Skip to content
English
More support
  • There are no suggestions because the search field is empty.

Job Summary

The Job Summary page acts as a centralised hub for managing and accessing detailed job information. It tracks recruitment progress, including applicant numbers and workflow stages, and serves as a communication platform for the hiring team, ensuring consistency and alignment throughout the recruitment process.

To navigate to the Job Summary page, follow these steps:

Optional Reading: How to Create a Job and to check the details under the Job Landing page, click here: Create a Job, Jobs Landing.

  • Navigate to the main navigation header bar and click on Jobs.
  • Access the list of all job listings, then click on any Job or click on the three-dot button and select View Job to be directed to the Job Summary page.

Job Summary Page 

Here's an elaboration of the Job Summary page:

  • Job Rank: Position of this job relative to others based on priority or importance.

  • Published On: The date when the job was posted.

  • Job Reference ID: Unique identifier for this job listing.
  • Job Type: Specifies the nature of the employment (e.g., full-time, part-time).
  • Experience: Required experience level for the position.
  • Job Title: Title of the job role.
  • Client Name: Name of the client associated with this job.
  • Location: Geographic location of the job.
  • Company Contacts: Key contact persons within the company.
  • Job Owners: Individuals responsible for managing this job.
  • Tags: Labels like Confidential, High Priority, Low, Medium, or Critical used to categorise job postings based on importance.

Optional Reading: How to configure job tags, click here: Job Tags.

  • Skills: Required skills for the position.
  • Current Status: Present stage of the job in the recruitment process.

Optional Reading: How to configure a job status, click here: Jobs Status Master.

  • Ageing of Job: Duration since the job was posted.
  • Expires In: Time remaining until the job posting expires.
  • Sourced: Indicates how candidates were sourced.

Optional Reading: For more information on how candidates are sourced and mapped to jobs in the application, click here: Assign Candidate Manually, Job Board - Native Apply, Xeople Career Page - Link out, Xeople SmartEmail, Xeople Search - Proprietary Pool, Xeople Search - Entire OnHire Pool.

You can update the Contacts, Job Owners and Status from here. Additionally, you can assign/unassign Tags. 

Actions to perform on the Job summary page:

  • Applications: Review and manage candidate applications.

Optional Reading: How to manage job application, click here: Manage Job Applications.

  • Assign Candidate: Allocate candidates to this job.
  • Meeting: Schedule and track meetings related to the job.
  • Notes: Add and view notes about the job. Once a note is created you will get options to Edit or Delete it.

Use the filtering options based on Date, Owner, Category, and Filters to easily and swiftly search through notes.

On the left-hand side, notes are organised by month. Click on the notes section. If the notes do not appear, click on the left panel and select the desired month to display the corresponding notes created during that month.

The Notes section allows you to mention employees using the "@" symbol followed by an initial letter, like "@n". This displays a list of employees or invited users. When mentioned, employees receive a web notification, indicated by a red number next to the bell icon. Clicking the bell shows the notification with the employee's name, message path, date, time, and options to mark as read/unread or delete.

Additionally, a speech-to-text editor lets you add notes by speaking, making it easier to quickly update and share information.

  • Job Log: Record of all actions and updates related to the job.
  • Documents: Add documents and folders associated with the job. Actions you can perform in this particular section are as follows:

Detailed Information:

  • Sharing internally or externally: Allows sharing documents with colleagues within the organisation or with external stakeholders.

  • Share as Attachment: Facilitates document sharing by attaching them to emails.

  • Manage Access: Allows you to control who can view or edit the document by managing permissions.
  • Rename: Allows changing the name of the document for better organisation and identification.

  • Delete: Use this option to remove a document if it was added by mistake or is no longer needed.

  • Download: Enables saving documents to local devices for offline access or archival purposes.
  • Audit Log: Provides a record of all actions performed on the document, including views, edits, and shares.
  • View Details: Grants access to metadata and information pertaining to the document, including creation date, file name, etc.
  • Version: Allows tracking changes made to the document over time, including edits and revisions.
  • Manage Job Posting: Edit and control the job posting details.

Optional Reading: How to manage job postings, click here: Manage Job Posting.

  • Call: Easy access to call logs. It displays the total number of calls related to a specific job, with the option to log manual calls for accurate tracking.

Optional Reading: How a call tab works, click here: Call Page - Job Summary.

Tabs - Job Summary

    Actions to perform under the three-dot button:

    • Action tabs allow you to perform actions with candidates across various workflow stages, including adding notes, scheduling interviews, sharing personnel details with EOH and the client, and managing candidate or job relationships.
    Optional Reading: How the Job Action tab works, click here: Job Action.
    • Accept: Mark candidates as accepted for further consideration.
    • Reject: Decline candidates for the job role.
    • Remove: Remove candidates from consideration.

    Optional Reading: How to bulk accept, reject, remove candidates, click here: Bulk Accept Candidate, Bulk Reject Candidates, Bulk Remove Candidates.

    • Send Mail: Send emails to candidates.
    • Send SMS: Send text messages to candidates.

    Optional Reading: How to contact candidates or how the candidate mail section works, click here: Contact Candidates, Candidate Mails.

    • Candidate Summary: View summarised information about candidates.

    Optional Reading: To read more on the candidate profile details, click here: Profile Details.

    • Job Details View: Access detailed information about the job role.
    • Edit Job: Modify details of the job posting.

    Optional Reading: How to edit a job from the job landing page, click here: Jobs Landing.

    • Map Application Form: Link application forms to the job posting.

    Optional Reading: How to map a job application form, click here: Map Application Form.

    • Share Job Application Link: Distribute the application link for the job.

     Optional Reading: How to share a job application URL, click here: Share Job Application URL.

    • Profile Update: Automatically update candidate profiles across job applications.
    • Generate Xeople SmartEmail: Automatically match candidate resumes to job postings.

    Optional Reading: How to Generate Xeople SmartEmail, click here: Generate Job-specific Xeople SmartEmail.

    • Timeline: Track candidate interactions and events.
    • Proximity: Assess candidate location relative to the job location.
    • Close Job: End the job posting.

    Optional Reading: How to close a job, click here: Close Job.

    • Share Personnel to EOH: Share candidate with EOH as an Applicant or Member. Click on the checkbox placed in front of the candidate's name in a grid or list view to get this option enabled.

    Recommend Reading: How to share a candidate as an applicant or member, click here: Push Candidate as a Member, Job Action.


    • Share Job: Share a job with Entire OnHire (EOH) with or without a member (member status must be Active in EOH if already shared). If no candidates are in the Hired stage (mapped to hired stage type or any  stage mapped to Ready to Hire stage type), the job can only be shared without a candidate. If candidates exist in the Hired stage, the most recently moved candidate is auto-selected. You can deselect and proceed as needed.  Job cannot be shared without a client.

    Recommend Reading: How to share a job, click here: Share Job to Entire OnHire (EOH) - Job Summary.

    Recommend Reading: To view how the client, member and job details appear in Entire  OnHire, click here:  ClientProfile, MemberProfile, JobProfile.

    Actions to perform under the Job Workflow stages in a Grid View:

    Optional Reading: How to set a new Job workflow or understand the Job Workflow and its stage, click here: Setup a New Job Workflow Hiring Process, Understanding Job Workflow and its stages.

    • Checkbox: You can perform actions for the candidate such as Action, Accept, Reject, Remove, Read, Unread, Call, Mail, SMS, Share Job, Schedule Meeting, Pin, and Move to a specific folder.

      • Read: Mark candidate as reviewed.
      • Unread: Mark candidate not reviewed.
      •  Call: Make calls if a calling app is integrated and installed in your system if the phone number is available. If the call option is disabled, no phone number is saved against the candidate.

      • Share Job: Allows you to share a job with Entire OnHire along with the associated client and the selected member (must have Active status in EOH if already shared). The screen will not allow you to choose any other member. 

      • Meeting: Schedule an interview with the candidate.
      • Pin: Highlight and focus on the candidate.
      • Move to folder: Organise candidate into a specific folder.

    Optional Reading: How to add candidate folders or map candidates to folder, click here: Organise Folders.

    To Perform this action like Actions, Accept, Reject, Remove, Meeting and Pin select the same stage candidates. If the same stage candidates are not selected these options will be disable. Also, you can schedule meeting for one candidate at a time.

    • The first workflow tile shows the number of candidates applied or were mapped to the Job with their profile initials and Name.
    • Pin: Use to highlight a specific candidate.
    • Just below the Name, you will be able to see the Job workflow Stage. 
    • After carefully reviewing the candidate's resume, you can advance them to different stages as defined in the job workflow master settings.

    Grid View - Actions to Perform

    Actions to perform under the Job Workflow stages in a List View:

    Clicking on the three-dot placed in front of each candidate will show you similar options as explained above.  The share Personnel & Share Job option works for single selection. Also, select only hired stage candidates for sharing a job or else this option will be disabled. Click on the checkbox and go to the three-dot on the top right will have the Share Personnel option enabled.   For Share Job, you do not need to check the box—simply use the Share Job from the three-dot on the top right side.

    Related Articles: