Enhancement - Job Action – EOH – Screening Action

Key Changes:

• EOH Tab:
  • The integration status will display as Connected. If EOH is not connected, it will read Integration Status: Not Connected, prompting you to connect the account through the Marketplace.
  • Subscribe to the feature Share Personnel to EOH under the EOH tab in the Marketplace.
  • If the status is Not Connected, a clickable link labelled Click here to Integrate will appear below to redirect you to the EOH Marketplace connection page.
  • The tabs displayed under the EOH tab are Candidate Profile, Screening Action, Notes, and Review and Final Summary, allowing you to navigate freely.
• Screening Action:
  • Recruiter Name: The first field, Recruiter Name, is mandatory and presented as a single-select drop-down menu sourced from connected EOH account recruiters. Initially, no recruiter is selected, but upon user selection, the chosen recruiter’s name will be displayed.
  • Candidate Screening Status: This field indicates whether the candidate has progressed from the Screening stage to the next. If the candidate has moved past this stage, the screening status will be marked as complete, and the checkbox will be ticked; otherwise, it will show as incomplete, with the checkbox unticked.
  • Candidate Interview Status:
    • If the candidate advances from the Interview stage and the Interview date and time have been scheduled, the system will mark this as complete. The Interview stage is defined by the stage type Interview mapped to any workflow stages. Once the candidate moves past this stage, the candidate interview status will display as complete, with the checkbox ticked. If not, it will display as incomplete, and the checkbox will remain unticked.
    • If you manually select the Candidate Interview Status checkbox as COMPLETED, selecting the Interview Date and Time becomes mandatory. For a single interview, the date and time slot are disabled, and data auto-populates. If multiple interviews are upcoming, you must select an Interview Date and Time before pushing the candidate with the RECRUITMENT - APPLICANT LOGIN & SCHEDULED INTERVIEW option. If no interviews are scheduled, these fields will be blank and disabled.
    • The Interview date drop-down will only show future interview dates. Past interview details won't be considered, regardless of whether the data auto-populates or requires selection.
    • You can manually toggle the checkboxes for Candidate Screening Status and Candidate Interview Status as needed.
    • To create the application portal, users will be presented with three options displayed as radio buttons, allowing selection of only one:
      • RECRUITMENT - INBOX: Creates a new applicant without screening, interview appointment, or Applicant Portal access. This option only passes applicant information to EOH without creating applicant portal details, placing the applicant in the Inbox section of the EOH account.
      • RECRUITMENT - APPLICANT LOGIN ONLY: Creates a new applicant and provides access to Applicant Portal credentials only. This option creates applicant login credentials and shares them with the applicant.
      • RECRUITMENT - APPLICANT LOGIN & SCHEDULED INTERVIEW: Creates a new applicant and provides access to Applicant Portal credentials along with booked interview schedule. This option creates applicant login credentials and shares them with the applicant, along with interview details.
      • These options will be available based on certain conditions. For example, if the Screening Status is INCOMPLETE, only the first two options will be enabled for selection, while the third option will be disabled.
  • To send an email to the applicant, check the corresponding option. When selected, it enables the dropdown menu for selecting an email template. It's mandatory to choose an email template if the send email option is checked.
  • The Email Template option will remain disabled unless the Send Email to Applicant box is checked. It's a dropdown single-select menu, showcasing all available Email Templates in the connected EOH account. Upon selecting a template, its name will be displayed in the field.
  • For candidates not pushed to EOH, tabs below will remain active and enabled, while for those already pushed, a text will appear saying Candidate already pushed to EOH.