1. Employee Applicant Tracking A Guide for Hiring Managers

2. What is UT JOBS? New Employee Applicant Tracking System (ATS) for the University of Tennessee

3. What’s Different for Departments? Online Requisitions Through IRIS Approvals Using IRIS Approval Workflow Seven Business-Day Minimum Posting Period for Exempt and Non-exempt Positions One Stop for Approval from Office of Equity and Diversity (OED) Ability to Manage the Applicant Hiring Process Online

4. What’s Different for Applicants? Ability to Search for Jobs by Campus or Institute, Geographic Region, Zip Code or Job Function Ability to Create Profile and Set Up Social Network Notifications Ability to Submit Resume to Partially Complete the Application Ability to Check their Application Status

5. Getting Started

6. Access IRIS Choose IRIS Production Enter Your IRIS User Name & Password

7. Access Position Create/ Change E-Form Double Click

8. Enter Effective Date. You can use the current date. Note: If this is a new position then you must first email a PDQ to Dan Webb at Dan- Webb@utc.edu and copy Melanie- Sadler@utc.edu. Once approved, HR will initiate this e-form on your behalf.Dan- Webb@utc.eduMelanie- Sadler@utc.edu

9. If the position exists in IRIS, enter Position Number. If unknown, the Position Number can be located in IRIS PA20 by searching for the current incumbent.

10. Click “Yes” Radio Button to Create Requisition.

11. Click Refresh Button to Find Position. This is required to display position in the area below.

12. Highlight Position.

13. Click Change

14. Example of completed position request form. Note: You may also request changes to the position among this form.

15. If there are no other changes, click Submit for Approval. The request will now be sent through the approval process. If an approver rejects the request for any reason, you will receive an email notification. Contacting the approver would be necessary at this time. Once final approval is given, the initiator will receive a notification e-mail. This only indicates completion of the approval process. The position is not posted at this time. Melanie Sadler, Laure Rodebaugh, or Jackie Strand will contact you, via e-mail once approval is complete, to create the job advertisement content and post the position in Taleo.Melanie Sadler Laure RodebaughJackie Strand

16. Viewing Your Requisition In Taleo

17. Viewing Your Requisitions Access Requisitions Online – https://ut.taleo.net If you are not logged into the UT Network, sign into the ATS using your netid and password. If you are logged into the UT Network, you will automatically be directed to the ATS menu.

18. Viewing your Requisitions Log in using your netid and password. Any IRIS user should have log in access to Taleo. This is the screen you will see if you are not logged into the UT Network.

19. To view your requisitions, click Recruiting.

20. On the Main Menu, click View Requisitions to find detailed information about your job requisition(s). Each requisition is established in Taleo by an HR recruiter once the position request approval process is complete. A requisition will be viewable in Taleo by a hiring department once the recruiter completes the process and posts the position to the active external and internal career sites. Note: Search Committee members may access the Taleo System if names are provided to the HR recruiter when the requisition is being developed.

21. When you are in the Taleo System, you will see this information in the upper, right-hand corner of the screen. Your Name Click to return to the Main Menu. Shows information about you as a Taleo user. Click here to log completely out of the Taleo System.

22. You will be presented a list of your active requisitions. Note the number beside each requisition indicates the number of applications you currently have for the requisition. To view detailed information, click on the requisition title.

23. You will be presented information about the requisition. Use the scroll bar to see additional information.

24. The additional sections of the requisition are listed below. Click on the arrows to expand each section. Administration describes the budgeting information. Description (External) shows the job description that appears on the External Career Site. Description (Internal) shows the job description that appears on the Internal Career Site. Prescreening shows the prescreening questions assigned to the requisition.

25. After reviewing a specific requisition, click the Return to the Requisition List button to return to the full requisition list.

26. Viewing Applications

27. A 7 business-day advertising period is required before requesting to view applications for your position(s). You may contact Melanie Sadler, Laure Rodebaugh, or Jackie Strand to request to view new applications.Melanie SadlerLaure Rodebaugh Jackie Strand The HR recruiter will log into Taleo and review each received application to determine if they meet the minimum qualifications of the position. Those meeting minimum qualifications will be released to the hiring department for further review. Those not meeting minimum qualifications will remain in the Taleo system without being further reviewed by the hiring department.

28. Viewing Applications cont. Notice of applications to review are received via email by the hiring department. – Separate email for each application. – PDF format or login to view. Enables search committee chair to forward applications to search committee members.

29. Open the email as normal. This example reflects an email for each applicant referred by your Recruiter.

30. To send to other search committee members, simply forward the email.

31. After entering a message and the email address(es) of the Search Committee Member(s), click the Send Button to forward information. Note: This functionality allows information to also be sent to non- UT search committee members, if applicable.

32. Click on pdf link to view application in pdf. To view the resume, click the resume link. Click on this link to take you directly into the Taleo System to view the application and resume. Viewing applications within the system continues on Slide #35. Note: Authorization to the applications in Taleo is dependent on being named as a hiring manager, hiring manager assistant or a collaborator in the requisition PLUS having IRIS access.

33. PDF Application A general introductory page will appear. To see the application, scroll through the document.

34. PDF Application Sections Note: The PDF applications will be separated into these sections.

35. Log in using your netid and password. This is the screen you will see if you click the login link in the email and are not logged into the UT Network.

36. To view your applications, click on Recruiting.

37. On the Main Menu, click View Candidates to view and manage your applications.

38. A list of your active requisitions appears. Entering a date in the Since field, enables viewing of candidates who have applied since the specified date. Click on the right arrow next to the requisition title to see the list of candidates to be reviewed.

39. If the History of the applicant appears, click on the Job Submission tab to see the candidate’s data. Once an applicant is chosen from the list by clicking on their name, the first screen that may appear is a history of the activities related to the candidate’s application process for the requisition.

40. The Candidate Personal Information will appear. Scroll through the applicant information to see additional data. To view the resume that was originally attached, click the Attachments tab. To view the attachment, click on the title of the converted file. Note: You may have to allow pop-ups from ut.taleo.net in the web browser you are using to enable this functionality.

41. Hint: Anytime you are reviewing an individual candidate and want to return to the candidate list, click the Up to the Candidate List button.

42. Managing Candidates

43. Each candidate goes through a series of steps and statuses during the hiring process. – See Appendix A for Steps and Statuses As a hiring manager or assistant, you will be moving your candidates through these steps and statuses. Once the HR recruiter reviews the incoming applications, they will release them for further review and the candidates will then be listed among the UT-Search Committee Review step with a To Be Reviewed status.

44. Managing your Candidates In the To Be Reviewed status of the Search Committee Review step, each committee will further review the candidates and select a pool to be interviewed. Prior to establishing an interview pool, all applications should be requested for review and release by HR. The job posting can be removed at any time the hiring department informs HR of a sufficient applicant pool.

45. Managing your Candidates An important step in the exempt hiring process is the approval of the primary and secondary interview pools by the Office of Equity and Diversity (OED). This MUST be completed before interviews are scheduled. Note: This step is not required for a non exempt position. Non exempt instructions continue on Slide #61.

46. Equity and Diversity Approval The following slides will demonstrate step-by-step instructions for moving a candidate through the OED step and status approval process.

47. You may change the step or status of multiple applicants at the same time ONLY if all selected applicants are moving to the same step/status. As an example of changing multiple applicants at the same time, this demo will show the process for identifying the primary and secondary interview pools for OED approval. OED requests that each hiring department submits both a primary and secondary interview pool for approval. Primary pools will consist of top candidates intended to be interviewed and secondary pools consist of alternate interview possibilities.

48. Equity and Diversity Approval To access the employment Applicant Tracking System directly and not via an email link, enter the following URL in the search window of your web browser: – https://ut.taleo.net

49. Accessing your Candidate List If you are not logged into the UT Network, you will be asked to log in using your netid and password.

50. To view your candidates, click on Recruiting.

51. On the Main Menu, click View Candidates to view and manage the candidates for your requisition.

52. A list of your active requisitions appears. Click on the right arrow next to the requisition title to see the list of candidates to be reviewed.

53. From this display, you may choose multiple candidates and change their status to ask for OED approval to interview.

54. Choose candidates by checking the box to the left of the names. To change the status of all chosen applicants, click More Actions, then Change Step/Status among the drop- down menu.

55. Click the drop-down arrow to choose the New Status Primary Pool for OED Approval. Click Save and Continue. Check the Send Correspondence box. This will send an email to OED that a candidate has been placed in one of the interview pools. There will be an email sent for each of the candidates chosen.

56. Click the Selector button to be presented a list of correspondence. Click the Select button for the UT- Ready for OED Approval correspondence.

57. Notice the correspondence is now listed. You may enter comments if you wish, but it is not required. Click Next to continue.

58. A template email will appear with an error. The error is to ensure that the “To:” field is complete. To complete, click the Edit button.

59. The “To:” field is highlighted. Please send all correspondences to Bryan-Samuel@utc.edu for OED approval.Bryan-Samuel@utc.edu If you would like to preview the email, click Preview. Click Send and Close to send the approval email.

60. Perform the same process for the alternate pool group, choosing Secondary Pool for OED Approval as the New Status. OED requests for each hiring department to email a copy of interview questions and evaluation rubrics/tools at the time the Primary and Secondary Interview Pools are submitted for approval. All communications should be sent to Bryan- Samuel@utc.edu.Bryan- Samuel@utc.edu

61. Required Steps & Statuses Once interview pools receive OED approval, the New Status will read as Primary Pool Approved by OED and Secondary Pool Approved by OED for each presented candidate. Note: Non exempt candidates should still be in the To Be Reviewed status of the Search Committee Review Step. Steps and statuses must be changed to further move the candidates through the interview and selection process. There are several statuses among each step that can be utilized by the hiring department (See Appendix A), however, candidates can be moved through the process more quickly by only utilizing the required statuses needed to advance them to the next step.

62. Required Steps & Statuses From the exempt Primary/Secondary Pool Approved by OED status or non exempt To Be Reviewed status, one or multiple candidates can be advanced to the Search Committee Interview step and Present to Hiring Manager status by repeating the More Actions>Change Step/Status action after selecting the individual candidate(s). For the remainder of this demo, we will be following Jackson Hodge through the hiring process.

63. From the More Actions menu, choose Change Step/Status.

64. Choose Present to Hiring Manager from the drop-down list. Click Save and Close to return to the candidate list.

65. + Check the box next to Send Correspondence to notify the Hiring Manager of pending candidates to review. Note: This is only necessary if the hiring manager is not part of the larger search committee and has not already reviewed the applications. Choose Present to Hiring Manager from the drop-down list. Click Save and Continue to finish the correspondence step. To send an email to the Hiring Manager notifying him/her of the pending candidate to review, check the box next to Jackson’s name, click on More Actions, then Change Step/Status.

66. Click the Selector button to choose a correspondence template. Click the Select button for the UT-Hiring Manager Applications Ready to Review template. Click the Next button to continue.

67. The template will appear. When the email goes to the Hiring Manager, the “variable fields” will be replaced by actual requisition and candidate data. Click Send and Close to generate the email and return to the candidate list.

68. The Hiring Manager will receive an email. Open the email as usual for information.

69. Next, the one or multiple candidates can be advanced to the Hire Manager Review step and Schedule Interview status for anyone wishing to receive a final interview by the search committee and hiring manager. Required Steps & Statuses For this demo, the Hiring Manager or Assistant has logged into the Taleo System and will continue the process.

70. The Hiring Manager will interview Jackson. Choose Jackson from the list. Click on More Actions, then Change Step/Status.

71. Change the status to Schedule Interview. Click Save and Close to return to the candidate list.

72. Next, each final candidate must be advanced to the Hire Manager Interview step and Interview Scheduled status. Once a candidate is moved to this step and status, an automated email will be sent to the candidate asking them to log into the UT Jobs/Taleo System and complete the necessary forms consenting for the university to complete a background check. Note: The background check will only be completed on the individual selected for hire. The automated messages only instruct the candidate to complete the forms, the hiring department must contact them to schedule the interview. Required Steps & Statuses

73. Once an interview has been scheduled, it is time to move Jackson to the next step; Hire Manager Interview. Select Jackson. Click More Actions, then Change Step/Status.

74. The next status in this step is Interview Scheduled. Choose this status. The comments section is a good place to document interview or communication information. Click Save and Close to return to the candidate list. Note: Because this step and status triggers a message to the candidate, it is recommended for the department to contact and schedule the interviews prior to initiating this automated message, ensuring that each candidate is still interested in the position.

75. Jackson has been chosen by the Hiring Manager as the successful candidate. To change his status, select Jackson. Click More Actions, then Change Step/Status. Required Steps & Statuses Once final interviews have been completed, the candidate selected for hire will need to be moved through one more step and status, as shown below. Note: At this point, do not reject any of the unsuccessful candidates.

76. From the drop-down list, choose Ready for Offer/Bkgrnd Chk. Click Save and Continue to move Jackson to the Offer step.

77. Notice that the status is pre- populated to Offer to be Made. To accept the new step and status, click Save and Close.

78. Job Offer Before a Job Offer can be made to the candidate, the proposed offer MUST be approved. The approval is initiated in the Taleo System and completed in IRIS. The Hiring Department will start the process by providing job offer information in Taleo as shown among the next few slides.

79. Continuing with our demo, we will begin the job offer process for Jackson. The process will be somewhat different from changing a step or status. To begin the submission of the job offer request, click on the successful candidate’s name to access his/her Candidate Record.

80. Making sure you are in the Job Submission tab, click More Actions, then Create Offer.

81. You will be presented a job offer worksheet. Note: Contact Melanie Sadler/ext.4221 for assistance with completing the worksheet as some fields require very specific choices. Melanie Sadler It is permissible to enter information that is different than what is provided from the requisition. When you have completed the appropriate fields, click the Save and Close button.

82. You will be presented a summary of your job offer request. From the summary screen, click More Actions, then Request Approval.

83. You will be presented a screen to assign a Recruiter to the next task so he/she can access the request in IRIS. To identify the Recruiter, type his/her name (Melanie Sadler) in the Name field and click the Refresh button.

84. Click the Select button to assign your recruiter to the approval process.

85. Enter comments about the job offer here. You can simply state that you are submitting a request if specific information is not needed. Note that this field is required. Click Done to end the Taleo portion of the Job Offer Request.

86. Remember to Sign Out. The job offer approval will be processed through IRIS. The person authorized in IRIS for the account paying the salary will be part of the approval path. After full approval for the job offer has been received, Melanie Sadler will work with you regarding extending the official job offer to the candidate, scheduling intake (first day of employment), and orientation.Melanie Sadler

87. Rejecting Unsuccessful Candidates Once the successful candidate job offer has been approved, extended, and accepted, the hiring department must now reject the remaining unsuccessful candidates to complete the UT Jobs/Taleo process for a requisition. You can enter individual applicant profiles by clicking directly on their name or click the box next to the applicants name to select that individual. Next, click More Actions (as previously done when changing steps and statuses), and then choose Reject Candidate.

88. If the action to be taken is to reject the applicant, click on Reject Candidate. Note: This view is within the applicant’s profile.

89. At the time you reject an applicant, you must give the reason for rejection. Scroll to see the entire list of rejection reasons. Note: Each rejected applicant will receive an automated notification.

90. Check the appropriate reason for rejecting applicant. Click Save and Close. HINT: You may reject multiple applicants at the same time ONLY if the reject reason is the same for all selected applicants.

91. If at anytime during the hiring process, a candidate indicates he/she is no longer interested in the position, you may indicate so by changing the status to Has Declined.

92. You will be presented a set of reasons why a candidate may no longer be interested. Please choose a reason by checking the box next to the reason. Click Save and Close to return to the candidate list.

93. Congratulations! Once all unsuccessful applicants have been rejected, you have completed the hiring process in the UT Jobs/Taleo System!

94. Appendix A Steps and Statuses

95. Appendix A: Steps and Statuses - 1 StepStatusCompleted By New/Recruiter Review To be EvaluatedDefault Status Waiting for Additional Info Recruiter Under Consideration Recruiter Conduct Pre- screening Recruiter Selected*Recruiter RejectedRecruiter Has DeclinedRecruiter *Indicates candidate may be moved to next step.

96. Appendix A: Steps and Statuses - 2 StepStatusCompleted By Search Committee Review To be EvaluatedDefault Status Waiting for Response Search Committee Hiring Asst or Mgr Secondary Pool for OED Approval Search Committee Hiring Asst or Mgr Primary Pool for OED Approval Search Committee Hiring Asst or Mgr Secondary Pool Approved by OED* Affirmative Action Officer Primary Pool Approved by OED* Affirmative Action Officer RejectedSearch Committee Hiring Asst or Mgr Has DeclinedSearch Committee Hiring Asst or Mgr *Indicates candidate may be moved to next step.

97. Appendix A: Steps and Statuses – 3 StepStatusCompleted By Hiring Manager Review To be ReviewedDefault Status Waiting for Additional Info Hiring Asst or Mgr Under Consideration Hiring Asst or Mgr Schedule Interview* Hiring Asst or Mgr RejectedHiring Asst or Mgr Has DeclinedHiring Asst or Mgr *Indicates candidate may be moved to next step.

98. Appendix A: Steps and Statuses - 4 StepStatusCompleted By Hire Manager Interview Interviewed Scheduled Default Status Waiting for Response Hiring Asst or Mgr Under Consideration Hiring Asst or Mgr Ready for Offer/Bkgrnd Check* Hiring Asst or Mgr RejectedHiring Asst or Mgr Has DeclinedHiring Asst or Mgr *Indicates candidate may be moved to next step.

99. Appendix A: Steps and Statuses - 5 StepStatusCompleted By OfferOffer to be MadeDefault Status RejectedRecruiter Has DeclinedRecruiter DraftRecruiter CanceledRecruiter Approval in ProcessRecruiter Approval RejectedRecruiter ApprovedRecruiter ExtendedRecruiter RescindedRecruiter In NegotiationRecruiter RefusedRecruiter Accepted*Recruiter RenegedRecruiter *Indicates candidate may be moved to next step.

100. Appendix B Helpful Hints

101. Appendix B: Helpful Hints If you are using IE9 as your web browser, you will need to put your browser in “Compatibility Mode”. You may need to add https://ut.taleo.net as a trusted site. Any field with a red asterisk (*) is a required field. Only “Regular” and “Term” faculty and staff are considered internal applicants. Friends and Student employees are considered external applicants.