[ { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What are the various ways in which I can log in to Skillate?", "answer": "\nYou can log in to Skillate in any of the three methods here: (https://help.skillate.com/en/support/solutions/articles/82000881022)\nThe conventional method of entering a username and password\nUsing SSO (Single Sign-On) login via Google\nUsing SSO (Single Sign-On) login via Microsoft" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: How do I log in to Skillate if I hold an official account with a third-party service provider other than Google and Microsoft?", "answer": "\nYou can use SMTP integration to log in if you hold an email address other than Google and Microsoft. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000877617)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: How do I reset my password?", "answer": " Click on Forgot Password?\nYou will have to enter the username or email address again. Click on\nSend Reset Link .\nYou will receive a password reset link.\nRefer to the article\u00a0here\u00a0for more details. (https://help.skillate.com/en/support/solutions/articles/82000881061)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: How do I manage notifications triggered from Skillate?", "answer": "\nThe notification tab in Account Settings allows you to manage the various notifications that you would like to receive via email and push notifications.\nYou can manage notifications for both user and referral notifications from here by simply toggling the button ON and OFF . Learn more. (https://help.skillate.com/en/support/solutions/articles/82000882572)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What is the difference between notifications via email and push notifications?", "answer": "\nWhen you subscribe for notifications via email, it will notify subscribed ones via the registered email address.\nOn the other hand, enabling push notifications can be viewed by clicking on the bell icon." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: How to change the company logo from my Skillate account?", "answer": "\nYou can change the company logo by navigating to\nSettings > Administration > Organization > Basic Details." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: Who can access and manage the organization settings?", "answer": "\nSite Admin, by default,\u00a0will have access to all the organization settings." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: How do I change my calendar integration?", "answer": "\nYou can change your calendar integration by navigating to\nSettings > Administration > Organization > Configuration > Calendar Integration." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What are the various authentication methods available in Skillate? Can I change them anytime?", "answer": "\nAt Skillate, we allow 3 methods of authentication, namely- Password, SSO, and a combination of both . Learn more. (https://help.skillate.com/en/support/solutions/articles/82000881022)\nI have signed in to Skillate using Google SSO. But I cannot view my calendar on the interview schedule page.\nPlease ensure that the calendar integration from Settings is Google. (\nSettings > Administration > Organization > Configuration > Calendar Integration)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What are the various user profiles available in Skillate?", "answer": "\nThe various user profiles are Site Admin, Job Admin, Employee, External Interviewer, and Hiring Manager." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: Who can add a new user to Skillate?", "answer": " Users with add-user permission can add and manage users. Learn more about adding users here. (https://help.skillate.com/support/solutions/articles/82000880020-add-and-manage-users#Adding-Users)\nIf I have Taleo integration for my account, will Skillate automatically import users and map permissions?If so, how will a user in Taleo log in to Skillate?\nSkillate helps you automatically import users and map permissions from your Taleo account if there is a Taleo integration module.\nUpon importing, the users will receive an email with a link to log in and set up a password." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What are user groups in Skillate? What are the access settings for the user groups?", "answer": "\nGroups in Skillate allow having a set of users be a part of specific\nOffice, Department, and Grade criteria. It is easier for the recruiters to create jobs and have the group mapped.\nThe group members will have access to the created job and corresponding reports." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: Why are location, department, and grade important?", "answer": "\nSuppose you have more than one office location spread across various cities in India. Instead of listing every location one by one- you can probably have them all grouped into North, West, South, and Eastside office locations.When creating a requisition on Skillate, you can easily map the location by choosing the group name . Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478764)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What is a hierarchy in department, grade, and location?", "answer": "\nYou can have an infinite level of the hierarchy and you can choose to give a name to each level of the hierarchy by clicking on Manage Hierarchy . This will help you in generating reports with the correct label. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478764)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What are teams in Skillate?", "answer": " \u2018Teams\u2019 in Skillate allows you to have more specific accessibility for groups of users. This majorly helps the recruiters understand which team has the job opening. It is better to have it named after the existing team names. Hence, you can avoid confusion while managing a job for the team. Learn more about how to create teams. (https://help.skillate.com/support/solutions/articles/82000880024-creating-teams)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: What are the various reasons configuration is available?", "answer": " Configure Reasons On-Hold (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#On-Hold) On-Hold Rejection (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#Rejection) Rejection Job Close (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#Job-Close) Job Close Job Cancellation (https://help.skillate.com/support/solutions/articles/82000478763-reasons-configuration#Job-Cancellation) Job Cancellation Position Cancellation\nCan I delete a reason?\nYou cannot delete a reason if a candidate has already been assigned with that reason.\nYou will have to remove the respective candidate from that reason or change their status to proceed with deleting the reason." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:FAQ- Account & Settings \n\n #query#: How to manage various permissions and subscriptions?", "answer": "\nYou can manage the permissions and subscriptions for each user role by navigating to\nSettings > Administration > Permissions & Subscriptions.\u00a0Learn more. (https://help.skillate.com/support/solutions/articles/82000882573-permissions-and-subscriptions)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Log in to Skillate \n\n #query#: How to Log in to Skillate?", "answer": "\nSkillate allows you to log in to the system in essentially 3 ways:\nThe conventional method of entering username and password\nUsing SSO (Single Sign-On) login via Google\nUsing SSO (Single Sign-On) login via Microsoft\nUsing SAML 2.0\nFollow the steps provided for the method your organization uses to login to Skillate:\nMethod 1:\u00a0Username and password Method 1:\nGo to\u00a0app.skillate.com\u00a0and you will reach the login page.\nEnter the username which is registered with Skillate. Click on Next and type down the password.If you don\u2019t remember the password, click on forgot password and follow the steps provided here. Click on Login .\nMethod 2:\u00a0Sign in with Google Method 2:\nGo to\u00a0app.skillate.com\u00a0and you will reach the login page. Click on\nSign in with Google.\nEnter the Google account credentials. Click on Next and type down the password.If you don\u2019t remember the password, click on forgot password and follow the steps provided here. Click on Login .\nMethod 3:\u00a0Sign in with Microsoft Method 3:\nGo to\u00a0app.skillate.com\u00a0and you will reach the login page. Click on\nSign in with Microsoft.\nEnter the Microsoft\u00a0account credentials. Click on Next and type down the password.If you don\u2019t remember the password, click on forgot password and follow the steps provided here. Click on Login . Method 4: SAML 2.0\nTo add a layer of security and enhance user experience, we have enabled login via SAML 2.0.\u00a0Learn more. (https://help.skillate.com/en/support/solutions/articles/82000896357) o add a layer of security and enhance user experience, we have enabled login via SAML 2.0. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000896357)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Forgot Password \n\n #query#: How to Forgot Password?", "answer": "\nIf you can\u2019t remember the login password for Skillate, fret not you can reset your login password. Follow the below steps:\nAfter adding your username or email address for logging in to Skillate and you can\u2019t recollect the password for login, click on Next . Click on Forgot Password?.\nYou will be asked to enter the username or email address again. Click on\nSend Reset Link .\nYou will get a confirmation stating that a password reset link has been sent to your registered email address.\nNavigate to your email inbox and locate email with the subject:\nReset Password | Skillate. Click on Reset Password and on the following page, you can enter the new password. Click on Reset Password to complete the process.\nYou will get a success message upon resetting the password. Click on\nGo to Login and use the latest password to log in to Skillate." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:My Account \n\n #query#: How to My Account?", "answer": "\nThe \u2018My Account\u2019 in Skillate has three sections namely:\nMy Profile, Notification, and Settings . My Profile:\nYou can enter your basic details and change your password from here.\nFurther, click on Edit to make changes to any of the personal details added here. Notification:\nThe notification tab in Account Settings allows you to manage the various notifications that you would like to receive via email and push notifications.\nThere are two sections- User and Referral. Every notification has a Toggle button. You can toggle them ON or OFF as required. Settings:\nThe settings section allows you to set the timezone and signature for your account. Click on Edit to make any changes. C lick on Save Changes to save the changes." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Organization Settings \n\n #query#: How to Organization Settings?", "answer": "\nBefore proceeding with recruitment via Skillate, it is important that you have got the organization-level settings configured.\nThis article helps you understand how to have them configured as well as what each of the settings means.\nOrganization Settings has 2 sections: Basic Details:\nAs the name suggests, it holds the basic details about your organization. It can be edited by clicking on Edit provided towards the bottom of the page.\nUpon making the necessary changes, click on Save Changes to complete the process. The info icon provided against some of the fields tells you the functionality of the respective field. The logo and public name specified here will be further displayed on the organization\u2019s careers page.\nOrganization Description Document:\nYou can generate an organization description document in PDF format from the entered details or manually upload a document. Configuration:\nThe configuration in Organization Settings is important as it defines how the platform works for your organization. Most of the settings here have either a toggle button or simple input fields. For making any changes to these settings, follow the steps below:\nLog in to app.skillate.com using the credentials. Navigate to\nSettings > Administration > Organization > Configuration .\nScroll down and click on Edit and you can enable/disable, add/change various settings from here. Click on Save Changes to complete the process.\nUnderstanding Various Settings in the Configuration Tab General Settings\nOrganization Ownership period :\nThe candidate ownership will remain with the organization for the number of days defined here.\nEmployee Ownership period :\nThe candidate ownership will remain with the employee for the number of days defined here.\nRestrict selection to lowest department hierarchy :\nWhen you have the setting toggled ON, it lets you assign the job (while creating it) to the lowest hierarchy and not the parent department.\nShow salary on agency portal :\nWhen you have the setting toggled ON, the agency can view the salary for the requisition that has been assigned to them.\nShow sender email in reply address :\nWhen you have the setting toggled ON, the sender email will be available as the \u2018reply to\u2019 email address. Date Format :\nFrom the available date formats, you can choose whichever suits your organization.\nShow internal milestones on Agency Portal:\nInternal milestones are shown in the 'In Progress' tab of a Job > Candidates.\nInternal milestones are shown in the 'In Progress' tab of a Job > Candidates.\nSecurity & Privacy Authentication Method:\nAt Skillate, we allow 3 methods of authentication namely- Password, SSO, and a combination of both. Job Settings\nAutomate job approval reminder email:\nWhen you have the setting toggled ON, the approvers who are pending to mark their approval are sent a reminder after 24 hours after the first email.\nMake candidates inactive automatically when a Job is filled or closed:\nWhen you have the setting toggled ON, the candidates will be marked as inactive upon the job getting filled or moved as closed.\nNotify job approvers upon updating a requisition:\nWhen you have the setting toggled ON, the job approvers are notified upon updating any details for the respective job.\nMake candidate feedback link public:\nWhen you toggle this setting ON, a link to submit the feedback will be included in the calendar invite (for scheduled interviews). \u00a0It can be accessed only by entering Skillate credentials, hence restricting its access to only interviewers.\nMake salary field mandatory in the job:\nWhen you toggle this setting ON, the salary field will be marked as a mandatory field while creating a new job.\nSet minimum word limit for Job Description:\u00a0Set minimum word limit for the job description. By doing so, the job description field will be made a mandatory field on the job creation form. If it is set to zero, it will be considered a non-mandatory field.\nSet minimum word limit for Job Description:\u00a0Set minimum word limit for the job description. By doing so, the job description field will be made a mandatory field on the job creation form. If it is set to zero, it will be considered a non-mandatory field.\nShow salary on the careers page:\nWhen you toggle this setting ON, the salary which was added while creating the job will be displayed on the careers page for the respective job.\nSend IJP apply acknowledgment email:\nWhen you have the setting toggled ON, the employees will be notified via email upon publishing a job on IJP.\nEnable to create scorecard parameters from skills:\nWhen you have the setting toggled ON, the scorecard for the job will be automatically populated with the skills that you have added while creating the job.\nMake 'Grade' mandatory field in job creation:\nWhen you have the setting toggled ON, adding grade will be made mandatory for a job.\nMake 'selecting candidate note type' mandatory:\nWhen you have the setting toggled ON, choosing a note type will be made mandatory while adding one for a candidate.\nAdd Cc in candidate form email:\nWhen you have the setting toggled ON, you can add a recipient of your choice on Cc.\nUpload signed offer letter on the public page:\nWhen you have the setting toggled ON, the candidates can upload a signed offer letter from the public offer letter page.\nSend referral alert:\nWhen you have the setting toggled ON, you can send email alerts to the selected email addresses and groups upon a job available for referral.\nAutomatically enable referral for requisition:\u00a0When you have the setting toggled ON, upon creating a new requisition on Skillate- the referral is enabled automatically.\nAutomatically enable referral for requisition:\nWhen you have the setting toggled ON, upon creating a new requisition on Skillate- the referral is enabled automatically.\nShow only agencies which are assigned to the job while uploading a resume:\nWhen you have the setting toggled ON, you can assign a resume to agencies that are already assigned with the respective requisition.\nNotify eligible employees upon publishing job on IJP:\nWhen you have the setting toggled ON, the employees will be notified via email upon publishing a job on IJP.\nLimit the Number of Job Openings:\nWhen you have the setting toggled ON, you can define and restrict the number of job openings that can be created for your organization.\nMandate Candidate Fields for Agency : When you have the setting toggled ON, agencies will have all the default fields in the form (entering candidate details) marked as mandatory. : When you have the setting toggled ON, agencies will have all the default fields in the form (entering candidate details) marked as mandatory.\nAutomatically publish requisition on Careers Page:\u00a0When you have the setting toggled ON, the job opening will be published on the careers page when you publish the job.\nAllow Google for Jobs to crawl jobs published on the Careers Page:\u00a0When you have the setting toggled ON, the job will be available in Google for Jobs section on Google. Interview Settings\nEnable interview reminder to the interviewer : When you have the setting toggled ON, the interviewers are sent reminders 15 minutes prior to the scheduled interview.\nEnable interview reminder to candidate : When you have the setting toggled ON , the candidate is sent a reminder for the scheduled interview.\nEnable feedback reminders for Interviewer/Reviewer : When you have the setting toggled ON , the interviewers or reviewers are sent reminders for submitting feedback upon completing an interview process.\nSend Feedback Reminder After : Select the number of days after which the reminder has to be sent.\nNumber of reminders to be sent : Select the number of reminders to be sent after not receiving feedback after the first reminder.\nHide interview attendees on the calendar invite:\nWhen you have the setting toggled ON , the interview guest list will be hidden while sending the calendar invite.\nSend interview schedule via SMS to all attendees:\nWhen you have the setting toggled ON , upon scheduling an interview via chatbot- all attendees are sent SMS confirmation on the scheduled interview.\nAutomatically publish requisition on Careers Page : When you have the setting toggled ON , as soon as a requisition is created on Skillate- it is published on the organization\u2019s Careers Page.\nAdd link to candidate resume on the interview invite : When you have the setting toggled ON , a copy to the respective candidate's resume is attached along with the interview invitation.\nInclude a private feedback link on the interview invite:\nWhen you toggle this setting ON, a link to submit the feedback will be included in the calendar invite (for scheduled interviews). It can be accessed only by entering Skillate credentials, hence restricting its access to only interviewers.\nAdd round name in interview calendar event:\nWhen you have the setting toggled ON, the round name will be automatically captured to the interview email subject. This will be visible to the candidates.\nView candidate profile in interview feedback:\nWhen you have the setting toggled ON, you can view the respective candidate profile in interview feedback.\nEnable interview auto-confirmation to candidate:\u00a0If enabled, the 'Send Auto Interview Confirmation to the candidate' box will be checked by default while manually scheduling an interview.\nEnable interview auto-confirmation to candidate:\nIf enabled, the 'Send Auto Interview Confirmation to the candidate' box will be checked by default while manually scheduling an interview.\nIf enabled, the 'Send Auto Interview Confirmation to the candidate' box will be checked by default while manually scheduling an interview. Integrations Calendar Integration:\nYou can choose the type of calendar that is used by your organization from the drop-down menu: Google,\u00a0Microsoft, or choose Default (implies that you will be using Skillate Calendar while scheduling interviews) (https://help.skillate.com/en/support/solutions/articles/82000478775) (https://help.skillate.com/en/support/solutions/articles/82000881057)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Enable Google Calendar \n\n #query#: How to Enable Google Calendar?", "answer": "\nThe feature provides recruiters with the ability to check the availability of hiring manager(s) and interviewer(s) before sending out an interview invite.\nTo enable google calendar, follow the steps provided below: 1. Navigate to the\nSettings > Administration > Organization > Configuration > Integrations. 2. Click on Edit . 3. From the drop-down menu for Calendar Integration , select the calendar preference as Google .\nThis implies your Google Calendar will be synced for scheduling interviews. (https://skillate.freshdesk.com/support/solutions/articles/82000478813-schedule-interviews) 4. Click on Save Changes to save the calendar preference." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Enable Microsoft Calendar \n\n #query#: How to Enable Microsoft Calendar?", "answer": "\nThe feature provides recruiters with the ability to check the availability of hiring manager(s) before sending out an interview invite.\nTo enable Microsoft calendar, follow the steps provided below: 1. Navigate to the\nSettings > Administration > Organization > Configuration > Integrations. 2. Click on Edit . 3. From the drop-down menu for Calendar Integration , choose the calendar preference as Microsoft .\nThis implies your Microsoft Calendar will be synced for scheduling interviews. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews) 4. Click on Save Changes to save the calendar preference." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:User Roles \n\n #query#: How to User Roles?", "answer": "\nWhile adding a new user to your Skillate account, you can choose from the following user profiles: Account Admin :\u00a0Has complete control over the organization\u2019s Skillate account and settings. :\nHas complete control over the organization\u2019s Skillate account and settings.\nHas complete control over the organization\u2019s Skillate account and settings. Job Owner :\nCan create and manage jobs, access candidate database, and related reports.\nCan create and manage jobs, access candidate database, and related reports. Employee :\nCan access only the employee portal, i.e., have access to referring candidates, track their referral status and share referral links. External Interviewer:\nCannot access the Skillate portal. These users will be part of the interview process and can submit candidate feedback.\nCannot access the Skillate portal. These users will be part of the interview process and can submit candidate feedback. Hiring Admin:\nCan access and view the hiring pipeline and have limited access to change candidate status." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Add and Manage Users \n\n #query#: How to add users to your Skillate account?", "answer": "\nUpon adding, how to manage the users?\nAdd New User\nAdding new users to Skillate involves the following steps:\nLogin to your Skillate account using Site Admin privileges. Navigate to\nSettings> Administration> Users and click on Add Users In the\nAdd New User page, fill up the required details: Check on\nSend Invitation Mail , if you would like to send an invite email to the new user. The new user will have to further authenticate their account and set their own password and add details. Note: Click on\nConfigure Sign-in ID in order to add a username through which the user can sign in. For more information and configuration- please contact your respective Skillate POC.\nAssign a Role: for the new user, you can specify the role by choosing from the drop-down menu.\nSelect User Groups: You can choose a group from the dropdown menu if you want the new user to be part of any group.\nLearn more about User Groups here. Click on Add.\nThe new user will receive an invitation email at the email address you have provided.\nUpon accepting the invitation, they can sign in using the username and password. Manage Users\nWhen you have a user added to Skillate, the added user(s) can be viewed from the\nSettings > Administration > Users.\nFor further information and actions, click on the required user\u2019s" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Add and Manage User Groups \n\n #query#: How to add members to a group?", "answer": "\nSetting up a hiring team with the group members" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Add and Manage User Groups \n\n #query#: What are accessibility and permissions for the group and its members?", "answer": "\nCreate a New Group Navigate to\nSettings > Administration > Users > Groups. Click on Add Group.\nIn the following pop-up, enter a group name. Click on Create .\nAdd a Group Criteria\nClick on any of the group names.\nIn the following screen, locate the Criteria tab.\nIn the following screen, locate the Criteria tab.\nIn the following screen, locate the Criteria tab.\nSpecify the location-department-grade combination as criteria.\nSpecify the location-department-grade combination as criteria.\nClick on Add to have the criteria\nClick on Add to have the criteria\nAdd Members to a Group\nYou can add users can be added to a group by following the below steps:\nNavigate to the\nSettings > Administration > Users > Groups.\nClick on a group name .\nYou will find two tabs: Member and\nDefault Hiring Team." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Location, Department, and Grade \n\n #query#: How to Location, Department, and Grade?", "answer": "\nYou can add as many office locations, departments, and grades- group them to better organize your jobs. Before proceeding with adding office locations, departments, and grades- it is important to understand the definition and functionality of each of these. Location\nIn Skillate, you can define locations as required. These in turn while creating a requisition will be mapped with the required one. You can choose to have a parent location or not. Locations can be grouped as well.\nHiring plan, offer letter approval, job approval, job custom fields all these configurations can be predefined and be made dependent on your location and department mapping. So that any job matching a certain location and department can have a predefined configuration applied.\nBy doing so, when you are creating a requisition, the location can be easily mapped just by choosing the group name and then the respective location.\nLearn more about creating a job here.\nFollow the below steps to add a location:\nNavigate to the\nSettings > Administration > Office, Department & Grade > Locations . Click on Add Location .\nIn the following pop-up, fill in the office location details and choose a\nPoint of Contact from the drop-down menu.\nAlso, select a parent group from the drop-down menu. If you do not choose a parent group (location), the added location will be considered a parent group by itself. Click on Submit to complete the process.\nFollow the below step to create location groups:\nNavigate to the\nSettings > Administration > Office, Department & Grade > Locations . Click on\nAdd a Group.\nIn the following pop-up, add a group name and parent group . If you do not select a parent group, the added group will be considered a parent group by itself. Click on Submit to complete the process. Department\nIt is recommended that you have the department hierarchy defined before proceeding with adding a department.\nWhile adding a department, you can select the POC.\nA POC can be only those users who are added as Site Admin in their Skillate instance. This will help the recruiter to contact the right admin if they need help with anything at Skillate.\nFollow the below steps for adding department hierarchy,\nNavigate to the\nSettings > Administration > Office, Department & Grade > Department . Click on Manage Hierarchy.\nIn the following pop-up, you can define the names for each of the levels. Please note that Level 1 will be considered the highest level.\nUpon adding them, click on Save to complete the process.\nFollow the below steps for adding a new department,\nNavigate to the\nSettings > Administration > Office, Department & Grade > Department . Click on + Create Department .\nIn the following pop-up, enter a name for the department. Choose a hierarchy .\nIf you have selected Level 1, the parent department field will be disabled.\nIf not, you can choose from the available parent departments and the respective new department will be added as a sub-department. Click on Submit to complete the process. Grade\nIt is recommended that you have the hierarchy for grades defined prior to adding grades in Skillate.\nTo define Grades in Skillate- it is nothing but the grades that you use within your organization.\nFollow the below steps for adding a grade hierarchy,\nNavigate to the\nSettings > Administration > Office, Department & Grade > Grade . Click on Manage Hierarchy.\nIn the following pop-up, you can define the names for each of the levels.\nPlease note that Level 1 will be considered the highest level.\nUpon adding them, click on Save to complete the process.\nFollow the below steps for adding a new grade,\nNavigate to the\nSettings > Administration > Office, Department & Grade > Grade . Click on + Create Grade .\nIn the following pop-up, enter a name for the grade. Choose a hierarchy .\nIf you have selected Level 1, the parent department field will be disabled.\nIf not, you can choose from the available parent grade s and the respective new grade will be added as a sub-grade. Click on Submit to complete the process." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Creating Teams \n\n #query#: How to Creating Teams?", "answer": " \u2018Teams\u2019 in Skillate allows you to have more specific accessibility for groups of users. This majorly helps the recruiters in understanding which team is having the job opening. It is better to have it named after the existing team names. Hence, you can avoid confusion while managing a job for the team. Creating teams Navigate to\nSettings > Administration > Users > Teams. Click on Add Team.\nIn the following pop-up, add a team name, specify team members and team manager(s). Click on Save to complete the process. From the\nSettings > Administration > Users > Teams- clicking on the more options (three dots) > Edit Name allows you to edit the team name.\nAdding team members and team managers\nYou can add team members and team managers for the team either while creating it, or anytime after creating the team. For the same,\nNavigate to the\nSettings > Administration > Users > Teams.\nSelect a team and you will be taken to the team details page.\nHere, you can click on\nAdd Team Member and\nAdd Team Manager to add users to the team as a team member and team manager respectively.\nNote:\u00a0The team manager will have access to all the jobs to which the team members are part of the hiring team.\nIn either case, you will get a pop-up asking you to choose the users from a drop-down list." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Reasons Configuration \n\n #query#: How to Reasons Configuration?", "answer": "\nAs a recruiter, you might have to put a candidate on hold, reject their profile, or at times, you will have to close the job or even cancel hiring for the job. In all such scenarios, stating a reason for these will be easier for future references.\nThese will further help you produce more accurate periodic reports on skillate and derive insights from it. Configure Reasons\nTo configure reasons On-hold, Rejection, Job Close, Job Cancellation and Position Cancellation - reasons, follow the below steps: Navigate to\nSettings > General Configuration > Reasons Configuration.\nGo to the required tab and click on Create New.\nAdd a reason and click on Submit.\nThese can be edited or deleted anytime from settings. On-Hold\nWhen you are in process of hiring, and you have a candidate(s) on a stage. Suppose you have decided to put the candidate on hold for this job, you may click on the Pause button.\nFor the same,\nNavigate to any job. Go to Candidates and click on a candidate name.\nClick on the Pause button and you will get a new pop-up window.\nChoose a reason from the drop-down menu. All the reasons which you have configured from the Reason Configuration will be listed here.\nIf you would like to add a new reason, click on +Create a new reason for on-hold .\nAdd a title and click on Add.\nThese will be further added to the respective reason configuration in settings. Click on\nPut on hold to complete the process. Rejection\nWhen you are in process of hiring, and you have a candidate(s) on a stage. Suppose you have decided to reject the candidate for the job, you may click on the Reject button.\nFor the same,\nNavigate to any job. Go to Candidates and click on a candidate name.\nClick on the Reject button and you will get a new pop-up window.\nChoose a reason from the drop-down menu.\nAll the reasons which you have configured from the Reason Configuration will be listed here.\nIf you would like to add a new reason, click on +Create a new reason for on-hold .\nAdd a title and click on Add.\nThese will be further added to the respective reason configuration in settings. Click on Reject to complete the process. Job Close\nUpon completing the hiring process for a job, the job can be closed on Skillate. You can have a reason configured and used while closing a job as well.\nFor the same,\nNavigate to the job and click on more options. Click on\nMark as closed .\nYou will be prompted on the details of wherever the jobs will be unpublished.\nReview and click on\nYes, close this job.\nIn the following pop-up window, you can choose a reason for closing this job.\nIf you would like to add a new reason, click on\nAdd new reason . Add a title and click on Create. Click on\nClose this job to finish the process. Job Cancellation\nAt times, you will be canceling on a published job. It could be due to the requirement being already met or the company has decided not to go forward with that particular job.\nIn either case, you can cancel a job and add a reason from the configured list from Skillate. For the same,\nNavigate to the job and click on more options. Click on\nCancel this job .\nYou will be prompted on the details of wherever the jobs will be unpublished. Review and click on\nYes. cancel this job.\nIn the following pop-up window, you can choose a reason for closing this job.\nIf you would like to add a new reason, click on\nAdd new reason .\nAdd a title and click on Create. Click on\nClose this job to finish the process. Position Cancellation\nSuppose you want to cancel an open position from a job. In such a scenario, it is better to provide a reason for canceling the position. This can be helpful for future references. For the same,\nIn such a scenario, it is better to provide a reason for canceling the position. This can be helpful for future references. For the same,\nNavigate to the Position Mapping section for the respective job.\nClick on more options.\nClick on Cancel to cancel the position for the respective job.\nYou will be prompted to confirm the action. Click on Yes to continue.\nIn the following pop-up window, you can choose a reason for closing this job.\nIf you would like to add a new reason, click on\u00a0Add new reason.\u00a0 Add a title and click on\u00a0Create.\nIf you would like to add a new reason, click on\nAdd new reason .\nAdd a title and click on Create.\nClick on Cancel Position to finish the process.\nClick on Cancel Position to finish the process." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Pre-requisite \n\n #query#: How to Pre-requisite?", "answer": " You only need to have login credentials with Site Admin permissions to start using Skillate. You can get this by contacting our sales team at contact@skillate.com.\u00a0Once you've been authorized to use Skillate Smart Recruitment Solution, an ID and password will be shared with you. If your organization is already a customer a Skillate, please contact your administration to create an account for you with Site Admin role granted to you. You'll recieve an email to confirm your email address and you'll be able to set your own password on it. Taleo Integration : Skillate automatically creates accounts of the users of Taleo and sends them invite to start using skillate. Head to app.skillate.com and log in with the credentials you have to start using the app. " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Link Your Gmail Account \n\n #query#: How to Link Your Gmail Account?", "answer": " When you send an email to candidate through Skillate they receive the sender name as \" via Skillate\" and when they reply it directly goes to your email inbox with which you signed up on Skillate. You can also integrate your Gmail account by going to mail setup. This will let you send emails to candidates with your Official Gmail ID. This is a good plus point for candidate experience, as they have better confidence when they receive an email from an official ID. Skillate will automatically sync all thread discussion directly on the platform. Goto Settings > Mail Setup > Click on \"Login in with Google\" You'll be asked to select an account and give permission, after this your account is successfully linked.\u00a0 \u00a0 Note that, in order to capture all the email threads with a candidate on skillate, the thread has to be initiated through skillate only. " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Onboard Users \n\n #query#: How to Onboard Users?", "answer": " Note: If there is a Taleo integration module, we automatically import users from your Taleo instance along with permission mapping. Each imported user receives an email with the login link where they define their own password.\u00a0 To onboard users, you must have Site admin level access to your account. Login to your account.\u00a0 Go to Settings > Users section. Here you'll find the \"add user\" button. Click on the add user button, and enter the User's Name, Email. Select the role you want to assign to this user 1. Site Admin If you select Site admin then you can choose to assign this user access to sensitive information. 2. Job Admin If you select job admin then you can Assign this user additional permission like creating new jobs, taking bulk actions or providing access to sensitive information. Assign jobs that they are responsible for. You can also assign jobs to admins by adding them to the hiring team of that job 3. Employee Employee role doesn't have additional permission. By default, anyone who signs up on skillate with their work email ID is given employee's role. This is the most basic role a user can have. You can share the link employee.skillate.com in your organization and ask them sign up, that's an easier method of getting everyone on the app. Once you add users they receive an email to authenticate. They will be asked to set their own password and fill out additional details about themselves which can be used for easy identification of the users and help them collaborate confidently.\u00a0 \u00a0 " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Users Roles \n\n #query#: How to Users Roles?", "answer": "\nRoles are highly configurable. You can have a new role, user level role and even job level role in Skillate. To avail this customizability please contact support@skillate.com." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Configure Hiring Plan \n\n #query#: How to Configure Hiring Plan?", "answer": " When a candidate is sourced to skillate for a particular job opening, the job admin can take that candidate through stages to schedule interview, tests and internal assessments etc. Each job allows admins to configure it's own custom hiring plan but to keep things simple site admins can also configure a default hiring plan. Admins can still modify the hiring plan in each individual jobs if they want to. A hiring plan is comprised of stages and interviews in a defined order. A candidate can be taken through each stage before hiring. This helps recruiters keep track of candidates in bulk and take actions. Stages are essentially a group of interviews. Let's quickly understand a few concepts to get more clarity Stages Stages are essentially a set of interview rounds which a candidate needs to clear before moving to the next stage. A stage can comprise multiple interviews. You give any name to the stage as well as interviews in that stage. You can also re-arrange stages and interviews by dragging them up and down We have two special stages in skillate which admins cannot change or remove. They are screening stage and offer stage. Screening stage\u00a0is the first stage where skillate AI engine gives matching scores to candidates. Users can take actions on the candidates based on the score and move the candidates to interview stages Offer stage\u00a0is a final stage of the hiring plan. You can mark candidate as hired once he/she is moved to the offer stage. Admins can choose to create as many stages they want between these two stages. Interviews Interviews are individual steps inside each stage which candidates need to complete before moving to the next stage. There are two types of interviews. Interviews type\u00a0In this type, admins can schedule interviews, send calendar invites to the hiring team and the candidates. And once the interview is done they can collect feedbacks. Feedback type\u00a0In this type, there is no need to schedule an interview. Admins just need to send a reminder to the hiring team to submit feedback. This is useful when there is an internal evaluation or it's a walk-in interview. Recruiters can move candidates in any stage irrespective of whether they have finished all the interviews in that stage. Steps to configure default stages You can configure default stages in the settings page from the \"Interview Stages Setup\" section. Here, click on \"add stage\", which will prompt a modal where you add a custom stage. You can also import stages from an existing job if any, importing stages will only replicate the stage and it's stages. Once a stage has been added you can add interviews to that stage. You can define the type of interview from the dropdown. That's it, the flow you've defined here will be the default flow of all the new job created henceforth. Note: Default flow will be applied to all new jobs created, however recruiters can still change the flow in each jobs, it won't affect the default flow. \u00a0 \u00a0 " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Create User Groups \n\n #query#: How to Create User Groups?", "answer": "\nPermission: Site Admin\nSkillate allows your organization to have segregation based access to jobs, candidates and reports based on the user\u2019s department, location and roles.\nFor this, User Groups are created to provide limited access to the recruiters as per their concerned department and location for hiring.\nFor example, managers are generally concerned with the hiring requirement of their respective Business Unit. They may wish to have limited visibility for their subordinates or recruiters. A Marketing Team Lead may only want to know the detail of jobs, candidates and reports concerning the marketing department and its location. This lets managers add users that only require to know information pertaining to a particular department and location. Go to . Here you can define User Groups based on office location and department and map the concerned hiring team members.\nClick \u201cAdd Group\u201d. Fill in the User Group Name and select the criteria (office, department). Once done, click \u201cSubmit\u201d.\nTo add users in the group, click the Group Name in the tab. Under the tab, enter all the users you want to be a part of that group. These users will have access to jobs matching the group\u2019s criteria. Once done, click .\nFor example, the group selected is for Mumbai location and Engneering department. The members added to this group will have access to the data corresponding the job with Mumbai location and Engineering department.\nNow the users in this group will have access to the information corresponding to the job with department as finance & accounting and office as Pune. The lets you define the hiring team for all new jobs created by that User Group. New Jobs matching the group\u2019s criteria will automatically be assigned the hiring team members with their respective roles.\nNote: A member may not necessarily be a part of the hiring team mapping. So, this member will not have access to the hiring team matching criteria but only the job he is by default added to." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:External Recruiters \n\n #query#: How to External Recruiters?", "answer": "\nPermission: Site Admin, Job Admin\nSkillate allows your organization to add external recruiters/agencies to work with you in your recruitment process. To add external recruiters or agencies, follow these steps:\nHead to Settings > External Recruiters section.\nHere you can add a new agency by selecting Add External Agencies.\nAfter providing the name & email address of the agency, you can assign the jobs that you want the agency to work on. You can also assign it while you create a job in Skillate . Few points" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Getting Started with Skillate \n\n #query#: How to Getting Started with Skillate?", "answer": "\nSkillate allows you to log in to the system in essentially 3 ways:\nThe conventional method of entering username and password\nUsing SSO (Single Sign-On) login via Google\nUsing SSO (Single Sign-On) login via Microsoft\nFollow the steps provided for the method your organization uses to login to Skillate:\nMethod 1:\u00a0Username and password Method 1:\nGo to\u00a0app.skillate.com\u00a0and you will reach the login page.\nEnter the username which is registered with Skillate. Click on Next and type down the password.\nIf you don\u2019t remember the password, click on forgot password and follow the steps provided here. Click on Login .\nMethod 2:\u00a0Sign in with Google Method 2:\nGo to\u00a0app.skillate.com\u00a0and you will reach the login page. Click on\nSign in with Google.\nEnter the Google account credentials. Click on Next and type down the password.If you don\u2019t remember the password, click on forgot password and follow the steps provided here. Click on Login .\nMethod 3:\u00a0Sign in with Microsoft Method 3:\nGo to\u00a0app.skillate.com\u00a0and you will reach the login page. Click on\nSign in with Microsoft.\nEnter the Microsoft account credentials. Click on Next and type down the password.If you don\u2019t remember the password, click on forgot password and follow the steps provided here. Click on Login ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Permissions and Subscriptions \n\n #query#: How to Permissions and Subscriptions?", "answer": "\nOn Skillate, you can manage the permissions and subscriptions for each of the user roles.\nTo view the user rules:\nNavigate to the\nSettings > Administration > Permissions & Subscriptions.\nYou will find descriptions for each of the user roles that Skillate is providing.\nClick on any of the user role names to view the permissions and subscriptions configured for the respective roles.\nFor making any changes to the permissions, please contact your Skillate POC.\nHowever, you can manage the notifications that will be sent to each of the profiles by simply toggling the button\nON or OFF." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Import File \n\n #query#: How to Import File?", "answer": "\nThe feature allows you to import files from your system to Skillate. It can come in handy while you are migrating your data from any other ATS, or you have been using spreadsheets, and now you have switched to Skillate.\nUsing this feature, you can import files which consist of details of: Department Grade Location Job Approval Offer Approval Agency Job Job template Users\nTo import a file with any one of the files mentioned above, follow these steps:\nNavigate to the\nSettings > General Configuration > Import File . Select the type of file that you want to import to Skillate from the dropdown menu .\nTo know the details, you can upload using a spreadsheet; click on the\nDownload sample excel file.\nSkillate has included a spreadsheet ready to download with all the supported header names.\nYou can either drag and drop or upload the spreadsheet with details from your system.\nOnce you have uploaded the spreadsheet, the next step is to map the fields .\nAgainst each of the system fields, you can map the required ones from the dropdown menu. You will find all the column headers from the spreadsheet in the dropdown menu.\nUpon selecting the column number and sample data from spreadsheet will be auto-filled. Click on Start Importing upon mapping all the fields as required.\nUpon completion of the import process, the file name, import status, user\u2019s name and email address will be available on the Import File dashboard." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Approvals Tab \n\n #query#: How to Approvals Tab?", "answer": "\nApprovals tab in Skillate provides a consolidated view of all the Jobs\u2019 and Offers\u2019 approval you are part of. This tab can be accessed based on your user role.\nYou can filter the approvals between Jobs and Offers created in Skillate. Click on the Type to view Job Approvals, Offer Approvals or both.\nThere are three different approval statuses that you can view: Pending Approvals : You can view all your pending approvals depending on the selected approval type.\nRejected by you : You can view all the rejected jobs/offers depending on the selected approval type.\nApproved by you : You can view all the approved jobs/offers depending on the selected approval type.\nAll the approvals that you view here are those in which you have been added as an approver.\nYou can also sort the list in ascending or descending order by clicking on the arrows.\nWhen you click on any of the Job Approval tabs, you will get further details as a side pop-up. It will have details like shown on the screenshot below\nWhen you click on any of the Offer Approval tabs, you will get further details as a side pop-up. It will have details like shown on the screenshot below:" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Account & Settings:Understanding Jobs Tab \n\n #query#: How to Understanding Jobs Tab?", "answer": "\nThis article will help you understand the various functionalities you can explore while on the Jobs tab.\nWhile using Skillate, the jobs tab plays an important role. This is where you will find all the created jobs, their status, the number of candidates in the pipeline, referred candidates and much more.\nTo get started,\nLogin to Skillate using your login credentials.\nNavigate to the Jobs tab. #1 Search bar\nThe search bar helps you find jobs by entering the job name (title) or job ID. You need not have to type the entire phrase, a part of it will help in searching for the job. #2 Filter\nFilter in Skillate helps you sort the jobs based on various criteria.\nHiring team and role : This is where you can select your team members(s) and specific role(s)to filter out and view the jobs. When you choose \u201cMe\u201d, you will be able to view all the jobs that have been assigned to you. Similarly, when you enter a team member(s) name or a role(s), the jobs assigned to the respective team or role will be listed for you. Job Information : You can enter a job name or ID to filter out the jobs. Also, you can use the job status(s), posting status(s), job creation date, and employment type (full-time or part-time) to filter the matches.\nOffice, Department & Grade : You select multiple job locations, departments and grade to filter out the jobs.\nUpon adding the filters, you will be able to view the applied filters below the search tab. You can click on the \u2018x\u2019 to remove any of them. #3 Create a new job\nYou can click on + Create New Job to create a new job in Skillate. Learn more about creating a new job here. (https://help.skillate.com/en/support/solutions/articles/82000478791) #4 List of jobs\nYou can view all the jobs as per the filters applied here. Click on any of the names to navigate to the details page.\nThe tabular columns also provide information about the job status, number of candidates added to the job, their status, etc.\nIt is a scrollable table; you can scroll through to the right end to find three dots with more actions you can perform from here. They are: Edit : to edit the job details Create Duplicate :\nCreate a new job by copying the job details from the respective job.\nCancel this job :\nCancel the respective job and end hiring.\nSave as Template :\nSave the job details as a job template. You can make use of these templates while creating a new job. Learn more about how to create a new job here. (https://help.skillate.com/en/support/solutions/articles/82000478791) Source Candidates :\nYou will be redirected to the Source Candidates tab within the respective job. You will need to set up the sourcing channel before using this option. View Candidates : You will be redirected to the Candidates tab within the job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Skillate AI:Resume Parser \n\n #query#: How to Resume Parser?", "answer": "\nA resume parser (CV parser) is used within human resource software and on recruitment websites, job boards, and candidate application portals to simplify and accelerate the application process. It does so by extracting and classifying thousands of attributes about the candidate.\nA resume parser also provides the foundation for a semantic search of candidate data. The parser identifies different kinds of information within a resume or CV and tags each data point (for example, \u00a0Work Experience, Educational Background, Skills, and Personal Details of the candidate).\nResume Parsing on Skillate has two essential steps: 1. Text (Content) Extraction, 2. Information Extraction\nText (Content) Extraction\nIn the Content Extraction step, the resume content is extracted from the uploaded files (from various formats of raw documents .pdf, .doc, .docx, etc. formats). Information Extraction\nThe next step in resume parsing is extracting structured information from unstructured or semi-structured machine-readable documents.\nA typical resume is a collection of information that includes the\nWork Experience, Educational Background, Skills, and Personal Details of a candidate. And this information will be presented on a resume in various formats: tables, multiple lines, sections, etc.\nDeep Learning Algorithms in\nNLP (Natural Language Processing) help extract information from the content of a resume. Skillate has trained a custom\nDeep Learning NER (Named Entity Recognition) model based on Google\u2019s\nBERT language model with the help of over 100000 resumes. Understanding NER\nNamed Entity Recognition (NER)\u00a0helps fetch the information from the extracted content. The NER locates and classifies the named entities in the unstructured text into predefined categories such as the person names, organizations, locations, etc. These are part of Skillate\u2019s customized NER model (AI). 2000\u20132008: Professor at IIT Kanpur\nB.Tech in Computer Science from IIT Kanpur\nRelying solely on the NER model will not yield high accuracy in all cases. Hence, Skillate has created post-processing algorithms using NLP for sanitizing the information extracted from the resumes.\nLimitations of Resume Parser\nEven with all the advancements and research into Deep Learning and other NLP technologies, achieving 100% accuracy in AI is impossible. Improving the accuracy of the models is a continuous process due to the size of the training data and time for training.\nBelow are some of the cases where\u00a0Skillate\u2019s parsing accuracy is not at its best\u00a0-\nComplex resumes with\u00a0multiple vertical/horizontal sections and multiple tables.\nInconsistent patterns or tabs or whitespaces\nResumes with\u00a0images, diagrams, arts, etc.\nResumes\u00a0created from screenshots, scanned copies, photographed , etc.\nWrong information or format furnished by the candidate.\nSkillate keeps testing and updating these algorithms to improve the overall parsing quality.\nSkillate\u2019s Structured Resume Format\nThe resume parser gets the parsed resume in a structured format. Provided below is the structured resume format generated by the Skillate resume parser.\nThe structured resume in Skillate will have the following fields captured: Name First name Middle name Last name Emails Phone Number\nTotal Number of Working Experience (Years) Education Detail(s) Institute Degree Major\nStart year & month *skillate counts month starting from 0 to 11\nEnd year & month\nWhether current institute or not\nDescription / summary Grades Experience Detail(s) Company Job Title\nYears of Experience\nStart year & month\nEnd year & month Industry\nWhether the current company or not [BOOLEAN]\nDescription / summary Location Skills Core skills All skills\nFunctional & Behavioral skills Current Company Current Location\nCurrent Job Title Latest Institute Latest Degree Latest Major Highest Degree Highest Major\nProfile / Social links (e.g.: LinkedIn / GitHub profile, website link, etc) [LIST]\nOverall summary / description\nLearn more about Skillate AI-\nDeduplication of Candidate Resumes | Matching Engine (https://help.skillate.com/support/solutions/articles/82000885652-deduplication-of-candidate-resumes) (https://skillate.com/blog/how-does-ml-based-job-resume-matching-algorithm-works/)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Skillate AI:Deduplication of Candidate Resumes \n\n #query#: How to Deduplication of Candidate Resumes?", "answer": "\nIt is common for the same person to apply to your job openings multiple times. It is good that they are so eager to work for your organization, but you need your candidate lists to be clean and streamlined. Skillate AI makes it easy to identify duplicate candidate profiles and mark them as Duplicate.\nBelow is the detailed diagram of how the Skillate AI helps in de-duplicate candidate resume:\nThe Skillate AI deduplication process has two rounds.\nIn round 1, the AI checks for duplicate email and phone numbers. If there is a match in email or phone number, the resume will be marked as a duplicate.\nIf both criteria on round 1 are unmatched, the AI moves to round 2 of the deduplication process.\nIt begins with the name of the candidate (mandatory step) and provides a weightage for each of the criteria.\nPlease note that all these criteria checks will be done parallelly, and a weightage will be provided. Based on this, it is decided if the resume is a duplicate or not. Skillate has Candidate ID and\nOriginal Candidate ID.\nWhenever a candidate's resume is added to Skillate, it will be assigned with a\nCandidate ID and Original Candidate ID.\nNow suppose another candidate\u2019s resume is added to Skillate, and it will be assigned with a Candidate ID.\nUpon completing the deduplication process, if the resumes are found to be duplicates - the latter resume will be assigned with the\nOriginal Candidate ID of the former.\nLearn more about Skillate AI- Resume Parser\u00a0|\u00a0Matching Engine (https://help.skillate.com/support/solutions/articles/82000885651-resume-parser) (https://skillate.com/blog/how-does-ml-based-job-resume-matching-algorithm-works/) Resume Parser Matching Engine (https://skillate.com/blog/how-does-ml-based-job-resume-matching-algorithm-works/)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Skillate - Product Overview \n\n #query#: How to Skillate - Product Overview?", "answer": "\nCheck out how Skillate can help your organization save time and money in hiring by automating your hiring processes. Video Link: https://www.youtube.com/embed/srHw5qY_ck0" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Refer a Candidate via Employee Portal \n\n #query#: How to Refer a Candidate via Employee Portal?", "answer": "\nAs an employee, you can log in to the employee portal and submit referrals for jobs available. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478804)\nHere is a quick video walkthrough on how to submit a referral via the Skillate app: Video Link: https://www.youtube.com/embed/mA_qugkkot4" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Skillate Hire- Chrome Extension \n\n #query#: How to Skillate Hire- Chrome Extension?", "answer": "\nAs a recruiter, candidate sourcing is a crucial task. And you might come across several resumes daily. Downloading all the potential candidate profiles one-by-one, and uploading them manually to Skillate can be a tedious task.\nFret not, we have got it covered for you with a new chrome extension- Skillate Hire and have the potential candidates added to your talent pool in seconds. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000815575)\nCheck out the video walk-through here:\nCheck out the video walk-through here: Video Link: https://www.youtube.com/embed/R4pJzzYiu30" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Job Boards Integration \n\n #query#: How to Job Boards Integration?", "answer": "\nIntegrate with any job board through the Skillate app, and post jobs in one click! Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478806)\nCheck out how easy the whole process is on this video walkthrough of how to post a job on multiple job boards through Skillate. Video Link: https://www.youtube.com/embed/5QgnKLThjaI" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Scheduling Interviews \n\n #query#: How to Scheduling Interviews?", "answer": "\nSkillate allows to schedule interviews for candidates in the interview stage of a job. You can do this in two ways- manually or via chatbot. (https://help.skillate.com/en/support/solutions/articles/82000478813) Learn more. (https://help.skillate.com/en/support/solutions/articles/82000478813)\nHere is a video walkthrough on scheduling interviews for candidates. Video Link: https://www.youtube.com/embed/xRmgJRyOxBI" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Interview Scheduling via Chatbot \n\n #query#: How to Interview Scheduling via Chatbot?", "answer": "\nCheck out how to schedule an interview using a chatbot in Skillate. Video Link: https://www.youtube.com/embed/ej5X5DIYyYw Learn more." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Generating Offer Letters \n\n #query#: How to Generating Offer Letters?", "answer": "\nOnce your hiring team has identified the best candidate for the job and decides on the job offer details, you are likely to roll out the official offer letter to the candidate. Skillate allows you to generate and roll out the offer letter by navigating to the Offer stage for the respective job. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000879992)\nIn this video walkthrough, you can see how to send out offer letters to your candidates on your custom letterhead along with all custom fields and conditions without even moving away from the platform! Video Link: https://www.youtube.com/embed/H3l2Qpppp3Y" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: How-to Videos:Skillate AI \n\n #query#: How to Skillate AI?", "answer": "\nHere is a video walkthrough of how the Skillate AI matching engine and the Pre-screening chatbot work hand in hand to benefit the recruiter. Video Link: https://www.youtube.com/embed/0XpNq6ziCbc" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Your account:Changing account details \n\n #query#: How to Changing account details?", "answer": "Update your account details like name, email address, phone number or address, anytime by following these steps: Select account details from the menu bar. Click edit icon on the field you'd like to change. After you\u2019ve added the updated details, click save changes. Click done after completing all the updates. You will receive an email from us to verify the changes. In case you have forgotten your password, click on the forgot password button and follow the instructions there. Note: Once you verify the updated email details, you can resume your activities on your account." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Your account:Inviting your team onboard \n\n #query#: How to Inviting your team onboard?", "answer": "Add your team members to your account to make collaboration easy. You can have multiple teams in an account. You can also add one contact to many teams. Follow these steps to get your team onboard: Select my account from the menu bar. Click on the send invitation link. Type in the email addresses and click send. Alternatively, from the contacts page, you can toggle on the add member and an invitation link will be sent to that respective contact. Pro tip - Tag your team to collaborate and get feedback on your work by typing \u201c@\u201d followed by the team name.You can make announcements about progress of your work, deadlines, updates or anything you want to communicate with the rest of your team, by tagging teams." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Your account:Adding Users \n\n #query#: How to add users to your Skillate account?", "answer": "\nUnderstanding User Profiles\nWhile adding a new user to your Skillate account, you can choose from the following user profiles: Site Admin : users with Site Admin profile privileges can access sensitive information within the company\u2019s Skillate account. Job Admin : user with job Admin profile privileges can:\nAssign can create new jobs, perform bulk actions, and can access sensitive information.\nAssign jobs that they are responsible for. (Assign candidates? Or sourcing? Or what is the action performed here?)\nAssign jobs to site admins by adding them to the hiring team of respective jobs. Employee : By default, whenever a new user is added to Skillate they are provided with employee profile privileges. Which in fact restricts them from accessing sensitive information and also from performing actions performed by other profiles. Adding Users\nAdding new users to Skillate involves the following steps:\nLogin to your Skillate account using Site Admin privileges. Navigate to\nSettings> Administration> Users and click on Add Users Tip:\nAlternatively, to add new users - you can simply share the link employee.skillate.com with whoever you want to be part of your hiring process.\nThey can sign up using the link and voila! they are added to your Skillate account. In the\nAdd New User page, add the following details:" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Your documents:Creating templates \n\n #query#: How to Creating templates?", "answer": "Tired of documenting the same kind of things (meeting notes, product requirements, and ideas) over and over again every day? Just create a doc and save it as a template, in three simple steps. Step 1 - Create a new document or reuse an existing one, to fill in the content you\u2019d like to save as a template. Step 2 - Click create template. Give your template a name and click save. Step 3 - Type the addresses in the share with field and click send. Note: You can shares templates within and across teams. Also, you can add tags on the templates, to boost the article visibility on search results across folders or documentation gets easier. " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Trial FAQs:Can I invite my team members on the free trial? \n\n #query#: How to Can I invite my team members on the free trial??", "answer": "Yes, you can invite your team members on the free trial. However, during the trial period you can only have five members on board. " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Trial FAQs:I want to trial a different plan. How do I go about this? \n\n #query#: How to I want to trial a different plan. How do I go about this??", "answer": "You can reach out to your account manager or write to our support team if you'd like to change the plan." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Trial FAQs:How many days can I trial a plan for? \n\n #query#: How to How many days can I trial a plan for??", "answer": "If you already are on another plan and wish to try out other plans, then you will have a 14-day free trial period. However, if you are trialing the application for the first time, then your free trial period is for 21 days." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Getting Started_1:How to log into the agency portal \n\n #query#: How to How to log into the agency portal?", "answer": "\nTo login to Skillate, go to agency.skillate.com and provide your Login ID and password.\nYou\u2019ll be directed to the board (as shown in the picture below) where you\u2019ll be managing all your clients, who use Skillate ATS.\nSelect your client and you\u2019ll be directed to the section. In the section, you\u2019ll get to see all the jobs that are assigned to you by your client for sourcing candidates." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Getting Started_1:Signing-up for the agency portal \n\n #query#: How to Signing-up for the agency portal?", "answer": "\nTo sign-up for the agency portal, you need to get an invite from the company that is using Skillate as their ATS system.\nYou\u2019ll receive an email from them saying you\u2019re invited to join Skillate (as shown in the picture below).\nYou need to complete the sign-up with the Login ID provided to you in the email." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: What is the significance of having a hiring plan?", "answer": "\nA hiring plan ensures that you have a structure to your recruitment process, and you won\u2019t miss any significant stages or steps. Skillate's Hiring Plan and its Milestones help track candidates and hiring stages in one place.\nCandidates enter the hiring process from Screen and move by each milestone before reaching the final milestone, Offer." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: Who can configure the hiring plan?", "answer": " Only the site admin can configure the hiring plan at the global level. However, members of the hiring team can change the mapped hiring plan at the individual job level. (https://help.skillate.com/en/support/solutions/articles/82000877907)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: Why should I configure a hiring plan?", "answer": "\nA hiring plan comprises various stages and interviews defined in the order.\nUsing these pre-defined stages, we streamline the hiring process systematically. It further helps the recruiters to keep track of candidates in various stages of the hiring process and plan for the following actions. Learn more about how to configure hiring plan. (https://help.skillate.com/en/support/solutions/articles/82000877907) (https://help.skillate.com/en/support/solutions/articles/82000877907)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: What is the difference between Milestones, Stages, and Rounds?", "answer": " Milestones:\nThese are configured at the global level. As the term indicates, these are various milestones for your recruitment process. Please note that reports are generated based on these Milestones. Stages:\nIt can be defined as the process of hiring candidates. It can be a set of interview rounds configured at global and job levels. Stages can be confusing with the Milestones that we have.\nTo differentiate both:\nStages are configurable at the job level, whereas you can configure milestones only at the global level. A candidate will have to clear a stage before moving to the next stage. Rounds:\nRounds are individual steps or tasks added to each stage. Upon completing all the defined rounds in a particular stage, candidates can move to the next stage.\nLearn more about various terminologies used within Hiring Plan in Skillate. (https://help.skillate.com/en/support/solutions/articles/82000877897)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: How many milestones can be configured in the hiring plan?", "answer": "\nYou can add up to 15 milestones to your hiring plan.\nWill re-ordering the milestones affect the jobs?\nWhen you re-order the milestones in a hiring plan, the stage will be re-ordered for the respective jobs. (https://help.skillate.com/support/solutions/articles/82000877897-hiring-plan-an-overview#Milestones)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: What is the default hiring plan?", "answer": "\nWhen you log in to Skillate, a default hiring plan will be available. Your hiring plan is the skeleton of your hiring process. Our default hiring plan is to help you get started with it.\nDefault flow will be applied to all new jobs created. However, recruiters can still change the flow of each job. It will not affect the default flow. Learn more about the default hiring plan in Skillate. (https://help.skillate.com/support/solutions/articles/82000877907-configure-hiring-plan#Default-Hiring-Plan)\nCan I have a custom hiring plan for a specific location, department, and grade?\nYou can define a hiring plan specific to location, department, and grade. (https://help.skillate.com/en/support/solutions/articles/82000478764)\nCan I make changes to a hiring plan at a job level?\nYes, only if you are a member of the respective job\u2019s hiring team." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: What is an ideal candidate lifecycle in Skillate?", "answer": "\nAn ideal candidate lifecycle will have the following stages: (https://help.skillate.com/en/support/solutions/articles/82000877983) Screen HM Review Assessment Interview Stages Pre-offer Offer Hired Rejected/on-hold" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: What happens if I move a candidate in an interview stage to another job\u2019s active interview stage?", "answer": "\nThe candidate will be made inactive in the previous job\u2019s interview stage." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: How does the job approval chain work?", "answer": "\nThe Job Approval feature in Skillate offers your organization to configure an approval chain for all the jobs created. These further give the stakeholders more significant control over the organization\u2019s recruitment process. Please note that you cannot change the approvers for a job once the job is approved. (https://help.skillate.com/en/support/solutions/articles/82000478788)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: How do I track a job approval status?", "answer": "\nRecruiters can view the approval status by navigating to the respective job\u2019s Approval tab. The hiring team members can get notified if subscribed from Settings.\nCan I approve a job and later revoke it? You cannot revoke the approval action." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: Why do we have internal forms?", "answer": "\nInternal stakeholders primarily use these forms to record candidate details fetched during the hiring process. These are usually configured and filled by the recruiters or hiring managers for internal use only. Learn more. (https://help.skillate.com/en/support/solutions/articles/82000882806)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: How can I send an internal form?", "answer": "\nYou can map an internal form to a round in Hiring Plan. Those who are given access can view and access the form. Learn more. (https://help.skillate.com/support/solutions/articles/82000882808-adding-internal-form-round#Adding-Internal-Forms-to-a-Global-Hiring-Plan)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:FAQ- Hiring Plan \n\n #query#: Who can fill up an internal form?", "answer": "\nWhile configuring the respective internal form, those added users can fill up and view the form. Please note that only the Skillate users will be listed in the drop-down list. (https://help.skillate.com/support/solutions/articles/82000882806-internal-forms)\nCan I set notifications regarding filled internal forms?\nYes, while configuring the internal forms, you can toggle the button (https://help.skillate.com/support/solutions/articles/82000882806-internal-forms) ON , and all the users added to the list will be notified when the internal form is filled and submitted." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Hiring Plan- An Overview \n\n #query#: What are the advantages of having a hiring plan?", "answer": "\nBest practices while configuring a hiring plan.\nBest practices while configuring a hiring plan.\nPermission Required:\u00a0Only site admin can configure hiring plan at the global level.\nHowever, members of the hiring team can change the mapped hiring plan at the individual job level.\nUnderstanding Hiring Plan in Skillate\nWhen you log in for the first time to Skillate, Hiring Plan is one of the essential features to be configured.\nA hiring plan comprises\u00a0various stages and interviews\u00a0defined in the order. Using these pre-defined stages, we streamline the hiring process systematically.\nA hiring plan comprises\u00a0various stages and interviews\u00a0defined in the order. Using these pre-defined stages, we streamline the hiring process systematically.\nA hiring plan comprises various stages and interviews defined in the order. Using these pre-defined stages, we streamline the hiring process systematically.\nIt further helps the recruiters keep track of candidates in various stages of the hiring process and plan for the following actions.\nIt further helps the recruiters keep track of candidates in various stages of the hiring process and plan for the following actions.\nComponents of Hiring Plan Milestones\nThese are configured at the global level. As the term indicates, these are various milestones for your recruitment process. Please note that reports are generated using these Milestones.\nYou add or remove or rename these milestones by navigating to Settings > Job Setup > Hiring Plan > Milestone Configuration.\nYou add or remove or rename these milestones by navigating to Settings > Job Setup > Hiring Plan > Milestone Configuration.\nExcept for\u00a0Screen, Offer, and Hired milestones, you can\u00a0rename, add/remove or re-arrange\u00a0the rest of the milestones. Except for\nScreen, Offer, and Hired milestones , you can rename, add/remove or re-arrange the rest of the milestones. Stages\nIn the process of hiring candidates, Stages can be defined. It can be a set of interview rounds that are configured at a global level and further at a job level.\nStages can be confusing with Milestones that we have.\u00a0To differentiate both: Stages are configurable at the job level, whereas you can configure milestones only at the global level.\nStages can be confusing with Milestones that we have.\u00a0To differentiate both: Stages are configurable at the job level, whereas you can configure milestones only at the global level.\nStages can be confusing with Milestones that we have." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Configure Hiring Plan \n\n #query#: How to create a custom hiring plan?", "answer": "\nDefault Hiring Plan\nWhen you log in to Skillate, a default hiring plan will be available to use. Your hiring plan is the skeleton of your hiring process. Our default hiring plan is to help you get started with it.\nFollow the below steps to get started with the default hiring plan: Navigate to\nSettings > Job Setup > Hiring Plan > Hiring Plan Setup Click on\nDefault Hiring Plan\nYou can set up milestones for your hiring process from Milestone Configuration Add stages to each milestone.\nFor each of the stages, you can further add rounds as required.\nLearn more about milestones, stages, and rounds here.\nCreating Multiple Hiring Plans\nWe understand that every organization has its own hiring process. Let's say that you have multiple office locations and they follow their own hiring process. At Skillate, you can have them configured. Important! Important!\nBefore creating multiple hiring plans, we recommend you get in touch with your Skillate POC.\nBefore creating multiple hiring plans, we recommend you get in touch with your Skillate POC.\nAll you need to do is- Navigate to\nSettings > Job Setup > Hiring Plan > Hiring Plan Setup Click on +Create Hiring Plan.\nSelect a Location, Department, and Grade from the drop-down menu.\nClick on Add to create.\nNow, your new hiring plan will be listed with a name in the format:\nLocation, Department, Grade," }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Configure Hiring Plan at a Job Level \n\n #query#: How to Configure Hiring Plan at a Job Level?", "answer": "\nYou must have already created a hiring plan for your organization. Now, suppose you would like to change the plan at the job level.\nLet us look at how to configure the hiring plan at a job level.\u00a0There are multiple ways in which you can create a hiring plan at a job level:\nWhile creating a new job, selecting \u201cCopy from existing\u201d will copy the exact job information, including the hiring plan.\nWhile creating a new job from scratch, an existing hiring plan configured in the settings page matching the department and location will automatically be applied.\nIf there is no match, the default hiring plan will get used.\nOn top of the default configuration , you can customize the hiring plan at the job level by adding default stages and rounds defined in the settings page, copying from an existing job, or simply creating new stages and rounds.\nOnce you have the job created, follow the steps below to configure the job\u2019s hiring plan: Navigate to\nJob > About > Hiring Plan.\nFollow the steps of adding stages, and rounds to customize your hiring plan for the chosen job.\nYou can learn more about Feedback Questionnaire here. (https://skillate.freshdesk.com/support/solutions/articles/82000478786-configure-feedback-questionnaire)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Candidate Life Cycle \n\n #query#: How to Candidate Life Cycle?", "answer": "\nA candidate will undergo multiple screening processes before getting hired by an organization. Our Hiring Plan feature works with the same concept.\nLet us look at a candidate\u2019s lifecycle while hiring through Skillate.\nLet us look at a candidate\u2019s lifecycle while hiring through Skillate.\nScreen\u00a0- this is the first stage for any candidate. Screen - this is the first stage for any candidate.\nBy default, any candidate sourced directly or added to a job manually is added to the \u2018screen\u2019 stage of the respective job.\nHM Review\u00a0- this stage ensures that the associated hiring manager reviews the candidate profiles and further approves or short-lists them. HM Review - this stage ensures that the associated hiring manager reviews the candidate profiles and further approves or short-lists them. Assessment - Assessment -\nYou can move all the shortlisted candidates to the assessment stage. Here, you will have to enable any online assessment platforms available on Skillate before configuring the rounds.\nInterview\u00a0Stages - Interview Stages -\nThese are the stages defined by recruiters to move a candidate to once they clear the \u2018screen\u2019 stage.\nThe number of interview rounds can differ depending on the hiring plan that the organization follows. Interviews can be a physical interview or an online interview to invite one or more interviewers.\nThe number of interview rounds can differ depending on the hiring plan that the organization follows. Interviews can be a physical interview or an online interview to invite one or more interviewers.\nPre Offer -\nPre Offer -\nThe stage ensures that all the candidates' documents and details during the interview process are valid. It is essential to confirm the authenticity of the candidate.\nOffer\u00a0stage - Offer stage -\nUpon clearing all other stages of the hiring plan, recruiters can move a candidate to the 'Offer Stage'.\nUpon clearing all other stages of the hiring plan, recruiters can move a candidate to the 'Offer Stage'.\nRecruiters can draft the candidate\u2019s offer letter and roll it out.\nRecruiters can draft the candidate\u2019s offer letter and roll it out.\nLearn more about configuring offer letters here. (https://skillate.freshdesk.com/support/solutions/articles/82000879962-offer-letters-in-skillate-an-overview)\nLearn more about configuring offer letters here. (https://skillate.freshdesk.com/support/solutions/articles/82000879962-offer-letters-in-skillate-an-overview)\nHired\u00a0- Once a candidate accepts a job offer, you can mark the candidate as hired, and the candidate will not be listed for any other jobs. Hired - Once a candidate accepts a job offer, you can mark the candidate as hired, and the candidate will not be listed for any other jobs. Rejected/On-Hold\u00a0- Rejected/On-Hold -\nRecruiters can reject or put a candidate on hold at any stage of the hiring process.\nRecruiters can reject or put a candidate on hold at any stage of the hiring process. Note:\nA candidate can be active in only one job recruitment process at a time (stage of a job). However, there is no limitation to the number of jobs they can apply for or add. Similarly, a candidate can be kept \u2018on hold\u2019 for only one job at a time.\nYou can move a candidate from an interview stage to another job\u2019s active interview stage. Please note that the candidate will be made inactive in the previous job\u2019s interview stage by doing so.\nYou can move a candidate from an interview stage to another job\u2019s active interview stage. Please note that the candidate will be made inactive in the previous job\u2019s interview stage by doing so.\nLearn more about:Hiring Plan in Skillate\u00a0|\u00a0Configuring Hiring Plan\u00a0| (https://help.skillate.com/support/solutions/articles/82000877897-hiring-plan-an-overview) (https://help.skillate.com/support/solutions/articles/82000877907-configuring-hiring-plan)\nLearn more about:\nHiring Plan in Skillate |\nConfiguring Hiring Plan |\nConfiguring Hiring Plan at Job Level" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Configuring Job Approval chain \n\n #query#: How to configure a job approval chain?", "answer": "\nConfiguring Job Approval Chain Navigate to\nSettings > Job Setup > Job Approval Chain.\nYou can set up a job approval chain for your organization as a whole or a specific office or department.\nFor configuring job approval for your organization: Click on Edit provided for\nDefault Approval Chain.\nAdd the approvers as required in Approvers.\nChoose from the drop-down if all the approvers should approve or only one(any) of them needs to approve. If any one of them rejects the job, it will be considered.\nAdditionally, choose if you want the approval emails to be triggered in a particular order or sent out to all approvers at once .\nAdditionally, you can add another approval step by clicking on\nAdd Approval Step.\nYou can add the users as approvers, set if they need to approve, or one approval would suffice.\nOnce more than one approval step, it is necessary to choose whether you need to send out approval emails in the order you have defined or send in one go. Click on\nDone to complete the process.\nYou can also set up an approval chain specific to the office and department" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Job Approval Chain at Job Level \n\n #query#: How to view the approval status from Skillate?", "answer": "\nConfiguring Job Approval at Job Level\nIf you have permission to edit a job, you can further configure the job approval chain at the job level. \u00a0These are in case any specific stakeholder needs to approve for a particular job or someone from the approval chain has left the organization.\nFollow the below steps to configure the approval chain at a job level: Navigate to Jobs to create a new job.\nWhile creating the job, - the default approval chain will be added to the job. - if the job created has the office and department matching the approval chain you have configured for a specific office or department, the office/department chain will be considered. From the Approval Stage of job creation, recruiters can edit the approval chain - add new users, add an approval step or change the approval order.\nRequesting Job Approval\nOnce the job is created, you will see the status as Draft. Click on Request Approval from the respective job\u2019s About page, to trigger the approval request email to the configured set of approvers.\nThey will receive the URL to approve or decline the created job.\nThe job status will be changed to Pending from Draft" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Internal Forms \n\n #query#: How to Internal Forms?", "answer": "\nHiring Managers and Recruiters can configure internal forms on Skillate. Internal stakeholders primarily use these to record candidate details fetched during the hiring process.\nInternal forms can be configured and mapped to a hiring plan. You can do it by creating a new round for job or global hiring plans.\nFor creating a new internal form, follow these steps:\nNavigate to the\nSettings > Job Setup > Forms > Internal Forms.\nIn the following pop-up, click on + Create New .\nAdd a name and click on Create to complete the process.\nThe created form will be available to view and edit from the list of internal forms.\nClick on the respective form name to add sections and questions to the internal form.\nFrom the following screen, add a section name and click on Create.\nYou can add questions to the sections by clicking on New Question .\nYou can choose an application field from the drop-down menu in the following pop-up.\nFor creating a new application field, refer to the help guide here. (https://help.skillate.com/support/solutions/articles/82000478780-custom-application-fields)\nSpecify any dependencies, and choose if you would like to have the respective question as a Mandatory, Optional, or OFF. Click on Add to complete the process.\nTo preview the form, navigate to the Internal Forms list page and click on Preview.\nLearn more about mapping internal form to hiring plan here. (https://help.skillate.com/support/solutions/articles/82000882808-adding-internal-form-round)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Hiring Plan:Adding \u2018Internal Form\u2019 Round \n\n #query#: Who can access the internal forms?", "answer": "\nAdding Internal Forms to a Global Hiring Plan\nNavigate to the Global Hiring Plan from\nSettings > Job Setup > Hiring Plan.\nSelect any of the hiring plans and from its details page, click on + Round to add a new round.\nChoose the round type as Internal Forms in the following pop-up and create the round by adding a name. Click on Create upon completing the process.\nYou can also copy the round configuration from an existing job. Click on the drop-down provided for\nCopy from the existing job . Click on Create to complete the process.\nFrom the stages, click on Configure provided against the internal form round.\nIn the following screen, you can add users who can access the form.\nYou can choose from the drop-down menu. The list will have only the users added to Skillate.\nAlso, toggle the button ON to enable automated alerts to employees regarding completing the internal form round.\nYou can also select a configured form and map to the hiring plan from the drop-down list.\nClick on\u00a0Save\u00a0to create internal forms and map to the hiring plan. Click on Save to create internal forms and map to the hiring plan." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: What are job forms in Skillate?", "answer": "\nSkillate allows you to create custom job fields and use them for creating job forms. The job forms are used to fill out details while creating a job. (https://help.skillate.com/support/solutions/articles/82000882570-configure-job-form)\nCan I set up separate job forms for different jobs?\nNo, you can have only one job form used across the platform." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: What are the permissions required to create a new job?", "answer": " Users with: CREATE_JOB CREATE_JOB can create a new job.\nWhat are the various ways in which you can create a new job?You can follow any of the following ways to create a new job on Skillate: From Template:\nOrganizations might have a set of unique roles. In such instances, you can have the job description and other related processes created as Job Templates on Skillate. For the same, navigate to\nSettings > Job Setup > Job Templates > +Create .While using this method to create a job, you will have to choose a job template created for a specific department and location.\nCopy from an existing job:\nYou will sometimes be hiring for a similar job profile that you have recruited already. Copying the details from an existing job saves you time in creating a new job.\nStart from scratch:\nIf you are looking for flexibility in creating a job, here is the solution. Any new job, role, position - fret not, Skillate allows you to develop your job description, hiring plan, and approval process.\nLearn more about how to create a new job. (https://help.skillate.com/en/support/solutions/articles/82000478791)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: Why should I use Job templates?", "answer": "\nJob templates\u00a0save much time from manually entering job descriptions and other details for jobs usually in use. (https://help.skillate.com/en/support/solutions/articles/82000882571)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: What are the various pre-requisite for creating a new job?", "answer": "\nBefore creating a new job, it is best to have the following pre-requisites done: (https://help.skillate.com/en/support/solutions/articles/82000478791)\nPre-defined Job Templates\nGlobal Hiring Plan Configured\nJob Approval Chain Configured\nFeedback & Scorecard Configured\nInternal Job Posting Enabled\nJob Boards Integrated\nCareers Page Configured and Live\nOffer Letters Configured" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: What is the significance of having a Hiring Team?", "answer": "\nDefining a hiring team\u00a0before creating a job ensures that the members are aligned for the recruitment process. (https://help.skillate.com/en/support/solutions/articles/82000478798)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: What are the various roles available in the Hiring Team?", "answer": " There are: Creator Recruiter Recruiter Assistant Hiring Manager\nHiring Manager Assistant\nHiring CollaboratorLearn more about hiring team in Skillate. (https://help.skillate.com/en/support/solutions/articles/82000478798)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: Who can fill up the feedback questionnaire?", "answer": "\nInterviewers and external interviewers can submit and view the feedback for a candidate. Collaborators added to the interview can neither submit nor view the feedback tab from the candidate profile link shared in the email. Learn more about feedback questionnaire. (https://help.skillate.com/en/support/solutions/articles/82000478816)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: How do I choose a chatbot flow for a job?", "answer": "\nYou can choose a chatbot flow by navigating to a job details page > source candidates > Chatbot screening > Edit icon provided against Chatbot Flow. Learn more. (https://help.skillate.com/support/solutions/articles/82000478797-chatbot-screening-job-level-)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: How do I invite candidates for the initial screening process?", "answer": "\nYou can invite candidates for the initial screening process to a pre-screening chatbot. (https://help.skillate.com/support/solutions/articles/82000478797-chatbot-screening-job-level-)\nYou can also bulk-invite them from the job details page > source candidates > Chatbot screening > Chatbot Configuration ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: How do I move candidates added to a closed job to talent pool?", "answer": "\nWhen you close or cancel a job, you will find the option to \"Make active candidates inactive\" from the job details page. Click on it to move all candidates who were not selected for the job to your talent pool." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: How to hide the \u201cOverall Recommendation\u201d section from the scorecard?", "answer": "\nYou can attach a scorecard from any Interview round's configuration page within a job\u2019s Hiring Plan, where you will find an option to Toggle the \u201cOverall Recommendation\u201d section ON or OFF. The changes will affect only this scorecard." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: How do I allow interviewers to view the previous feedback for a candidate?", "answer": "\nYou can allow or restrict interviewers from viewing the candidate's previous feedback from any Interview round within a job\u2019s Hiring Plan. You will find a toggle button to enable or limit the interviewers from viewing the candidate's previous feedback. The changes will affect only this job interview.\nI have added an external interviewer for one of my interviews. Can the user access our recruitment portal and make any changes to the interview?\nNo, the user with the \u2018External Interviewer\u2019 role cannot access the Recruitment Portal. They can only be part of the interview process through the link shared with them via email." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:FAQ- Manage Jobs \n\n #query#: When will the interviewers receive the feedback link for a specific interview?", "answer": "\nSkillate will only share the feedback link for an interview with the interviewers upon completing the scheduled interview." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Configure Job Form \n\n #query#: How to Configure Job Form?", "answer": "\nSkillate allows you to create custom job fields and create job forms. The configured form will be available to fill while creating a new requisition.\nFollow the below steps to configure the job form:\nNavigate to the\nSettings > Job Setup > Forms > Job Form. Click on New Field.\nIn the following pop-up, select the custom field from the drop-down menu.\nYou can refer to the document here to add new job fields .\nThe field title will be auto-populated upon selecting the field.\nYou can also configure dependency criteria if required.\nSelect on if the field should be displayed as a\nMandatory or Optional field or turn it OFF.\nFurther, choose if the job field should be displayed for the agency.\nIf you choose to display the field, the value entered will be available for the agency to view the job details from their respective agency portal.\nLearn more about using agency portal here . Click on Add to complete the process.\nTo get a preview of the form, click on Preview Form ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Create a New Job \n\n #query#: Who can access a job created on Skillate?", "answer": "\nUpon creating a job, you can click on\u00a0Request Approval from the job's About page\nUpon creating a job, you can click on\nRequest Approval from the job's About page to initiate the approval process. The users added to the job approval chain will receive an email to approve/decline the job.\nYou can view the status of approval as well as cancel the request from the same screen." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Understanding Hiring Team \n\n #query#: How to Understanding Hiring Team?", "answer": "\nThe hiring team feature allows defining everyone who will be part of the hiring process. These users added to the hiring team will automatically get access to the respective job.\nThis article helps you understand various terminologies used when you navigate to the Hiring Team section of a job and how to assign users to Skillate in Hiring Team. Creator:\nThe user who has created the requisition . Recruiter:\nThe user who is responsible for hiring for the requisition made. You can add only one user as a recruiter for the job. Recruiter Assistant:\nThe set of users who are part of the hiring process and the recruiter. You can add more than one recruiter assistant for the job. Hiring Manager:\nThe user who will be approving a requisition created. And they are usually put in the loop regarding the hiring status for the job. You can add only one user as a hiring manager.\nHiring Manager Assistant:\nThe set of users who should be put in the loop regarding the hiring progress. You can add more than one user as a hiring manager assistant. Hiring Collaborator:\nAny other stakeholder who should be put in the loop regarding the progress in hiring. They will get updates via email. You can add more than one user as a hiring collaborator(s) for the job.\nAdding users to various roles on Hiring Team\nNavigate to the\nJobs > select a job > About > Hiring Team.\nThe creator field will be auto-filled as per the user who has created the job.\nYou can click on\nEdit or Add provided against each role and choose the users who have to be part of the hiring team.\nUpon adding each of them, ensure that you click on Save." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Create a New Job (Taleo Integration) \n\n #query#: How to Create a New Job (Taleo Integration)?", "answer": " If you are using Skillate integration module then job creation becomes very easy. There are two methods of how jobs can be created.\u00a0 1. Automatically Synced from Taleo All the jobs created on Taleo will be automatically synced to Skillate along with their status. Any job you create or update on Taleo will also be instantaneously synced on Skillate. Skillate not only synced the job information but also it's meta information such as the assigned recruiter, hiring manager, sourcer etc.\u00a0 2. Upload Job PDF file You can export job data from Taleo and upload it on Skillate. Skillate will automatically read all the information present in the file and create a job. Skillate will also assigned hiring manager, recruiters, job owners etc by reading the information present in the PDF file.\u00a0 \u00a0 Once a job is created on Skillate you can edit them as you wish. We encourage you to edit job description and mandatory skills for the job which would help our matching engine to find the best-suited candidates.\u00a0 While editing you can use our JD analyzer to see how well your job description is written. You can find JD analyser next to the job description field in the edit job page. \u00a0 \u00a0 " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Job Hiring Plan \n\n #query#: How to Job Hiring Plan?", "answer": "\nPermission: Site Admin, Job Admin\nSkillate allows recruiters to define Hiring Plan for individual jobs as well.\nThere are multiple ways to create a Job Hiring Plan:\nWhile creating a new job, selecting will copy the exact job information including the hiring plan.\nWhile creating a new job from scratch, if there is an existing hiring plan configured in the settings page matching the department and location, it\u2019ll automatically be applied. If there is no match, the default hiring plan will get applied.\nOn top of the default configuration, you can also customize the hiring plan at the job level by adding default stages and rounds defined in the settings page, copy from an existing job or by simply creating new stages and rounds. Go to\nAdjacent to every round you get an option to configure. In each interview and feedback step, you get an option to create a set of questions which the interviewers and reviewers can fill. This helps in collecting the feedback before deciding on whether to move the candidate to the next round.\nAdjacent to every round you get an option to configure. In each interview and feedback step, you get an option to create a set of questions which the interviewers and reviewers can fill. This helps in collecting the feedback before deciding on whether to move the candidate to the next round.\nAdjacent to every round you get an option to configure. In each interview and feedback step, you get an option to create a set of questions which the interviewers and reviewers can fill. This helps in collecting the feedback before deciding on whether to move the candidate to the next round. Click , to attach the questionnaire to the round. Here, you will get an option to create a section, import from a job or import from templates.\nTo know more, check out our document on Feedback Questionnaire." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Adding Questionnaires to a Job \n\n #query#: How to Adding Questionnaires to a Job?", "answer": "\nHaving a feedback questionnaire added to a job, the interviewers or reviewers can provide ratings and feedback through this questionnaire. Skillate allows recruiters to configure Questionnaires as per the job requirement. These can be associated with a job through a hiring plan.\nIf you haven\u2019t configured the questionnaire yet, follow the steps mentioned in this article.\nFor a particular job, you can associate a feedback questionnaire from the feedback library.\nThis article helps you understand - How to add a feedback questionnaire to a job?\nAdding a feedback questionnaire to a job:\nNavigate to any\nJob > About > Hiring Plan ,\nSelect or create the stage or the round where you want to receive feedback from the interviewer. Click Configure corresponding to the round.\nIn the configuration window, scroll down to the Questionnaire section. You can add a questionnaire by any of the three methods as follows:\nCreate a new questionnaire by clicking on\nCreate a section : Learn more here .\nImport from an existing job: Click on\nImport from a job.\nSelect a job from the drop-down list and the feedback questionnaire(s) added to the respective job will be displayed.\nChoose all the required questionnaires and click on Save.\nQuestions from selected questionnaires will be added to the Questionnaire section.\nImport from Library: Click on\nImport from Library.\nSelect all the required sections from the pre-defined questionnaires and click on Import.\nSelected ones will be added to the Questionnaire section.\nA question can be of the following type\nParagraph - to collect subjective answers from the interviewers\nSingle Select - to ask in terms of yes or no\nUpload - to collect assignment submissions\nThese questions will be available to the interviewer/reviewers when they receive the invite to submit feedback." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Configure Candidate Form \n\n #query#: How to Configure Candidate Form ?", "answer": "\nPermission: Site Admin, Job Admin\nSkillate gives recruiters the flexibility to configure Candidate Form at the job level. You can define candidate form as a default hiring flow round by following steps mentioned in this page. (https://support.skillate.com/hc/en-us/articles/360055652234)\nHere\u2019s how to do it:\nNavigate to the tab in your app. Select the Job for which you wish to configure the form.\nGo to the . Here, choose/create the stage where you want to add the form, Click\nEnter the round name, choose Form from the dropdown and click .\nClick \u201cConfigure\u201d corresponding to the round added. Here, you can create sections and add questions within the sections relevant for the job. corresponding to the round added. Here, you can create sections and add questions within the sections relevant for the job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Chatbot Screening (Job Level) \n\n #query#: How to distinguish candidates as per the sources?", "answer": "\nChoosing a chatbot flow for a job\nFollow the below steps to configure and manage chatbot flow at a job level:\nNavigate to\u00a0Job > Source Candidates > Chatbot Screening. Navigate to\nJob > Source Candidates > Chatbot Screening.\nYou can choose a chatbot flow from the already configured and active chatbots.\nYou can choose a chatbot flow from the already configured and active chatbots.\nClick on\u00a0Save\u00a0to configure the chatbot for the job. Click on Save to configure the chatbot for the job.\nNote: The chatbot flow will display only the active chatbots.\nInviting candidates for chatbot screening\nOnce you have chosen a chatbot at the job level, you can invite candidates for the initial screening process.\nYou do it in\u00a0two ways.\nYou do it in two ways .\nAutomatically send a chatbot screening invite to candidates upon adding them to a job:Follow the steps below to activate chatbot auto-screening for the job:\nAutomatically send a chatbot screening invite to candidates upon adding them to a job:\nFollow the steps below to activate chatbot auto-screening for the job:\nToggle the button\u00a0ON.\nToggle the button ON .\nFrom the drop-down menu, choose the user name to be displayed on the chatbot. The name will be displayed while approaching the candidate.\nFrom the drop-down menu, choose the user name to be displayed on the chatbot. The name will be displayed while approaching the candidate.\nClick on\u00a0Save. Click on" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Configuring Scorecard (Job Level) \n\n #query#: How to Configuring Scorecard (Job Level)?", "answer": "\nOnce you have created Sections for scorecards at the organization level , you can import these to create the required scorecard at the time of creating a new job.\nHere\u2019s how you can do it: Go to\nJobs > New Job > Start from Scratch > Scorecard Stage.\nIn this stage, you will find the option to configure the sections and parameters for the scorecard.\nA scorecard with must-have skills will be auto-populated.\nYou can either import a group of sections or create new sections. Click\nImport a group of sections , choose the group, and click Create .\nThis will populate the scorecard with the desired sections and parameters. Click on New Section and you can choose from already created sections. Or choose to copy from an existing job .\nChoose the sections and click on Create Section to complete the process.\nThe selected sections will be populated on your scorecard section. Manage Scorecard\nWe have introduced Manage Scorecard in Settings > Job Setup > Hiring Plan > Choose a hiring plan > Hiring Plan details page.\nIt is available for both default and other hiring plans.\nUpon clicking on Manage Scorecard, users can import sections and groups.\nUpon clicking on Manage Scorecard, users can import sections and groups.\nPlease ensure that these sections and groups are pre-defined from Settings > Job Setup > Scorecard Configuration prior to adding it to a hiring plan.\nPlease ensure that these sections and groups are pre-defined from Settings > Job Setup > Scorecard Configuration prior to adding it to a hiring plan.\nAll the jobs with the hiring plan will get the scorecard mapped automatically.\nAll the jobs with the hiring plan will get the scorecard mapped automatically.\nHowever, the scorecard can be further edited at a job level.\nHowever, the scorecard can be further edited at a job level.\nImportant cases and outputs:\nWhile creating a new job:\nFrom Scratch \u2192 with default hiring plan \u2192 Scorecard will be copied.From Scratch \u2192 with hiring plan specific to a department or location \u2192 Scorecard will be copied.Copy from an existing job \u2192 Hiring plan from the selected job \u2192 Scorecard will not be copied.Global hiring plan \u2192 Scorecard will be copied.\nWhile creating a new job:\nFrom Scratch \u2192 with default hiring plan \u2192 Scorecard will be copied.\nFrom Scratch \u2192 with hiring plan specific to a department or location \u2192 Scorecard will be copied.\nCopy from an existing job \u2192\nHiring plan from the selected job \u2192 Scorecard will not be copied.\nGlobal hiring plan \u2192 Scorecard will be copied." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Configuring Candidate Experience Survey \n\n #query#: How to configure candidate experience survey?", "answer": "\nConfiguring Candidate Experience Survey\nFollow the below steps to configure a candidate experience survey for your organization: Navigate to\nSettings > Job Setup > Candidate Experience Survey.\nSet a number of days after which you would like to send the candidate experience survey and click on Save. Click on New Question . On the following pop-up window, add a suitable title and description.\nChoose the type of answer you prefer for the question from the drop-down.\nYou can also add dependency criteria. Implies, this question will be displayed only upon meeting the criteria requirements.\nAdditionally, select if you would like to have the question as \u201cMandatory\u201d, \u201cOptional\u201d or \u201cOff\u201d. Click on Add Question to finish the process.\nTo preview the form you have created, click on Preview Form.\nFrom a job level, you can manage the candidate experience survey.\nSetting Automated Email\nSkillate will trigger an email for sending candidate experience survey. The email for candidate experience will be triggered from Skillate. You can have personalized content for the email. For the same:\nFrom Candidate Experience Survey in Settings, navigate to Email.\nYou will find the template which is in use. These can be rephrased as required. Click on Save ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Using Email Templates \n\n #query#: What are the editing and updating options available for the email templates?", "answer": "\nAdding an Email Template\nNavigate to the\nSettings > General Configuration > Email Template. Click on New Template.\nSpecify the email template name in the following pop-up, choose a template type, and upload the template.\nUpon creating it, you can find the same listed in Email Templates.\nEditing and Managing Email Templates\nFor updating the email template on Skillate:\nNavigate to the\nSettings > General Configuration > Email Template.\nClick on the required template name in the list provided.\nFrom its details page, click on Edit.\nYou can make any changes in the Subject, Body of the email, or Attachment from this screen. Click on Update to save the changes." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Job Templates \n\n #query#: How to Job Templates?", "answer": "\nSkillate allows you to have job templates ready in prior to creating a new job. For creating job templates on Skillate, follow the below steps:\nNavigate to the\nSettings > Job Setup > Job Templates . Click on +Create .\nAdd a name for the job template. Click on Continue .\nIn the following page, choose how do you want to create the new job template from the three options. From Template:\nIn the following page, choose a department and location.\nAll the related jobs will be listed down.\nChoose a job and click on Continue .\nYou can choose the information that should be copied to the new template. And click on Continue .\nAll the selected information from the chosen job will be copied for the template. Click on\nCreate and Continue after reviewing them.\nIn the following page, you can set up the scorecard for the job.\nApart from the copied details, you can also import sections or add new sections by clicking on the respective buttons.\nAdd sample questions (if required). Click on Continue and you will find the created template in the following screen. Switch between About and Scorecard to view the respective details.\nFrom an existing job:\nIn the following page, choose a department and location.\nAll the related jobs will be listed down.\nChoose a job and click on Continue .\nYou can choose the information that should be copied to the new template. And click on Continue .\nAll the selected information from the chosen job will be copied for the template. Click on\nCreate and Continue after reviewing them.\nIn the following page, you can set up the scorecard for the job.\nApart from the copied details, you can also import sections or add new sections by clicking on the respective buttons.\nAdd sample questions (if required). Click on Continue and you will find the created template in the following screen. Switch between About and Scorecard to view the respective details.\nStart from Scratch:\nIn the following page, add the job details. Click on\nCreate and Continue.\nYou can further set up scorecard for the job by clicking on +Create or\nImporting group of sections or adding a section .\nAdd sample questions (if required). Click on Continue you will find the created template in the following screen. Switch between About and Scorecard to view the respective details.\nUpon creating the template, it will be available to use from\nSettings > Job Setup > Job Templates.\nThe same will be available to choose from while creating a new job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Jobs:Who can access a job? \n\n #query#: How to Who can access a job??", "answer": "\nAccess to a job in Skillate depends on the user role, hiring team, groups, and teams. Let's take a look at it in detail.\nBefore we jump into the details, here are the terminologies that you will need to be familiar with:\n\nWhenever a new user is added to the Skillate, they are assigned any of the following user roles:\n1. Site Admin\n2. Job Admin\n3. Employee\n4. External Interviewer\n5. Hiring Manager\nLearn more about adding users\n\nHiring Team: You can add a set of users to its hiring team for every job. The user who has created the job will be added as the job creator and cannot be removed from the hiring team. Learn more.\n\nGroups: You can create groups based on specific office location-department-grade combinations. You can create a job specifically for office location-department-grade combination. Learn more.\n\nTeams: You can define teams with a team manager and team members. These can be named after actual teams that are in use within your organization. Learn more. (https://help.skillate.com/support/solutions/articles/82000880020-add-and-manage-users) (https://help.skillate.com/support/solutions/articles/82000478798-understanding-hiring-team) (https://help.skillate.com/support/solutions/articles/82000880020-add-and-manage-users) (https://help.skillate.com/support/solutions/articles/82000880024-creating-teams)\nSuppose you have created a job. The job will be accessible to: You - being the creator of the job.\nAll the members of the hiring team . (For editing a hiring team, navigate to respective job > About > Hiring Team)\nAll the members of the specific group . (Only if a group has been defined from the\nSettings > Users > Groups with the same location-department-grade combination as that of the job) A team manager can view all the team members' jobs where they have been added as part of the job hiring team. (For creating teams, navigate to the Settings > Users > Teams)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What is the candidate pipeline in Skillate, and where do I view it?", "answer": "\nCandidate Pipeline in Skillate provides recruiters with a better understanding of the status of the candidate(s) for the respective job. It is a vertical panel on the job\u2019s\u00a0About\u00a0page.\u00a0It summarizes the number of candidates on each milestone and the split of the total number of applications received, duplicates, and unique applications from them. (https://help.skillate.com/en/support/solutions/articles/82000478800)\nCandidate Pipeline in Skillate provides recruiters with a better understanding of the status of the candidate(s) for the respective job. It is a vertical panel on the job\u2019s\u00a0About\u00a0page.\u00a0It summarizes the number of candidates on each milestone and the split of the total number of applications received, duplicates, and unique applications from them. (https://help.skillate.com/en/support/solutions/articles/82000478800)\nCandidate Pipeline in Skillate provides recruiters with a better understanding of the status of the candidate(s) for the respective job. It is a vertical panel on the job\u2019s (https://help.skillate.com/en/support/solutions/articles/82000478800) About page .\nIt summarizes the number of candidates on each milestone and the split of the total number of applications received, duplicates, and unique applications from them." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What are the methods by which an employee can refer a candidate?", "answer": "\nAn employee can refer a candidate for a job or without mentioning a job from the employee portal. Skillate will add the resume to the talent pool in the latter case.\nAn employee can refer a candidate for a job or without mentioning a job from the employee portal. Skillate will add the resume to the talent pool in the latter case.\nWhy can\u2019t I find the job in the referral drop-down list?You can navigate to the respective\u00a0job\u2019s details > Source Candidates > Referral\u00a0and check if the\u00a0referral is toggled ON.\nWhy can\u2019t I find the job in the referral drop-down list?You can navigate to the respective\u00a0job\u2019s details > Source Candidates > Referral\u00a0and check if the\u00a0referral is toggled ON." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: Why can\u2019t I find the job in the referral drop-down list?", "answer": "\nYou can navigate to the respective job\u2019s details > Source Candidates > Referral and check if the referral is toggled ON .\nCan I refer a candidate without a job and later assign them to a job?When you refer a candidate without a job, Skillate will add them to your organization's talent pool. The candidate can be assigned to a job later. (https://help.skillate.com/support/solutions/articles/82000478804-employee-referral-#Referring-without-a-specific-job%3A)\nCan I refer a candidate without a job and later assign them to a job?When you refer a candidate without a job, Skillate will add them to your organization's talent pool. The candidate can be assigned to a job later. (https://help.skillate.com/support/solutions/articles/82000478804-employee-referral-#Referring-without-a-specific-job%3A)\nCan I refer a candidate without a job and later assign them to a job?\nWhen you refer a candidate without a job, Skillate will add them to your organization's talent pool. The candidate can be assigned to a job later. (https://help.skillate.com/support/solutions/articles/82000478804-employee-referral-#Referring-without-a-specific-job%3A)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: How does Skillate AI label the referred candidate?", "answer": "\nDuplicate check:\u00a0Any referral made, if it already exists on the database, will have a tag Duplicate against the respective candidate name.\nDuplicate check:\u00a0Any referral made, if it already exists on the database, will have a tag Duplicate against the respective candidate name. Duplicate check:\nAny referral made, if it already exists on the database, will have a tag Duplicate against the respective candidate name.\nApplication Status:\u00a0The referrer can log in to the employee portal to view the referral status.\nApplication Status:\u00a0The referrer can log in to the employee portal to view the referral status. Application Status:\nThe referrer can log in to the employee portal to view the referral status.\nAI disqualification:\u00a0Any referral which doesn't cut the threshold matching score will be visible to the referrer as disqualified. This can avoid confusion about the candidate's eligibility for the job and follow-ups on the candidate's status.\nAI disqualification:\u00a0Any referral which doesn't cut the threshold matching score will be visible to the referrer as disqualified. This can avoid confusion about the candidate's eligibility for the job and follow-ups on the candidate's status. AI disqualification:\nAny referral which doesn't cut the threshold matching score will be visible to the referrer as disqualified. This can avoid confusion about the candidate's eligibility for the job and follow-ups on the candidate's status.\nWhy should I use Resume Mailbox?Suppose you have a resume in your mailbox. Instead of downloading and uploading it to Skillate, you can forward it to the job-specific resume mailbox address.\nWhy should I use Resume Mailbox?Suppose you have a resume in your mailbox. Instead of downloading and uploading it to Skillate, you can forward it to the job-specific resume mailbox address." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: Why should I use Resume Mailbox?", "answer": "\nSuppose you have a resume in your mailbox. Instead of downloading and uploading it to Skillate, you can forward it to the job-specific resume mailbox address.\nSkillate will automatically credit the source to the email address from which it is forwarded. Learn more about Resume Mailbox in Skillate. (https://help.skillate.com/en/support/solutions/articles/82000478805)\nSkillate will automatically credit the source to the email address from which it is forwarded. Learn more about Resume Mailbox in Skillate. (https://help.skillate.com/en/support/solutions/articles/82000478805)\nSkillate will automatically credit the source to the email address from which it is forwarded. Learn more about Resume Mailbox in Skillate. (https://help.skillate.com/en/support/solutions/articles/82000478805)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: How to install Skillate Hire to my chrome?", "answer": "\nNavigate to\u00a0Chrome Web Store\u00a0and search for Skillate.\nNavigate to\u00a0Chrome Web Store\u00a0and search for Skillate. Navigate to\nChrome Web Store and search for Skillate.\nYou will find\u00a0Skillate Hire.\nYou will find\u00a0Skillate Hire.\nYou will find Skillate Hire.\nClick on\u00a0Add to chrome.\nClick on\u00a0Add to chrome. Click on\nAdd to chrome.\nOnce installed, you will have\u00a0the Skillate Hire extension added\u00a0on the top right of the page, next to your profile. (https://help.skillate.com/en/support/solutions/articles/82000815575)\nOnce installed, you will have\u00a0the Skillate Hire extension added\u00a0on the top right of the page, next to your profile. (https://help.skillate.com/en/support/solutions/articles/82000815575)\nOnce installed, you will have the Skillate Hire extension added (https://help.skillate.com/en/support/solutions/articles/82000815575) on the top right of the page, next to your profile.\nCan I use the \u2018Skillate Hire\u2019 chrome extension without a Skillate account?No, you will need an active Skillate account.\nCan I use the \u2018Skillate Hire\u2019 chrome extension without a Skillate account?No, you will need an active Skillate account.\nCan I use the \u2018Skillate Hire\u2019 chrome extension without a Skillate account?\nNo, you will need an active Skillate account.\nWhere can I find the candidates added via the Skillate Hire?\nWhere can I find the candidates added via the Skillate Hire?\nWhere can I find the candidates added via the Skillate Hire?\nWhen you click on\u00a0'view profile' from the extension, you will be redirected to your\u00a0Skillate account. You will find all available information- resume, contact information, work experience, etc. captured and mapped to respective fields within the product. (https://help.skillate.com/support/solutions/articles/82000815575-skillate-hire-google-chrome-extension#View-candidates-added-using-)\nWhen you click on\u00a0'view profile' from the extension, you will be redirected to your\u00a0Skillate account. You will find all available information- resume, contact information, work experience, etc. captured and mapped to respective fields within the product. (https://help.skillate.com/support/solutions/articles/82000815575-skillate-hire-google-chrome-extension#View-candidates-added-using-)\nWhen you click on 'view profile' from the extension (https://help.skillate.com/support/solutions/articles/82000815575-skillate-hire-google-chrome-extension#View-candidates-added-using-) , you will be redirected to your Skillate account . You will find all available information- resume, contact information, work experience, etc. captured and mapped to respective fields within the product.\nTo\u00a0view a candidate (added using the extension)\u00a0from the respective\u00a0job details\u00a0page, follow the below steps:\nTo\u00a0view a candidate (added using the extension)\u00a0from the respective\u00a0job details\u00a0page, follow the below steps: To view a candidate (added using the extension) from the respective job details page, follow the below steps:\nNavigate to\u00a0Jobs\u00a0and\u00a0select the job\u00a0to which you have added these candidates.\nNavigate to\u00a0Jobs\u00a0and\u00a0select the job\u00a0to which you have added these candidates. Navigate to Jobs and select the job to which you have added these candidates.\nFrom the job details page, click on\u00a0Candidates.\nFrom the job details page, click on\u00a0Candidates.\nFrom the job details page, click on Candidates .\nYou can\u00a0view all the candidates sourced through the extension,\u00a0added to the first stage of your hiring process.\nYou can\u00a0view all the candidates sourced through the extension,\u00a0added to the first stage of your hiring process. You can view all the candidates sourced through the extension, added to the first stage of your hiring process." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What are the various job board integrations available in Skillate?", "answer": "\nWe have integrated with iimjobs, Naukri, Monster, LinkedIn, JobsForHer, and Indeed. Learn more about enabling and using these job boards here. (https://help.skillate.com/support/solutions/articles/82000478806-job-boards)\nWe have integrated with iimjobs, Naukri, Monster, LinkedIn, JobsForHer, and Indeed. Learn more about enabling and using these job boards here. (https://help.skillate.com/support/solutions/articles/82000478806-job-boards)\nWe have integrated with iimjobs, Naukri, Monster, LinkedIn, JobsForHer, and Indeed. Learn more about enabling and using these job boards here. (https://help.skillate.com/support/solutions/articles/82000478806-job-boards)\nWhy can\u2019t I find a specific job board from job details > source candidates > job boards?You can navigate to the\u00a0Settings > Sourcing Configuration > Job Boards\u00a0and check if you have enabled the integration with the specific job board. (https://help.skillate.com/support/solutions/articles/82000478806-job-boards#Enabling-Job-Boards)\nWhy can\u2019t I find a specific job board from job details > source candidates > job boards?You can navigate to the\u00a0Settings > Sourcing Configuration > Job Boards\u00a0and check if you have enabled the integration with the specific job board. (https://help.skillate.com/support/solutions/articles/82000478806-job-boards#Enabling-Job-Boards)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: Why can\u2019t I find a specific job board from job details > source candidates > job boards?", "answer": "\nYou can navigate to the\nSettings > Sourcing Configuration > Job Boards and check if you have enabled the integration with the specific job board. (https://help.skillate.com/support/solutions/articles/82000478806-job-boards#Enabling-Job-Boards)\nWhat are the various formats in which candidates can be bulk imported to Skillate?You can import candidates directly from a spreadsheet in the CSV or Excel formats and add them to Skillate.\nWhat are the various formats in which candidates can be bulk imported to Skillate?You can import candidates directly from a spreadsheet in the CSV or Excel formats and add them to Skillate." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What are the various formats in which candidates can be bulk imported to Skillate?", "answer": "\nYou can import candidates directly from a spreadsheet in the CSV or Excel formats and add them to Skillate.\nWhat are the various columns that I can have in the spreadsheet while bulk importing candidates?- Name- Email- Phone Number- Referred by- Resume TextIf resume text is not present, you can include the following:\nWhat are the various columns that I can have in the spreadsheet while bulk importing candidates?- Name- Email- Phone Number- Referred by- Resume TextIf resume text is not present, you can include the following:" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What are the various columns that I can have in the spreadsheet while bulk importing candidates?", "answer": " - Name- Email- Phone Number- Referred by- Resume TextIf resume text is not present, you can include the following: Current Position Current Position Current Position Company, Company, Company,\nYears of Experience\nYears of Experience\nYears of Experience Recent College Recent College Recent College Degree. Degree. Degree.\nHow do I enable chatbot auto-screening, and why should I use this feature?Chatbot screening saves your hiring time by capturing candidates' details like notice period, relocation, relieving letter, etc., and checking if they meet the minimum criteria for the job requisition.You can navigate to a\u00a0job details page > Source Candidates > Chatbot Screening, choose a chatbot and you will find an option to\u00a0toggle the button ON for Autoscreening. (https://help.skillate.com/en/support/solutions/articles/82000478808)\nHow do I enable chatbot auto-screening, and why should I use this feature?Chatbot screening saves your hiring time by capturing candidates' details like notice period, relocation, relieving letter, etc., and checking if they meet the minimum criteria for the job requisition.You can navigate to a\u00a0job details page > Source Candidates > Chatbot Screening, choose a chatbot and you will find an option to\u00a0toggle the button ON for Autoscreening. (https://help.skillate.com/en/support/solutions/articles/82000478808)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: How do I enable chatbot auto-screening, and why should I use this feature?", "answer": "\nChatbot screening saves your hiring time by capturing candidates' details like notice period, relocation, relieving letter, etc., and checking if they meet the minimum criteria for the job requisition.You can navigate to a job details page > Source Candidates > Chatbot Screening , choose a chatbot and you will find an option to toggle the button ON for Autoscreening. (https://help.skillate.com/en/support/solutions/articles/82000478808)\nHow do I invite candidates in bulk for chatbot screening?You can navigate to a\u00a0job details page > Source Candidates > Chatbot Screening, choose a chatbot, and find an option to\u00a0bulk invite candidates. (https://help.skillate.com/support/solutions/articles/82000478808-auto-screening-bulk-invite#Bulk-Invite)\nHow do I invite candidates in bulk for chatbot screening?You can navigate to a\u00a0job details page > Source Candidates > Chatbot Screening, choose a chatbot, and find an option to\u00a0bulk invite candidates. (https://help.skillate.com/support/solutions/articles/82000478808-auto-screening-bulk-invite#Bulk-Invite)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: How do I invite candidates in bulk for chatbot screening?", "answer": "\nYou can navigate to a job details page > Source Candidates > Chatbot Screening , choose a chatbot, and find an option to bulk invite candidates. (https://help.skillate.com/support/solutions/articles/82000478808-auto-screening-bulk-invite#Bulk-Invite)\nCan I have only eligible candidates apply for a job via IJP?Yes, you can set eligibility criteria for IJP at a job level. This ensures that only those employees who satisfy the defined criteria can apply for the job via IJP. (https://help.skillate.com/support/solutions/articles/82000478809-internal-job-posting-ijp-#Publishing-a-job-on-IJP)\nCan I have only eligible candidates apply for a job via IJP?Yes, you can set eligibility criteria for IJP at a job level. This ensures that only those employees who satisfy the defined criteria can apply for the job via IJP. (https://help.skillate.com/support/solutions/articles/82000478809-internal-job-posting-ijp-#Publishing-a-job-on-IJP)\nCan I have only eligible candidates apply for a job via IJP?\nYes, you can set eligibility criteria for IJP at a job level. This ensures that only those employees who satisfy the defined criteria can apply for the job via IJP. (https://help.skillate.com/support/solutions/articles/82000478809-internal-job-posting-ijp-#Publishing-a-job-on-IJP)\nCan I have custom questionnaires set for IJP at a specific job level?Yes, you can navigate the\u00a0job details page > Source Candidates > Application Questions\u00a0and set up a questionnaire from the Internal Job Posting tab. (https://help.skillate.com/support/solutions/articles/82000478780-custom-application-fields)\nCan I have custom questionnaires set for IJP at a specific job level?Yes, you can navigate the\u00a0job details page > Source Candidates > Application Questions\u00a0and set up a questionnaire from the Internal Job Posting tab. (https://help.skillate.com/support/solutions/articles/82000478780-custom-application-fields)\nCan I have custom questionnaires set for IJP at a specific job level?\nYes, you can navigate the job details page > Source Candidates > Application Questions (https://help.skillate.com/support/solutions/articles/82000478780-custom-application-fields) and set up a questionnaire from the Internal Job Posting tab.\nWhat is the expiration date of a job in IJP?Beyond the defined expiry date, employees cannot apply for the job.\nWhat is the expiration date of a job in IJP?Beyond the defined expiry date, employees cannot apply for the job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What is the expiration date of a job in IJP?", "answer": "\nBeyond the defined expiry date, employees cannot apply for the job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: How do I view the candidates whose source is IJP?", "answer": "\nNavigate to the\u00a0Job > Candidates.\nNavigate to the\u00a0Job > Candidates.\nNavigate to the\nJob > Candidates .\nOn the left panel, click on the filter:\u00a0Source.\nOn the left panel, click on the filter:\u00a0Source.\nOn the left panel, click on the filter: Source .\nIn the dropdown menu, choose\u00a0Internal. Those candidate profiles received from IJP will be listed for you.\nIn the dropdown menu, choose\u00a0Internal. Those candidate profiles received from IJP will be listed for you.\nIn the dropdown menu, choose Internal . Those candidate profiles received from IJP will be listed for you.\nHow do I find the GA code and use it to track traffic to my careers page?You can refer to the\u00a0help guide here\u00a0to find the GA code for your careers page. (https://support.google.com/analytics/answer/9539598)\nHow do I find the GA code and use it to track traffic to my careers page?You can refer to the\u00a0help guide here\u00a0to find the GA code for your careers page. (https://support.google.com/analytics/answer/9539598)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: How do I find the GA code and use it to track traffic to my careers page?", "answer": "\nYou can refer to the help guide here to find the GA code for your careers page.\nWhat happens when I blacklist a candidate in Skillate?By blacklisting any candidate, the respective candidate will be automatically unassigned from jobs (if assigned already).\u00a0If the candidate doesn't have any job assigned, the respective candidate will not be displayed for assigning any future jobs. (https://help.skillate.com/en/support/solutions/articles/82000882568)\nWhat happens when I blacklist a candidate in Skillate?By blacklisting any candidate, the respective candidate will be automatically unassigned from jobs (if assigned already).\u00a0If the candidate doesn't have any job assigned, the respective candidate will not be displayed for assigning any future jobs. (https://help.skillate.com/en/support/solutions/articles/82000882568)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What happens when I blacklist a candidate in Skillate?", "answer": "\nBy blacklisting any candidate, the respective candidate will be automatically unassigned from jobs (if assigned already). (https://help.skillate.com/en/support/solutions/articles/82000882568)\nIf the candidate doesn't have any job assigned, the respective candidate will not be displayed for assigning any future jobs.\nWhy are tags used?Tags help you to group candidates and find them easily when associated with a job.\nWhy are tags used?Tags help you to group candidates and find them easily when associated with a job.\nWhy are tags used?Tags help you to group candidates and find them easily when associated with a job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: Why are tags used?", "answer": "\nTags help you to group candidates and find them easily when associated with a job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:FAQ- Source Candidates \n\n #query#: What does each of the sub-sources stand for in Skillate?", "answer": "\nUploaded:\u00a0it is an open field where you can have the resume source kept customized.\nUploaded:\u00a0it is an open field where you can have the resume source kept customized.\nUploaded:\u00a0it is an open field where you can have the resume source kept customized. Uploaded: it is an open field where you can have the resume source kept customized.\nReferral:\u00a0The same can be chosen here if you have received the resume via referral.\nReferral:\u00a0The same can be chosen here if you have received the resume via referral. Referral:\nThe same can be chosen here if you have received the resume via referral.\nJob Portal:\u00a0If you have sourced the resume via any job boards. From the sub-source, you can select the job board.\nJob Portal:\u00a0If you have sourced the resume via any job boards. From the sub-source, you can select the job board. Job Portal:\nIf you have sourced the resume via any job boards. From the sub-source, you can select the job board.\nSocial Media:\u00a0If you have found the resume from any social media channel.\nSocial Media:\u00a0If you have found the resume from any social media channel. Social Media:\nIf you have found the resume from any social media channel.\nCampus:\u00a0If you have sourced the resume while on a campus drive, choose this option. And in the sub-source, you can mention the source name.\nCampus:\u00a0If you have sourced the resume while on a campus drive, choose this option. And in the sub-source, you can mention the source name. Campus:\nIf you have sourced the resume while on a campus drive, choose this option. And in the sub-source, you can mention the source name.\nWalk-in:\u00a0if the candidate's resume was received while on a walk-in-interview.\nWalk-in:\u00a0if the candidate's resume was received while on a walk-in-interview. Walk-in: if the candidate's resume was received while on a walk-in-interview. 24. How do I move candidates added to a closed job to talent pool? 24. How do I move candidates added to a closed job to talent pool?\nWhen you close or cancel a job, you will find the option to \"Make active candidates inactive\" from the job details page. Click on it to move all candidates who were not selected for the job to your talent pool." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Skillate Hire Chrome Extension \n\n #query#: How to Skillate Hire Chrome Extension?", "answer": " extension helps the recruiter to source candidates from Linkedin or Naukri.com for a particular job in a click of a button. Here\u2019s how to use it: Go to Chrome Webstore , type in the search box. Once it shows the extension, click .\nOnce it is added to your chrome browser\u2019s extensions, pin it to onto your screen to see its icon. Now, click on the Skillate Hire extension icon and log in your Skillate credentials.\nGo to Linkedin, visit any candidate\u2019s profile. Once you click on Skillate extension, the candidate\u2019s details are automatically fetched. Click on and choose the job in which you want to add the candidate and click . Once you click save, the candidate will be sourced to that particular job in Skillate. Click on \u201d in the extension window to view the candidate\u2019s profile on the app. . , candidate\u2019s details will be reflected in that particular job. , clicking on the extension will give you the list of all candidates that can be simply selected to any particular job. You can check the boxes corresponding to the candidates or click to source the candidates. and the same will be sourced to that particular job in the app. Click on \u201d to see it in the Skillate app.\nYou can Source multiple candidates at once from the list of candidates or visit any candidate\u2019s profile and then source it via the extension." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Candidate Pipeline \n\n #query#: How to Candidate Pipeline?", "answer": "\nCandidate Pipeline in Skillate provides recruiters a better understanding of the status of the candidate(s) for the respective job. The objective is to better track and manage the workflow of the hiring plan for each candidate added to the job.\nThose milestones which are configured in the hiring plan will be listed as part of the candidate pipeline.\nViewing Candidate Pipeline\nWhen you assign a hiring plan for a job, the milestones in the hiring plan are captured to the Candidate Pipeline for that job.\nIt is a vertical panel on the job\u2019s About page .\nIt summarizes the number of candidates on each milestone, along with the split of total applications received, duplicate and unique applications from them.\nFollow the below steps to view the candidate pipeline for a particular job: Navigate to\nJobs > Select a job. Go to Overview . You can find a detailed view of the number of candidates. The Pipeline tasks represent the action pending on the assigned candidates. Click View all corresponding to the task. This will take to the list of candidates for whom the action is pending." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Careers Page \n\n #query#: How to Careers Page?", "answer": " You can invite candidates to apply through Skillate's in product career page. Typically the link to this career page is YourCompanyName.skillate.com which is open for everyone. To post a job on this page go to Job Name > Source Candidates > Career Page and Sharing In this page you'll see career page section. Selecting yes will make the job available on the careers page. Any candidate can find and apply to this job.\u00a0 You can also choose to mark this job as important. It will be visible as hot jobs to candidates and also recruiters internally as important.\u00a0 If you wish to see how this job looks, just copy the sharing link and open it.\u00a0 " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Candidate Source and Ownership\u00a0 \n\n #query#: How to Candidate Source and Ownership\u00a0?", "answer": "\nSkillate defines the candidate source and its ownership for every candidate at the time it is added in the app. The purpose of this document is to clearly define the source and the owner of each candidate.\nOwnership here means who currently has the custody of a candidate, i.e. if a candidate gets hired who it should be credited with.\nThere are three owner types for a candidate: Organization Employee Agency\nEvery time a new candidate is added in Skillate, the source determines which owner type it belongs to. If it\u2019s a new candidate and it has come through an employee(referral) or agency source, the ownership will be accredited to the respective employee and agency. For the remaining sources, the ownership lies with the organization.\nEach of these owners can have custody of the candidate for a limited period of time. This ownership time duration is called \u201cCool-off Period\u201d.\nEach organization can have a customizes cool-off period for the owners, as per its requirement.\nAs soon as ownership is assumed the cool-off period is started. Once the cool-off period reaches its end, the ownership is marked as expired. Now the new ownership assignment follows first come first serve logic:\nIf the organization (recruiters of the organization) takes any action on the candidate (except adding them as a referral), the organization becomes its new owner. While If the agency or employee refers the candidate, they become the owner of the candidates.\nNote: After the expiry of the Cool-off Period, if the candidate is selected, the initial owner will not be credited with its ownership. Go to . To see the source trail, click .\nThe source trail window will show the candidate\u2019s ownership, source/sub source, medium/sub medium and job in chronological order.\nA candidate can be added in a job through multiple sources at any point in time. Candidate\u2019s source is independent of its ownership.\nFor example, an employee can ask a recruiter to a candidate as his/her referral in the app or a candidate is added to a job through resume mailbox, maybe as a referral. In such cases, it can be difficult to decide on the source as referral or resume mailbox.\nFor such probable cases, we have a concept of source and medium. In this case, the source will be resume mailbox but the medium will be referral.\nNote: How the resume came means medium: route; What is the origin means source: origin Sources have and Medium has\nSo taking the above example: : Resume Mailbox : Mailbox ID : Referral : Mail Sender\u2019s Name/Email\nThe following table gives all possible scenarios for determining the source and medium of a candidate: Uploaded Uploader ID None None\nAdded through Screening Chatbot\nInvite Sender ID None None Career Page Direct Direct None\nDropdown - Talent Pool Talent Pool None Referral Referrer ID Direct None Uploaded User dropdown Referral Link None Resume Mailbox Sender's ID None None Agency Agency ID Direct None Uploaded User dropdown\nAdded from another job Adder ID None None Email Sync Email ID None None\nImported from spreadsheet Importer ID None None\nImported from drive sync Drive ID None None\nMoved from another job Mover ID None None\nAdded from the Talent Pool Adder ID None None\nInternal Job Posting None None None Job Boards\nJob Board Name Direct None Uploaded None Career page None web extension\nUser Dropdown (Extension user)/ Sender's ID searchable dropdown Social Media\nSocial Media Name Career page None Uploaded User List Web extension\nUser List (Extension user) Resume Mailbox\nSender's ID searchable dropdown Campus Hiring Campus Name None None Walk-in campaigns Campaign Name None None" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Manual Upload \n\n #query#: How to Manual Upload?", "answer": " You can upload candidates manually to the Skillate by login as a Job Admin or Site Admin. There are two methods 1. Login>Click on \"Upload\" button 2. Login>Select a job>Click on \"Upload\" button. In first method candidate will be added to the app without any job and in second case candidate will be added to the job in which you clicked the upload button.\u00a0 Once clicked a modal will open where you can drag or drop multiple resume files You can also choose to attribute resume(s) source by selecting the source dropdown. Selected source and subsource will be considered as the original source of the candidate. " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Sourcing from Taleo \n\n #query#: How to Sourcing from Taleo?", "answer": " If you are using Skillate Integration Module then there are three ways you can sync candidates on Skillate. 1. Automatically Synced from Taleo Skillate will automatically pull candidate information and resume from Taleo and assign them a matching score.\u00a0 2. Forward candidate PDF file When you export candidate information on Taleo you receive their information on your email address. In this email, you'll have a candidate information file and a resume file. To source these candidates on Skillate we have created a feature which greatly simplifies the process. Simply forward this email to an email assigned to your organization. Skillate will automatically read the resume and candidate information and map them in their respective jobs.\u00a0 To know your organization specific email address please contact support@skillate.com \u00a0 \u00a0 Note : Once a candidate is moved to offer stage in Skillate, the candidate status will be automatically updated on your Taleo instance. You can take the candidate to onboarding process on Taleo from here.\u00a0\u00a0 " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Employee Referral \n\n #query#: What are the different methods in which one can use the referral feature?", "answer": "\nEnabling job referral\nFollow the steps below to enable job referral:\nNavigate to the\nJobs > Job Name > Source Candidates > Career Page and Referral.\nToggle the button ON provided for Referral.\nUpon doing so, a shareable referral link is generated. Click on Copy to copy it to the clipboard. You can share it with candidates and when they apply through the link, it will be considered as your referral.\nVarious methods of adding an employee referral\nWhen you have the employee referral enabled for a job, the upload button will be visible for employees to add a referral.\nMethod 1: Referring a candidate from a specific job page Method 1:\nFor referring a candidate to a specific job , click on the +Add Referral button provided on the\nJobs > Job Name page on the top right corner of the screen." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Resume mailbox \n\n #query#: How to Resume mailbox?", "answer": "\nSuppose you have a resume in your mailbox, you don't have to download and upload them on the portal. There is an easier way.\nYou can accomplish the same task by simply forwarding that email to job-specific resume mailbox.\nSkillate will automatically credit the source to be the email ID from which it has been forwarded and if that email id is also a user on the skillate, we'll credit that user as the source of the candidate.\nFollow the steps below to fetch the email address for sharing resumes: Navigate to\nJobs > Job Name > Source Candidates > Career Page and Referral. Click on Copy and you can forward the resume to the email address.\nThe shared resume will be automatically added to the respective job opening .\nYou can also do the same task for the general mailbox by simply forwarding that email containing your resume to the email address available on the overview page. 1. Navigate to the Overview page. Scroll down to the section shown below. 2. Click on the\u00a0email address to copy and send your resume. 2. Click on the email address to copy and send your resume. 3. The shared resume will be automatically\u00a0added\u00a0to the\u00a0Talent pool. 3. The shared resume will be automatically\u00a0added\u00a0to the\u00a0Talent pool. 3. The shared resume will be automatically added to the Talent pool ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Skillate Hire: Google Chrome Extension \n\n #query#: How to use Skillate Hire?", "answer": "\nInstalling \u2018Skillate Hire\u2019\nFollow the below steps to install the chrome extension:\nNavigate to Chrome Web Store and search for Skillate.\nYou will find Skillate Hire. Click on\nAdd to chrome.\nOnce installed, you will have the Skillate Hire extension added on the top right of the page, next to your profile.\nUsing \u2018Skillate Hire\u2019\nSkillate provides different platform options. You can choose from the platform type with which you are integrated: Skillate, Successfactors, or Taleo and start adding candidates to the job.\nSkillate provides different platform options. You can choose from the platform type with which you are integrated: Skillate, Successfactors, or Taleo and start adding candidates to the job.\nOnce logged in, we have got the instructions ready for you on \u2018how to add candidates using this extension?\u2019\nAdding candidates from LinkedIn\nIf you come across any potential candidate(s) on LinkedIn, follow these steps to extract the respective candidate details to add to your Skillate account:\nClick on the extension by staying on the candidate profile.\nChoose a job from the list of jobs on Skillate. You can further filter the list of jobs that have been assigned to you by checking on the check-box. Hit Save and complete the process. Click on Visit Profile to view the profile in Skillate or else, proceed to close the extension.\nAdding candidates from Naukri\nIf you come across any potential candidate(s) on Naukri, follow these steps to extract the respective candidate details to add to your Skillate account:\nNavigate to RMS > All Profiles.\nClick on the extension by staying on the candidate list page. OR" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:External Agencies \n\n #query#: How to External Agencies?", "answer": " Few points\nAdvantages of Skillate agency portal" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Bulk Import Candidates from Spreadsheet \n\n #query#: How to Bulk Import Candidates from Spreadsheet?", "answer": "\nYou can import candidates directly from a spreadsheet in the\nCSV or Excel\u00a0formats and add them to Skillate. This is frequently useful when you are using a different ATS or maintaining data on a\u00a0spreadsheet.\nCSV or Excel\u00a0formats and add them to Skillate. This is frequently useful when you are using a different ATS or maintaining data on a\u00a0spreadsheet.\nCSV or Excel formats and add them to Skillate. This is frequently useful when you are using a different ATS or maintaining data on a spreadsheet.\nFollow the below step to get started with the bulk import of candidates from a spreadsheet:\nFollow the below step to get started with the bulk import of candidates from a spreadsheet:\nFollow the below step to get started with the bulk import of candidates from a spreadsheet:\nNavigate to the\u00a0Settings > Sourcing Configuration > Bulk Import Candidates.Note:\u00a0Make sure your spreadsheet has the following information about the candidate.\nNavigate to the\u00a0Settings > Sourcing Configuration > Bulk Import Candidates.Note:\u00a0Make sure your spreadsheet has the following information about the candidate.\nNavigate to the\nSettings > Sourcing Configuration > Bulk Import Candidates. Note:\nMake sure your spreadsheet has the following information about the candidate. Name Name Name Email Email Email Phone Number Phone Number Phone Number\nResume TextIf resume text is not present you can include the following:\nResume TextIf resume text is not present you can include the following:\nResume TextIf resume text is not present you can include the following: Current Position Current Position Current Position Company, Company, Company,\nYears of Experience\nYears of Experience\nYears of Experience Recent College Recent College Recent College\nDegree.Each of these fields should be represented as a column in your spreadsheet.\nDegree.Each of these fields should be represented as a column in your spreadsheet. Degree.\nEach of these fields should be represented as a column in your spreadsheet.\nClick on\u00a0Bulk Import Candidates\u00a0and you can choose a file to upload from the following pop-up screen.\nClick on\u00a0Bulk Import Candidates\u00a0and you can choose a file to upload from the following pop-up screen. Click on\nBulk Import Candidates and you can choose a file to upload from the following pop-up screen.\nUpon selecting the file, you can view the file name on the Skillate.\u00a0Click on\u00a0Continue\u00a0to proceed with the process.\nUpon selecting the file, you can view the file name on the Skillate.\u00a0Click on\u00a0Continue\u00a0to proceed with the process.\nUpon selecting the file, you can view the file name on the Skillate. Click on Continue to proceed with the process.\nFrom\u00a0Attach to Job,\u00a0you can easily map these candidates to an existing active job.\u00a0Choose a job from the drop-down menu for the same.\nFrom\u00a0Attach to Job,\u00a0you can easily map these candidates to an existing active job.\u00a0Choose a job from the drop-down menu for the same. From\nAttach to Job, you can easily map these candidates to an existing active job.\nChoose a job from the drop-down menu for the same.\nYou can proceed without mapping the candidates to a job too.\nYou can proceed without mapping the candidates to a job too.\nYou can proceed without mapping the candidates to a job too.\nFrom\u00a0Map Columns, you can simply choose the column from which the data should be mapped to the existing fields on Skillate.For example: For the Candidate Name on Skillate, you will have to choose from the drop-down menu of the column headers from the spreadsheet. The system reads the column headers and gets them listed for you here.\nFrom\u00a0Map Columns, you can simply choose the column from which the data should be mapped to the existing fields on Skillate.For example: For the Candidate Name on Skillate, you will have to choose from the drop-down menu of the column headers from the spreadsheet. The system reads the column headers and gets them listed for you here. From Map Columns , you can simply choose the column from which the data should be mapped to the existing fields on Skillate.\nFor example: For the Candidate Name on Skillate, you will have to choose from the drop-down menu of the column headers from the spreadsheet. The system reads the column headers and gets them listed for you here.\nUpon selecting the column header on the spreadsheet, the corresponding\u00a0column number and details\u00a0in the column are mapped automatically in no time.\nUpon selecting the column header on the spreadsheet, the corresponding\u00a0column number and details\u00a0in the column are mapped automatically in no time.\nUpon selecting the column header on the spreadsheet, the corresponding column number and details in the column are mapped automatically in no time.\nWhen you complete mapping the fields, click on\u00a0Start Importing.\nWhen you complete mapping the fields, click on\u00a0Start Importing.\nWhen you complete mapping the fields, click on Start Importing.\nThe candidate details will be added to Skillate within a few minutes." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Auto Screening & Bulk Invite \n\n #query#: How to Auto Screening & Bulk Invite?", "answer": "\nAuto Screening feature in Skillate allows recruiters to automate the chatbot screening process by sending out the chatbot invite to candidates as soon as they are added to the job.\nAs for the Bulk Invite feature, it lets recruiters send chatbot screening invites to a large number of candidates in a single go.\nEnabling Auto Screening\nFor enabling auto screening for chatbot, navigate to the\nJob > Source Candidates > Chatbot Screening > Chatbot Screen Configuration .\nToggle the button ON for\nTurn On Auto Screening . Bulk Invite\nFor inviting candidates in bulk for chatbot screening, follow the below steps:\nNavigate to the\nJob > Source Candidates > Chatbot Screening > Bulk Invite. Click on\nSelect and Invite.\nIn the following pop-up, you will have to choose the set of candidates you would like to send the bulk invite from the drop-down menu.\nYou will have two options to choose from: - invite those candidates who are in the screen stage of the job - invite those candidates who are not added to the job, but match the job.\nIn either of the above cases, you can choose the number of matching candidates to send the bulk invite. Click on Send Invite to complete the process.\nAll the candidates matching the criteria will receive a link for chatbot screening via email and SMS with the link for chatbot screening." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Internal Job Posting (IJP) \n\n #query#: How can someone apply for a job from IJP?", "answer": "\nConfiguring and Managing IJP\nBefore configuring IJP for your organization, please ensure that you have created the necessary custom fields for the application. If not, please refer to the document here to get started with creating custom application fields.\nUpon adding necessary custom fields: Navigate to\nSettings > Sourcing Configuration > Internal Job Posting. From the\nInternal Job Policy tab, you can upload your organization\u2019s internal job hiring policy. The same will be available to view for employees while accessing IJP.It can be updated anytime from the same page. Go to Configuration and you can get the candidate application form ready.\nSetting up a candidate application form for IJP Click on New Field, if you want to add a new field to the application form.\nIn the following pop-up screen, you can select the application field from the drop-down list.\nAdd a field name (which will be visible on the application).\nFurther, you can define dependency criteria for the application field. By adding this, the above-mentioned field will be visible only upon satisfying the criteria. Click on Remove Dependency for removing the condition.\nChoose if you want the field to be Mandatory, Optional, or Off on IJP." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Sync Mailbox \n\n #query#: How to Sync Mailbox?", "answer": " In some cases, a company uses a single email id to collect all resume. Examples of such IDs could be career@acme.com, jobs@acme.com or recruitment@acme.com.\u00a0 At Skillate you can directly sync these mailboxes so all incoming resume will be imported to Skillate directly. Note, as of now we only provide Gmail and Outlook based sync and you need to have the account credentials for the ID you want to sync.\u00a0 To use this feature go to settings>link email Select a method to login Authorize the account you want to sync Select the sync start date (this is the date from where Skillate will start syncing the mailbox emails which contains resume) " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Configuring GA Code \n\n #query#: How to Configuring GA Code?", "answer": "\nIt is important that you keep track of your career page traffic. Having GA Code added to your Skillate configured careers page allows you to keep track of the page views and conversions right from your Google Analytics Dashboard." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Blacklist Candidates \n\n #query#: How to Blacklist Candidates?", "answer": "\nBy blacklisting any candidate, the respective candidate will be automatically unassigned from jobs (if assigned already). In case the candidate doesn't have any job assigned, the respective candidate will not be displayed for assigning to any job.\nThis article will help you understand: How to blacklist candidates? How to edit and delete the list of blacklisted candidates?\nFollow the below steps to blacklist candidate(s) on Skillate, Navigate to\nSettings > General Configuration > Blacklist . Click on Add .\nIn the following pop-up, you will have to manually enter the\u00a0email address and\u00a0phone number\u00a0of the candidate(s) who must be blacklisted.\nYou can additionally add comments for future reference.\nYou can click on Add a new row to add more candidates to the list .\nRepeat the step to add more candidates.\nUpon adding the candidates' list, click Submit to complete the process.\nAll the candidates added to the blacklist will be listed at\nSettings > General Configuration > Blacklist. Also, the respective candidate profile will have Blacklisted added." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Upload Resume \n\n #query#: How to Upload Resume?", "answer": "\nSkillate allows you to upload candidate resumes to Skillate sourced from various sources. You can further choose a source and even select a sub-source.\nFollow the below steps to upload a candidate resume:\nNavigate to the Candidates. Click on Upload.\nYou can choose a source from the list of sources. Uploaded: it is an open field where you can have the resume source kept customized. Referral:\nIf you have received the resume via referral, the same can be chosen here. Job Portal:\nIf you haves sourced the resume via any of the job boards. From the sub-source, you can select the job board. Social Media:\nIf you have found the resume from any of the social media channel. Campus:\nIf you have sourced the resume while on a campus drive, choose for this option. And in the sub-source you can mention the source name. Walk-in: if the candidate's resume was received while on a walk-in interview. Click on Browse , drag and drop the resume to upload the file. You can add tags to the resumes that you have uploaded. These help in filtering out resumes from the Candidates module. Note: Click on Manage Tags to add any new tags to the list. Click on Start Upload to complete the process." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Job Board Feed \n\n #query#: How to Job Board Feed?", "answer": "\nIf you are using\u00a0Indeed, LinkedIn, Naukri, or JobsForHer\u00a0to source candidates for jobs, Skillate has enabled a job board feed.\nIf you are using\nIndeed, LinkedIn, Naukri, or JobsForHer to source candidates for jobs, Skillate has enabled a job board feed.\nUsing Skillate\u2019s Job Board Feed API, you can publish\u00a0all the jobs on the careers page\u00a0to any job boards mentioned above.\nUsing Skillate\u2019s Job Board Feed API, you can publish all the jobs on the careers page to any job boards mentioned above.\nSkillate will generate an\nXML job feed for every job listing on the careers page. A job board also has some specifications related to the style and the format of the feeds they can process. After matching it with Skillate\u2019s feed, the job board republishes the feed on its portal.\nThen, at regular intervals, the job board runs a scan for any changes made in the XML job feed from Skillate.\nAny changes made for the job on Skillate are reflected in the job posting on the job board.\nThe XML files thus help job boards simultaneously update every job listing on their portal.\nSkillate API for Job Board Feed\nAll you need to do is: use the below Skillate API in any of the four job boards as required.\nYour careers page sub-domain will replace the {careers-page-sub-domain}\u00a0and job board name-indeed, naukri, linkedin or jobsforher will replace the {careers-page-sub-domain} and job board name-indeed, naukri, linkedin or jobsforher will replace the {job-board}. Response Format\nWhen you call this API from the job board, the response will be in the format below:" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Add Candidates to a Job \n\n #query#: How to Add Candidates to a Job?", "answer": "\nYou can add candidates to a job in various methods while using Skillate. Here, we have consolidated all these methods into broad three categories, namely: Import Candidates (#1.-Import-Candidates)\nAdd Candidates Manually (#2.-Add-Candidates-Manually) Others\nThe below methods allow you to import candidates to a job other than conventional methods. Click on the link icon to learn more about the respective method. Resume Mailbox Resume Mailbox |\u00a0Skillate Hire\u00a0| (https://help.skillate.com/en/support/solutions/articles/82000815575) | Skillate Hire (https://help.skillate.com/en/support/solutions/articles/82000815575) |\nBulk Import from Spreadsheet\nBulk Import from Spreadsheet Talent Pool:\nYou can move candidates already in the talent pool to a job.\nNavigate to the\u00a0job > candidates and find all the available candidates in the talent pool.\nClick on Add to this job\u00a0provided below the respective candidate details.\nUpload Button: You can click on Upload button from within a job details page and upload a candidate resume. The uploaded profile will be automatically added to the job. (https://help.skillate.com/en/support/solutions/articles/82000882569) Upload button\nAdd Referral Button: You can click on Add Referral\u00a0to upload candidate resumes to a particular job or without specific jobs. (https://help.skillate.com/support/solutions/articles/82000478804-employee-referral-#Various-methods-of-adding-an-employee-referral) Add Referral\nMove from another job: Navigate to a candidate who has been part of a job already. If you wish to move the respective candidate to another job:\nNavigate to the candidate card or candidate details page.\nClick on the More options (three dots)\u00a0and find an option to Add/Move Candidate to Other Job.\nYou can choose if you would like to move the candidate by retaining the details in the former job or otherwise. Job Boards:\nYou can enable\u00a0job board integrations from the Settings and source candidates. (https://help.skillate.com/en/support/solutions/articles/82000478806) job board integrations\nIJP: You can a job for internal applications from the Source Candidates\u00a0inside a job. Please note that IJP is an add-on feature. (https://help.skillate.com/en/support/solutions/articles/82000478809) IJP\nCareers Page: Once you have the careers page\u00a0configured\u00a0for your organization, you can publish the job with a click. (https://help.skillate.com/en/support/solutions/articles/82000883490) careers page\nNavigate to Source Candidates\u00a0in the respective job.\nToggle the button ON provided against Publish this job on your career page.\nEmployee Referral: You can enable referral for a job from the Source Candidates > Careers Page & Referral. (https://help.skillate.com/support/solutions/articles/82000478804-employee-referral-#Method-1%3A-Referring-a-candidate-from-a-specific-job-page) enable referral\nJob-Wise Referral Link: You can generate job-wise shareable links and share them across your known ones or via social media.\nNavigate to the Overview.\nSelect the job from the Referral Link section to generate its shareable link.\nClick on Copy Link\u00a0to copy the link to your clipboard. OFF" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Source Candidates:Onboarding Module \n\n #query#: How does the Onboarding module benefit your organization?", "answer": "\nEnhances the onboarding experience for New Hires\nEnhances the onboarding experience for New Hires\nReduces the hassle of manual onboarding processes.\nReduces the hassle of manual onboarding processes.\nHelp you keep new hires engaged till day one.\nHelp you keep new hires engaged till day one.\nOrganizes and Simplifies the Paperwork.\nOrganizes and Simplifies the Paperwork.\nIncreases employees'/recruiters' productivity by giving them ample time to focus on other core projects.\nIncreases employees'/recruiters' productivity by giving them ample time to focus on other core projects. \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ [A] How to setup the Onboarding plan [A] How to setup the Onboarding plan\nThe Onboarding Plan under Settings is where you configure the onboarding module. Here, you can define what touchpoints the candidates should receive and which employee should own a particular step within the onboarding. You will also need to specify for which department or location an onboarding plan is applicable so that every candidate getting hired in those departments or locations gets mapped to a particular onboarding plan. [1]. Navigate to Settings>Onboarding Plan . Click\nCreate New Plan. [2]. Fill in the name of the Plan. Click Create. [3]. Once created, the plan will be in Draft Stage. [4]. Click the name of the plan to add steps and customize it.\nYou can view the Onboarding steps and Criteria tabs\nYou can view the Onboarding steps and Criteria tabs" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Hiring Plan \n\n #query#: How to Hiring Plan ?", "answer": " In Skillate you can take a candidate through multiple defined stages before finally rolling out offer letter and marking them as Hired.\u00a0 Here's how candidate lifecycle works 1. Screen Stage - Any candidate sourced directly or added to a job is by default added screen stage of that job.\u00a0 2. Interview Stages - These are stages defined by recruiters where a candidate can be moved to once they clear screen stage.\u00a0 3. Offer stage - once candidate clears all stages they can be moved to the offer stage where recruiters can compose offer letter and roll it out.\u00a0 4. Hired - Once a candidate accepts an offer you can mark the candidate as hired and it will stop showing up in other jobs.\u00a0 5. Rejected/On Hold - At any point of Screen, interview or offer stage candidate can be moved rejected or on hold status in that stage. \u00a0 Note: A candidate can be active in one interview stage of only one job at a time, while they can be active in screen stage of multiple jobs. Similarly, a candidate is on hold in the only job at a time.\u00a0 You can still move a candidate to an active interview stage of a different job but that will make them inactive in the previous interview stage.\u00a0 You can configure hiring plan at global level here\u00a0and also customize them at job level here.\u00a0 " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: How do I reject a hired candidate?", "answer": "\nYou will have to un-hire the candidate first to reject the candidate for the job\nYou will have to un-hire the candidate first to reject the candidate for the job\nYou will have to un-hire the candidate first to reject the candidate for the job\nIs there a limit to how many candidate resumes I can upload?\nIs there a limit to how many candidate resumes I can upload?\nIs there a limit to how many candidate resumes I can upload?\nThere is no limit to the number of resumes you can upload. However, the resume shouldn't have more than 12 pages.\nThere is no limit to the number of resumes you can upload. However, the resume shouldn't have more than 12 pages.\nThere is no limit to the number of resumes you can upload. However, the resume shouldn't have more than 12 pages." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: How do I access various Forms?", "answer": "\nAll the forms: Job Forms, Internal Forms, and Candidate Forms can be accessed from Settings > Job Setup > Forms. (https://help.skillate.com/support/solutions/articles/82000888960-one-stop-for-all-forms-)\nAll the forms: Job Forms, Internal Forms, and Candidate Forms can be accessed from Settings > Job Setup > Forms. (https://help.skillate.com/support/solutions/articles/82000888960-one-stop-for-all-forms-)\nAll the forms: Job Forms, Internal Forms, and Candidate Forms can be accessed from Settings > Job Setup > Forms. (https://help.skillate.com/support/solutions/articles/82000888960-one-stop-for-all-forms-)\nWhat are the different ways in which I can schedule an interview?You can either schedule the interview manually or via chatbot. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews)\nWhat are the different ways in which I can schedule an interview?You can either schedule the interview manually or via chatbot. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: What are the different ways in which I can schedule an interview?", "answer": "\nYou can either schedule the interview manually or via chatbot. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews)\nCan candidates choose a date and time slot for their interview?Yes, if the interview scheduling is done via chatbot- they can choose a suitable date and time from the available slots provided by the interviewers. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews#Candidate-Availability-via-Chatbot)\nCan candidates choose a date and time slot for their interview?Yes, if the interview scheduling is done via chatbot- they can choose a suitable date and time from the available slots provided by the interviewers. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews#Candidate-Availability-via-Chatbot)\nCan candidates choose a date and time slot for their interview?\nYes, if the interview scheduling is done via chatbot- they can choose a suitable date and time from the available slots provided by the interviewers. (https://help.skillate.com/support/solutions/articles/82000478813-scheduling-interviews#Candidate-Availability-via-Chatbot)\nHow do I view the submitted candidate form?You can navigate to the candidate details page to view the submitted candidate form in the respective job. Additionally, Skillate will notify the hiring team via email upon a candidate submits a candidate form.\nHow do I view the submitted candidate form?You can navigate to the candidate details page to view the submitted candidate form in the respective job. Additionally, Skillate will notify the hiring team via email upon a candidate submits a candidate form." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: How do I view the submitted candidate form?", "answer": "\nYou can navigate to the candidate details page to view the submitted candidate form in the respective job. Additionally, Skillate will notify the hiring team via email upon a candidate submits a candidate form.\nWhy should I schedule an interview in a shared calendar?Shared calendars enable your team to maintain a centralized scheduling system so that authorized members of your team can schedule, reschedule, and delete a single calendar. (https://help.skillate.com/support/solutions/articles/82000478815-scheduling-interviews-via-google-meet)\nWhy should I schedule an interview in a shared calendar?Shared calendars enable your team to maintain a centralized scheduling system so that authorized members of your team can schedule, reschedule, and delete a single calendar. (https://help.skillate.com/support/solutions/articles/82000478815-scheduling-interviews-via-google-meet)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: Why should I schedule an interview in a shared calendar?", "answer": "\nShared calendars enable your team to maintain a centralized scheduling system so that authorized members of your team can schedule, reschedule, and delete a single calendar. (https://help.skillate.com/support/solutions/articles/82000478815-scheduling-interviews-via-google-meet)\nWhat are the various calendar integrations available?From Skillate, you can choose from available Google, Microsoft, or Default calendars.\nWhat are the various calendar integrations available?From Skillate, you can choose from available Google, Microsoft, or Default calendars." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: What are the various calendar integrations available?", "answer": "\nFrom Skillate, you can choose from available Google, Microsoft, or Default calendars.\nHow do I configure rejection emails?Navigate to the\u00a0Jobs > Candidates > Required Candidate Details Page, and click the\u00a0rejection\u00a0button. Select a reason for rejection from the drop-down list provided or add a new reason.\nHow do I configure rejection emails?Navigate to the\u00a0Jobs > Candidates > Required Candidate Details Page, and click the\u00a0rejection\u00a0button. Select a reason for rejection from the drop-down list provided or add a new reason." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: How do I configure rejection emails?", "answer": "\nNavigate to the\nJobs > Candidates > Required Candidate Details Page , and click the rejection button. Select a reason for rejection from the drop-down list provided or add a new reason.\nCheck the box for\u00a0Send Rejection Email. (https://help.skillate.com/en/support/solutions/articles/82000478819)\nCheck the box for\u00a0Send Rejection Email. (https://help.skillate.com/en/support/solutions/articles/82000478819)\nCheck the box for\nSend Rejection Email (https://help.skillate.com/en/support/solutions/articles/82000478819) .\nFrom\u00a0and\u00a0To\u00a0will be auto-filled.\nFrom\u00a0and\u00a0To\u00a0will be auto-filled. From and To will be auto-filled.\nChoose a template\u00a0from the drop-down list or add a custom message.\nChoose a template\u00a0from the drop-down list or add a custom message.\nChoose a template from the drop-down list or add a custom message.\nClick on\u00a0Reject.\nClick on\u00a0Reject. Click on Reject .\nWhen can I mark a candidate as \u2018Hired\u2019?A candidate in the Offer stage of a job can be marked as Hired. From a candidate details page of a job, you will have the option to mark them as Hired.\nWhen can I mark a candidate as \u2018Hired\u2019?A candidate in the Offer stage of a job can be marked as Hired. From a candidate details page of a job, you will have the option to mark them as Hired." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: When can I mark a candidate as \u2018Hired\u2019?", "answer": "\nA candidate in the Offer stage of a job can be marked as Hired. From a candidate details page of a job, you will have the option to mark them as Hired.\nHow do I fetch the Mercer | Mettl API keys for enabling the integration?You may contact your Mercer | Mettl account manager to request the API keys to your account.\u00a0If you do not hold a Mercer | Mettl account,\u00a0click here\u00a0to reach out to Mercer | Mettl team. (https://mettl.com/partners/skillate?utm_source=direct&utm_medium=website)\nHow do I fetch the Mercer | Mettl API keys for enabling the integration?You may contact your Mercer | Mettl account manager to request the API keys to your account.\u00a0If you do not hold a Mercer | Mettl account,\u00a0click here\u00a0to reach out to Mercer | Mettl team. (https://mettl.com/partners/skillate?utm_source=direct&utm_medium=website)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: How do I fetch the Mercer | Mettl API keys for enabling the integration?", "answer": "\nYou may contact your Mercer | Mettl account manager to request the API keys to your account.\nIf you do not hold a Mercer | Mettl account, click here to reach out to Mercer | Mettl team.\nHow can the candidate access the test generated in Mercer | Mettl, and sent via Skillate?The respective candidate will receive an email triggered from Mercer | Mettl with the selected test (from the Skillate platform). They can click on the\u00a0Start Test\u00a0to begin their online assessment.\nHow can the candidate access the test generated in Mercer | Mettl, and sent via Skillate?The respective candidate will receive an email triggered from Mercer | Mettl with the selected test (from the Skillate platform). They can click on the\u00a0Start Test\u00a0to begin their online assessment." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: How can the candidate access the test generated in Mercer | Mettl, and sent via Skillate?", "answer": "\nThe respective candidate will receive an email triggered from Mercer | Mettl with the selected test (from the Skillate platform). They can click on the Start Test to begin their online assessment." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: How do I invite candidates to take an online assessment via Mercer | Mettl?", "answer": "\nNavigate to the candidate who is in the assessment stage.\nNavigate to the candidate who is in the assessment stage.\nNavigate to the candidate who is in the assessment stage.\nClick on Send a test to the candidate.\nClick on Send a test to the candidate.\nClick on Send a test to the candidate.\nEnter the candidate's email address in the following pop-up, and the respective candidate will receive the assessment link.\nEnter the candidate's email address in the following pop-up, and the respective candidate will receive the assessment link.\nEnter the candidate's email address in the following pop-up, and the respective candidate will receive the assessment link.\nCan I download a copy of the Mercer | Mettl scorecard?Yes, you can get the scorecard either via email or from the candidate card.\nCan I download a copy of the Mercer | Mettl scorecard?Yes, you can get the scorecard either via email or from the candidate card.\nCan I download a copy of the Mercer | Mettl scorecard?\nYes, you can get the scorecard either via email or from the candidate card." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: Why did the candidate receive an email without the link to the candidate form?", "answer": "\nIt can be because the placeholder for the form link may be missing.\nIt can be because the placeholder for the form link may be missing.\nIt can be because the placeholder for the form link may be missing.\nSuppose a user is part of the shared calendar but not added to the interview. Can they update or cancel the interview?\nSuppose a user is part of the shared calendar but not added to the interview. Can they update or cancel the interview?\nSuppose a user is part of the shared calendar but not added to the interview. Can they update or cancel the interview?\nWhen you schedule an interview for a candidate, the users in the shared calendar with \"Make changes and manage sharing\" permission can edit & delete the interview from Skillate. (https://help.skillate.com/support/solutions/articles/82000478815-scheduling-interviews-via-google-meet)\nWhen you schedule an interview for a candidate, the users in the shared calendar with \"Make changes and manage sharing\" permission can edit & delete the interview from Skillate. (https://help.skillate.com/support/solutions/articles/82000478815-scheduling-interviews-via-google-meet)\nWhen you schedule an interview for a candidate, the users in the shared calendar with \"Make changes and manage sharing\" permission can edit & delete the interview from Skillate. (https://help.skillate.com/support/solutions/articles/82000478815-scheduling-interviews-via-google-meet)\nIf users are part of the shared calendar but not added to the interview, they can still update or cancel the interview. (Depending on their job accessibility).\nIf users are part of the shared calendar but not added to the interview, they can still update or cancel the interview. (Depending on their job accessibility).\nIf users are part of the shared calendar but not added to the interview, they can still update or cancel the interview. (Depending on their job accessibility)." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:FAQ- Manage Candidates \n\n #query#: Who will be the host for an interview scheduled via Zoom?", "answer": "\nBy default, the first user added as the interviewer will be considered the host for the zoom meeting. (https://help.skillate.com/support/solutions/articles/82000880039-scheduling-interviews-via-zoom-integration)\nBy default, the first user added as the interviewer will be considered the host for the zoom meeting. (https://help.skillate.com/support/solutions/articles/82000880039-scheduling-interviews-via-zoom-integration)\nBy default, the first user added as the interviewer will be considered the host for the zoom meeting. (https://help.skillate.com/support/solutions/articles/82000880039-scheduling-interviews-via-zoom-integration)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Scheduling Interviews \n\n #query#: How can interviewers and candidates mark their availability for the interview?", "answer": "\nScheduling an Interview\nNavigate to the job\u2019s details page and then to Candidates.\nSelect the candidate who is in the Interview stage of your hiring process.\nGo to their details page and click on Schedule Interview provided in\nJobs > Stages.\nSelect how would you like to schedule the interview from the two options provided. Schedule Manually :\nSelect this approach if you wish to schedule the interview manually for the candidate. You will have to set a time for the interview, invite interviewers and later confirm the time with the candidate as well.\nFill in the details as required. Choose a Meeting Mode from the drop-down menu. - You can schedule an interview at a specific location or an online interview via Google Meet or Microsoft Teams . - You will be asked to Sign in with Google\u00a0or Sign in with Microsoft on your first interview scheduling.\nYou can configure the candidate confirmation email from the same page. Review the details that are pre-filled for you.\nEnsure that you add the conference link placeholder in the candidate confirmation email.\nAdditionally, add job details and organization details to your email by checking the boxes provided.\nAdd attachments, if any.\nSchedule using Chatbot" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Configuring Candidate Form \n\n #query#: How to configure a candidate form in Skillate?", "answer": "\nYou can configure the candidate forms for a particular stage in the hiring plan. Before creating a candidate form, you will need all the necessary custom fields defined from the\nSettings > General Configuration > Custom Fields . Learn more: Custom Fields | \u00a0H iring plan .\nConfigure Candidate Form\nThe candidate form configuration essentially has 3 Steps:\nCreating a new candidate form\nAdding sections and questions\nAdding candidate form to the job hiring plan\nFollow the steps below each section to get started with your candidate form configuration. 1.Create a new candidate form\nThe form configuration is moved from the hiring plan to\nSettings > Job Setup > Forms > Candidate Forms. Click on +Create New.\nEnter a candidate form name in the following pop-up and click on Save .\nThe new form will be listed within Candidate Forms. 2. Add Sections and Questions to Candidate Form\nClick on the form name from the\nSettings > Job Setup > Forms > Candidate Forms. Click on +Create new section , enter a section name, and click on" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:View Submitted Candidate Form \n\n #query#: How to View Submitted Candidate Form?", "answer": "\nOnce the candidate form is created and configured (https://help.skillate.com/support/solutions/articles/82000478784-configuring-candidate-form) in the hiring plan, it can be sent out by users with permission on the job.\nOnce the candidate has filled up the form, you can view the data in either of the two ways provided below: Visiting the respective job > Candidates > Stage. Click on View Details provided against Candidate Submitted.\nThe hiring team will receive an email as soon as the candidate submits the form." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:How to edit a form? (Job/Internal/Candidate Forms) \n\n #query#: What are the different ways to edit forms?", "answer": "\nFrom the Settings\nFor editing any of the forms:\nNavigate to the\nSettings > Job Setup > Forms .\nGo to the required form tab: Job Form , Internal Form , or Candidate Form .\nFrom the Hiring Plan\nFor editing any of the forms (Candidate Form or Internal Form):\nNavigate to a Job\u2019s About page and then to the Hiring Plan. Click on Configure against the form that you need to edit.\nView Selected Form.\nYou will be redirected to the respective form in the Settings.\nBelow are the parameters you can edit from a Job Form, Internal Form, and Candidate Form.\nFrom the Job Forms tab in Settings, you can:\nAdd fields to the existing job:\nYou can click on New Field and add a new form to your existing job form.Note:\u00a0You can choose the job field only from already defined custom job fields.\u00a0Learn more about Job Fields here. (https://help.skillate.com/en/support/solutions/articles/82000478779)\nEdit/Delete an existing field:\nYou can click on the" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Skillate Advance Filters \n\n #query#: How to Skillate Advance Filters?", "answer": " There are tons of filters you can use to arrive at the best-suited candidates in screen stage. Got to Job Name>candidates>Screen Tab Leaving the last three i.e. Name, email and, phone. All other filters re-run the AI matching engine and re-order the list of candidates. For example, if you enter skills to be Java developer, the candidate with more experience in Java will come at the top. One other special filter is \"Sort by overall score\" filter. In this case, you can choose to define how much weight you want to give to individual scores i.e. education score, skill score and experience score, in the overall score calculation. This way you depending on the job you can find the right set of candidates from the list. \u00a0 " }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Candidate Experience Survey \n\n #query#: How to Candidate Experience Survey?", "answer": "\nAfter the form is created, you need to edit the email content that will contain the survey form by going to the\u00a0Email tab. This email will be sent to the candidates after they were rejected or hired in a job.\nNote: It's important to include {{candidate_feedback_url}} placeholder in the email, otherwise you won't be able to capture the feedback." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Interview Settings \n\n #query#: How to Interview Settings?", "answer": " \u2605 \u2605\nThe Interview Settings tab allows you to configure your Interview Email Subject Lines at a global level. With this feature, you can add or modify your interview subject lines, and the system will utilize these subject lines when sending the respective emails.\nThe Interview Settings tab allows you to configure your Interview Email Subject Lines at a global level. With this feature, you can add or modify your interview subject lines, and the system will utilize these subject lines when sending the respective emails.\nYou can access this feature from\u00a0Settings > General Settings > Interview Settings tab.\nYou can access this feature from\u00a0Settings > General Settings > Interview Settings tab.\nYou can access this feature from\nSettings > General Settings > Interview Settings tab. \u2605 \u2605\nThis is a permission-based feature. All Site Admins will be given access to view and make any changes by default.\nHowever, to enable the same for any other roles, please get in touch with the solutions team at solutions@skillate.com \u2605 \u2605\nThe feature currently supports the following scenarios: Interview Event: the email subject line for the scheduled interview Interview Feedback: the email subject line for email with interview details and feedback link sent to the panel members. It is triggered upon scheduling the interview. Interview Collaborator: the email subject line for the scheduled interview email will be sent to the interview collaborator.\nInterview Feedback Reminder:\nAfter: the email subject line for email requesting the interviewers to submit feedback on the candidate upon completion of the interview.\nInterview Feedback Reminder:\nBefore: the email subject line for email requesting the interviewers to submit feedback on the candidate upon completion of the interview. It will be sent just before the scheduled interview. Review: the email subject line with feedback form, specific to a feedback round \u2605 \u2605\nTo set up an email subject line: [1] Navigate to the\nSettings > General Configurations > Interview Settings . [2] Click on the Edit icon beside the required scenario. [3] Enter the subject line and click on the Placeholders to select required placeholders for the subject line. If you click on the\u00a0Placeholders, you will get a pop-up with all the placeholders available in the system.\nIf you click on the Placeholders , you will get a pop-up with all the placeholders available in the system. [4] Click Save to apply the changes. [5] Upon saving, it will be applied globally for the organization. Thus, whenever someone schedules an interview, it will pick up the subject lines as configured here.\nThis way, we can ensure that there is consistency in the emails that are being triggered from Skillate while scheduling an interview." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Scheduling Interviews via Google Meet \n\n #query#: How to schedule interviews using shared calendar in Google?", "answer": "\nFollow the below steps to set up your interview on Google Meet via Skillate.\nNavigate to Jobs, select a job for which you would like to schedule an interview. Go to\nCandidates > Interview > Interview Stage . Click on Schedule Interview . Choose for Schedule Manually .\nAdd users to the interviewers\u2019 list, choose a date and time, time zone. In the Meeting Mode , choose Google Meet .You will be asked to sign in using Google if it is the first time that you are scheduling the interview.\nOnce signed in, the calendar for selected users will be automatically synced to Skillate\u2019s google calendar interface.\nYou can choose if the users should be present on call by choosing from the drop-down of Required or Optional .\nNote:\u00a0The candidate\u2019s profile will be added and availability will be in the disabled state. Note:\nThe candidate\u2019s profile will be added and availability will be in the disabled state.\nFurther,\u00a0external interviewers\u00a0and\u00a0collaborators\u00a0can be added. You can add any external email address for an external interviewer. However, collaborators should be from within the organization and a Skillate user. Further, external interviewers and" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Scheduling Interviews via Microsoft Teams \n\n #query#: How to set up a confirmation email from the interview scheduling page itself?", "answer": "\nFollow the below steps to set up your interview on Microsoft Teams via Skillate. Navigate to Jobs , select a job for which you would like to schedule an interview. Go to\nCandidates > Interview > Interview Stage . Click on Schedule Interview . Choose for Schedule Manually .\nAdd users to the interviewers\u2019 list, choose a date and time, time zone. In the Meeting Mode , choose Microsoft Teams .\nYou will be asked to sign in using Microsoft if it is the first time that you are scheduling the interview.\nOnce signed in, the calendar for the selected users will be automatically synced to Skillate\u2019s Microsoft calendar interface.\nNote: You\u00a0cannot view the calendar of both external interviewers and collaborators.\nNote: You\u00a0cannot view the calendar of both external interviewers and collaborators.\nNote: You\u00a0cannot view the calendar of both external interviewers and collaborators. Add Comments if any.\nYou can also choose to send interview confirmation" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Scheduling Interviews via Zoom Integration \n\n #query#: How to set up a confirmation email from the interview scheduling page itself?", "answer": "\nEnabling Zoom Integration\nFor enabling Zoom integration for your organization, follow the below steps:\nNavigate to the\nSettings > General Configuration > Integration. Click on Connect provided against Zoom.\nYou will be taken to the Zoom sign-in page. Enter the credentials to log in.\nUpon doing that, the Integration will be updated as Connected.\nScheduling Interview Manually\nFor scheduling an interview manually from Skillate, follow steps 1 to 4 from this help guide.\nFurther, follow the below steps: Choose Zoom from Meeting Mode.\nYou can configure the candidate confirmation email from the same page. Review the details that are pre-filled for you.\nEnsure that you add the conference link placeholder in the candidate confirmation email.\nAdditionally, add job details and organization details to your email by checking on the boxes provided.\nAdd attachments, if any.\nScheduling Interview via Chatbot\nFollow the steps provided in\nScheduling Interview using Chatbot in this help guide. Ensure that you select" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Collecting Feedback \n\n #query#: How to add interview feedback from a candidate card?", "answer": "\nMethods of collecting feedback\nYou can collect interview feedback in any of the following ways on Skillate:\nInterview feedback \u00a0submitted via the link on the interview schedule email\nCreating a feedback round from a job hiring plan\nFeedback submitted from candidate form\nSending separate feedback request email\nFrom the interview schedule email:\nUpon you schedule an interview, an email is sent to the hiring manager. The email contains a CTA which is linked to the respective candidate\u2019s interview feedback form.\nLearn more about configuring feedback form here. (https://help.skillate.com/support/solutions/articles/82000478786-configuring-feedback-questionnaire)\nFeedback round from job hiring plan:\nYou can create a feedback round separately from a job\u2019s hiring plan (Jobs > About > Hiring Plan > Hiring Plan Setup ). Click on Configure to have the feedback round configured for the job. Learn more. (https://skillate.freshdesk.com/support/solutions/articles/82000877897-hiring-plan-an-overview#Rounds)\nFrom candidate card:\nBy navigating to the job > candidates > candidate card , you submit feedback for a candidate. Click on +Add Feedback .\nThe following pop-up allows you to add your feedback for the respective candidate\u2019s interview. Collecting feedback:\nBy navigating to the job > candidates > candidate card" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Rejected, On Hold and Hired \n\n #query#: When and how to mark a candidate as Hired?", "answer": "\nRejected or On Hold\nTo mark a candidate who has been assigned to a job as Rejected or On hold, follow the below steps:\nNavigate to the respective Job details page > Candidates.\nNavigate to the respective Job details page > Candidates.\nSelect from any of the listed candidates.\nSelect from any of the listed candidates.\nOn the following page, you will have options for rejecting or moving the candidate to On hold.\nYou can configure for \u2018Rejection\u2019 and \u2018On hold\u2019 reasons from Skillate. These will be listed upon you click on either of the two buttons provided. (refer to the screenshot above)\nIn case, if you can\u2019t find the reason from the list. You can always add a reason by staying on the same page.\nIn case, if you can\u2019t find the reason from the list. You can always add a reason by staying on the same page.\nClick on\u00a0+Create a new rejection reason or +Create a reason for on hold. Click on +Create a new rejection reason or +Create a reason for on hold.\nAdd a title. It will be better to have a short and direct reason as a title.\nAdd a title. It will be better to have a short and direct reason as a title. Click on Click on Add.\nConfiguring Automated Rejection Email\nWhen you are rejecting a candidate profile for a job, upon choosing a reason for the rejection- you can choose to send an email.\nSelect a reason for rejection from the drop-down list provided or add a new reason.\nSelect a reason for rejection from the drop-down list provided or add a new reason.\nCheck the box for\u00a0Send Rejection Email.\nCheck the box for\nSend Rejection Email.\nFrom and To will be auto-filled.\nFrom and To will be auto-filled.\nChoose a template from the drop-down list or add a custom message.\nChoose a template from the drop-down list or add a custom message." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Custom Filters \n\n #query#: How to Custom Filters?", "answer": "\nYou might be familiar with custom Application fields in Skillate. It allows you to create various forms and fetch candidate details while sourcing them.\nTo filter the sourced candidates (Talent Pool and Candidates in Screen Stage) based on these custom (application) field values, you can use these custom filters.\nWhich custom application field types can be added as a candidate custom filter?\nCustom application fields of the following types can be added as a custom filter:\nWhich custom application field types can be added as a candidate custom filter?\nSingle line text\nSingle line text Paragraph Paragraph Single select Yes/No Date Number\nValue in currency\nSingle user select\nEnable Custom Filters\nNavigate to the\nSettings > General Configuration > Custom Fields > Application Fields . Create a new custom application field or click on Edit for an existing custom field.\nCheck the box \u2018Add to custom filters\u2019 .\nWhere to find Custom Filters?\nWhere to find Custom Filters?\nIf you check the boxes for\u00a0both Candidate link and Custom filter\u00a0\u2192 The field will be displayed on\u00a0both the Candidates tab and Candidate tab inside a job\u00a0(for \u2018Screen\u2019 and \u2018Talent Pool\u2019)\nIf you check the boxes for\u00a0both Candidate link and Custom filter\u00a0\u2192 The field will be displayed on\u00a0both the Candidates tab and Candidate tab inside a job\u00a0(for \u2018Screen\u2019 and \u2018Talent Pool\u2019)\nIf you check the boxes for both Candidate link and Custom filter \u2192 The field will be displayed on both the Candidates tab and Candidate tab inside a job (for \u2018Screen\u2019 and \u2018Talent Pool\u2019)\nIf you check the box for\u00a0only Custom filter\u00a0\u2192 the field will be displayed\u00a0only in the Candidates tab inside a job\u00a0(for \u2018Screen\u2019 only).\nLearn more\u00a0about adding fields to Candidate card. (https://help.skillate.com/support/solutions/articles/82000478784-configuring-candidate-form#Adding-custom-fields%C2%A0)\nIf you check the box for\u00a0only Custom filter\u00a0\u2192 the field will be displayed\u00a0only in the Candidates tab inside a job\u00a0(for \u2018Screen\u2019 only).\nLearn more (https://help.skillate.com/support/solutions/articles/82000478784-configuring-candidate-form#Adding-custom-fields%C2%A0)\nIf you check the box for only Custom filter \u2192 the field will be displayed only in the Candidates tab inside a job (for \u2018Screen\u2019 only). Learn more about adding fields to Candidate card.\nUse Custom Filters\nYou can set filters based on the custom application field type from the Custom Filters. Below are the essential criteria you can use for filters:\nSingle line text : You can enter the exact text or keyword to filter out the candidates based on their responses. These are not case-sensitive. Paragraph : You can enter the exact paragraph text\u00a0to filter out the candidates based on their responses. These are not case-sensitive. Single select : You can select the single select response\u00a0from the drop-down menu. Based on the responses chosen and candidate responses, candidates will be filtered. Yes/No : You can select Yes or No from the drop-down menu. Based on the responses chosen and candidate responses, candidates will be filtered. Date : You can set a specific date or a range of dates to filter out the candidates based on their responses. Number : You can set a specific number or a number range to filter out the candidates based on their responses.\nValue in currency : You can set a specific value or range of values to filter out the candidates based on their responses.\nSingle user select : You can select the single user response from the drop-down menu. Based on the responses chosen and candidate responses, candidates will be filtered." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Manage Candidate:Chatbot Filters \n\n #query#: How to Chatbot Filters?", "answer": "\nYou can filter out candidates based on their chatbot responses. On a broader level, you can filter out based on:\nInvited, Not Invited, Not Responded, and Interested Candidates . Filter based on candidate responses can further refine your search. Filters Invited:\nAll invited candidates will be listed. Not Invited:\nAll those candidates who have not been invited for chatbot screening will be listed. Not Responded:\nAll those candidates who have not responded to the chatbot questions will be listed. Interested Candidates :\nAll those candidates who have marked Yes to submit a response will be listed.\nFind the Filter\nNavigate to the Candidates Tab or\nCandidates Tab in a Job .\nCheck the box provided against Chatbot Screening on the left panel. You will get four options to choose from.\nYou can filter out using the Invited, Not Invited and Not Responded filters or select Interested Candidates.\nYou will find\nAuto Screen Filters , and all the questions that have been added to the screening chatbot will be listed here.\nEnter the required values.\nChatbot filter will filter them out based on the values." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:Configuring Career Page \n\n #query#: How to Configuring Career Page?", "answer": "\nCareers page in Skillate has essentially 3 tabs :\nConfiguration, Design, and Application Question. Configuration\nTo get started with the configuration of your careers page with Skillate:\nNavigate to the\nSettings > Sourcing Configuration > Career Page.\nFrom the Configuration tab, you can:\nView the default careers page URL.\nSpecify a job listing redirection URL. By doing so, whenever a candidate clicks on Apply now for a job on your careers page, the page will redirect to the page which you have specified here.\nAdd a Google GA Code. Learn more\nAdd Policy Acknowledgement- either in the form of a document or a link to the same.\nAdd details about your organization.\nChoose if you would like to include these details on the career page or not. Further, on the job listing page or not.\nUpon adding all the required details, click on Save Changes to complete the process. Design\nThe design tab has 3 major sections :\nCustomization, Styling, Images for Career Page Customization\nYou can choose from the list of sections listed to whether it needs to be displayed on your careers page or not. Click on Edit to start selecting the sections. Upon finalizing them, click on Done to complete the process. Styling\nThe following section allows you to customize the page in terms of font, colour palette for various buttons on the career page.\nFor editing them, click on the Edit button provided. Upon completing the process, click on Save Changes .\nImages for Career Page\nYou can upload your company logo, favicon icon, open graph image for social media, and a banner image- by clicking on the Upload provided for the respective category. Application Question\nYou can configure the career page form by linking application fields. Please ensure that you have already defined the required application fields. If not, refer to the steps provided in this article for the same.\nFrom this tab, you can add questions for the application as well as sections for the application. Adding questions\nFor adding questions to your career page application form,\nNavigate to the\nSettings > Sourcing Configuration > Career Page. Go to Application Question tab. Click on New Question.\nIn the following pop-up, select an application field from the drop-down menu, add a title for the selected field.\nFurther, you can specify if you would like to have any dependency criteria to be considered for the field. Click on + Add Dependency for the same.\nLastly, choose if the form field that you have added should be mandatory or optional, or off on the application form. Click on Add to complete the process. Adding sections\nFor adding sections to your career page application form,\nNavigate to the\nSettings > Sourcing Configuration > Career Page. Go to Application Question tab. Click on + Create New Section.\nIn the following pop-up, add a title for the new section. Click on Submit to complete the process.\nFurther, for adding questions to the section: follow the steps provided below the heading - Adding Questions." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:FAQ- Careers Page \n\n #query#: What is OG Image, and why should I upload the same?", "answer": "\nThe OG image will appear while sharing the link over chat or social media." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:FAQ- Careers Page \n\n #query#: What is the difference between Primary and Secondary Fonts?", "answer": "\nThe primary fonts usually take over the main titles, and the secondary font will go into the body text. (https://help.skillate.com/support/solutions/articles/82000883493-setting-up-fonts)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:FAQ- Careers Page \n\n #query#: How do I enter the color code?", "answer": "\nSkillate allows you to enter the color in its Hexa code. (https://help.skillate.com/support/solutions/articles/82000883494-color-configuration)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:FAQ- Careers Page \n\n #query#: What are the fonts that Skillate can read for the careers page?", "answer": "\nYou can use either Google or Adobe fonts for careers page configuration. (https://help.skillate.com/en/support/solutions/articles/82000883493)\nCan I have a custom application form for the careers page?\nYes, you can customize your careers page application form at the job level.\u00a0Navigate to the (https://help.skillate.com/support/solutions/articles/82000883495-application-form) job details page > Source Candidates > Application Questions." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:Careers Page- Overview \n\n #query#: How to Careers Page- Overview?", "answer": "\nYour careers page is in a way, a marketing pitch. It can make an unforgettable first impression in attracting job seekers and converting them to applicants. In short, the careers page is an effective candidate sourcing method you can rely on.\nSkillate allows you to set up your careers page from scratch. With user-friendly steps, now recruiters can set up their own careers page via Skillate.\nTo help you set up your own careers page, follow these steps: Navigate to\nSettings > Sourcing Configuration > Careers Page.\nFrom here, you can: See the status of your career page.\nClick on the three dots (more options) to change the hosting .\nLearn more about various approaches available. (https://help.skillate.com/support/solutions/articles/82000881155-career-page-in-skillate)\nIn the following pop-up, you can choose from the list of approaches. Click on Change to save the changes.\nFrom the drop-down, you can also preview the draft of the configured page too.\nBy clicking on Configure, you will be taken through the step-wise process of getting your careers page ready with Skillate.\nThe career page in Skillate has 5 major steps of configuration. They are: General Fonts Colors Application Form Editor" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:General Settings \n\n #query#: How to General Settings?", "answer": "\nFrom here, you can customize your company logo, favicon, and open graph(OG) Image for the career page. The size and format specifications will be mentioned against each category.\nPlease note that the organization logo will be automatically mapped as the one you have uploaded in Organizational Settings.\nHowever, you can upload your favicon (the graphic image which appears on the browser tab, right corner) and OG image (which appears while sharing the link over chat or social media).\nApart from these, you can also add GA Code to track your page traffic. Learn more.\nFollow the below steps to configure logo, favicon, and OG image for your organization:\nNavigate to the\nSettings > Sourcing Configuration > Careers Page. Click on Configure.\nFrom the following screen, you can add your company logo, favicon, and OG image to your careers page.\nClick on the respective image placeholder to upload images.\nToggle the button ON for adding About {{Company}} to your job details page.\nFurther, you can enter your\nGA Tracking ID . Click on\nSave & Proceed to save the changes and proceed to the next step in setting up your careers page.\nNext Step: Setting up fonts (https://help.skillate.com/support/solutions/articles/82000883493-setting-up-fonts)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:Setting up fonts \n\n #query#: How to Setting up fonts?", "answer": "\nSkillate allows you to choose a primary and secondary font for your company\u2019s career page.\nThe primary fonts usually take over the main titles and the secondary font will go into the body text.\nFor adding a font as primary:\nClick on the Edit icon .\nChoose a method in which you would like to add the font. Link :\nCopy and paste the link from the website (like from Google Fonts, Adobe Fonts, etc.).\nRefer to the Note section added towards the end of the page on how to fetch the font link.\nThe font family name has to be filled in manually.\nAdd a font color by entering the respective Hexa code starting with \u2018#\u2019. Like #000000, #00153a, etc.\nA preview of the chosen color will be displayed in the box. Import Style :\nCopy and paste the font face from the website (like Google fonts, Adobe fonts, etc.).\nRefer to the Note section added towards the end of the page on how to fetch the font style.\nThe font family name has to be filled in manually.\nAdd a font color by entering the respective Hexa code starting with \u2018#\u2019. Like #000000, #00153a, etc.\nA preview of the chosen color will be displayed in the box.\nUpon adding them, click on Update to complete the process.\nFollow the same steps for adding secondary font for your career page. Click on Proceed to move to the next step of setting up your careers page." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:Color Configuration \n\n #query#: How to Color Configuration?", "answer": "\nThe best way to brand your career page is to use your brand color palette. And Skillate allows you to choose colors for the career page\u2019s button, link, and hovering action.\nEnter the Hexa code starting with \u2018#\u2019. Like #000000, #00153a, etc.\nA preview of the chosen color will be displayed in the box.\nUpon adding them, click on\nSave & Proceed to move to the next step.\nNext Step: Application Form (https://help.skillate.com/support/solutions/articles/82000883495-application-form)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:Application Form \n\n #query#: How to Application Form?", "answer": "\nSkillate allows you to set up an application form which will be displayed upon a candidate clicks on Apply Now for any job opening.\nThe first section is called Default Section . All the fields in the section are non-editable and will be displayed on the application form by default.\nHowever, you can configure and set up further sections and questions.\nThis section has two sub-sections: Click on + Create New Section to add a new section.\nIn the following pop-up, you can enter the name for the section and click on Submit to save the changes.\nFor adding questions to the section, click on New Question provided below the respective section.\nIn the following pop-up, choose an application field from the drop-down menu.\nFor configuring each of them, you will have to define the application form fields prior.\nLearn more about adding custom application fields here. (https://help.skillate.com/support/solutions/articles/82000478780-custom-application-fields)\nSpecify the field type.\nYou can also specify if any dependencies have to be configured.\nSelect if the field should be displayed as a Mandatory or Optional field or turn it OFF. Click on Add to complete the process. Policy Acknowledgement:\nYou can also upload a copy of the terms and conditions that the candidate needs to acknowledge before submitting their application via the career page. You can:\nUpload a file in .pdf format from your system: Enter URL to your policy document Click on Upload to complete the process.\nUpon adding them, click on Proceed to move to the next step.\nJob-wise Application Questions:\n\nUsers can add questions to already prepared application forms for Careers Page, Referral, Agency, and IJP. \nFor the same,\n\n1. Navigate to any of the jobs > Source Candidates > Application Questions.\n\n2. You can add questions to already configured Careers Page Application Form. Additionally, you can also control if you want to make resume upload mandatory while a candidate is applying for the respective job via the careers page.\n\n3. Click on +Create News Section. \nEnter a section name in the following pop-up and click on Create to save the changes.\n\n4. For adding questions to the created new section, click on New Question. \n\n\n5. From the following pop-up, select the application field that you would like to add here.\n\nPlease note that only those fields which are not in use will be available to add. The rest (those fields which are already used in the respective application form) will be in the disabled state.\n\n6. Add dependency criteria (if any), and choose if the field should be mandatory, optional, or OFF.\n\n7. Click on Add to complete the process. The questions added will reflect only for that particular job.\nJob-wise Application Questions:\n\nUsers can add questions to already prepared application forms for Careers Page, Referral, Agency, and IJP. \nFor the same,\n\n1. Navigate to any of the jobs > Source Candidates > Application Questions.\n\n2. You can add questions to already configured Careers Page Application Form. Additionally, you can also control if you want to make resume upload mandatory while a candidate is applying for the respective job via the careers page.\n\n3. Click on +Create News Section. \nEnter a section name in the following pop-up and click on Create to save the changes.\n\n4. For adding questions to the created new section, click on New Question. \n\n\n5. From the following pop-up, select the application field that you would like to add here.\n\nPlease note that only those fields which are not in use will be available to add. The rest (those fields which are already used in the respective application form) will be in the disabled state.\n\n6. Add dependency criteria (if any), and choose if the field should be mandatory, optional, or OFF.\n\n7. Click on Add to complete the process. The questions added will reflect only for that particular job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:Careers Page Editor \n\n #query#: How to Careers Page Editor?", "answer": "\nThe final step allows you to add a banner, social media links, testimonials, configure how the job listing page, and overall look and feel of the career page.\nBelow is a wireframe of the careers page that will be published. From the careers page editor, you will be configuring the sections that you can see on the wireframe.\nThe sections are numbered and you can find the respective walk-through below the image. On Skillate\u2019s\nCareers Page > Editor : the left panel lists down the various sub-categories that you can customize.\nClicking on each will take you to the respective settings page. However, ensure that you click on Save upon making any changes to any of the categories, before proceeding to the next step. (1) Banner Image\nBy using the toggle button provided, you can choose if it should be displayed on the job listing page and job page (the page that follows when a candidate clicks on view details).\nFurther, click on Upload (which will appear upon you enabling either of the categories) to add your banner image. Click on Save to save the changes. (2) Job Listing\nYou can choose the various columns that appear on the job listing page. It is advised to have the basic details displayed on the job listing page. Uncheck to remove the column or filter from the published careers page. (3) Join Talent Pool Toggle button\nON or OFF for having the section added to job listing and job details page. Choose a Background Colour . Enter the value in the Hexa code. Like #000000, #00153a, etc. A preview of the chosen color will be displayed in the box.\nAdd a title , and choose a font and font style. You can choose a font from Primary or Secondary fonts that you have already added.\nAdd a description that should be displayed for the Join Talent Pool section.\nChoose a font and font style.\nYou can choose a font from the Primary or Secondary fonts that you have already added.\nFurther, you can choose a Button Style from the dropdown menu.\nEnter the Button/Link label, and choose a font \u00a0(Primary/Secondary) and font style. Click on Save to complete the process. (4) External Links Toggle button\nON or OFF for having the section added to job listing and job details page. Choose a Background Colour . Enter the value in the Hexa code. Like #000000, #00153a, etc.\nA preview of the chosen color will be displayed in the box.\nEnter the title for the Section.\nChoose a font (from already defined primary or secondary), size, and style for the section title. Further,\nExternal Link Card Settings allows you to add background color, choose a font and its style.\nYou can add upto 3 external links (Suggested).\nFor each of the cards, you can upload a display image.\nFollowed by that, enter a title, description, link text, and specify the link that needs to be backlinks from the link text. Click on Save to complete the process. (5) Video Links\nYou can add up to 3 video links to your career page from Skillate. Toggle button\nON or OFF for having the section added to job listing and job details page. Choose a Background Colour . Enter the value in the Hexa code. Like #000000, #00153a, etc.\nA preview of the chosen color will be displayed in the box.\nEnter the title for the Section.\nChoose a font (from already defined primary or secondary), size, and style for the section title.\nSpecify the video link and click on Add Link to keep adding more links.\nFor deleting any of them, click on the delete icon provided against the respective link. Click on Save to complete the process. (6) Slides Toggle button\nON or OFF for having the section added to job listing and job details page. Choose a Background Colour . Enter the value in the Hexa code. Like #000000, #00153a, etc. A preview of the chosen color will be displayed in the box.\nEnter the title for the Section.\nChoose a font (from already defined primary or secondary), size, and style for the section title. From\nSlide Font Settings , you can choose a font for the slide title and its description.\nYou can add upto 5 slides.\nUpload a display image. Followed by that, enter a title and description. Click on Add Slide to keep adding slides.\nFor deleting any of them, click on the delete icon provided against the respective slide card. Click on Save to complete the process. (7) Benefits and Perks Toggle button\nON or OFF for having the section added to job listing and job details page. Choose a Background Colour . Enter the value in the Hexa code. Like #000000, #00153a, etc. A preview of the chosen color will be displayed in the box.\nEnter the title for the Section.\nChoose a font (from already defined primary or secondary), size, and style for the section title. From\nBenefit Font Settings , you can choose a font for the title. You can Upload a display image.\nEnter a name for the benefit/perk that you are mentioning.\nClick on + Add Icon to keep adding to the section.\nFor deleting any of them, click on the Delete icon. Click on Save to complete the process. (8) Social Media Links Toggle button\nON or OFF for having the section added to job listing and job details page. Choose a Background Colour . Enter the value in the Hexa code. Like #000000, #00153a, etc. A preview of the chosen color will be displayed in the box.\nEnter the title for the Section.\nChoose a font (from already defined primary or secondary), size, and style for the section title.\nAdd URLs to respective social media handles. You can choose to skip any of them (if required). Click on Save to complete the process." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Careers Page:Careers Page- Approaches \n\n #query#: What are the configuration and other settings available for each of the three approaches?", "answer": " Skillate provides three ways in which you can set up your careers page.\nTo name them:\nCareers page hosted by Skillate\nEmbed Skillate\u2019s job board on your website\nAPI-driven careers page\nApproach 1: Careers page hosted by Skillate (by default)\nBy default, our solutions team will help you set up a careers page for you. The careers page URL will be in the format of yourdomainname.skillate.com .\u00a0Please note that - \u2018Skillate\u2019 will be displayed as part of the URL.\nFurther, you can configure your company information, upload company policy, enable Google Analytics, etc. by navigating to Skillate\u2019s\nSettings> Sourcing Information> Career Page. Learn more.\nApproach 2: Your Careers Page, Our Job Listing\nIf you wish to have your careers page appear as part of the company\u2019s whole website, this is the best solution for you. All you need to do is embed the below iframe code snippet on your website. < script\u00a0src=\"https://{{subdomain}}.skillate.com/js/skillate-career-inject.js\"> script src=\"https:// {{subdomain}} .skillate.com/js/skillate-career-inject.js\"> < script>document.onreadystatechange = function(e){if(document.readyState === \"complete\"){skillateOnReadyStateChange(\"{{subdomain}}\");}};document.onreadystatechange = function(e){if(document.readyState === \"complete\"){skillateOnReadyStateChange(\"{{subdomain}}\");}}; Create New. Fill in the description, type (text, multi, number, date, formula) and placeholder name. . Fill in the description, type (text, multi, number, date, formula) and placeholder name.\nBefore uploading the offer template on Skillate, you need to insert all relevant placeholders into the template docx file. You can simply copy the required placeholders from the Placeholder tab and paste it onto the template file.\nBefore uploading the offer template on Skillate, you need to insert all relevant placeholders into the template docx file. You can simply copy the required placeholders from the Placeholder tab and paste it onto the template file. tab and paste it onto the template file.\nNote: It is advisable to remove the grammar/spell check underline below each placeholder. You can right-click the placeholders and click ignore all. Alternatively, you can go to\nNote:\u00a0 You can add mathematical formulas while creating a new field. This will help you insert the placeholder in the CTC breakup table and automate your calculations. \u201cMath.round\u201d function is used while calculating the CTC amount.\nAdditionally, you can use the function in the offer document to add certain clause if a particular condition is fulfilled.To know more about inserting mathematical formulas and using the if and else condition, click here. (https://docs.google.com/document/d/1ZbK9cwZo1mix4WE3WOv-R1-NAGtgeXmtNM_YG636ANA/edit?usp=sharing)\nTo know more about inserting mathematical formulas and using the if and else condition, click here. (https://docs.google.com/document/d/1ZbK9cwZo1mix4WE3WOv-R1-NAGtgeXmtNM_YG636ANA/edit?usp=sharing) , enter the Template name and upload the offer template docx file.\nTo know more about generating the Offer Letter, click here" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Roll-Out Offer Letter \n\n #query#: How to Roll-Out Offer Letter?", "answer": "\nPermission: SIte Admin, Job Admin\nOnce your hiring team has identified the best candidate for the job and decides on the offer details unanimously, you are likely to roll out the official offer letter to the candidate. Skillate allows you to generate and roll out the offer letter by navigating to the Offer stage for the respective job. Go to\nFill in the required details, click .\u00a0In the creation modal, enter all the relevant details so that an offer letter can be generated. As the value of these fields is used to replace the placeholder in the offer letter template documents. To know more about offer letter fields and placeholder click here (https://docs.google.com/document/d/1vn1Ma0SZz1N9qK5tuJk-ZjRNmDvDx70nrr578DMiDh4/edit) click here\nYou\u2019ll receive the details corresponding to the placeholders used in below format. Once checked, click\nThis will reproduce the offer letter in docx and pdf format.\nIf the Approval chain is configured, you\u2019ll have to get it approved before rolling it out to the candidate. If not, simply proceed by clicking \u201cContinue Without Approval\u201d. Click \u201cSend offer to the candidate\u201d. Click\nIn this dialogue box, fill in the required detail and click ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What qualifies as a placeholder?", "answer": "\nThose values that identify the individual candidate and the offered job details can be called placeholders. Skillate will replace the placeholders with values.\nE.g. - Name, Job Title, Job Location, Department, CTC, other salary parameters, etc." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What are the pre-requisites for using offer letters in Skillate?", "answer": "\nYou will need your salary calculator ready on a spreadsheet along with the offer letter template." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What is meant by validation of form fields?", "answer": "\nValidation ensures that all the custom fields, besides formula fields, capture details in the required data type.\nCan I customise the offer approval chain?\nYou can customize the offer approval chain from global and job levels." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What is the purpose of \u2018Customize Approval Page\u2019 tab in the Offer Configuration?", "answer": "\nYou can control the details Skillate will share with the approvers and the approval request form." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What is the difference between Form Fields and Placeholder?", "answer": "\nOn Skillate, while generating an offer letter- you (recruiter) will be prompted to fill up the fields which will replace the placeholders in the offer template.\nA placeholder on the offer letter can be those terms whose values may change from one offer letter to the other." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: Why should I add placeholders on the offer letter before uploading it to Skillate?", "answer": "\nEvery candidate's offer letter will have unique details like candidate name, compensation, salary split etc. These can be captured using Offer Forms in Skillate, and the value entered will replace the placeholder on the offer form." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: Why should I link an offer template to an offer form?", "answer": "\nWhen an offer template is linked to an offer form, the details captured using the offer form will replace the placeholders on the linked offer template." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: When should I choose for \u2018Directly Upload Offer Letter\u2019 option?", "answer": "\nWhen you check the box for\nDirectly Upload Offer Letter, you can upload an offer letter file from your system directly while generating an offer for a candidate in the offer stage. You can use this feature when hiring for a senior-most role or any exceptional cases where you will have the offer template ready and need not have to fill out the form." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: How many offer approval steps can be created?", "answer": "\nYou can create as many approval steps as required on both global and job levels." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: Who can update the offer approval chain at the job level?", "answer": "\nWhoever is part of the job\u2019s hiring team (provided their Skillate role has the required permissions to edit the offer approval chain) can update offer approval chain at the job level." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What are the permissions required for configuring the offer letter process, and how do I know if my role has been granted?", "answer": "\nYou can view all the required permission to configure and roll out the offer letters by navigating to the\nSettings > Administration > Permissions & Subscriptions and click on\nView Role Permissions for your role." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: How do I update details on the offer letter upon its approval?", "answer": "\nUpon approving the offer letter, you will have to create a new version and send for another set of approval processes every time if any changes have to be made." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: How do I view the offer letter versions?", "answer": "\nYou can find all the offer letter versions generated for the respective candidate from within the candidate card in the job. All the versions will be listed in descending order." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What is the difference between \u2018Mark as Sent\u2019 and \u2018Mark as Hired\u2019?", "answer": "\nWhen you have sent the offer letter not via Skillate but through other means, you can click on\nMark as Sent and later click on if they have\nAccepted or Declined the offer\nMark as Hired is when you have finalised the candidate, and they have accepted the offer sent via any means. This action can be even before the approval process." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: How do I enable the DocuSign and Adobesign integration?", "answer": "\nYou will have to contact Skillate SPOC to enable it for your account. Further, navigate to the\nSettings > General Configuration > Integrations.\nYou will find the e-sign integration that you have enabled for your account. Click on Connect and enter the required details to activate the integration." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:FAQ- Offer Letters & Configuration \n\n #query#: What are the placeholders required to fetch candidate and stakeholder signatures on DocuSign and Adobesign?", "answer": "\nThe placeholders for DocuSign are as follows:\nCompany Signature: {{organization_signature_1}}\nCompany Signature 1: {{organization_signature_date_1}}\nCompany Signature: {{organization_signature_2}}\nCompany Signature 2: {{organization_signature_date_2}}\nCompany Signature: {{organization_signature_3}}\nCompany Signature 3: {{organization_signature_date_3}}\nCandidate Signature: {{candidate_signature}}\nCandidate Signature: {{candidate_signature_date}}\nThe placeholders for Adobesign are as follows:\nCompany Signature 1: {{Sig_es_:signer1:signatur}}\nDate of Signature 1: {{Dte_es_:signer1:date}}\nCompany Signature 2: {{Sig_es_:signer2:signature}}\nDate of Signature 2: {{Dte_es_:signer2:date}}\nCompany Signature 3: {{Sig_es_:signer3:signature}}\nDate of Signature 3: {{Dte_es_:signer3:date}}\nCandidate Signature: {{Sig_es_:signer4:signature}}\nDate of Signature: {{Dte_es_:signer4:date}}\nIs there a word limit to the offer form field of type-text?\nYes, you can enter up to 250 characters against an offer form field type-text.\nWhich fields are exempted from validation process?\nFormula fields and e-sign-related fields are exempted from the validation process. Also, please note that the validation process is exempted in the case of uploading the offer letter directly as well." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Offer Letters in Skillate- An Overview \n\n #query#: How to Offer Letters in Skillate- An Overview?", "answer": "\nWriting a solid offer letter is important because it helps in establishing a common ground between a new employee and the company. A signed offer letter can also protect your company if an employee quits a job and claims that job duties and compensation weren\u2019t described accurately.\nMost importantly, having a professionally drafted, signed offer letter communicates to a candidate that you are serious about bringing them on board.\nSuppose you have the offer letter ready. But rolling out an offer letter can be a tedious task- especially when you are managing with hiring for multiple positions.\nThe fact is, the pain points within the manual process of generating and rolling out an offer letter can be frustrating for both hiring teams and candidates.\nSome of the most commonplace include: - Lack of data integrity - Time Consuming - Duplication of effort - Poor candidate experience\nBut it is never too late to consider automating and choosing a software solution.\nReady to hire a candidate? Keep it seamless by generating and sending an offer letter through Skillate.\nOnce you have selected a candidate, offer letters generated and rolled out from Skillate make it easier to bring everyone on the same page.\nOnce you have selected a candidate, offer letters generated and rolled out from Skillate make it easier to bring everyone on the same page.\nRecruiters can configure offer letters by uploading a template with placeholders prior to the hiring process. For easy and faster offer generation, a form can be generated for the respective offer template- where the recruiters upon finalizing a candidate will be prompted to fill up. (https://help.skillate.com/support/solutions/articles/82000879968-getting-started-with-offer-configuration) (https://help.skillate.com/support/solutions/articles/82000879968-getting-started-with-offer-configuration#Creating-Offer-Forms)\nThey can also set up automated emails for the internal offer approval team if they need to. (https://help.skillate.com/support/solutions/articles/82000879971-understanding-offer-approval-chain)\nOnce a candidate is finalized for a position and recruiters can fill up the details on the form which was configured earlier. The details automatically replace the placeholders on the offer template.\nYou can have any changes or updates made to the form, anytime! But please ensure that if you have already rolled out the offer letter- \u00a0you may have to generate a fresh copy of the offer letter upon saving the changes. (https://help.skillate.com/support/solutions/articles/82000879998-rolling-out-an-offer-letter)\nLearn more: Understanding various tabs on Offer Configuration | Getting Started with Offer Configuration (https://help.skillate.com/support/solutions/articles/82000879964-understanding-tabs-on-offer-configuration) (https://help.skillate.com/support/solutions/articles/82000879968-getting-started-with-offer-configuration)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Understanding Tabs on Offer Configuration \n\n #query#: How to Understanding Tabs on Offer Configuration?", "answer": "\nSkillate allows you to configure offer letters for your organization from\nSettings\u00a0> General Configuration > Offer Configuration.\u00a0However, before stepping into configuring them- it is essential that you understand what each tab means on Skillate and how it helps in generating the offer letter for your organization. Settings > General Configuration > Offer Configuration.\nHowever, before stepping into configuring them- it is essential that you understand what each tab means on Skillate and how it helps in generating the offer letter for your organization.\nWhen you navigate to the\u00a0Settings\u00a0> General Configuration > Offer Configuration,\nWhen you navigate to the Settings > General Configuration > Offer Configuration, you will find six placeholders, and here is what they do: Form Fields :\nOn Skillate, while generating an offer letter- you (recruiter) will be prompted to fill up the fields that are defined and used for a chosen template. Upon filling up the details, the placeholders will be replaced with the values entered by the recruiter.\nIt must be noted that only the custom placeholders will be prompted to be filled. However, default placeholders are filled up by Skillate by itself.\nThose fields which you are defining here will appear on the pop-up as below: Placeholders :\nTechnically, these can be a character or word or string of characters that can temporarily take the place of final data. \u00a0On Skillate, these placeholders are for your candidate offer letter. These while generating an offer letter for a candidate will be replaced by the relevant details that are added by the recruiter. You can add and manage any number of placeholders on Skillate.\nA placeholder on the offer letter can be those terms that will change from one offer letter to the other.\u00a0Suppose you have uploaded an offer letter template on Skillate with all necessary placeholders, while generating the offers, these will be replaced by the values w.r.t. the respective job offer letter.\nA placeholder on the offer letter can be those terms that will change from one offer letter to the other.\nSuppose you have uploaded an offer letter template on Skillate with all necessary placeholders, while generating the offers, these will be replaced by the values w.r.t. the respective job offer letter.\nIn the below screenshot, the recruiter has uploaded an offer template with highlighted placeholders.\nNow, while generating offer letter- these placeholders: {{candidate_full_name}}, {{grade}}, {start_date}}, etc. will be replaced as per the respective candidate\u2019s offer details filled up by the recruiter.Below is the screenshot of the same for your reference: Templates : Skillate allows you to upload an offer template that suits your organization. \u00a0Please note that it must be in .docx format and uploaded with the required placeholders. Form : With the form fields you have created, here is where you can create the actual form which will be prompted while generating an offer letter. Case 1: Case 1:\nCreating a form and choosing an offer template\nCreating a form and choosing an offer template\nYou can create any number of forms from here, but in order to have the same available to choose from while generating the offer, please be sure that it is validated beforehand.Case 2: Case 2:\nCreating a form and choosing to directly upload the offer letter\nCreating a form and choosing to directly upload the offer letter\nWhen you choose this option, you do not have to select an offer letter template from here. Also, while creating an offer you can simply upload the offer letter.\nIn this case, the form you have created is validated automatically and doesn\u2019t require any additional steps.\nWhile creating a form, you will be prompted to upload a template. All the placeholders which need to be replaced with appropriate details have to be defined while creating the form.\nWhile creating a form, you will be prompted to upload a template. All the placeholders which need to be replaced with appropriate details have to be defined while creating the form.\nFor validating form fields:\nClick on a form from\u00a0Forms on Offer Configuration\u00a0and click on\u00a0Validate.\nClick on a form from\nForms on Offer Configuration and click on Validate.\nAdd sample values. Click on Generate to finish the process.\nOnly upon validating all the fields, the form will be ready to use. Approval Chain:\nSimilar to the job approval chain you are familiar with, you can have the offer letter approval chain defined here. As per the approval chain, you have added here:\nWhile creating the job:- the default offer approval chain will be added to the job. - if the job created has the office and department matching the approval chain you have configured for a specific office or department, the office/department chain will be considered.\nCustomize Approval Page : From here, you can control the various details that will be shared with the approvers along with the approval request form.\nLearn more: Getting Started with Offer Configuration | Offer Approval Chain (https://skillate.freshdesk.com/support/solutions/articles/82000879968-getting-started-with-offer-configuration) (https://skillate.freshdesk.com/support/solutions/articles/82000879971-understanding-offer-approval-chain)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Offer Configuration- Salary Calculator (Example) \n\n #query#: How to Offer Configuration- Salary Calculator (Example)?", "answer": "\nLet\u2019s assume that you have the salary calculator ready with you. It can be on a spreadsheet or in a table format as shown below: Earnings Monthly Yearly Basic 150000 1800000 HRA 60000 720000\nTravel reimbursement (LTA) 12500 150000 Special allowance 150700 1808400 Subtotal(A) 373200 4478400 PF-Employer 1800 21600 Deductions Monthly Yearly PF employee 1800 21600 Total deductions(B) 1800 21600 Total(A-B) 371400 4456800\nTotal Cost to Company 375000 4500000\nAs per the company policies, the weightage for Basic, HRA, LTA, etc., can differ. Let's consider the weightage as provided below: Earnings Monthly Yearly Comments Basic 150000 1800000 40% of CTC HRA 60000 720000 16% of CTC/40% of Basic Travel reimbursement(LTA) 12500 150000 6.67% of CTC/1,50,000 whichever is lower Special allowance 150700 1808400\nEvery other salary component will be considered here Subtotal(A) 373200 4478400 PF-Employer 1800 21600 Deductions Monthly Yearly PF employee 1800 21600 Total deductions(B) 1800 21600 Total(A-B) 371400 4456800\nTotal Cost to Company 375000 4500000\nDeclare all the parameters on the salary calculator as form fields.\nNavigate to the\nSettings > General Configuration > Offer Configuration > Form Fields and create all the form fields as required.\nFill in the required details in the following pop-up.\nUse the table below to understand how to declare a form field, decide on its type and associate a formula to it. *The below table is only for reference and may not be a real-time scenario.\nForm Field Description Placeholder Type Formula Basic (Yearly) {{basic_y}} Formula Math.round(ctc_y*0.4) HRA (Yearly) {{hra_y}} Formula Math.round(ctc_y*0.16) LTA (Yearly) {{lta_y}} Formula Math.round(if((0.067*ctc_y)<150000,(0.067*ctc_y),150000)\nSpecial Allowance (Yearly) {{special_allowance_y}} Formula\nMath.round(sub_total_y - (basic_y + hra_y + lta_y))\nSub Total (Yearly) {{sub_total_y}} Formula\nMath.round(ctc_y - pf_y)\nPF Employer (Yearly) {{pf_employer_y}} Number NA\nPF Employee (Yearly) {{pf_employee_y}} Number NA\nTotal Deductions (Yearly) {{total_deductions_y}} Number NA Total (Yearly) {{total_y}} Formula\nMath.round(sub_total_y - total_ded_y) CTC (Yearly) {{ctc_y}} Number NA\nThe placeholders can be named however you want. The above names are just for reference.\nHowever, it is advised to keep it short and mention if it points to annual or monthly amounts using abbreviations: _y or _m or _annual or _monthly etc. Learn more:\nGetting Started with Offer Configuration" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Getting Started with Offer Configuration \n\n #query#: How to upload an offer template?", "answer": "\nViewing and Managing an uploaded offer template." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Getting Started with Offer Configuration \n\n #query#: How to create an offer form and why?", "answer": "\nPlaceholders and Form Fields\nIf you are not familiar with \u2018placeholders for offer letters\u2019- please refer to the help page here. (https://skillate.freshdesk.com/support/solutions/articles/82000879964-understanding-various-tabs-on-offer-configuration)\nFor viewing the list of default and custom placeholders, navigate to the\nSettings > General Configuration > Offer Configuration > Placeholders.\nYou can simply click on any of the placeholders (as required) to copy to your clipboard. These further can be pasted directly into the offer letter template you are planning to use.\nFor adding a new placeholder, follow the below steps:\nNavigate to the\nSettings > General Configuration > Offer Configuration > Form Fields. Click on Create New .\nIn the following pop-up, add a Description (it will be displayed as the field name on the form) .\nChoose a field type from the drop-down menu:\nDropdown: allows you to select from a pre-defined set of menus.\nText: allows you to use alphabets and a string of alphabets.\nNumber: allows you to have any numerical value Formula\nDate: allows you to have dates added in various standard formats.\nDecimal: allows you to have decimal values added to the field. Add a placeholder name . It will be available to view and use from the placeholders tab on the\nOffer Configuration settings . Click on" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Understanding Offer Approval Chain \n\n #query#: How to configure an offer approval chain at the job level?", "answer": "\nConfiguring Offer Approval Chain Navigate to\nSettings > General Configuration > Offer Configuration > Approval Chain.\nYou can set up an offer approval chain for your organization as a whole or for a specific office or department.\nFor configuring offer approval for your organization: Click on Edit provided for\nDefault Approval Chain.\nAdd the approvers as required in Approvers.\nChoose from the drop-down, if all the approvers should approve or only one(any) of them needs to approve.\nIf any one of them rejects the offer, it will be considered.\nAdditionally, choose if you want the approval emails to be triggered in a particular order or should be sent out to all approvers at once .\nAdditionally, you can add another approval step by clicking on\nAdd Approval Step.\nYou can add the users as approvers, set if all of them need to approve or one approval would suffice.\nUpon adding an approval step more than one, it is necessary to choose whether you need to send out approval emails in the order you have defined or send in one go.\nOnce the approver list and approval order are added, click on Done.\nYou can also set up an approval chain specific to the" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Generating an Offer Letter \n\n #query#: How to update and regenerate an offer letter?", "answer": "\nGenerating an Offer Letter Navigate to\nJobs > Select any job > Candidates > Offer Stage.\nFor the candidate who is in Offer Stage, you will find a button\nCreate an offer .\nIn the following pop-up, select an offer form from the drop-down menu.\nLearn more about how to create an offer form here. (https://help.skillate.com/support/solutions/articles/82000879968-getting-started-with-offer-configuration#Creating-Offer-Forms)\nOnce you have selected the offer form, the form fields (custom fields) will be displayed. You will have to fill up the fields which will further replace the placeholders on the offer letter. Click on Create .\nViewing and Updating a Generated Offer Letter\nAfter creating an offer letter, you can find the generated offer letter in the respective candidate card as shown below:\nYou can download the offer letter in word or pdf formats by clicking on the Download button provided below respective formats.\nIn case of any changes to the generated offer letter, click on\u00a0Replace Document. You will be prompted to drag and drop the new offer letter.After uploading click on\u00a0Save.\nIn case of any changes to the generated offer letter, click on Replace Document . You will be prompted to drag and drop the new offer letter.\nAfter uploading click on Save.\nFor updating any of the details (offer field entries), click on Update.\nIn the following pop-up, you can make the necessary changes in the values." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Rolling Out an Offer Letter \n\n #query#: How to Rolling Out an Offer Letter?", "answer": "\nSending Offer Letters for Approval\nWhen you have the offer letter generated, it\u2019s time to send it for approval. The Offer Approval Chain will be considered for completing the process. Click on\nSend for Approval and all the users added to the offer approval chain will be notified via email.\nIn the following pop-up, you can add a message for the approvers.\nChoose if you would like to include a copy of the offer letter and the candidate\u2019s resume in the email. Click on Send .\nUpon sending the approval request email, you can click on the View Status to know the approval status. It will display details like in the screenshot provided below:\nApproving an Offer Letter (Approvers\u2019 Guide)\nIn the email, you will have the option to either click on the button or the URL to view the generated offer letter.\nBy clicking on either of them, a new tab will be opened with all the details about the candidate offer.\nYou can navigate to the various tabs provided on the top to view candidate details and performance in the interview process. The Offer Details tab provides details on the candidate offer, along with the offer approval status.\nClick on the document provided against Offer Document to view the generated offer letter.\nUpon reviewing them, you can click on approving or rejecting the offer letter by clicking on the buttons provided on Offer Details tab.\nYou will be prompted to provide comments (optional) for the action. Continue by clicking on Save.\nThe screen will display the success message for approving/rejecting the candidate offer like in the screenshot provided below:\nRolling out an offer letter for the candidate\nUpon getting the offer letter approved by the approvers, you can proceed with sending the offer letter to the candidate.\nFor the same, you have two options:\nSending the offer letter via Skillate Click on\nSend via Skillate.\nIn the following pop-up, set up the email:\nYou can add Skillate users on cc. Choose an email template and review the details. Add attachments if required. Click on Send Offer . The candidate will receive an email with the offer letter.\nDownload the offer letter, send it manually, and mark it as sent. Click on\nMark as sent.\nThe candidate card will be updated as below:\nYou will have to manually send the email and update the status on Skillate. Click on Revoke Offer to cancel the offer letter.\nFor resending the offer letter via Skillate, click on Resend . And follow the steps as provided above for\nSending the offer letter via Skillate.\nUpon candidate acknowledging the offer, mark as accepted or declined .\nAfter marking offer acceptance\nUpon receiving candidate acknowledgment for the sent offer letter, Skillate updates the candidate card as shown below:\nYou can click on Revoke Offer to cancel the offer letter. Further, the link will expire for the candidate to view or sign the offer.\nIf a signed offer letter is available, click on\nUpload candidate signed offer letter to upload a copy of the same.\nSuppose the candidate offer acknowledgment has a change, click on the edit icon provided against the acknowledgment status.\nIn the following pop-up, you can choose the required status to update on Skillate:" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Signing Offer Letter via DocuSign \n\n #query#: How to Signing Offer Letter via DocuSign?", "answer": "\nCase 1:\u00a0With internal stakeholder signatures before candidate signature & signature placeholders\nYou will not be redirected to the DocuSign page. The internal stakeholders whose email address has been mentioned will receive an email from DocuSign. Click on Review Document.\nYou will be redirected to DocuSign in a new tab.\nThe signature placeholder of DocuSign will be already present on top of the respective offer placeholder, as shown in the screenshot below.\nChoose the signature that should be used for signing.\nIt will place the e-sign on top of the respective offer placeholder. Click on Finish . And respective candidate will receive the email with a signed copy of the offer letter. They can Decline the offer letter by navigating to the\nMore Options > Decline.\nThe same will be updated in Skillate automatically.\nFor signing the offer letter, they can click on Continue and follow steps 4-7 from above.\nCase 2: Without internal stakeholder signatures & without signature placeholders\nThe candidate will receive an email with a link to review and sign the offer letter via DocuSign.\nClick on Review Document and it will redirect the candidate to DocuSign in the new tab.\nThey can decline the offer by navigating to More Options > Decline.\nFor signing the same, click on Continue.\nDrag and drop the signature placeholder from the left panel as required.\nChoose a sign and click on Adopt and Sign.\nClick on Finish. The candidate will receive an email confirming the completion of the process.\nUpon the candidate signing the offer letter, you can view the offer acknowledgment status. Also, view and download the signed offer letter from the respective candidate card in Skillate.\nView Signing Status\nSkillate syncs the DocuSign signing status. You can view the same by navigating to the respective candidate card inside the job.\nThe following status will be displayed:\nOffer letter sent to signatories\nOffer letter sent to candidate | Yet to open\nOffer letter opened by candidate | Yet to sign\nOffer letter signed by the candidate: DD/MM/YYYY sending offer letter via DocuSign here ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Signing Offer Letter via Adobesign \n\n #query#: How to Signing Offer Letter via Adobesign?", "answer": " Case 1:\nIf you need internal stakeholder signatures before candidate's signature\nYou will not be redirected to the Adobesign page. The internal stakeholders whose email address has been mentioned will receive an email from Adobesign. Click on Review Document.\nYou will be redirected to Adobesign in a new tab.\nThe signature placeholder of Adobesign will be already present on top of the respective offer placeholder, as shown in the screenshot below.\nChoose the signature that should be used for signing.\nIt will place the e-sign on top of the respective offer placeholder. Click on\nClick to Sign .\nUpon all the stakeholders have signed the offer letter, the respective candidate will receive the email with a signed copy of the offer letter. They can Decline the offer letter by navigating to the\nOptions > Decline.\nThe same will be updated in Skillate automatically.\nFor signing the offer letter, they can click on Continue and follow steps 4-7 from above.\nCase 2: Without internal stakeholder signatures\nThe candidate will receive an email with a link to review and sign the offer letter via Adobesign. Click on\nReview & sign and it will redirect the candidate to Adobesign in the new tab.\nThey can decline the offer by navigating to\nOptions > Decline .\nFor signing the same, click on\nClick to sign .\nThe candidate and all the users added to Cc \u00a0will receive an email confirming the completion of the process.\nLearn more about sending documents via Adobesign .\nView Signing Status\nSkillate syncs the Adobesign signing status. You can view the same by navigating to the respective candidate card inside the job.\nThe following status will be displayed:\nOffer letter sent for signature\nOffer letter signed by the candidate: DD/MM/YYYY\nOffer letter declined" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Offer Letter:Signing Offer Letter via Leegality \n\n #query#: How to Signing Offer Letter via Leegality?", "answer": "\nUpon clicking on \u00a0Send via Leegality; all internal stakeholders (in the order mentioned while generating the offer) and the candidate will receive an email notification from Leegality with the offer letter.\nFrom the email, click on the Review Document.\nThe following screen will ask you to verify your email address using OTP triggered from Leegality.\nUpon verification, you will be redirected to Leegality in a new tab.\nThe signature placeholder of Leegality will be already present. Click on Proceed to e-sign the document.\nFurther, Leegality will notify you via email with a copy of the signed offer letter.\nView Signing Status\nYou can view the following status from the respective candidate card:\nWhen the offer letter is sent for signatures:\nWhen an internal stakeholder signs the offer letter: The status also specifies the signatory\u2019s email.\nWhen candidate signs the offer letter: You can view the signing time and also download the signed offer letter from here." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Personalize Skillate:Configure Hiring Plan \n\n #query#: How to Configure Hiring Plan ?", "answer": "\nPermission: Site Admin\nHiring Plan in Skillate provides a structured hiring process from the time of job creation to the time of rolling out the offer letter. It streamlines the entire interviewing experience and develops a standard procedure to evaluate candidates at every step of the hiring process.\nBy having a structured Hiring Plan, you mitigate the risk of biases, assign clear roles and bring efficiency in the process.\nWhile Skillate provides an option to configure a default Hiring Plan in the settings page for the organizational level, there is also an option to customize a Hiring Plan for any job individually as per the job\u2019s requirement. Go to\nEnter the stage name and click .Note: Additionally, you can also copy the hiring plan from any existing job. to create a new round within a stage. Enter the round name and choose the type of round from the drop-down. Click to add the round.\nSimilarly, you can add multiple stages and rounds in the Hiring Plan.\nIn this type, recruiters can schedule interviews, send calendar invites to the hiring team and the candidate : In this type, recruiters may require interviewers to evaluate the candidate by filling a set of questions. This is useful when there is an internal evaluation or at a time of walk-in interviews.\nThese are used to collect information from the candidate as required by the recruiter before moving ahead to the next stage." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Personalize Skillate:Configuring Feedback Questionnaire \n\n #query#: How to configure a feedback questionnaire?", "answer": "\nUnderstanding types of feedback questions\nA feedback question in Skillate can be set up in any of the six types:\nSingle line text (up to 250 characters)\nParagraph (up to 2000 characters) Single Select Attachment Rating Scale\nParameters Rating Scale\nGetting started with configuring the questionnaire\nYou can create questionnaires and group them as per the purpose. Navigate to\nSettings > Job Setup > Feedback Library. Click on\nCreate New Group to get started with a new set of questionnaires.\nGroups can be named as per the round\u2019s requirement. It further helps you in adding them to a feedback form round in the job\u2019s hiring plan. Learn more about adding a questionnaire to a job here. (https://help.skillate.com/support/solutions/articles/82000478795-adding-questionnaires-to-a-job)\nEnter a name for the group and add a description. Click on Save. Creating Questionnaire\nFrom the list of groups, click on the required group and follow the below steps to configure a questionnaire for the respective group:\nIn the following page, click on\nCreate a section to add sections and questions. Enter Section Title and add a description to the section.\nChoose a question type from the drop-down list and add a Question." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Personalize Skillate:Configure Candidate Form \n\n #query#: How to Configure Candidate Form?", "answer": "\nPermission: Site Admin, Job Admin (who can edit forms)\nCandidate Form allows your organisation to collect the necessary information about a candidate. Forms are sent out to the candidates after they have entered the recruitment process and can be configured to a particular stage in the hiring process.\nPre-requisite: Forms are a part of the Hiring Plan. You need to first add a new round/stage in the hiring plan at the organisation level or job level before configuring the candidate form. Go to Click\nThis lets you define fields that you wish to capture through candidate\u2019s form.\nIt is required to configure the application fields to capture the candidate details in a structured manner. All the required information about the candidates can be captured from different channels, candidate form being one of them. To know more about custom fields in Skillate, click here .\nEnter the details necessary to create the custom field. You can choose the type of field (paragraph, date, attachment, etc) from the drop-down. Once done, click .\nThe custom field will be added in the Custom Application Fields list. You can choose to edit or disable the field afterwards. Go to choose/create the stage where you want to add the form. Click\nEnter the round name, select Form from the dropdown and click .\nNote: You can also copy the rounds from any of the existing jobs, by selecting the job from the dropdown list.Note: To create a form for a specific job, you can navigate to the job > About > Hiring Plan and repeat the above steps. To know more, click here. (https://docs.google.com/document/d/1ExWPWD06lsJjuKrZTOxi6TixP4gykKinLYehouo7AAI/edit?usp=sharing)\nNote: To create a form for a specific job, you can navigate to the job > About > Hiring Plan and repeat the above steps. To know more, click here. Click corresponding to the round added. Here you can configure the form, by adding the sections and input fields that the candidate needs to fill. Click type the name of the of section and click . Click to add questions to the respective section. From the drop-down, select the candidate form field you want to map the question to. Write the question you want to ask the candidate for the above form field and click .\nSimilarly, you can add multiple sections and question within each section.To know more about how to send the candidate form, click here (https://docs.google.com/document/d/1gxSVhcYTfH4L801nCgz6FjrVuX0EcwPSshoR5A3Hkp0/edit?usp=sharing)\nTo know more about how to send the candidate form, click here" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Personalize Skillate:Configuring Chatbot Screening \n\n #query#: How to Configuring Chatbot Screening?", "answer": "\nSkillate provides recruiters with automatic candidate screening through AI-powered chatbots. These chatbots automate the entire pre-screening process of calling candidates and collecting relevant information required at the initial screening stage for the job. Chatbot configuration\nFollow the below steps to configure chatbot screening: Navigate to\nSettings > Chatbot Screening . Click on New Chatbot , enter the Chatbot name and its Avatar Name.\nTo create the placeholder, click on Create .An Avatar name helps make your chatbot more real. The name is used while interacting with the candidates to gain more acceptance by the user.\nOnce the chatbot is created, click on the name of the chatbot you have created to configure it further. Click on\nRequest to deploy .\nRequest to deploy window will ask for the details required to set up the chatbot.\nYou can provide details about the questions you wish to ask the candidates.\nOnce filled, click on Send Request. Send Request .\nYou will be contacted by our customer success team.\nYou will be contacted by our customer success team.\nDisable option is restricted to chatbots:\nEmail configuration for chatbot\nFor configuring emails that are being triggered while the chatbot is deployed,\nNavigate to Settings > Sourcing Configuration > Email Configuration.\nClick on Edit to make any changes or update the details for the email." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Personalize Skillate:Configure Career Page \n\n #query#: How to Configure Career Page?", "answer": "\nPermission: Site Admin\nCareer Page configuration helps recruiters post job openings on your organization\u2019s public website. For each job post, your organisation can choose to post it to your careers page or other available portals. Go to . The Career Page in the settings tab lets you configure all your requirements for posting a job on your website\u2019s career section.\nThe Job Listing Redirection Page URL section in the Configuration tab lets you add URL of the web page you want the candidate to redirect when they click \u201cview all job\u201d. section in the Configuration tab lets you add URL of the web page you want the candidate to redirect when they click . section in the configuration tab enables your organization to enter its unique GA code to monitor and analyse the career\u2019s page traffic. section helps you include a description of your company on the career page. You can simply check the box to display the description on the career page, job listing page or in every job details page. The tab lets you make changes in the styling of your career page- text font, button color, button hover color, etc. The changes can be done by clicking the tab in the design section. The font and color details can be filled in accordance with the organization\u2019s website specifications. section in the Design tab helps you upload some of the images required on company\u2019s Career Page.\nThis is Displayed on the top left of your career page.\nThis represents website identity in the address bar or in tabs.\nThis image is used when you share any job post on social media.\nThis is displayed on the career page just below the company logo.Note: Upload images as per the dimensions mentioned." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Personalize Skillate:Configuring Scorecard (Org Level) \n\n #query#: How to Configuring Scorecard (Org Level)?", "answer": "\nScorecards are required for evaluating the performance of each candidate at multiple stages of the hiring process. The purpose of configuring scorecards on the settings page is to create a library of scorecards that can be easily imported to jobs.\nThe scorecard is a part of the Hiring Plan, so it is important to set up your organization\u2019s default hiring plan first. To know more about the Hiring Plan Setup, click here . Navigate to Rating System\nYou can create scorecard sections and attributes, against which you want to score the candidates. Skillsets\nYou can add the set of desired skills for each job profile and have them ready to use.\nTo add a new skill-set:\nClick on Create Section\nAdd a name for the skillset.\nAdd the necessary parameters (skills that are to be evaluated) by clicking on +.\nClick on Create to save the Skillset.\nAdding Sample Questions to Skillsets:\nAdding Sample Questions to Skillsets:\nYou can further add questions for each of the skills you have added. These in turn will help the interviewer in the evaluation. Follow the steps below to add sample questions: Click on\nAdd sample questions.\nIn the following pop-up, add the questions as required.\nClick on Save. Grouped Skillsets\nThe \"Grouped Skillsets\"\nEnter the name of the group.\nAdd Skillsets from the available list by checking the boxes. Click on .\nOnce added you will be able to see all the sections with respective parameters added under the \"Grouped Skillsets\".\nScorecard on the feedback form:\nScorecard on the feedback form: 1. The rating system appears with Radio Buttons.\n2. If in case of any remarks to be added, the interviewer can click on Add Remark and add them.\n3. Once submitted, the average score will be calculated based on the ratings provided by the interviewer- which will be available in the\nOverall Recommedation section.\nOverall Recommendation on feedback form:\nThe Overall Recommendation section at the bottom allows you to conclude your feedbacks. It is optional and customisable too.\nIf you wish to\u00a0configure the Overall Recommendation\u00a0section of your feedback form, navigate to the\nIf you wish to configure the Overall Recommendation section of your feedback form, navigate to the\nSettings > Job Setup > Feedback Library > Overall Recommendation > Edit.\nWould you like to have the scorecard visible only to a set of users? scorecard visible only to a set of users scorecard visible only to a set of users ? ? 1. You can navigate to any of the\u00a0job details page\u00a0and click on\u00a0Hiring Plan.\n2. Click on Configure provided against the interview stages. 1. You can navigate to any of the\u00a0job details page\u00a0and click on\u00a0Hiring Plan.\n2. Click on Configure provided against the interview stages. 1. You can navigate to any of the\u00a0job details page\u00a0and click on\u00a0Hiring Plan. 1. You can navigate to any of the job details page and click on Hiring Plan . 2. Click on Configure provided against the interview stages. 2. Click on Configure provided against the interview stages. 3. In the following pop-up, you can find an option to hide the scorecard for the respective interview round. 3. In the following pop-up, you can find an option to hide the scorecard for the respective interview round." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:FAQ- Custom Fields \n\n #query#: Why do we have custom fields?", "answer": "\nThere are system default fields created for common scenarios. Custom fields, on the other hand, are useful since every organisation recruits in a unique method and to collect information that goes beyond what the system provides." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:FAQ- Custom Fields \n\n #query#: Why should I link a custom application field to a candidate\u2019s profile?", "answer": "\nWhen you link a custom application field to a candidate's profile, the values entered for that specific field will also be visible on the candidate's About page." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:FAQ- Custom Fields \n\n #query#: What distinguishes application, user, and job fields?", "answer": "\nApplication fields capture details via referral, careers page, agency, and chatbot forms.\nUser fields are used in the form, which will be filled in while creating a new user in Skillate.\nJob fields are those fields that will be available on the requisition creation form." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:FAQ- Custom Fields \n\n #query#: How do I include a new field in a job form?", "answer": "\nNavigate to Settings > General Configuration > Job Fields and click Create new.\nYou can create any number of custom job fields, which will be displayed on the job creation form and the default ones.\nCan I delete a custom field?\nNo, you cannot delete a custom field. You can only disable them." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Custom Fields- An Overview \n\n #query#: How to Custom Fields- An Overview?", "answer": "\nSkillate allows users to create custom fields from the settings. These custom fields are categorized further into\nJob Fields, Application Fields, and User Fields .\nFor each of the categories, you will need to define from the settings, and a placeholder is generated automatically. These are further used in various places to gather information.\nUnderstanding 3 Types of Custom Fields: Application Fields\nThese fields assist in capturing a candidate\u2019s information through their application form. These can be configured in the careers page, referral, agency, etc. Learn more (https://help.skillate.com/support/solutions/articles/82000478780-custom-application-fields) Job Fields\nThese are essential in order to create a job form. Those custom fields created can be further mapped to the Job Form. Recruiters will need to fill up the details which are mapped while creating a new job. Learn more. (https://help.skillate.com/support/solutions/articles/82000478779-custom-job-fields) User Fields\nThese fields let you define the additional information you want to have on each user\u2019s profile. It is further added to the user form. Learn more. (https://help.skillate.com/support/solutions/articles/82000478778-custom-user-fields)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Custom User Fields \n\n #query#: How to Custom User Fields?", "answer": "\nSkillate provides the flexibility to define fields to capture additional information through each user\u2019s profile.\nOrganizations may need to gather certain information for their records from their users. This can be easily fulfilled by defining the required custom fields and configuring them with the user profile.\nCreating custom fields for user creation form\nFollow the below steps to start creating custom fields for user creation form:\nNavigate to the\nSettings > Custom Fields > User Fields.\nAll the created custom user fields will be listed down here. Click on Create New.\nIn the following pop-up, add a title, and description. Choose a field type from the drop-down menu.\nPlease note that the placeholder will be automatically populated as per the title you have provided. Click on Add to complete the process.\nThe new field will be available to choose from while you are creating the user form from the\nSettings > Administration > Users > Configuration .\nThe fields added here will reflect on My Profile on the\nSettings > My Account > My Profile." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Custom Job Fields \n\n #query#: How to Custom Job Fields?", "answer": "\nSkillate allows organizations to create custom job fields that need to be filled at the time of job creation. And we call the form 'Job Forms'.\nThese fields allow recruiters to capture additional data apart from the default fields, providing an option for the organization to capture the necessary custom data while creating a new job.\nThis article will help you understand: 1. How to create custom job fields? 2. How to add job fields to a job form?\nCreating custom job fields\nFollow the below steps to start creating job custom fields:\nNavigate to the\nSettings > Custom Fields > Job Fields.\nAll the created custom job fields will be listed down here. Click on Create New.\nIn the following pop-up, add a title, and description.\nChoose a field type from the drop-down menu.\nPlease be noted that the placeholder will be automatically populated as per the title you have provided. Click on Add to complete the process.\nThe new field will be available to use and will be listed down on Job Fields .\nAdding a job field to the job form\nOnce you have defined the job field, you will have to map it with the form in order to have it available on a job form.\nFollow the steps below to map the job field with the job form:\nNavigate to the\nSettings > Job Setup > Forms > Job Form.\nScroll down and click on New Field.\nIn the following pop-up, choose the job field from the drop-down menu.\nIf you need to have any dependency criteria defined, click on +Add Dependency . This ensures that the field is displayed only upon satisfying the criteria defined.\nFurther, choose if you would like to have it displayed as\nMandatory, Optional, or OFF .\nOnly those custom fields, that are marked as \u2018Mandatory\u2019 or \u2018Optional\u2019 will be displayed on the job creation form.\nIf you choose Yes for\nCan the agency view this field? - the respective field will be available for the agency to view from the job details page.\nTo get a preview of the configured form, click on Preview Form ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Custom Application Fields \n\n #query#: How to Custom Application Fields?", "answer": "\nCustom Application Field is a dynamic feature in Skillate which allows recruiters to define fields that they want to capture through a candidate\u2019s application. To capture custom information through these fields, they have to be included in the application configuration for career page, referral, agency, and internal job posting.\nFor configuring the application fields, follow the below steps: Go to\nSettings > General Configuration > Custom Fields > Application Fields . Click on Create New .\nIn the following pop-up, add a title, and description (optional). Choose a type for the new application field from the drop-down menu. The placeholder will be auto-filled as per the title you are providing.\nCheck the box to link this to the candidate\u2019s field as well .\nBy doing so, the value that is entered for the field will be available to view from the Candidate About Page. Click on Add to complete the process.\nUpon adding the custom application field, you can click on more options for editing or disabling the respective field. You can enable back the field anytime by clicking on more options provided for the field.\nJob-wise Application Questions:\n\nUsers can add questions to already prepared application forms for Careers Page, Referral, Agency, and IJP. For the same,\n\n1. Navigate to any of the jobs > Source Candidates > Application Questions.\n\n\n2. You can add questions to already configured Careers Page, Referrals, Agency, and IJP Application Forms.\n\n3. Click on +Create New Section. \nEnter a section name in the following pop-up and click on Create to save the changes.\n\n4. For adding questions to the created new section, click on New Question. \n\n5. From the following pop-up, select the application field that you would like to add here.\n\nPlease note that only those fields which are not in use will be available to add. The rest (those fields which are already used in the respective application form) will be in the disabled state.\n\n6. Add dependency criteria (if any), and choose if the field should be mandatory, optional, or OFF.\n\n7. Click on Add to complete the process. The questions added will reflect only for that particular job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Career Page Form \n\n #query#: How to Career Page Form?", "answer": "\nPermission: Site Admin\nSkillate provides an option to customize the default application form for new jobs in the careers page. The form can be customized by linking customized application fields. This feature can be used to capture additional candidate information such as languages spoken, post graduation year, last company name etc.\nPre-requisite: Create the necessary custom application fields before linking them to the careers page.\nTo know more about custom application fields, . Go to\nThis section in career page settings lets you add questions that\u2019ll be required to fill by the candidate at the time of applying for a job.\nTo Create a new section, click . This will add a new section in the career application form. You can add questions within this section. To create a new question, click . Select the application field you want to map here, enter the question you want to ask the candidate against that field and click .\nTo check how it reflects on the career page, go to the Configuration tab in Career Page settings and click on the career page URL. Apply on any of the open jobs to see the application form." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Configure Agency Form \n\n #query#: How to Configure Agency Form?", "answer": "\nPermission: Site Admin\nSkillate allows your organization to customize the candidate form that needs to be filled by the agency while uploading a candidate. This helps in gathering additional information when the candidate is referred through an agency.\nPre-requisite: Create the necessary custom application fields before linking them to the Agency Form page.\nTo know more about custom application fields, . Go to . To create a new field for the form, click . Select the application field from the predefined fields. Enter the field title as something descriptive or a question to define the field. Choose from mandatory, optional or off as to be shown in the agency form. After filling the details, click ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Configure Referral Form \n\n #query#: How to Configure Referral Form?", "answer": "\nReferral Form in Skillate provides the users with option to refer candidates. They can choose to refer the candidate for a specific job or add it to the company\u2019s talent pool (by choosing Refer without a job).\nSkillate also provides with the option to make changes in the Referral Form by linking custom application fields as per the company\u2019s requirement. Pre-requisite:\nCreate the necessary custom application fields before linking them to the Referral configuration page. Learn more about custom application fields here. (https://skillate.freshdesk.com/support/solutions/articles/82000478780-custom-application-fields)\nConfiguring a referral form\nFor configuring a referral form, follow the steps below:\nNavigate to the\nSettings > Sourcing Configuration > Referral > Configuration.\nFor adding fields to the referral form, click on the New Field .\nIn the following pop-up, choose the job field from the drop-down menu.\nIf you need to have any dependency criteria defined, click on +Add Dependency . This ensures that the field is displayed only upon satisfying the criteria defined.\nFurther, choose if you would like to have it displayed as\nMandatory, Optional, or OFF .\nOnly those custom fields, that are marked as \u2018Mandatory\u2019 or \u2018Optional\u2019 will be displayed on the referral form. Click on Add to have the field added to the referral form.\nTo get a preview of the configured form, click on Preview Form .\nJob-wise Application Questions:\n\nUsers can add questions to already prepared application forms for Careers Page, Referral, Agency, and IJP. For the same,\n\n1. Navigate to any of the jobs > Source Candidates > Application Questions.\n\n\n2. You can add questions to already configured Referral Application Form.\n\n3. Click on +Create News Section. \nEnter a section name in the following pop-up and click on Create to save the changes.\n\n4. For adding questions to the created new section, click on New Question. \n\n5. From the following pop-up, select the application field that you would like to add here.\n\nPlease note that only those fields which are not in use will be available to add. The rest (those fields which are already used in the respective application form) will be in the disabled state.\n\n6. Add dependency criteria (if any), and choose if the field should be mandatory, optional, or OFF.\n\n7. Click on Add to complete the process. The questions added will reflect only for that particular job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Custom Fields:Configuring User Fields \n\n #query#: How to Configuring User Fields?", "answer": "\nSkillate provides the flexibility to define fields to capture additional information through each user\u2019s profile.\nOrganizations may need to gather certain information for their records from their users. This can be easily fulfilled by defining the required custom fields and configuring them with the user profile.\nFollow the below steps to create new user fields on Skillate: Navigate to\nSettings > Custom Fields > User Fields . All the created user fields will be listed here. Click on Create New and in the following pop-up, fill in the details.\nAdd a title and description.\nUpon entering a title for the user field, the same is used for generating the placeholder.\nChoose an appropriate type for the user field from the list of 15 pre-defined field types. Click on Add to save the details.\nThe new field will be available to choose from while you are creating the user form from the\nSettings > Administration > Users > Configuration . F ields added here will reflect on My Profile on the\nSettings > My Account > My Profile." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:FAQ- Employee Portal \n\n #query#: Who can access the employee portal?", "answer": "\nYou can provide access to all the employees working in your organization. This way, you can seamlessly manage internal hiring and employee referrals.\nCan I give access to a non-Skillate user?\nNo, you will have to add the respective employee as a user in Skillate with Employee role privileges to access the employee portal.\nCan I access the employee portal from my mobile phone?\nYes, we have made the UI mobile-friendly!\nWhere can I find the meeting link for a scheduled interview from the employee portal?\nYou can view and access all the upcoming events and tasks by navigating to the Employee Portal > Overview tab." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:FAQ- Employee Portal \n\n #query#: How can I get a shareable link to a specific job?", "answer": "\nNavigate to the Employee Portal > Overview tab.\nYou will find a section called Referral Link in the bottom right corner.\nClick on the drop-down menu, select the job and then on Share. The shareable link will be copied to your clipboard." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:FAQ- Employee Portal \n\n #query#: Why am I not able to refer a candidate via the employee portal?", "answer": "\nYou cannot refer a candidate without permission to do so in the system. Please get in touch with your account admin to get access." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:FAQ- Employee Portal \n\n #query#: How can I get IJP enabled for my organization?", "answer": "\nPlease get in touch with the Skillate team via solutions@skillate.com to avail the feature for your organization. Also, please note that it is an add-on feature." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:FAQ- Employee Portal \n\n #query#: What is the difference between \u2018Referral Jobs\u2019 and \u2018My Referral\u2019 in the Employee Portal's Referrals tab?", "answer": " Referral Jobs:\nYou can view all the jobs accepting employee referrals in your organization. My Referral:\nYou can view all the candidates you have referred for various jobs. From here, you can also track their progress." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:FAQ- Employee Portal \n\n #query#: Why am I unable to apply for a job posted on IJP?", "answer": "\nIJP has a feature called Eligibility Criteria. The hiring manager can specify it while posting the job on IJP. Thus, employees who meet the specified criteria only can apply for the job.\nCan I submit a referral without a job?\nYes, click on the Upload from any page, and in the following pop-up, you will find an option to refer a candidate without a job.\nIf you cannot find the option, please get in touch with your Account Admin." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:FAQ- Employee Portal \n\n #query#: How can I manage notifications for my profile?", "answer": "\nClick on the profile icon from the Employee Portal in the top right corner. Now click on My Profile > My Subscription." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:Employee Portal- An Overview \n\n #query#: How to Employee Portal- An Overview?", "answer": "\nTo put it in simple words, those users who are employees in the organization can be given access to Skillate Employee Portal. This way, whenever there is internal hiring or the employee being part of the hiring process for the organization- they can log in to this portal and get the updates.\nIt can be either by following the steps of adding users to Skillate or the user can log in using SSO . In such cases, the respective employee will be added as a user in Skillate with\nEmployee level access and permissions .\nTo log in to the employee portal, users can navigate to employee.skillate.com, and enter the username and password or by SSO.\nIf you are a recruiter and would like to access your employee portal, navigate to the top right corner and click on the profile icon >\nView employee portal.\nRefer to the article here to learn more about various tabs available on the employee portal. (https://help.skillate.com/support/solutions/articles/82000881056-using-employee-portal)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Employee Portal:Using Employee Portal \n\n #query#: How to Using Employee Portal?", "answer": "\nOnce you have logged in to the employee portal, you will be able to view the following tabs. This article will help you understand each of the tabs which are available on the employee portal. Video Link: https://www.youtube.com/embed/8E8HqYF7N2A Overview\nThe overview section of the employee portal helps you with:\nUpcoming or pending tasks\nFilter out your dashboard view.\nStatus of the scheduled interviews, and direct links to attend them. Click on\nGo to interview to get more details about the candidate and the scheduled interview.\nBy default, you will be navigated to the Feedback tab of the interview.\nShare referral link\nYou can generate referral links for the talent pool or for a specific job.\nBy default, the referral link would be generated for the Talent Pool . In order to generate for a specific job, click on the drop-down menu and select the required job. Click on Copy Link to get the respective referral link copied to the clipboard.\nIJP (if enabled for your organization)\nTo access your organization\u2019s internal job portal, click on the I nternal\u00a0Job Posting. It will redirect you to IJP tab.\nYou can view and apply for jobs that are open for internal hiring without having to leave the page. To learn more about applying for a job via Internal Job Posting, click here . Referrals\nThe Referrals > Referral Jobs module displays the list of jobs that are available for submitting referrals.\nClick on the Job Name to view the job details and refer a candidate.\nThe Uploaded Resumes column displays the total number of candidate profiles that you have submitted for the respective job.By clicking on\u00a0Referral Policy, you can view the organization\u2019s referral policy\nThe Uploaded Resumes column displays the total number of candidate profiles that you have submitted for the respective job.By clicking on\u00a0Referral Policy, you can view the organization\u2019s referral policy\nBy clicking on Referral Policy , you can view the organization\u2019s referral policy\nClick on Add Referral\u00a0to upload a candidate's resume for the job.\nClick on the\u00a0Share icon to fetch a shareable link to the job or directly share it in various social media channels.\nThe Referrals > My Referrals module will display the candidate profiles that you have referred altogether. You can also filter the profiles job-wise.\nIJP (if enabled for your organization)\nIf IJP is enabled for your organization, you can view and apply for jobs that are available for internal hiring within your organization. 1. Use the Filter to filter out the jobs as per Location, Department, Grade, and Employee Role. 2. Click on any job to\u00a0view its details, apply, and also copy the job link which can be shared across. 3. Click on View Internal Job Policy to view the organization's internal job policy.\nApprovals (if enabled for your organization) (if enabled for your organization) The approvals tab displays all the pending, rejected and approved job and offer letters.\nClicking on any of the jobs or offer letters will display the respective details. My Profile\nNavigate to the top right corner of your screen, and click on the profile icon > My profile. My Profile\nThe section allows you to edit your details on Skillate. Click on Edit to update it.\nIf you would like to set up a new password, click on the Change Password. My Subscription\nIt allows you to manage the notifications that you want to receive during various instances.\nYou can toggle ON or OFF as required from here." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:FAQ- External Agency \n\n #query#: When should I use an Agency Portal?", "answer": "\nIf you have external agencies sourcing candidates for you, you can add them to your Skillate and provide access to them." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:FAQ- External Agency \n\n #query#: How many agency logins can I avail myself?", "answer": "\nThere is no limit to the number of external agencies you can add.\nIs there a provision for an agency to manage more than one client using this portal?\nYes, from the agency portal, they can manage all the clients who are using Skillate. These clients will be listed in the Clients tab in the portal.\nWill the agency be prompted if they are trying to upload a candidate's resume, which is already present in the system?\nYes, the candidate will be tagged as \u2018duplicate\u2019 if the system finds the candidate resume already present in the system.\nIs there a way to view the referral status for the agency?\nYes, they can view the status from the respective candidate card.\nCan I delete an agency?\nNo, you cannot delete an agency from Skillate. However, you can disable them to stop getting them listed." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:FAQ- External Agency \n\n #query#: What is meant by a cool-off period for an agency?", "answer": "\nThe cool-off period defines the period for which the ownership of the candidate stays with the agency." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:FAQ- External Agency \n\n #query#: What does \u201cNot Verified\u201d mean against an agency name on Skillate?", "answer": "\nWhen you add an agency from Skillate, they will receive an email to verify their email. The tag \u201cNot Verified\u201d stays until they verify it through email." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:External Agency Portal- An Overview \n\n #query#: How to External Agency Portal- An Overview?", "answer": "\nWhile you consider closing jobs faster, you might have to rely on external staffing agencies. And if you are a Skillate user, managing external agencies is made easier and seamless with Skillate\u2019s Agency Portal.\nThis article helps you understand and get an overview of what the Skillate\u2019s Agency Portal does and what are the advantages of having one in use.\nAdvantages of having the Agency Portal\nThe Skillate Agency Portal allows agencies to work with multiple clients by a single login .\nClients and Jobs Overview : Upon an agency logging in to Skillate\u2019s Agency Portal, the Clients tab allows you to get the list of all the clients that the agency has been associated with. The Clients tab also displays the number of jobs assigned, the number of candidates added to the job(s), and the number of the unique candidates. Duplicate check on referred profiles: when an agency uploads a candidate profile, the system checks if it is an existing profile or not. If the candidate profile already exists with the system, the profile will be marked as Duplicate. It thus tells them that they may not receive the benefits in case the candidate is hired.\nThe ownership for a candidate profile stays with the agency only for the defined ownership period.\nBy logging in to the agency portal > client > candidates , they can view the status of all the referred profiles.\nNote for Skillate users (clients for agencies):\nWhen an agency is invited for the first time they will have to verify their email address to start using the product. (Please refer to External Agency Guide for more details about how to verify and login to Skillate Agency Portal)\nYou can choose to disable an agency, this will remove your organization from their portal. And will un-assign from jobs (if any). You cannot delete an agency from the Skillate system.\nIf you wish to remove an agency from a job simply un-assign them from the settings or from the job sourcing page.\nLearn more about:\nAdd Agencies and Agency Groups (https://help.skillate.com/en/support/solutions/articles/82000888248) | Assigning jobs to agency | External Agency Guide (https://help.skillate.com/support/solutions/articles/82000880942-assigning-jobs-to-an-agency) (https://help.skillate.com/support/solutions/articles/82000880942-assigning-jobs-to-an-agency) (https://help.skillate.com/support/solutions/articles/82000880943-getting-started-with-external-agency-portal-for-agency-)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:Add Agencies and Agency Groups \n\n #query#: How to export the agency details from Skillate?", "answer": "\nAdd New Agency\nFollow the below steps to add an agency:\nNavigate to the\u00a0Settings > Administration > External Agency > Agency.\nNavigate to the\u00a0Settings > Administration > External Agency > Agency.\nNavigate to the\nSettings > Administration > External Agency > Agency.\nClick on\u00a0Add New Agency.\nClick on\u00a0Add New Agency. Click on\nAdd New Agency.\nOn the following page, specify a\u00a0name\u00a0for the agency, email address, and cool-off period (in days).\nOn the following page, specify a\u00a0name\u00a0for the agency, email address, and cool-off period (in days).\nOn the following page, specify a name for the agency , email address, and cool-off period (in days).\nThe cool-off period allows specifying the number of days till which the agency will have ownership over the referred candidate. Upon completing the specified days, the candidate profile will show as expired.\nYou can choose to assign a job from the same page or skip the step.\nYou can choose to assign a job from the same page or skip the step.\nYou can choose to assign a job from the same page or skip the step.\nThe agency will have\u00a0a NOT_VERIFIED\nThe agency will have\u00a0a NOT_VERIFIED\nThe agency will have a NOT_VERIFIED tag unless they have logged in via the email sent from Skillate.\nNote: You cannot delete an agency. However, you can disable it, which restricts the respective agency from listing on the job assigning page. You can re-enable it anytime.\nAdd New Agency Group\nFor adding an agency group, follow the below steps:\nFor adding an agency group, follow the below steps:" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:External Agency- Configuration \n\n #query#: How to External Agency- Configuration?", "answer": "\nThe configuration section for external agencies in Skillate allows you to have the agency form ready. The form is prompted for agencies whenever they are uploading a candidate profile for an assigned job.\nYou can configure your external agency form questions by following the below steps:\nNavigate to the Settings > Administration > External Agency > Configuration. Click on New Field for adding a new field (question to the agency form).\nIn the following pop-up, you will have to choose an application field from the drop-down menu. application field here Add a Title for the field.\nSpecify if the field has got any dependency with any other existing fields in the form.By specifying dependency, the field will be displayed for filling only upon satisfying the dependency criteria.\nChoose if you would like to keep the field (question) as a\nMandatory, Optional, or put on OFF . Click on Add to complete the process.\nUpon adding all the necessary fields, click on Preview to get the configured form.\nJob-wise Application Questions:\n\nUsers can add questions to already prepared application forms for Careers Page, Referral, Agency, and IJP. For the same,\n\n1. Navigate to any of the jobs > Source Candidates > Application Questions.\n\n\n2. You can add questions to already configured Agency Application Form.\n\n3. Click on +Create News Section. \nEnter a section name in the following pop-up and click on Create to save the changes.\n\n4. For adding questions to the created new section, click on New Question. \n\n5. From the following pop-up, select the application field that you would like to add here.\n\nPlease note that only those fields which are not in use will be available to add. The rest (those fields which are already used in the respective application form) will be in the disabled state.\n\n6. Add dependency criteria (if any), and choose if the field should be mandatory, optional, or OFF.\n\n7. Click on Add to complete the process. The questions added will reflect only for that particular job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:Assigning Jobs to an Agency \n\n #query#: How to Assigning Jobs to an Agency?", "answer": "\nUpon creating a new job on Skillate, you can start sourcing for candidates. You can assign an agency for a job in either of the two methods given below: Method 1: From\nSettings (you can assign more than one job for an agency)\nNavigate to the\nSettings > Administration > External Agency > Agency.\nGo to the required agency\u2019s details page by clicking on the agency name.\nNavigate to Assigned Jobs tab.\nClick on +Assign Jobs.\nFrom the following pop-up, you can choose as many jobs as required to assign for the agency. Method 2:\nFrom the job details page (you can assign more than one agency for the job)\nNavigate to the job details page and then to\nSource Candidates > Agency .\nYou can set a limit to the number of candidates an agency can refer for the job here. Toggle the button ON and enter the number.\nBy default, it will be set as 50 candidates. Click on Edit and enter the number as required.\nFurther, click on Assign Agency .\nIn the following pop-up, add all the required agencies to assign for the job.\nYou can also choose to assign an agency group by choosing for Groups .\nUpon choosing the agencies or agency group- click on Assign to complete the process.\nIf you have chosen agency groups, all the agencies added to the respective group will be automatically assigned with the job." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:Getting Started with External Agency Portal (For Agency) \n\n #query#: How to Getting Started with External Agency Portal (For Agency)?", "answer": "\nIf you are an agency working for a client who is also a Skillate user, here is an exclusive guide for you.\nIf you are a Skillate user who would like to add agencies and manage via Skillate, refer to the article here. (https://help.skillate.com/support/solutions/articles/82000880938-external-agency-portal-an-overview)\nLogging in to Skillate Agency Portal\nUpon you receive the invite for logging in for the Skillate\u2019s Agency Portal, follow the steps below to go further:\nFrom the email invite, click on the Create Password to get started with Skillate Agency Portal.\nIn the following screen, you will have to set up a password for your agency portal login.\nOnce set, you can use the same credentials for logging into the agency portal.\nLearn more about using Skillate Agency here. (https://help.skillate.com/support/solutions/articles/82000880944-using-an-external-agency-portal-for-agency-)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Agency Portal:Using an External Agency Portal (For Agency) \n\n #query#: How to Using an External Agency Portal (For Agency)?", "answer": "\nWhen an agency logs in to an agency portal, the Clients tab displays the list of clients who are associated with the agency.\nWhen you are on a particular client page, click on the drop-down menu to switch between clients. Jobs Tab\nBy clicking on any of the names, it will navigate to the respective client\u2019s Jobs tab.\nYou can view the job status , the number of candidates added to the job, and out of which the number of unique candidate profiles.\nClicking on the job name will display the respective job details.\nFor associating a candidate for the job, click on the upload icon provided against the job name.\nFill in the details and click on Add to complete the process. Candidates Tab The Candidates tab provides you with a list of the candidates who are associated with the client. Below are the various functions available for easy and better use:\nNavigate to the Job Name provided on the right side of the page to filter out candidates as per jobs.By default, it will display for All Jobs category.\nUpon selecting a job, you can proceed to Bulk Action as well. It helps you edit the candidate details in one shot.Upon updating the details, click on OK to close the pop-up.\nYou can perform a bulk action only upon selecting a job.\nThe candidate card provides details about the candidate.\nAgainst each of the candidates, you can view the respective job and candidate profile status.\nFor choosing a job, click on the drop-down provided for\nReferred to job .\nYou will get to view the details about the candidate after associating with the job.\nFor uploading a candidate profile for the client (any job for the client), click on + Upload Candidates provided on the top right of the page.\nIn the following pop-up, you can choose a job and assign one or more candidates. Click on Upload to finish the process. My Profile\nMy profile on the respective client page has got essentially 2 sections. About You\nWhere all the default details are added.\nYou can further have the name of the agency changed for the client.\nFurther, you can have other fields like Phone Number, GSTIN, and Office Address edited from here.\nHowever, the email address cannot be changed. Click on Update to complete the process.\nInformation shared with your client\nWhere you can have agreement/terms and conditions, POC name & contact, and agreement duration added. Click on Update upon making necessary changes. My Subscription\nThe various notifications are controlled from here. Please note that you need to have permission granted from the client-side to change the settings here. Quick References:" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Advanced Configurations:AOP (Annual Operating Plan) \n\n #query#: What is 'Employee Roles' in AOP?", "answer": "\nPermission: Site Admin\nUnderstanding AOP Overview\nAOP Overview gives you a gist about your organization\u2019s total number of positions, hiring status for these positions, and a department-wise split of hiring status. Position Status: Position Status: Position Status:\nThe graph of \u2018Position Status\u2019 displays the\u00a0total number of positions, along with the split of\u00a0Open, On-hold, and Filled\nThe graph of \u2018Position Status\u2019 displays the\u00a0total number of positions, along with the split of\u00a0Open, On-hold, and Filled\nThe graph of \u2018Position Status\u2019 displays the total number of positions , along with the split of\nOpen, On-hold, and Filled positions. Hiring Status:\nThe graph of \u2018Hiring Status\u2019 displays the total number of open positions, along with the split for the hiring status for the open positions- \u00a0In progress, Hired, and Yet to Start\u00a0positions. total number of open positions, along with the split for the hiring status for the open positions- \u00a0In progress, Hired, and Yet to Start\u00a0positions. total number of open positions , along with the split for the hiring status for the open positions-\nIn progress, Hired, and Yet to Start positions.\nIn Progress:\u00a0Those positions which have a requisition created and the hiring is in progress.\nIn Progress:\u00a0Those positions which have a requisition created and the hiring is in progress. In Progress:\nThose positions which have a requisition created and the hiring is in progress.\nHired:\u00a0Those positions that are filled by creating a requisition.\nHired:\u00a0Those positions that are filled by creating a requisition. Hired:\nThose positions that are filled by creating a requisition." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Advanced Configurations:SMTP Integration \n\n #query#: How to configure SMTP configuration on Skillate?", "answer": " ----------------------------------------------------------------------------------------------------------------------\nPermission: Site Admin\nUnderstanding SMTP Integration\nSMTP stands for Simple Mail Transfer Protocol . It works for outgoing emails only. To send emails, you need to provide the correct SMTP server while configuring in Skillate. . It works for outgoing emails only. To send emails, you need to provide the correct SMTP server while configuring in Skillate. . It works for outgoing emails only. To send emails, you need to provide the correct SMTP server while configuring in Skillate.\nWhen you have the integration enabled, you can set up a sender email address and a name that identifies as your organization's. All the automated emails will be triggered using the\u00a0email address and sender name\u00a0which you have defined.\nWhen you have the integration enabled, you can set up a sender email address and a name that identifies as your organization's. All the automated emails will be triggered using the email address and sender name which you have defined.\nEnable SMTP for your organization\nTo enable SMTP for your Skillate account, you will have to contact the team skillate.\nConfigure SMTP for your organization\nAfter you have got SMTP enabled for your organization, follow these steps to configure SMTP from Skillate:\nNavigate to\u00a0Settings > Administration > Organization > Configuration.\nNavigate to\u00a0Settings > Administration > Organization > Configuration. Navigate to\nSettings > Administration > Organization > Configuration.\nFrom\u00a0SMTP Configuration, click on\u00a0Edit.\nFrom\u00a0SMTP Configuration, click on\u00a0Edit. From SMTP Configuration , click on Edit.\nAdd a\u00a0Host, Encryption method, and other details\u00a0as required.\nAdd a\u00a0Host, Encryption method, and other details\u00a0as required. Add a\nHost, Encryption method, and other details" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Advanced Configurations:SAML 2.0 Integration \n\n #query#: What is SAML?", "answer": "\nBy definition, SAML stands for Security Assertion Markup Language. It is an XML- based open standard for transferring identity data between an identity provider (IDP) and a service provider (SP). Identity Provider \u2014 Performs authentication and passes the user's identity and authorization level to the service provider.\nDifference between SAML & SSO\nBoth authentication protocols serve a similar function to connect users and allow them to access the requested resource. SAML is an umbrella standard that covers federation, identity management, and Single Sign On (SSO). SAML activates Single Sign On (SSO) for browser-based applications.\nBenefits of using SAML\nA single set of credentials to access all apps. Skillate can also be accessed with IDP. This adds a layer of enterprise security and eases the transition and adoption of all external applications.\nUser management in Skillate made it easy- disabling their login would also directly impact Skillate login when an employee leaves the organization. No manual deactivation is required.\nOrganizations can control who can access Skillate via the respective IDP.\nMethods of using SAML\nOnce configured, anyone in the organization can use a single set of username and passwords to log in to Skillate. However, we can call it two methods:\nIDP initiated flow:\nIn this case, you must log in to SAML IDP using the configured username and password.\nThe following page will list all the available applications to log in using SAML.\nClick on Skillate, and you will be redirected automatically to the application.\nService Provider initiated flow:\nIn this case, you will have to navigate to the login page of Skillate: https://app.skillate.com/auth/login\nYou will find various options to log in. Enter your user name.\nYou will be logged in automatically if you have logged in to the IDP.\nIf you have not logged in to the IDP, you will be redirected to the IDP page to log in. Further, you will be redirected to Skillate automatically.\nApplications that support SAML\nSkillate supports almost every IDP provider which supports SAML 2.0 protocol, like OKTA , OneLogin ,\nMicrosoft Active Directory , etc., to facilitate seamless SAML login.\nConfiguring SAML to login to Skillate\nIt is an add-on feature. Please reach out to your CSM to get it enabled for your organization." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Reports & Analytics Overview \n\n #query#: How to Reports & Analytics Overview?", "answer": "\nPermission: SIte Admin, Job Admin (as per the user group)\nAccess to Reports: Users get access to the reports of the jobs created by the user group for which he/she is a part of. For example, the user group configured has location as Bangalore and department as Engineer. The user in this group will have access for reports with Bangalore and Engineer as the location and department respectively.\nAlthough, if a user is a part of a hiring team in a user group, irrespective of the location and department, he/she will also have access to the reports.\nReports in Skillate gives you quantifiable insights into your organization\u2019s recruiting data. It helps you measure and compare key metrics to improve the overall efficiency of your hiring processes. It gives the flexibility to extract data across jobs, candidates, users and candidates. The reports are displayed in a visually intuitive way for easy interpretation by the user. Click tab to open the reports section in Skillate. This section gives graphical representation for data as per Recruiter Activity, Job Analysis, Source Analytics and Candidate Analytics.\nThe reports section gives you the flexibility to apply filters as per the data you wish to extract. These filters facilitate ease in analysing only the relevant data.\nTo know more about the Recruiter Activity Report, ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Recruiter Activity Report \n\n #query#: How to Recruiter Activity Report?", "answer": "\nRecruiter Activity Report gives insights into the actions taken by the recruiter. The graphs generated for this report are Time Spent, Matching Engine Call, JD Assistant Call, Actions on Candidates and Chatbot Activity.\nThe Recruiter Activity Report has the option to apply filters- Users, Jobs and Date. These filters help in narrowing down the relevant insights.\nTo apply the User filter, click . This will open by the user filter window. Apply from the three filters- .\nBy Name, helps you view reports for the users selected.\nBy Role, can get reports for user role selected- site admin, job admin, employee and external interviewer.\nBy Office & Department, can be used to generate reports for specific office and departments of the user\u2019s profile.\nFor example, you may want to see the data for recruiters that are responsible for technical hiring. For this, you can select the role of the user from the \u2018By Role\u2019 filter and the enter the office and department details such as Bangalore & Engineering respectively to get the relevant data.\nNote: These filters can be used in congruence with each other.\nTo apply the Jobs Filter, click adjacent to the user filter. The Jobs filter window will provide you with an option to apply filter- .\nBy Job, lets you select the job for which you want the data.\nTeam Members, lets you choose the Users and their role- creator, recruiter, hiring manager etc.\nBy Office & Department, gives you an option to select the job\u2019s specific office and departments.\nCreated Between, it filters out the data for the jobs created between the selected date.\nFor example, suppose you want to see data for John for all the jobs he is the hiring manager.\u00a0 You\u2019ll go to the jobs filter > Team Member, enter john in the user filter and select hiring manager in the adjacent box. Applying this filter will give you the data pertaining to the jobs where john is the hiring manager.\nNote: These filters can be applied individually or in congruence with each other.\nThe Date filter is used to select the date range for which you require the data. graph represents the total time spent by the selected users. It also provides the bifurcation for the time spent on the Talent pool and Screen stage. trend graph represents the candidates matched by the AI engine in the Talent Pool and Screen Stage graph represents the total number of times the JD Assistant was used. It further, shows the bifurcation into excellent, average, good, and poor.\nNote: For Time Spent tracking, after 30 seconds of no activity we stop the timer. The action includes moving a mouse as well. graph represents the actions undertaken on the candidate during the selected date range. Actions are interview scheduled, interview confirmation sent, feedback submitted, offer letter sent etc. is a bar stacked graph which represents the candidates invited from the talent pool or screen stage and out of the invited candidates, the number of candidates responded and not responded. In the below image, 18 th\nSeptember, 741 candidates were invited from the Screen stage and none from the Talent pool. Out of those 741, 433 have responded and 308 have not responded.\nNote: Here the time filter is applied on the date the candidates were invited.\nTo check out the document on Source Analytics, ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Analytics \n\n #query#: How to Candidate Analytics?", "answer": "\nCandidate Analytics gives deeper insight into the candidates that are sourced in Skillate and the related actions.\nThe filters available in this section are similar to the ones used in Source Analytics.\nTo know more about the application of filters, . is a trend graph representing the total number of candidates added in Skillate during the selected date range. It further shows the breakup of the total candidates into new, unique and unparsed candidates.\nNote: The date filter is applied on the date candidates were sourced. is a trend graph representing the rank of the candidates\u2019 in the Screen and the offer stage as per the matching engine.\nFor example, in a given date range you source 100 candidates. Out of these 100, you screened 4 of the candidates. The average rank will be the average rank of these 4 candidates that were moved to the interview stage.\nNote: Screening here refers to moving candidates from screen stage(default) to the interview stage. Also, the date range filter is applied on the date the candidate was screened or offered. represents the percentage breakup of reasons for rejecting candidates. It enlists the list of reasons for rejecting candidates with their respective percentages. is a stacked bar chart representing the total interviewers\u2019 feedback requested and out of that the total feedback submitted by the interviewer.\nNote: The date range filter will be applied on the date interview is scheduled. Also, this considers both- interview schedule as well as the feedback step. is a trend graph representing the types of emails that are being sent to the candidates. It gives you an idea as to what is the bulk communication to the candidates from the organization\u2019s end.\nNote: The date range filter is applied on the date when the email is sent. represents the ratings submitted by the candidate through the survey form in a given date range. is a funnel diagram representing the number of candidates sourced on a given date range and the action taken on them in the different stages in the hiring process.\nFor example in the below image, for a given date range, 4512 candidates were added. Out of these 4512, 579 were screened and 352 were rejected. Out of the screened, 85 were interviewed. Out of the 85 interviewed, 23 were rejected and 62 were offered. Out of these 62 offered, 18 were hired and 2 were rejected. is represented through a pie chart and a bar graph. It represents\nAverage time taken for first response and Total Responded vs Shortlisted. This helps recruiters in identifying the time/day when more chatbot responses are received.\nFor example, in a given date range, you have sent 50 chatbot requests. Out of these 50 requests, the first response for 10 requests came in 2 days, for 20 in 3 days and for the rest in 4 days. The weighted average of all these responses will be taken to calculate the average time taken for the first response.\nNote: The time filters take into consideration the time of the first response." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Source Analytics \n\n #query#: How to Source Analytics?", "answer": "\nSource Analytics gives insights into the distribution of candidate sources for different jobs. Data on candidate sourcing is essential to understand the dominant and effective candidate sources used by the organization.\nFor example, your organization may want to analyse the performance of your career page. To get data for the number of candidates sourced through career page and the status of those candidates can be analysed by using relevant filters.\nThe Sourcing Analytics section has filters to narrow down the reports as per candidate sources and jobs.\nTo apply the source filter, click . As shown in the below image, select the sources from the drop-down for which you want to see the data.\nNote: The Date Range filter is applied on the date candidates were sourced.\nThe jobs filter work in a similar way as described in the . is a pie chart representing the distribution of the sources of candidates\u2019 for the selected job. is a pie chart representing the percentage share of candidates\u2019 sources of only the top 10% candidates as given by the matching engine. is a funnel diagram representing the number of candidates sourced on a given date range and the action taken on them in the different stages in the hiring process.\nFor example in the below image, for a given date range, 4512 candidates were added. Out of these 4512, 579 were screened and 352 were rejected. Out of the screened, 85 were interviewed. Out of the 85 interviewed, 23 were rejected and 62 were offered. Out of these 62 offered, 18 were hired and 2 were rejected.\nTo check out the document on Candidate Analytics, ." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Reports & Analytics- An Overview \n\n #query#: How to Reports & Analytics- An Overview?", "answer": "\nSkillate has a set of curated reports that can be generated and downloaded anytime. Further, if your organization has specific requirements, you can contact your Skillate SPOC. They will guide you through further processes.\nReports in Skillate give you quantifiable insights into your organization\u2019s recruiting data. The reports are displayed visually intuitive for straightforward interpretation by the user.\nBefore you dive into using these reports and analytics, here are some of the major pointers:\nTypes of Reports\nCandidate Pipeline by Job (https://help.skillate.com/en/support/solutions/articles/82000888583) Agency Report (https://help.skillate.com/en/support/solutions/articles/82000888600) Candidate-wise (https://help.skillate.com/en/support/solutions/articles/82000888586) Recruiter Quality (https://help.skillate.com/en/support/solutions/articles/82000888587)\nCandidate Experience Survey (https://help.skillate.com/en/support/solutions/articles/82000888599)\nTime to hire by job (https://help.skillate.com/en/support/solutions/articles/82000888598) Interview (https://help.skillate.com/en/support/solutions/articles/82000888585) Offer (https://help.skillate.com/en/support/solutions/articles/82000888589) Custom Reports (https://help.skillate.com/en/support/solutions/articles/82000890537)\nTypes of Analytics Milestone Analytics User Activity Source Analytics (https://help.skillate.com/en/support/solutions/articles/82000888641) Job Status Job Age Hiring Pattern Filters\nThe reports and analytics section allows you to apply filters as per the data you wish to extract. These filters facilitate ease in analyzing only the relevant data.\nYou can generate reports and analytics for a particular date or a range of dates. The maximum date range you can set up is 720 days.\nYou can filter out both Reports & Analytics based on jobs, user groups, teams, and job-created dates.\nWhile applying the job filter, you can choose a specific job to generate a report too. You will find only those jobs in which you are part of.\nIf you are part of the Global group, you will get all the jobs on the platform in the drop-down. Schedule Report\nYou can also schedule reports by filtering out the data as per Job Information, Hiring Team & Role, and Office & Department. These filters might vary depending on the report.\nFurther, you can schedule a report specifying the frequency, time, recipients, and email. Navigate to Schedule Email\u00a0and click on Schedule Now.\nUpon generating, all the scheduled reports will be available to view and download from the Scheduled tab within the respective report.\nYou can pause, resume and edit recipients for the scheduled reports anytime! Visibility\nAll the generated reports will be accessible only at the user level. If you have generated a report, other users from the same organization will not find these reports.\nYou can also schedule a report and send it to users." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Pipeline by Job- Report \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Candidate Pipeline by Job.\nTabs and Functionality\nCandidate Pipeline by Job has two tabs , namely:\nGenerated and Scheduled .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Scheduled\u2019 tab displays all the reports that have been scheduled and generated . It is when you want periodic reports for this particular scenario.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status is chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Pipeline by Job- Report \n\n #query#: How does it work?", "answer": "\nIf you add a user name and select a role \u2192 those jobs for which the selected user has been assigned with the selected role will be used for the reports.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Pipeline by Job- Report \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out jobs based on their creation date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save. Click on Generate Now and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:\nNavigate to the Scheduled tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required and the report will be generated for the selected jobs.\nYou can also select job status and it will be applied along with the selected jobs.\nSelect a range of dates if you want to filter out based on the job creation date.\nSelect a user name (or more) and role. The jobs will be filtered based on the combination specified here.\nSelect an office location (or more) and department. The jobs will be filtered based on the combination specified here.\nUpon adding all the required filters, ensure that you click on Add. Click on" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Interview Reports \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Interview.\nTabs and Functionality\nInterview reports have two tabs , namely:\nGenerated and Scheduled .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Scheduled\u2019 tab displays all the reports that have been scheduled and generated . You can also schedule and send reports from here.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status are chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Interview Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific user(s) and role. In that case, all jobs created for the selected combination of user(s) and role will be used for the reports. Note:\nYou can select as many users and roles as required.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Interview Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save.\nYou can also select a range of dates to filter out based on the interview start date. Click on Generate Now and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:\nNavigate to the Scheduled tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required and the report will be generated for the selected jobs.\nYou can also select job status and it will be applied along with the selected jobs.\nSelect a range of dates if you want to filter out based on the job creation date.\nSelect a user name (or more) and role. The jobs will be filtered based on the combination specified here.\nSelect an office location (or more) and department. The jobs will be filtered based on the combination specified here.\nUpon adding all the required filters, ensure that you click on Add." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Wise Reports \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Candidate Wise.\nTabs and Functionality\nInterview reports have two tabs , namely:\nGenerated and Scheduled .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Schedule Email\u2019 tab displays all the reports that have been scheduled and generated . You can also schedule and send reports from here.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status are chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Wise Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific user(s) and role. In that case, all jobs created for the selected combination of user(s) and role will be used for the reports.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Wise Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, \u2192 all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save.\nYou can also select a range of dates to filter out based on when the candidates have been added to job. Click on Generate Now and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:\nNavigate to the Schedule Email tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required and the report will be generated for the selected jobs.\nYou can also select job status and it will be applied along with the selected jobs.\nSelect a range of dates if you want to filter out based on the job creation date.\nSelect a user name (or more) and role. The jobs will be filtered based on the combination specified here.\nSelect an office location (or more) and department. The jobs will be filtered based on the combination specified here.\nUpon adding all the required filters, ensure that you click on Add." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Recruiter Quality Report \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Recruiter Quality.\nTabs and Functionality\nCandidate Pipeline by Job has two tabs , namely:\nGenerated and Scheduled .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Schedule Email\u2019 tab displays all the reports that have been scheduled and generated . You can also schedule and send reports from here.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status are chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Recruiter Quality Report \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific user(s) and role. In that case, all jobs created for the selected combination of user(s) and role will be used for the reports.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Recruiter Quality Report \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out jobs based on their creation date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save. Click on Generate Now and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:\nNavigate to the Schedule Email tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based users or user teams.\nSelect as many user teams and users from the drop-down as required.\nUpon adding the users, click on\nMove to schedule to start scheduling the report. Select Frequency for generating these reports. You can select from\nDays, Weeks, Months, and Quarterly." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Offer- Reports \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Offer.\nTabs and Functionality\nInterview reports have two tabs , namely:\nGenerated and Scheduled .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Schedule Email\u2019 tab displays all the reports that have been scheduled and generated . You can also schedule and send reports from here.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status are chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Offer- Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Offer- Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save.\nYou can also select a range of dates to filter out based on when the offer letter was generated. Click on Generate Now and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organization users. Follow the below steps to schedule a report:\nNavigate to the Schedule Email tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required and the report will be generated for the selected jobs.\nYou can also select job status and it will be applied along with the selected jobs.\nSelect a range of dates if you want to filter out based on the job creation date.\nSelect a user name (or more) and role. The jobs will be filtered based on the combination specified here.\nSelect an office location (or more) and department. The jobs will be filtered based on the combination specified here.\nUpon adding all the required filters, ensure that you click on Add." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Time to Hire- Reports \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Offer.\nTabs and Functionality\nInterview reports have two tabs , namely:\nGenerated and Scheduled Email .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Schedule Email\u2019 tab displays all the reports that have been scheduled and generated . You can also schedule and send reports from here.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status are chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by the combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Time to Hire- Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Time to Hire- Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save. Click on Generate Now, and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:\nNavigate to the Schedule Email tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required and the report will be generated for the selected jobs.\nYou can also select job status and it will be applied along with the selected jobs.\nSelect a range of dates if you want to filter out based on the job creation date.\nSelect a user name (or more) and role. The jobs will be filtered based on the combination specified here.\nSelect an office location (or more) and department. The jobs will be filtered based on the combination specified here.\nUpon adding all the required filters, ensure that you click on Add. Click on" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Experience Survey- Reports \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Candidate Experience Survey.\nTabs and Functionality\nInterview reports have two tabs , namely:\nGenerated and Scheduled Email .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Schedule Email\u2019 tab displays all the reports that have been scheduled and generated . You can also schedule and send reports from here.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status are chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Experience Survey- Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Candidate Experience Survey- Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save.\nYou can also select a range of dates to filter out based on when the offer letter was generated. Click on Generate Now and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:\nNavigate to the Schedule Email tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required, and the report will be generated for the selected jobs.\nYou can also select job status, and it will be applied along with the selected jobs.\nSelect a range of dates if you want to filter out based on the job creation date.\nSelect a user name (or more) and role. The jobs will be filtered based on the combination specified here.\nSelect an office location (or more) and department. The jobs will be filtered based on the combination specified here.\nUpon adding all the required filters, ensure that you click on Add." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Agency Reports \n\n #query#: How to find the report?", "answer": " Navigate to\nReports & Analytics > Reports > Agency Report.\nTabs and Functionality\nInterview reports have two tabs , namely:\nGenerated and Scheduled Email .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Scheduled\u2019 tab displays all the reports that have been scheduled and generated . You can also schedule and send reports from here.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generate to fetch a report with all the jobs you have been part of.\nIf you are part of the global group, you will have access to all the jobs.\nGenerate reports with filters:\nFor applying filters, click on Jobs .\nSelect the jobs from the following pop-up for which the system should fetch data.\nGo to the Job Status tab, and select if you want to filter out based on the job status. You can select as many as from the drop-down.\nIf no status are chosen, the report will have jobs in all the status within the system. Go to Team Members, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Agency Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to Office & Department, and you can filter out by a combination of users and roles. Click on Add to apply the filter." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Agency Reports \n\n #query#: How does it work?", "answer": "\nSuppose you select a specific office and department. In that case, all jobs created for the selected combination of office and department will be used for the reports.\nGo to the\nCreated Between tab and filter out interviews based on their start date. You can choose a range of up to 720 days from here.\nUpon selecting all the required filters, click on Apply Filter to save.\nYou can also select a range of dates to filter out based on when the agency was assigned with the job. Click on Generate Now and the report will be generated.\nIt will be then listed in Generated tab. Schedule report\nYou can schedule reports and even share them with other organisation users. Follow the below steps to schedule a report:\nNavigate to the Schedule Email tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required and the report will be generated for the selected jobs.\nYou can also select job status and it will be applied along with the selected jobs.\nSelect a range of dates if you want to filter out based on the job creation date.\nSelect a user name (or more) and role. The jobs will be filtered based on the combination specified here.\nSelect an office location (or more) and department. The jobs will be filtered based on the combination specified here.\nUpon adding all the required filters, ensure that you click on Add." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Source Analytics \n\n #query#: What are sub-sources?", "answer": "\nWhen you upload a candidate's resume to Skillate, you will be asked to choose a source and then a sub-source. It is further used for filtering the candidate profiles.\nLet us take a look at the various parameters available in this report:\nTotal displays the total number of unique candidates sourced and their sub-source based on the first source .\nEach sub-parameter (sources) is based on the sources of candidates for your organization. The percentage is calculated w.r.t. total count shows below sub-source breakup.\nYou can apply filters and filter out the details. The system will consider the date you had added the candidate to the system.\nYou can choose a source from the drop-down menu, and the split of sub-sources will be displayed. By default, the drop-down menu will display all the sources available in the system.\nTop 5 Sources of Offered Candidates & Top 5 Sources of Hired Candidates\nBoth graphs are pictorial representations of the top 5 sources of candidates and their count who were offered a job and hired. \u2018Top 5 Sources of Offered Candidates\u2019 displays the total number of candidates who were offered any job and also who were marked as hired. Similarly, the \u2018Top 5 Sources of Hired Candidates\u2019 will display the total number of candidates hired.\nYou can apply filters and choose a range of dates to filter out the details.\nThe date filter will be applied for the \u2018Top 5 Sources of Offered Candidates\u2019 considering the \u2018added on\u2019 date.\nThe date filter will be applied for the \u2018Top 5 Sources of Hired Candidates\u2019 considering the \u2018added on\u2019 date." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Understanding metrics used in generating reports \n\n #query#: How to Understanding metrics used in generating reports?", "answer": "\nCandidate Pipeline by Job" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Custom Reports \n\n #query#: How to create a custom report?", "answer": "\nYou can contact the Skillate Solutions team to create a custom report for your organization\u2019s Skillate account. Drop us an email with your requirements to solutions@skillate.com , and someone from our team will assist you with the same.\nYou can specify:\nThe details that you need to capture in the report\nThe filters that need to be added to your report\nPivot Reports (Add-on Feature) (Add-on Feature)\nSkillate is providing Pivot Reports as per client request. Please note that it is an add-on feature and if you want it to be enabled, contact your CSM.\n\nTo get pivot reports from Skillate you will need to provide us with the data dump in an excel format along with the necessary pivots. \n\nThe data dump should be filled with all the details that are required to create the pivot report.\nThe pivots should be added as a separate sheet within the main excel sheet and please ensure that you have enabled \"Refresh data when opening the file\" for the pivot reports.\n\nTo enable the same, please follow the below steps:\nThe pivots should be added as a separate sheet within the main excel sheet and please ensure that you have enabled \"Refresh data when opening the file\" for the pivot reports.\n\nTo enable the same, please follow the below steps:\nClick anywhere in the PivotTable to show the PivotTable Tools on the ribbon.Click Analyze > Options.On the Data tab, check the Refresh data when opening the file box.\nWe will further apply these pivots per the data dump you shared from the backend. Every time you change the data dump, it will be reflected across the related pivot reports within the sheet. Thus, we ensure that you are working on up-to-date and relevant data.\n\nPlease note that the pivot reports will be available only in excel format." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Reports and Analytics:Custom Reports \n\n #query#: How to find the report?", "answer": "\nUpon creating the custom report for your organization, you can find them by navigating to\nReports & Analytics > Custom Reports.\nTabs and Functionality\nLike our system reports, every custom report will have two tabs :\nGenerated and Scheduled .\nThe \u2018Generated\u2019 tab displays all the reports that have been generated.\nThe \u2018Schedule Email\u2019 tab displays all the reports that have been scheduled and generated. It is when you want periodic reports for this particular scenario.\nGenerate new report\nFor generating a new report, follow the below steps: Click on Generate now button provided on the right-hand side of the screen.\nFrom the following pop-up, click on Generated to fetch the custom report.\nThe following screen will have the filters listed. You can specify these filters while raising the request for a custom report. Schedule report\nYou can schedule reports and even share them with other organization users. Follow the below steps to schedule a report:\nNavigate to the Schedule Email tab. Click on Schedule Now.\nThe next step allows you to filter out the report. You can filter out the report based on job, hiring team, role, office location and department.\nSelect as many jobs as required and the report will be generated for the selected jobs.\nYou can also select job status and it will be applied along with the selected jobs." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Campaigns:Create a Campaign \n\n #query#: How to Create a Campaign?", "answer": "\nPermission: view campaign is required\nThe campaign feature on Skillate offers your organisation to create outbound email campaigns to engage candidates in different phases of hiring through automated emails.\nFor example, your organisation may decide to engage candidates who did well in the interview stage but were not suitable for the role they had applied. These candidates may be a good fit for other future job openings and can be grouped together in a particular campaign to maintain a relationship with them. Go to on your Skillate home page and click the tab.\nA dialogue box would appear. Fill in the title of your new campaign. 3. Once you click , you\u2019ll be directed to setup campaign. Go to 4. Candidates Criteria lets you add specific candidates as per the purpose of your campaign. You can define the candidates who are in any of the stages, their status and reason. Additionally, you can select the particular job, source, skill and keyword for a more definitive and refined targeting of your campaign.\nFor example, here you may decide to send some employer branding material to the candidates in the screening stage or any kind of training module that\u2019s required by the candidates hired in a particular job. 5. In the setup tab, lets you collect information about the interested candidates. You can simply go to Create a new poll and enter details- name, question and multiple choices. Once filled, click . tab lets you add collaborators, who can manage the campaign along with you. 6. Once the setup is ready, move to the tab. This lets you add multiple touchpoints to your email campaign. Additionally, you can attach the Poll created earlier with any of the touchpoints. You choose the condition and the time between two touchpoints for your prospective candidates. Once all changes have been made, click . You can now start your campaign by clicking \u201d.\nThe Campaign dashboard lets you track- candidates added, number of emails sent and opened for respective campaigns." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Integrations - An Overview \n\n #query#: How can you enable each of these integrations?", "answer": "\nFind the right tool for you and enable it with a click! Job Boards: (https://help.skillate.com/en/support/solutions/articles/82000478806) Naukri Naukri iimjobs iimjobs Monster Monster Online Assessments: Online Assessments: HackerEarth HackerEarth HackerRank HackerRank iMocha iMocha\nMercer | Mettl (https://help.skillate.com/en/support/solutions/articles/82000885348)\nMercer | Mettl (https://help.skillate.com/en/support/solutions/articles/82000885348) NTalents NTalents SHL SHL Assesshub (https://help.skillate.com/en/support/solutions/articles/82000888579) Assesshub (https://help.skillate.com/en/support/solutions/articles/82000888579)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Skillate - Darwinbox Integration \n\n #query#: How to use this integration?", "answer": " Pre-requisites: Have a valid account with Darwinbox Procure necessary APIs from Darwinbox which can be shared with Skillate for enabling the integration.\nCandidate Addition API: for pushing all the application details, including candidate and requisition details from Skillate.\nAdd standard documents API:\nOptional. Only required if the attached documents in Skillate need to be transferred to Darwinbox.\nCandidate CTC addition/updation API :\nOptional. Only required if the CTC/Offer details in Skillate need to be transferred to Darwinbox\nCredentials or Authentication headers of all the APIs as mentioned above.\nDetails of all the required fields in DarwinBox to create an employee (Field Names and Types).\nUpon enabling the integration, you will fill up the details on a spreadsheet that Skillate team will share.\nPlease refer to this sheet , which contains some sample fields on how the Darwinbox team should share the data with you.\nEnable Darwinbox for your Skillate Account\nYou can get in touch with your respective CSM to get the integration enabled from the back end. Meanwhile, you can be ready with the prerequisites mentioned above to speed up the process.\nExport data to Darwinbox\nOnce you have the integration enabled and details mapped correctly, you are good to use the integration for exporting a hired candidate's details to Darwinbox. From the Hired candidate profile, click on\nExport to Darwinbox." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Job Boards \n\n #query#: How to Job Boards?", "answer": "\nSkillate has the following Job Boards integrations:\nNaukri, LinkedIn, IIMJobs, and Monste r. These integrations allow you to publish your jobs on these job boards with a click !\nEnabling Job Boards\nTo enable any of these for your organizations, follow the below steps:1. Navigate to the\nSettings > Sourcing Information > Job Board . 2. You will find the list of available job board integrations Skillate provides. 3. Click on Connect provided against the respective job board that you would like to enable. 4. The following pop-up will prompt to enter the credentials to the respective job board. 5. Upon adding them, click on Connect to complete the process.\nPublishing a Job\nUpon enabling the required job board(s) integration for your account, you will get the job board listed for publishing a job.\nFollow the below steps to publish a job on a job board: Navigate to Jobs and select a job.\nFrom the details page, go to Source Candidates and to Job Boards.\nIf you have enabled the integration, the button label will be Post Job . Upon clicking Post Job , the job will be published on the respective job board.\nIf you do not enable the integration, the button label will be\nEnable .\nAnd the integration page will open on a new tab. Also, could you follow the steps provided in Enabling Job Boards?" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Sending Offer Letters via DocuSign \n\n #query#: How to view the signing status on Skillate?", "answer": "\nEnable DocuSign Integration\nBefore proceeding, please ensure that your sign integration is DocuSign in Skillate.\nIf you have DocuSign listed in\nSettings > Integrations , click on Connect . You will be redirected to the DocuSign login page where you need to enter the credentials and enable integration!\nFormatting Offer Letter Template\nLet's say that your hiring process has such a scenario to be addressed.\nWhile generating the offer letter from Skillate, add the following placeholders to the template for capturing signatures and signed dates.\nCompany Signature: {{organization_signature_1}}\nCompany Signature 1: {{organization_signature_date_1}}\nCompany Signature: {{organization_signature_2}}\nCompany Signature 2: {{organization_signature_date_2}}\nCompany Signature: {{organization_signature_3}}\nCompany Signature 3: {{organization_signature_date_3}}\nCandidate Signature: {{candidate_signature}}\nCandidate Signature: {{candidate_signature_date}}\nNavigate to the\nSettings > Sourcing Configuration > Offer Configuration> Templates.\nThese placeholders need no validation process. So, it will be displayed as not validated upon clicking on the template name from Offer Configuration.\nNavigate to the Form tab in Offer Configuration.\nWhile creating a new form or editing an existing form, you can specify the number of signatures apart required candidate. Click on Create .\nOnce the form is created with the required number of signatures, you can generate an offer letter for candidates in the Offer stage." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Sending Offer Letter via Adobesign \n\n #query#: How to view the signing status on Skillate?", "answer": "\nEnable Adobesign Integration\nBefore proceeding, please ensure that your sign integration is Adobesign in Skillate.\nIf you have Adobesign listed in\nSettings > Integrations , click on Connect .\nYou will be redirected to the Adobesign login page where you need to enter the credentials and enable integration!\nFormatting Offer Letter Template\nLet's say that your hiring process has such a scenario to be addressed.\nWhile generating the offer letter from Skillate, add the following placeholders to the template. \"Sig_es_:signer1:signature\" , \"Dte_es_:signer1:date\" \"Sig_es_:signer2:signature\" , \"Dte_es_:signer2:date\" \"Sig_es_:signer3:signature\" , \"Dte_es_:signer3:date\" \"Sig_es_:signer4:signature\" , \"Dte_es_:signer4:date\"\nNavigate to the\nSettings > Sourcing Configuration > Offer Configuration> Templates.\nThese placeholders need no validation process. So, it will be displayed as not validated upon clicking on the template name from Offer Configuration.\nNavigate to the Form tab in Offer Configuration." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Sending Offer Letter via Leegality \n\n #query#: How to view the signing status on Skillate?", "answer": "\nEnable Leegality Integration\nBefore proceeding, please ensure that your sign integration is Leegality in Skillate.\nIf you have Leegality listed in\nSettings > Integrations , click on Connect . On the following pop-up, enter the Auth Token as given on your Leegality account.\nFormatting Offer Letter Template Scenario\nNavigate to the\nSettings > Sourcing Configuration > Offer Configuration> Form.\nWhile creating a new form or editing an existing form, you can specify the number of signatures apart from the required candidate. The integration allows you to have maximum of 3 stakeholder signatures. Click on Create .\nOnce the form is created specifying the required number of signatures, you can generate an offer letter for candidates in the Offer stage.\nSending Offer Letter via Leegality\nFor sending offer letters via Leegality, follow the below steps:\nNavigate to the Jobs and go to any candidate in the Offer Stage. Click on\nSend via Leegality . If you have set up an approval chain for the offer letters, the button will be visible only upon offer approval.\nIn the following pop-up, specify the details and choose the template." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Mercer | Mettl for Online Assessment \n\n #query#: How can candidates access the assessment?", "answer": "\nEnable Mercer | Mettl integration\nYou can integrate to your Mercer | Mettl account from Skillate by entering the API keys by navigating to the Settings > General Configuration > Integration > Mercer | Mettl.\nConfigure an assessment round\nNow that the integration is enabled, you can add an assessment round to your Hiring Plan. Follow the steps below by navigating to a\nJob > About > Hiring Plan. Click on +Round to the required stage.\nIn the following pop-up, select the round name as Assessment.\nUpon adding a round name, click on\u00a0Create.\nUpon adding a round name, click on Create.\nFrom the created assessment round, click on Configure .\nFrom the configuration page, fill in the required details.\nPlease note that the Test needs to be configured from the Mercer | Mettl account; the test will be mapped automatically to the drop-down menu here.\nSkillate will trigger an email to users upon a candidate completing the test. The users can be added while configuring the assessment.\nAdditionally, users can configure feedback and scorecard for the respective round. Send Assessment\nYou can invite candidates to take the online assessment via Mercer | Mettl by following the steps below:\nNavigate to the candidate who is in the assessment stage.\nNavigate to the candidate who is in the assessment stage.\nClick on Send test to candidate.\nClick on Send test to candidate.\nReview the pre-filled details from the following pop-up and click on Send Test.\nReview the pre-filled details from the following pop-up and click on Send Test.\nThe respective candidate will receive an email triggered from Mercer | Mettl with the selected test (from the Skillate platform)." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Assesshub Integration - Online Assessment \n\n #query#: How can candidates access the assessment?", "answer": "\nEnable Assesshub integration\nYou can integrate to your Assesshub account from Skillate by entering the\nUsername and Password by navigating to the\nSettings > General Configuration > Integration > Assesshub.\nConfigure an assessment round\nNow that you have the integration enabled, you can add an assessment round to your Hiring Plan. Follow the steps below:\nNavigate to a\nJob > About > Hiring Plan. Click on +Round to the required stage.\nIn the following pop-up, select the round name as Assessment.\nUpon adding a round name, click on Create.\nFrom the created assessment round, click on Configure .\nFrom the configuration page, fill in the required details. Select reviewers from the drop-down list.\nYou can select Assesshub from the drop-down list for Test Platform .\nPlease note that the\nTest needs to be configured from the Mercer | Mettl account; the test will be mapped automatically to the drop-down menu here." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:IPIX Integration - Online Assessment \n\n #query#: How can candidates access the assessment?", "answer": "\nEnable IPIX integration\nYou can integrate to your IPIX account from Skillate by entering the\nUsername and Password by navigating to the\nSettings > General Configuration > Integration > IPIX.\nConfigure an assessment round\nNow that you have the integration enabled, you can add an assessment round to your Hiring Plan. Follow the steps below:\nNavigate to a\nJob > About > Hiring Plan. Click on +Round to the required stage.\nIn the following pop-up, select the round name as Assessment.\nUpon adding a round name, click on Create.\nFrom the created assessment round, click on Configure .\nFrom the configuration page, fill in the required details. Select reviewers from the drop-down list.\nYou can select IPIX from the drop-down list for Test Platform .\nPlease note that the\nTest needs to be configured from the IPIX account; the test will be mapped automatically to the drop-down menu here." }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Jombay Integration - Online Assessment \n\n #query#: How can candidates access the assessment?", "answer": "\nEnable Jombay integration\nYou can integrate to your Jombay account from Skillate by entering the\nUsername and Password by navigating to the\nSettings > General Configuration > Integration > Jombay.\nNote: You should have a valid Jombay account to enable this integration.\nConfigure an assessment round\nNow that you have the integration enabled, you can add an assessment round to your Hiring Plan. Follow the steps below:\nNavigate to a\nJob > About > Hiring Plan. Click on +Round to the required stage.\nIn the following pop-up, select the round name as Assessment.\nUpon adding a round name, click on Create.\nFrom the created assessment round, click on Configure .\nFrom the configuration page, fill in the required details. Select reviewers from the drop-down list.\nYou can select Jombay from the drop-down list for Test Platform .\nPlease note that the\nTest needs to be configured from the Jombay account;" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Background Verification \n\n #query#: How to Background Verification?", "answer": " \u2605 What is Background Verification \u2605 What is Background Verification\nBackground verification is a process many organizations carry out in order to verify the information provided by the candidate during hiring. It involves various checks in which you will have to go through the candidate\u2019s education records, past employer details, identity checks, resume checks, and address checks. The background verification process generally starts when the candidate clears all the interview rounds, and it takes up to 10 - 15 working days to carry out the process. Sometimes it may take more time when you wish to look for in-depth information.\nBackground verification is a process many organizations carry out in order to verify the information provided by the candidate during hiring. It involves various checks in which you will have to go through the candidate\u2019s education records, past employer details, identity checks, resume checks, and address checks. The background verification process generally starts when the candidate clears all the interview rounds, and it takes up to 10 - 15 working days to carry out the process. Sometimes it may take more time when you wish to look for in-depth information. \u2605 Why Background Verification is Important \u2605 Why Background Verification is Important \u2605 Why Background Verification is Important\nHiring a new person is a big decision for any company. Whether or not the candidate will perform and fit into the role is secondary, but a lot goes on in the background before the person is brought on board. Performing a background check is your opportunity to verify the information provided by your job candidate. It can also reveal information that was either mistakenly or intentionally omitted.\nHiring a new person is a big decision for any company. Whether or not the candidate will perform and fit into the role is secondary, but a lot goes on in the background before the person is brought on board. Performing a background check is your opportunity to verify the information provided by your job candidate. It can also reveal information that was either mistakenly or intentionally omitted.\nHere are a few reasons why you should run the background check:\nHere are a few reasons why you should run the background check:\nTo provide a safe workplace for your employees and customers\nTo provide a safe workplace for your employees and customers\nTo encourage honesty in the application and interview process.\nTo encourage honesty in the application and interview process.\nTo eliminate uncertainty in the hiring process.\nTo eliminate uncertainty in the hiring process.\nHelps you build the belief that the candidate you\u2019re recruiting is well-qualified and has the required experience needed for the role.\nHelps you build the belief that the candidate you\u2019re recruiting is well-qualified and has the required experience needed for the role.\nSuccessful background verification is an indication of the candidate\u2019s honesty and integrity\nSuccessful background verification is an indication of the candidate\u2019s honesty and integrity \u2605 The Background Verification Process in Skillate \u2605 The Background Verification Process in Skillate \u2605 The Background Verification Process in Skillate\nYou can order background checks right within the Skillate platform. This step comes naturally woven into your hiring plan and is generally placed after the Offer stage. Data collection, the verification, and delivery of results are all automated within Skillate. \u00a0At Skillate, we partner with multiple background verification vendors to help you automate your background verification process.\nYou can order background checks right within the Skillate platform. This step comes naturally woven into your hiring plan and is generally placed after the Offer stage. Data collection, the verification, and delivery of results are all automated within Skillate. \u00a0At Skillate, we partner with multiple background verification vendors to help you automate your background verification process. \u27a5\u00a0Reference: For more on partner list, please refer to the complete 'Integration - An Overview' article to understand the various vendors that Skillate integrated. (https://help.skillate.com/en/support/solutions/articles/82000889779) \u27a5\nReference: For more on partner list, please refer to the complete 'Integration - An Overview' article to understand the various vendors that Skillate integrated. (https://help.skillate.com/en/support/solutions/articles/82000889779)\nWith Skillate, you can view the live status of the background check for every candidate and get notified once the verification is complete. Skillate also delivers the link to the verification report for detailed consumption.\nWith Skillate, you can view the live status of the background check for every candidate and get notified once the verification is complete. Skillate also delivers the link to the verification report for detailed consumption.\nYou must enter into direct agreements with these background verification vendors to enable background checks. With some vendors, Skillate interacts with the candidate to collect the necessary background check information and pass it to those vendors. With other vendors, Skillate leaves it to the vendor to interact with the candidate and conduct the background check. The recruiter experience is seamless and remains the same in both these scenarios.\nYou must enter into direct agreements with these background verification vendors to enable background checks. With some vendors, Skillate interacts with the candidate to collect the necessary background check information and pass it to those vendors. With other vendors, Skillate leaves it to the vendor to interact with the candidate and conduct the background check. The recruiter experience is seamless and remains the same in both these scenarios.\nThe list of Background Verification vendors with which Skillate integrated is shown below -\nThe list of Background Verification vendors with which Skillate integrated is shown below - Checkr Checkr Ongrid (https://docs.google.com/document/d/1JG9wCDP440fiChnIyviIcPai9lP7mk3Ozs2F4gw0YMI/edit#) Ongrid \u27a5\u00a0Reference: Please refer to the complete 'Integration of Ongrid' article to understand the Ongrid integration flow at Skillate. (https://help.skillate.com/en/support/solutions/articles/82000900525) \u27a5\nReference: Please refer to the complete 'Integration of Ongrid' article to understand the Ongrid integration flow at Skillate. (https://help.skillate.com/en/support/solutions/articles/82000900525)" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Integration of Ongrid - Background Verification \n\n #query#: How to Integration of Ongrid - Background Verification?", "answer": "\nTABLE OF CONTENTS \u2605 What is Ongrid Integration (#%E2%98%85-What-is-Ongrid-Integration) \u2605 Integration of Ongrid (#%E2%98%85-Integration-of-Ongrid) [A] Configuring the Candidate Forms (#[A]-Configuring-the-Candidate-Forms%3A) [B] Enablement of Ongrid (#[B]-Enablement-of-Ongrid%3A) [C] Configuring Ongrid at Global Hiring Plan (#[C]-Configuring-Ongrid-at-Global-Hiring-Plan%3A) [D] Initiating Background Verification (#[D]-Initiating-Background-Verification) [E] Tracking the status of background verification (#[E]-Tracking-the-status-of-background-verification) \u2605 What is Ongrid Integration \u2605 What is Ongrid Integration \u2605 What is Ongrid Integration\nOngrid is an ISO-certified digital platform for background verifications and checks. The integration of Ongrid on the Skillate platform aims to improve your recruiting flow by reducing the administrative tasks that recruiters need to manage while ordering background checks for candidates.\nOngrid is an ISO-certified digital platform for background verifications and checks. The integration of Ongrid on the Skillate platform aims to improve your recruiting flow by reducing the administrative tasks that recruiters need to manage while ordering background checks for candidates.\nThis integration helps you carry out multiple background checks and allows you to manage all these tasks from Skillate itself.\nThis integration helps you carry out multiple background checks and allows you to manage all these tasks from Skillate itself. \u2605 Integration of Ongrid \u2605 Integration of Ongrid \u2605 Integration of Ongrid\nTo integrate Ongrid,\nTo integrate Ongrid,\nConfigure the\u00a0Candidate Form\u00a0with the help of your Skillate Customer Success Manager. Configure the Candidate Form with the help of your Skillate Customer Success Manager .\nEnable Ongrid integration from\u00a0Settings > Integration.\nEnable Ongrid integration from\nSettings > Integration.\nConfigure\u00a0Ongrid\u00a0setup from the\u00a0Global\u00a0Hiring Plan. Configure Ongrid setup from the Global Hiring Plan.\nInitiate the background verification from the\u00a0Candidate\u2019s Page.\nInitiate the background verification from the Candidate\u2019s Page.\nTrack the status of the ordered background verification\nTrack the status of the ordered background verification \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ [A] Configuring the Candidate Forms [A] Configuring the Candidate Forms\nConfigure the\u00a0\u2018Candidate Form\u2019\u00a0from the Forms tab, as per the requirement from Ongrid, to initiate the Background Verification. Configure the \u2018Candidate Form\u2019 from the Forms tab, as per the requirement from Ongrid, to initiate the Background Verification.\nTo configure the Candidate Form,\nTo configure the Candidate Form, [1] Log in to your Skillate Platform and navigate to\u00a0Settings. [1] Log in to your Skillate Platform and navigate to Settings. [2]\u00a0Go to\u00a0Job Setup > Forms > Candidate Forms\u00a0from the\u00a0Settings\u00a0page. [2] Go to\nJob Setup > Forms > Candidate Forms from the Settings page. [3] Configure the Candidate From as per the document provided by the Ongrid team as a guideline while asking the candidate for the details. [3] Configure the Candidate From as per the document provided by the Ongrid team as a guideline while asking the candidate for the details. \u27a5 Important:\u00a0Please contact your Skillate Customer Success Manager to help you set up the Candidate Form as per your required verification. Skillate will collect all the necessary data points from the candidates as per the required Ongrid verification. \u27a5 Important:\nPlease contact your Skillate Customer Success Manager to help you set up the Candidate Form as per your required verification. Skillate will collect all the necessary data points from the candidates as per the required Ongrid verification. [4] Once you set up the candidate form as per the Ongrid verification, send the form to the required candidates before initiating the background check. [4] Once you set up the candidate form as per the Ongrid verification, send the form to the required candidates before initiating the background check. \u27a5 Reference:\u00a0Please refer to the complete article on\u00a0Configuring Candidate Form\u00a0for detailed information on how to create a new Candidate Form. (https://help.skillate.com/en/support/solutions/articles/82000478784) \u27a5 Reference: \u27a5\nPlease refer to the complete article on\nConfiguring Candidate Form (https://help.skillate.com/en/support/solutions/articles/82000478784) for detailed information on how to create a new Candidate Form. \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ [B] Enablement of Ongrid [B] Enablement of Ongrid\nFollow the below-mentioned steps to enable the Ongrid account:\nFollow the below-mentioned steps to enable the Ongrid account: [1] Log in to your Skillate Platform and navigate to\u00a0Settings. [1] Log in to your Skillate Platform and navigate to Settings. [2] From the\u00a0Settings\u00a0page, go to\u00a0General Configuration > Integrations. [2] From the Settings page, go to\nGeneral Configuration > Integrations. [3] On the\u00a0Integrations\u00a0page, scroll down to\u00a0\u2018Ongrid\u2019\u00a0and\u00a0click\u00a0Connect. [3] On the Integrations page, scroll down to \u2018Ongrid\u2019 and click Connect. [4] Enter the Credentials, such as User Name, Password, and Community ID provided by Ongrid. Click\u00a0Save. [4] Enter the Credentials, such as User Name, Password, and Community ID provided by Ongrid. Click Save. [5] Once you have completed the connection flow, you will be redirected back to the\u00a0\u2018Integrations\u2019\u00a0page, and you will see the status of your connection. [5] Once you have completed the connection flow, you will be redirected back to the \u2018Integrations\u2019 page, and you will see the status of your connection. \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ [C] Configuring Ongrid at Global Hiring Plan [C] Configuring Ongrid at Global Hiring Plan\nOnce your Skillate and Ongrid accounts are connected, you can begin ordering background checks.\nOnce your Skillate and Ongrid accounts are connected, you can begin ordering background checks.\nYou can configure the Background checks at Global Hiring Plan from Settings or set it up at each job level within the Job\u2019s Hiring Plan.\nYou can configure the Background checks at Global Hiring Plan from Settings or set it up at each job level within the Job\u2019s Hiring Plan. \u27a5 Important:\u00a0It is recommended that you configure your Background Verification round within the\u00a0Global Hiring Plan\u00a0section from the\u00a0Settings\u00a0page.\u00a0Once you configure it at the Global Hiring Plan level, then when you create any new jobs using these hiring plans, it automatically inherits all the associated rounds to your newly created jobs. This way, you do not have to configure Background Verification round at each job level. \u27a5 Important: \u27a5\nIt is recommended that you configure your Background Verification round within the\nGlobal Hiring Plan section from the Settings page .\nOnce you configure it at the Global Hiring Plan level, then when you create any new jobs using these hiring plans, it automatically inherits all the associated rounds to your newly created jobs. This way, you do not have to configure Background Verification round at each job level.\nFollow the below-mentioned steps to configure Ongrid setup at Global Hiring Plan:\nFollow the below-mentioned steps to configure Ongrid setup at Global Hiring Plan: [1] Log in to Skillate Platform and navigate to\u00a0Settings. [1] Log in to Skillate Platform and navigate to Settings . [2] From the\u00a0Settings\u00a0page, go to\u00a0Job Setup > Hiring Plan. [2] From the Settings page, go to\nJob Setup > Hiring Plan. \u27a5 NOTE: You can create a new hiring plan or update the existing one to add Background Verification round. \u27a5 NOTE: You can create a new hiring plan or update the existing one to add Background Verification round. NOTE : You can create a new hiring plan or update the existing one to add Background Verification round. [3] Open any hiring plan where you wish to add the Background Verification round.\u00a0For example,\u00a0\u2018Default Hiring Plan.\u2019 [3] Open any hiring plan where you wish to add the Background Verification round . For example, \u2018Default Hiring Plan.\u2019 \u27a5 Important:\u00a0Make sure you add Candidate Form & Background Verification Round in the required job stage. For example, when you add Candidate Form & Background Verification round within the Offer/Documentation stage, then you can initiate Candidate Form and Background Verification checks only when the candidates are in the Offer/Documentation stage. \u27a5 Important:\nMake sure you add Candidate Form & Background Verification Round in the required job stage. For example, when you add Candidate Form & Background Verification round within the Offer/Documentation stage, then you can initiate Candidate Form and Background Verification checks only when the candidates are in the Offer/Documentation stage. [4] Before proceeding with Ongrid Configuration, ensure your Hiring Plan has a \u2018Candidate Form\u2019\u00a0round created. If not, create a new round for\u00a0the\u00a0\u2018Candidate Form\u2019\u00a0to configure it with the\u00a0\u2018Ongrid form.\u2019 [4] Before proceeding with Ongrid Configuration, ensure your Hiring Plan has a \u2018 Candidate Form\u2019 round created. If not, create a new round for the \u2018Candidate Form\u2019 to configure it with the \u2018Ongrid form.\u2019\nTo add a new Round,\nTo add a new Round,\nGo to the required stage where you wish to add a new\u00a0Candidate Form\u00a0round.\nGo to the required stage where you wish to add a new Candidate Form round.\nClick on\u00a0+Round. Click on +Round.\nSelect\u00a0Round Type\u00a0as\u00a0\u2018Candidate Form.\u2019 Select Round Type as \u2018Candidate Form.\u2019\nFill in the Round Name and click\u00a0Add Round.\nFill in the Round Name and click Add Round. [5] On the \u2018Candidate Form\u2019\u00a0round, click\u00a0Configure. [5] On the \u2018 Candidate Form\u2019 round, click Configure. [6] Select a Candidate Form as\u00a0\u2018Ongrid Form.\u2019\u00a0Fill in the relevant information in\u00a0the\u00a0\u2018Email Template\u2019\u00a0and \u2018Notification\u2019\u00a0sections. Click\u00a0Save. [6] Select a Candidate Form as\u00a0\u2018Ongrid Form.\u2019\u00a0Fill in the relevant information in\u00a0the\u00a0\u2018Email Template\u2019\u00a0and \u2018Notification\u2019\u00a0sections. Click\u00a0Save.\nSelect a Candidate Form as \u2018Ongrid Form.\u2019\nFill in the relevant information in the \u2018Email Template\u2019 and \u2018 Notification\u2019 sections. Click Save. [7] Next, ensure your Hiring Plan has a\u00a0\u2018Background Verification Round\u2019\u00a0created. If not, create a new round for\u00a0\u2018Background verification\u2019\u00a0to configure it with Ongrid. [7] Next, ensure your Hiring Plan has a \u2018Background Verification Round\u2019 created. If not, create a new round for \u2018Background verification\u2019 to configure it with Ongrid.\nTo add a new Round,\nTo add a new Round,\nGo to the required stage where you wish to add a new round.\nGo to the required stage where you wish to add a new round.\nClick on\u00a0+Round. Click on +Round.\nSelect\u00a0Round Type\u00a0as\u00a0\u2018Background Verification.\u2019 Select Round Type as \u2018Background Verification.\u2019\nFill in the Round Name and click\u00a0Add Round.\nFill in the Round Name and click Add Round. [8] On the \u2018Background Verification\u2019\u00a0round, click\u00a0Configure. [8] On the \u2018 Background Verification\u2019 round, click Configure. [9] On the Configurations page, select a Background Check Platform as\u00a0\u2018Ongrid.\u2019\u00a0Next, select the applicable\u00a0Package\u00a0and enter the\u00a0Community ID.\u00a0Additionally, you have to select users to notify upon completing the test, such as Recruiter, Recruiter Assistant, and Hiring Manager, or you can specify the email address in the\u00a0Others\u00a0column. Click\u00a0Save. [9] On the Configurations page, select a Background Check Platform as \u2018Ongrid.\u2019\nNext, select the applicable Package and enter the Community ID.\nAdditionally, you have to select users to notify upon completing the test, such as Recruiter, Recruiter Assistant, and Hiring Manager, or you can specify the email address in the Others column. Click Save. [10] At the top, you will get a notification as\u00a0\u2018Background verification configured successfully.\u2019\u00a0Post the success message; you can close the configuration page. [10] At the top, you will get a notification as \u2018Background verification configured successfully.\u2019\nPost the success message; you can close the configuration page. [11] Once you configure the Candidate Form and Background Verification round within Global Hiring Plan, you can create new jobs with this hiring plan and initiate a background check on a candidate. [11] Once you configure the Candidate Form and Background Verification round within Global Hiring Plan, you can create new jobs with this hiring plan and initiate a background check on a candidate. \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ [D] Initiating Background Verification [D] Initiating Background Verification\nFollow the below-mentioned steps to initiate the background verification on a candidate:\nFollow the below-mentioned steps to initiate the background verification on a candidate: [1] Log in to Skillate Platform and navigate to\u00a0Jobs. [1] Log in to Skillate Platform and navigate to Jobs. [2] Open any job created with the above hiring plan (mentioned in Step C), where you have already configured the\u00a0Candidate Form\u00a0and\u00a0Background Verification\u00a0rounds. [2] Open any job created with the above hiring plan (mentioned in Step C), where you have already configured the Candidate Form and Background Verification rounds. [3] From the selected job page, navigate to\u00a0Candidates.\u00a0Under each active candidate, who all are in Offer/Documentation stage (as configured in Step C), you will see the option to send\u00a0Candidate Form\u00a0and\u00a0Initiate Background Verification.\u2019\u00a0link. [3] From the selected job page, navigate to Candidates.\nUnder each active candidate, who all are in Offer/Documentation stage (as configured in Step C), you will see the option to send Candidate Form and\nInitiate Background Verification.\u2019 link. [4] It is recommended to send the\u00a0Candidate Form\u00a0to candidates before Initiating a Background Verification. Once you send a form, the candidate will receive an email notification to fill up the relevant details and submit it. [4] It is recommended to send the Candidate Form to candidates before Initiating a Background Verification. Once you send a form, the candidate will receive an email notification to fill up the relevant details and submit it. [5] Once you send a form, the candidate will receive an email notification to fill up the relevant details and submit it. [5] Once you send a form, the candidate will receive an email notification to fill up the relevant details and submit it. For example: For example: [6] Next, click on the\u00a0\u2018Initiate Background Verification\u2019\u00a0link to initiate the background verification. A window will appear to\u00a0\u2018Initiate Background Check.\u2019\u00a0All the details filled in by the candidates via Candidate Form will be mapped here, so you can check the details and initiate the background verification. Check all the details and click\u00a0Initiate\u00a0to start the background verification. [6] Next, click on the \u2018Initiate Background Verification\u2019 link to initiate the background verification. A window will appear to \u2018Initiate Background Check.\u2019\nAll the details filled in by the candidates via Candidate Form will be mapped here, so you can check the details and initiate the background verification. Check all the details and click Initiate to start the background verification. [7] At the top, upon a successful background check initiation, you will see the notification message as\u00a0\u2018Background Verification Initiated Successfully.\u2019 [7] At the top, upon a successful background check initiation, you will see the notification message as \u2018Background Verification Initiated Successfully.\u2019 [8] Once you initiate the background verification process, you can see the updated real-time status as\u00a0\u2018InProgress.\u2019 [8] Once you initiate the background verification process, you can see the updated real-time status as \u2018InProgress.\u2019 \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ \u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043\u2043------------------------ [E] Tracking the status of background verification [E] Tracking the status of background verification\nSkillate allows you to track the real-time status of your ordered background verification.\nSkillate allows you to track the real-time status of your ordered background verification.\nTo track the status,\nTo track the status, [1] Navigate to the\u00a0Job\u2019s Overview\u00a0page for which you initiated the background check. [1] Navigate to the Job\u2019s Overview page for which you initiated the background check. [2] Go to the\u00a0Candidates\u00a0page. [2] Go to the Candidates page. [3] Navigate to the\u00a0Candidate\u2019 Profile\u00a0for which you have initiated the background check. You will see a status labeled with its Background Check Status, Background Check Result, Estimated Time to Complete (only when the candidate submits the form), and link to the Ongrid dashboard. [3] Navigate to the Candidate\u2019 Profile for which you have initiated the background check. You will see a status labeled with its Background Check Status, Background Check Result, Estimated Time to Complete (only when the candidate submits the form), and link to the Ongrid dashboard. [4] Once the status reads\u00a0Complete, you can see the\u00a0\u2018Result Link\u2019\u00a0to open the report in the Ongrid Dashboard. [4] Once the status reads Complete , you can see the \u2018Result Link\u2019 to open the report in the Ongrid Dashboard. For example, For example, \u2018Status: Success" }, { "question": "Answer the below query as a customer support assistant about Skillate Product: \n\n #query_subject#: Integrations:Microsoft Calendar Integration \n\n #query#: How to Microsoft Calendar Integration?", "answer": "\nConfigure the admin consent workflow\nEnable the admin consent workflow\nReview admin consent requests\nAdmin to Login into Sense Application\nAdd users to Sense Enterprise applications" } ]