TRANXACT.AI Help
HRMS › Recruiting & Onboarding

Candidates

Everybody who has been in front of this company for a post, whether they applied or were found. Somebody already employed here is marked internal, which is what makes an internal move visible as one.

Where to find it

  1. Module: HRMS
  2. Group: Hiring
  3. Section: Recruiting & Onboarding
  4. Screen: Candidates

Address in the console: /hrms/candidates

List · 15 columns · 16 fields on its form · 2 of them required · 4 actions

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

ColumnKindField name
CandidateCodecandidate_no
FirstTextfirst_name
LastTextlast_name
EmailTextemail
PhoneTextphone
CityTextcity
Currently withTextcurrent_employer
CurrentlyTextcurrent_title
YearsNumberyears_experience
SourceStatussource
InternalYes or nois_internal
RatingNumberrating
ActiveYes or nois_active
No emailYes or noemail_opt_out
No textsYes or nosms_opt_out

The form

What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.

FieldTypeChoicesNotes
First name required Text
Last name required Text
Email Text
Phone Text
City Text
Country Text
Current employer Text
Current title Text
Years of experience Number
How they came to us Text
Already works here Yes or no
Employee record Choice Looked up from existing records
Talent pool Text
Rating Number
Notes Long text
Active Yes or no

What you can do here

Apply to a posting primary

On each row of the list. Offered only on records where it applies.

Asks for: Open posting* How they applied Cover note

Send a message

On each row of the list.

Choose a message, or write your own. Merge fields work in your own words too. A candidate who opted out is not written to on that channel; the attempt is kept on their history.

Asks for: Message By Subject Or your own words

Messages

On each row of the list.

Opt out or in

On each row of the list.

What the candidate has asked not to be sent

Asks for: No email No text messages How they asked

* required

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Beside it in Recruiting & Onboarding