My Preferences - Cyber Recruiter

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My Preferences

Page Location: |Home| > My Preferences

This page was updated with version 9.1.

My Preferences allows the user to update the login password and to set preferences (some of which can overwrite defaults set in Page Builder or by the system) based on the needs of the user. This page is tab driven and the section name for each tab explains where the changes will occur.

The top of the page contains a link to "Click Here to Change Password". Clicking on this link allows the user to enter a new password which will be used going forward. Passwords can contain letters, numbers, or special characters up to 15 characters in length, but it CANNOT be blank (Note: Passwords also depend on certain security settings determined by the Administrator).

Next to this link is a "Save Changes" button. This button saves changes for the whole page and does not need to be pressed after each change to each tab.

General

This tab controls global settings which are not related to a specific area of the software.

Field	Purpose	Options
Login Page	Determines which page should first show when the user logs into the system	Requisition List My Inbox Open Activities Home Page (Default for all new users) To-Do List Any Available Dashboard
Delegate Approver	Select a different user to receive approvals and evaluations in lieu of this user. The specified user receives emails and Home Page tasks for the user. Set this field to BLANK when no delegation is needed. Items which prevent workflow are directed to the delegated approver. The following items will be re-directed when this option is used: Requisition Approval Routings Interview Requests Offer Approvals	All Current Users in Cyber Recruiter
Time Zone	Use this field to specify a default for the time zone which should be used when scheduling interviews. There is also a field in System Setup , where a global default can be defined. If nothing is filled in as a default in either location, the default time zone when scheduling an interview will be blank and it is the user's responsibility to select the correct time zone.	Atlantic Eastern Indiana (East) Central Mountain Arizona Pacific Alaska Hawaii
Open Resumes in New Window	Tell the system which window to use if opening a resume for viewing. it is best set to YES. It opens a new Internet Browser. If NO, resumes replace the current Cyber Recruiter Session & Users have to click Back to return to Cyber Recruiter	Yes No
Add Headers when Printing Resumes	Adds the Applicant's contact information (from the demographics page) to the top of each text resume which is printed.	Yes No

Applicant Search

Defaults on this page control the Applicant > Applicant Find page as well as the Applicant > Search Applicant options. Putting defaults on this page DOES NOT mean they cannot be overwritten when doing a search for an applicant. They are merely designed to aid in quick searches.

Field	Purpose	Option
Status	Select an Applicant Status which should ALWAYS be selected when running a search. Leaving this blank will tell the system NOT to default any status.	All Applicant Status
Sort Order	Specify which order the information should appear in when displaying on the results pages.	Name Application Date
Range	Specify which range the system should use when comparing to the Application Date or Assign Date (depending on the other field on the page).	Last Day Last 2 Days Last 3 Days Last 5 Days Last 2 Weeks Last 3 Weeks Last Month Last 2 Months Last 3 Months Last 4 Months Last 6 Months Last Year (Default for all new users) Last 2 years Forever

Email Signature

Enter an email signature block for emails which is then pulled when using the merge field {Signature} in Custom Correspondence emails (from scratch or template). This box is listed only in text but HTML can be used so that when the email is sent different formatting is shown.

Inbox

System defaults for the view 'Inbox' are set by the Administrator in the Page Builder section. This page allows a user to change the settings for personal preference to display up to 7 pieces of information in addition to the Applicant's name. Options are restricted based on group security; so, not all options may be available for selection.

If options are selected for even one of the columns then the new preferences will be used instead of the defaults. Removing all the items in the drop-down box will restore the defaults set by the Administrator.

Option	Purpose/ Page / Value
Application Date	Date the person applied to the system (Status/History page).
Overall Status	Global status for this person (Status/History page).
Resume	Quick link to the current text and/or formatted resume on file.
Notes	Quick link to the Notes page.
Add a Note	Action to add a note to an Applicant's record. Taking this action will return the user back to the Inbox.
Routings	Quick link to the Routings tab of the Activity page.
Routing Stats	Quickly see how many routings have been send out and how many are outstanding.
Correspondence	Quick link to the Correspondence page.
Send an Email	Action to send an email to the Applicant. Taking this action will return the user back to the Inbox.
Interviews	Quick link to the Interview tab of the Activity page.
Experience	Quick link to the Experience page.
History	Quick link to the Status/History page.
Application	Quick link to the Application page.
Web Requisition	Displays the first job this Applicant applied to on the website using Cyber Recruiter.
Assigned Requisitions Link	Quick link to the Assigned Requisition tab of the Activity page.
Offers	Quick link to the Offers tab of the Activity page.
References	Quick link to the References page.
Position Desired	Displays the field "Position Desire" found on the Application page.
Referral Source	Displays the field "Overall Referral Source" found on the Application page.
Desired Salary	Displays the field "Desired Salary" found on the Application page.
Primary Phone	Displays one of the Phone number fields found on the Demographics page. Display depends on which is listed as the Primary phone number.
City, State/Provence	Displays the "City" and "State/Province" found on the Demographics page.
Attachments	Will show the number of Attachments connected to the Applicant. Is also a quick link to the Attachments page.
Security Clearance	Quick link to the Security Clearance tab of the Experience page.
Military History	Quick link to the Military History tab of the Experience page.
Misc (1-20)	20 variable fields which display information from the Misc. page.
Status Action	Automatically change the status and take action (defined by the Administrator). NOTE: This ONLY updates the status for the Web Requisition. It cannot be used for all positions. Recommend using the Attached Reqs (Desc: Status) or Attached Reqs (Code: Status) instead.
Request Offer	Action to request and offer. Taking this action will return the user back to the Inbox.
Attached Reqs (Code)	Displays all jobs applied for listing only the Requisition Code.
Attached Reqs (Desc)	Displays all jobs applied for listing only the Job Title
Attached Reqs (Code: Desc)	Displays all jobs applied for listing the Requisition Code and Job Title.
Attached Reqs (Code: Status)	Displays all jobs applied for listing the Requisition Code and Current Status. If the user has update access to statuses, the Status field will be a hyperlink allowing that change.
Attached Reqs (Code: Assign Date)	Displays all jobs applied for listing the Requisition Code and date of application.
Attached Reqs (Desc: Score)	Displays all jobs applied for listing the Job Title and Score for all questions. Clicking on the score will display the report listing the questions, answers, and rating.
Last Assign Date	Displays the date of the last job applied for.
Applicant #	Displays the automatically assigned Applicant Number.
User Ranking	Allows the user to Rank an applicant based on a predetermined ranking system.
Ethnic Origin	Displays the "Ethnic Origin" field found on the EEO tab of the Demographics page.
LinkedIn URL	Displays a link which will launch a website displaying the content of the applicant's LinkedIn profile.
Score Report	Displays a link which will launch the report containing all questions (application, requisition, and interview), answers, and scores.
Applicant Profile	Displays a link which will launch the report of the applicant profile.
Resume Rank	The ranking of the applicant based on the resume key words is an optional column which can display in the search results page. If this column is being used the sort order selected as a default (Last Name, Application Date or Last Assign Date) is ignored. Additionally, there will ONLY be a value in this column IF the option to search the resume is selected.

Req List

Options on this page control two sections of the "Req List" view. The top section can be changed, defaults set, without changing the bottom section and the columns to display. The top section will control which jobs (based on user security) are display automatically when clicking on the "Req List" view.

Option	Page / Purpose / Value
Open	If checked, displays all jobs with a Requisition Status CODE of "O" or starting with "OPEN".
Closed	If checked, displays all jobs with a Requisition Status CODE of "C" or starting with "CLOSED".
On Hold	If checked, displays all jobs with a Requisition Status CODE of "H" or starting with "HOLD".
Other Status	Select a specific status to always display when clicking on the "Req List" view.
I am Recruiter	If checked, eliminates all jobs where this user (you) are not listed as the Recruiter.
I am Hiring Manager	If checked, eliminates all jobs where this user (you) are not listed as the Hiring Manager.

Setting for the "Req List" are also used in the search results page when doing a Requisition Find. System defaults for the column displays are set by the Administrator in the Page Builder section. This page allows a user to change the settings for personal preference. Options are restricted based on group security; so, not all options may be available for selection.

NOTE: Many of the Options below are connected to fields where the caption can be changed by the Administrator in the Page Builder section. If you are unclear as to what field to select, please contact your system Administrator.

If options are selected for even one of the columns then the new preferences will be used instead of the defaults. Removing all the items in the drop-down box will restore the defaults set by the Administrator.

Option	Page / Purposes / Value
# of Routings	Displays the number of routings send out. Number represents the number of routings, not the number of applicants.
Applicants Hired	Displays the name of the person hired. Any Applicant who has a status for the position where the code starts with "HIRED".
Applicants Added Today	Displays the number of Applicants connected today. Hyperlink to the Applicants page.
Applicants Attached	Displays the total number of Applicants connected. Hyperlink to the Applicants page.
Attachments	Hyperlink to the Attachments page.
Date Needed	Displays the "Date Needed" field from General tab of the Main page.
Date Requested	Displays the "Date Requested" field from General tab of the Main page.
Days Between Open and Approval	Displays the calculation of days elapsed between the "Date Requested" and the "Approval Date"
Days Open	Displays the calculation of days elapsed between the "Date Open" and "Date Closed". If "Date Closed" (on the Main page) is blank, the calculation uses the current date.
First Approval Date	Displays the date the first approver approved.
From Salary	Displays the "From Salary" field from the Job Info tab of the Main page.
FT/PT	Displays the "FT/PT" field from the Job Info tab of the Main page.
Hire Date	Displays the last date of any Applicant who has a status for the position where the code starts with "HIRED".
Last Approval Date	Displays the date the last approver approved.
Hiring Manager	Displays the "Hiring Manager" field from the General tab of the Main page.
Number Hired	Displays number of Applicants hired against this position. Counts any Applicant who has a final status for the position where the code start with "HIRED".
Open Date	Displays the "Open Date" from the General tab of the Main page.
Openings Left	Displays the number of openings left based on calculating "Original Openings" minus "Number Hired"
Organizational Levels (1-5)	Displays any one of the organizational levels defined on the Job Info tab of the Main page.
Original Openings	Displays the "Openings" field from the General tab of the Main page.
Post Until	Displays the "Remove Posting" field from the General tab of the Main page.
Recruiter	Displays the "Recruiter" field from the General tab of the Main page.
Req Type	Displays the "Job Type" field from the Job Info tab of the Main page.
Requisition Reason	Displays the "Reason Open" field from the General tab of the Main page.
Salary Grade	Displays the "Salary Grade" field from the Job Info tab of the Main page.
Status	Displays the "Status" field from the General tab of the Main page.
Misc (1-20)	Displays any one of the miscellaneous fields defined on the Misc. tab of the Main page.
To Salary	Displays the "To Salary" field from the Job Info tab of the Main page.

Search Results

System defaults for the results page of Searches are hard-coded. This page allows a user to change the settings for personal preference to display up to 6 pieces of information about the Applicant in addition to the Applicant's name. Options are restricted based on group security; so, not all options may be available for selection.

If options are selected for even one of the columns then the new preferences will be used instead of the defaults. Removing all the items in the drop-down box will restore the defaults set by the Administrator.

Option	Purpose/ Page / Value
Application Date	Date the person applied to the system (Status/History page).
Overall Status	Global status for this person (Status/History page).
Resume	Quick link to the current text and/or formatted resume on file.
Notes	Quick link to the Notes page.
Add a Note	Action to add a note to an Applicant's record. Taking this action will return the user back to the Inbox.
Routings	Quick link to the Routings tab of the Activity page.
Routing Stats	Quickly see how many routings have been send out and how many are outstanding.
Correspondence	Quick link to the Correspondence page.
Send an Email	Action to send an email to the Applicant. Taking this action will return the user back to the Inbox.
Interviews	Quick link to the Interview tab of the Activity page.
Experience	Quick link to the Experience page.
History	Quick link to the Status/History page.
Application	Quick link to the Application page.
Web Requisition	Displays the first job this Applicant applied to on the website using Cyber Recruiter.
Assigned Requisitions Link	Quick link to the Assigned Requisition tab of the Activity page.
Offers	Quick link to the Offers tab of the Activity page.
References	Quick link to the References page.
Position Desired	Displays the field "Position Desire" found on the Application page.
Referral Source	Displays the field "Overall Referral Source" found on the Application page.
Desired Salary	Displays the field "Desired Salary" found on the Application page.
Primary Phone	Displays one of the Phone number fields found on the Demographics page. Display depends on which is listed as the Primary phone number.
City, State/Provence	Displays the "City" and "State/Province" found on the Demographics page.
Attachments	Will show the number of Attachments connected to the Applicant. Is also a quick link to the Attachments page.
Security Clearance	Quick link to the Security Clearance tab of the Experience page.
Military History	Quick link to the Military History tab of the Experience page.
Misc (1-20)	20 variable fields which display information from the Misc. page.
Status Action	Automatically change the status and take action (defined by the Administrator). NOTE: This ONLY updates the status for the Web Requisition. It cannot be used for all positions. Recommend using the Attached Reqs (Desc: Status) or Attached Reqs (Code: Status) instead.
Request Offer	Action to request and offer. Taking this action will return the user back to the Inbox.
Attached Reqs (Code)	Displays all jobs applied for listing only the Requisition Code.
Attached Reqs (Desc)	Displays all jobs applied for listing only the Job Title
Attached Reqs (Code: Desc)	Displays all jobs applied for listing the Requisition Code and Job Title.
Attached Reqs (Code: Status)	Displays all jobs applied for listing the Requisition Code and Current Status. If the user has update access to statuses, the Status field will be a hyperlink allowing that change.
Attached Reqs (Code: Assign Date)	Displays all jobs applied for listing the Requisition Code and date of application.
Attached Reqs (Desc: Score)	Displays all jobs applied for listing the Job Title and Score for all questions. Clicking on the score will display the report listing the questions, answers, and rating.
Attached Reqs (Desc: Referral Source)	Displays all jobs applied for listing the Job Title and the Position Referral Source.
Last Assign Date	Displays the date of the last job applied for.
Applicant #	Displays the automatically assigned Applicant Number.
User Ranking	Allows the user to Rank an applicant based on a predetermined ranking system.
Ethnic Origin	Displays the "Ethnic Origin" field found on the EEO tab of the Demographics page.

Req Assigned Applicants

System defaults for the Applicants page of the Requisition are hard-coded. This page allows a user to change the settings for personal preference to display up to 3 pieces of information in addition to the Applicant's name, resume links, date of assigned to this position, and current status. Options are restricted based on group security; so, not all options may be available for selection.

If options are selected for even one of the columns then the new preferences will be used instead of the defaults. Removing all the items in the drop-down box will restore the defaults set by the Administrator.

Option	Purpose/ Page / Value
Application Date	Date the person applied to the system (Status/History page).
Overall Status	Global status for this person (Status/History page).
Status Date	Date which corresponds to the current status for this requisition.
Notes	Quick link to the Notes page.
Add a Note	Action to add a note to an Applicant's record. Taking this action will return the user back to the Inbox.
Routings	Quick link to the Routings tab of the Activity page.
Correspondence	Quick link to the Correspondence page.
Send an Email	Action to send an email to the Applicant. Taking this action will return the user back to the Inbox.
Interviews	Quick link to the Interview tab of the Activity page.
Experience	Quick link to the Experience page.
History	Quick link to the Status/History page.
Application	Quick link to the Application page.
Web Requisition	Displays the first job this Applicant applied to on the website using Cyber Recruiter.
Assigned Requisitions Link	Quick link to the Assigned Requisition tab of the Activity page.
Offers	Quick link to the Offers tab of the Activity page.
References	Quick link to the References page.
Position Desired	Displays the field "Position Desired" found on the Application page.
Referral Source	Displays the field "Overall Referral Source" found on the Application page.
Position Referral Source	Displays the field "Referral Source" connected to the specific applicant for the requisition which is viewed.
Desired Salary	Displays the field "Desired Salary" found on the Application page.
Primary Phone	Displays one of the Phone number fields found on the Demographics page. Display depends on which is listed as the Primary phone number.
City, State/Provence	Displays the "City" and "State/Province" found on the Demographics page.
Attachments	Will show the number of Attachments connected to the Applicant. Is also a quick link to the Attachments page.
Security Clearance	Quick link to the Security Clearance tab of the Experience page.
Military History	Quick link to the Military History tab of the Experience page.
Misc Applicant (1-20)	20 variable fields which display information from the Misc. page.
Misc App/Req (1-10)	10 variable fields which display information from the Misc. tab of the record stored either on the Activity > Assigned Req page or the Requisition > Applicants page.
Status Action	Automatically change the status and take action (defined by the Administrator). NOTE: This ONLY updates the status for the Web Requisition. It cannot be used for all positions. Recommend using the Attached Reqs (Desc: Status) or Attached Reqs (Code: Status) instead.
Request Offer	Action to request and offer. Taking this action will return the user back to the Inbox.
Score	Displays the Score for all questions related to this requisition in a XX/XX/XX format. Application Questions / Requisition Questions / Interview Questions. Clicking on the score will display the report listing the questions, answers, and rating.
Applicant #	Displays the automatically assigned Applicant Number.
Ethnic Origin	Displays the "Ethnic Origin" field found on the EEO tab of the Demographics page.
Gender	Displays the "Gender" field found on the EEO tab of the Demographics page.
Applicant Profile	Displays a link to the Applicant summary report which consolidates the demographics, application questions, jobs to which the applicant has applied, questions connected to the job which the applicant has answered, education, employment, skills, security clearances, military history, references and the applicant agreement.