Candidate Tracking - Managers

For Managers looking to manage candidates through the recruitment process for a job requisition you initiated and to learn how to provide an offer, this document will guide you through the following tasks and processes:

Reviewing Candidates - How to review candidates that have applied to one of your job requisitions.

Offer Approval Process - How to initiate an offer for a candidate that has applied to a job opening on your team in Workday.

Reviewing Candidates

1. From your Workday Homepage, select the Recruiting Dashboard application from the Applications Menu. Alternatively, you can click the Recruiting Dashboard app directly on your Workday Homepage below Your Top Apps if it appears there.

   

2. Under the Reports column, select My Open Job Requisitions.

   

3. If you are the Manager on the job requisition, it will automatically populate. Then, click OK.

   

4. Select an Open Job Requisition from the list to view candidates for.

   

5. Then, click Candidates or Review Candidates, which will take you to the same tab.

   

6. From this page, you can view candidates for the job requisition.
   1. View the number of Active Candidates, Active Referrals, Active Internal Candidates, or Converted Prospects.
   2. Filter candidates by ones Awaiting Action.
   3. View all in the table.

      

   4. Click on a candidate’s Name in the table to review their application.

      

   5. You will be directed to the candidate’s Profile, where you can view their Work History Experience, Education, Resume / Cover Letter, Languages, Websites and more.

      

   6. You may be asked to screen the candidate’s application if the Recruiter chooses to send it over to you. In such case, you will receive a task in your Workday My Tasks Inbox titled Hiring Manager Submission with the candidate’s name. Review their application, then select Move Forward and Proceed with Interview.

Offer Approval Process

1. After the recruiter submits the offer details, it will be routed to you for your approval before it is sent to the candidate. Select the task in your Workday My Tasks Inbox titled Offer for Job Application with the candidate’s name.

   

2. On the right-hand side of the screen, review the details of the offer. Then, you can either select Approve or Send Back. If you choose to send back, please provide a reason for the recruiter to make the necessary modifications.

   

3. If approved, the offer will be routed to a superior in your organization for approval. The name will be mentioned in the confirmation notification.

   

4. They can choose to either Approve or Send Back. If they approve, the next step will route to the recruiter to generate a document for offer.

   

5. If the candidate accepts the offer, you will receive a task in your Workday My Tasks Inbox to complete the Onboarding Setup for Hire.

   

6. On the right-hand side of the page, enter details for the new hire’s Onboarding Dashboard, including a Message, People to Meet, and Helpful Contacts. Click the checkbox next to Notify to alert the people you have selected as helpful or recommended to meet. Then, click Submit.

   

7. Congratulations, the offer process is now complete!