Emaze Recruiter: Help!

General Information
Terminology
Directories
Permissions
Logging in
Overview of Pages
Add New Interviewer
Admin
Home page
Interview Process
Choose Job
Choose Applicant
Applicant/Job Interview Options
Overview of Applicant Pages
Use of cookies
Files (separate html file)
Database setup (separate html file)
What to do upon initializing Emaze Recruiter
Admin
System options
Forum options
Login screen header and footer
Job page title, header and footer
Job listing
Post jobs
Applicant fields
Correspondence templates:
Interview
No interview
Offer
No offer
Letter
Email
Locations
Add new location
Edit location
Delete location
Departments
Add department
Edit department
Delete department
Home Page
Interviewers
Add interviewer
Edit interviewer
Delete interviewer
Jobs
Add job
Edit job
Delete job
Interviewing Process
Create new applicant
View new applicants
By job
By applicant
Basic Interviewer Options
View applicant info
Discussion forum
View interview schedule
Interview Actions
Vertical 3-frame system
Top frame
Select job
Middle frame
Select applicant
Create new applicant
Bottom frame:
Choose job
Discussion forum
View, edit applicant info
Determine interviewers
Interview schedule
Status, interview round
Correspondence
Create new letter
Create new email
Edit existing letters/emails
View existing letters/emails
Notes
Post note, view at bottom of page
View notes on separate page
Archive applicant
Archive applicant for all jobs
Permanently delete applicant for this job
Permanently delete applicant for all jobs


Terminology
Location Address of a company office. Each location contains one or more departments.
Department Company department. Each department may be in one or more locations.
Job A job for a particular location / department combination. A standard job title, e.g., secretary, may be used in multiple jobs. Each job belongs to an interviewer, who is the primary contact person for that job.
Interviewer Employee who has the authority to create new jobs, interview an applicant, or is the primary contact person for a job. The primary contact has permission to determine which interviewers have permission to access the applicant's information and to create the interview schedule. Each interviewer belongs to a location / department combination, but may be interview applicants for any job.
Applicant Individual who applies for a job with your company.
Correspondence Letters and/or emails sent to the applicant that are created by Emaze Recruiter.

Directories
EmazeRecruiter Contains most of the files which run Emaze Recruiter.
applicants Contains a directory for each applicant which stores the applicant's uploaded resume and any correspondence. At this time, the resume may be text, HTML, or an MS Word document.
forums Files which run the discussion forum.
system Stores system options.


Permissions

There are two types of users in Emaze Recruiter: admin and interviewers. Admin is simply the first interviewer. Admin user has permission to do everything. Interviewers must be granted permissions. Only Admin may do such things as edit the system options, post job openings to the site, and create locations and departments. These options are all done on the Admin screen, which only the Admin user has permission to access.

To manage the interview process, including send correspondence and determine interviewer permissions for that applicant, an interviewer must either be Admin, be the contact person for that job, or have permissions for the location, department, and/or location/department. Location and department level permissions are granted via the Interviewer screen. They allow an interviewer to do the following within the scope of their permissions:

Other interviewers are simply given permission to participate in the interview process. Permission for an applicant are granted via the Edit Applicant screen, which may be accessed only by an interviewer with the proper permissions as described above. Permissions may be granted to individual interviewers or to all interviewers by location, department, and/or location/department combination. Interviewer permissions for an applicant allow them do to the following for that applicant:

There is a separate discussion forum and interview schedule for each job for which that applicant applied. Permissions are defined for both the interviewer and applicant. Below is an explanation of the permissions available on both screens.

Permissions defined on Interviewer screen
Create Jobs Create/edit/delete jobs for those departments, locations, and/or location/departments where that interviewer has permission.
Post Jobs Post jobs to the site for those departments, locations, and/or location/departments where that interviewer has permission. Please note that this feature has not yet been implemented. Admin must currently post all jobs.
Locations All applicants for jobs which are in the location(s), regardless of the departments at the location(s). Create, edit and delete all interviewers, jobs, and applicants at the location(s).
Departments All applicants for jobs which are in the department(s), regardless of the departent's location. Create, edit and delete all interviewers, jobs and applicants in the department(s).
Location/Departments All applicants and jobs for jobs which are in the location/department combination(s). Created, edit and delete all interviewers, jobs and applicants at the location/department combination(s).
Jobs All applicants for the job(s). Edit, delete job(s) and all applicants for the job(s).

Permissions defined on Applicant screen
Interviewers Grant permissions to individual interviewers, regardless of their department or location.
Locations Grant permission to all interviewers at the location(s), regardless of their individual permissions or department.
Departments Grant permission to all interviewers in the department(s), regardless of their individual permissions or location.
Locations/Departments Grant permission to all interviewers at the location/department combination, regardless of their individual permissions.


Logging in

To log into Emaze Recruiter, go to http://www.yourdomain.com/EmazeRecruiter/index.cfm . We chose index.cfm because may servers are configured to automatically choose the index.* file by default when you enter a URL. Therefore, it is possible to simply enter http://www.yourdomain.com/EmazeRecruiter/ to reach the login screen.

If the Admin allows the cookie login option and the interviewer chooses this option, Emaze Recruiter will log the interviewer in automatically, bypassing the login screen and taking the interviewer straight to the Emaze Recruiter home page.


Overview of Pages

Not including the login screen, Emaze Recruiter is split into 3 main pages. All are essentially "home pages" in that point to related functionality on other pages.

New Interviewer
The newInterviewer.cfm file in the main EmazeRecruiter directory enables new interviewers to add themselves to the user database without granting access to the system itself. The page is meant to make it easy for interviewers to add themselves rather than an Admin user or other interviewer with permission.

This page should be removed from the server if it will be not be used since it represents a minor security risk. Theoretically, a person could create an interviewer(s) which would enable them to log into the system. They would not be able to perform any actions unless permissions for an applicant(s) have been granted to the entire location, department, or location/department which that interviewer chose. Even then, the unauthorized person could only view the applicant's information, interview schedule, and join the discussion forum. They could not view any correspondence, delete anything, or even edit anything (other htan post a message).

Admin screen
Accessible only to the Admin user, this page contains the following options:

Home page
Default page interviewers are sent to upon logging into Emaze Forums. Contains the following options, assuming the interviewer has the necessary permissions

Interview Process
This page is split into 3 vertical frames: Choose Job (top); Choose Applicant (middle); and Applicant/Job Interview Options (bottom). (This is the only instance where frames are used in Emaze Recruiter.)

Choose Job
Top frame where you choose the job for which you want to interview. Just choose the job (location / department / job) from the SELECT list and Emaze Recruiter will automatically return a list of applicants who have applied for that job in the middle frame. Only active jobs are listed. (Please note that JavaScript is used to do this. So you must be using at least Netscape 3.0 or IE 4.0.)

When you choose to enter the interviewing process "By Job", Emaze Recruiter will make that job the default choice. However, you can simply choose from the applicants for that job in the middle frame. The list of jobs enables you to easily move to another job though.

Choose Applicant
Middle frame where you choose from the list of applicants who have applied for the job you chose in the top frame. Select the applicant from the list and Emaze Recruiter will automatically display in the bottom frame the interviewing options for that applicant for the job chosen in the top frame. (Please note that JavaScript is used to do this. So you must be using at least Netscape 3.0 or IE 4.0.) This frame also contains a link to add a new applicant for the job chosen in the top frame.

When you choose to enter the interviewing process "By Job," Emaze Recruiter will automatically display the list of applicants for that job in this frame.

Applicant/Job Interview Options
Bottom frame where you actually perform interviewing actions for that applicant/job combination. There are several versions of this screen, depending on the circumstances:

"This is where you edit the applicant"
This screen simply displays the above message. It is displayed when you choose to enter the interviewing process "By Job" from the home page. When choosing the "By Job" option, Emaze Recruiter will display the list of applicants for that job in the middle frame. You then choose the applicant and this screen will reload with the options for that applicant/job combination.

List jobs for that applicant
When entering the interviewing process "By Applicant" from the home page, this page will list all jobs for which that applicant has applied (and the interviewer has permission). The screen will also contain a button to edit the applicant's information, including which jobs they are applying for. Basically, this screen is displayed when you have chosen an applicant, but not one of the job for which he/she has applied.

Interview Options
This screen is displayed after choosing both a job and an applicant, either from the List jobs for that applicant version of this screen or the Choose Applicant middle frame. It lists the interviewing options, notes, and correspondence for that applicant. The table at the top of the page contains all jobs for which that applicant has applied (and for which the interviewer has permission). The current job is highlighted. The table also contains the interview round, current status, and a link to the discussion forum for that applicant/job combination.


Overview of Applicant Pages

Applicants should be sent to the following URL:
      http://www.yourdomain.com/EmazeRecruiter/jobs.cfm

This page contains a customized header and footer, the job listings, a link to the search screen. If there are no current job openings, then Emaze Recruiter will display a message telling applicants this. If there are any job openings, Emaze Recruiter will display 2 lists:

  1. A list of locations and departments in alphabetical order by location and department. Only those locations and departments with current job openings will be listed. Departments in multiple locations will be listed under both locations if there are job openings in those locations. The locations and department will link to second list.

  2. A list of job titles and job summaries by location and department. This is the same basic list as the first list, except that it includes the jobs. Each job title is linked to a page which will list the information for that job and display a form to apply for that job.
If granted permission by Admin, applicants may search for jobs that meet their criteria. The results will be displayed in the same two lists described above. After applicants submit the form to apply for a job, Emaze Recruiter writes a temporary cookie to the applicant's browser. This enables them to apply for additional jobs without entering their information again. (Emaze Recruiter does not evaluate an application to determine if the user already exists.)

To send applicants directly to the search screen:
      http://www.yourdomain.com/EmazeRecruiter/jobsSearch.cfm

At this time, you can customize the title of all pages, the header and footer of the jobs home page, and the headers of the search and view jobs pages.


Use of Cookies

Emaze Recruiter makes use of cookies in the following ways:
Interviewer
Temporary cookie assigned to the interviewer upon logging into Emaze Recruiter. It is used to identify them as they use the system and determine their permissions. This cookie is deleted when the browser window is closed.

Cookie login
Permanent cookie written to the interviewer's browser's cookie file. It contains the interviewer's unique ID and username. The cookie is only written if Admin permits automated cookie login and the interviewer chooses this option.

Applicant
Temporary cookie written to an applicant's browser upon applying for a job. Enables applicant to apply for additional jobs without entering their information again. This cookie is deleted when the browser window is closed.


What to do upon initializing Emaze Recruiter

After initializing Emaze Recruiter, you are ready to start setting up your recruiting system. Here is a simple list of things you will probably want to do to begin setting up your recruiting system. Each contains a link to the description below. Please note that you should take a few minutes to familiarize yourself with how Emaze Recruiter works before doing this. We recommend reading the General Information, basically everything above this section.

  1. Change the username and password for master. (click the Edit User Info button)
  2. Create the company location(s) (link)
  3. Create the departments and determine their location(s) (link)
  4. Create the interviewers, or send interviewers the URL (http://www.yourdomain.com/EmazeRecruiter/newInterviewer.cfm) so they can add themselves. (create, URL)
  5. Customize the login screen header and footer (for interviewers) (link)
  6. Set the job page header, footer, title (for applicants) (link)
  7. Determine which job fields are listed for and applicants and search options (link)
  8. Determine which fields are requested of applicants for the application (link)
  9. Edit the default correspondence letters and emails (link)
  10. Create jobs for your current job openings (link)
  11. Change the Jobs link on your website to point to http://www.yourdomain.com/EmazeRecruiter/jobs.cfm! (link)



Admin

System options
The system options are the basic system paths, URLs and other settings used to run Emaze Recruiter. These are the same values you entered upon initializing Emaze Recruiter. To change any of the settings, you must check the checkbox for the change to take effect. (This does not apply to the cookie login checkbox.)

Full path to Emaze Recruiter directory
This is the path to the EmazeRecruiter directory, or whatever you named it. The path is from your server's root directory, e.g. c:\WebSite\htdocs\EmazeRecruiter. There should be no trailing slash at the end.

URL to Emaze Recruiter directory
This is the URL to the EmazeRecruiter directory, or whatever you named it. It should be the full URL, e.g., http://www.yourdomain.com/EmazeRecruiter. There should be no trailing slash at the end.

Cold Fusion datasource of database
This is the name of the Cold Fusion datasource as determined in the Cold Fusion Administrator.

Email server for sending emails
This is the mail server to use when sending emails from Emaze Recruiter. Emails are sent at the following times:
  • Creating interview schedule
  • When applicants apply for jobs
  • Sending email correspondence

Logout URL
This is the URL where users are sent after logging out of Emaze Recruiter. Logging out deletes the cookie from the interviewer's browser.

Allow automatic login via cookie
This allows interviewers to automatically enter Emaze Recruiter without entering their username and password. The permanent cookie stores the interviewer's unique ID and username. Both are harmless without the proper password. (If the interviewer changes his/her username, Emaze Recruiter will update the cookie with the new username.)

Domain name
The domain name ensures that only your server can read the interviewer's permanent or temporary cookies. The domain name is the domain name and extension or the IP address. If you are entering a domain name, be sure to include a period (.) before the domain name, e.g., ".emaze.com" . However, if you are entering an IP address, do not include the period, e.g., "127.0.0.1" .

Forum options
Options for the discussion forum. There is a separate discussion forum for each applicant/job combination.

Use discussion forum
Determines whether to offer a discussion forum for each applicant/job combination. This is currently an all-or-nothing decision.

Include index in forum
The forum index lists the subject of each message in the forum, the author, and the date and time the message was posted.

Message Order
Messages can be listed in threaded order, chronological order, or reverse chronological order.

Interviewer information included with each post
Determines which interviewer information is displayed with each information: name (first and last), email address, and/or phone number.

Login screen header and footer
Header and footer of the login screen. The login form is included between them. This is simply a nicely-formatted table asking for the interviewer's username and password. Of course, the interviewer will bypass the login screen if Admin allows cookie login and the interviewer chooses the option.

Job Page title, header and footer
Edit the title used on all HTML pages applicants will see, as well as the header and footer of the jobs home page, which lists the current job openings.

Job listing
Determine which job fields are displayed on the site for applicants and the types of job searches applicants may perform. The job fields which may be displayed include: location, department, summary, description, description, experience, start date, salary, type, and number of openings. The job title is automatically displayed. (Duh!) These fields are described in more detail in the Jobs section.

Applicants may search the job listings by the following fields: salary, location, department, job type, title, summary, description, and experience. Job type is full-time, part-time, hourly, etc. The searches of the title, summary, description, and experience are keyword searches. They allow for entering multiple words or phrases in comma-delimited form.

Note about Salary: If you intend to allow applicants to search jobs by salary or will be displaying the salary in the job listing, be sure to enter the salary as a number in the salary field when creating jobs. If you choose to display the salary, Emaze Recruiter will automatically format the salary with a dollar sign and commas. This will cause an error if you enter normal text. If you do not intend to display the salary or allow applicants to search by salary, you may enter anything you want for the salary. (This is easy enough to customize, and we will probably change how this works in a future version to make it more flexible.)

Post jobs
This screen contains a list of checkboxes for each job, including its location, department, and number of openings. Currently posted jobs are checked. To post a job, check the checkbox for the job(s) and then click on the "Post Jobs" button.

Applicant fields
Determines which fields are presented to applicants when applying for jobs. This screens presents a list of checkboxes of all fields which applicants may enter. The only fields that are always printed are first name, last name, and the job. To select the field you would like to request that applicants complete, just click on the checkbox(es) and then click on the Choose Fields button.

Please note that just because the fields are listed on the application does not make them required. None of the fields are required in the sense that if they do not complete teh field, they may not submit the form. If an applicant is dumb enough to submit a job application without their name or other pertinent information, they don't really deserve a job anyway.

Correspondence templates:
The correspondence templates are designed to make it easy to send applicants standard letters or emails. There is both a letter and an email template for each type of letter. Both types may be saved to track correspondence and can be edited and viewed later. (For more information on this, see the Interview Actions : Correspondence section.) Please note that these are merely the templates. Each letter/email may be individually customized. These are just the default options. There are 4 types of correspondence:

Interview: We want to interview you.
No interview: We wouldn't interview you if you were the last candidate on the planet. Now go away.
Offer: We want to offer you a job.
No offer: There is no way we want you to work for us.

Letter

Email

Locations
Only Admin has permission to create new locations, edit existing locations, and delete locations.

Add new location
To add a new location, check the radio button and then click on the "Location Options" button. Each location must have a unique name. If the name is not unique, Emaze Recruiter will ask you to choose another name. The name can be anything you want, although we recommend using the city and state where the office is located since the location name is used on the job listing page.

The Departments select list determines which departments are at that location. A location may contain an unlimited number of departments. All other fields on the form are optional. They are not currently used, but are there for you to incorporate into other screens, such as the job listings or the letter templates.

Edit location
To edit the location, just make change the text field values. If you change the location name, Emaze Recruiter will check that the new name is not already being used. To change the list of departments at that location, just change which departments are highlighted in the select list.

Delete location
Deleting anything from Emaze Recruiter can be tricky. To avoid a situation where you accidently delete a location with active jobs, only locations which contain no departments can be deleted. So the first job in deleting a location is to ensure that it no longer contains any departments. Deleting a location does not delete any jobs, interviewers, applicants, or departments -- only the location itself.

To delete a location, check the radio button, choose the location you wish to delete, check the checkbox below, and then click the Location Action button. The checkbox must be checked to avoid accidently deleting a location.

Departments
Only Admin has permission to create new departments, edit existing departments, and delete departments.

Add department
To create a new department, simply choose a department name, enter an optional description, and choose the location(s) where the department is. The department name must be unique. If the name is not unique, Emaze Recruiter will ask you to choose another name. A department can be in multiple locations.

Edit department
To edit the department, just make change the text field values. If you change the department name, Emaze Recruiter will check that the new name is not already being used. To change the list of locations which have that department, just change which locations are highlighted in the select list. Please note that just because a department is at a particular location does not mean it has any job openings. On the job listing page, only those locations and departments which have job openings are listed.

Delete department
As we said above in the Deleting Locations section, deleting anything from Emaze Recruiter can be tricky. To avoid a situation where you accidently delete a department with jobs or interviewers, only departments which contain no jobs or interviewers can be deleted. So the first job in deleting a department is to ensure that it no jobs or interviewers are part of that department, regardless of the location. Deleting a department does not delete any jobs, interviewers, applicants, or locations -- only the department itself.

To delete a department, check the radio button, choose the department you wish to delete, check the checkbox below, and then click the Department Action button. The checkbox must be checked to avoid accidently deleting a department.


Home Page

Interviewers
Interviewers can be granted permissions to perform various actions, including create and edit interviewers, create and edit jobs, and interview applicants. Permission can be granted by job, location(s), department(s), or location/department combination, e.g., the Accounting department in the Baltimore office. For more information, please refer to the Permissions section.

Add interviewer
To create a new interviewer, check the radio button and click on the Interviewer Action button. Each interviewer must be given a username and password. The username must be unique. If the chosen username is already being used, Emaze Recruiter will ask you to choose a new one. The interviewer may also choose the automatic cookie login so they do not have to enter their username and password to log in. This will write a permanent cookie to the interviewer's browser upon logging in the first time. (Admin must allow the cookie login option.)

The first name, last name, email and phone fields are all optional. They are used to automatically enter the interviewer's information on correspondence as well as the discussion forum. The Loc/Dept field is the location and department of the interviewer. This is used when granting permissions for applicants.

Admin and other interviewers with permission to edit interviewers will also be able to set the permissions for that interviewer. Permissions include: create, locations, departments, location/departments, and jobs. Create allows interviewers to create new job, but at this time, Admin must still post the jobs to the site. For an explanation of the permissions, see the Permissions section.

Edit interviewer
Interviewers are listed in alphabetical order by last name and then first name. You must have permission to edit that interviewer, meaning you are either the Admin user or have permission for the location, department, or location/department combination of that interviewer.

Delete interviewer
To delete an interviewer, check the radio button, choose the interviewer you wish to delete, check the checkbox below, and then click the Interviewer Action button. The checkbox must be checked to avoid accidently deleting an interviewer.

An interviewer may be deleted by Admin or another interviewer with permission to edit that interviewer. However, only interviewers who are not the contact person for a job may be deleted. If you wish to delete an interviewer, but the interviewer is not listed, then that interviewer is listed as the contact person for a job(s). You must change the contact person for the job(s) before you may delete the interviewer. The interviewer's notes, correspondence, and discussion forum messages will not be deleted though.

Jobs
A job is associated with a location and department. It is possible for a job to have the same title as other jobs, as long as they are in different location/department combinations. Just because a job exists does not mean it is posted to the website. Jobs must be posted to the website by the Admin user.

Add job
To create a new job, check the radio button and click on the Job Action button. You can choose a new title or an existing title. A job may have the same title as an existing job as long as it is in a different location/department combination. If the job title is already being used at that location/department, you will be asked to choose a new title. Be sure to check the appropriate radio button.

The start date should be in MM/DD/YYYY format. If no date is entered, the date is today or before today, the current date will be used. This means that the job starts immediately, or as soon as you can hire someone anyway.

For the job type, you can either select from our pre-defined list of job types or use your own. The list includes: full-time, part-time, hourly, contract, and temporary. Be sure to check the appropriate radio button.

The number of openings is, well, the number of openings. If you do not enter a number, it is set to 1 by default. Again, this does not mean the job will be posted to the site.

The salary field is a little tricky. You can enter a number (without dollar sign), enter a range or some other text, or leave it blank. If applicants may search jobs by salary, be sure to enter the salary as a number without a dollar sign. When the salary will be displayed for applicants, it is automatically formatted with a dollar sign and commas. This will cause an error if you enter normal text. If the salary will be not be displayed or searchable, you may enter anything you want for the salary. (This is easy enough to customize, and we will probably change how this works in a future version to make it more flexible.)

The Loc/Dept field is the location and department of the job. The contact person is the interviewer who will be emailed when an applicant applies for that job. The interviewer may also manage the interviewing process (regardless of their individual permissions).

The summary is displayed on the job listing page along with the job. (Jobs are listed by location and department.) The summary can also be listed on the job page. The description is intended to describe the job responsibilities, and experience is meant for the job requirements and experience you are looking for in an applicant.

Edit job
Jobs are listed in alphabetical order by location, department, and then job title. You must have permission to edit that job, meaning you are either the Admin user, are the contact person for the job, or have permission for the location, department, or location/department of that job.

To edit a job, check the radio button, choose the job you wish to edit, and then click the Job Action button. For the job title and type, you will notice that the current value is displayed in the text field even if you chose the value from the select list. This is not a problem for either field. Also, there is a Date Created field which lists the day the job was originally created. This field is for internal use only. It is not displayed on the site. Rather, it can be used to determine the date the job was last modified. If you change the date, be sure to use the proper MM/DD/YYYY format.

Delete job
To delete a job, check the radio button, choose the job you wish to delete, check the checkbox below, and then click the Job Action button. The checkbox must be checked to avoid accidently deleting a job.

Just as with deleting interviewers, you must have permission to delete the job and the job must be able to be deleted. A job may be deleted by Admin, the interviewer who is the contact person for the job, or an interviewer with permission for the location, department, and/or location/department of the job. A job may be deleted only if it is not posted on the site and does not have any active applicants. Deleting a job will not delete any applicants or their information.

Interviewing Process
The interviewing process refers to the actions involved in interviewing the applicant, including creating an interview schedule and corresponding with the applicant. You may begin the process by choosing the job or applicant. The list of recent applicants will contain a link to begin the interviewing process for that applicant. You may also create a new applicant.

With the exception of creating a new applicant, the options will display a vertical 3-frame interface which is the main screen for the interview process. This screen is described in more detail in the Overview of Pages: Interview Process section. Each option is described in more detail below.

Create new applicant
For those primitive applicants who apply for a job offline, you can enter their information into the system. To create a new applicant, just click the button. Emaze Recruiter will display an applicant screen with only those fields that you ask applicants to complete (as determined by Admin). At this time, the resume may be text, HTML, or an MS Word document.

The only differences are the Job and Application Date fields. Select the jobs that applicant is applying for and, if the application is dated before the current date, enter the proper date. The date does not affect Recruiter except for the view recent jobs option. It is intended primarily for your own purposes.

View new applicants
To view a list of recent applicants, choose the number of days to go back and then click on the View button. You may only go back 15 days, although you can always add additional days to the select list. Emaze Recruiter will return a table containing the applicant name, job (and location and department of the job), and the applicant date. The names are listed in reverse chronological order, beginning with the most recent applicant added. To edit an applicant for a job, just click on the applicant name in the row for that job.

Please note this list is ordered by when the applicant was added to the system, not when the applicant applied for a particular job. If an applicant has applied for multiple jobs, they will be listed together. To make it easier to distinguish between applicants who may have applied for multiple jobs, the row's background color is alternated for each new applicant. Therefore, an applicant will be the same color for all jobs.

By Job
Beginning the interview process By job will return a list of applicants for that job. Only those jobs for which you have permission are listed. Jobs are listed in alphabetical order by location, department, and then the job title. Check the radio button, choose the job, and then click the Perform Interviewing Actions button.

After choosing a job, Recruiter will display a vertical 3-frame interface. The top frame comtains the list of jobs, the middle frame contains the list of applicants for the job you just chose, and the bottom frame is where the applicant will be displayed. Select an applicant from the list, and the applicant's information will automatically be displayed in the bottom frame. There is no form button to click.

If there are no applicants for that job, Recruiter will display a message telling you this. There is also a Create New Applicant link which is always displayed which enables you to create a new applicant for that job. The applicant can be listed for multiple jobs as well.

By Applicant
Beginning the interview process By applicant enables you to choose from a list of applicants for which you have permission. Applicants are listed in alphabetical order by last name and then first name. Check the radio button, choose the job, and then click the Perform Interviewing Actions button.

After selecting the applicant, Recruiter will display a vertical 3-frame interface. This time however, you will start in the bottom frame. Recruiter will display a table of all jobs for which that applicant has applied. Choose the job for that applicant to begin the interviewing process. There will also be an Edit Applicant button to edit the applicant. If the applicant has not applied for any jobs, you can click the Edit Applicant button to choose a job for the applicant.

Basic Interviewer Options
This table displays all applicants and jobs fow which the interviewer has permission. For interviewers which only have permission to participate in the interviewing process (i.e., discussion forum, interview schedule, applicant info) this is the only table they will see. The table contains the applicant's name; the location, department, and title of the job; and links to view the applicant's information, the interview schedule, and the discussion forum.

Applicant are listed in alphabetical order. If an applicant has applied for multiple jobs, they will be listed together with the jobs in alphabetical order by location, department, and then job title. To make it easier to distinguish between applicants who may have applied for multiple jobs, the row's background color is alternated for each applicant. Therefore, an applicant will be the same color for all jobs.

View applicant info
This will display the applicant's information as well as the job(s) they have applied for and the current status of the job(s). If they uploaded a resume, there will also be a link to download it. To choose a different applicant or view the discussion forum or interview schedule of that applicant, click the Home button on the menubar (top and bottom of every screen) to return to the home page.

Discussion forum
This displays the discussion forum for that applicant/job combination. There is a separate discussion forum for each applicant for each job they applied for. (The discussion forum is a scaled-down version of Emaze Forums, Emaze's advanced discussion forum.) Messages will be listed in either threaded format, chronological order, or reverse chronological order. You may post new messages or reply to an existing message.

To choose a different applicant or view the information or interview schedule of that applicant, click the Home button on the menubar (top and bottom of every screen) to return to the home page.

View interview schedule
This will display a table of the interview schedule in alphabetical order by interviewer. To choose a different applicant or view the information or discussion forum of that applicant, click the Home button on the menubar (top and bottom of every screen) to return to the home page.


Interview Actions

Vertical 3-frame system
This page is split into 3 vertical frames: Choose Job (top); Choose Applicant (middle); and Applicant/Job Interview Options (bottom).

Top frame: Select job
Choose the job for which you want to interview. Only active jobs are listed. Just choose the job (location / department / job) from the select list and Emaze Recruiter will automatically return a list of applicants who have applied for that job in the middle frame. (Please note that JavaScript is used to do this. So you must be using at least Netscape 3.0 or IE 4.0.)

When you choose the By Job option from the home page, you will not need to worry about this frame since the list of applicants for that job will already be in the middle frame. However, this provides an easy way to switch to a different job.

Middle frame: Select Applicant, New Applicant
Choose from the list of applicants who have applied for the job you chose in the top frame. Select the applicant from the list and Emaze Recruiter will automatically display in the bottom frame the interviewing options for that applicant for the job chosen in the top frame. (Please note that JavaScript is used to do this. So you must be using at least Netscape 3.0 or IE 4.0.)

When you choose the By Job option from the home page, this frame will contain the list of applicants for the job you chose on the home page. If you choose another job in the top frame, the list of applicants for the new job will be displayed. If there are no current applicants for a job, Emaze Recruiter will display a message telling you this.

This frame also contains a link to add a new applicant for the job chosen in the top frame. You may select multiple jobs for the new applicant, but the current job is selected by default.

Bottom frame
If you chose to enter the interview process By Job, this screen will initially be blank until you choose an applicant. If you chose the By Applicant option, this screen will initially contain a table which lists all of the jobs for which that applicant applied and an Edit Applicant button. The table also contains a link to the discussion forum, the interview round, and the current status for that applicant/job. This table is always displayed at the top of the page. Please note that the discussion forum will open in a new browser window. Simply choose the job you want and you will get the full screen of options for that applicant / job combination.

Choose job
At the top of the frame is a table which lists all of the jobs for which that applicant applied and an Edit Applicant button. The table also contains a link to the discussion forum, the interview round, and the current status for that applicant/job. The job you are currently viewing is highlighted in a lovely lime. To switch jobs, just click on the job name in the title.

Discussion forum
The table contains a link to the discussion forum for that applicant/job. Please note that the discussion forum will open in a new window. This makes it easy to return to the interviewing options screen for the applicant.

View, edit applicant info
View or edit the applicant's information, including an uploaded resume. Nothing special to tell you.

Determine interviewers
Before creating an interview schedule, you must determine which interviewers have permission for this applicant/job. Interviewers selected will be permitted to view the applicant's information and join the discussion forum. They are not necessarily part of the interviewing schedule. However, to be part of the schedule, an interviewer must either be selected here or have permission for this location, department, or location/department.

Selecting a location, department, or location/department means that all interviewers within that group will have access to the discussion forum and applicant information. Do not worry about selecting an interviewer more than once by choosing the interviewer directly and/or the department or location where that interviewer is.

In addition to the interviewers to whom you grant permission, interviewers who have permission for that job, location, department, and/or location/department based on their own permission settings will already have permission for this applicant/job.

Interview schedule
This screen is used to both create and edit the interview schedule. The interview schedule is currently very primitive. In a future release, we will provide a true scheduling feature. The table lists all interviewers who have permission for this applicant/job based either on their own permissions or the permissions for this applicant/job. The table will display the interviewers in alphabetical order with a text field and 3 radio button options.

The text field is where you enter their time slot or other scheduling information. The radio button options are the options for emailing the interview schedule to the interviewers. There are 3 options for each interviewer:

Status, interview round
The job status and interview round can be changed directly on this page. Updating their values will simply reload the screen, unlike the other option (with the exception of posting a new note). There are 10 job status values:

Correspondence
Creating letters and emails is one of the more confusing features. We have tried to make it as simple as possible, yet also provide as much flexibility as possible. There are 4 basic types of correspondence:
  1. Interview -- We want to interview you.
  2. No Interview -- You are so unqualified that we do not even want to interview you.
  3. Offer -- We want to hire you.
  4. No Offer -- We wouldn't hire you if you were the last person on Earth.
We realize there are probably circumstances when you may correspond with an applicant for a reason other than these four. In a future release, we will likely make it easy to create additional templates. But for now, you are stuck with these four. However, you can simply edit the template to create a letter/email to say anything you want. So all is not lost.

All letters work the same, as do all emails. So we only describe them in general terms. The only difference is the default content, which is based on the template which the Admin created. The letters are designed to be print-ready -- just stick some letterhead or normal paper in the printer and click Print on the browser.

Create new letter
The template created by Admin determines the default text in letter. You may edit any part of it you want. You will be presented with 2 textareas. The first contains the return address and the alignment choice (left/right). You can also choose to not include a return address. The second textarea is the text of the letter. It includes the current date, name and address of the applicant, greeting, body, and closing.

After making any changes you want to the letter, you can choose to save the letter and/or preview the letter. You must save the letter to view it in print-ready format, i.e., if you want to send it. Saving it also allows you to view or edit the letter later. Previewing the letter will display the full letter on the page rather than in a clunky textarea. If you choose to previewing the letter, you will be able to edit and save it afterward.

Create new email
Emails can be sent directly from within Emaze Recruiter. Emails are similar to letters, but also include the typical email options: from name, reply-to email address, CC email address(es), and subject. You can choose to save, preview, and/or send the email. Just as with a letter, if you choose preview, you may save, edit, and/or send the email afterward. The email must be saved to be viewed or edited later. Previewing the email will display the full email on the page rather than in a clunky textarea.

Edit existing letters/emails
All correspondence with an applicant that has been saved is listed in a table on the main interview options page. The table lists the mode of correspondence (letter, email), the type of letter (interview, no interview, offer, no offer), and the date the letter/email was last modified. (In a future version, we will also include the date the letter/email was created and the interviewer who created it.)

In the first column of each correspondence is a radio button. To edit the letter or email, check the radio button and then click the Edit Letter/Email button at the bottom of the table. The edit interface and process is the same interface used to create the letter/email. However, instead of containing the template values, it now contains the letter/email you created.

View existing letters/emails
To simply view the letter or email, click on the Letter or Email (depending on the mode of correspondence). This will display the letter or email in print-ready format in a new browser window. A new browser window is used to avoid printing from a frame, which may cause a problem in older browsers.

Notes
Notes are just that -- notes. They are purely for your own purposes. They are there to record events such as: "Called to set up interview. Was in shower, asked me to call back." Notes are listed at the bottom of the page in reverse chronlogical order, i.e., the most recent note is listed at the top.

Post note, view at bottom of page
To create a new note, simply enter your note in the textarea and click the Post Note button. The page will be reloaded with the new note. The note will automatically include your name and the time/date the note was posted. Notes were not designed to be deleted individually, so try to get it right the first time.

View notes on separate page
You may also want to view the notes on a separate page. This will open a new browser window with the notes. The only reason we can think of for why you would possibly use this option is if you want to kill a tree for absolutely no reason just so you can have a pretty printout of the notes. While we are violently against this from an environmental perspective, we chose to put politics aside and provide the functionality anyway. You're welcome.

Archive applicant
In case you are one of those weird people who are uncomfortable with the concept of deleting an applicant, we make it easy to archive the applicant. (You are probably also the type who never throws stuff away.) This basically means that, for all intensive purposes, the applicant is no longer available, but has not actually been deleted. Ironically, we have not yet included functionality for the Admin to de-archive an applicant, meaning the archival decision is not undo-able. However, we will provide this simple functionality in the near future, probably in a free upgrade. In other words, be sure you really want to archive that applicant before doing so.

When an applicant is archived via this radio button, he/she is only archived for that particular job. The applicant will still be available for all other jobs. To archive an applicant for all jobs, or delete an applicant, requires checking the checkboxes below the great Do Something button.

Archive applicant for all jobs
If this checkbox is checked, the applicant will be archived for all jobs for which that applicant applied. Please note that if you check multiple checkboxes, the most severe action is the one that is carried out. To avoid confusion, you should only check a single checkbox. (We could have used radio buttons instead, but that would require a None of the above option, which we felt would be more confusing.

Permanently delete applicant for this job
This deletes the applicant for that job. The applicant's information will not be deleted, only the data for this particular job. This includes the interview schedule, notes, and discussion forum. At this time, the correspondence letterse and emails are only deleted when the applicant is entirely deleted. However, this will change in a future release.

Permanently delete applicant for all jobs
This permanently deletes the applicant, including the applicant's information and all interview schedules, notes, discussion forums, and correspondnece. This is one of those options you want to think twice about before choosing. This deletes all traces that the applicant ever applied for a job with your company.



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If you have any questions, please email us at sales@emaze.com .