When working with a Candidate, there are several action icons that you can use to perform actions on the candidate. Some Actions icons will only be available when a candidate has a certain stage/disposition, such as to schedule an interview.
- While logged in to the Applicant Tracking System, click Jobs from the top menu.
- While viewing the table for your jobs, click the job title link under the "Job Title" column.
- Make sure you are viewing the appropriate candidate filter.
The following icons will be listed under the Actions column. Some icons will only appear when the candidate reaches a given stage and/or disposition. Some icons will also change from blue to green when a user interacts with them.
| Icon | Action |
|---|---|
| Add a comment to the candidate’s profile. Comments will appear under the Activity History section of the candidate's profile. | |
| Send an email to the candidate. A pop-up will appear and an email can be created from scratch or a template can be pulled in. A copy of the sent email is stored in the Activity History section of the candidate's profile. | |
| Allows a user to view and send text messages with the candidate. This icon will only appear if the candidate has opted in to text message communication and the ATS user is assigned to a text message number. | |
| Forward the candidate’s information to another employee. A pop-up will appear and an email can be created from scratch or a template can be pulled in. A copy of the sent email is stored in the Activity History section of the candidate's profile. | |
| Schedule an Interview. Allows you to schedule a phone call, in-person, or virtual meeting with the candidate. The interview wizard can also be integrated with Outlook. | |
| Order Background Check. | |
| Order Drug Screen. | |
| Manage Applicant Post-Hire Process. This icon pushes hired candidates to the Onboarding module. Onboarding Job Title, Location, Manager, Pay Rate Type, Pay Amount, Employee Type, and User Name can be selected. | |
| Manage Applicant Offer Letters. This icon redirects users to the Offer Letter List page, where offer letters can be created and managed. This icon is permission-based and is available to system administrators and other users who have the 'Generate Offer Letter' permission. | |
| Manage Applicant Start Date. When a candidate has been set to a 'Hired' disposition, users will have the option to identify and/or change an applicant's start date. |
Add a Comment
- Enter a comment for the candidate. Click Add Comment when finished.
- The comment will appear under the "Activity History" bubble/section of the candidate profile.
Send an Email to a Candidate
You are able to send an email to the email address provided by the candidate. The email will be sent from you as listed in the "From" field.
Enter the desired information for the email to be sent to the candidate. From here you can:
- Send an email to the email address provided by the candidate.
- CC or BCC any relevant parties.
- If you have any candidate email templates, you can select them from the drop-down menu. If you have selected an email template, it will populate the email fields and allow you to make any necessary changes. Any changes made will not affect the original email template.
- Files can be attached to the email for the candidate.
Click Send Email when finished. After an email is sent, the icon will change from blue to green, letting fellow users know that an email has been sent to the candidate.
We also offer a video training for this topic on Arcoro Learning.
Send Text Message to Candidate
This text messaging menu allows you to view the message threads and send a message to the candidate.
- The candidate and their phone number will be listed at the top of the menu.
- The modal will only show messages from the past 30 days. To view the complete history of SMS communication, please refer to:
- The SMS History from the candidate profile or click "View full SMS history" to go to the "Candidate Profile" page. You must have permission to access the "Candidate Profile" page to access it.
- The "SMS Activity" report if you have permission.
- Your text message is limited to 320 characters.
Learn more about the text messaging feature of the ATS with our dedicated article.
Forward Applicant
This menu allows you to forward the applicant's information to another user.
Schedule an Interview
Allows you to schedule a phone call, in-person, or virtual meeting with the candidate. The interview wizard can also be integrated with Outlook.
Learn more about how to use the scheduling assistance from our dedicated article here.
Order Background Check
Allows you to order a background check through our integration partner. Results will be displayed on the background check menu.
Learn more about how to order a background check from our dedicated article here.
Order Drug Screen
Allows you to order a drug screening through our integration partner. Results will be displayed on the drug screening menu.
Learn more about how to order a drug screening from our dedicated article here.
Manage Applicant Post-Hire Process
When a candidate has been set to a "Hired" disposition, you will be able to push hired candidates to the Onboarding module. Onboarding Job Title, Location, Manager, Pay Rate Type, Pay Amount, Employee Type, and User Name can be selected.
Learn more about how to order a drug screening from our dedicated article here.
Manage Applicant Offer Letters
This icon redirects users to the Offer Letter List page, where offer letters can be created and managed. This icon is permission-based and is available to system administrators and other users who have the 'Generate Offer Letter' permission.
Learn more about managing offer letters from our dedicated article here.
Manage Applicant Start Date
When a candidate has been set to a "Hired" disposition, you will have the option to identify and/or change an applicant's start date.