applicant tracking system (ats) version 1.6 release … · this document provides a summary of the...


Contents Version 1.6 – Release Summary .................................................................................................................................................. 3

Overview of new features ........................................................................................................................................................... 3

Summary of Features .................................................................................................................................................................. 3

Updates to user interface ........................................................................................................................................................ 3

Direct sourcing enhancements ................................................................................................................................................ 9

New user management functionality .................................................................................................................................... 11

Select HR Requisition approval ............................................................................................................................................. 14


Version 1.6 – Release Summary This document provides a summary of the new features which will become available with the upgrade of the Applicant Tracking System (ATS) to version 1.6.0 of the platform. Please note that there is no system downtime associated with this release, and no action is required on your part.

Overview of new features

Updates to user interface

Direct sourcing enhancements

New user management functionality

Select HR Requisition approval

Summary of Features

Updates to user interface Quicker response times/faster load time/fully mobile responsive

The look and feel of the system has been reworked in version 1.6 and one of the most noticeable changes is the stacked

tool bar on the left hand side of the screen. Using this style of menu improves loading speeds as the user will no longer

have to load each page of the system – only the page they are looking to view.

The system is now fully mobile responsive from the candidate portal right through to the ATS. As the users screen size gets

smaller (i.e. on phone or tablet) the system will begin to stack vertically and utilise drop down menus to store functionality.

In version 1.6 the styling of the user interface has changed from when a user logs in via the login screen

Once logged in the new home screen will appear:


Users will now be able to navigate around the system using the drop down menus on the left hand side of the screen

This has replaced the old style of menu that used to sit along the top of the screen (see below the menu from 1.5):

By clicking on one of the options in this menu, the system will show all other related areas to this option (e.g. Positions will

show Openings, Requisitions etc.)

These options can then be further drilled down to other areas (e.g. Openings will link to My Openings, My Published, All

etc.)

Please note that the system will only begin to load the required page once an option without a drop down has been

selected (e.g. My Openings

Using this method allows the user to access the area of the system they need much faster as the system will only begin loading once the required page has been selected.


The search bar has now been moved across to sit above the new navigation menu:

This will work as previously in version 1.5.

There is now a dropdown menu next to the search bar that will allow the user to re-run the last search they actioned as well as

see all recent searches they have performed in the system.

To maximise on space used in the top of the screen, the user details have been consolidated into a dropdown area that will

display the following:

Name of logged in user

List of other users to work on behalf of

Configuration scopes available (if multiple are used e.g. Head Office/ Retail)

Settings

Log out button

The filters on each page have been re-styled to allow for better use on mobile optimised/ small screen devices:


When using filters you will be able to keep track of active ones selected under the main filters section, from here you can

reset/ remove filters as required

The New icon has been changed to stand out more, this will take effect on any screen where a user is looking to create something (e.g. Positions, Requisitions etc.)

The application screen has been re-designed to make finding information/ actioning applications simpler. To access candidate information in version 1.6 you will now need to click on the Contact Details icon

This will now load up a window containing all information a candidate has entered for these fields.

The same styling has been added to the scores/ results area:


To action applications, there is now an Action button that sits under the workflow progress section

Clicking on the Action button will prompt the following window to appear (this will show all available actions at this stage of

the workflow)


The additional application actions have been re-designed (the actions still function as previously) – to see what each button does, simply hover the mouse over the image on the desired button:


Direct sourcing enhancements Choice of workflow management/enhanced communications to the candidate/greater control of talent

The button to add a manual candidate has been redesigned and is now easier to find on the position screen

When creating a manual candidate the user is now prompted with a Yes/No check box to confirm if a portal account is required for the candidate (an option is required):

Clicking Yes will then prompt the user to select what type of account needs to be created (Internal/ External):

The user will then go through the manual candidate application process and will then fall into the internal/ external workflow. Clicking No will take the user through the normal manual candidate application form and the candidate will show in the

manual candidate workflow.

A user can also now submit a manual application for a candidate that is already registered in the system.

When entering in an email that a candidate has already registered, the user will be prompted with a message that asks them to confirm that they have the candidate's permission to submit a new application on their behalf (as they will receive email communications upon application submission).


The user will need to click the Terms tick box to confirm the above statement is true before clicking the Create Direct application button:


New user management functionality Adding users/changing passwords/removing users/full management of delegations

Superusers within the system will now be able to self-manage user accounts (including creating & deactivating users), access levels and user delegations within the User Admin area of the system.

To access this area of the system, click into Config and then into User Admin/ User Groups

To create a new user

Select User Admin – then in that screen click on the New button in the top right hand corner:

The user will then need to fill out the required fields before clicking on Create User:


To edit existing users

Select User Admin – then in that screen, click on the Edit button next to the required user

The user will then need amend the fields (as needed) before clicking on Update User

A user can now view all access roles/ delegation groups by clicking on User Groups

Then in that screen they can filter by either Access Role or Delegation:

To create a new Access Role

Select the New button in the top right hand corner:

To create an Access Role the Group type needs to be set to Access Role:

The user will then need to select a Primary role for this Access Role – the Primary role will need to be set to the highest

level required for the Access Role


The user can then select which system user/s need to receive this level of access:

When all required fields have been added, click on Create User group

This will make the Access Role available when creating new users.

To create a new Delegation

Select the New button in the top right hand corner

To create a Delegation the Group type needs to be set to Delegation

The user will then need to select who is granting and receiving access in the delegation group - once all required users have been added (to the respective areas), click on Create User group


Select HR Requisition approval The vacancy approval process is now managed completely within Select HR – this will include raising the requisition through to approving. Once a requisition has been approved in Select HR it will appear in the ATS under the Requisitions page

A user can then create a new position (using a template that requires a requisition) and select the required requisition from

the dropdown list

***End of Document***

applicant tracking system (ats) version 1.6 release … · this document provides a summary of the...

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