This knowledge base article pertains to Recruiteze: Applicant Tracking System.

This feature is available in free as well as the paid versions of the software.

If you are not a Recruiteze customer, Recruiteze is a small business applicant tracking system. With Recruiteze you can post and publish jobs to Indeed, ZipRecruiter, Google Jobs and a host of other job boards. You can also manage your career portal, applications, candidates, tasks, communications, and notes in a simple and easy to use interface.

The Tasks menu is displayed in the left menu like shown in the image below.

The tasks menu also shows a count of all pending tasks assigned to you.

Once in the tasks view, there are a few options at the top. The Add Task button allows you to add a task, and the different filters allow you to filter tasks. The default filter shows all pending tasks assigned to you.

Clicking on the Add Task button, shows a popup window like below:

The Add Task popup has the following options:

• Task Type – There are two types of tasks you can select from Email and Call.
• Assigned To – By default your name is selected. But if you want to create the task for another user, you can do so by selecting from the drop-down.
• Contact Type – This is optional, there are three contact types Candidate, Contact and Hiring Manager. Based on the selection in the contact type, the contact drop-down below will show only the contacts belonging to the selected contact type.
• Contact – This is optional. In this drop-down, you can select either a candidate, contact or hiring manager by typing the first few letters of the name and selecting from the list. This list will only show the type of contacts selected in the previous drop-down.
• Note – You can add a note for the task to provide additional context to the task.
• Task Date – Select a date for the task, so that you can be reminded to complete the task later.

Once you completed the required details, clicking on Add Task adds the task and it shows in the pending tasks list if it is assigned to you.

From the task list, the following actions are available:

• View – The view button allows you to see the quick detailed view of the assigned candidate, contact or hiring manager.
• Contact – The contact button will allow you to send an email. If you are planning to use email templates, you will need to create templates of the type “Task”.
• Mark Complete – If a task is complete, you can mark the task as complete.
• Delete Task – You can delete a task assigned to you.

All these buttons will be disabled if the task is not assigned to you.

To see tasks for all users you will need to change the filter to “All”. The all tasks list looks like in the image below:

In the all tasks list, you can see tasks not assigned to you. To assign a task to yourself, click on the “Assign to Me” button marked in the image above.

Once the task is assigned to you, you can use the action buttons like “Contact”, “Mark Completed” or “Delete”.

Tasks can also be added and managed in all the candidates list views.

The image below shows how to add and manage tasks from the “All Candidates” view:

From the candidates view, you can create a task using the quick action marked in the image above. Clicking on the add task shows a popover like shown below:

The add task popup is a little different here, since you are creating the task for the candidate, you do not have the other options to select the type of contact.

Completing the required fields and clicking on “Add Task”, adds a pending task.

The candidates list also shows all pending tasks associated with a candidate. To view all the tasks for the candidate, you need to expand the candidate and look at the “Tasks” tab like shown below:

The view is very similar to the main task view, except for the missing “View” button.

You can do all actions like the main view. Also this list will only show the tasks associated with the specific candidate.

To look at completed tasks, you can change the status drop-down to “Completed Tasks” or “All”, image with completed tasks is shown below:

We hope this feature makes your life easier by creating future tasks and reminders.

Thanks to our users for the feedback, we are making great progress on the product.

If you have any questions/feedback/suggestions, please send an email to support at recruiteze dot com.

Small Business Applicant Tracking System

Recruiteze is a small business applicant tracking system. With Recruiteze you can streamline your recruitment process by posting and publishing your jobs to multiple job boards with one click. Managing all the applications, candidates, jobs, tasks, notes and communication in a simple easy to use interface. Recruiteze is cloud-based, so it is available wherever you have access to a browser and internet connection.

This article applies to Recruiteze: Applicant Tracking System.

This feature is available with the paid plans of the Applicant Tracking System.

Once you create your account, you can create tags from the “Company Setup Wizard”.

Here is how you can access the manage tags view:

When you access the manage tags feature for the very first time, it will have a big input box to enter your tags like shown below:

Creating tags the very first time can be very fast, just enter the tag names seperated by commas in the big input box. Then click on “Load Tags” button. It will load all the tags to the view like shown below:

From here you can add additional tags, edit the tags or delete the tags. To save the changes make sure you click the Save button after all the edits. This will create the initial set of tags.

Once the tags are created, you can manage the tags from the same view. Once the tags are assigned you cannot delete the tags, but you can reassign and delete them.

Tags that are not assigned can be deleted. Tags can also be renamed from this view. Make sure you click on the Save button after all the edits to save the changes.

Thanks to our users for the feedback. If you have any questions/suggestions/feedback, please send an email to support at recruiteze dot com.

Small Business Applicant Tracking System

If you are not a Recruiteze customer. Recruiteze is a small business applicant tracking system, which allows you to post and publish jobs to job boards. Manages your jobs, candidates, applications, communications and notes all in one easy to use interface. Try Recruiteze free today!

This knowledge base article pertains to Recruiteze: Applicant Tracking System.

If you are not a Recruiteze customer, Recruiteze is a small business applicant tracking system. With Recruiteze you can post and publish your jobs to your career’s page, Indeed, ZipRecruiter, Google and numerous other job boards with one click. It also allows you to manage your jobs, applications, candidates, notes and communications to streamline your recruitment process.

This article shows how to create a custom application form. Once you have created your application forms, you can associate them with one or more jobs. Associating a custom application form with a job is real simple like shown below.

A custom application form can be associated while adding a new job requisition. Image above shows how to add a new job requisition, here is the help article which details that.

Clicking on either the Quick Posting or Add (detailed job posting), has the option to select a form. Image below shows you how to associate a form with Quick Posting:

Image below shows how to associate a custom application form with a job, when using the add job posting feature:

You can also associate a custom application form with an existing job. You need to edit a job posting by clicking on the edit job requisition button, from the job requisitions list page like shown below:

Once the edit button is clicked, it will take you to the job details page. You can either associate with a new custom application form or change an existing custom application form using the form selection dropdown like shown below:

Small Business Applicant Tracking System

Recruiteze is a small business applicant tracking system. With Recruiteze you can manage your career’s page, jobs, applications, candidates, notes and communications in a unified interface. Recruiteze allows you to move away your recruitment from spreadsheets and email to the cloud. Try Recruiteze free today!

This knowledgebase article pertains to Recruiteze: Applicant Tracking System.

If you are not a Recruiteze customer, Recruiteze is a simple applicant tracking system for small businesses. With Recruiteze, you can post and publish jobs to Indeed, ZipRecruiter, Google and numerous other job boards. You can manage your jobs, applications and candidates in a simple easy to use interface.

With the release of the custom application forms feature, you will be able to create job specific application forms. To create a new application form, you need to click on the “Add Application Form” link like shown below:

Clicking on the add application form will take you to the application form page like shown below:

With the custom application form feature, you can add the following types of fields to the form page:

• Text-Input: Allows you to add a text input field to the form.
• Dropdown: Allows you to add a dropdown field to the form.
• Paragraph: Allows you to add a paragraph field to the form.
• EMail: Allows you to add a email field to the form.
• Checkbox: Allows you to add a checkbox field to the form.
• Radio Button: Allows you to add a radio button field to the form.
• File Upload: Allows you to add file upload fields to the form.
• Terms Check: Allows you to add a terms checkbox field to the form.

To add a field to the form, clicking on a field in the left side, adds it to the form designer.

Once the field is added to the form designer, it shows three controls, which will allow you to edit, delete or drag and drop the fields. Clicking on the edit button, shows the edit options like shown below:

Image above shows the field editor, once you add a label and any options, you need to click on “Save Changes” button.

Once all the required fields for your form are added and configured, you will need to save the form to use it with your jobs. Image below shows you how to save the form:

Once the form is saved, it is shown in the available forms list like shown below:

From the forms list, you can view the form, edit the form or deactivate the form.

Thanks to our users for the feedback we have received. If you have any questions/suggestions/feedback, please send an email to support at recruiteze dot com.

Small Business Applicant Tracking System

Recruiteze is a modern small business applicant tracking system. With Recruiteze you can manage your jobs, applications, candidates, notes and communications. Recruiteze is cloud based, so is available anywhere with an internet connection and browser. Try Recruiteze free today!

This knowledge base article applies to Recruiteze: online applicant tracking system.

Based on feedback, we have implemented the ability to bulk update the workflow for selected candidates .

To bulk update, first you will need to go to the candidate applications page. You can go to the candidate applications from My Jobs, by clicking on the the “Applications” button for a job, like shown below.

You can also get to the the “Applications” view from candidates like shown below.

Once you land on the “Applications” view, to do bulk actions on candidates. You will need to select a workflow state like shown below.

Once a workflow state is selected from the drop down. You will see the “Update All (x)” button, where x is the number of candidates in the filter. If you want to update only specific candidates in the list, you will need to select the candidates by using the “Select” checkbox in the last column of the candidate list.

Update all updates all the candidates, update selected updates only the selected candidates. Clicking on update or update selected opens the Update dialog like shown below.

Once the desired workflow state is selected, from the drop down. The Save and Save & Notify buttons are enabled. Depending on your need, you can either click on one of the buttons. Clicking on save, updates the selected candidate workflow status and refreshes the applications view.

Clicking on “Save & Notify”, will update the workflow status of the selected candidates and also open up the notify modal like shown below.

From the notify view, you can select an email template, select a job and quickly send a bulk email to the candidates who have been just updated.

Thanks again to our users for the feedback, we have received. If you have any questions/suggestions/feedback regarding this feature or any other feature, please send an email to support at recruiteze dot com.

Online Applicant Tracking System

If you are not a Recruiteze customer. Recruiteze is the best online applicant tracking system for small businesses. With Recruiteze, you can post and publish your jobs, setup and manage your career portal and applications, manage your notes and communication in one simple and easy to use interface. Try Recruiteze free today!