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Applicant Notes

This report pulls all applicants/employees in the system based on your filtering criteria so that you can review the notes within the profile. This is a great way to make sure notes are complete, actions that had follow-up dates took the additional steps needed and it is documented in the notes. Additionally, it is a good way to review what is getting written in to the system so that if additional training or standard operating procedures need to be visited they can be.

Filter Options

1. Date Range: Enter the date range for comparison against a date
   1. Application Date Range: Pulls from the Applicant File > Status/History Page > Original Application Date
   2. Last Assigned Date Range: Pulls from the Applicant File > Activity Page > Assigned Reqs Tab > Assign Date (Most Recent One)
2.  Applicant Status: Pulls from the Applicant File > Status/History Page > Overall Status
3. Referral Source: Pulls from the Applicant File > Application Page > General Tab > Referral Source
4. Position Desired: Pulls from the Applicant File > Application Page > General Tab > Position Desired

Report Results

Grouped By: Applicant Name (Applicant File > Demographics Page)

• Column 1: Note Date (Applicant File > Notes Page)
• Column 2: Follow-Up Date (Applicant File > Notes Page)
• Column 3: Note Type (Applicant File > Notes Page)
• Column 4: Note (Applicant File > Notes Page)

See also