Figure 1: Position List - Edit Category
Editing a Category
This document describes the options available to you in editing the job posting Categories in AppliTrack. Categories in AppliTrack are synonymous with Pools and should be understood as the general grouping of positions in such a way that users and applicants can understand the types of positions (and job postings or vacancies) contained therein. AppliTrack also uses categories as a means for establishing user permissions - for more information, see Category Permissions.
You can edit a category/position type from the Setup tab and Edit the Position List. Sections in this document:
Change the Category Name
Requiring Reference Email Addresses and Automatic Invitation of Reference Surveys for Position Categories
Change the Category Name
1) Click on the Setup tab.
2) Click on Edit the Position List.
3) Click on the Edit button in the row of the Category you wish to change.
Figure 1: Position List - Edit Category
4) Make your changes in the category or position type in the window that opens and save your changes (#7 in fig. 2).
Figure 2: Edit Category
Requiring Reference Email Addresses and Automatic Invitation of Reference Surveys for Position Categories
AppliTrack allows you to require that applicants provide a valid email address for references of certain categories. For example, you may indicate that all references are required to have an email address for "Administrative" positions, but not enforce this requirement for positions in the "Custodial/Maintenance" category. To require email addresses for the references, enable the checkbox labeled Require Reference Email Addresses (#5 in fig. 2.)
If you make use of the Reference Survey feature , you have the ability to specify that AppliTrack should automatically deliver a reference survey invitation by email when an applicant applies for a for a position in a particular category. As shown in fig. 2, item #6, the Auto-Send Survey to References option provides a drop-down menu that contains a list of Reference Surveys in your AppliTrack system. By selecting a survey in this list, AppliTrack will send an email invitation to each reference listed by applicants for positions in the category either:
The email message that is delivered will be formatted with the default invitation text provided for the selected survey. For more information about configuring forms, review Edit Forms.
Note, AppliTrack users have the ability to deliver survey invitations by accessing the applicant's file in AppliTrack - this functionality should be used only if you wish to automatically deliver these reference survey requests for every submitted application.
Note also, at least one Reference Survey must exist in the system to enable automatic delivery function.