Candidate Search & Recruitment

This option allows the prospective employer to search a candidate based on any one or all the conditions. The Candidate Search engine has the capability to conditionally extract information from a pool of registered candidates available. The prospective employer needs to provide the required parameters, the search engine filters the database and list all candidates that match the criteria.

The candidate search engine has the capability to filter candidates on any one of the condition or filters candidates on all the conditions provided. These type of searches can be termed as the OR search and the AND search.

OR Search: Filters candidates who match any one of the specified parameters. When the conditions provided are separated with a space or comma, the search engine lists all candidates who match all the parameters provided, followed by matching most of the parameters provided and then by matching any one of the parameters.

Example 1: In the keywords field the user has provided BCom,Male,Tally.ERP 9

The search engine lists all candidates who match all the three parameters, followed by candidates matching any two parameters and then lists candidates who matchany one of the parameters provided.

AND Search: Filters candidates who match all the specified parameters when the conditions provided are separated with + (plus sign), the search engine lists candidates matching all the parameters provided.

Example 2: In the keywords field the user has provided BCom+Male+Knowledge of Tally.ERP 9

The search engine lists all candidates who match all the three criteria.

To filter candidates based on your requirement follow the steps shown:

• Select N: Candidate Search or press Alt + N.
• The Candidate(s) Search screen appears as shown:

• Keywords: Enter the required Keywords in the field provided.
  E.g. Qualification Level, Degree, Key Skills, Gender, Last Role, etc.
• Preferred Location: Enter the name of a desired Town/City/State, where you want to seek a job.
• Experience (years): Enter the range of experience in the given fields.
  E.g.: When searching for candidates with an experience of 2 to 5 years, enter 2 and 5 in the respective areas provided.
• Age: Enter the minimum and maximum age in the fields.
  E.g.: When searching for candidates falling in the age group between 25 to 30 years, enter 25 and 30 in the respective fields provided.
• Advanced Filters: Displays additional search parameters such as Percentage, Industry type, Functional Area, Currency, Current Salary and Freshness of Profile.
• Candidates per Page: Specify the number of candidates that you want to view per page in Page Size field.

The completed Candidate(s) Search screen appears as shown:

• Press Y to accept the screen.

The List of Candidate(s) List screen appears as shown:

In the List of Candidate(s) press the following button available in the buttons bar to perform the respective tasks as shown:

• F1: Detailed to display key highlights of the listed candidate(s).
• R: Download Resume to transfer and save the candidate(s) resume on your computer.
• C: Consider to accept the candidate’s profile for the respective job.
• M: Consider & Mail to accept the candidate's profile for the respective job and send a mail to the candidate.
• N: New Search to start a fresh search.
• F: Refine Search add parameters to an existing search.
• O: Open Search to open the Saved Search screen and select the required search.
• S: Save Search to save the search parameters.
• D: Delete Search to delete a saved search.

For a quick view of a Candidate’s details, press Shift + Enter. Key Skills, Highest Qualification, Current Location, Email-ID, Mobile andProfile Last Updated date details are displayed.

• Select the required candidate.
• Press Enter.

The Candidate Profile appears as shown:

• In the Candidate Profile press the following button available in the buttons bar to perform the respective tasks as shown:

• S: Skills to display the skill set or domain knowledge the employee possesses.
• F: Professional to display the professional details of a selected employee.
• U: Educational display the educational details of a selected employee.
• E: Personal to display the personal details of a selected employee.
• C: Consider to accept the candidate’s profile for the respective job.
• M: Consider & Mail to accept the candidate's profile for the respective job and send a mail to the candidate, simultaneously.
• Press Page Down or + key to navigate to the next candidate's profile.
• Press Page Up or - key to navigate to the previous candidate's profile.
• Press Esc to come back to Candidate(s) List screen.

C: Consider

This button allows an employer to short list the candidate(s) from the List of Candidate(s).

To consider a candidate

• Select the required candidate from the List of Candidate(s) as shown:

• Click C: Consider or press Alt + C.
• Consider Candidate screen appears as shown:

• In the For Job field select the required Job from the List of Job(s).
• Enter your comments in the Comments field.

The completed Consider Candidate screen appears as shown:

• Accept to save

The Considered (in last 3 months) column in the Candidate(s) List is updated as shown:

Note: The considered candidate is moved to Considered folder of the selected Job under Recruitment.

M: Consider & Mail

This button allows an employer to short list and Mail the candidate(s) simultaneously from the List of Candidate(s).

This button allows an employer to short list the candidate(s) from the List of Candidate(s).

To consider and mail a candidate

• Select the required candidate from the List of Candidate(s) as shown:

• Click M: Consider & Mail or press Alt + M.
• Consider Candidate and Mail screen appears as shown:

• In the For Job field select the required Job from the List of Job(s).
• Enter your comments in the Comments field.
• Enter your company name in the Company Name field.
• The E-Mail-ID field will display your E-Mail account by default, for candidate to communicate with you in future.
• Enter a message which you would like to convey to the candidate in the Message on Mail field.

The completed Consider Candidate screen appears as shown:

• Accept to save.

The Considered (in last 3 months) column in the Candidate(s) List is updated as shown:

Simultaneously, an E-Mail is also sent to the candidate intimating that his/her job application has been considered.

The E-Mail which the candidate receives appears as shown:

S: Save Search

This button allows you to save the parameters set in Candidate(s) Search so that it is opened in future.

Example: Assume you have provided BCom Male Tally.ERP 9 in the keywords field. The Candidate(s) List displays the list of candidates based on the searched parameter.

To save the search parameter

From the Candidate(s) List which resulted from a required search.

• Click S: Save Search or press Alt + S
• The Save Search screen appears.
• Enter the name in the Search Name field

The completed Save Search screen appears as shown:

• Accept to save the search.

Note: To open the saved search click O: Open Search or press Alt + N

O: Open Search

This button allows you to open the saved searches.

To open the saved search

• Click O: Open Search or press Alt + O
• The Save Search screen appears as shown:

• Select the required search from the Saved Search list and press Enter.

D: Delete Search

This option allows you to delete the saved searches.

To delete a saved search

• Click O: Open Search or press Alt + O.
• The Saved Search screen appears with the list of Saved Search.
• Select the required search that needs to be deleted press Enter.
• Click D: Delete Search or press Alt + D in the Candidate(s) List.
  The employee recruitment process is a complete solutions for recruiting employees in an organisation or recruiting employees for another organisation. The recruitmentprocess contains various folder relevant to the employment process, the employer needs to move the candidate from one folder to another as the candidate clears various levels of the recruitment process.

  By default the recruitment process has the following folder which allows the user to track the candidate during various phases of recruitment.

  • Applied contains the profile of all the candidates who have applied for a published job.
  • Considered contains candidate’s profile who match the job profile and considered for the selected job.
  • Test Scheduled contains the list of candidate who are scheduled to take a test.
  • Test Completed contains the list of candidate who have completed the test.
  • Rejected contains the list of candidate who were marked Reject for the selected job.

  Based on the requirement, the user can create additional folders and move the candidates to the respective folders as they clear the phases of recruitment.

  To recruit candidates who have applied for a job published follow the steps shown:

  In the Control Centre screen

  • Select R: Recruitment or press Alt + R.
  • The Select Job screen appears as shown:

  

  • Select the required job from the List of Job(s) displayed and press Enter.

  Note: Initially, the List of Job(s) will contain only Default job.

  
  

  Job requirements have to be created and published from Job Management.

  
  

  List of Job(s) displays all job requirements published from Job Management.

  The Job Folders screen appears as shown:

  

  Note: The candidates who have applied for a published job appear in Applied folder.

  
  

  The candidates considered for recruitment appear in Considered folder.

  The following functions can be performed from the Job Folders screen:

  N: Add Candidates

  This button allows you to create new candidates from other media or walk in candidates. The candidate added from List of Folders is moved to Applied folder.

  Click here for the detailed procedure.

  Ctrl+X  (X:Add Multi Candidates)

  This button allows you to create multiple candidates from other media or walk in candidates. Only basic information like Name, Age, Gender, Email ID and Mobile Number can be entered. The candidates added from List of Folders is moved to Applied folder.

  Click here for the detailed procedure.

  C: Create

  This button allows you to create new folders in addition to the default folders available under List of Folders of a selected Job.

  To create a new folder

  From the List of Folders screen

  • Click C: Create or press Alt + C
  • Create New Folder screen appears as shown:

  

  • Enter the required folder name under Folder Name field and press Enter

  • Press Y to Accept

  The List of Folders screen displays the newly created folder as shown:

  

  R: Rename

  This button allows you to rename the created folder.

  To rename the folder

  From the List of Folders screen:

  • Select the created folder.
  • Click R: Rename or press Alt + R.
  • Rename Folder screen appears.
  • Enter the required new name in the field provided and press Enter.

  Note: Default folders cannot be Renamed

  D: Delete

  This button allows you to delete the created folder.

  To delete the folder

  From the List of Folders screen:

  • Select the created folder.
  • Click D: Delete or press Alt + D.
  • Delete Folder screen appears.
  • A message Are You Sure! Yes or No will prompt you for confirmation.
  • Press Y to confirm.

  Note: Default folders cannot be Deleted.

  M: Move All Candidates

  This button allows you to move all the candidates in a particular folder to another folder. Its is similar to the Move To option inside the folders.

  To move all candidates to a different folder

  • Select the required folder.
  • Click M: Move All Candidates or press Alt + M.
  • Move Candidate screen appears

  

  Note: The folder options listed in the Parent Folder will vary depending on the folder from where the Move to is executed.

  • In Move to folder field select the required folder from the Parent Folder list.
  • Enter the comments, if any, in the Comments field.
  • The completed Move Response screen appears as shown:

  

  • Press Enter to Accept.

  The all candidates get moved to the appropriate folder.

  Ctrl+O (O: Reorder Folder)

  This button allows you to reorder the folders in the List of Folders screen.

  To reorder folders,

  • Click O: Reorder Folder or press Ctrl + O
  • Reorder Folder screen will appear as shown:

  

  • Select the folder that you want to move from the List of Folders
  • In the After field, select another folder after which you want the first folder to appear in the List of Folders screen, as shown:

  

  • Press Enter to Accept.

  The first folder will appear after the second folder.

  Applied

  This folder contains the profile of all the candidates who have applied to a published job. You can short list the required employees and considered for further processes.

  To open the Applied folder

  • Select Applied folder and press Enter

  The List of Candidates screen of Applied folder appears as shown:

  

  The following functions can be performed from this folder:

  • F1: Detailed: Allows you to view the details of the candidates, such as, their Key Skills, Highest Qualification, Current & Expected Salary, Contactdetails, etc.
  • N: Add Single: Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Applied folder.
  • Ctrl+X: Add Multiple : Allows you to create Multiple New Candidates from other media.  The new candidates added from this screen gets updated in theApplied folder.
  • D: Download Resume: Allows you to download the resume of the selected candidate.
  • M: Move Candidate: Allows to move the selected candidate to Considered or Rejected folder. It also has the capability to create a user specified folder and move the selected candidate.
  • Ctrl+R: Reject: Allows to move the selected candidate to Rejected folder.
  • T: Assign New Test: Allows to assign a test to the selected candidate.
  • C: Add Comment: Allows to add comment to the selected candidate.
  • V: View All Activities: Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.
  • Press Page Down or + key to navigate to the next candidate's profile.
  • Press Page Up or - key to navigate to the previous candidate's profile.
  • Press Esc to come back to List of Candidates screen.

  Considered

  This folder contains the list of candidates who have been considered by the employer from the Applied folder or from Candidate Search or by adding NewCandidates. The employer can proceed with further recruit operations from this folder.

  To open Considered folder, from the Job Folders screen:

  • Select Considered folder and press Enter.

  The Candidate List screen opens displaying the list of candidates considered by the employer.

  

  Note: The New Candidates added from Test Scheduled and Test Completed folders will be added to Considered folder.

  The following functions can be performed from this folder:

  • F1: Detailed: Allows you to view the details of the candidates, such as, their Key Skills, Highest Qualification, Current & Expected Salary, Contactdetails, etc.
  • N: Add Single: Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Considered folder.
  • Ctrl+X: Add Multiple: Allows you to create Multiple New Candidates from other media.  The new candidates added from this screen gets updated in theConsidered folder.
  • D: Download Resume: Allows you to download the resume of the selected candidate.
  • M: Move Candidate: Allows to move the selected candidate to Considered or Rejected folder.
  • Ctrl+R: Reject: Allows to move the selected candidate to Rejected folder.
  • T: Assign New Test: Allows to assign a test to the selected candidate.
  • C: Add Comment: Allows to add comment to the selected candidate.
  • V: View All Activities:Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.
  • Press Page Down or + key to navigate to the next candidate's profile.
  • Press Page Up or - key to navigate to the previous candidate's profile.
  • Press Esc to come back to  List of Candidates screen.

  Test Scheduled

  This folder displays the list of candidates who have been assigned new test by the employer from any of the other folders.

  To open Test Scheduled folder, from the Job Folders screen:

  • Select Test Scheduled folder and press Enter

  The Candidate List screen appears displaying the list of candidates to whom tests have been scheduled as shown:

  

  The following functions can be performed from this folder:

  • F1: Detailed: Allows you to view the details of the candidates, such as, their Key Skills, Highest Qualification, Current & Expected Salary, Contactdetails, etc.
  • N: Add Single: Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Considered folder.
  • Ctrl+X: Add Multiple: Allows you to create Multiple New Candidates from other media.  The new candidates added from this screen gets updated in theConsidered folder.
  • D: Download Resume: Allows you to download the resume of the selected candidate.
  • M: Move Candidate: Allows to move the selected candidate to Applied, Considered or Rejected folder.
  • Ctrl+R: Reject: Allows to move the selected candidate to Rejected folder.
  • R: Resume Test: Allows the employer to resume the assigned test that was interrupted while performing online test due to various reasons. In such cases, theLast Test Status column in Test Schedule folder will display as Aborted. The employer has to click R:Resume Test so that the candidate continues the online test.
  • D: Delete Response: Allows the employer to select and delete employees
  • T: Assign New Test: Allows the employer to assign a new test to the candidate.
  • H: Hall Ticket: Allows the employer to view/print/email  the hall ticket for the online/assessment test
  • E: Cancel Test: Allows to cancel a test assigned to a candidate. This button will be active only to the candidates in Assigned status.
  • Ctrl+S: Score Card: Allows the employer  to view/print/email the score card for the online/assessment test
  • A: Answer Sheet: Allows the employer to view the answer sheet of a selected candidate.
  • C: Add Comment: Allows to add comment to the selected candidate.
  • V: View All Activities:Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.
  • Press Page Down or + key to navigate to the next candidate's profile.
  • Press Page Up or - key to navigate to the previous candidate's profile.
  • Press Esc to come back to  List of Candidates screen.

  Online Test by Candidate:

  To conduct a Scheduled Test the respective candidate should follow the steps shown:

  • Start Internet Explorer.
  • In the address bar type www.tallysolutions.com/test

  The Start Online Test page appears as shown:

  

  • Enter the Test ID which you had noted, in Please enter your test id here.

  The Start Online Test screen appears displaying the Profile Information and Online Test Instruction.

  

  • Click Start Test

  The Online Test Paper page appears as shown:

  

  In the Online Test Paper page the following buttons perform the respective tasks: :

  • << Prev go to the previous question.
  • Next >> go to the next question.
  • Test Completed indicates you have completed the test.
  • Show All Question displays all questions of the respective question paper.

  Proceed to answer the questions from the question paper assigned.

  • Click Test Completed to indicate that you have completed the test successfully.

  On completing the test click Test Completed. A screen displaying statistics for the test taken appear as shown:

  

  • Click Yes to submit the test taken
  • Click Done to confirm submission

  The candidate’s scorecard for the assigned test paper appears as shown:

  

  
  

  

  The employer or the organiser of the online test can view the marks sheet by following the steps shown:

  • Login to the Control Centre
  • Select Jobs & Recruitments > Recruitments
  • Select Test Completed folder
  • Select the required candidate
  • Click A: AnswerSheet or press Alt + A

  Online Test Halts Abruptly:

  In case the online test comes to an abrupt halt due to any one of the following reasons:

  • Power Failure.
  • Employer or Candidate has accidentally closed the window.
  • The system has crashed.

  In such cases, the employer needs to login to the Control Centre:

  • Select Jobs & Recruitments > Recruitments.
  • Select the respective job for which the test was conducted.
  • Select Test Scheduled folder

  The List of Candidates screen displays the Last Test Status column as Aborted to candidates whose online test failed during the process.

  

  • Select the required Aborted candidate
  • Click R: Resume Test.
  • A message Are you sure to resume the test? Yes or No appears.
  • Press Y to allow to continue the test for the same candidate.
  • The Status under Last Test Status changes to In Progress as shown:

  

  Resume the Online Test:

  To restart the same test follow the steps shown:

  • Start Internet Explorer
  • In the address toolbar type www.tallysolutions.com/test
  • The Start Online Test page appears. The Candidate should provide the same test id which was provided to him earlier.
  • The Online Test screen appears, click on Continue.

  Test Completed

  This folder displays the list of candidates who have completed their online tests.

  To open Test Completed folder, from the Job Folders screen:

  • Select Test Completed folder and press Enter.

  The List of Candidates screen appears displaying the list of candidates who have completed their online tests as shown:

  

  • Select the required Candidate.
  • Click A: Answer Sheet or press Alt + A

  The Answer Sheet screen of the selected candidate appears as shown:

  

  • Click F1: Detailed or press Alt + F1

  The detailed Answer Sheet appears as shown:

  

  • Select the required question
  • Click D: View Details or press Alt + D

  The Marks and Result for the selected screen are displayed in Answer Details as shown:

  

  The following functions can be performed from this folder:

  • F1: Detailed: Allows you to view the details of the candidates, such as, their Key Skills, Highest Qualification, Current & Expected Salary, Contactdetails, etc.
  • N: Add Candidate: Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Consideredfolder.
  • Ctrl+X: Add Multi Candidates: Allows you to create Multiple New Candidates from other media.  The new candidates added from this screen gets updated in the Considered folder.
  • D: Download Resume: Allows you to download the resume of the selected candidate.
  • M: Move Candidate: Allows the employer to move the selected candidate to Applied, Considered or Rejected folder.
  • Ctrl+R: Reject: Allows to move the selected candidate to Rejected folder.
  • C: Add Comment: Allows to add comment to the selected candidate.
  • V: View All Activities:Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.

  Rejected

  This folder displays the list of candidates who have been rejected during any of the recruiting process levels. This folder allows the employer to reconsider the rejected candidates to move to relevant folders. The employer can also perform other functions like assigning new test, add comments and view all activities, etc., from this folder.

  To open a Rejected folder, from the List of Folders of a selected Job screen:

  • Select Rejected folder and press Enter.

  The List of Candidates screen appears displaying the list of candidates who have been rejected for various reasons as shown:

  

  The following functions can be performed from this folder:

  • F1: Detailed: Allows you to view the details of the candidates, such as, their Key Skills, Highest Qualification, Current & Expected Salary, Contactdetails, etc.
  • N: Add Candidate: Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Rejectedfolder.
  • D: Download Resume: Allows you to download the resume of the selected candidate.
  • M: Move Candidate: Allows the employer to move the selected candidate to Applied, Considered or Rejected folder. It also has the capability to create a user specified folder and move the selected candidate.
  • Ctrl+R: Reject: Allows to move the selected candidate to Rejected folder.
  • C: Add Comment: Allows to add comment to the selected candidate.
  • V: View All Activities:Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.