirmative Action EEO Data Extraction The Candidate OFCCP Affirmative Action EEO Data Extraction report provides an extraction of raw candidate EEO data The report outputs a single row for each candidate currently associated with a job where the job was closed within the date range of the report The close date is based on the last date any candidate was moved into the hired stage for the specified job 2007 and up Candidate OFCCP Affirmative Action EEO Data Extraction ae e Job Group ResumeID Candidate Source n Senti r Laahs a Code Category Name Gender Ethnicity Disposit Black or Chicago Implementation 5 0 177278 PET Iv Office Service123 a Technicians Technicians n Internet Job Board CHI800 SERV393 Chicago Implementation 727 I choose Office Service123 Technicians Technicians test test not to self Unknow CHI800 SERV393 identify o Installation Technician IV Chicago Implementation a A 177278 7 amr IV Office Service123 a iia Technicians Technicians 5496975 Agenci Gal Recruit W orks dey lared Unknown Hired Se ee CHI800 SERV393 a ee Figure E 1 OFCCP Affirmative Action EEO Data
77. Hire Interview an Interview conducted and completed by an interviewer outside of OpendHire Continue Return Figure 5 11 Schedule an Interview Enter the Completed Interview Date and Time Enter the Scheduled Interview Date and Time Enter the duration and location of the interview Provide any comments and select an evaluation using the drop down menu Choose Create St os Create Eric Foster s Completed Interview Interviewer s Name Brennan Paula Enter Completed Interview Date 30 JANUARY 200 Enter Completed Interview Time 01 30 PM Enter Scheduled Interview Date 30 JANUARY 200 Enter Scheduled Interview Time 12 30 PM gt Duration 60 minutes Enter Interview Location Sebago Conference Room You may provide a comment for the interview Great interview Accept Schedule Another Interview gt Figure 5 12 Completed Interview OpenHire Recruiter and Recruiting Manager Guide Page 129 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology The Interview Requests screen contains a listing of ALL scheduled and completed interview requests Displaying 1 to 2 out of 2 records al Interviews Job Request Candidate f Date i Date E Score Status Requester Job Title eerie Interview Info Camaltad Evaluation COE E Pending Paul Jones J Smith Senior Mail Clerk 08 16 2007 08 21 2007 0 German ID A02 NE 2 18 PM 9 45 AM US 130596 312
78. Job Association Perform Recruiting Activity x Perform Recruiting Activit Displaying 1 to 25 out of 63 records Candidate Job Score Location Source Jeffrey M Lane St Simons Island GA US Internet Job Board BARRY LOMONT FORT WAYNE IN US Magnum Associates All Hiring Stages Sent To Manager Enter Date Last Modified 11 20 2008 11 20 2008 01 38 PM 11 18 2008 11 18 2008 02 02 PM Figure 3 5 Change a Disposition Change Disposition CCE Correspondence Delete Selected Qualify Selected Job Disqualify Selected Trackingcode Assigned Recruiter Job Location Location Code Account Manager 60000239 P Cataletto IL Lemont POD Service Ctr 5003 Account Manager 60000236 P Cataletto OH Avon Lake Offices US1i1 Page 1 f3sves Evaluation Fail Fla Disposition Qualified Not Defined Not Defined 3 A separate browser window allows you to select the new disposition Use the radio button to select the correct disposition Select Disposition For Batch Processing Candidate Declined Job Offer H h BP hH BE Inf Wu M e O D o yA WU N e F n E i x z Z a Z a s Candidate Withdrew from Consideration Hired Rejected Rejected Rejected Rejected Rejected Rejected Rejected Rejected Rejected Rejected Rejected Candidate Ineligible for rehire Candidate selected for another Position Compensation Level Lacks Basic Skills Experie
79. M Jennifer Manager Matt Manager Test McDougaldHM2 Lisa McDougaldRM Lisa McDougladHHM REC Lisa NisbettHM Staci NisbettRM Staci Paula Brennan Ramadan Felicia Ramadan Felicia Add an external recipient by providing their email address Figure 5 8 Selecting Interviewers 6 Click on the Check Interviewers Availability button to schedule the interview 7 Select a date range and choose Check Availability Select the interview time by clicking on a start time Choose Done to schedule the time Check Schedule Availability Select a Date Range to Check Availability Maximum date span is 14 days Select a beginning schedule date January 2006 February 2008 P Su Mo Tu We Th Fr Sa Su Mo Tu We Th Fr Sa 30 3 oF 2a 29 30131 1 2 S714 15 1677 8 9 10 11 12 13 14 gt 15 16 22 23 a4alo5 oe 27 18 19 20 21 22 23 37 28 29 30 31 24 25 26 27 28 29 Figure 5 9 Check Availability OpenHire Recruiter and Recruiting Manager Guide Page 127 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 8 Optionally enter an interview location and message to send to the interviewers Place a check mark in the Include Resume checkbox to attach the candidate s resume 9 Choose Preview to preview the email and then click on the Send Interview Requests bution For Candidate Eric Foster Posted Job Title Engineer Hiring Stage Job Applicants Assigned Recr
80. M Stan Hiring Manager SathianathanREC Lakshmi Recrui Move Al BallREC Stan Recruiter SathianathanRM Lakshmi Recruiti zg gt gt BallRM Stan Recruiting Manager Schmitt Kathy Recruiter Bogart Humphree Hiring Manager Schmitt Kathy Recruiting Manage Schmitt Kathy Hiring Manager View Execute Add Change Contents ThompsonHM Jeff Hiring Manager Move Selected ThompsonREC Jeff Recruiter lt gt ThompsonRM Jeff Recruiting Mani Move Al TimmonsHM Bryan Hiring Manage immonsRec Bryan Recruiter CooperHM Will Hiring Manager immonsRM Bryan Recruiting Mat ranHM Khang Hiring Manager View Execute Add Change K a y x oaa ranRec Khang Recruiter Move Selected Contents Edit Folder Definition ranRM Khang Recruiting Manage WentworthRec John Recruiter lt gt WentworthhM John Hiring Manager WentworthRM John Recruiting Ma Move Al Wooten Kendra Recruiting Manag we Wooten Kendra Recruiter Wooten Kendra Hiring Manager _ Figure 3 15 Shared Search Folder Note My Folders creates a private folder while Shared Folders creates a folder accessible to multiple users Note Clicking on Edit next to any of the search folders on the Resume Folders screen allows you to edit the name and or description of the search folder Permission limitations apply
81. Manager Date Deactivated s 9 29 2010 Career Counselor I Accounting reassian 20102064 Acct as ES a oo Deactivate Selected Job Figure 2 28 Deactivate Selected Job OpenHire Recruiter and Recruiting Manager Guide Page 39 of 177 SilkRoad Proprietary amp Confidential Viewing Inactive Postings ve SilkRoad technology By default the Manage Jobs screen displays active job postings Inactive job postings can be viewed by clicking the Deactivated Jobs link at the top Follow these steps to view inactive job postings 1 From the Navigation bar under Job Postings choose Manage Jobs 2 Click on the Deactivate Jobs link at the top of the page Manage Jobs Create Job Posting Displaying 1 to 50 out of 86 records Active Jobs n Jobs A e ESE H I L M p R STI Job Title Tracking ID Department Implementation Service123 SERV393 Area Manager 214246 921 Advancement adv01 Accountant I 214233 921 Figure 2 29 View Inactive Postings Editing Job Postings Department Code Location Location Code Recruiting Manager C H HO100 Q J Recruiter Jacksonville JAC201 E Gail View as Recruiter tan z Recruiter armstrongsrt S SheridanRM Hiring Manager B BigneyRM Page 1 of2 VS View all Jobs Date Created Last Modified Date Deactivated 7 26 2010 9 9 2010 12 54 PM active 10 25 2010 10 25 2010 5 52 AM active Any job posting act
82. Name recruiter ok Password secceecees Forgot your password Figure 1 1 OpenHire Login Use the Forgot your password link in the event that you have forgotten your password Follow these steps to reset your password 1 Click on the Forgot your Password link Open recruiting management User Name recruiter Password Forgot your password Figure 1 2 OpenHire Login 2 Enter your Full Name User Name and Company Name OpenHire Recruiter and Recruiting Manager Guide Page 6 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 3 Click Submit Open recruiting management Forgot your password You have requested to update your OpenHire password Please provide us with the following information so we may process your request Once you have completed the form below and clicked the Submit button we will send a message to the email address on file for the username provided Please follow the directions in the message to update your password If you do not know your username please contact our support group by phone so they may assist you e Support Phone 1 866 803 9663 Thank you OpenHire Customer Support Full Name Username Company Name Return to Login screen Submit Reset Figure 1 3 Reset Password 4 A system generated email will provide you with a link to reset your password If you choose not to reset your
83. Name you can view the associated Job Postings Track All Jobs View as Recruiter tan x Track jobs by Open Closed Filled Dept Client Status Hiring Stage Categories ALL CATEGORIES Category Name No of Jobs No of Resumes Accounting Finance 16 114 Marketing 1 Administrative Clerical College Co Ops and Internships Customer Service Human Resources Legal Manufacturing Production Operations Sales Business Development IT Supply Chain Logistics Sourcing R amp D Science Engineering Maintenance Repair openhire Figure 2 54 Track Jobs by Category OpenHire Recruiter and Recruiting Manager Guide Page 60 of 177 SilkRoad Proprietary amp Confidential ve SilkRoad technology The Hot Match Features is a system comparison of resume profiles that have entered the system against active job postings The count of resume profiles that the system identifies as a match is represented in the Hot Match column Interviews Requested Completed Reviews Requested Completed Job Title Hot Company Location p Match Career Counselor I wW 20102064 E 1 o 0 o 0 Figure 2 55 Hot Match Feature ore Jo Hiring Manager ie Hiring Manager Status E Gail Post Date No Days Old 9 29 2010 NORMAL 26 Customer Service An applicant is considered a Hot Match by the system if the comparison of the resume against the job record yields a relevance score of 50 or greater The Hot Match
84. Recruiter and Recruiting Manager Guide Page 76 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Summary Tab This tab includes details regarding the candidate s education availability employment preferences and general eligibility This is information generally collected from candidates when they apply directly through a customer s external or internal career site However this tab can have data entered or updated using the Edit Summary Information button Choosing Edit Summary Information will prompt a new browser window to open allowing for updates to the Summary Tab information Pressing the Reset button will clear any information you have entered and Save Changes will update the candidate profile Resume CV Tab This tab contains a single data field with the same name Resume CV Whether the candidate has submitted a resume to your organization directly or has been sourced by a Recruiter the actual candidate resume is parsed into this field All searches conducted for candidates are run against this data field Use the Edit Resume button to update the content of this field Selecting the Save Changes button saves your updates Note Resumes created by a candidate or uploaded by a Recruiter are stored separately in the Attachments tab Any updates to the Resume CV field do not affect a resume file attachment Only the data in the Resume CV tab is updated Attachments Tab Files that are attached
85. Recruiting Manager Guide Page 1 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology ANRC cacao E conan 80 3 1 Overview of Managing Candidates cccccccccccceeceseeeseeeeeeeeeeseeesseceeeeeeseeaeeeeeeeeeessaaaasses 80 ee ACI Re Dashbho Tareas enc a ten vanes a cen E nance 80 3 2 1 DENION Or tA S sascce crate eset se E E E E 81 3 2 2 Accessing Candidate Profiles from the Candidate Dashboard cccceeeeeeees 83 3 2 3 Moving Multiple Candidates through the Hiring Stages ccccccceeeesseeeeeeeeneeees 84 3 2 4 Reassigning Candidates to another Job POSTING ccccccseeeeeeeeeeeeeeeeeeeeeeeeeeeeeas 85 3 2 5 Performing Additional Activities from the Hiring Stages Screen ccccceeeeeeees 85 3 3 Uploading Candidates ccccccccccsccccceeeceeeeseeseceeeeeseeeeeseceeeeeseseeaseeeeeeeeesaeaaeeeeeeeeessaagaaees 90 3 3 1 Uploading a Resume from a Local File ccccccccesecceeeeeeseeeeeeeeeeeceeeeeeeeeseeeeeeeees 90 3 4 Capturing Candidates from Online RESOUICES ccccccceeeeeeseeeseeeeeeeesaaeeseeeeeeeeesaaaaeees 92 Ae TOC AICI OIGEN S cca cectcnnssanauieosessannasnesisearacnaesasnnsaiesasaceeasannseavasiancasnemaiearacacseasaveumavaeamerpanes 94 3 5 1 Managing RESUME FOICELS ccccccssssececcceseeeecccaeseeeeecaueueeeeesauaeeeeessaaeseseesaaaes 94 3 5 2 Saved Searches and Agent Searches cccccccccceceeeeeeeeeeeeeeeeeeeeseeeeeeeees
86. These functions include establishing and maintaining an 214216 921 Information Technology IT et gt organization s accounting principles practices and procedures Oversees the preparation and evaluation of month Manager Accounting Manager Gifts 213721 921 B BrandowHM ae a Chicago IL US NORMAL Marketing Customer Service 194705 921 H Bogart Engineering ENG 990 Denver CO US NORMAL Contract Figure E 8 Active Job Listings with Description OpenHire Recruiter and Recruiting Manager Guide Page 164 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology Active Job Log The Active Job Log report lists all currently Active jobs The report can be filtered by company location department recruiter job status position hiring status and hiring manager Active Job Log Date Tracking g 7 Position Location Location Recruiting Opened Code Department Job Category Job Title Job Status Type Naa Code Magar a Salad Bar Full Denver Store A 0 06 02 2010 20102011 Human Resources HR838 Janitorial Worker NORMAL Time Recul 1 DEN1 McGuire Bill re ae Accounts Payable Full 2 2 06 01 2010 20102010 Advancement adv01 Financial Planning Pennie tier NORMAL Time Re Columbus OHIO01 McGuire Bill 05 11 2010 20102009 Advancement adv01 Food Prepartion and Serving Training Specialist NORMAL Denver Store DEN McGuire Bill nee 1 Customer Service Langford
87. Time Employee Industry Biotechnology Manages Others Yes Job Type Human Resources Education Graduate Degree Experience Up to 10 year s Posted 4 29 2009 Contact Information Contact Human Resources Ref ID 1099 Description We are seeking an experienced dynamic professional to join our HR Team as the Director Organizational Development This position is responsible for identifying developing and leading innovative solutions to improve employee performance and sustain an environment of continuous learning and best practices in management Requirements Ideal Candidates will have Masters degree in Organizational Development 10 years experience in Organizational Development Change Management and Human Resources Practical experience in creating Performance Management Continuous Learning Talent Management and Organizational Effectiveness programs Ability to translate recommendations into tangible business results Excellent facilitation interpersonal and communication skills Experience in a scientific or high tech environment Figure 2 21 Using a Footer in a Job Posting OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 35 of 177 49 SilkRoad technology Using Headers and Footers OpenHire supports an unlimited number of headers and footers however your users will need to be able to easily determine which one to use in a given circumstance Headers and Foo
88. Tracking screen displays the date in which a job posting was either closed or filled Note The terminology used in this column will vary as customers have their own naming convention for tracking the status of candidates OpenHire Recruiter and Recruiting Manager Guide Page 59 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Track All Jobs View as Recruiter Emily Gail x Track jobs by Open Closed Filled Dept Client Status Hiring Stage Categories Reviews Interviews Requested Post Date No Days Job Title Company Location Hot Hiring Job Resumes Match Requested tequested Completed Completed Manager Status Old Call Center Operator 60000250 X a 01 21 2010 OH Avon Lake Offices o 0 o 0 J Albertson 0 Default Workflow Credit Analyst 60000245 12 09 2009 IL Lemont POD Service E Gail HM 43 Default Workflow Ctr 5003 Credit Analyst 60000247 12 15 2009 IL Lemont POD Service E Gail HM NORMAL 37 Ctr 5003 Default Workflow Customer Analyst 60000248 01 20 2010 Seasonal Employee OH Avon Lake Offices 1 Hire US11 Figure 2 53 Track Jobs Click any column heading to sort the listing by the selected column Click the column heading a second time to sort in reverse order In addition you can view jobs based on the categories by clicking on the Categories link at the top of the screen The results are displayed below By clicking on the Category
89. VNC Adam Jared McWhorter Dec 12 Program Control Specialist ee TOEN P a 2006 183369 312 Television AD Feb 20 Associate Program Control 3007 i Specialist Columbian VNC 168768 312 Allen Allenby winston salem NC US Allen J Henry Oct 22 Tech Support Rep I amp II Montgomery US 2006 CHGO01 130 ETARTE Figure 3 23 Viewing a Resume Group There are several batch actions that can be performed on one or more candidate references within a group To select a batch action place a check mark in the Show Actions checkbox Select candidate references for batch actions by placing a check in the checkbox to the left of the candidate name Save Checked creates a reference to the selected resumes and saves them into a new group in a shared or private search folder Merge Checked creates a reference to the selected resumes and adds them to an existing group in a shared or private search folder Delete Checked removes the reference to the candidate record from the current group only This option does not delete the candidate from other groups or from OpenhHire It merely removes the pointer to that particular candidate SilkRoad Proprietary amp Confidential Page 101 of 177 49 SilkRoad technology Group Comparison allows a user to select another group and compare the contents of that group with the contents of the group they are in This operation is useful for comparing the results of a recent search wi
90. aaeseeeeeeees 96 36 The TOC C iS oil esensina enbiinanaraiatadesdiwiendgsensmedtayd 102 3 6 1 Restoring Candidates from the Recycle Bin csccscccceceeeeeeseeeeeeeeeeeeaaneeeeeeees 102 3 6 2 Searching Candidate Records within the Recycle Bin ccccceeeeeeeeeeeeeeeeeeees 103 3 7 Interview Requests ccccccsssececeeseeeceeeseecceseceseaseeessaseeecsauscesseaseeessageeessageeeessuseesseaes 103 3 9 Review PACOUCSIS creeren Aa aA ania 104 39 Employee Referrals saxcrocasncersvasancuesetnnsduscatovade tycatarcunisracemusines ce sxetedinaseteiacmentaetsessanouers 105 210 Candidate AGC ING rarenasijcencessasanneatncvancisavenasneenceuayiuseienstmoctectsavstalosmsoataedsassuneeseyacdeddasiauslenonnes 106 MU EEO PA NA sects ce sce E ace ee teste acdc atc Seanad edecdeneeteeaceaetaes 107 SE CHES a ens ime iat ge ence ed inate re ees nan peeetentes an esuaeas 109 4 1 Overview of Search Functionality ceecccccecececeeeeeeeceeeeeeeaeeeseeeeeeeseaeeseseeeeeeesseagaeees 109 42 Ganddal SCIC ienser E E aeettncsonne see EE eeseans 109 4 2 1 Candidate Quick SearChssesirsscaeereinee meer ce ener aa 109 422 Usmo Basie SCAG 9 ane meee nee n a a ene eee ye 109 4 2 3 Using Advanced Search cccccccssessecccceecceeeeseeeceeeeeseeeeeeseeeeeeeseuseeeeeeeeeessaaaseeeeeeees 110 4 2 4 Navigating Search Results cccccccccsseeseceeeeeeeeeeeeeseeeseeeeeeseeeeeeeseeeaeeeeeesaageeeeeeaas 112 4 2 5 Reassigning Candidates to another Job
91. aeeeeseeeaeeeesssaaeeeessssaeeees 11 la Recruiter Das NDOANO ossei a a a aE 12 JOD POSUNU S aeiiae i a Ta 14 2 1 Overview of Job POSTINGS cccccceecseseeceeeceeeeeceeeeaeeeeeeeesaesseeeeeseeaeeeeessaaaeeeeesaaeeeesessaaees 14 22 J DS ASD ODN O ereereespccinace aiae aee a E E eA e A de 14 2 3 Creating Managing Job POSTINGS cccccccccsssseceeeceeeeeeescaeeseeeesseeeseeeesseeaeesesseaseeeeesaaees 15 2 3 1 Creating a New Job Posting cccccccccceseccecceseceeceeceeeeeeeeeeeeeceeseaeeeesseeeesseeeeeeas 15 2 3 2 Posting a Job that has already been Created ccccccceeccsesseeeeeeeeeeeeeeeseeeeeeeeeeas 31 2 3 3 Additional Steps for Posting to Monster RTP cceccceccceeeseeeeseeeeeeeeeesseeeseeeeees 32 2 3 4 Selecting Headers and FOote s sossut N 34 2 3 5 Selecting a Searchable City ccececccccccscssssseeeceeeeeseeeeseeeeeeeesseeeeeeeeeesesssaeeeeeeeees 37 2 3 6 Manage Jobs Screen Functionality 2 0 0 ccecccccceeceesseeeeeeeeeecseeeeeeeeeesesssaaaeeeeeeees 37 2 4 Manage Requisitions cccccccsesccccseseeeeseececceeseeeeseneeesseeceeseaeeeesseeeeeeseaseeessaneeessaneesenaass 43 2 4 1 Create Requisitions ccccccseeeecceceeeeeeeeeeeaeeeeeeeesaeesceeeesaaeeeeeessaaeeeeesseaseeeeessaaeeees 44 2 4 2 Requisition Approval PatKns cccccccsssccccsseeceeeeeeeeeceeseeesseaeeesseeeeessaseeessaneeeenaneees 50 2 4 3 Managing Approval REQUESIS cccccccsseeeeceeeeeeeseeeeeeeeeeeeese
92. ager Guide Page 73 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 4 Press the Modify button to store the values and calculate the ranking score OpenHire will calculate the average of all the selected values If multiple users have ranked a candidate OpenHire will incorporate those numbers into the calculation The Ranking Score is visible in the Evaluations tab of the candidate profile screen COE amp Ranking Criteria Ranking Criteria Score scale 0 to 5 CQE Evaluation Score weighted Failed CQE Question at least 1 Figure 2 74 Ranking Criteria Create Rejection Letter Formal rejection letters can be generated for a candidate at any time Follow these steps to create a rejection letter 1 Select the Create Rejection Letter action from the Action drop down menu All rejection letters currently on file are listed To preview the contents of any letter click on the rejection template name link This ensures you are selecting the correct letter 2 Use the radio button to select the rejection letter you wish to create and then press the Generate Letter button 3 A new window opens From this window the letter can be downloaded and saved to your desktop or printed from your web browser menu 4 The downloaded rejection letter can be updated and stored for retrieval later using the Browse and Upload buttons on the Rejection Letter options screen 5 Choose Email Letter and optional
93. al OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 18 of 177 49 SilkRoad technology State the state the job posting is based in If this is a regional position input your company s home base and indicate in the job description that the position is regional Zip Postal Code the postal code the job posting is based in If this is a regional position input your company s home base zip code and indicate in the job description that the position is regional Note Since US EEO and compliance laws do not apply internationally if the country selected is anything other than United States on the job profile the compliance section will not appear and candidates will not be asked to complete the EEO criteria Compliance EEOC Job Category the EEO 1 category the job type falls under EEO Group the EEO Group is a sub level to the EEO 1 Job Category Clients may optionally associate their own EEO Groups under the categories These groups are optional and can only be created by Recruiting Managers or Administrators Location Details Job Location Code aa Country UntedStates o y City State Select State Zip Postal Code Compliance EEOC Job Category Proesa o SOOSOOSOSOS Oaa EEO Group Sample 3 Figure 2 4 Location and Compliance Details Position Requirements Travel select the amount of travel required to perform the job This fi
94. and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 121 of 177 ve 5 3 Review Requests SilkRoad technology Review Requests are sent via email with a copy of the candidate s resume attached The email also contains a link to the OpenHire login page If you are an internal recipient meaning you have access to OpenHire click on the link and then enter your OpenHire User Name and Password to access OpendHire If you are an external recipient you are able to provide feedback via email The Review Requests screen contains a listing of ALL pending and completed resume review requests sent by other Recruiters or Recruiting Managers Use the drop down at the top of the page to display complete or incomplete reviews exclusively Note Only review requests associated with active job are displayed Once a job is closed any pending completed review request records associated with that job are removed from the Review Request screen Review Requests Listed below are Review Requests made by Recruiters view instructions Displaying 1 to 1 out of 1 records Remove Selected Process Without Review all Reviews 7 Requester Job Title Date Requested Date Completed Candidate Job Score So Taylor Phillips E Gail Inventory Associate 7 19 2010 1 Salt Lake City US 20102022 9 Figure 5 4 Review Requests Screen Column Definitions Page 1 of 1 Evaluation COE Job Score disp
95. and external job listings sites Enable TaxBreak optionally choose to enable the TaxBreak option Job Administration Recruiting Manager Assigned Recruiter Replies emailed to Job Information Job Template Hiring Workflow Internal Job Title Posted Job Title Tracking Code Number of Positions Require eForm Submission Status Position Type Job Level Job Duration Expected Start Date Enable TaxBreak Gail Emily 7 Choose One Md Notifications Disabled 7 ACAP Site Supervisor I SOC103 a Customer Service x ACAP Site Supervisor I 1 Yes No Normal Int Ext Applicants 7 Full Time Regular x Choose One Re Regular At Will Permanent we H Figure 2 3 Job Administration and Information Location Details Job Location Code select a Job Location Code A location code will populate the City State Zip and Country fields These location codes are administered by your Administrator Once you begin typing a list of acceptable values display If the Job Location Code values do not appear in your OpenHire instance it is because your Administrator has not configured any locations Country the country the job posting is based in City the city the job posting is based in If this is a regional position input the closest metropolitan area or your company s home base You can indicate in the job description that the position is region
96. arch Search Type Simple Search Owner Gail Emily Folder Support Schedule Search Save Delete Cancel Figure 3 20 Schedule a Search OpenHire Recruiter and Recruiting Manager Guide Page 98 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 5 Select the folder for the results using the drop down menu 6 Using the drop down menu choose a notification Notifications are sent via email each morning following the search Edit Create Search Search Name c S Search Search Type Simple Search Owner Gail Emily Folder Support Delete Schedule The query will be run every weekday morning before you come in to work Private Folder for Results Support Notify me by email when when there are any results Save Delete Cancel Figure 3 21 Save the Scheduled Search When the search runs overnight the results are saved in a new resume group The resume group includes the search name and the date the search was run in the title Resume groups created via an Agent search cannot be deleted manually This preserves them for later viewing by the search owner and ensures they exist for later batch comparison operations The Agent Search resume groups are deleted automatically after 20 days Note To delete a saved search click on the edit link next to search name and choose delete Saving Search Results The results of a search can be saved
97. ard 11 20 2008 BARRY LOMONT FORT WAYNE IN US Magnum Associates 11 18 2008 11 20 2008 01 38 PM 11 18 2008 02 02 PM Trackingcode Assigned Recruiter Job Location Location Code P Cat Evaluation Fail Fla Disposition Qualified Not Defined IL Lemo nt POD Service Ctr 5003 Account Manager 60000236 P Cataletto Not Defined OpenHire Recruiter and Recruiting Manager Guide OH Avon Lake Offices US11 Figure 3 7 Email a Candidate Using the CCE 3 Compose the email or use an available template Fill out the necessary information for the email correspondence You may choose to use a template from the drop down list or create your own email using the text editor and available merge fields 4 Click on the Preview button to preview the email 5 Choose Send Email The selected candidates will correspondence receive the email Page 87 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Email Candidates Compose Email OR Select Template Message You may choose to Compose your own email OR Select a Template message to edit Afterwards you can send the email to one or more candidates S Attach Files Select a Template message Rejection Job Closed I Plain Text l Check to not have the recipient reply to the email Subject Please do not use any merge fields in the Subject Thank you for your interest in employment Carbon Co
98. ard Tracking Code Title Department Location Submittals Priority Dice 20102042 Customer Service Man Services Denver Store 1 WALK IN 20102042 Customer Service Man Services Denver Store 1 Monster 20102042 Customer Service Man Services Denver Store 1 Figure 2 1 Jobs Dashboard 2 3 Creating Managing Job Postings Note A requisition is defined as an unapproved opening and a job posting as an approved opening Depending on your internal processes your company may begin a new position as a requisition or a job If your company is not using OpenHire to track the approval process of a position then your first step in opening up a new position would be to create a job posting Note Creating a New Job Positing is a six 6 step process The following pages provide detailed information for each step in the process Follow these steps to create a new job posting 1 From the Navigation bar under Job Postings click on Manage Jobs 2 Click on the Create Job Posting buiton OpenHire Recruiter and Recruiting Manager Guide Page 15 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Manage Jobs View as Recruiter AI r Active Jobs Deactivated Jobs Create Job Posting Figure 2 2 Manage Jobs Create a Job Posting STEP 1 Enter Define the Position Details 1 Define the posting details on the Job Posting form From this screen general details regarding the job posting are defined Througho
99. ate for Review Recruiters are able to request the review of a single candidate from a candidate s profile screen Follow these steps to select a single candidate for review 1 From the candidate s profile select Request a Review from the Action drop down menu Candidate Resume Profile Job Score Qualified Source Recruiter Customer Service 0 C yes no local Mandy Anderson Preliminary Stages What would you like to do with this Candidate f Select an Action Captured Online Add a Comment i Request a Review Job Applicants Schedule an Interview Captured Offline Correspond with candidate n Candidate Joe Anderson Create New Profile Hiring Stages 123 north west Change Job Screeninc Edit View Portland ME 04103 Sanh egg Manager Review United States Evaluation Rankina Interview Figure 5 1 Request a Review OpenHire Recruiter and Recruiting Manager Guide Page 120 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 2 Compose the email Make sure to include a subject line select internal recipients from the drop down menu and enter an email address for external Cc and Bcc recipients 3 Make any updates to the email message and choose Send Email Follow these steps to select multiple candidates for review 1 From the Navigation bar under Job Postings choose Track All My Jobs 2 In the Resumes column click on the Resumes number for the job posting you want to select ca
100. ation of ee Counselor I 20102040 Recipient US ng the d rop Please log into OpenHire to view the candidate s profile and down m e n U mapata feedback online 4 Type in the e mail add ress ad a aah er for external recipients and E i ia Emily Gail Cc and or Bcc recipients joanne hines silkroad com 5 Make any changes to the default email message 6 Press the Send Email button Return Send Email Figure 2 71 Request a Review Create an Interview Request Using this action interviews can be created for candidates OpenHire has two methods for creating interviews One is to schedule the appointment and conduct the interview using OpenHire and the other allows the Recruiter to enter the details of an interview that has been performed outside of the system For more information please refer to Section 5 4 Interview Requests Correspond with Candidate Recruiters can initiate correspondence with a candidate using this action which allows the user to send an email message to the candidate directly through OpenHire The content of this email is tracked in the candidate s History tab Additionally CCE message templates can be configured with merge fields to facilitate personalization OpenHire Recruiter and Recruiting Manager Guide Page 71 of 177 SilkRoad Proprietary amp Confidential Create New Profile 49 SilkRoad technology The Create New Profile action allows for the creation of another instance
101. b posting for you to edit e OpenHire creates all clones with the Job Status set to On Hold This prevents candidates from viewing the clone before it is approved You must update the job posting status field before it can be viewed by be either internal or external applicants e Ifyou want to post the job to a 3 party Job Board click Job Boards link at the top of the Position Details screen to access the Job Board posting mechanism OpenHire Recruiter and Recruiting Manager Guide Page 42 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Re Posting Jobs Deactivated Jobs can be reposted through the Manage Jobs screen Follow these steps to repost a deactivated job 1 From the Navigation bar under Job Postings choose Manage Jobs 2 Click on the Deactivated Jobs link at the top of the menu 3 Select the job postings to re post by placing a check in the box to the left of the job title 4 Click on the Reactivate Selected Job button at the bottom of the screen A pop up message box displays allowing you to confirm the repost Upon confirmation the user will be placed back on the Active job postings screen Note Re posting will often require the Posted Date be to revised to reflect the current date The original creation date is overwritten and not retrievable The change of an Original posting date will be reflected on the OpenHire hosted internal and external applicant interfaces however it will not refre
102. basis the Recruiter can select where each question and response should be collected 5 Once you have selected the questions and made any changes choose Question Selection Completed Note Changes to the Answer Grade and Fail Flag will not affect the default configuration of a question Changes only affect this instance Database Design Question Please describe your SQL experience Answer Type Free Text Person will be provided a text box to enter their free form answer i Yes iE No Please select the OPENHIRE section s where question may be used 7 Recruiter Screening External Job Listings _ Internal Job Listings Fee Agency Submission _ Interviews Jv All Sections Figure 2 12 Define Questions Setting OpenHire Recruiter and Recruiting Manager Guide Page 28 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Step 6 Review Job Details amp Posting to Job Boards Posting to Job Boards OpenhHire lets you post jobs to your company website available job boards or both This module is optional Follow these steps to post the job without adding additional job boards 1 Once the details of the job posting have been defined OpenHire will display the Job Posting summary information Here you can choose to post the job as defined or select additional Job Boards to post the new job to 2 Click on Finish and Return to Job Postings to post the job without adding additional Job Boards Fol
103. ble values display Hiring Workflow select a hiring workflow The workflow contains the specific hiring stages relevant to the hiring process position It is necessary to contact your System Administrator to make changes to a hiring workflow Note When a Job or Requisition is tied to a template the template hiring workflow takes precedence Note Depending on company specific hiring processes you will have one or more hiring workflows to choose from OpenHire Recruiter and Recruiting Manager Guide Page 16 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Internal Job Title the title of the job that is displayed to users of OpenHire Posted Job Title the title of the job that is displayed to applicants If this field is left blank the Internal Job Title will be displayed to applicants Tracking Code this field represents your requisition number or Job ID value If you do not enter a code OpenHire will generate one for you when the requisition becomes a Job Posting Note OpenHire does not generate a tracking code in a sequential sequence For example if you enter a tracking code of 1 the next job you enter will not automatically be assigned a tracking code of 2 If your organization is interested in having sequential tracking code values generated automatically by the system contact SilkRoad Customer Care Center Number of Positions the number of positions associated with this
104. candidate resumes Without quotes the results returned include any candidate resumes in which all three words appear anywhere in the body of the resume OpenHire Recruiter and Recruiting Manager Guide Page 109 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology The advanced search options allow the user to apply basic or advanced filters to further define the results of a search The search options may be used in conjunction with the Keyword search or they can be used as the sole criteria for finding candidates Users can apply any of the following search filters to further define the results set After selecting the search options choose Perform Advanced Search Contact Information allows you to search on any field of contact information Email addresses and telephone numbers can also be used as search parameters Radius Search allows you to search for candidates within a specified radius It is important to note that the radius search supports US postal codes only If the country selected or defaulted from the user profile is anything other than United States the radius search will not appear Education amp Preferences allows you to specify search values for any fields associated with a candidate aside from the resume body and the contact information Options include the ability to search on job type career level candidate source education level certifications skill set security clearance and or work
105. candidates identified Reviews Requested Completed displays the number of candidates that have been forwarded for review in OpenHire The completed number in parentheses refers to how many of those reviews have been completed Interviews Requested Completed displays how many interview requests have been submitted to other users of OpenHire The completed number in parentheses refers to how many of those interviews have been completed Hiring Manager the hiring manager column displays the first initial and last name of the hiring manager assigned to the job posting Job Status the job status indicates whether the job posting is actively being recruited for and where it is being displayed Normal External Executive Waiting Approval On Hold Post Date Days Old displays the date the job posting was created in OpenHire and the number of days that have elapsed since it was originally posted Farthest Stage displays the name of the Hiring Stage the farthest candidate has reached For example if there are 5 candidates being considered for the opening and 2 are undergoing an initial review by the Recruiter 2 are being interviewed and 1 has an offer extended the farthest stage would be Offer Extended Workflow displays the workflow for the selected job The workflow column is not displayed when you view by ALL You must select a named person to view the workflow Date Deactivated Available only on the Closed Job
106. ccccceceeeesseceeeeeeseaeesseceeeeeesaaeeeeeeeeeessuaaaeeeeeees 152 Appendix B Background Check Service Integration cccccccssssseeeseeeeeeeeeeeeesseeeeeeseenenees 154 B 1 Overview of OpenHire s Background Check Service Integration ccccccseseeeeeeeeees 154 B 2 Initiating a Background Check Request ccceeeeecceeeeeeseeeeeeeeeeeeeseeeeseeeeeeeessaaaeseeeees 154 B 3 Reviewing the Status of a Background Check ccccccccseeeeeeeeeeeeeeaeeeeeeeeeeeessaaaneeeeeeees 156 Appendix C Using OpenHire s Text Editor cccccsssssseeeeecessseeeseeensseeeeeoenseeeeseoesneeessooeaes 157 C 1 Overview of OpenHire s Text Editor cccceccccccsseececeeeeeeseeeeceeseeeeesseeeeesseeeeesseeeeeeas 157 C2 HIME POR UMA TDS nested doses eee i E tase tudenacenae 158 Appendix D CGE Score Calculation iscicssesceceicewcssestiiviecdinwadenuuuaceialuusiueniviviudeuwatoueuauuivuunaed 159 Appendix E Types of Reports dessccicpise cen letcea eae ecie asc caceunecevaedescedevoeccaciesesteuseunscepdedestatedeceueemntas 161 Be rei ai GOOG seeriana E E a S E E E E xe O 161 E 1 1 Equal Opportunity and OFCCP Compliance Reporting ccccccsseseeeeeeeeeeeees 161 E 1 2 Requisition and Job Reporting ccccccsscccccsscesseceesscesseceesscaseeeeesscsseeeeessceseeess 164 E 1 3 Applicant REPOrting ccccccsssececsesseeccsasececseuseeceeuseeessageeecsauseeeseuseeessaseeessaaeees 167
107. ccurring with OpenHire or with the background check service provider This provides users with the necessary information to report the issue either to SilkRoad Customer Care or their background check vendor support Required field Choose Package Hourly Reports in this package Felony Misdemeanor FM Optional Check driving history D Personal information First Name Robert Mid Init IL Last Name Stephenson Maiden Nam S ssn 222 44 6677 Date of Birth mm dd yyyy 0115 1980 Drivers License Number b61735602399103 State Maines Present Address 5SxthAve City ScenicCiy State Mine H Zip B3333 Telephone 999 333 4455 Figure B 2 Background Check Form Note Permissions to initiate background check requests are available to users at the discretion of your OpenHire customer administrator OpenHire Recruiter and Recruiting Manager Guide Page 155 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology B 3 Reviewing the Status of a Background Check Typically the status and results of a background check can be reviewed within OpenHire if the vendor supports a means to retrieve and display this information In cases where the vendor cannot support this then your normal means of checking on background check status and reviewing results will still apply Follow these steps to view the status of a background check request 1 From the candidate profile s
108. creen select Review Background Check from the drop down of available actions 2 This will prompt a new browser window to open containing the current status or results of the background check What would you like to do with this Candidate ESNA c i eile Candidate Jane Smith Edit Wiew CR 1 Bettsvile OH US 44815 Jom abc ne prim Primary Contact 419 986 1234 Tracked For Accountant 1 CAN 500 Figure B 3 Review Background Check Note For security reasons the results of a background check are not stored in OpenHire All information associated with the background check resides with the background check vendor OpenHire Recruiter and Recruiting Manager Guide Page 156 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Appendix C Using OpenHire s Text Editor C 1 Overview of OpenHire s Text Editor OpenHire s HTML text editor allows permissioned users the ability to easily and quickly create emails to send to recipients The following diagram details key features of the editor Create Batch Email Template Template Email Message Select an existing template New Opening x I Plain Text Create New Template Enter a Title New Opening Define Email Subject Do not use any merge fields in the Subject Newly Posted Opening Define Message Content To place a merge field position the cursor where you d like the field in the email and then click on the
109. cruiting Managers or choose to view by All Pending Review Requests can be cancelled using the Cancel Review button on the Requested Reviews screen Completed reviews can be cleared out of the screen using the Clear My Completed button on the Completed Reviews screen OpenHire Recruiter and Recruiting Manager Guide Page 173 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology The Redundant Resumes screen displays a listing of all duplicate candidate profiles in the system by name email or phone number Clicking on a duplicate name displays the list of all duplicate instances that are found including the contact information date each instance entered the system as well as the hiring stage job title assigned recruiter and any comments entered on the candidate profile If the logged in user is the assigned Recruiter on the job posting the duplicate is tied to clicking on the candidate name will display the candidate profile screen Here the assigned Recruiter is able to access a full menu of action items and available options If the duplicate is owned by a Recruiter other than the logged in user the system will display the profile screen without many of the action items and options E 3 Custom Reporting Depending on your company s needs it may be necessary to create a custom report in certain instances For example if after reviewing the available standard reports and report builder you are unable to generate th
110. cted Unable to contact candidate Rejected Unsatisfactory background check Rejected Unsatisfactory employment testing scores 0 0 0 Requisition Cancelled Figure 4 6 Select a New Disposition Emailing using the Candidate Correspondence Engine CCE Multiple candidates can be sent an email message via the Candidate Correspondence Engine CCE feature through the Search Results screen Up to 25 candidates at a time can be sent a message with this function Follow these steps to email a candidate 1 From the Search Results screen place a check mark next to the candidate s you want to email 2 Using the drop down menu at the top select Perform Recruiting Activity gt CCE Correspondence 3 Compose the email or use an available template Fill out the necessary information for the email correspondence You may choose to use a template from the drop down list or create your own email using the text editor and available merge fields 4 Click on the Preview button to preview the email SilkRoad Proprietary amp Confidential Page 116 of 177 49 SilkRoad technology 5 Choose Send Email The selected candidates will receive the email correspondence Email Candidates Compose Email OR Select Template Message You may choose to Compose your own email OR Select a Template message to edit Afterwards you can send the email to one or more candidates x Be Attach
111. cy around edits nor to provide compensation for such charges when they do occur Note Please ensure you understand the policy of the job board before making an edit OpenHire Recruiter and Recruiting Manager Guide Page 41 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Clone a Job Posting Job posting cloning allows a Recruiter or Recruiting Manager to create an exact copy of an existing active or inactive job posting A job posting can be cloned in one of two ways Option 1 1 From the Navigation bar under Job Postings choose Manage Jobs 2 Click on the Job Title for the job you want to copy 3 Click on the Clone this Job link at the top of the screen Return Cancel Edit This Job PostNew Job ClonethisJob Requisition Details Candidate Agent Figure 2 34 Clone a Job Option 2 1 From the Navigation bar under Job Postings choose Track My Jobs Track All Jobs 2 Click on the Job Title you want to copy 3 Click on the Clone this Job link at the top of the screen Return Cancel Edit This Job PostNew Job ClonethisJob Requisition Details Candidate Agent Figure 2 35 Clone a Job e The cloned job posting will contain the same information as the original posting including the title description location and department The Tracking Code will be a unique code generated by the system e After you have created the cloned position OpenHire opens the cloned jo
112. d Proprietary amp Confidential Page 61 of 177 49 SilkRoad technology Follow these steps to manage candidates 1 From the Navigation bar under Job Postings choose Track My All Jobs 2 Next to the job you want to track click on the number in the Resume column Managed By Emily Gail gt Reviews Interviews Job Title Resumes a Requested Requested Hiring Manager Farthest Workflow Company Location Completed Completed Stage Career Counselor I 20102040 2 o 0 o 0 Mandy Anderson H Joe captured ra Company HQ HQ100 Fae Career Counselor I 20102044 gt Customer Chicago Office o 0 0 0 Emily Gail Service CHI800 Company Test Job Posting Captured Customer 20102065 Emily Gail Offline Service Jacksonville JAC201 Figure 2 57 Managing Candidates 3 The results are displayed on screen Each candidate record contains the following information if available Job Score displays a percentile value based on conceptual content comparison of the candidate resume and the job posting A higher percent score indicates a closer match between the candidate and the posted job Candidate Location Source displays the full name of the candidate the City State Country of residence as well as the source of their resume Clicking on the name of the candidate will display his her individual record Enter Date Last Modified displays the date the candidate was entered into OpenHire and when the
113. d I Cayenne Woods Thomas BoyleRM Registered Nurse 20102025 Jacksonville w 7 ASHLEY Test Perso Ron Recruiter Training Specialist III 20102009 Montgomery Figure 4 5 Additional Recruiting Activities OpenHire Recruiter and Recruiting Manager Guide Page 115 of 177 SilkRoad Proprietary amp Confidential OpenHire Recruiter and Recruiting Manager Guide 49 SilkRoad technology Change Disposition Dispositions are used to indicate why a candidate is not being selected for a job posting for future reporting purposes Follow these steps to change a disposition 1 From the Search Results screen place a check mark next to the candidate s you want to change a disposition 2 Using the drop down menu at the top of the screen select Perform Recruiting Activity gt Change Disposition 3 A separate browser window opens to allow you to select the new disposition Use the radio button to select the correct disposition Select Disposition For Batch Processing Candidate Declined Job Offer Candidate Withdrew from Consideration Hired Rejected Candidate Ineligible for rehire Rejected Candidate selected for another Position Rejected Compensation Level Rejected Lacks Basic Skills Experience Rejected Misrepresentation on Resume Application 1 z 3 4 De 6 Fy 8 5 Rejected More qualified candidate selected p Rejected No show after hire Rejected No show for interview k i N he Reje
114. d items must be completed to post the job Specific questions about field usage should be addressed with your Monster support team Post Job Job Board Monster Job Site Monster required Monster Job Posting a Inventory required Describe the Job Job Ad Title Area Manager 214246 921 required 100 character Limit Job _ lt li gt Formulating technical strategies and tactics for sales Description in support of Actuate products and services and required functioning as an integral part of the sales team lt li gt jaf lt li gt Providing demonstrations of product set lt li gt lt li gt Providing ad hoc and custom demonstrations of the Actuate product set lt li gt lt li gt Presenting technical features and business benefits of the Actuate product set lt li gt lt li gt Working cooperatively with other members of the NEM taam ta racolve tachnircally arianted nrahlame and 200 characters minimum Check Length Job Type rs required Job Status Fulltime E required Figure 2 19 Monster Posting Form OpenHire Recruiter and Recruiting Manager Guide Page 33 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 4 Click on the Post Job button The job is posted to Monster in real time however it may take up to 75 minutes for the job to display on the Monster site 5 After completion of the job posting choose Back to Job Listings This will return you to your Ope
115. date review process you are able to edit your ranking criteria feedback during the interview process Add Comment use this button if you want to comment on the candidate The Add Comment function should be used in situations where you want to record feedback but do not want to send that feedback to the Recruiter immediately Interview Questions use this button to enter CQE Candidate Qualification Engine answers to job specific interview feedback questions Fill out all interview feedback questions fully and then press a the Submit Answers button to Please have the Candidate answer the following questions store your changes You can edit your feedback at any time ae Question Weight 50 by returning to the Interview Questions screen Print Profile in order to generate a hardcopy of the candidate profile select the Print Profile action from the drop down The output by default includes candidate data awe from the top portion of the profile screen followed by the data from the candidate s Resume CV tab Download this Profile the candidate profile can be downloaded out of the OpenHire system to your local computer in an HTML file format To do so select the Download this Profile action OpenHire generates an HTML file of the candidate profile for you to save and share outside of the OpenHire system OpenHire will not track any actions taken on a downloaded file 1 Are you able to travel 2 Describe
116. dates through the OpenHire hosted job listing page The custom eForm itself is built into the standard OpenHire resume submission process and automatically attached to the candidate profile when it enters the OpenHire system Managing Collected eForms OpenHire customers using the eForm module will have an additional candidate profile tab available in order to access submitted forms Summary Resume CW Attachments or Evaluations Activity Status eForms Form Name Description Submitted History Actions 1 Application Form Employment Application Form 15 Dec 2009 12 53 PM view download Figure A 1 Managing Collected eForms Create Modified eForm The collected eForm itself is stored within OpenHire as a separate HTML file attachment By clicking on the View link Recruiters can review the full form submission print a hardcopy or download the HTML eForm for use outside of the system View eForm Return To Resume Print Application Form Download Application Form Form Name Application Form Full Name Erik Paul Gibson First Name Middle Name Last Name Erik Paul Gibson Prefix Suffix Residence 199 Montecito Avenue 206 Oakland CA 94610 US Primary Phone 510 206 0372 Secondary Phone Email Address egibson cytopia com Applied To Customer Service Manager 20102042 Job Posting Date 02 August 02010 Posting Location Code Denver Store 1 DEN1 Figure A 2 eForm OpenHire Recruiter and R
117. desired merge field a 4 6 Xa 9 0 oo B 6 OB TE TH 2 lm X Paragraph Fontfamily Fontsize B Z U Z i E A X Insert text from a Undo or Insert or Insert an Standard Bold Italic View the HTML text file or from Redo an Remove Image and Underline source a Word document Action Hyperlinks 4 5 6 1 2 3 OpenHire s HTML text editor allows users to create emails to send in batch to recipients Here you can type in text add merge fields use the paste feature to add text from a Word document or text file insert hyperlinks view the HTML source and insert images Path p Preview Template Save Template Delete Template Figure C 1 OpenHire HTML Text Editor Additional Information Merge Fields Email Sender Assigned Recruiter Hiring Manager Company Name Enter Date Candidate s Name Candidate s Residence Position Title Job Location e Once you have made changes to the message content you must choose Save Template in order to implement your changes e lt is important to use the insert text option to insert text from a Word document Using the insert text option removes any extra formatting that can cause items to be difficult to format or display incorrectly OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 157 of 177 49 SilkRoad technology e To use the Insert Image feature it is necessary to type in the image URL For example
118. e i gt 10 25 2010 edit Accountant I Advancement Jacksonville reassign 214233 921 adv01 JAC201 E Gail S SheridanRM aa 5 52 AM Figure 2 25 Manage Job Screen Functionality OpenHire Recruiter and Recruiting Manager Guide Page 37 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Sorting the Jobs on the View Jobs Screen Follow these steps to sort jobs 1 Click a letter in the alphabet bar at the top of the page This will bring up a list of job postings that begin with that letter Click 0 9 to choose a job posting that begins with a number 2 To access the full list of jobs after sorting the list click the View All Jobs link in the upper right Reassign the Recruiter or Recruiting Manager Note Reassigning a job posting Recruiter or Recruiting Manager can only be performed by an Administrator or Recruiting Manager Follow these steps to reassign a Recruiter or Recruiting Manager 1 From the Navigation bar under Jobs Postings choose Manage Jobs 2 Next to the job you want to update choose reassign Location Date Created Job Title Department Location Recruiting Last Modified Select Tracking ID Department Code Code Manager Recruiter HiringManager Date Deactivated ai 9 29 2010 n edit Career Counselor I Accounting R ae E Gail H Joe 9 29 2010 8 51 AM gt reassign 20102064 Acct active Figure 2 26 Reassign a Job Posting 3 Using the drop down menu select the user
119. e Not Applicable Salary Currency USD United States Level of Education Not Applicable Years of Experience Not Applicable Figure 2 5 Position Requirements Description Skills Note OpenHire s text editor allows users the ability to quickly and easily create job descriptions and enter required skills and experience See Appendix C Using OpenHire s Text Editor for additional information on using OpenHire s HTML editor Job Description the description of the job There is no character limit on this field The job description field will accept HTML tags for advanced text formatting Required Skills list the required skills for the job There is no character limit on this field The Required Skills field will accept HTML tags for advanced text formatting Required Experience enter any required experience for this position There is no character limit on this field The Required Experience field will accept HTML tags for advanced text formatting OpenHire Recruiter and Recruiting Manager Guide Page 20 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Note The fields related to defining the job description required skills and required experience use the HTML editor This allows users to format the text for display on external and internal job listing sites as well as 3 party boards The HTML editor processes the content and applies the needed HTML tags so that the de
120. e 2 16 Edit a Job Posting 5 Place a check mark in the Post Repost column for each Job Board you want to post to 6 Select the Headers and Footers 7 Using the drop down menu select the Searchable City 8 Choose Post to Job Boards Note If you are posting to Monster you have additional steps that need to be completed in order to post the job See Section 2 3 3 Additional Steps for posting to Monster RTP OpenHire Recruiter and Recruiting Manager Guide Page 31 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Note Job postings that have already been posted in the past will be re posted with any updated information It is important to note that some job boards will charge you to re post a job Costs associated with re posting are as per your agreement with the job board and not determined by OpenHire OpenHire is not responsible for any charges incurred by re sending a previously posted job through the job posting engine Posting to 3rd party job boards requires that login information for the 3rd party boards be kept up to date Your company Administrator must work with SilkRoad technology Customer Care to maintain and keep 3rd party board logins up to date In the event that a job post has an invalid login on file we will contact your OpenHire administrator Complete these additional steps to post to Monster 1 After selecting the job board and header footer and searchable city clic
121. e Last Name Recruiter First Name Recruiter Last Name Job Title Tracking Code Location Name M M Cayenne Woods Thomas BoyleRM Registered Nurse 20102025 Jacksonville M O ASHLEY Test Person IRon Recruiter Training Specialist II 20102009 Montgomery Figure 4 4 Change a Hiring Stage Note If the candidate is moved into a new job with a different Hiring Workflow his her current stage may not be listed for that hiring workflow Only the hiring stages available for that specific workflow are listed in the drop down list The candidate will remain in his her current hiring stage however the stage may not be listed in the stages drop down There are additional activities that can be performed with one of more candidates from the Search Results screen Upon choosing one or more candidates from a list any of the listed recruiting activities can be selected and performed on up to 25 candidates at a time from the Perform Recruiting Activity drop down menu Candidate Search Results What When E Keywords Resume amp Comments Find Search Tips Candidate First and or Last Name Keywords Resume amp Comments Entered in days Aana Search Save Search Save Results Workflows all 7 Take Action Change Job Association x Perform Recruiting Activity gt Applicant Results M Candidate First Name Candidate Last Name Recruiter First Name Recruiter Last Name Job Title Tracking Code Location Name L
122. e needed information you can request the creation of a custom report by the OpenHire Implementation Services Team The creation of a custom report is considered a chargeable services engagement and the cost will vary depending on the complexity of the report A custom report is a customer defined set of columns fields displayed in a user defined order and run based on user defined parameters SilkRoad technology configures custom reports to suit the individual needs of our customers Custom reports are delivered through the My Reports screen in OpenHire and can be made available to any user role It is also possible to configure the report to be run securely from outside of OpenHire over the Web via a secure URL Any custom report that is run from within OpenHire can be exported to HTML MS Excel CSV or XML formats When a report is exported in any of these formats it can be saved to the user s PC and manipulated as desired Once the customer has determined a need for a report the next step is to develop a mock up of the report in Microsoft Excel XLS format We will use this mock up to develop a report specification which will serve as the model for the report The mock up should include e The column headings to be included on the report in the display order desired e For each column heading include a note which defines where the screen field appears in OpenHire e At least 3 rows of sample data The sample data should reflect t
123. e the candidate Deactivating the job will remove the job posting from OpenHire hosted career sites in real time and 3 party boards within 48 hours of deactivation If you select No the job will remain active open and you will be able to hire multiple candidates to the same job 5 If your OpenHire exports hired candidate records as part of an integration of data with another system make sure that the Allow Export of Record drop down is set to Yes OpenHire Recruiter and Recruiting Manager Guide Page 140 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 6 Click on the Continue button to update the Hiring Stage for the candidate Move Resume To move Joe Anderson to this stage we require you to provide the following information View Job Info Start Date 10 27 2010 E Salary Agreement Hired 18 25 Salary Type Hourly 7 Social Sec Number Close this job NO Closing the Position will result in any other associated resumes being moved to Viewed Candidates Allow Export Of Record YES Continue Clear Return Figure 5 20 Candidate Hiring Information When a candidate is moved into the Hired Hiring Stage information is collected about the Hire i e hired salary start date stock options etc This information can be edited via the Modify Hire Information button on the candidate profile screen The Modify Hiree Information link is only present if the candidate resides in the Hired Hiri
124. eaeeeesaeeeeeseseeesseeeeeeas 54 2 4 4 Posting an Approved ReQuiSition cccccccccccseeseceeeseeeeeeeeeeeeseeeeseeeaeseeeesaeneeeeeneas 55 2 4 5 Review Job Posting Requisition Details ccccccsseseeeeeeeeeeeeeeeeeeeseeeeesaeeeeeeeeeas 55 2S WICW OD OU iS eraa otesepeesnaeacsocaeceszascceeceeedeneeeagacesaseesecuaranecseecs essa eacsaecatneons 56 26 Brack Wy obs FaGK All OS ire siesnceseteceecacee cecashcssuecnseanenesadencestecacenc tacts ce scavnateceaeeciateneeet 57 2 6 1 Types of Track My All Jobs Screens ccccccceeeeeeecceeeeceeeeeeeeeeeeeeeseaeaeeseeeeeessaaaeeses 58 2 6 2 Track All My Jobs Column Explanation cccccccccsseeeeeeeeeeeeeaaeseeeeeeeeesaaaseeeeeeees 58 2 6 3 The Hot Match Feature ccccccccccssseccccssscecceseeecceeseeecseseeceeseeessaseeessaseeessageees 61 2 6 4 Managing Candidates from the Job Tracking Screen ccccccssseeeeeeeeeeeeeeesenaeees 62 Zot _ WING C ane e FV Ole 56 6 CIs car cece etecear E E a E 68 2 7 1 Navigating Resume Lists from the Candidate Profile Screen cecceeeeeeeeeeees 68 2 7 2 Moving Candidates through the Hiring Stages cccccccccceeccesssseeeeeeeeeeseeseeeeeess 69 2 7 3 Using the Action M Nu ccccccssssccccceesseeeecceeeeeeeeecaeuececsceauseceeesuaaeeeesesuaaeeesssaaaaes 69 2 7 4 Candidate Profile Tabs ccccccceccccceeeeeeesseeeeeeeeesseeessecceeeesseeeseeeeeeeessssaaeeeeeees 76 OpenHire Recruiter and
125. echnology Column Definitions Job Score displays a percentile value based on a conceptual content comparison of the candidate resume and the job posting A higher percent score indicates a closer match between the candidate and the posted job Request Status indicates whether the interview appointment is still pending Clicking on the Pending link allows you to Accept or Decline the appointment Accepting the appointment updates the Request Status to Accepted Declining the appointment removes the request from the screen Either selection will notify the Recruiter that requested the interview appointment via an automatic email Candidate Location the full name of the candidate and his her City State Country of residence Clicking on the name of the candidate will start the interview feedback process Requester the first initial and last name of the Recruiter who created the interview request Job Title the internal job title and the tracking code in parenthesis for the opening Clicking on the job title will display a description of the job Date Requested the date time that the user created the interview request Interview Info the scheduled date time location duration of the interview Date Completed the date the interview was completed If the interview was not completed this column will be blank Evaluation the Interview Evaluation value selected by the interviewer upon interview completion If the interview was
126. ecruiting Manager Guide SilkRoad Proprietary amp Confidential Page 151 of 177 49 SilkRoad technology By clicking on the download link Recruiters can download and save the HTML eForm for use outside of the system Summary Resume CV Attachments ero Evaluations Activity Status History eForms A Form Name Description Submitted Actions 1 Application Form Employment Application Form 15 Dec 2009 12 53 PM view Create Modified eForm Figure A 3 Download eForm By clicking on the Create Modified eForm link Recruiters can create a copy of the completed eForm The copy allows organizations to modify existing eForms while maintaining the values of the original Note The ability to edit eForms is a feature that may or may not be available based on the settings configured for your organization Follow these steps to modify a collected eForm 1 From the eForm tab click on the Create Modified eForm link Candidate Resume Profile Job Score Qualified Source Recruiter Customer Service 6 C yes no Employee Referral Susan Harris Preliminary Stages What would you like to do with this Candidate Select an Action Captured Online Job Applicants Captured Offline Candidate Erik Paul Gibson Hiring Stages 199 Montecito Avenue 206 Screening Edit View Oakland CA 94610 Manager Review United States Interview eaibson cytopia com Olfer Eiterded ai primary 510 206 0372 i Select a stage to
127. ed All Review j Job Score Candidats Requester Job Title Date Reguested Date Completed Evaluation COE Victor W Lee J testrm 16 Broadview Heights OH US Dec 10 2009 9 28 AM Desktop Analyst 60000200 Figure 3 28 Review Requests Screen Column Definitions Job Score displays a percentile value based on a conceptual content comparison of the candidate resume and the job posting A higher percent score indicates a closer match between the candidate and the posted job Candidate Location displays the full name of the candidate and his her City State Country of residence Clicking on the name of the candidate will start the Review Feedback process Requester displays the first initial and last name of the user who sent the review request Job Title displays the internal job title and the tracking code in parenthesis for the opening Clicking on the Job Title displays a description of the job Date Requested displays the date time the user created the review request Date Completed displays the date the review was completed If the review was not completed this column is blank Evaluation displays the Review Evaluation value selected by the reviewer upon review completion If the review is not completed this column will be blank CQE displays the candidate s CQE Candidate Qualification Engine score as a decimal The maximum score for any candidate is 1 00 or 100 The evaluation column is calc
128. ed Job Category determines how an applicant on the OpenHire hosted job listings page s can browse for the job For example if you choose to associate the job to the Engineering job category an applicant would click on the Engineering link on the hosted job listing page to view the job Note Job Categories are set up during the OpenHire implementation process and are maintained by your Administrator OpenHire Recruiter and Recruiting Manager Guide Page 25 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Create Job Posting Job Category Select the category for the job by clicking in the radio button Jobs will be grouped and presented on your OpenHire Career Website via category Continue Select Job Category Accounting and Finance i gt Financial Planning Advertising Marketing Promotions Sales and PR i gt Marketing Communications Clerical and Administrative gt Administrative gt Clerical College level and Internships Construction Custom Contact Professionals gt Claims gt Inside Sales Customer Service Figure 2 10 Select a Job Category Note The Attachments option may not be available depending on your system configuration Step 4b Add an Attachment 1 Optionally choose to attach a file to the job posting 2 Choose Continue During the creation process the Recruiter may have the opportunity to associate one or more file
129. ed by Recruiters Qualified indicates if an applicant is qualified or not qualified for the position they are associated with Those candidates deemed qualified can be marked as such by a Recruiter for reporting purposes Match Score displays a percentile value based on a conceptual content comparison of the candidate resume and the job posting A higher percent score indicates a closer match between the candidate and the posted job N A is displayed when relevance comparison is not used One or more candidates can be reassigned to another job posting through the Search Results screen Up to 25 candidates can be reassigned to a different job posting at a time with this function Follow these steps to reassign candidates to another job posting 1 From the Search Results screen place a check mark next to the candidate s you want to reassign to another job posting 2 Using the drop down menu at the top of the screen select a new Job Association OpenHire Recruiter and Recruiting Manager Guide Page 114 of 177 SilkRoad Proprietary amp Confidential SilkRoad technology Candidate Search Results Who What When Find Search Tips Candidate First and or Last Name Keywords Resume amp Comments Entered in days Aana Gent Save Search Save Results Workflows All E Take Action Change Job Association z Perform Recruiting Activity z Applicant Results J Candidate First Name Candidat
130. eed pre employment screening such as a background check or assessment testing prior to formally extending an offer These candidates are placed in the Viewed Candidates stage when the job is closed Offer Approval candidates to whom an offer will be extended but the offer is being reviewed by Hiring Manager or other company officers These candidates are placed in the Viewed Candidates stage when the job is closed Offer Extended candidates who have been extended and have accepted employment offers but whose new hire paperwork has not been processed These candidates are placed in the Viewed Candidates stage when the job is closed Hired candidates who have accepted the offer and are now employees of the company Offer Declined candidates who have declined an offer of employment from the company When a candidate is moved into this stage all information associated with their Original offer is reset Moving the candidate back into an earlier Offer stage will allow a Recruiter to build and extend a new offer These candidates are placed in the Viewed Candidates stage when the job is closed Viewed Candidates consider for future candidates that were rejected for a specific position but may be considered for future positions When a job is closed all associated candidates except the person hired go to this stage automatically For this reason it is important for a Recruiter to properly manage the candidates associated with a job before
131. eld Service Technician 1 Service Technician _ JobPostingTitle TrackingCode Location Chicago Office CHI303 JobCategory OpenhireHireDate Technicians oo 11 08 08 7012663 Tracy Smith User silkroad com User silkroad com 7012645 Paul Spencer D 4 17 2010 9 50 03 AM 2 8 2010 11 22 24 AM 212535 185215 Field Service Technician 1 Service Technician Engineer II 185215 920 Engineer II 185215 920 Chicago Office CHI303 Company oO HO101 Technicians Profas laa 12 56 49 5 6 2010 11 54 04 AM PreviousStagename Interviewing originalsource EEOCSource EEOEthnicityRace Offer Extended Monster Unknown Unknown EEOQGender Unknown Unknown Unknown Figure E 21 Detailed Hired Candidates Information Hiree Export EEODisabled Unknown Unknown Offer Extended Test SRT Unknown Unknown Agency Unknown Campus Unknown Unknown Recruiting Unknown Unknown Unknown EEOVeteranStatus Qualification EEODisposition Status No Qualification Hired Selected Status Defined Hired Selected oo t Defined No Qualification Status Defined Hired Selected The Hiree Export report consists of a log of detailed hired candidate related data including account custom fields Used to extract hiree information in batch in response to a clien
132. eld is only used when posting to some 3 party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Per Diem select whether or not the position offers a per diem allowance This field is only used when posting to some 3 party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Minimum Salary the minimum offered salary for the job Any value entered will display to applicants Maximum Salary the maximum offered salary for the job Any value entered will display to applicants Salary Type select a salary type This is the frequency in which the job salary is paid Salary Currency select the international currency in which the job salary is paid OpenHire Recruiter and Recruiting Manager Guide Page 19 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Level of Education select the minimum acceptable level of education This field is only used when posting to some 3rd party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Years of Experience enter the number of years of experience required to perform the job This field is only used when posting to some 3rd party Job Boards It is not posted to the OpenHire hosted internal and external job listings sites Position Requirements Travel No Travel Required Per Diem Included Yes No Minimum Salary Maximum Salary Salary Typ
133. eni Decline Close ae Figure 3 14 Exiting the Online Browser OpenHire Recruiter and Recruiting Manager Guide Page 93 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology 3 5 Search Folders The Search Folders are a user defined folder system designed to allow the storage of search criteria and search results and the sharing of candidate data Search Folder the top level containers for saved searches and resume groups Saved Search a set of search parameters saved for later use Agent Search a saved search scheduled to run every night with several notification options Resume Group a specific list of resumes grouped together for any reason to allow easy sharing of candidate short lists A search folder is the top level of organization for saved search criteria or the results of previous searches Search folders can be shared among multiple users or marked as private e Private search folders are specific to the user who is logged in Each user can define his or her set of private search folders e Shared search folders are not specific to an individual user Permissions may be applied to the shared search folder to control access Follow these steps to create a search folder 1 From the Navigation bar under Candidates choose Search Folders 2 Click on the Define New Folder or Define Shared Folder link 3 Enter a Folder Name and description For shared folders using the lt and g
134. ential 43 SilkRoad technology Activity Status Tab Activities being conducted outside of the OpenHire system can be tracked using the Activity Status tab When a particular activity is started a check can be placed into the check box indicating the activity is initiated The date the activity started can be entered as well Upon completion of the activity the Date Completed can be logged If an activity is being suspended the dates can be cleared and the Initiate Uninitiated check box is de selected History Tab The History tab displays a complete audit trail of actions and updates performed to the candidate record as well as any comments resume reviews and or interview feedback A drop down in the upper left corner of the History screen allows filtering between History Comments or both Information is sorted by date starting with the most recent item The Add Comment button allows comments to be added to the candidate profile OpenHire Recruiter and Recruiting Manager Guide Page 79 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Candidates This is the third chapter in a series of six chapters of the OpenHire Recruiter and Recruiting Manager User Guide This chapter provides information on the following Overview of Managing Candidates Candidate Dashboard Upload Candidates Search Folders Recycle Bin Interview Requests Review Requests Employee Referrals Candidate Agents
135. eport is provided by OFCCP compliant employers for new hires and existing employees Our version accommodates only new hire data The report provides counts for candidates that were hired over the user defined date range The candidate must still reside in the Hired stage at the time the report is run 2007 and up New Hire Vets 100 EEO Report Total New Other Protected i eteran Veteran of D ietnam Era Special Disabled 0 eteran Recently i veteran Not a Disabled i eteran Armed Forces service T veteran O a a a a a 2 o CC CCC a Figure E 5 New Hire Vet 100 EEO Report EEO Job Category Office amp Clerical Officials amp Managers First Mid Level Professionals Technicians TOTALS 2007 EEO Data Report The 2007 EEO Data Report shows EEO data for candidates that entered OpenHire from 01 Jan 2007 onward The report does not include pre 2007 data For performance purposes the report uses the data stored in a data mart to ensure that large sets of data can be extracted in real time 2007 EEO Data Report Location Sine Disposition Tracking Job Title E APTA Recruiter candidate a Candidate Dat Candidate Full wn Gend Ethnici Disability Veteran Candidate Enter Date Gf hired Name nicity Status Status Source Installation Chicago 135 Technician II Office CHI303 05 20 2009 06 30 2009 Yo Test Chose not t I choose Ca 1200 2 06 27 2009 08 05 200
136. equisition Administrator forwards the requisition to the Job Creator using the Save amp Forward for Posting button at the bottom of the requisition form A Job Creator can be a Recruiter Recruiting Manager or an Administrator Requisition Administration Requisition Creator Emily Gail Requisition Administrator Gail Emily If no one is selected Emily Gail will be the administrator Job Creator Jeff Recruiting Manager Figure 2 37 Requisition Administration OpenHire Recruiter and Recruiting Manager Guide Page 44 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Requisition Information Job Template job templates are pre defined job data sets Selecting a template will populate the job form with data from the job template Templates are created and administered by Recruiting Managers and or Administrators Note Once you begin typing a list of acceptable values display Hiring Workflow select a hiring workflow The workflow contains the specific hiring stages relevant to the hiring process position It is necessary to contact your System Administrator to make changes to a hiring workflow Note When a Job or Requisition is tied to a template the template hiring workflow takes precedence Note Depending on company specific hiring processes you will have one or more hiring workflows to choose from Internal Job Title the title of the job that is displayed to users of OpenHire Po
137. er Footer change requests must be made by a designated system administrator OpenHire Recruiter and Recruiting Manager Guide Page 36 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Users are required to select a Searchable City in order to submit job posting requests into the posting queue The available Searchable City values are based on the State Province of the job Please review information related to the position s location To improve searching on 3rd Party job boards we suggest you select a Searchable City for the posting if it is available Current Values Revise Information Country US United States State Province IL as Illinois eh City Post To Job Board s Cancel Post To Job Board s Figure 2 24 Selecting a Searchable City The Manage Job Screen allows you to reassign edit deactivate and or view job postings Manage Jobs View as Recruiter tan x Active Jobs Deactivated Jobs Create Job Posting Displaying 1 to 50 out of 86 records Page 1 of 2 W S o9 ABC EEGHIJIKLM p RSI View allJobs lt Location Date Created Job Title Department Location Recruiting Hiring Last Modified Tracking ID Department Code Code Manager Recruiter Manager Date Deactivated Implementation c H 7 26 2010 Area Manager Service123 ompany HQ y Recruiter P B BigneyRM 9 9 2010 12 54 PM i HQ100 rm Bigney 9 2010 12 reassign 214246 921 SERV393 Q armstrongsrt activ
138. er the title The location of the job posting is also indicated Clicking on the job title will bring the user to the Job Posting Details screen Resumes if you are accessing the Resumes column from the Open Job Tracking screen the column displays the number of candidates associated with the job posting that reside in any Hiring Stage from the Job Applicant stage up to but not including the Hired stage The number will not reflect those candidates that have been moved to any stage after the Hired stage since those candidates are no longer in consideration OpenHire Recruiter and Recruiting Manager Guide Page 58 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Clicking on the number in the Resumes column will load a list of candidates associated to the job posting If you are accessing the Resumes column from the Closed Job Tracking screen the column displays the number of candidates associated with the job posting that reside in ANY Hiring Stage Clicking on the number in the Resumes column will load a list of candidates associated to the job posting Hot Match job postings are polled by the system to see if the content of the postings is a match to any candidate records in the customer s account The Hot Match number displays how many candidates have been identified as a potential match Clicking on the number or the flame icon prompts OpenHire to poll the candidate records once more and return all Hot Match
139. es 144 6 3 2 Building a New Report ccccessecceeceesseeeeesseasseeeeeseasseeeesseaeseeeesseauseesesseaeeneesias 145 6 3 3 Executing a Saved REPOrt ccccccccccccccccesesessseseeeeeeeeeeeeeeeeeeeeeaaaeaegseseeeeeeeeeeeeeees 148 6 4 4 Deleting a Saved REPort cccccccccccccccecceesssesseseeeceeeeeeeeeeeeeeeaeaaasssseseeeeeeeeeseeees 148 CA CUSTOM RODONS scnnccancecneseinencosuacasmeseueanasdarcanesande aA Eaa arrana 149 Appendix A Custom Electronic Forms CFOrMS snnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnna 150 A 1 Overview Of Custom eFOormMS cccccccecceseeeeecceeeeecaeeeseeeeeeeeseaeesseeeeeeesssaaeaseeeeeesessaaaaeses 150 A 2 Collecting eForms from Candidates using Email sssseeeeeeeeeeeeeeeeeeeeaaaaeesseeeeeees 150 A 3 Collecting eForms from Candidates Up Front cccccccsssssssssssseeeeeeeeeeeeeeeeseeeasaeesseeeeeees 151 OpenHire Recruiter and Recruiting Manager Guide Page 3 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology A 4 Managing Collected GFOrMsS cccccccccsssssseceeeeeeeeeeeeeeeeeeeeeeseesseceeeeessaeeaeeeeeeeessaaaseess 151 A 4 1 Viewing Collected eFormS ccccccccccccccesesseeeceeeeeeeeeeseeceeeeeseeeeeeeeeeeeeessaaaeeeeeeess 151 A 4 2 Download Collected GFOrms ccccccccccssssseeccceeeeeeeeeseeeeeeeeseeeeeeeeeeeessssaaaseeeeeeees 152 A 4 3 Editing Collected CFOrMS cceecccc
140. es that have the keywords listed in their resume The results are sorted by relevance in comparison to the selected job with the most relevant results appearing at the top of the result list For example if the keywords entered are javascript and html and the user selects a Web Developer position from the Relevance Comparison area it is likely that the candidates will be ranked highly since the keywords are pertinent to the relevance comparison However if the keywords entered are javascript and html and the user selects a Zoo Keeper position it is likely that the candidates returned will not be ranked highly because they are not pertinent to the selected position In both examples the same records would be returned but since the search is only showing the top 500 records of the total that were returned the ranking relevance is the determining factor as to which results the user actually sees If filters are also selected such as enter date or proximity to postal code these filters are applied after the keyword search and before relevance comparison Once you have run a search the results are displayed in a list format The search results are displayed in the order they have entered the system with the most recent candidates appearing at the top of the result list unless relevance comparison is used Additionally users can add remove and reorder search column headings Furthermore the number of results returned per page from 10 10
141. esired minimum start date for a candidate This field is only used when posting to some 3rd party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Requisition Information Job Template Hiring Workflow Select Hiring Workflow Internal Job Title Posted Job Title Tracking Code lt System Generated gt Number of Positions 1 Position Type Full Time Regular Job Level Choose One Duration Regular At Will Permanent M if not Full Time Regular Expected Start Date Eal Figure 2 38 Requisition Information Location Details Job Location Code select a Job Location Code A location code will populate the City State Zip and Country fields These location codes are administered by your Administrator Once you begin typing a list of acceptable values display If the Job Location Code values do not appear in your OpenHire instance it is because your Administrator has not configured any locations Country select the country the job posting is based in City the city the job is based in If this is a regional position input the closest metropolitan area or your company s home base Indicate in the job description that the position is regional State the state the job is based in If this is a regional position input your company s home base and then indicate in the job description that the position is regional Zip Postal Code the postal code the job i
142. ewer 2 Reviewer 2 declines and sends an email back to the Approval Administrator indicating why The Approval Administrator updates the offer and then resends the review for approval to Reviewer 2 by pressing the Email Reviewer 2 bution Reviewer 2 accepts triggering the request to Reviewer 3 Reviewer 3 accepts triggering a notification to the Approval Administrator and the creator of the offer approval that the offer has been approved and an offer letter can now be generated The Save Offer Review button at the bottom of the Offer Approval screen saves all the details of the offer approval path and reviewers without emailing any reviewers If an offer review is saved and the user selected in the Approval Administrator drop down is someone other than the user initiating the offer review then the new Approval Administrator is notified via email that they are responsible for administering the process An offer approval request can only be finalized once all reviews are set to Approved The Approval Administrator should click the Finalize Offer Review button This informs the Offer Creator and the Offer Administrator of the approval of the offer request and notifies them that an offer letter can be generated OpenHire Recruiter and Recruiting Manager Guide Page 138 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Follow these steps to delete an offer request 1 From the candidate profile click on the Modify Offer In
143. ext step 3 Click on the Continue button Schedule Interview for Eric Foster OpenHire offers an Activex component that allows the application to communicate wth Microsoft TEI F i i i Gick hara o ee Outlook s free busy schedules ActiveX plugin Install this activex control View Installation Process and Software Requirements Are you creating C an OpenHire Interview an Interview conducted and completed by an interviewer outside of Select Interviewer OpenHire Continue Figure 5 7 Schedule an Interview 4 Click on the Choose Interviewers button A list of available interviewers becomes available Highlight the names of the interviewers and choose Add You may also add external recipients by entering their email address and choosing Add OpenHire Recruiter and Recruiting Manager Guide Page 126 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 5 Choose Done when you are finished selecting the interviewers For Candidate Eric Foster Posted Job Title Engineer Hiring Stage Job Applicants Assigned Recruiter Bryan Kloha Current date time Friday January 30 2009 2 13 PM EST Help Select Inieewiemera Select interviewers from the left and move them to the right to build your list When you re finished click the Done button to finish your email configuration Add an interviewer from Interviewers for Eric Foster your list of active users LinkousRM Ouida LloydH
144. ey are associated with using this data mart OpenHire Recruiter and Recruiting Manager Guide Page 145 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology The Job Posting Metrics data mart should be used when your intended output is a single job record per row You can extract detailed information about jobs and limited information about the candidates using this data mart Report Builder Create New Step 1 of 2 Choose Report Data Mart We have grouped the data in the system into logical groups Data Marts These Data Marts will provide all fields that are available for reporting grouped by area of months of resume profile records Please select a data mart below Data Marts Select Return to Main Page Figure 6 6 Select a Data Mart Step 2 Select an export format sort order and elect to save the report definition Use the Export Report drop down to select the file format the report will be exported in If you want to review the results on screen immediately use HTML If you want to be able to save and manipulate the output later choose Excel Use the Sort Order By and Sort Order drop downs to determine which column the report output will be sorted by and whether the sort will be in ascending or descending order If you want to save the report for future use set the Save Report Definition drop down to Yes If you select yes you will be prompted to enter a report name and descrip
145. fer to the Candidate Qualification Engine Guide which can be downloaded via the Site Help link Follow these steps to complete a review request 1 From the Navigation bar under Candidates choose Review Requests 2 Click on the name of the candidate 3 Use the Action items from the drop down menu at the top of the profile screen to add comments and rank the candidate Additional Action Item Options include Print Profile select the Print Profile action from the drop down to print a hardcopy of the candidate profile The output by default includes the candidate data from the top portion of the profile screen and the data from the candidate s Resume CV tab Download this Profile the candidate profile can be downloaded out of the OpenHire system to your local computer in an HTML file format To do so select the Download this Profile action OpenHire generates an HIML file of the candidate profile for you to save and share outside of the OpenHire system OpenHire will not track any actions taken on a downloaded file Complete Review use the action to complete the resume review process This prompts a new browser window to open containing the Complete Review screen Use the drop down to select a review evaluation and enter an optional evaluation comment to elaborate on your selection Press the Submit button to complete the resume review When you click the Submit button your review evaluation and comment is sent via email to the reque
146. fo button 2 Click on the Delete Offer Review button at the bottom of the page This deletes the offer request When a candidate is moved to an Offer related Hiring Stage information is collected about the offer i e offered salary start date stock options etc This information can be edited via the Modify Offer Information button on the candidate profile screen The Modify Offer Information link is only present if the candidate resides in the offer hiring stage After generating an offer letter OpenHire provides the option to upload and attach the offer letter to the candidate profile If the Recruiter uploaded the offer letter in this fashion itis available under the Attachments tab of the candidate s profile screen Upon generating an offer letter OpenHire will provide a set of instructions within the interface describing how to proceed with uploading the letter into the candidate profile if a copy is going to be maintained in the system 5 6 Pending Job Offers Follow these steps to view the pending job offers 1 From the Navigation bar under Job Postings choose View Job Offers 2 The Job Offers screen provides a list of all incomplete job offers An offer can have several statuses depending on how much of the Offer Review process has been completed Depending on the status of the offer the Action column will display the actions allowed You are viewing 1 to 25 of 29 records 1 2 e Approved Fending Rejected
147. ge All Hiring Stages Prequalification Return Workflows Default Workflow x Take Action Change Hiring Stage x Change Job Association x Perforrn Recruiting Activity x Displaying 1 to 25 out of 402 records Page i ofiz i Job Candidate Trackingcode Job Score Location Enter Date Assigned Recruiter Last Modified Source ETES Job Location Location Code Evaluation Fail Fla Disposition Qualified BURNS HALE 12 02 2008 Process Engineer Sandston AZ US 12 02 2008 11 16 PM Careerboard com P Cataletto Not Defined TX Pasadena 1036 peter m ladas 11 24 2008 Account Manager inverness IL US 11 24 2008 11 26 AM 60000239 CareerBuilder P Cataletto Not Defined IL Lemont POD Service Ctr 5003 Figure 3 2 Accessing Candidate Profiles from the Hiring Stages Screen e Use the Workflows drop down list to filter candidates by workflow Click on a column heading to sort by that column or click again to reverse the sort order e Click on the name of any candidate to access that candidate s record This is the primary page a Recruiter uses for managing moving sending commenting on and modifying a candidate record OpenHire Recruiter and Recruiting Manager Guide Page 83 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology e Select one or more candidates by placing a check mark in the corresponding checkbox Once selected Recruiters and Recruiting Managers can change
148. gick Manny Manny begick silkroad com Recruiting Manager mbegick Inactive Jun 12 2008 992285 Bigney Benjamin benjamin bigney silkroad com Recruiting Manager schm Inactive May 10 2010 992275 Bragg Nick nicholas bragg silkroad com Recruiter mci5920rm Active Dec 03 2009 Figure E 22 User Account Report User Locations Report The User Locations report provides an extract report of user location associations User Locations Report User id UserFirstName UserLastName User Role Associated Locations Company HQ HQ100 Chicago Office CHI800 Devonhaddon UK UK890 Syracuse Office SYR335 Jacksonville JAC201 M B Philadelphia PA PA004 Corporate Center Wacker 000A Corporate Center Downers Grove 000B Nashville Shared ii Services Center 000D Montgomery MT309 Dublin E test 992278 Benjamin BigneyRM rahe Recruiting Winston Salem WS GreenvilleNC GNC GreenvilleSC GSC Raleigh Durham RDU Denver Store 1 DEN1 Tampa 72 a op Manager TAMFL Columbus OHIO01 Recruiting Manager 957263 Angie BorjaRM Jacksonville JAC201 968068 NisbettREC Recruiter Chicago Office CHI800 Recruiting 5 959610 ThompsonRM P Syracuse Office SYR335 974968 Mimi Jerkan Recruiter Company HQ HQ100 974969 i Dominguez Recruiter Company HQ HQ100 Recruiting 978494 i Brandowtest Manager Chicago Office CHI800 Jacksonville JAC201
149. ground check Rejected Unsatisfactory employment testing scores A E 6 Z z E E E Z z z x p LA Reguisition Cancelled Figure 2 61 Select a New Disposition OpenHire Recruiter and Recruiting Manager Guide Page 64 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Emailing from the Job Tracking Resumes Screen using the Candidate Correspondence Engine CCE Multiple candidates can be sent an email message via the Candidate Correspondence Engine CCE feature through the Resume Screen Up to 25 candidates at a time can be sent a message with this function Follow these steps to email a candidate 1 From the Resumes screen place a check mark next to the candidate s you want to email 2 Using the drop down menu at the top select Perform Recruiting Activity gt CCE Correspondence Resumes Take Action Change Hiring Stage Change Job 4 zi Perform Recruiting Activity Perform Recruiting Activity on Change D 14 Candidate s for the Account Manager 60000132 position E Displaying 1 to 14 out of 14 records C CE C oli sh Page 1 of 1 Candidate Enter Date ae gt electer Fail Flag Disposition Qualified Job Score Location Last Modified s0 Zajac 11 04 2008 Prequalification no Not Defined Not Defined St Clair Shores MI US 11 04 2008 05 10 PM Internet Job Board Wayne F Burt 10 21 2008 Prequalification Not Defined Not Defined SUNNE
150. gs can be updated through the Hiring Stages screen Up to 25 candidates at a time may have a value assigned 1 From the Hiring Stages screen place a check mark next to the candidate s you want to update 2 Using the drop down menu at the top select Perform Recruiting Activity gt Qualify Selected or Disqualify Selected All Hiring Stages Sent To Manager Return Workflows Default Workflow x Take Action Change Hiring Stage Change Job Association Perform Recruiting Activity Perform Recruiting Activity Change Disposition alani aande CCE Correspondence g Displaying 1 to 25 out of 63 records Delete aeei Page 1 of 3 W s Qualify Selected Job Disqualify Selected Candidate Enter Date Trackinacode Evaluation Job Score Location ere aaa elie Assigned Recruiter Source Last Modified Job Location Fail Fla Location Code Disposition Qualified Jeffrey M Lane 11 20 2008 Account Manager St Simons Island GA US 11 20 2008 01 38PM 60000239 Internet Job Board P Cataletto Not Defined IL Lemont POD Service Ctr 5003 BARRY LOMONT 11 18 2008 Account Manager FORT WAYNE IN US 11 18 2008 02 02PM 60000236 Magnum Associates P Cataletto Not Defined OH Avon Lake Offices WS ie Figure 3 10 Set a Qualification Status 3 Confirm the Qualification by choosing OK OpenHire Recruiter and Recruiting Manager Guide Page 89 of 177 SilkRoad Proprietary amp Confidential 3
151. gy All the details of the offer are sent to the reviewer s in an email The email contains an Accept and a Reject link If the reviewer selects Accept an email notification is sent to the Offer Administrator indicating the reviewer s acceptance If the review is sequential the system will also send an approval request to the next reviewer In addition the reviewer s approval status is set to Approved and a comment is added to the reviewer record indicating the approval status along with the date and time stamp If the reviewer selects Decline the approval status is set to Rejected and a blank email message is displayed on screen The email is pre populated with the Approval Administrator s email address The reviewer should indicate why the offer request is being rejected and send the message to the approval administrator It is the Approval Administrators responsibility to ensure any applicable updates are made to the offer based on the feedback from the reviewer In the case of an in sequence approval path the approval chain stops if any reviewer rejects the request The approval chain can be restarted by resetting the approval status to Waiting for Approval and then pressing the Email button next to the next sequential approval in the chain For example if the Approval Administrator defines 3 levels of approval then initiates the review the first request is sent to Reviewer 1 Reviewer 1 accepts so the request is sent to Revi
152. he Account Manager 60000132 position Displaying 1 to 14 out of 14 records Page 1 of 1 Candidate Enter Date Current Stage Evaluation Fail Flag Disposition Qualified Job Score Location Last Modified Jason A Zajac 11 04 2008 Prequalification no Not Defined Not Defined SEE 53 St Clair Shores MI US 11 04 2008 05 10 PM Internet Job Board Wayne F Burt 10 21 2008 Prequalification Not Defined Not Defined SENEN 91 Fontana CA US 10 21 2008 12 19 PM Other source Figure 2 59 Change a Candidate s Job Association Note If the candidate is moved into a new job with a different Hiring Workflow his her current stage may not be listed for that hiring workflow Only the hiring stages available for that specific workflow are listed in the drop down list The candidate will remain in his her current hiring stage however the stage may not be listed in the stages drop down Page 63 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Assign Dispositions from the Job Tracking Resumes Screen A disposition is a reason why a candidate is not being selected to fill a particular job posting Multiple candidates can be assigned a disposition through the Resume screen Up to 25 candidates at a time can be assigned dispositions with this function Follow these steps to assign a disposition 1 From the Resumes screen place a check mark next to the candidate s you want to update 2 Using the d
153. he desired output of the report e The name of the report and any additional notes should appear at the top of the report e Indicate the default sort order which column at the top for the report OpenHire Recruiter and Recruiting Manager Guide Page 174 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology e Any global report parameters should be referenced as notes at the bottom of the mock report A global report parameter is any parameter that defines the overall operation of the report every time it is run regardless of user input For example an Open Job report should never show closed jobs Therefore the fact that the job is open would be considered a global report parameter e tis important to indicate any report filters at the bottom of the mock report For each report the customer may select up to 5 report filters A report filter limits the data that is displayed on the report in some way Any field may be used as a filter as long as it is a drop down field or date and it is associated with the data being pulled into the report in some way Once a mock report is constructed it should be send it to our Customer Care Center with an explanation of your request An Implementation Consultant will be assigned to review the mock up and draw up a specification based on the mock up The actual specification is an expansion of the mock report using customer provided information in an OpenHire develope
154. he search is being conducted The comments along with the details of the search are archived and can be provided to customers by request If you are not sure whether OFCCP compliance is a concern in your organization contact your Administrator OpenHire Recruiter and Recruiting Manager Guide Page 110 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Candidate Search Who What When is Resume amp Comment Find Search Tips Candidate First and or Last Name Keywords Resume amp Comments Entered in days Contact Information Phone Number Country United States x Email Address State Alabama Alaska American Samoa Radius Search Candidates within Zip Postal Code Education amp Preferences Unknown Candidate Source Full Time Regular ADP4 Part Time Advantage Professionals hd Consulting Temp 1 o Hire Co op Education Level Select Minimum Degree x Certifications Career Level Skill Set Junior Management Management Security Clearance Select Security Clearance 7 Senior Management Work Authorization Any Status x R sum Content Condition fang __ E Additional Criteria Candidate Current Stage Job Association Active Job Relevancy Open Prospects E Phone Screen l f Reference Checking Screening Rank the search results for relevancy against the Viewed Candidates selected job Candidate Questions CQE Keywords separate with
155. hen a job is placed on hold or cancelled Follow these steps to process a review request without completing the review 1 Place a check in the box to the left of the review request 2 Click on the Process without Review button If you use this method to complete the review an evaluation of Review Not Conducted Incomplete Request is automatically selected Note The permission to process requests without review may not be an available option Enabling this function is at the discretion of your OpenHire customer administrator OpenHire Recruiter and Recruiting Manager Guide Page 124 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 5 4 Interview Requests OpenHire has two methods for creating interviews One is to schedule the appointment and conduct the interview using OpenHire and the other allows the Recruiter to enter the details of an interview that has been performed outside of the system Both types of interviews are initiated by selecting Schedule an Interview from the drop down of available actions on a candidate profile screen This opens a screen that displays the two options for creating an interview request Note OpenHire Interview Scheduler requires the use of the ActiveX component Interview Scheduler allows Recruiters and Recruiting Managers to see interviewer availability In order for the Interviewer Availability to function in an OpenHire account there are several proces
156. iated with the Recruiting Sections for Recruiters and Recruiting Managers Use the Navigation bar on the left to access menu items and navigate within OpenHire Click the next to any menu option to expand that menu Depending on your role in your organization your options for the menus on the left side of the page will vary Click on Home to access the Recruiter Dashboard Recruit The Recruit menu allows you to manage requisitions job postings and candidates Recruiters and Recruiting Managers have access to the recruit menu Analyze The Analyze menu provides additional visibility in OpenHire Recruiters can view and manage interviews track jobs and check for redundant resumes In addition Recruiting Managers also have access to Report Builder that allows them to define their own reports Organize Recruiting Managers and Administrators have access to the Organize menu This menu allows you to define information on a system wide scale and manage Hiring Manager users For more information about this functionality please refer to the OpenHire Administrator OpenHire recruiting management Hi Emily Gail Home 4 Job Postings 5 Candidates SO Resources Candidates Search Advanced Search Jobs Search Advanced Search Analyze S Recruiting Activities Organize
157. ically in real time Note If you are posting to Monster you have additional steps that need to be completed in order to post the job See Section 2 3 3 Additional Steps for posting to Monster RTP OpenHire Recruiter and Recruiting Manager Guide Page 30 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Follow these steps to post a job that has already been created 1 From the Navigation bar under Job Postings choose Manage Jobs 2 To narrow your results use the drop down menu to view by Recruiting Manager 3 Click on the edit link next to the job you want to repost Manage Jobs View as Recruiter tan 7 Active Jobs Deactivated Jobs Create Job Posting Displaying 1 to 50 out of 86 records Page 1 f2 Ve View all Jobs A c E E H 1 L M P R SI Location Date Created Job Title Department Location Recruiting Hiring Last Modified Tracking ID Department Code Code Manager Recruiter Manager Date Deactivated Implementation c H 7 26 2010 Service123 HO100 Q J Recruiter ee eit B BigneyRM 9 9 2010 12 54 PM SERV393 g active Area Manager 214246 921 Accountant I Advancement Jacksonville AC201 10 25 2010 214233 921 adv01 E Gail S SheridanRM 10 25 2010 5 52 AM active Figure 2 15 Selecting the Job to Post 4 Click on the Boards link at the top of the screen Position Details Approval Details Department Priority Categories Attachments Questions Boards wg Figur
158. icants E Captured Online J Job Applicants W Captured Offline E Manager Review mm Screening Interview Offer Approval Wi Offer Extended ma Hirad a El Shared Hiring Stages Stage Candidates E Viewed Candidates 148 E Open Prospects 21 i Archives do not consider Fi Figure 3 1 Hiring Stages Hiring Workflow use the drop down list to select a hiring workflow to view To view all workflows associated hiring stages and candidates select All Job Status use the drop down to view Open Closed or All Jobs View as Recruiter use the drop down at the top of the page to view by a specific Recruiter or Recruiting Manager or use the All option to view information for all Recruiters Recruiting Managers By default a Recruiting Managers dashboard view displays information for all Recruiters and Recruiting Managers The following is a list of the default hiring stages in OpenHire Note ANY stage can be renamed and stages can be added or removed from the default configuration within technical limitations With that in mind your default hiring workflow configuration may vary from the example below Additionally you may have one or more custom hiring workflows Consult with your OpenHire customer administrator for more information about company specific hiring stage information Preliminary No Job any candidates captured by a Recruiter using the Online browser or Upload Candidates tool that are not associated to
159. idates you may attach files use the Cc and Bcc options Deleting Candidates Multiple Candidates can be deleted through the Search Results screen Up to 25 candidate records may be deleted at a time Follow these steps to delete candidates 1 From the Search Results screen place a check mark next to the candidate s you want to delete 2 Using the drop down menu at the top select Perform Recruiting Activity gt Delete Selected 3 Confirm deletion by choosing OK OpenHire Recruiter and Recruiting Manager Guide Page 117 of 177 SilkRoad Proprietary amp Confidential 4 3 OpenHire Recruiter and Recruiting Manager Guide 43 SilkRoad technology Setting a Qualified or Not Qualified Status For those customers that must remain compliant with OFCCP reporting standards for Qualified and Not Qualified applicants multiple candidate status settings can be updated through the Search Results screen Up to 25 candidates at a time may have a value assigned Follow these steps to set a qualification status 1 From the Search Results screen place a check mark next to the candidate s you want to update 2 Using the drop down menu at the top select Perform Recruiting Activity gt Qualify Selected or Disqualify Selected Job Search The Job Search feature allows Recruiters and Recruiting Managers the ability to search for job postings Searches can be conducted using the Quick Search feature or Advanced Search From
160. ill default to All Sections Recruiter Screening the question can be answered by Recruiters at any point after the candidate has entered the system The candidate must be associated with the job to display the questions Internal Job Listings the question will be asked to candidates applying online at the OpenHire hosted intranet job listings interface Interviews the question can be answered by Hiring Managers during the OpendHire interview process External Job Listings the question will be asked to candidates applying online at the OpenHire hosted public external job listings interface Fee Agency Submission the question will be asked to fee agencies when submitting a candidate online at the OpenHire hosted external job listings interface 4 Place a check in the box to the left of the specific questions to be added 5 Press the Select Question s Quickly button to apply the selected questions to the job posting 6 Select the Question Selection Completed button to finalize the question selection process OR choose to further define the question settings by following the steps outlined below Create Job Posting Manage Job Evaluation Questions Use this screen to select Evaluation Questions to be associated with this job View Instructions Select All Clear Selected AAT Accounting and Finance category has 2 question s O selected AAT Sales category has 5 question s O selected CORP Accounting amp F
161. in process doesn t work whenever that session cookie has been terminated or cleaned out You will be notified by Careerbuilder when this occurs Once you are on Careerbuilder s web site simply hit the browser s BACK button and proceed with the normal login process On subsequent uses of the site you will not be presented with this message unless your session cookie has been terminated by Careerbuilder If you need any assistance please contact us at openhire supporn silkroadtech com or call 1 866 803 9663 Customer Support Log Into Careerbuilder Figure 3 12 OpenHire Online Browser 2 Perform a candidate search as you normally would For example you may enter a Keyword search 3 Click on the search result to load the candidate in the Online Browser window 4 Click the Capture button on the top navigation bar of the browser window OR click the Back button to return to the search results screen and choose a different candidate Clicking the Capture button initiates a parsing process whereby OpenHire attempts to separate a candidate s contact information from the rest of his her resume Note The parsing process is not 100 accurate due to the many different formats that a resume Is constructed in OpenHire Recruiter and Recruiting Manager Guide Page 92 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology fs OpenHire Custom Browser www CAREERBUILDER COM Reload Stop Back Fo
162. in the drop down list you must submit an updated reviewer list to SilkRoad Customer Care Center Review amp Approval Details Status New process e You can submit this Job Offer for review to one or more people for approval by filling out the name and email address of each person you would like to review and approve the offer If more than one person is necessary to approve this offer you may choose to require that each subsequent reviewer only be informed after a preceding reviewer has approved the offer Simply check the Review In Sequence box and select the Email Reviewer button for the primary reviewer Otherwise simply press the Email Reviewer button to send the offer to a specific reviewer for approval Or you can send the offer to all reviewers at the same time by pressing the Email All button When the final reviewer s Approval Status is set to APPROVED and the approval is saved the chosen administrator will be able to forward the offer to Joe Anderson M Review In Sequence Reviewer No 1 Reviewers Select Reviewer Names Reviewer s Name Reviewer s Email Email Reviewer 1 Last Sent Date CFT Reviewer s Title CT Phone No es Department Approval Status waiting for Response Date Approved Notes Comments z Figure 5 18 Defining Reviews OpenHire Recruiter and Recruiting Manager Guide Page 137 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technolo
163. inance category has 1 question s O selected CORP Information Technology IT category has 6 question s 0 selected CORP Risk category has 6 question s O selected Select Question s Quickly Question Selection Completed Return to Job Listings Figure 2 11 Evaluation Questions OpenHire Recruiter and Recruiting Manager Guide Page 27 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Further Defining the Question Settings Recruiters may review and revise the settings and options available for each question prior to posting the job Follow these steps to define question settings 1 Click on the name of a Question Category to see the list of questions associated with the category 2 Select the section in which the questions should be presented and responses collected 3 Click on Define Question Setting 4 Make any changes to the question setting and choose Update Job Questions Required Questions change the answer required option to Yes to make the question required on external internal and agency submissions via OpenHire hosted interfaces By default pre screening questions are not required Question responses are never required for Recruiters and Hiring Managers Changing Grades and Fail Flags the default answer grade and fail flag settings defined on the question will be displayed These settings can be altered if they do not suit the job Select Section on a per question
164. ing Stage or its equivalent the user is prompted to fill out information pertinent to the offer The easiest way to move a candidate into the Offer Pending Stage is to navigate to the candidate profile screen and use the Hiring Stages navigation area at the top right of the page Note Due to the customizations of Hiring Stage Names your Offer Stage may be named something other than Offer Approval Follow these steps to enter the offer information 1 From the Candidate profile screen move the candidate to an Offer stage Choose Change to selected stage to change the candidate s hiring stage 2 Fill in the Offer form and choose Continue Move Resume In order to place Joe Anderson in this stage we suggest that you provide the following information View Job Info Expected Start Date 10 27 2010 Salary Agreement Offered e g 30 000 00 or 18 50 Salary Type City Position Location Continue Reset Return Figure 5 16 Offer Form Note The actual fields displayed will vary by customer since most offer forms are customized OpenHire Recruiter and Recruiting Manager Guide Page 135 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Follow these steps to initiate an approval offer 1 2 Upon clicking the Continue button the system will ask whether you would like to initiate an Offer Review process Click OK to continue the process You will be placed on the Offer Ap
165. ion Change Hiring Stage yx Change Job Association 14 Candidate s for the Account Manager 60000132 position nanga Dis on eae te ie i EE en s g af 44 rernrde CCE dence mE Displaying 1 to 14 out of 14 records sale z Page 1 of 1 Perform Recruiting Activity i osition ed Candidate Enter Date otec Eail Flag Disposition Qualified Job Score Location Last Modified Source Jason A Zajac 11 04 2008 Prequalification Not Defined Not Defined St Clair Shores MI US 11 04 2008 05 10 PM Internet Job Board Wayne F Burt 10 21 2008 Prequalification Not Defined Not Defined ENUN 91 Fontana CA US 10 21 2008 12 19 PM Other source Figure 2 64 Delete a Candidate 3 Confirm deletion by choosing OK Setting a Qualified or Not Qualified Status For those customers that must remain compliant with OFCCP reporting standards for Qualified and Not Qualified applicants multiple candidate s qualification status can be updated through the Resume screen Up to 25 candidates at a time may have a value assigned Follow these steps to set a qualification status 1 From the Resumes screen place a check mark next to the candidate s you want to update 2 Using the drop down menu at the top select Perform Recruiting Activity gt Qualify Selected or Disqualify Selected Resumes Take Action Change Hiring Stage i Change Job Association 14 Candidate s for the Account Manager 60000132 position 6 Displaying
166. it Resume Group Viewing a Resume Group To access the contents of a resume group click on the name of the group Available options and functionality are determined by your permissions specified in the group folder Candidate references can be flagged as having been viewed The viewed flag is specific to the group the candidate reference is in Clicking on the Set link in the Flags column will let you set the flag OpenHire Recruiter and Recruiting Manager Guide Page 100 of 177 SilkRoad Proprietary amp Confidential OpenHire Recruiter and Recruiting Manager Guide 49 SilkRoad technology Each click in the set column cycles through the ratings in the following order FLAG 1 One thumb up FLAG 2 Two thumbs up FLAG 3 One thumb down FLAG 4 Two thumbs down Note Using two thumbs as opposed to one allows a user to emphasize the favorability or lack of for candidates in a group Click the Save Flags button to store the flags you have set Any user that has access to the resume group can see the flags you have set Group Payroll Manager candidates in folder Payroll C Show actions Canc Save Flags Edit details Page size 50 M Page 1234 E Match Candidate Sree e Enter Date Job Tracking Code Original Source Search Flag r A DANIEL MILLEVILLE May 10 Application Devlp Managing dip tt Dir Arnold MD US 2007 147521 312 adam allenby Feb 20 mE Gi el cl winston salem NC US 2007 168768 312 Columbian
167. itle optional Any Hiring Stage optional Any Company Location optional F any EEOC Qualification Status Any optional Format HTML to screen Run Report Figure 6 2 Form Filter If you need to archive a report for later use you must save it to a local or network drive There is no report storage capability within OpenHire 6 2 Managing Report Access Note Report access is defined on a per role basis Per user report permission is not an available feature Follow these steps to manage report access 1 From the Navigation bar under Recruiting Activities choose My Reports 2 Click on the Manage Report Accesses link at the top of the screen My Reports Report Name 2007 and up Candidate OFCCP Affirmative Action EEO Data Extraction This report provides an extraction of raw candidate EEO data Figure 6 3 My Reports Screen OpenHire Recruiter and Recruiting Manager Guide Page 143 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 3 Select a Role using the drop down menu 4 Use the lt and gt to move the selected reports This determines which reports are available for this role 5 Click on the Save this Report button Manage Report Access Manage Report Access by Role oF Please select a Role HM Interviewer Reports Available Reports Assigned Active Job Listings with Description 2006 and prior Job Statistics Candidate EEO Active
168. ive or inactive can be edited by clicking on the Edit link Follow these steps to edit a job posting 1 From the Navigation bar under Job Postings choose Manage Jobs 2 Click on the edit link next to the Job you want to edit Manage Jobs Create Job Posting Displaying 1 to 50 out of 86 records c E E H Ij L M Job Title Tracking ID Area Manager 214246 921 Accountant I 214233 921 Department Department Code Implementation Service123 SERV393 Advancement adv01 Figure 2 30 Edit a Job Posting Active Jobs Deactivated Jobs P R StI Location Location Code Recruiting Manager H i cee ad Q J Recruiter Jacksonville JAC201 E Gail OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential View as Recruiter AN Recruiter b armstrongsrt S SheridanRM Hiring Manager B BigneyRM Page 1 of 2 eS View all Jobs Date Created Last Modified Date Deactivated 7 26 2010 9 9 2010 12 54 PM active 10 25 2010 10 25 2010 5 52 AM active Page 40 of 177 49 SilkRoad technology 3 Make the necessary changes to the job posting Use the links at the top of the screen to access the various sections of the job posting you want to edit Position Details Approval Details Department Priority Categories Attachments Questions Boards Figure 2 31 Edit a Job Posting 4 Click on the Update button at the bottom of the screen to save
169. k on the Post to Job Board s button Post Repost Deactivate Status Request Posted Deactivated IV Select Header Do Not Use Header Select Footer FooterNo 1 zl Please review information related to the position s location To improve searching on 3rd Party job boards we suggest you select a Searchable City for the posting if it is available Current Values Revise Information Country US UNITED STATES State Province AK as Alaska City dds Searchable City No searchable city provided Figure 2 17 Posting to a Premium Job Board 2 Click on the Continue button to post the selected job to the Monster job board Note Upon clicking on the Continue button you are accessing the Monster com site OpenHire Recruiter and Recruiting Manager Guide Page 32 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Post Job Job Board Processing Job Title Area Manager 214246 921 The following premium job board s were selected 1 Monster Job Board Posting Select Continue to post job to premium job board s _Continue Back To Job Listings Figure 2 18 Job Board Processing Note It is necessary to contact Monster directly with any questions concerns or issues with the posting form or process 3 The Monster posting form is displayed Enter the required information to post the job to the Monster job board It is important to remember that all require
170. l Fields Custom Fields Depending on your company s specific configuration there may be custom fields at the bottom of the form If there are fill out all custom fields completely OpenHire does not maintain formal documentation regarding the definitions of customer defined custom fields For more information about the purpose of a specific custom field contact your administrator During the creation of a requisition either the Requisition Creator or Administrator defines which individuals need to review the requisition and provide approval These individuals are known as requisition reviewers The approval request email that is sent to the reviewer includes the details of the requisition the names and approval statuses of other approvers and an Approve and Reject link When the reviewer clicks on the Approve link the reviewer s approval status value for the requisition is updated to Approved the approval date is recorded and an email notification is sent to the person who is selected as the Requisition Administrator on the requisition OpenHire Recruiter and Recruiting Manager Guide Page 50 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology If the reviewer clicks on the Reject link the reviewer s approval status value is updated to Rejected With Reason and the reviewer is prompted to send a reason for rejection via email back to the person who is selected as the Requisition Administrator on
171. l Fla Disposition Qualified BURNS HALE 12 02 2008 Sandston AZ US 12 02 2008 11 16 PM Careerboard com no Not Defined peter m ladas 11 24 2008 Account Manager inverness IL US 1172412008 11 26 AM 60000239 CareerBuilder P Cataletto Not Defined IL Lemont POD Service Ctr 5003 Figure 3 3 Change a Hiring Stage OpenHire Recruiter and Recruiting Manager Guide Page 84 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology One or more candidates can be reassigned to another job posting through the Hiring Stages screen Up to 25 candidates can be reassigned to a different job posting at a time with this function Note If the candidate is moved into a new job with a different Hiring Workflow his her current stage may not be listed for that hiring workflow Only the hiring stages available for that specific workflow are listed in the drop down list Follow these steps to reassign candidates to another job posting 1 From the Hiring Stages screen place a check mark next to the candidate s you want to reassign to another job posting 2 Using the drop down menu at the top of the screen select a new Job Association All Hiring Stages Prequalification Return Workflows Default Workflow 7 Take Action Change Hiring Stage Change Job Association Perform Recruiting Activity v Displaying 1 to 25 out of 402 records Page 1 of 17 2 ob Job Score eee Enter Date EET aint
172. l message automatically updates the Interview Requests screen with the appointment status Candidate Interview requests are sent by a Recruiter or Recruiting Manager The interviewer will receive an Interview Request notification via email This email notification includes the proposed interview schedule an Accept and Decline link and an iCalendar ics and vCalendar vcs attachment for updating appointment calendars Accepting an Interview Request In the body of the email message click the Accept link in the Interview Request email if you accept the schedule of the interview The Recruiter is notified automatically Declining an Interview Request In the body of the email message click the Decline link in the Interview request email if you do not accept the schedule of the interview The Recruiter is notified automatically If you do not accept the interview request the candidate will not appear in your Pending Interviews list in the OpenHire Inbox Follow these steps to add the interview to your MS Outlook or Lotus Notes calendar For Microsoft Outlook 2000 and up 1 Double click the attached iCalendar ics file 2 Choose the Open button to open the calendar appointment 3 Review the content of the appointment 4 Select Save and Close to store the appointment on your Outlook Calendar Note Microsoft Outlook 98 2000 users can follow the same instructions as above but should use the vcs file attachment rather than the ics
173. last update was made to the candidate record Current Stage displays the candidate s status based on the hiring stages The Recruiter is responsible for updating the status of the candidate Evaluation Fail Flag displays the candidate s CQE Candidate Qualification Engine score aS a decimal The maximum score for any candidate is 1 00 or 100 The evaluation column is calculated as Total points candidate received Total points available The fail flag column indicates a fail response to a flagged question Disposition If a candidate has not been hired for a position the disposition value is used to indicate why a candidate has been rejected for future reporting purposes These values are assigned by Recruiters Qualified In order to support the needs of reporting to the U S Department of Labor Recruiters can indicate if an applicant is qualified or not qualified for the position they are associated with Note The list of resumes can be sorted by clicking on any of the column headings Clicking on a column heading once will sort the list Clicking a second time will sort the list in reverse order OpenHire Recruiter and Recruiting Manager Guide Page 62 of 177 SilkRoad Proprietary amp Confidential OpenHire Recruiter and Recruiting Manager Guide 49 SilkRoad technology Updating a Candidate s Hiring Stage Multiple candidates can be moved from the current Hiring Stage to another Hiring Stage through the
174. lays a percentile value based on a conceptual content comparison of the candidate resume and the job posting A higher percent score indicates a closer match between the candidate and the posted job Candidate Location displays the full name of the candidate and his her City State Country of residence Clicking on the name of the candidate will start the Review Feedback process Requester displays the first initial and last name of the user who sent the review request Job Title displays the internal job title and the tracking code in parenthesis for the opening Clicking on the job title displays a description of the job Date Requested displays the date time that the user created the review request Date Completed displays the date the review was completed If the review was not completed this column ts blank Evaluation displays the Review Evaluation value selected by the reviewer upon review completion If the review was not completed this column is blank OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 122 of 177 49 SilkRoad technology CQE displays the candidate s CQE Candidate Qualification Engine score as a decimal The maximum score for any candidate is 1 00 or 100 The evaluation column is calculated as Total points candidate received Total points available Note For more information about the Candidate Qualification Engine please re
175. le Selected Current Interview 21 AUGUST 2007 03 00 PM schedule button This opens the interview request form 3 Update the interview Duraka o ie 21 AUGUST 2007 Time 04 00 PM date by clicking on the Current Interview i H p Cont Room B calendar icon and then mane click on a date in the poten Conf Rooms calendar i I l Check to update interview schedule 4 Update the interview n Dun mr gt nter your message here time by selecting a new E matt be attending training and need to push value from the Time this out an hour more drop down 5 Update the interview location by typing in a new location in the Interview Location box 6 If you want to update the Interview schedule yourself place a check mark in the Check to update interview schedule checkbox 7 If you want the requester Recruiter to update the interview leave the Check to update interview schedule checkbox blank 8 When done click the Send Email button If you opted to update the interview schedule yourself an email notification is sent to the Recruiter If you opted to request that the Recruiter update the interview schedule an email notification is sent with your requested changes Figure 5 14 Update an Interview Request OpenHire Recruiter and Recruiting Manager Guide Page 131 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Note Accepting or declining appointments using the emai
176. lete or pending interviews Click on the nterviews Status link to view all interviews Top 5 Sources the bar graph provides the top five sources for your company for candidates Click on a listed source to view a candidate list for the selected source and access his her resume Use the Advanced Search link to use additional search features to locate candidates Candidate Aging the bar graph provides candidate aging information Click on a group in the graph to view candidate details Use the Advanced Search link for additional search filters to locate candidates Reviews the bar graph displays the number of completed and requested reviews Click on a group in the graph to view completed or requested reviews listed by Hiring Manager Choose the Reviews Status link to view all reviews OpenHire Recruiter and Recruiting Manager Guide Page 13 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Job Postings This is the second chapter in a series of six chapters of the OpenHire Recruiter and Recruiting Manager User Guide This chapter provides information on the following Overview of Job Postings Jobs Dashboard Creating Managing Job Postings Managing Requisitions Viewing Job Offers Tracking My All Jobs 2 1 Overview of Job Postings The Job Posting menu allows Recruiters and Recruiting Managers the ability to create and manage job postings manage requisitions view job offers and track jobs
177. lkRoad Proprietary amp Confidential 49 SilkRoad technology Follow these steps to add comments to a candidate s resume 1 Select Add a Comment from the Action drop down menu Results i displaying 2 of 2 Job Score Qualified Source Recruiter Customer Service 0 C yes C no local Mandy Anderson Preliminary Stages Captured Online Job Applicants Captured Offline What would you like to do with this Candidate Select an Action 123 north west Change Job Screening Edt vieu Portland ME 04103 ee United States ion Ranki Interview Joeanderson email com oeanderson email com Create Rejection Letter Offer Extended primary 207 555 2413 Initiate Assessment Request zi Set Reminder Select a stage to move Tracked For Career Counselor I 2010204 candidate View local version Delete this Profile Figure 2 69 Using the Action Menu Adding a Comment 2 Anew window opens displaying the Candidate Profile Comment text area 3 Enter the comment in the text area 4 Click on Add Comment This saves your comments and closes the comment window Comments that have been entered are visible in the History tab of the candidate s profile Candidate Profile Comment Recruiters only Add Comment Cancel Close Figure 2 70 Adding a Comment Note If you would like to hide comments from non Recruiter users select the Recruiters only checkbox All recruiters can see each others comments Hiring manager
178. low these steps to include additional job boards 1 Choose Post to Job Boards located on the Job Posting Information screen Review Job Details Job Posting Information 2 Company PolyQne Corporation Job Manager Emily Gail Assigned Recruiter Emily Gail Job Applications To jobhosting silkroadtech com Job Title Tracking Code Credit Analyst 60000247 Hiring Workflow Default Workflow Business Function other Expected Start Date Job Type Full Time Regular Industry Non profit and Government Years Experience S to 7 Years Job Duration ha Level of Education 4 Year Degree Job Level Mid Career Salary Type Bi Monthly Travel 4 No Travel Maximum Salary Salary US Dollar USD Minimum Salary Per Diem Included No Job Description enter a job description Required Skills enter required skills Experience Required enter required experience City State Zip Country Lemont IL 60439 US Finish and Return to Job Postings Figure 2 13 Posting a Newly Created Job to a Job Board 2 Select the Job Boards by placing a check mark next in the Post Repost column OpenHire Recruiter and Recruiting Manager Guide Page 29 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 3 Select the Header and Footer for each Job board You may select one or more Job Boards to post the test job 1 200577 921 position to If you would like to add a header to your job posting select the header to i
179. ly Minimum 10 x Save Agent Return to Candidate Agents x Figure 3 30 Candidate Agent OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 106 of 177 49 SilkRoad technology Viewing Candidate Agents Once a Candidate Agent has been created the Recruiter can go back and edit the Agent Status Frequency and or Match Threshold at any time The Delete function permanently removes the Candidate Agent from the OpenHire account Candidate Agents Create Candidate Agent You are viewing 1 2 of 2 records Page 1 of 1 A E View All Agents nk Stabe ees ae Frequency 2 Agent Status Results Min Match Dates W Adminstrative Assistant I Daily Date Created 10 16 2007 aa ae Active 50 Last Update edit delete 195978 312 Last Executed Action Job Tracking Code Payroll Adminstrator Monthly Date Created 10 16 2007 Saas 10 Last Update edit delete 193701 312 Last Executed Figure 3 31 Viewing Candidate Agents 3 11 EEO AA Info The EEO AA screen allows Recruiters and Recruiting Managers to view or make updates to the candidate EEO AA information Follow these steps to view and or update an EEO AA profile 1 From the Navigation bar under Candidates choose EEO AA Info 2 Use the radio button to set the sort by Job Title or Tracking Code 3 Select the Job Posting 4 Select a Candidate 5 Select the Candidate s Gender
180. ly choose to include OpenHire Recipients and or Bcc External Recipients 6 Enter a Subject for the email and the message content 7 Choose Send Email The Rejection letter is sent to the candidate and all listed recipients Create Offer Letter Offer Letters can only be created when a candidate is in an offer related hiring stage Follow these steps to create an offer letter 1 Select the Create Offer Letter action from the Action drop down menu All offer letters currently on file are listed To preview the contents of any letter click on the offer template name link This ensures you are selecting the correct letter 2 Use the radio button to select the offer letter you wish to create and then press the Generate Letter button 3 A new window opens From this window the letter can be downloaded and saved to your desktop or printed from your web browser menu OpenHire Recruiter and Recruiting Manager Guide Page 74 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology 4 The downloaded rejection letter can be updated and stored for retrieval later using the Browse and Upload buttons on the Offer Letter options screen 5 Choose Email Letter and optionally choose to include OpenHire Recipients and or Bcc External Recipients 6 Enter a Subject for the email and the message content 7 Choose Send Email The Offer letter is sent to the candidate and all listed recipients Set Reminder Use the Set Re
181. m allowance This field is only used when posting to some 3 party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Salary Minimum the minimum offered salary for the job Any value entered will display to applicants Salary Maximum the maximum offered salary for the job Any value entered will display to applicants Salary Type select a salary type This is the frequency in which the job salary is paid Salary Currency select the international currency in which the job salary is paid Level of Education select the minimum acceptable level of education This field is only used when posting to some 3rd party Job Boards It is not posted to OpenHire hosted internal and external job listings sites OpenHire Recruiter and Recruiting Manager Guide Page 47 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Years of Experience input the number of years of experience required to perform the job This field is only used when posting to some 3rd party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Position Requirements Travel No Travel Required Per Diem Included C Yes No Salary Minimum Salary Maximum Salary Type Annually F Salary Currency USD USD USD United States Level of Education Not Applicable Years of Experience Not Applicable Figure 2 41 Position Requirements Budgeting
182. ment recruiter and hiring manager Applicant Count By Source Recruiting Resource No of Applicants No of Hired ho E Advantage Professionals 2 0 Agency123 5 0 Campus Career Center E i 2 CareerBuilder 2 0 CAREERBUILDER COM College Campus Recruiting College University Recruiting 18 Figure E 14 Applicant Count by Source OpenHire Recruiter and Recruiting Manager Guide Page 167 of 177 SilkRoad Proprietary amp Confidential Applicant Log with Contact Information The Applicant Log report provides a listing of candidates with the candidate enter date filtered over a user defined date range The report includes contact job source and skill set information This report can be used as a source file for mail merges Applicant Log with Contact Info ve SilkRoad technology mr Sandy seashore Field Service BVZ Millbrook SENZI Technician S 5459798 Budget Report Lead 05 22 2008 Technician I Figure E 15 Applicant Log with Contact Information 987123 Hired Selected Other source eric myers silkroad com Resume Internal Job Trackin e pen j Address Address Postal Enter Date Name ID Title Code 9 Disposition some Email Line 1 Line 2 ity State Country Code F Lead oT 123 main 03 03 2008 Test Applicant 5369225 Toia Hired Selected Hoang_Dang sarah hill silkroad com track houston TX 77
183. minary no No Associated Job Ponte Vedra FL US job 000000 lair ci Q Taylor Phillips 09 10 2008 12 16 2008 Interviewing 2 C pA ne Cumberland AZ US ae at g TKB 190367 921 Q Larry Roy 03 05 2008 11 12 2008 Hired 77200 1 K TranRM Lexington KY US 177398 921 Figure 3 25 Restore Candidates from Recycle Bin 3 Click on the Restore icon at the top of the screen Note You may select one or many candidates to restore OpenHire Recruiter and Recruiting Manager Guide Page 102 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology You can perform keyword searches on a candidate resume if the candidate resides in the Recycle bin Follow these steps to search for a candidate record in the recycle bin 1 From the Navigation bar under Candidates choose Recycle Bin 2 Enter the search terms in the text box at the top of the screen 3 Click on the Perform Search button Once the search returns results you can click on the candidate s name to view his her resume Recycle Bin Displaying 1 to 25 out of 25 records Search for resumes in Recycle Bin Search is limited to the Resume Content field e g Objective skills education experience etc Separate multiple criteria with a comma and place phrases within double quotes e g java finance marketing analyst Training Perform Search Figure 3 26 Searching the Recycle Bin Note The recycle bin search
184. minder feature to create an event reminder that is synced with your Microsoft outlook calendar Follow these steps to set a reminder 1 Select the Set Reminder action from the Action drop down menu 2 A pop up window displays allowing you to enter the event information e Enter the Date using the calendar picker e Select the Time using the drop down list e Enter the event reminder Summary e Optionally enter an event reminder description 3 Choose Submit Event Reminder Date 11 15 2010 E m d yy Time 09 00 Summary Reminder Joe Anderson Description Call candidate after performance evaluation El Cancel Submit Figure 2 75 Event Reminder 4 The Event Reminder details are saved in OpenHire History tab A pop up window displays allowing you to download and sync the reminder with your Microsoft outlook calendar OpenHire Recruiter and Recruiting Manager Guide Page 75 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Print Profile In order to generate a hardcopy of the candidate profile select the Print Profile action from the drop down menu The printed profile includes data from the top portion of the profile screen followed by the data from the candidate s Resume CV tab Note If you want to include additional information from other tabs contact your OpenHire customer administrator to have the data added to your printed profiles Download this Profile The
185. move Primary Contact 510 206 0372 candidate Tracked For Customer Service Manager 20102042 Summary Resume CV Attachments Peron Evaluations Activity Status History eForms Form Name Description Submitted Actions 1 Application Form Employment Application Form 15 Dec 2009 12 53 PM view download P Create Modified eForm Figure A 4 Modify a Collected eForm 2 The completed eForm opens in a new window OpenHire Recruiter and Recruiting Manager Guide Page 152 of 177 SilkRoad Proprietary amp Confidential OpenHire Recruiter and Recruiting Manager Guide 49 SilkRoad technology 3 Make the necessary modifications to the eForm and submit the updates 4 A copy of the eForm with any modifications is saved and associated with the candidate Candidate Resume Profile Job Score Qualified Source Recruiter Customer Service 6 C yes no Employee Referral Susan Harris Preliminary Stages What would you like to do with this Candidate Select an Action x Captured Online Job Applicants Captured Offline Candidate Erik Paul Gibson Hiring Stages 199 Montecito Avenue 206 Screening Edit View Oakland CA 94610 Manager Review United States Interview eaibson cytopia com Offer Extended zj primary 510 206 0372 Select a stage to move Primary Contact 510 206 0372 candidate Tracked For Customer Service Manager 20102042 Summary Resume CV Attachments Koz Evaluations Activity Status History
186. n 1 2 3 Select the My Account link at the top of the screen The My Profile Settings page displays Review the details in the Location Information section Updates can be made to Language Country and Time Zone Use the drop down list to modify the language country and or time zone Updates are reflected in the formatting preview After making the necessary updates choose Apply Your profile information is updated Note When updates are made to the Location information all screens within the system that include a date selection or display are affected Follow these steps to update contact information 1 2 3 4 Select the My Account link at the top of the screen The My Profile Settings page displays Review the details in the Contact Information section Updates can be made to your Phone number and Email Address After making the necessary updates choose Apply Your profile information is updated Follow these steps to update login information 1 Select the My Account link at the top of the screen 2 The My Profile Settings page displays 3 Review the details in the Login Information section Updates can be made to your User Name and Password 4 To update your password enter your current password new password and then confirm the new password OpenHire Recruiter and Recruiting Manager Guide Page 9 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 5 After
187. nHire site to view job listings create additional jobs and review candidate information Job Posting result for Monster Job Board Posting Posted successfully Job Posting completed pede sts TES pS secs Back To Job Listings Figure 2 20 Posting Result for Monster Job Board Posting The correct use of headers and footers is critical to correctly posting your jobs on job boards Understanding the Header A Header is a block of text that is added to the posting directly before the start of the job description The header is selected on a per job board basis and is only added to the selected job board posting Headers are not displayed on company careers pages A Header is used to provide a brief overview of the company to the prospective job candidate When searching for jobs on an internet job board a candidate is typically presented with a list of matching search results Clicking on a search result typically loads a page containing a job description however there is usually not much relevant information about the company on the job description The header is OpenHire s solution to this dilemma By adding a header to the posting that will display on the job board you provide the candidate with a greater depth of information about your organization Understanding the Footer A Footer is a block of text that is added to the posting directly after the job description The footer is selected on a per job board basis and is only
188. name of the candidate that needs to be edited This opens the candidate profile 2 Make the necessary changes to the interview question responses and or candidate ranking 3 Select Complete Interview from the drop down of available Actions This prompts a new browser window to open containing the Complete Interview page The previous interview evaluation displays at the top 4 Select a new evaluation value and enter any optional comments to elaborate further on your selection 5 Press the Submit button A new email message is sent automatically to the Recruiter that requested the review In addition a new comment is recorded in the History tab of the candidate profile Follow these steps to remove a completed interview request 1 From the Interview Request screen place a check in the box to the left of the interview request you want to remove 2 Click on the Remove Selected button Note Removing an interview request from the Interview Request screen will not remove any data from OpenHire or the recruiter s view OpenHire Recruiter and Recruiting Manager Guide Page 134 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 5 5 Extending Offers A candidate cannot be extended an offer until his her profile is moved to an offer related Hiring Stage The first step of extending an offer to a candidate is to record the offer information in OpenHire When a candidate is moved into the Offer Pending Hir
189. nce Misrepresentation on Resume Application More qualified candidate selected No show after hire No show for interview Unable to contact candidate Unsatisfactory background check Unsatisfactory employment testing scores Requisition Cancelled Figure 3 6 Select a New Disposition OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 86 of 177 SilkRoad technology s Emailing using the Candidate Correspondence Engine CCE Multiple candidates can be sent an email message via the Candidate Correspondence Engine CCE feature through the Hiring Stages screen Up to 25 candidates at a time can be sent a message with this function Follow these steps to email a candidate 1 From the Hiring Stages screen place a check mark next to the candidate s you want to email 2 Using the drop down menu at the top select Perform Recruiting Activity gt CCE Correspondence All Hiring Stages Sent To Manager Return Workflows Default workflow x Take Action Change Hiring Stage x Change Job Association x Perform Recruiting Activity x Perform Recruiting Activity Change Disposition CCE Correspondence i Displaying 1 to 25 out of 63 records Delete Selected Page 1 of 3 Qualify Selected Job Disqualify Selected Candidate Location Source Enter Date Job Score Last Modified Jeffrey ti Lane St Simons Island GA US Internet Job Bo
190. nclude from the Select Header drop down The selected header will be added to the top of the job description on the selected board If you would like to add a footer to your job posting select the footer to include from the Select Footer drop down The selected footer will be added to the bottom of the job description on the selected board Boards that are Pending Posting Pending Deactivation or Posted may be Reposted to the Post Queue or Deactivated from the Job Board Job Board Boardi header 1 footer 1 Post Repost Deactivate Status Status Request Posted Deactivated r Select Header Do Not Use Header Select Footer Please review information related to the position s location To improve searching on 3rd Party job boards we suggest you select a Searchable City for the posting if it is available Current Values Revise Information Country US UNITED STATES State Province IL as Illinois City Chicago Please Select City x Searchable City No searchable city provided Figure 2 14 Select Header Footer and Searchable City 4 Assign any job board specific criteria such as an Occupation Category or Advertising Industry 5 Select a Searchable City using the drop down menu 6 Click on the Post to Job Board s button Note This will post the job to the requested Job Board s in 24 to 48 hours The job will appear on your internal and or external job listings page automat
191. ndidates for review Career Counselor I 20102040 Company HQ HQ100 Customer Mandy Anderson H Joe Ser Screening Figure 5 2 Selecting Multiple Candidates for Review 3 Place a check mark into the checkbox next to the candidates you want reviewed 4 Select Resume Review Forward Resume from the drop down list This will bring up the Request a Review screen Note When selecting multiple candidates for review each candidate profile is sent as a separate email message to the requested recipients Resumes Return Take Action Change Hiring Stage ii Change Job Association j Perform Recruiting Activity x 2 Candidate s for the Career Counselor I 20102040 position Displaying 1 to 2 out of 2 records Candidate Location Source Benjamin Frazier 1 St Grayson US local Joe Anderson Portland US local Job Score Change Dis position Page 1 of 1 Enter Date Last Modified Evaluation Fail Flag Current Stage Disposition Qualified 10 22 2010 10 22 2010 5 31 AM Captured Offline Not Defined Not Defined 10 13 2010 F 10 27 2010 7 15 AM Screening Not Defined Not Defined Figure 5 3 Select Multiple Candidates for Review 5 Compose the email Make sure to include a subject line select internal recipients from the drop down menu and enter an email address for external Cc and Bcc recipients 6 Make any updates to the email message and choose Send Email OpenHire Recruiter
192. ng Stage OpenHire Recruiter and Recruiting Manager Guide Page 141 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Reporting Tools This is the sixth and final chapter of the OpenHire Recruiter and Recruiting Manager User Guide This chapter provides information on the following Overview of My Reports Managing Report Access Report Builder Custom Reports Note Please refer to Appendix E Type of Reports for additional information 6 1 My Reports The My Reports screen is accessible via the Navigation bar under the Analyze heading This screen contains all of the standard pre written OpenHire reports that are available Each report is listed along with a description Clicking on the Report Name will launch a new window where the user can enter filtering information Note If you click a report name and a new window does not launch you may have a popup blocker installed which is preventing the new window from opening In order to resolve this issue add the company silkroad com domain as a permitted site in your popup blocker s configuration My Reports Report Name 2007 and up Candidate OFCCP Affirmative Action EEO Data Extraction This report provides an extraction of raw candidate EEO data The report outputs a single row for each candidate that is currently associated with a job where the job was closed within the date range of the report The close date is based on the last date a
193. ng Stage and an offer review process has been defined but not completed the offer will have a status of Pending and the action column will show the Edit option If the candidate resides in an Offer related Hiring Stage and any approver s status is set to Rejected the offer will have a status of Rejected and the action column will show the Edit option If the candidate resides in an Offer related Hiring Stage and an offer review process has been completed i e the offer has been approved the offer will have a status of Approved and the action column will show the Edit and Send options The Send option can be used to generate an offer letter Note Administrators cannot edit approved offers that they are not the Approval Administrator on 5 7 Hiring Candidates Follow these steps to hire a candidate 1 The first step of hiring a candidate is to record the hire information in OpenHire Do this by changing the candidate s hiring stage from his her candidate profile 2 When a candidate is moved into the Hired Hiring Stage the user is prompted to fill out information pertinent to the hire Fill in all applicable fields completely and then click the Continue button The actual fields displayed will vary by customer 3 Enter the Social Security Number of the hired candidate if that information is intended to be stored in OpenHire 4 Select Yes from the Close This Job drop down menu if you want to deactivate the job as well as hir
194. nician IV Office 21 Technicians Technicians 5368056 Richar PER Internet Job Board 177278 921 CHI800 Installation Chicago 177278 Not 177278 Technician IV Office 921 Technicians Technicians 5496975 Agenci Gal lared Unknown Unknown 177278 921 cHI800 ai m a oo Do D E E E E Figure E 3 Hired Candidate EEO Data 2007 and up Hired Candidate EEO 1 Statistics Report The Hired Candidate EEO 1 Statistics report provides the customer with a formatted version of the US Federal Government EEO 1 report The report provides counts for candidates that were hired through OpenHire over the user defined date range The candidate must be in the Hired stage currently 2007 and up Hired Candidate EEO 1 Statistics Report Male Female I choose Job Grand Male Female a Male Female Female Female not to Category Total Hisp Hisp ig TwoOrMore White Black a gt TwoOrMore self Island Island identify Professionals 3 Technicians TOTALS Figure E 4 Hired Candidate EEO Statistics Report OpenHire Recruiter and Recruiting Manager Guide Page 162 of 177 SilkRoad Proprietary amp Confidential SilkRoad technology ve 2007 and up New Hire Vets 100 EEO Report The New Hire Vets 100 Report provides the customer with a statistical analysis of candidate Veteran information The Vets 100 r
195. ntent is textual in nature Images within a PDF such as that resulting from a scan are not considered an acceptable file type Figure 3 11 Upload Candidates Note The parsing process is not 100 accurate due to the many different formats that a resume Is constructed in 5 Once the parsing process is complete you will be placed on a form Fill in any information not captured by the parser and correct any incorrectly parsed information 6 To add an attachment to the candidate s profile click the Browse button in the File Attachment box to locate the file on your local or network directory Page 90 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 7 To tie the candidate to a job posting select the job posting from the drop down menu If the candidate is not being associated with a posting you can route that candidate to your or another Recruiter s Preliminary Hiring Stage for future consideration Note Routing a candidate to another Recruiter s preliminary Hiring Stage will NOT Initiate an alert to the Recruiter 8 To define a resume source select a source from the Select Source field The default selection is Local referring to a candidate imported from a local directory 9 Click the Save button at the top of the screen to complete the process of importing the candidate into OpenHire The system will notify the user as to which hiring stage the resume was inserted in
196. nts cannot view the contents of this field Internal Fields Skills candidate should possess Internal saa wm owW U Format v Fontfamiy Font size B Z Path Notes on Position Internal X 2B iw amp enl U Format v Font family Font size B Z Figure 2 7 Internal Fields Custom Fields Depending on your company s specific configuration there may be custom fields at the bottom of the form If there are fill out all custom fields completely OpenHire does not maintain formal documentation regarding the definitions of customer defined custom fields For more information about the purpose of a specific custom field contact your OpenHire customer administrator Step 2 Enter the Department and Budget Details 1 Enter the Department and Budget details 2 Choose Continue at the bottom of the screen Department and Budget Details OpenHire Recruiter and Recruiting Manager Guide Business Unit select the Business Unit the job posting should be associated with The Department name can be displayed on the job listings for internal applicants Note Once you begin typing a list of acceptable values display Department select the Department the job posting should be associated with The Department name can be displayed on the job listings for internal applicants Page 22 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Hiring Manager select the
197. ny candidate was moved into the Hired stage for said job The report does not include any candidate that is not associated with a job 2007 and up Candidate OFCCP Affirmatiwe Action Statistics EEO Report This report provides a formatted statistical analysis of candidate Affirmative Action Data The report counts all candidates currently associated with a job that was closed within the date range of the report The report does not include any candidate that is not associated with a job Figure 6 1 My Reports Screen OpenHire Recruiter and Recruiting Manager Guide Page 142 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Once the report window has launched you will see a filter screen Inputting data in a filter will limit the report s output to data associated with whatever filter value is selected For example if you are running an active job report and you select a specific Location the report output will be limited to jobs in that location If multiple filters are available they can be used together to provide a more defined result list The format filter determines the file format in which the report will be generated If you plan on manipulating the data after report generation we recommend running the report in MS Excel format Reports can be exported in HTML MS Excel CSV or XML 2007 and Higher Detailed Candidates Information Start Date mm dd yyyy zi End Date mm dd yyyy al Job T
198. o the candidate s you want to email 2 Select Perform Recruiting gt CCE Correspondence from the drop down menu at the top of the screen 3 Upon selecting this option the CCE message screen opens allowing you to define the eForm request message Here you can enter a message or select a pre defined message template to send to the candidate s 4 The lt eForm gt merge field link in the lower right corner of the CCE message screen MUST be applied to the body of your message in order for the candidate s to have the link to your eForm embedded into the message If you are collecting multiple forms then additional eForms will be present 5 Click on the Send Email button to submit the message to the intended recipients 6 Candidates that receive the email can click on the hyperlink in the message to bring up the online eForm in their web browser The candidate must complete the form in one sitting as the form cannot be saved and reopened for completion at a later time 7 Upon completion by the candidate the Recruiter that requested the eForm s will receive an email notification from OpenHire indicating the forms have been completed and returned OpenHire Recruiter and Recruiting Manager Guide Page 150 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology A 3 Collecting eForms from Candidates up Front Customized electronic forms can be configured to be collected initially from external or internal candi
199. of the candidate s profile This allows Recruiters and Recruiting Managers to track the candidate for more than one position at the same time Follow these steps to create a new profile 1 Select the Create New Profile action from the drop down menu 2 Select the job posting you wish to track the candidate for from the Available Jobs drop down 3 Using the drop down menu select the hiring stage for the candidate 4 Press the Copy Resume button to complete the creation of the new profile Create New alternative Resume Profile Candidate Joe Anderson Available Jobs Any previously answered CQE questions will be available after moving the candidate if the selected job is associated with the same questions Machinist Maintenance 20102026 M Anderson 7 Current Hiring Stage Manager Review Available Hiring Stages Captured Online v Copy Resume Cancel Figure 2 72 Create a New Profile Note Use the Tracked For drop down menu to view the candidate s alternate profile Results Job Score Qualified Source Recruiter o yes no local Mandy Anderson What would you like to do with this Candidate Select an Action Candidate Joe Anderson 123 north west Edit View Portland ME 04103 United States joeanderson email com primary 207 555 2413 Tracked For Career Counselor I 20102040 Other Candidate Jobs f Other Candidate Jobs Saa EA AS AE Maintenance 20102026 A E
200. olumn Select Filter Active Status Assigned Recruiter Assigned Recruiter Email Business Function Company Location Figure 6 8 Choose your Data Fields and Filters Step 4 Run the report Once you have completed steps 1 through 3 click the Finish and View Report buiton at the bottom of the screen to run the report Finish and View Report Return to Report Selection Figure 6 9 Finish and View Report SilkRoad Proprietary amp Confidential Page 147 of 177 43 SilkRoad technology If you previously saved a report you can run the saved report through the Report Builder screen Follow these steps to run a saved report 1 From the Navigation bar under Recruiting Activities choose Report Builder 2 Using the drop down menu select the report you want to run If you want to change the fields or filters place a check mark in the box provided 3 Click on the Execute Report button Report Builder Create New Report Create Report or Execute Saved Report Candidates by Location Execute Report Delete Report Please check here if you would like to update the saved report s filters You can choose to reset the filters associated with the saved report Figure 6 10 Execute a Saved Report You can delete a saved report through the Report Builder screen Follow these steps to delete a saved report 1 From the Navigation bar under Recruiting Activities choose Re
201. ost the post option is available to Recruiting Managers and Recruiters The ability to post is only available if all reviewers have approved the requisition or if no approval path has been defined Clicking the Post link will allow the user to proceed with the transformation of the Requisition into a Job Posting Edit the edit option is available to Recruiting Managers and Recruiters if they are the assigned Requisition Administrator at any point of the process Clicking the Edit link will display the Requisition Details screen OpenHire Recruiter and Recruiting Manager Guide Page 43 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Follow these steps to create a new requisition 1 From the Navigation bar under Job Posting choose Manage Requisitions 2 Click on the Create Job Requisition button at the top of the screen Manage Requisitions View as Recruiter All x Create Job Requisition Displaying 1 to 25 out of 74 records Page 1 of 3 Approved O Pending Rejected l Show only Requisitions waiting to be posted ABCR F TI EEN O P RSI View all Requisitions Requisition Tracking Code Approval Status Action Location Name Location Code Requisition Owners Dates Post Edit AAT Accounting lt System Generated gt Requested By M JerkanHM Created 10 28 2010 Admin By E Gail Changed 10 28 2010 4 03 PM To Be Posted By E Gail ACAP Counselor I lt System Generated gt Requested
202. otemail aaa com aa com primary 999 353 4455 Tracked For TestJob 95396 156 Figure B 1 Initiate a Background Check 2 Data that has been collected via a previously returned eForm will pre populate the Background Check Request form If multiple eForms are available the Recruiter initiating the request is presented with a drop down of the eForms on file The selected eForm will populate the Background Check Request form 3 From the top of the Background Check Request form the Recruiter can select which reports or report packages are to be provided for the candidate The selection choices are based on which reports and or packages the Recruiter has permissions to request OpenHire Recruiter and Recruiting Manager Guide Page 154 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 4 All fields that are required by the background check vendor are marked with an asterisk If the selected eForm does not have all the required fields populated the Recruiter will need to enter values into the remaining required fields before he she is able to submit the form 5 Once the Background Check Request form is complete press the Submit button to post the data to the background check vendor A successful response will be provided back to the Recruiter immediately confirming that the vendor has received the completed request Potential errors that may come up will be worded specifically to indicate if the error is o
203. ove link in the approval request email The Approval Status is set to Rejected with Reason if the reviewer has rejected the requisition via the Reject link in the approval request email The Approval Status is only set to Approved with Changes if the Requisition Administrator has manually updated to the Approval Status field 8 The Date Approved field will be populated by the system when an approval response is captured It can also be updated manually if desired 9 Enter any Notes or Comments If the Approval Status is manually updated to Rejected With Reason or Approved With Changes the user will need to key the reason or changes into this field Oe OT e Note Approval Request emails are sent from OpenHire in real time Any delay in receipt of an Approval Request email could be due to internet traffic high email server load or network traffic Any of these causes should never persist for more than 24 hours OpenHire Recruiter and Recruiting Manager Guide Page 53 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology The Approval Request email contains all the details about the requisition entered on the Requisition Details screen a list of approvers and their approval statuses and links within the message to Accept or Reject the requisition Note If a recipient s email does not support the HTML needed to have the active links display there are instructions within the message for copying and pasting either
204. password you may log in to OpenHire using your existing password Upon initial login you should access your profile to review and possibly make changes to your general profile information location details and contact login information It is important to configure the location information according to your preference The language and regional settings define the preferred website language and are used for the formatting of dates and times Note A users defined language and regional settings preference always takes precedence If no match is found then the site default is utilized Follow these steps to access your profile 1 Select the My Account link at the top of the screen 2 The My Profile Settings page displays Here you are able to update your general account settings select the preferred website language location and time zone and make changes to your contact and login information OpenHire Recruiter and Recruiting Manager Guide Page 7 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Update My Profile General Information First Name Sara Last Name Wentworth Location s Location Information Formatting Preview Language English English Date Time 10 15 2010 8 36 AM a N be 1 234 567 89 Country United States ggi Time Zone Eastern Time DST z Currency 1 234 567 89 USD Percent 42 Contact Information Phone Email Address Sara Wentworth company com
205. port Builder 2 Using the drop down menu select the report you want to delete 3 Click on the Delete Report button Report Builder Create New Report Create Report or Execute Saved Report Candidates by Location Execute Report Delete Report I Please check here if you would like to update the saved report s filters You can choose to reset the filters associated with the saved report Figure 6 11 Delete a Saved Report OpenHire Recruiter and Recruiting Manager Guide Page 148 of 177 SilkRoad Proprietary amp Confidential 6 4 OpenHire Recruiter and Recruiting Manager Guide 49 SilkRoad technology Custom Reports Depending on your company s needs it may be necessary to create a custom report in certain instances For example if after reviewing the available standard reports and report builder you are unable to generate the needed information you can request the creation of a custom report by the OpenHire Implementation Services Team The creation of a custom report is considered a chargeable services engagement and the cost will vary depending on the complexity of the report Custom reports that your OpenHire Implementation Services Team has created for your company will appear on the My Reports panel You can identify a custom report because the custom report will have your company s name in the title for example WorldCo Active Job Log Please refer to Appendi
206. proval screen The details of the offer are summarized in the top area If you click Cancel you will be placed back on the candidate s profile screen The offer information is stored and can be accessed at a later time via the Modify Offer Information button below the title of the job posting for which the candidate is being tracked Using the drop down menu select an Approval Administrator This is the person responsible for collecting the responses of the offer reviewers Each time a reviewer accepts or rejects a review request the Approval Administrator is notified Once the offer is approved the Approval Administrator is notified via email and he she is able to generate the offer letter An Approval Administrator can be any Recruiting Manager Recruiter or Administrator user Offer Approval Date City Offer Defined By Emily Gail eee Gail Si Z Candidate s Name Joe Anderson Job Title Machinist Maintenance TrackingCode 20102026 Department Acclimator Systems 555 00 Budget Year 2010 Budget Quarter THIRD Budgeted Salary 0 00 Salary Agreement Offered 18 25 hourly Anticipated Start Oct 27 2010 Location Figure 5 17 Offer Approval Offer Approvals are sent to the intended reviewers via email from OpenHire Reviewers can accept or decline the offer using the received email An offer approval path can be either a sequential or non sequential path In a sequential path once Reviewer
207. py CC Multiple recipients Use a i e Mark openhire com Terry openhire com Blind Carbon Copy BCC Multiple recipients Use a i e Mark openhire com Terry openhire com Email Body Merge Fields To place a merge field position the cursor where you d like the field in the email and then click on the desired merge field Ena Sondor 0 2 147 483 647 p T a aa 5 i I Assigne Xaa amp amp e Nle 4 2 m A a Sae Format Fontfamily Font size U S gt A id aby z ENER on candidatenames Thank you for your interest in career opportunities with companynames At this time it has been determined to close the Company Name jobtitles position and not move forward with filling this role We truly appreciate the interest you have taken and encourage you to view other opportunities on our website Thank you again for your continued interest in opportunities with companynames Sincerely jobrecruiter Human Enter Date Resources companynames Candidate s Name Candidate s Residence Position Title Job Location zj Path Send Email Preview Return Figure 3 8 Candidate Correspondence Note When using the CCE to correspond with candidates you may attach files and use the Cc and Bcc options Deleting Candidates Multiple Candidates can be deleted through the Hiring Stages screen Up to 25 candidate records may be deleted at a time Follow these steps to delete candidates 1 From the Hi
208. r friendly format The implementation consultant will contact the customer with any questions during the review process in order to ensure the specification is correct Once the customer and the Implementation Consultant agree that specification is correct an estimate will be provided and a work order drawn up Once the work order and contract for the work are signed the report will be queued for development Development of a custom report can take between 1 and 6 weeks depending on complexity and current work queue Note It is less work intensive to use an existing report as the basis for a new report If you find that an existing report works for you except that you need additional columns the services charges will be lower for modifying an existing report than writing a new one from scratch Note It is important to remember that reports can only contain one type of data per column The data contained in a single column can only be pulled from one field A maximum of 25 columns is allowed on any single report OpenHire Recruiter and Recruiting Manager Guide Page 175 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Glossary of Terms Administrator A user with the Administrator user role Applicant Interface A web based interface by which an Applicant can apply for a job Applicant Interfaces are built and hosted by SilkRoad Internet Job Boards such as CareerBuilder Dice or Monster are not con
209. rch Folders 2 Select the folder that holds the saved search 3 Click on the Search Name link to perform the search Search Folders W Saved resume group amp Saved search My Folders for User Gail Emily x liv Support edit amp CS Search edit W CS Profiles edit Define New Folder Shared Folders C Show All ig SAP SD Define New Shared Folder Figure 3 18 Run a Saved Search Note To change the name of the search or delete the search click on the edit link at the right of the search name Scheduling Agent Searches Once a search has been saved at any point afterward users can create an Agent Search to run each night using those same criteria Results are sent from OpenHire via an email Follow these steps to schedule an agent search 1 From the Navigation bar under Candidates choose Search Folders 2 Click on the folder name that holds the saved search OpenHire Recruiter and Recruiting Manager Guide Page 97 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 3 Click on the edit link next to the search you want to schedule Search Folders B Saved resume group amp Saved search My Folders for User Gail Emily amp CS Search edit W CS Profiles edit Define New Folder Shared Folders O Show All fe SAP SD Define New Shared Folder Figure 3 19 Schedule a Search 4 Choose Schedule Search Edit Create Search Search Name Ic S Se
210. requisition Requisition Tracking Code Approval Status Action Location Name Location Code Requisition Owners Dates m Edit Test Engineer I Requested By A HyattHM Created 1 25 2010 Chicago Office CHI800 Admin By A HyattHM Changed 1 25 2010 6 23 AM To Be Posted By No Recruiter Assigned Figure 2 47 Posting an Approved Requisition Once a requisition has been approved and a job posting created Recruiters Recruiting Managers and Administrators have the ability to review the details of the approval path Follow these steps to review job posting details 1 From the Navigation bar under Job Postings choose Track My Jobs or Track All Jobs 2 Click on the Job Title link to view the Job Posting Details screen 3 Click on the Requisition Details link at the top of the page to view the approval path information Return Cancel Edit This Job Post New Job ClonethisJob Requisition Details Candidate Agent Figure 2 48 Requisition Details Link OpenHire Recruiter and Recruiting Manager Guide Page 55 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Requisition Approval Details Requisition Title Customer Service Rep I lt System Generated gt Requisition Creator Jeff Recruiter Req Create Date 2010 04 19 Req Approval Admin Susan 1 Corp Changed By Jeff Recruiter Req Last Changed 2010 04 19 18 29 09 2 29 PM Req Posted By Tina Woita Reviewer s Name Revie
211. ring Stages screen place a check mark next to the candidate s you want to delete 2 Using the drop down menu at the top select Perform Recruiting Activity gt Delete Selected OpenHire Recruiter and Recruiting Manager Guide Page 88 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology All Hiring Stages Sent To Manager Return Workflows Default Workflow x Take Action Change Hiring Stage x Change Job Association Perform Recruiting Activity Perform Recruiting Activity Change Disposition Displaying 1 to 25 out of 63 records CCE Correspondence Page 1 of 30 e Delete Selected Qualify Selected Job Disqualify Selected Job Score EET Enter Date e edt Evaluation ee i Assigned Recruiter Source East Mooiied Job Location Fail Fla Location Code Disposition Qualified Jeffrey M Lane 11 20 2008 Account Manager St Simons Island GA US 11 20 2008 01 38 PM 60000239 Internet Job Board P Cataletto Not Defined IL Lemont POD Service Ctr 5003 BARRY LOMONT 11 18 2008 Account Manager FORT WAYNE IN US 11 18 2008 02 02PM 60000236 Magnum Associates P Cataletto Not Defined OH Avon Lake Offices US11 Figure 3 9 Deleting a Candidate 3 Confirm deletion by choose OK Setting a Qualified or Not Qualified Status For those customers that must remain compliant with OFCCP reporting standards for Qualified and Not Qualified applicants multiple candidate status settin
212. rop down menu at the top select Perform Recruiting Activity gt Change Disposition Resumes Take Action Change Hiring Stage gt Change Job Association 14 Candidate s for the Account Manager 60000132 position T F aE Displaying 1 to 14 out of 14 records cc ence Page i of 1 Candidate Enter Date ualify Selecte Eail Flag Disposition Qualified Job Score Location Last Modified Source Jason A Zajac 11 04 2008 Prequalification no Not Defined Not Defined See 53 St Clair Shores MI US 11 04 2008 05 10 PM Internet Job Board Wayne F Burt 10 21 2008 Prequalification Not Defined Not Defined SERRE 91 Fontana CA US 10 21 2008 12 19 PM Other source Figure 2 60 Change a Candidate s Job Disposition 3 A separate browser window opens allowing you to select the new disposition Use the radio button to select the correct disposition Select Disposition For Batch Processing Candidate Declined Job Offer Candidate Withdrew from Consideration Hired fe w fl a Rejected Candidate Ineligible for rehire Rejected Candidate selected for another Position Rejected Compensation Level Rejected Lacks Basic Skills Experience Rejected Misrepresentation on Resume Application mo 0 A Rejected More qualified candidate selected les o Rejected No show after hire ft he Rejected No show for interview Rejected Unable to contact candidate H H P tJ Rejected Unsatisfactory back
213. rward Hire gt Capture Recent Decline Close Careerbuilder Resume Emily Gail 17345 Way Drive Winston Salem NC 27012 Work Experience Tetra Tech EMC Inc Engineering Management Concepts Arlington VA Business Solutions Division ASD Figure 3 13 Using OpenHire Browser to Capture Resumes 5 Once the parsing process is complete you will be placed on a form Fill in any information not captured by the parser and correct any incorrectly parsed information 6 To add an attachment to the candidate s profile click the Browse button in the File Attachment box to navigate to that file on your local or network directory 7 To tie the candidate to a job posting select the job posting from the drop down menu If the candidate is not being associated with a posting you can route that candidate to yours or another Recruiter s Preliminary Hiring Stage for future consideration Routing a candidate to another Recruiter s preliminary Hiring Stage will NOT initiate an alert to the Recruiter 8 Click the Accept button to complete the import OR click the Decline button to be placed back on the candidate s resume 9 After the candidate resume is imported you are prompted back to the search results screen to import additional resumes or close the window and return to the Activity Status page by clicking on the Close button f OpenHire Custom Browser a COM Reload Stop Back Forward Capture Pe
214. s 11 2010 ill 2 07 01 2008 12 56 4 03 31 2010 Hill Sarah PM Engineer I Son 1 1 638 Test Smith Campus Accounting Company i Recruiting HQ NORMAL Active Hill Casper AC90 2 11 2010 f Account mae HornRM Hill Accounting Chicago Fincitive 108 1 1 495 Paul Spencer Monster 11 05 2008 e 03 15 2010 Mike Sarah AC90 Office EXTERNAL Inactive 1 15 2010 05 14 2008 ny 3 01 15 2010 Myers Eric Myers Accounting 611 Test2 Test2 Recruiter Eric RM AC90 NORMAL Active Branch 182400 Company 920 Web Manager 1 15 2010 OToole 522 SRT Test local 08 11 2008 12 44 03 01 15 2010 Peter PM Recruiter aS ___ aa 12 4 2009 Dang Customer Field Service SRT Test Other 02 21 2009 6 37 41 12 04 2009 Recruiter PU OFE Support NORMAL Active Technician Stephanie PM Hoang cc012 Hill Accounting 123 Long Account 188560 0 Casper ACSO Road Executive EXTERNAL Active Figure E 18 Time to Fill Report OpenHire Recruiter and Recruiting Manager Guide Page 169 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology Un posted Requisitions by Date The Un posted Requisitions by Date report provides up to the minute information about requisitions that date requisition Un posted Requisitions By Date Req Title are currently in the approval process The report can be filtered by
215. s and software requirements that must be met e Users must be running Microsoft Outlook version 2003 or higher e The company must be using Microsoft Exchange e Users must be using OpenHire on a system using Windows XP SP2 or version 2002 or higher e Users must be accessing OpenHire using Internet Explorer version 6 or higher Currently only Microsoft supports the Active X component and therefore Internet Explorer must be used for customers who want to use the Interviewer Availability functionality Recruiters and Recruiting Managers that are interested in adding this tool to their account can click on the Install this activex control link in the Schedule Interview screen The link guides users through the step by step installation of the Active X component OpenHire offers an Activex component that allows the application to communicate wth Microsoft Click here to download CUUlook s iree busy schedules ActiveX plugin Figure 5 6 Installing Activex OpenHire Recruiter and Recruiting Manager Guide Page 125 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Follow these steps to create an OpenHire interview 1 From the candidate profile screen select Schedule an Interview from the Action drop down menu 2 Using the radio buttons select the type of interview you are conducting Note You do not need to select an interviewer on this screen You are able to choose your interviewers in the n
216. s based in If this is a regional position input your company s home base zip code and then indicate in the job description that the position is regional Location Details Job Location Code rs Country United States City State Select State Zip Postal Code Figure 2 39 Location Details OpenHire Recruiter and Recruiting Manager Guide Page 46 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology Note Since US EEO and compliance laws do not apply internationally if the country selected is anything other than United States on the job profile the compliance section will not appear and candidates will not be asked to complete the EEO criteria Compliance EEOC job category the EEO 1 category the job type falls under EEO Group the EEO Group is a sub level to the EEO 1 Job Category Customers may optionally associate their own EEO Groups under the categories These groups are optional and can only be created by Recruiting Managers or Administrators Compliance EEOC Job Category Professionals S SC C SCSCSSSSS SO EEO Group Professionals SSO Figure 2 40 Compliance Position Requirements Travel select the amount of travel required to perform the job This field is only used when posting to some 3 party Job Boards It is not posted to OpenHire hosted internal and external job listings sites Per Diem select whether or not the position offers a per die
217. s can only see those comments that were not marked for Recruiters only OpenHire Recruiter and Recruiting Manager Guide Page 70 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Request a Review Candidate profiles can be forwarded to recipients whether they are users of the OpenHire system or not Recipients that are designated OpenHire users can log in to their account to perform candidate reviews and have their feedback tracked Request that the following A for the Career Counselor I automatically Recipients that 20102040 position Joe Anderson do not have an OpenHire oT E account receive and respond to Arada Saint i Vcc the emailed resumes outside of 1 Corp Susan i Anderson Kevin the OpenHire system Anderson Kevin Anderson Mandy To select multiple recipients hold the Ctrl key when selecting each name To deselect a recipient hold the Ctrl key and left click on the name Follow these steps to request a External Recipients review anand m 7 Multiple recipients Use a Mark openhire com Terry openhire com 1 Select Request a Review Carbon Copy CC from the Action d rop down Multiple recipients Use a Mark openhire com Terry openhire com menu Blind Carbon Copy BCC 2 Compose the email Make Multiple recipients Use a Mark openhire com Terry openhire com sure to include a message ee i g mail Message subject line _ ae 3 Se lect the l nternal consider
218. s interface only The job will also be available to Fee Agencies if any Fee Agencies are selected on the Department Information screen of the job posting process Executive the job is not being displayed to the public but other methods are being utilized to recruit for the job This status allows you to display the job to Fee Agencies on the public external applicant interface without allowing either internal or public applicants to view the job Waiting Approval the job is not yet approved but the recruiting organization has begun efforts to recruit for the opening The job will not be posted to any public or internal interface Position Type select the type of position ex Full Time Regular Part Time This value will display to applicants OpenHire Recruiter and Recruiting Manager Guide Page 17 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Job Level select the level for the job ex Internship Entry Level Mid Career Executive This field is used to route the job when posting to 3rd party internet Job Boards Job Duration the expected length of the assignment This field is only used when posting to some 3rd party Job Boards It is not posted to the OpenHire hosted internal and external job listings sites Expected Start Date enter the desired minimum start date for a candidate This field is only used when posting to some 3rd party Job Boards It is not posted to OpenHire hosted internal
219. s with the posting Follow these steps to add an attachment 1 Click on the Upload Files button at the top of the screen 2 Inthe Upload Attachment area Browse to select the file to upload 3 Optionally enter a file description and choose Upload The file is now associated with the job posting Step 5 Select Evaluation Questions 1 Select the Evaluations Questions 2 Choose Question Selection Completed Associating Questions with a Job Posting During the creation process the Recruiter will have the opportunity to choose which questions are associated with the job posting A Recruiter can also edit associated questions after a job is created by editing the job posting This is done by clicking on the Questions link at the top of the Position Details screen OpenHire Recruiter and Recruiting Manager Guide Page 26 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology The library of available pre screening questions is created and maintained by your OpenHire customer administrator Follow these steps to select evaluation questions 1 Click on the name of a Question Category to see the list of questions associated with the category 2 Select the section in which the questions should be presented and responses collected 3 For each question use the checkboxes at the bottom of the question details to configure which interface s the question will be used on If no sections are chosen the system w
220. scriptive content of the job will display on web pages as expected Copying and pasting previously formatted content out of word processing programs such as Microsoft Word directly into the OpenHire HTML Editor is NOT recommended and will often yield unexpected results Word processing programs often use proprietary code to create formatting that is not compatible with standard HTML language It is important to use the insert text option to insert text from a Word document This will remove any extra formatting that can cause items to be difficult to format or display incorrectly Description Skills Job Description 4 Ga i Ge e 2 T Se u i Paragraph v Font family Fontsize iB Z Path p Required Skills 4 Ga a a Format Font family Font size Path Required Experience A Ga Ge Ge e R N THE U Format v Fontfamiy Font size iB Z Figure 2 6 Description Skills OpenHire Recruiter and Recruiting Manager Guide Page 21 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Internal Fields Internal Skills candidate should possess enter any notes about the skills required to perform the duties of the job posting Only OpenHire users will be able to view the internal skills Applicants cannot view the contents of this field Internal Notes on Position enter any notes about the job posting Only OpenHire users will be able to view the internal notes Applica
221. ser defined date range Additional filters can be applied to specify requisitions by location requisition creator department and status filled or unfilled The Un Posted Requisitions screen provides a summary of requisitions that have been created and approved within a user defined date range and are ready for posting but that have not yet been posted Additional filters can be applied to specify requisitions by location requisition creator and department The Interview Status screen displays all completed and requested interviews and final evaluation statuses by interviewers Individual job postings and candidates can be accessed directly from the Interview Status screen Recruiting Managers can use the drop down menu at the top of the screen to view by selected Recruiting Managers or choose to view by All Additionally interview statuses can be grouped by candidate requester interviewer or job posting Pending Interview Requests can be cancelled using the Cancel Interview button on the Requested Interview screen Completed interviews can be cleared out of the screen using the Clear My Completed button on the Completed Interviews screen The Reviews Status screen displays all completed and requested reviews and final evaluation statuses by Hiring Managers Individual job postings and candidates can be accessed directly from the report screen Recruiting Managers can use the drop down menu at the top of the screen to view by selected Re
222. sh postings on 3rd party boards Depending on your company s internal processes you may not want to re activate closed jobs You should consult with your OpenHire customer administrator to determine whether opening deactivated positions is a viable option for your company 2 4 Manage Requisitions Recruiters and Recruiting Managers can view open requisitions and create job postings from the Manage Requisitions screen Requisitions are sorted with most recent requests at the top Depending on the number of requisitions that are currently pending you may use the arrow buttons in the upper right to page through the requisitions or click on a highlighted letter in the alphabetical bar to see open requisitions starting with that character Use the checkbox to the right side of the screen to filter for only those requisitions that are ready to be posted Approval Status the approval status column indicates the status of each requisition A green circle indicates that the requisition has been approved and is ready to be posted A yellow circle indicates that the approval process has been initiated but is not yet complete A red circle indicates that one or more approvers have rejected the requisition A value of N A indicates that no approval path has been defined Action depending on an individual s user role and the Approval Status of the requisition different Action options will be available on the View Requisitions screen P
223. sidered Applicant Interfaces for the purposes of this manual Applicant A job seeker Candidate A record in OpenHire representing a job seeker CCE Candidate Correspondence Engine An email communication tool that uses Email templates to ease the process of communicating with Candidates CQE Candidate Qualification Engine A series of tools designed to assist in the screening of Candidates eForm A customized form that is presented to an Applicant to collect additional information Executive Reports A user with the Executive user role Hiring Manager A user with the Hiring Manager user role Hybrid Hiring Manager A user with the Recruiter role where certain permissions are disabled namely the ability to post edit jobs This role is primary used in organizations that want to provide their Hiring Managers with a greater ability to manage candidates themselves Job A record representing an opening that has been approved Once a Requisition has been approved a user takes action to change the Requisition into a Job Candidates can only be tracked against Jobs not Requisitions Recruiter A user with the Recruiter user role OpenHire Recruiter and Recruiting Manager Guide Page 176 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Recruiting Manager A user with the Recruiting Manager user role Requisition A record representing an opening that has not been approved Once a Requisition has been
224. sted Job Title the title of the job that is displayed to applicants If this field is left blank the Internal Job Title will be displayed to applicants Tracking Code this field represents your requisition number or Job ID value If you do not enter a code OpenHire will generate one for you when the requisition becomes a Job Posting Note OpenHire does not generate a tracking code in a sequential sequence For example if you enter a tracking code of 1 the next job you enter will not automatically be assigned a tracking code of 2 If your organization is interested in having sequential tracking code values generated automatically by the system contact SilkRoad Customer Care Center Number of Positions the number of heads or seats that are needed to fill the job Position Type select the type of position Full Time Regular Part Time This value will display to applicants Job Level choose the level for the job Internship Entry Level Mid Career Executive This field is used to route the job when posting to 3rd party internet Job Boards Job Duration this is the expected length of the assignment This field is only used when posting to some 3rd party Job Boards It is not posted to OpenHire hosted internal and external job listings sites OpenHire Recruiter and Recruiting Manager Guide Page 45 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Expected Start Date enter the d
225. ster Recruiter who sent you the review request It is also recorded in the candidate History tab as a comment in the profile 4 Select the Complete Review from the drop down menu at the top of the profile screen This allows you to complete the review process and notify the requester 5 Select an evaluation from the drop down menu and enter a comment OpenHire Recruiter and Recruiting Manager Guide Page 123 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 6 Click on the Submit button This allows you to complete the review process and notify the requester When you Complete Review click the Submit button your review evaluation Please evaluate candidate to complete the Review and comment is sent Select an evaluation via email to the requester Recruiter You may provide a comment for the evaluation who sent you the 2 review request It is also recorded in the candidate History tab as a comment in the xl profile cancel submit Figure 5 5 Completing a Review Follow these steps to remove a completed review request 1 Place a check mark in the checkbox to the left of the review request 2 Click on the Remove Selected button Note Removing a review request in this fashion will not remove any data from OpendHire or the Recruiter s view Occasionally a situation may arise when you do not want to complete a review You might use this functionality w
226. sure that complex reporting procedures do not affect the speed or availability of the production data that your users are accessing and manipulating OpenHire Recruiter and Recruiting Manager Guide Page 144 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology e The Data Mart only contains resume profiles that have entered OpenHire in the past 18 months e lf the user neglects to include filters for dates in the report only resumes that have entered the system in the past 3 months are queried e The report will only retrieve six 6 months of data at a time regardless of the values provided to the Enter Date filter Follow these steps to build a new report 1 From the Navigation bar under Recruiting Activities choose Report Builder 2 Click on the Create Report button and follow the online instructions Report Builder Create New Report Create Report oF Execute Saved Report Select Saved Report r Execute Report Delete Report C Please check here if you would like to update the saved report s filters You can choose to reset the filters associated with the saved report Figure 6 5 Create a New Report Step 1 Select a Data Mart There are two data marts available The Applicant Tracking Log data mart should be used when your intended output is a single candidate record per row You can extract detailed information about candidates and limited information about the jobs to which th
227. t to add users to the list of users able to access the folder Users permissions can be defined as View Execute Contents allows a user to see the shared search folder and its contents The user can run the searches and view resume groups residing in the search folder View Execute Add Change Contents allows a user to see the shared search folder and its contents The user can run the searches and view resume groups residing in the search folder In addition the user can save searches and groups to that folder The user cannot edit the contents if they are owned by someone else View Execute Add Change Contents Edit Folder Definition allows a user to see the shared search folder and view its contents The user can run the searches saved in the search folder and view resume groups In addition the user can save searches and groups to that folder and change the folder name The user cannot edit the folder contents if that content is owned by someone else OpenHire Recruiter and Recruiting Manager Guide Page 94 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 4 Choose Save to create the new search folder Edit Create Search Folder Folder Name Customer Service Folder Type Shared Folder Owner Description Conatins CS search list View Execute Contents Balabanet Bob Hiring Manager Move Selected Recruiter PHtest aaaNew Recrui SathianathanHM Lakshmi Hiring N of ia BallH
228. t Hiring Workflow his her current stage may not be listed for that hiring workflow Only the hiring stages available for that specific workflow are listed in the drop down list The candidate will remain in his her current hiring stage however the stage may not be listed in the stages drop down Employee Profile If a candidate is already a member of your organization then selecting the Employee Profile action allows the Recruiter to view or update information in the employee s profile Evaluation Ranking The Ranking Criteria are used to provide general feedback about a candidate s ability to perform for your organization and scored on a 1 to 5 scale Ranking criteria are general not job specific If you provide Ranking Criteria feedback during the candidate review process you are able to edit your ranking criteria feedback at any time Follow these steps to rank a candidate 1 Select Evaluation Ranking from the Action drop down menu 2 For each respective ranking select the ranking value from the following options Excellent worth 5 points Good worth 4 points Average worth 3 points Below Average worth 2 points Poor worth 1 point 3 Enter comments beneath each criterion in order to further elaborate on the ranking selection Note All possible criteria do not need to be acknowledged A user can choose to only select criteria that pertain to a specific instance OpenHire Recruiter and Recruiting Man
229. t initiated requests the report displays a single row for each candidate moved into the Hired stage over a user defined date range It is important to note that this is a very complex report containing 50 columns of data and is intended for extraction of data over short timeframes Execution of this report should be limited to date ranges encompassing less than 2 weeks of data Hiree Export Alternate Version This is an alternate version of the Hiree Export report designed for execution over longer date ranges Due to the fact that the Hiree Export contains so many columns of data it can be executed for 2 weeks of data at most This alternate version can support up to 12 months of data and is run off an alternate data mart data source that is populated on a nightly basis For this reason the report output will not contain the current day s hired candidate information OpenHire Recruiter and Recruiting Manager Guide SilkRoad Proprietary amp Confidential Page 171 of 177 49 SilkRoad technology OpenHire User Accounts The OpenHire User Accounts report displays all OpenHire user accounts The report can be filtered by user status and user role over a user defined date range Openhire User Accounts User ID Last Name First Name Email Address User Role User Name Active Status ID Create Date EmployeeID 973458 Ball Stanley Stanley Ball silkroad com HM Interviewer Stan Inactive Dec 04 2008 EMPIDOO7 962652 Be
230. te last modified and enter date The displayed column headings can be customized to suit the needs of the user Follow these steps to add or remove column headings 1 With the candidate search results displayed click on Columns at the bottom of the results 2 A pop up window displays the available columns Columns currently displayed are listed on the left 3 Click on the or to add or remove a column from the results display 4 Use drag and drop to change the column display order 5 When finished choose OK Select columns 6 items selected Remove all Add all Candidate Name Recruiter First Name Job Candidate Last Name Source Candidate First Name Enter Date Recruiter Last Name Current Stage Job Title Recruiter Name Tracking Code Location Name Location Code Municipality Figure 4 3 Column Display Options Column Descriptions The following columns can be displayed in the applicant search results Candidate First Name displays the first name of the candidate Candidate Last Name displays the last name of the candidate Recruiter First Name displays the first name of the recruiter Recruiter Last Name displays the last name of the recruiter Job Title displays the title of the job posting Tracking Code displays the unique tracking code associated with the job posting Location displays the location associated with the job posting Location Code displays the unique location associated with
231. te Requested the date time the user created the interview request Interview Info the scheduled date time location duration of the interview Date Completed the date the interview was completed If the interview is not completed this column ts blank Evaluation the Interview Evaluation value selected by the interviewer upon interview completion If the interview was not completed this column is blank OpenHire Recruiter and Recruiting Manager Guide Page 130 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology CQE displays the candidate s CQE Candidate Qualification Engine score as a decimal The maximum score for any candidate is 1 00 or 100 The evaluation column is calculated as Total points candidate received Total points available Note For more information about the Candidate Qualification Engine please refer to the Candidate Qualification Engine Guide which can be downloaded via the Customer Care link Follow these steps to reschedule an interview request 1 From the Interview Request screen place a Chi Jen Pan is scheduled to interview for the Human Resources F Generalist I 193980 312 position on 06 21 2007 at 03 00 PM check In the box to the which should run no longer than 60 minutes left of the interview Sai ante lt request you want to ipa is fecipient s Name ohn Smi reschedule baa rears EMEN D Click on the Recipient s Email blair brandow openhire com Reschedu
232. ted using the CTRL key on your keyboard OpenHire Administrators or Recruiting Managers define which agencies appear in this list Note Selecting an agency display does not inform the agency that there is an opening waiting for them to submit resumes to The Fee Agency selection provides the agency access to submit resumes for the job posting from the OpenHire hosted external website Your company must set up a login for the Fee Agency and provided the Agency with their login information If you need the login information for an Agency contact your Administrator OpenHire Recruiter and Recruiting Manager Guide Page 23 of 177 SilkRoad Proprietary amp Confidential Create Job Posting Department amp Budget Details Business Unit Department Hiring Manager Lastname Firstname Industry Business Function Budgeted Salary Budget Currency Budgeted Quarter Budgeted Year Fee Agency Select Fee Agency Continue Reset Figure 2 8 Department amp Budget Details Step 3 Set the Job Priority 1 Set the Job Priority 2 Choose Continue Set Job Priority 49 SilkRoad technology Choose One Select Industry Select Business Function 0 USD United States x 4th Quarter 2010 x Advantage Professionals Agency123 Execs R US Agency Jacksonville Placement Determine the priority parameters for the position on the Job Priority page These status indicators appear next
233. ters are selected via a drop down form field as pictured below Headers Footers are numbered No 1 No 2 No 3 etc Job Board Boardi header 1 footer 1 Post Repost Deactivate Status Status Request Posted Deactivated Select Header Header Not Tw Select Footer Do Not Use Footer v Figure 2 22 Selecting Headers and Footers The available headers footers can be viewed by clicking the View Headers Footers link You may select one or more Job Boards to post the Consultant 12345678912345676900 position to If you would like to add a header to your job posting select the header to include from the Select Header drop down The selected header will be added to the top of the job description on the selected board If you would like to add a footer to your job posting select the footer to include from the Select Footer drop down The selected footer will be added to the bottom of the job description on the selected board Boards that are Pending Posting Pending Deactivation or Posted may be Reposted to the Post Queue or Deactivated from the Job Board Figure 2 23 Viewing Available Headers and Footers Changing Headers and Footers Headers and Footers are configured during the implementation process based on feedback from the customer implementation lead Headers and footers can be edited by designated company administrators making an email request to SilkRoad Support support silkroad com Note Head
234. th the results of an older search It is also valuable for cross referencing candidates with overlapping skill sets M Show actions Cancel Save Flags Edit details Page size 50 x Page 1 Save Checked into new group in folder Support Merge Checked into group g Delete Checked from this group the group itself will remain Group Comparison In this group but not in my Figure 3 24 Batch Action Options 3 6 The Recycle Bin When a candidate is deleted his her record is placed in the Recycle Bin indefinitely Candidates in the Recycle Bin cannot be managed or tracked for jobs In addition recycled candidates do not appear on reports Recycled candidates can be placed back in the Hiring Stages Restored candidate are placed in the Open Prospects Hiring Stage Follow these steps to restore a candidate from the recycle bin 1 From the Navigation bar under Candidates choose Recycle Bin 2 Place acheck mark next the candidate you want to restore Search for resumes in Recycle Bin Search is limited to the Resume Content field e g Objective skills education experience etc Separate multiple criteria with a comma and place phrases within double quotes e g java finance marketing analyst Candidate ate Enter Date Enter Date Stage Name Job Trackingcode Deleted By aa eE es Stage Name Job Trackingcode Deleted B ey William Armstrong 94 22 2009 01 22 2009 Preli
235. the Accept or Reject response into a web browser as the alternate method for providing feedback 1 If the reviewer chooses to Accept the approval status field is set to Approved An email is triggered back to the Requisition Administrator informing him or her of the reviewer s approval of the requisition OR If the Reviewer chooses to Reject the approval status field is set to Rejected with Reason An email is triggered back to the Requisition Administrator informing him or her of the Reviewer s rejection of the requisition It is the Requisition Administrators duty to record the reason for rejection in the Notes Comments field and to update the requisition accordingly 2 In Sequence Only If the review is In Sequence an Approval Request email is sent to the next Reviewer in the approval chain 3 Once the final reviewer in the chain has approved the requisition an email is sent to the Requisition Administrator indicating that all reviewers have approved the requisition Then an email is sent to the Job Creator indicating that all reviewers have approved the requisition and the job posting can be created 4 Lastly the status column on the Job Requisitions screen changes to approved Manage Requisitions View as Recruiter All x Create Job Requisition Displaying 1 to 17 out of 17 records Page 1 of 1 Approved O Pending Rejected l Show only Requisitions waiting to be posted A BC D F a a O P RSI View all Req
236. the requisition Once the responses have been received the Requisition Administrator can edit the requisition and resubmit it to the reviewers for approval After the approval status of all reviewers has been set to Approved the Job Creator can post the requisition Requisition Review Process Requisition approval paths may be defined as sequential or non sequential Sequential Review A sequential approval process differs from a non sequential approval process in that the sending of the approval request emails is to an extent automated During the creation of a requisition the user defines which individuals need to review the requisition and provide approval To set the approval path as sequential the creator of the requisition will need to check the Review In Sequence checkbox To initiate the process the creator will click the Email Reviewer 1 button This will send an approval request via email to reviewer 1 M Review In Sequence Reviewer No 1 Reviewer s Names Select Reviewer Reviewer s Name Reviewer s Email Email Reviewer 1 Last Sent Date Approver Title Phone No Department Approval Status Waiting for Response Date Approved Notes Comments Skills candidate should possess Figure 2 45 Sequential Review OpenHire Recruiter and Recruiting Manager Guide Page 51 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology When the first reviewer receives the message and clicks on
237. the left navigation bar users can perform a quick search by entering a job title or code in the search field and clicking on Go Search results are immediately displayed The Advanced Search feature allows Recruiters and Recruiting Managers the ability to search for job postings by keyword posted date department location and or status Follow these steps to search for a job posting 1 From the Navigation bar under Jobs Search choose Advanced Search 2 Enter keywords or phrases to look for You can specify whether any or all the keywords are in the job title as well as choose to look for an exact phrase A fuzzy match option can be used if you do not know the exact job posting title 3 Use the drop down menu to select the post date The default selection is within the past 90 days but the time frame can be greater or less than that In addition you can select to return ALL job postings 4 Choose a Department Multiple Departments can be selected or the search can run against ALL Departments SilkRoad Proprietary amp Confidential Page 118 of 177 ve SilkRoad technology 5 Choose a Location Multiple Locations can be selected or the search can run against ALL Locations 6 Select the Active status 7 Press the Perform Search button to generate the results Job Search 1 Enter keyword s _ if using the Exact Phrase option put search phrase in single quotes C any all exact phrase
238. tion The report name is displayed when selecting a saved report they want to run Select your output criteria Export Report HTML Sort Order By Full Name Sort Order Ascending Save Report Definition No Figure 6 7 Select your Output Criteria OpenHire Recruiter and Recruiting Manager Guide Page 146 of 177 SilkRoad Proprietary amp Confidential OpenHire Recruiter and Recruiting Manager Guide 49 SilkRoad technology Step 3 Select Fields and Filters All of the available fields are listed Related fields are shown together on the tabs Clicking a tab will take you to the fields for that area of the database For example fields related to the job are likely to be located on the Postings Info tab To select a field for inclusion on the report place a check mark in the checkbox to the right of the field If the field can be used as a filter there will be an input box in the Filter column You should use a filter if you want to limit your output to specific records There is no limit to the number of fields you can select but the more fields you select the longer it will take to run the report An excessive number of selected fields can cause timeouts We suggest selecting only the columns that you need Choose your data fields and filters Contact Info Department Info Hiree Info Hiring Stage Interview Metrics Offer Info Postings Info Requisition Info Resume Profile Info Review Metrics C
239. to e f the user did not select a job the resume will be inserted into the Preliminary hiring stage e lf the user did select a job but not a source the resume will be inserted into the Captured Offline Hiring Stage e lf the user selected a job and a source the resume will be inserted into the Online Captured Hiring Stage Note Candidate resumes can also be captured from online resume repositories i e Monster Yahoo HotJobs CareerBuilder etc that your company has subscriptions with The available Online Sources for your organization are listed under the Resources link on the left menu OpenHire Recruiter and Recruiting Manager Guide Page 91 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 3 4 Capturing Candidates from Online Resources Follow these steps to capture online resumes 1 From the Navigation bar under Resources click on the name of the resource to use This will load a pop up window the Online Browser and log you in to the chosen resource Note Internet job boards update their own systems and settings and you may need to periodically enter your login information when applicable f OpenHire Custom Browser Si nica COM Reload Stop Back Forward Captwe c cert Decline Close Careerbuilder Careerbuilder has implemented a session cookie check which requires that the web service recognize a user s computer identification As a result our auto log
240. to a candidate record by a Recruiter can be accessed in this tab In addition resumes created by the candidate during the initial submission or by a Recruiter while importing a candidate are also stored here To add a new file attachment to a candidate profile click the Attach a File button This allows you to browse the files stored on your local computer or network and enter a description of the file attachment Attached files can be hidden from non Recruiter users by de selecting the checkbox indicating that non Recruiter users can view the file By default the box is checked so that any attached file can be viewed by any user with access to the candidate s profile OpenHire Recruiter and Recruiting Manager Guide Page 77 of 177 SilkRoad Proprietary amp Confidential 43 SilkRoad technology Files attached to the candidate profile can be deleted by clicking the Delete link or replaced by clicking the Replace link Summary Resume CV amene eForms Evaluations Activity Status History Add Attachment Attached File Description Allow Non Recruiters To View Cancel Figure 2 77 File Attachment Note Your account has a maximum amount of file storage The exact amount depends upon your contract Once your file storage limit is met additional space can be purchased through your OpenHire Sales Representative if storage space becomes a concern Evaluations Tab This tab maintains the candidate s Evaluation Ranking
241. uisitions Requisition Tracking Code Approval Status Action Location Name Location Code Requisition Owners Dates N A Edit Test Engineer I Requested By A HyattHM Created 1 25 2010 Chicago Office CHI800 Admin By A HyattHM Changed 1 25 2010 6 23 AM To Be Posted By No Recruiter Assigned Tax Accountant I Requested By B ArmstrongRM 1 Created 9 15 2009 Company HQ HQ100 Admin By B ArmstrongRM1 Changed 9 15 2009 10 39 AM To Be Posted By B ArmstrongREC Post Edit test req Requested By J ThompsonRM Created 9 1 2009 Syracuse Office SYR335 Admin By J ThompsonRM Changed 9 1 2009 1 29 PM To Be Posted By J ThompsonRM test job 1 Requested By B ArmstrongRM1 Created 8 21 2009 Nashville Shared Services Center 000D Admin By B ArmstrongRM1 Changed 8 26 2009 11 02 AM To Be Posted By B ArmstrongHM Figure 2 46 Status Updated to Approved OpenHire Recruiter and Recruiting Manager Guide Page 54 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Once a requisition is approved a job can be posted Approved requisitions can be posted by the Job Creator the Requisition Administrator provided he she is a Recruiting Manager and other Recruiting Managers and Administrators Follow these steps to post an approved requisition 1 From the Navigation bar under Job Postings choose Manage Requisitions 2 Click on Post in the Action column next to the approved
242. uiter Bryan Kloha Current date time Friday January 30 2009 2 52 PM EST Help Interviewers Dominguez Chris Interview Scheduler Interviewer Date Time Range Dominguez Chris Sunday February 08 2009 11 00 AM to 12 00 PM Modify Schedule Interview Location fin the Sebago conference room Message to be emailed to interviewers Please make sure to have your interview questions ready E Include Resume Figure 5 10 Interview Email This method of creating an interview assumes that an interview has already taken place and the results are being logged by the Recruiter Follow these steps to create an interview conducted and completed outside of OpenHire 1 From the candidate profile select Schedule an Interview from the Action drop down menu 2 Using the radio buttons select the type of interview you are creating and select the interviewer using the drop down menu Note You MUST select an interviewer on this screen OpenHire Recruiter and Recruiting Manager Guide Page 128 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 3 Click on the Continue button Schedule Interview for Eric Foster OpenHire offers an Activex component that allows the application to communicate wth Microsoft Outlook s free busy schedules Click here to download ActiveX plugin Install this activex control k Are you creating C an Open
243. ulated as Total points candidate received Total points available Note For more information about the Candidate Qualification Engine please refer to the Candidate Qualification Engine Guide which can be downloaded via the Customer Care link 3 9 Employee Referrals The Employee Referral screen shows a list of any employee referrals associated with the logged in user s job If the logged in user is a Recruiting Manager the Employee Referral screen will show a list of all employee referrals The Employee Referrals screen is an easy way to find a referral quickly The person who provided the referral is listed in the Candidate Location Referred By column Follow these steps to view employee referrals 1 From the Navigation bar under Candidates choose Employee Referrals OpenHire Recruiter and Recruiting Manager Guide Page 105 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology 2 A list of employee referrals displays Click on the candidate s name to access the candidate profile screen Workflows all x Take Action Change Job Association Employee Referrals yj Perform Recruiting Activity Displaying 1 to 25 out of 163 records ab Candidate Dh bere Location Referred By Julius Davis Houston TX US Sylvester Tyler Jeaneen Marie Sheehan Bay Village OH US John Cowan Job Enter Date Trackingcode Last Modified Job Location Location Code 11 21 2008
244. ut the form all required fields are marked in red 2 To move to the next page while adding a job click the Continue button If you are editing an existing job click the Update button to save the changes Note Click on the v icon for information about each section of the form Job Administration Details Recruiting Manager select a Recruiting Manager This manager has overall responsibility for the job This field is not displayed to applicants Assigned Recruiter select a Recruiter This is the job owner directly responsible for finding candidates to fill the job The Recruiter will receive the resume responses for the position This field is not displayed to applicants Replies Emailed To select an email address This address is used to send automatic alerts when a candidate submits a resume from the company Website Optionally you may select an Alternate Email Upon selection of this option a pop up window appears Here you can enter the alternate email address to send notifications To disable any notifications completely choose Notifications Disabled from the drop down menu This field is not displayed to applicants Job Information Details Job Template job templates are pre defined job data sets Selecting a template will populate the job form with the data from the job template Templates are created and administered by Recruiting Managers and or Administrators Note Once you begin typing a list of accepta
245. vanced Search 24 All Requisitions Track My Jobs All Requisitions Advanced Search 12 15 Interviews Status Reviews Status Figure 1 7 Recruiter Dashboard Note Return to the Recruiter Dashboard at any time by selecting the Home Navigation menu item Each graph is interactive and provides the Recruiter or Recruiting Manager with access to additional details Recruiting Managers can use the View as Recruiter drop down at the top of the page to view by a specific Recruiter or Recruiting Manager or use the AIl option to view information for all Recruiters Recruiting Managers By default a Recruiting Managers dashboard view displays information for all Recruiters and Recruiting Managers Hiring Stages the pie graph provides a summary of candidates in various hiring stages Click on any stage to view a list of candidates in the current hiring stage Click on the Candidate Dashboard link to view the Candidate Dashboard Requisitions the pie graph provides a visual representation of pending approved or rejected requisitions Click on a group to view a list of pending approved or rejected requisitions Click on the Track My Jobs link to view a list of your jobs or use the Requisitions link to view a list of requisitions OpenHire Recruiter and Recruiting Manager Guide Page 12 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Interviews the bar graph provides easy access to view a list of comp
246. viewers approval status is set to approved OpenHire will send a notification to the Job Creator indicating that the requisition is ready to be posted If a Job Creator has not been defined the Requisition Administrator will need to select one for a job posting to be created from the requisition Review Non Sequential In a Non Sequential review the Requisition Administrator is responsible for triggering the approval requests The Requisition Administrator can use the Email All button to send approval requests to every reviewer at the same time or he she can use the Email Reviewer buttons to manually send requests to individual reviewers one at a time When a reviewer approves a requisition via the Approve link in the approval request email the system does NOT trigger an email to the next reviewer in the chain if the review is defined as Non Sequential The Requisition Administrator must submit the next review request manually unless the Email All option was initially used OpenHire Recruiter and Recruiting Manager Guide Page 52 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Defining Reviewers and Approval Paths By default up to six reviewers can be defined for each requisition This means that six levels of approval are supported Note Before starting the process it is important to determine how many levels of approval are necessary In addition the first level of approval is defined as Reviewer No 1 He
247. wer s Title Date Approved Last Date Sent 1 Hoang Dang Customer Care Representative 2010 04 19 2010 04 19 18 29 00 Figure 2 49 Requisition Approval Details Note If the Job Posting never went through the OpenHire requisition approval process the Requisition Details screen will indicate that no requisition was defined 2 5 View Job Offers The View Job Offers screen provides a dashboard view of all Job Offers Here you can view information about each job offer including the Job Title Candidate Name and Status You are viewing 1 to 18 of 18 records Approved OQ Pending Rejected Administered Date Action Title Tracking Code Candidate Name Status Created By By Created Last Changed Letter ROBERT D Peter 13 Jun Created Engineer WATKINS HauschildRM 2008 01 Jul 2008 j Aire z AT Engineer 182272 Khang Tran SP Khang TranRM 10 Jul Letter Peter HauschildRM 2008 Created Programmer 177398 921 Blair Brandow Letter Branch Manager 183480 T Peter 11 Aug Created 921 Frank Jefferies HauschildRM 2008 Product Engineer 190609 __ i Thomas Lisa 17 Nov 921 oe BoyleRM McDougaldRM 2008 Account Manager 190756 Thomas Thomas 20 Nov 15 Dec 2008 921 Joe Weber BoyleRM BoyleRM 2008 12 21 48 Figure 2 50 View Job Offers Column Descriptions Action displays the action taken available for approved job offers Title Tracking Code displays the internal Job Title and the tracking
248. wing question answers Question 1 Answer C Question 2 Answer A Question 3 Answer B To calculate the CQE Evaluation Score we add the total number of CQE points the candidate received and divide that number by the total number of CQE points available OpenHire Recruiter and Recruiting Manager Guide Page 159 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology SO Answer C Question 1 0 Answer A Question 2 75 Answer B Question 3 25 equals 100 divided by Evaluation Weight Question 1 100 Evaluation Weight Question 2 75 Evaluation Weight Question 3 50 equals 225 100 225 44 or 44 percent This 44 is the number that will show in the Evaluations tab when viewing a candidate profile OpenHire Recruiter and Recruiting Manager Guide Page 160 of 177 SilkRoad Proprietary amp Confidential 49 SilkRoad technology Appendix E Types of Reports OpenHire provides a comprehensive reporting feature including a diverse selection of standard reports which help track current recruiting efforts provide valuable statistics to help steer future recruiting practices and assist in identifying potential problem areas in your recruiting process In addition to the standard reporting feature OpenHire offers an ad hoc report builder and the option to create custom reports Note The following report samples are only examples and do not reflect the full capability of Open
249. x E Types of Reports for additional information on Custom Reports SilkRoad Proprietary amp Confidential Page 149 of 177 49 SilkRoad technology Appendix A Custom Electronic Forms eForms A 1 Overview of Custom eForms As a separately purchased module to the core OpenHire system customers can collect additional forms from candidates online that are then passed back and attached to the candidate profile to be stored in OpenHire rather than having to maintain a separate paper trail of additional recruiting related forms Common examples of forms that can be converted into a web based format include employment applications background check consent forms or disclosure releases OpenHire has two general methods for collecting eForms The forms can be collected as part of the candidate s initial resume submission to open job postings via a customer hosted job listings page or the forms can be collected as a later step in the recruiting process via an email request to the candidate A 2 Collecting eForms from Candidates using Email Customized electronic forms are most often collected from candidates as a later activity in the recruiting process by sending out a request for the form s to be completed and returned using the OpenHire CCE Correspondence email feature Recruiters can send a request to up to 25 candidates at a time Follow these steps to submit a request 1 From any candidate list place a check mark next t
250. y Type _ L Full i Opera Operator 40003128 Pets A i funnos hx A Sr Lab Technician Sr Lab Technician 40003129 Professionals Full Unknown N A Time Regular Packer Operator Packer Operator 40003130 Professionals po Packer Operator Packer Operator 40003131 Professionals en Maintenance Associate I Maintenance Associate I 40003136 Professionals Application Technician Application Technician 40003137 Professionals 7 N iA Full Taak e a Figure E 12 Job Template Report OpenHire Recruiter and Recruiting Manager Guide Page 166 of 177 SilkRoad Proprietary amp Confidential 42 SilkRoad technology Applicant Count by Job The Applicant Count by Job report provides a count of resumes received over a user defined date range The report can be filtered by date company location department recruiter and hiring manager Applicant Count By Job Job No Of Applicants ACAP Counselor I 20100011 Account Executive 177448 921 Account Executive 202824 921 ORT Account Executive eggs123 bacon123 191173 921 Account Manager 188842 921 Account Manager 188843 921 Account Manager 188990 921 Account Manager 190756 921 Figure E 13 Applicant Count by Job Applicant Count by Source The Applicant Count by Source report provides a count of resumes received over a user defined date range The report can be filtered by date company location depart

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