Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Complete Step 7: User Tasks

Follow these steps to complete step 7: User Tasks.

To complete step 7:

  1. Select a task from the option list for each candidate status that you included in the Candidate Process step.

    You can also select tasks for candidate statuses that you did not include in the Candidate Process step in case these statuses become relevant to a candidate.

    By default, all tasks are set to None.

    The available tasks for each drop-down list are as follows:

    • Route to Hiring Manager: This task is used after a job seeker is “screened-in”, completed a phone screen interview, or when the applicant Status is changed to Candidate.

    • Send Request to Complete Background Check: This task is used for those candidates who are under consideration. Recruiting users can request background checks before or after they issue a job offer. The decision to hire the individual is contingent on the results from the background check. This task will not display in the list of drop-down options the feature is enabled for your company and a background check vendor is integrated with your application.

    • Check References: This task is used for candidates who are under consideration. It includes a link that redirects the recruiting user to the References section of the Résumé Dashboard.

    • Initiate the Offer Management Process: This task is associated with the Offer Extended candidate status. It includes a link to create a job offer, add approvers (if any), and send the job offer either to the approvers or to the candidate.

    • Select an Interview Form: This task is associated with the Interview candidate status. It includes a link that directs the recruiting user to select an interview form to use for logging the interview with the candidate.

    • Add to Pool: This task is used to add a candidate to a recruiting pool. Recruiting pools group candidates that have similar qualifications. The task includes a link to redirect the recruiting user to the Add to Pool section on the Résumé Dashboard.

    • Send a Letter: This task is used to send a letter to a candidate. This can be useful when candidates are screened-out or when a different was hired for the position.

    • Initiate Onboarding: This task is associated with the Hired candidate status. It includes a link to direct the recruiting user to begin the onboarding process for the candidate.

    • Secondary Application: This task is to obtain more information from candidates after they are screened-in. Secondary applications are created in the Dynamic Forms section of the Recruiting module.

  2. Take one of the following actions:

    • Click Next to proceed to the next step in the wizard.

    • Click Save to save the workflow in its current state.

    • Click Save as Draft to save the workflow in your Drafts section of the Workflows screen.