Internal Submission - New Status
A recruiter user now may perform an additional tracked Internal Submission, which is where someone would be reviewing a candidate twice internally at the agency, e.g., like an Account Manager who would then resubmit that candidate direct to a client.
Step 1 – The recruiter has an Account Manager and goes to a Job Order (CRM->Job Order).
Step 2 – Selects a Candidate and Submits to a Job Order.
Step 3 – Selects Internal Submission which now becomes an Internally Submitted Candidate (With the new status labelled "Status – Internally Submitted").
Step 4 – This means that the client is not reviewing it yet, and the candidate is being reviewed internally by another team member at your agency. The example Account Manager receives an Internal notification informing that the recruiter has submitted a Candidate for review.
Step 4 – With that notification received, the account manager will review the candidate’s profile and select the candidate with status as Internally Submitted and clicks on Resubmit button that to the client as shown in Figure 1.1
It is possible to submit a third, fourth or "n" times, as many as the use case dictates.
However, if the Account Manager submits for a Client Submission then the status will change from (1) Internally Submitted to (2) Submitted. In such a case the candidate History will show two statuses for this Candidate as depicted in Figure 1.2.
Fig 1.3 shows the customization for reports.
Fig 1.4 shows the newly added columns in the report.
Impacted Reports: -
- CDF Job Orders
- Job Orders
- Analytics-->Reporting-->AkkuReporting-->Report Designer-->Job Order Details Report
- Activities Report
- Analytics-->Reporting-->AkkuReporting-->Report Designer-->Job Order Summary Report