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Candidates tile

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Faraaz Mohiuddin
  • Updated

Details

Any additional tenant settings required to view this functionality: The “Placements/Workshops” token must be enabled in the account programme.

Product area: Internal Jobs, Placement/Workshops

 

Overview

The Standard Administrator can navigate to “Candidates” page from “Candidates” tile.

This article describes this tile as visible to a standard administrator. For more information, see: Standard administrator - detailed description.

 

The Candidates grid

The grid lists all the Learners/Jobseekers, for whom the logged-in administrator has access. A summary of their Placement/Workshop and/or Internal Job allocations is also displayed, with options to manage userPlacements straight from the grid.

If a Learner/Jobseeker has no userPlacements, they will still be listed in the grid, with “None” status.

ca1.png

By default, the grid is filtered by “Status”=”Applied” and sorted by “Date” column, descending. The grid displays 10 records per page. The administrator can use the navigation buttons to switch between pages.

 

Filtering

To apply a filter, the administrator should click the ’Search’ button. To reset currently applied filters and get back to default values, the administrator should click the ‘Reset’ button.

In the filter area, the administrator can view:

Title Type of control Default Description
User name free text input Blank Filter by Learner/Jobseeker’s full name.
Organisation name free text input Blank Filter by Placement/Workshop or Internal Job organisation name
Job/Placement/Workshop title free text input Blank Filter by Placement/Workshop or Internal title
Group multiselect tree view dropdown ‘Select groups’ Only those Aptem Groups are listed which logged in Administrator has access to;

Allows to filter by Learner/Jobseeker’s Aptem group allocation.
Status Dropdown ‘Applied’

Filter by userPlacement status.

Options are:
- “--All--”
- “Applied”
- “Shortlisted”
- “Enrolled”
- “Rejected”
- “Finished”
- “None”
Step type Dropdown ‘--All--’

Filter by userPlacement current step.

Options are:
- “--All--”
- “External test”
- “Assessment test”
- “Interview/event”
- “Application form/CV”
Category Dropdown Blank

Filter by Placement/Workshop category.

The dropdown lists the Placement/Workshop categories across the tenant.
App/CV Dropdown ‘--All--’

Filter by userPlacement App/CV availability.

Options are:
- “--All--”
- “Yes”
- “No”
Route Dropdown ‘--All--’

Filter by userPlacement route.

Options are:
- “--All--”
- “Applied”
- “Shortlisted”
From Date picker Blank Filter by minimum Date enrolment was most recently updated
To Date picker Blank Filter by maximum Date enrolment was most recently updated

 

Grid columns

The following grid columns and actions are available for a Standard administrator:

Column title Sortable Data display format Description
Name Yes (alphabetical order) Link to User Profile page, opened in the same browser tab.   

Learner/Jobseeker’s full name (First name + Last name)
Group Yes (alphabetical order)

String;

Displays only 1 group, if multiple assigned to Jobseeker

Learner/Jobseeker’s Aptem group name

 
Employer Yes (alphabetical order) String

Placement/Workshop or Internal Job organisation name.
Title Yes (alphabetical order) Link to Placement Profile page or Job Profile page, opened in the same browser tab.

Placement/Workshop or Internal Job title
Categories

Yes

 

 String

Placement/Workshop category - separated by comma if multiple assigned; always blank for Internal Jobs.
Status Yes (by StatusID) String

Placement/Workshop or Internal Job userPlacement current status

Options are:

  • Cancelled
  • Applied 
  • Shortlisted
  • Enrolled
  • Rejected
  • Lapsed
  • Finished
  • Filled
  • None
Date Yes (numerical order) dd/mm/yyyy

Descending sorting is applied by default on grid launching;

 

Placement/Workshop or Internal Job userPlacement most recent update date
Current step Yes String + (optionally) ‘pass’ button

Placement/Workshop or Internal Job userPlacement current step;

Is only displayed for userPlacement statuses other than Enrolled/Canceled;

Options are:

  • External test: <Test name> 
  • Psychometric test
  • Interview/Event: <Create/Update> Clicking on ‘Create’/’Update’ button launches an Interview details popup which you can fill out straight from the grid:
    ca2.png
    Once confirmed, Edit Task form will pop up to let Administrator create/update associated Task for Interview.
  • Application letter/CV

 

‘Pass’ button is displayed for those userPlacements which current step is passable (of ‘Applied’ or ‘Shortlisted’ statuses and having incomplete current step).

Once clicked, the Standard Administrator will be requested to provide comments:

ca3.png
App/CV No Clickable icon
(lkj.png)

Link to view Application letter and/or CV attached by Jobseeker during Application onto Placement/Workshop or Internal Job.

ca4.png

In ‘User’s CV’ area it is also possible to download attached CV, or forward details to userPlacement contact (outside Aptem platform) or print the Application letter out.

ca5.png 

Column leaves blank if no Application letter/CV found for enrolment.
Route Yes (by StatusID) String + clickable icons

Method userPlacement was originally created by.

Options are:

  • ‘Applied’ Identifies userPlacements Jobseekers applied for themselves
  • ‘Shortlisted’ Identifies userPlacements Administrators created for Jobseekers via shortlisting them

Action buttons:

  • ‘Enrol’ (ca6.png) Allows to enrol Jobseeker onto Placement/Workshop or Internal Job – or Edit existing enrolment.

Available for statuses:
- ‘Enrolled’
- ‘Finished’
- ‘Lapsed’
- ‘Applied’ and no steps to complete
- ‘Shortlisted’ and no steps to complete

Once clicked:
-‘Enrol on placement/workshop’/’Edit placement/workshop’ form will pop up for Placement/Workshop userPlacements
ca7.png
- Enrol on/Edit Internal Job form will pop up for Internal Jobs
ca8.png

Once enrolment created and confirmed:
- Placement/Workshop or Internal Job userPlacement will update its status to ‘Enrolled’,
- Jobseeker will receive ‘Placement/Workshop accepted’ email (for Placement/Workshop enrolments only)
- Jobseeker will receive ‘Placement/Workshop’ notification (for Placement/Workshop enrolments only)
- Internal Job will appear in Job Finder > Shortlist > Applications panel in Learner Console
- Placement/Workshop will appear as ‘Enrolled’ in Placement Finder > Applied tab (Classic, Learner interface)

  • ‘Reject’ (ca9.png) Allows to mark userPlacement as ‘Rejected’; Available for statuses:

- ‘Applied’
- ‘Shortlisted’
- ‘Filled’

Once clicked, Administrator will be requested to confirm the action (“Are you sure that you want to reject <Jobseeker Full name> for this placement/workshop?”):

ca10.png

Once confirmed and comments are provided:

- Placement/Workshop or Internal Job userPlacement will update its status to ‘Rejected’,

- Jobseeker will receive ‘Placement/Workshop application’ email

- Jobseeker will receive ‘Thank You for Your Recent Application’ notification

 

  • ‘Delete’ (ca11.png) Allows to delete userPlacement; Available for any statuses except ‘None’, and is not available if enrolment has Verified hours > 00:00. Once clicked, Administrator will be requested to confirm the action (“Are you sure that you want to delete user placement/​workshop?”):
    ca12.png
    Once confirmed, Placement/Workshop or Internal Job will be unbound from Jobseeker. If Jobseeker has no userPlacements left as a result, they will become listed as of “None” status in the grid.

 

Export to CSV

The administrator can download relevant details as a CSV report using the “Export to CSV” link at the top-right corner above the grid.

When administrators use the export option, a “Aptem.Candidates.csv” file is exported - this file contains the same columns as displayed in the grid, plus these additional columns:

  • Jobseeker Reference number as “RefNumber”
  • Jobseeker Email as “Email”

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