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xRouting-Search Results
This page was updated with version 9.1.
Any applicant in the Search Results can be routed to a user of the system for evaluation. The Routing process is designed gather feedback from evaluators which will dictate the next step in the process.
Adding Routings
From the Search results view, check-mark the line item for the applicants to route and press the ROUTE button on the top of the page.
Adding a new routing record adds details on the Home Page > Actions Items and can send an emails to the evaluator.
When adding a record be sure to review all fields pressing the SAVE CHANGES and trigger any emails.
| Field |
Purpose |
| Requisition |
Select which requisition this routing is related to so the email can merge the requisition information for the person receiving the evaluation request. If a requisition was selected when the search was performed it will fill in the same requisition automatically.
|
| Status |
If the applicant should be connected to this positon (in addition to sending the evaluation request) select which status should be assigned. If the person is already connected to the position, he/she will not be added a second time.
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| Route To |
Highlight the people who should evaluate this applicant.
A separate "routing" record will be added to the routings page for each person highlighted. If sending to more than one person, the status connected to the requisition cannot be updated with the response selected.
Checking the box "route to the supervisor of this requisition" will automatically route to the supervisor so this person does not need to be selected in the "route to" box.
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| Add to Inbox(es) |
Check-mark this option to add this applicant's record to the Inbox view for the intended evaluators.
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| Email |
Do NOT Email = Add a task to the Home page view but don't send out an email (as the 'allow response' is checked).
Send Separate email for each applicant = Send individual evaluation emails to each person selected for each applicant. For example, if 10 applicants are selected, this will trigger 10 emails for each person selected as an evaluator. This is the recommended option.
Send one email with all applicants listed = A listing of the applicants will be included in the email but no details or response requests will be included. The user will need to log into the system to reply.
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| Allow response |
Check-mark this option to include the list of valid responses in the email AND record an action on the Home Page so the recipient has a list of open items.
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| Email response back to sender |
Check-mark this option to ensure the system sends an email with the response of the evaluator back to the sender when a response is recorded via Email or from the Home Page.
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| Update applicant's req status |
Check-mark this option to update the status of the applicant connected to the requisition for which this evaluation is being performed.
NOTE: This option is only available when sending a routing to ONE (1) recipient at a time in order to prevent each recipient from overwriting the previous user’s response.
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| Email Text |
Enter a note which will be send to all the evaluators selected in the "Route To" field.
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See also
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