Quick Action Dashboard

📝 2. Documenting the Search (Adding Selection Notes)

To comply with search audits, evaluation notes must be attached directly to the specific Application rather than the global candidate profile.

1. Click directly on the applicant’s [Name].
2. On the top menu bar, select [View Applicant Card].
3. Locate the middle panel and click the [Applications] tab.
4. Find your specific job vacancy box and click the three dots (...) on its far-right side.
5. Select [Add Note] from the drop-down action list.
6. Type your evaluation into the text box and click [Save].

Tip: Prefix your records with clear titles so they stay chronologically organized (e.g., "Zoom Screen Notes"). To view saved notes later, navigate back to the Applicant Card and select the History tab.

📂 3. Uploading Letters of Recommendation

If a referee emails a letter of recommendation directly to you or your committee, you must archive it onto the candidate's PageUp application file.

1. Click the candidate's [Name] $\rightarrow$ select [View Applicant Card].
2. Navigate to the middle menu and click on the [Applications] tab.
3. Click the three dots (...) on the right side of the active job block.
4. Select [Add Document].
5. Upload the PDF file from your computer, then click [Save].

❌ 4. Managing Candidate Rejections

Updating an applicant's status will automatically trigger a templated rejection email from a generic, high-level HR mailbox, protecting your search committee's privacy.

Option A: Rejecting Individual Candidates

1. Locate the candidate and find the Application Status column (which defaults to text saying New).
2. Click directly on the status word text (click [New]).
3. From the workflow drop-down menu, select [General Screen Unsuccessful]. Click [Next].
4. Review the automated email text, scroll down, and select a mandated compliance reason from the [Unsuccessful Reason] drop-down menu.
5. Click [Move Now] to finalize the status and queue the email notification.
    

Option B: Bulk Rejections (Multiple Candidates at Once)

1. Use the selection checkboxes on the far-left border of your grid to check off multiple candidate profiles.
2. Scroll to the absolute bottom margin of your browser window to reveal the gray utility menu drawer.
3. Click the [Bulk Actions] button and select [Change Status].
4. Set the status target to [General Screen Unsuccessful], apply the unified reason classification, and submit the batch.
    

⚠️ Strategic Sourcing Notice: Always keep your backup candidates active in their initial status. Do not issue rejections to secondary choices until your preferred finalist has officially accepted and signed their final offer letter.