Details Pane

1

Page Header

Displays information about the selected record. In the above example the requisition name is displayed.  

2

Tabs

Tabs are used to organize and present information. In the above example the Main Info tab displays Approval, Requisition and Opening Information panels. The Additional Info tab displays the Notes, Attachments, Costs, and Questionnaires panels.  

3

Actions

The Actions menu contains actions specific to the requisition being viewed in the Details pane. From the Actions menu, users can do the following:

• Refresh the requisition record

• Change the requisition status

• Clone the requisition

• Add a new note or an attachment

• Print the requisition

• Save the requisition as a template

• Create an AutoRecruiter search

• Delete the requisition

• Show all the candidates within requisition in a candidate list

Access to each available action in the Actions drop-down list is managed through the appropriate role permissions assigned in PeopleFluent RMS Administration Portal.

4

Panels

Panels are used to logically group information. Panels may be hidden, read-only, or editable depending on the user's permissions.

Click the Edit icon in the panel to update field information.

Click the Collapse button to minimize a panel.

Click the Expand button to view a minimized panel.

5

Candidate List

The Candidate List appears at the bottom of the Details pane. When a workflow folder containing candidates is selected in the Workflow pane, the candidates within the folder are listed in a candidate summary table. Click and drag the green grab bar to expand the Candidate List pane. For more information, see Candidate List Pane.

1

Requisition Quick Link

Click this hyperlink to quickly navigate to a requisition from the candidate profile.

2

Previous/Next Buttons

Click these buttons to advance to the next candidate record or go back to the previous candidate record without returning to the candidate list. The Previous and Next buttons only display on the candidate record when the candidate is selected from the following:

• the results list of a candidate search

• the results list of the Saved Search Widget

The count (ex. 1 of 13) is based on how the candidate list was populated. For example, if the candidate list was populated by clicking a workflow folder, then the count is based on the number of candidates within that folder. If the candidate was selected from the candidate search results list, the count is based on the number of candidates within the list.

Limitations:

• The previous and next buttons do not display on a candidate profile if the profile appeared in the Candidate Quick Find search results.

• The previous and next buttons do not work with the Candidate Cards on the Candidate Search page.

• The previous and next buttons do not display if you are viewing a candidate profile that was filtered out of the candidate list.

• The previous and next buttons do not display on a candidate profile retrieved from the Legacy Candidate search results.

• The previous and next buttons do not display when a user clicks a candidate within a requisition folder via the Requisition tab or a workflow folder via the Workflow tab.

• When the candidate list is filtered and results in the candidate that is being viewed to be removed from the list, the previous and next buttons does not display on the candidate profile.

3

Actions

The Actions menu contains actions specific to the candidate profile being viewed in the Details pane. From the Actions menu, users can do the following:

• Refresh the candidate record

• Forward the candidate's resume

• Add a new note or an attachment

• Print the candidate profile

• Email the candidate

• Export the candidate profile

• Remove a candidate from a requisition

• Refeed the candidate data into candidate search

Access to each available action in the Actions drop-down list is managed through the appropriate role permissions assigned in the PeopleFluent RMS Administration Portal.