Viewing job applicants’ cases as an agent

As a case agent, you can view and manage job applicant cases in case management from Resources and Queue menus.

Before you can view cases for job applicants, administrators must enable the Candidate Onboarding feature.

See the Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > Case Management.

Viewing cases for job applicants from the Resources menu

Case agents, case managers, and case administrators can access job applicants’ cases from the Resources menu in case management.
  1. Select Resources.
  2. Click the Candidates tab.
  3. In the Candidates section, select a record.
    Records in this section represent individual job applications. As a result, a candidate may be shown in the list multiple times if there are cases associated with more than one job application.
  4. In the Profile Summary pane, view information about the candidate, such as address, assigned recruiter, date applied, and employment start date.
  5. To open and edit a case, double-click a case in the Most Recent Cases pane.
  6. Specify your changes and click Save.
    Note: You can also create a case for the job applicant using the Create button in the Most Recent Cases section. The Close Case button is also available in open cases in the Most Recent Cases section. To view other available actions, right-click the section and select an action to perform.

Viewing cases for job applicants from the Queue menu

As a case agent, you can view job applicants’ cases from the Queue menu. If you're a manager with the case agent role, you can also access cases from the Queue menu.
  1. Select Queue.
  2. On the Assigned To Me, All, or Unassigned tab, search for cases related to job applications.