View source for Methods of Adding an Applicant to a Folder

Applicants can be added to folders in four ways:

* Applicant can self-register via a web site.
* Create the applicant information from their MS-Word document resume.
* Import the applicants using the Applicant Import Wizard.
* Manually add the applicant to the system.

In this article you will use the manual signup process and the import process.

In later examples, you will learn how the MS-Word '''SmartResume''' and [[Sign-Up Pages|Signup pages]] work.

=Manually Adding a Applicant=

Applicants are added to a folder by first selecting the folder, and then using the '''Add Applicant''' tab.

1. Click the [[Applications]], [[Applicant Tracking]] [[Menu|menu]].

2. Click the '''Applicants''' tab.

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3. Click the '''New Applicant''' button.

The '''New Applicant''' window is displayed.

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This first window is the general contact window. 

Once you save the basic information you will be able to set the skills and upload a resume – if required.

4. Set the '''First Name''' field to '''Toya'''.

5. Set the '''Last Name''' field to '''Glass'''.

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=Associating an Applicant with an Account=

If this person works for an existing company in the system, then you have the option of associating this applicant as a contact within that company, and also as an applicant.

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1. Set the '''Title''' field to '''Communications Manager'''.

2. Set the '''Phone''' field to '''416-555-6783'''.

3. Set the '''Email''' field to '''tglass@ics.com'''.

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* The email field will be used as the unique identifier for each applicant, and is used throughout the [[Applicant Tracking]] system to ensure applicants are not duplicated.

4. Click the '''Save''' button.

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The applicant is saved and additional tabs are displayed at the top of the applicant window.

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Always use the contact address for the applicant home address.

=Applicant Tabs=

Applicants are contacts within [[SmartSimple]], with specific [[Role|roles]], and are stored in Applicant folders.

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* '''New''' – Add an additional contact or a new activity for this contact.
* '''View Applicant''' - switch the window from '''edit''' to '''view''' mode.
* '''Forms''' – associate a [[Web Form]] with this applicant.
* '''Settings''' – change the setting for this applicant.
* '''Print Preview''' – display a print preview page for this applicant.



[[Category:System Management]][[Category:Applications]][[Category:Applicant Tracking]]