When an applicant expresses interest in joining your company, you can easily add their details to the applicant section. Once all recruitment checks are successfully completed, you can either proceed with hiring or decline the applicant's application.
Add an applicant
Click HR, then click Applicant.
Click New, then fill out the relevant information. E.g. name and address.
Click Save.
🤓Tip: Once the applicant has been added, you can add references, training, and qualifications by using the tabs at the top.
Turn an applicant into an employee
Click HR, then click Find.
Find the relevant applicant profile.
Click the Tasks tab and ensure all tasks are complete.
Once completed, click Recruit at the top right.
This will then open an employee profile where you need to finish the profile.
🤓 Tip: This then takes you to an employee profile where you need to complete the profile, such as travel details.
Applicant integrates with Access Care Planning
To prevent applicants from appearing on Access Care Planning, you can create a holding branch and area that does not interface with It.
This allows you to hold your applicants in a single location without them automatically synchronising with Access Care Planning. When an applicant is successful, you just need to assign them to a normal branch and area, and they'll automatically filter through to Access Care Planning.
Firstly, you'll need a new branch and area to prevent this filtering from Access Care Planning. Follow this handy guide to set up a new branch and area.
Prevent integration
Click Settings.
Click Monitoring.
Click Access Care Planning or Mobizio.
Click staff or client in the filters.
Check that the Branch and Area check box is clear.
Click Save.