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Home > Guides > Administrator Guide > Website Configuration > Agency Portal > Actions

Actions

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Page Location: Admin > Website > Agency Portal > Actions

The Actions Page is where the Administrator can decide what actions should take place when an Agency User submits an Applicant to review As part of the Actions, a note can be stored with feedback from the Agent about the applicant.  This note must be mapped to the appropriate note type; so before setting up this page make sure there is a Note Type for the information.


Inbox Options  Purpose 
Add to Inbox...
(Options 1, 2, 3)		 Checkmark one, two or all three options to add the applicant record automatically to the |Inbox| view.  This option is very helpful if users log in on a routine basis and are familiar with the screens and navigation of the software.  
 
‘Recruiter’ will direct the information to the Inbox of the Recruiter
‘Supervisors’ will direct the information to the Inbox of the Hiring Manager 
‘Other’ allows the Administrator to select a specific person to direct the information to outside the roles of a requisition

 

 If using the Inbox setting to add to a specific user (not based on the requisition), be sure to click on the recipient's icon to select which Inboxes should receive the applicants. 


Routing Options  Purpose 
Send Routing Email...
(Options 4 & 5)		 Checkmark one or both options related to the automatic routing. This option is very helpful if users don't log in often or work primarily through email.  This is a "push" technology which allows for the system to alert the recruiter or manager without the need to access the system. 

‘Recruiter’ will send the Routing email to the Recruiter of the requisition
‘Supervisors’ will send the Routing email to the Hiring Manager of the requisition. 

 

 Press the pencil icon to edit the nested settings.  These settings determine what appears in the routing email.  If this section is NOT completed, the routing will be sent out but no options for response will be included so the user will need to log into Cyber Recruiter to respond.
  Allow Responses Will display the list of Applicant Status for this recipient to select from and update the system.
  Email Back to Sender Will send an email back to the Recruiter of the response selected.
  Update Req Status Will update the Status of this position for the applicant as well as capture the response. Recommendation: Only activate this setting for either the Recruiter or the Manager, not both.
  Routing Comes From Drop-down list to select who routings should come from when. The options are Recruiter, Supervisor, or Online User.


Additional Options  Purpose 
Send the agency user an email (Option 6) Check-mark to send an email to the agent who is submitting an applicant for the first time (the applicant's first time).  Click to compose the email.
Send the agency user an email when referred to a new job (Option 7) Check-mark to send an email to the agent who is submitting an applicant for the additional jobs.  Click to compose the email.
Send an email to particular users (Option 8) Allow for a user or external person who is not part of the requisition process (Recruiter or Manager) to be emailed that an applicant has applied.  This is NOT a routing email - a routing record will not be added to the applicant and no response is allowed from this email.

 

 Press the pencil icon to edit the email which is sent out to the user(s) specified.

 

 Press the recipient's icon to specify which users or people should receive this email.  Four options are available.
1) Highlight one or more user(s) of the system using the Ctrl key
2) Type in an email address of a non-user
3) Check the option to send this email to the Recruiter - this is not a Routing email
4) Check the option to send this email to the Manager - this is not a Routing email.
Status Change
(Option 9)		 Select the status which should be assigned when the submission is complete. 
Add Note
(Option 10)		 Select a Note Type from the available options in order to pose a question out to the agent regarding the applicant he/she is submitting.


Next Step

Creating Instructions for the Submission Process
Where does the Note go?