The Stored List page is where you review and provide rating recommendations for applicant records, review documents, and review and add notes. A basic display of the applicant information is listed and you may further access the applicant record by selecting on the + next to the applicant name.
To access this page, select on the Assignment Name link on the Dashboard. If multiple lists have been sent for one vacancy, they will all display in the Stored Lists section for that assignment. Select on the Stored List you want to open in the My Assignments section and select the Review Lists button.
The following elements are displayed:
- Panel Review: Review Name. This is the review type and the name assigned.
- Assignment Name. This is the assignment name associated with the review.
- Request Number(s). This is the request number(s) associated with this review.
- Due. This is the date the review is due back to HR. If the due date is past due, the text will appear in red.
- Returned. This displays the date the review was returned.
- HR Contact. This is the name of the HR Contact responsible for the review.
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. Selecting this icon will display the name and email address of the HR Contact.
- Documents. This pop-up allows you to view and upload documents associated with the applicant lists. Adding documents to an assignment.
- Stored List. This is the stored list name.
- Applicants. The number to the right indicates how many applicants are on the stored list.
- Pay Plan. This is the pay plan, series and grade of the position.
- Filters. This field will display eligibility filters applied when creating the stored list.
- Location. This is the location the certificate was issued for.
- Specialties. This is the specialty filter(s) used when creating the stored list.
- Instructions. This button allows you to view the review instructions.
- Print. This button allows you to print the stored list.
- Notes. This pop-up allows you to view and add notes to the stored list.
- Gray Box. A check in this box allows you to print documents, rating recommendations, and add notes.
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+. Selecting this icon provides access to an expanded view of the applicant record. The following elements are displayed and vary depending the vacancy:
- Contact Information. This section displays the contact information for the applicant.
- Applicant Name. This column displays the name of the applicant.
- Documents. The number in the drop-down list indicates the number of documents submitted by the applicant. Selecting on the arrow to the right to displays a pop-up window listing all of the documents.
- Notes. The number in the drop-down list indicates the number of notes related to the applicant record. The drop-down list allows you to add or review notes specific to the applicant. Along with the note, the system saves the full name of the user who added the note, date, and time the note was added.
- Rating. This column displays a link to input alternate rating recommendations for an applicant. For instructions, see Documenting alternate rating.
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Reviewed. This column allows you to assign an indicator to applicant records. The options are:
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. Selecting the flag icon allows you to designate the applicant for follow-up.
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. Selecting the check mark icon allows you to designate the applicant as reviewed.
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Approval Status. This drop-down list allows you to change the status of the certificate. The options are:
- Incomplete
- Complete
- Next. This button allows you to go to the next certificate in a review if there are multiple lists.
- Back to Assignments. This button allows you to go back to the Assignments section for that review.
For additional information, see: Panel Review Related Tasks.