Recruiting Wizard

Powerful and affordable
Applicant Tracking Software for Recruiters and HR

By Walling Info Systems

People

Provides a means for adding, editing, and viewing information about people. People can be candidates, contacts at client companies, other recruiters, references, friends ... anyone you come in contact with.

The main person form has multiple tabs where contact information, employment history, education and skills, references and comments, qualifying questions, and activities are added, viewed, or edited. While you are not required to fill in any of the information on the form, the quality of the data you will get out of the system will be dependent on what you put into it.

This form can be opened in one of three manners:

First, you can select People/Browse People from the main menu. This option will load all of your contact records and you can use the buttons at the top of the form to navigate through these records. If you have a large number of contacts, this may be slow.

You can select People/Find Person from the main menu. This option will bring up a search form which will allow you to search by a person's name, employer, or SSN. For more on the search form, see search forms.

You can add a new company directly by selecting People/Add New Person from the main menu. You can also add a new company if the Person form is opened by any other means by selecting the navigation button with the red asterisk on it.

Following are the different tabs and what is on them.

Contact Tab

Contains the general contact information such as name, address, and phone number. Supports multiple addresses and unlimited phone numbers per person.

Fill in the persons title and name in the appropriate blanks.

Select the person's employer from the drop down list by either clicking on the triangle to the right of the employer combo box, or start typing in the box and the first company matching what you have typed will be displayed. To view or edit information on the company, click on the button to the left of the company combo box.

If the e-mail address is filled in, clicking on the button to the left of the e-mail address will create a new e-mail addressed to this individual.

With every new phone number you enter, you will see a new record below it. You are not limited in the types of phone numbers you enter, but only office, home, cell, fax, and VM show up on standard reports.

Be sure that a Search Status is filled in for every person or you will not be able to search on them.

Miscellaneous Tab

This is where you will enter any free form text and document links related to the person such as resumes, cover letters, references, job orders faxed from clients, etc... The documents may be in any format for which you have an MS Windows based application to read or edit. For example, you may have documents in MS Word, fax images, or graphic images. When you click on a link, the associated application will open with the specified file loaded.

To insert a new link, click on the button with the caption "Link New File". This will cause the link to be created in the following record. If you want to enter a description, then go to the "Title" text box and fill in the desired description. Don't just limit yourself to a resume, since you can have multiple items. You could have different versions of resumes, cover letters, or any correspondence in electronic format.

The Comments section is for entering up to 64K of free form text related to the person.

Candidate Tab

The candidate tab is where education, employment, and job search information is entered, edited, and viewed. You may enter an unlimited number of education and employment entries. The entries can be sorted on any of the columns by simply right-clicking on the column you want to sort, and selecting the type of sort you want to perform. You may sort in ascending or descending order. The degrees and majors you can enter will be limited to what was defined during setup. When you enter the Degree or major combo box, a triangle will appear on the right hand side of the box. Selecting this will show you the available selections.

Skills Tab

Skills or keywords create the basis for performing powerful searches within this application. Each entry can have a skill, level, and number of years. A skill can be a job skill, equipment, industry, process, product, or any other category you want to define. The skills are user definable, so they can readily be tailored to your target market. There is no limit to the number of skills you can attribute to an individual, so you can perform some very powerful and targeted searches. If the skill or keyword that you desire has not yet been defined, then you must go to the setup form to add a new item.

Activity Tab

A chronological listing of activity associated with the displayed candidate. This is where you can view calls, interviews, or other interactions with a person. Double-clicking on an entry brings up an activity form which shows the detail behind that activity To search for a Person, you select Person\Find Person from the main menu. This will present you with a search form where you can input a last name, SSN, or company. When you select the Search button, you will be presented with a list of people meeting your specified criteria. When entering the last name, you may enter just the first few letters of the name, and the list will show everyone whose name begins with those same letters. This is helpful if you aren't sure how the whole name is spelled, or if you hate typing.

W4/EEO Tab

This is where you enter W-4 information and information for government EEO reporting purposes.