Recruitment

Onboarding

Introduction to Onboarding

This feature allows HR personnel to manage the onboarding process of newly hired employees by completing required information, documents, employee schedules, statutory forms, and benefits and deductions.

To access Onboarding, click the Human Resources Menu near the uppermost right side of the screen, after which a submenu will drop down, and then look for Onboarding under Recruitment.

Onboarding Page Features

The snip below provides a high-level view of the Onboarding page along with its built-in features.

Onboarding Page Header Actions

• home-dash Set as Default Page
• star Add to Quick Links
• plus Onboard Employee
• Preview Onboard Employee

Onboarding Summary Table

• Employee No. Unique employee number assigned to the onboardee.
• Onboardee Name of the employee undergoing the onboarding process.
• Onboarding Date Scheduled or actual date of the onboarding process.
• Onboarding Officer HR personnel assigned to manage the onboarding process.
• Status Displays the status of the onboarding process
• Actions
  • play Perform Onboarding
  • user-change Reassign Onboarding Officer
  • ban Cancel Onboarding
  • eye View Onboarding

Search Onboarding

The user may filter the information by entering employee no., onboardee, or onboarding officer in the search bar.

Filter Onboarding

The user has three options to filter the onboarding information as shown in the snip below.

Onboarding Employee

This feature allows users to create and manage onboarding records.

To create an onboarding setup, the user must follow the following steps:

1. Click the plus button located at the upper-right corner of the table.
2. A modal will appear displaying the fields that need to be completed.
3. Enter the required employee and onboarding details.
   • Existing Employee
     1. Select Existing Employee on the employment type dropdown list.
     2. Select an employment name on the dropdown list.
     3. Employee ID will be automatically filled.
   • New Employee
     1. Select New Employee on the employment type dropdown list.
     2. Enter first name of employee.
     3. Enter last name of employee.
   • Applicant
     1. Select Applicant on the employment type dropdown list.
     2. Select an applicant from the dropdown list.
     3. Applicant name field will be automatically filled.
4. Click Next to proceed to the next step.
5. The next modal will display the list of mandatory onboarding steps.
6. After clicking the Next button, the onboarding setup is completed.

Add an Additional Onboarding Step

Under the Onboarding Steps page, there is an option to add an optional step by clicking plus.

Add a Task Step

Creates a task that directs the employee to an external resource or requirement.

1. After the modal opens, select Task on the Step type dropdown list.
2. Enter the step name.
3. Enter the task description.
4. Enter a brief summary of the task, if applicable.
5. Click Add to add new step on the employee's onboarding process.

Add an Email Step

Creates an onboarding email with instructions, information, and attachments.

1. After the modal opens, select Email on the Step type dropdown list.
2. Enter the step name.
3. Enter a brief summary of the task, if applicable.
4. Click Add to add new step on the employee's onboarding process.

Set Up the Optional Onboarding Step

The newly added optional onboarding step appears in the Optional Onboarding Steps section of the employee's onboarding modal.

By clicking on the optional steps, the administrator can modify its details:

• Task
  1. Enter the Action URL.
  2. Add a link to a document, policy, training material, form, or other onboarding resource.
• Email
  1. Enter the Subject.
  2. Compose the Email Content.
  3. Upload supporting files, if applicable.

The user may click Close, Perform, or Complete based on their desired outcome.

Reassign Onboarding Officer

This feature allows users to perform the onboarding process by clicking user-change.

The user can complete the required onboarding steps and, once all mandatory steps have been completed, click the Update button to finalize the onboarding process.

Perform Onboarding

This feature allows users to reassign the onboarding officer by clicking play.

Simply select a new onboarding officer on the dropdown list then click Complete button to save changes. Otherwise, click Close.

View Onboarding

To view the onboarding progress of a selected employee, click eye.

Cancel Onboarding

To cancel the onboarding progress of a selected employee, click ban.

Once the modal appears, enter the date of cancellation and provide the reason on the textbox below before clicking Cancel button to save changes. Otherwise, click Close

Job Postings

Introduction to Job Postings

This feature allows users to post for available jobs so applicants can read job details and submit applications.

To access Job Postings, click the Human Resources Menu near the uppermost right side of the screen, after which a submenu will drop down, and then look for Job Postings under Recruitment.

Job Postings Features

Employees Page Header Actions

• home-dash Set as Default Page
• star Add to Quick Links
• plus Create Job Post
• download Export JSON

Job Postings Summary Table

The Job Postings Page Table consists of the following columns:

• Post Title
• Job Title
• Budget Salary Range (₱)
• Date Published
• Date Closed
• Applicants
• Status
• Actions
  • eye View Job Post
  • pen Edit Job Post
  • arrow-export Publish Job Posting Externally
  • link-horizontal Check Job Posting URL
  • power-off Deactivate Job Posting

Search and Filter

The user has three options to filter the job posting information. The user may filter the information by searching by job title, filter by status, or a combination of both.

Creating a Job Posting

This feature allows the user to do a job posting. To access this feature, the user can simply click the Create button located at the upper right before the table.

To create a job posting, the user must follow the following steps

1. Click on the plus Create button located in the upper-right of the table.
2. After clicking the Create button, a modal will show fields that need to be filled in.
3. Provide the required details.
   • Job Post Details
     • Post Title
     • Job Title
     • Start Date (determines the start date of the post to be shown on the site)
     • End Date (determines the end date of the post to be shown on the site)
   • Salary Budget Range
     • Minimum (₱)
     • Maximum (₱)
     • check Show budget salary range (if applicable)
   • Job Positions
     • Available job position
     • check Show available job positions (if applicable)
   • Other Details
     • Responsibilities
     • Qualifications
     • Additional remarks
4. Click the Create button to save the entry. Otherwise, click Cancel button.

After saving the entry for the job posting, the information will be available in the table for additional actions. Saving the entry automatically publishes the post based on the start date.

Edit a Job Posting

The users can edit posted jobs by simply selecting the desired job posting and clicking the Edit Job Posting button at the rightmost of the job posting in the table.

To edit a job posting, the user must follow the following steps

1. Click on the pen Edit button located in the rightmost of the record.
2. After clicking the Edit Job Posting button, a modal will show fields that need to be filled in.
3. Provide or modify the required details.
   • Job Post Details
     • Post Title
     • Job Title
     • Start Date (determines the start date of the post to be shown on the site)
     • End Date (determines the end date of the post to be shown on the site)
   • Salary Budget Range
     • Minimum (₱)
     • Maximum (₱)
     • check Show budget salary range (if applicable)
   • Job Positions
     • Available job position
     • check Show available job positions (if applicable)
   • Other Details
     • Responsibilities
     • Qualifications
     • Additional remarks
4. Click the Update button to save the entry. Otherwise, click Cancel button.

This option also allows the user to edit the job posting for corrections and other modifications to the content.

View a Job Posting

The users can view posted jobs by simply selecting the desired job posting and clicking the eye View Job Posting button in the rightmost part of the job posting in the table.

Clicking View Job Posting will show a page showing the post. This option also allows the user to preview the job posting and show how it looks on the site.

Publish a Job Posting Externally

The users can publish posted jobs externally by simply selecting the desired job posting and clicking the arrow-export Publish Externally button in the rightmost part of the job posting in the table.

This option also allows the user to share the content on available social media sites like LinkedIn and Facebook. A URL is already available for sharing on other platforms.

Deactivate a Job Posting

The users can deactivate posted jobs by simply selecting the desired job posting and clicking the power-off Deactivate Job Posting button in the rightmost part of the job posting in the table.

Clicking the Deactivate button will show a prompt confirming the action since this option automatically removes the selected job posting from the site.

Job Applications

Introduction to Job Applications

This feature allows the Human Resource (HR) person to monitor and manage the applicants from the job postings.

To access Job Applications, click the Human Resources Menu near the uppermost right side of the screen, after which a submenu will drop down, and then look for Job Applications under Recruitment.

Upon clicking the link, a page containing features and options regarding job applications will be loaded. Hence, the following features and options are available.

Job Applications Features

Provided below is a summary of the Job Applications page, showcasing its main features.

Job Applications Page Header Actions

• home-dash Set as Default Page
• star Add to Quick Links
• user-plus Apply Job On Behalf Of Applicant
• Preview Job Applications

Job Applications Summary Table

• Applicant
• Job Position
• Interviewers
• Asking Salary
• Experience
• Education
• Status
• Actions
  • eye View Job Application
  • like Accept Job Application
  • ban Decline Job Application
  • calendar-clock Schedule Job Application
  • times Withdraw Job Application

Search and Filter

The user has three options to filter the job application information. The user may filter the information by searching by Applicant Name, filter by job application status, or a combination of both. To do this, follow the following steps:

Search by Applicant Name

1. Click the Search by Applicant Name field
2. Type in the name of the applicant to search

Search by Status

1. Click on the Search by Status field
2. Select the Status to search

View a Job Application

The users can view posted jobs by selecting the desired job application and clicking the eye View Job Application button in the table's rightmost part of the job posting. A modal will appear containing information of the applicant. Information includes:

• Name
• E-mail Address
• Phone Number
• Download copy of the CV

To download, print, or share the attached document, simply click the more-vertical button.

Accept a Job Application

The users can accept job applications by selecting the desired job application and clicking the like Accept Job Application button in the table's rightmost part of the job posting. A prompt will appear to confirm the acceptance.

Click Accept button to save changes. Otherwise, click Cancel.

Decline a Job Application

The users can decline job applications by selecting the desired job application and clicking the ban Decline Job Application button in the table's rightmost part of the job posting. A prompt will appear to confirm the action.

Click Decline button to save changes. Otherwise, click Cancel.