Recruiting Management

Recruiting Guide

Version: R2026.1.1
ft:lastEdition: 2026-05-20

About the Recruiting Guide
Getting Started with Recruiting
Recruiting Management
Recruiting Feature Overview
Recruiter Insights
Filter Information in Recruiting
Filter Using the Status Buttons
Use the Filters Panel
Adjust Filtering Using Filter Buttons
Job Requisitions
Workflowed Job Requisitions
Data Inherited from Existing Job Assignments
Submit Job Requisition Forms in the People Feature
Submit Job Requisition Forms in Recruiting
Provide Job Requisition Details
Provide Job Assignment Details
Provide Primary Position Details
Provide Job Details
Assign Additional Users in the Job Requisition Form
Add Assessments in the Job Requisition Form
View Job Requisition Approval Status
Non-Workflowed Job Requisitions
Overview of the Add New Requisition Wizard
Create Non-Workflowed Job Requisitions
Parameters of the Add Job Requisition Wizard
General Screen
Job Assignment Details Screen
Job Details Screen
Job Description Screen
Additional Fields Screen
Additional Notes Screen
Assign User Groups and Additional Users in the Add New Requisition Wizard
Add Assessments in the Add New Requisition Wizard
Generate Job Descriptions Using AI
Create Evergreen Job Requisitions
Assigned Hiring Manager
Assigned Recruiter
Search for Job Requisitions
Job Requisition Visibility
Columns in the Job Requisitions Tab
Job Requisition Indicators
View Recruiter and Hiring Manager Contact Information
Use Custom View to Change Columns Shown for Job Requisitions
Filter the Job Requisition List
Job Requisition Filter Parameters
Export the Job Requisitions List
Delete Job Requisitions
Work with a Job Requisition
View Job Requisition Candidates
View and Edit Job Requisition Details
Job Requisition Details Section
Assign Additional Users to Existing Job Requisitions
Job Assignment Details Section
Job Details Section
Additional Notes Section
Additional Fields Section
Job Description Tab
Track Job Requisition Activity
List of Job Requisition Activities
Job Postings
Access the Postings Tab
View Existing Job Postings
Open Postings in a Browser
Columns in the Postings Tab
Filter Job Postings
Client Career Site Postings
Overview of Posting to Client Career Sites
Create Internal or External Client Site Postings
Client Site Posting Fields
Create Evergreen Postings
Candidate Reapply Feature
Edit Client Career Site Postings
External Job Board Postings
Create External Job Board Postings
External Job Board Posting Fields
Edit External Job Board Postings
Post Locations
Organizational Locations
Google Locations
Google Maps
Typical Uses
Location Search in Job Listings
Tips for Google Location Search
Delete Job Postings
Indeed Postings
SEEK Postings
Download a Job Posting QR Code
Work with Candidates in Recruiting
Search for Candidates
See Disqualified Candidates
Customize the Candidate List Interface with Custom View
Candidate List Columns
Filter Candidate Lists
Candidate Filters
Actions on Candidates
Update Candidate Status
Mark Candidates as Viewed or Unviewed
Shortlist Candidates
Pin and Unpin Candidates from the Side Panel
Decline Candidates
Duplicate Applications Automatically Declined
Add the Do Not Hire Flag for Candidates
View Candidate Grades
Send Candidate Resumes by Email
Send Post-Application Questionnaires
Email Candidates
Recruiting Email Letter Management Distribution
Required Token Values for Candidate Emails
Saved Candidate Email Drafts
Send SMS Messages to Candidates
Send Candidates a TeamRelate Survey
Add Candidates to Talent Pools
Assign Candidates to Job Requisitions
Link Candidates to Their Former Employee Record
Link Candidates
Rehiring Linked Candidates
Unlink Candidates
After Linking Candidates
Candidate Notes
View Candidate Notes
Add Candidate Notes
Tag Users and Keywords in Candidate Notes
Delete Candidate Notes
Reply to Candidate Notes
Mark Candidate Notes as Liked
Filter Candidate Notes
Sort Candidate Notes
Add Candidates to Recruiting
Export the Candidates List
Candidate Profiles and Job Application Profiles
Candidate Profile Controls Legend
Candidate Profile or Application Profile Tabs
Cover Letter Subtab
Additional Documents Subtab
Candidate Info Subtab
Candidate Snapshot
Candidate Source
Personal Information
Candidate Tags
Work Experience/Education History
Work Hours Availability
Employee Profile
References
Right to Work
TeamRelate
Qualification Sections
Update Profile Information for Candidates in Recruiting
Update Personal Information for External Candidates
Update Candidate Source
Work Hours Availability
Update References
Grading Subtab
Questionnaires Subtab
Resume Tab
Jobs Applied For Tab
Assessments Tab
Communications Tab
Email Subtab
SMS Messages Subtab
Print Profile Information for Candidates
Candidate Management
Match Candidates
Export the List of Candidates in Candidate Management
Candidate Visibility in Candidate Management
Candidate Assessments
Internal Candidate Assessments
Send or Resend Candidate Assessments
View Candidate Assessment Results
Candidate Background and I-9 Screening
Create Background Screening Orders - Open API
Review Background Screening Orders - Open API
Create Background Screening Orders with HireRight
Review HireRight Background Screening Orders
Access the HireRight Screening Manager
Create Background Screening Orders with Sterling
Create Background Screening Orders with Sterling (Legacy)
Create Background Screening Orders with Sterling Direct
Review Sterling Background Screening Orders
Create I-9 Screening Orders with HireRight
Review HireRight I-9 Screening Orders
Access the HireRight I-9 Manager
Background Screening Order Details
Use Conditional Hiring
Candidate Right to Work Verification
Create Right to Work Verification Orders
Right to Work Order Statuses
Completed Right to Work Orders
Interview Scheduling
Schedule Candidate Interviews
Candidate Interview Self-Scheduling Fields
Candidate Experience for Self-Scheduling Interviews
Candidate Interview Manual Scheduling Fields
View Scheduled Candidate Interviews
Cancel Candidate Interviews
Authorize or Revoke Calendar Access
Offer Letters in Recruiting Using Letter Management
Offer Letter Prerequisites
Overview of Recruitment Offer Letters
Send an Offer Letter
Review and Edit Offer Letter Preview
Offer Letter Settings
Base Rate Policies in Offer Letters
Workflow Process for Offer Letters
Offer Letter Submission Workflow
Letter Response
CC Recipient
Offer Accepted
Offer Rejected
Offer Expiry
Candidate E-Signature
Overview of Updating Offer Status (Letter Management)
Update Offer Status
View Offers
View E-Signature
Default Offer Letter Functionality
Offer Overview
Offer Letter Process for Candidates
Offer Sent to External Candidates
Offer Sent to Internal Candidates
View Offer in Browser
Offer Documents
Accept or Reject an Offer
Rejection Reason
Accept an Offer with an E-Signature
Offer Expiry
Create an Offer
Save Offer Letter Drafts
Cancel the Offer
Add an Optional Note for Canceled Offers
Preview Offer
Candidate Recipient
Define From and CC
Enter a Subject
Load a Template
Overview of Saving Templates
Save Offer Template Control
Save a New Template
Update an Existing Template
Template Management
Tokens
List of Offer Letter Tokens
Insert Tokens
Clauses and Contingencies
Insert Clauses or Contingencies
Insert Logo
Rich Text Editor
Select Attachments
Select a Workflow
Workflows for Defining Approvers
Example of Workflows for Defining Approvers
Notes on Using the Workflow Approvers Setting
Workflow Approvers Are Saved to Templates
Define Expiration in Days
Add Workflow Comments
Submit the Offer
Email Validation
Overview of Submitting the Offer
Optional Note
Note Permission
Add an Optional Note
Offer Pending Approval Status
Workflow Approval Form
Print the Workflow Approval Form
Offer Rejected in Workflow
Submit a New Offer After Workflow Rejection
Offer Approved in Workflow
Offer Accepted or Rejected by Candidate
Submit a New Offer after Candidate Accepts or Rejects
Offer Expired
Overview of Updating Offer Status (Default Offer Letters)
Update Offer Status
View Offers
Offers with E-Signatures
Voluntary Forms
Post Offer VEVRAA Form
Send the Form
Message Contents
Link Expiry
Complete the Form
Resend the Form
VEVRAA Form Status
Read-Only Provisions in Job Applications
Voluntary Form Questionnaires
Disability Form Questionnaire
Veteran Form Questionnaire
Equal Employment Opportunity Questionnaire
Candidate Hiring
Overview of Hiring
Send Pre-Hire Questionnaires
Submit Candidate Hire Forms (Hire an External Candidate)
External Candidate Hire Form Fields
Submit an Internal Candidate Hire Form (Hire an Existing Employee)
Internal Candidate Hire Form Fields
Hire Multiple Candidates with Mass Hire
Work Hours Availability Added to Employee Record
Average Daily Hours
Personal Email
Access Submitted Forms
Form Not Displayed in the Form Submissions List
Talent Pools
View Your List of Talent Pools
Pin Talent Pools
Add Talent Pools
Edit Talent Pool Properties
View Candidates in Talent Pools
Candidate Indicators Used in Talent Pools
Run Recruiting Reports
Candidate Experience
Careers Feature for Internal Employees
External Client Careers Site
How to Access External Client Career Sites
Language Selection
Website Cookie Preferences
External Candidate Registration and Account Management
Account Registration
Privacy Policy Consent
Candidate Consent to SMS Messages
CAPTCHA Image Verification
Account Sign In
Edit Account Settings
Multi-Factor Authentication
Candidate Profiles
Job Postings
Search for Jobs
Save Jobs to Review Later
Save Searches and Email Alerts
Jobs Applied For
Candidate Job Applications
Job Applications without Registration
Apply with LinkedIn
Use Apply with SEEK from Client Career Sites
Candidate Source
Assessments
Application Submission
Career Sites on Mobile Devices
Recruiting Configuration
Assign Role Features for the Recruiting Module
Recruiting
Recruiting Setup
Careers
Configure Recruiting Access Authorizations
Recruiting: Additional Job Requisition Assessment
Recruiting: Additional Job Requisition Users and User Groups
Recruiting: Candidate Profile
Recruiting: Job Posting
Recruiting: Job Requisition
Recruiting: Job Requisition - Number Of Openings
Configure Hiring Manager and Recruiter Access
Requisitions for Reporting Managers
Typical Configurations
Configure Candidate Sources
Create Custom Candidate Sources
Example of Custom Candidate Sources
Delete and Edit Candidate Sources
Configure Candidate Statuses
Add Candidate Statuses
Candidate Status Columns
Copy Candidate Statuses
Rename Candidate Statuses
Delete Candidate Statuses
Add Offer Statuses
Configure Candidate Status Mapping
Create Candidate Status Mappings
Add Actions to Candidate Status Mappings
Passed and Failed Options for Candidate Status Mapping Actions
Automatic Trigger Options for Candidate Status Mapping Actions
Copy Candidate Status Mappings
Delete Candidate Status Mappings
Configure Candidate Decline and Offer Rejection Reasons
Add Decline and Offer Rejection Reasons
Decline and Offer Rejection Reason Columns
Copy Decline and Offer Rejection Reasons
Delete Decline and Offer Rejection Reasons
Configure Recruiting Client Properties
Configure the Candidate Acknowledgment Client Property
Configure the Job Application Footer Statement Client Property
Configure the Job Application Share Statement Client Property
Configure the Veteran Form Questionnaire Statement Client Property
Configure the Client Name Used in Candidate Correspondence Client Property
Configure the Candidate Communication Email Address Client Property
Configure the Display Name Format Client Property
Configure the Candidate Screening Service Choice Client Property
Configure the Candidate Source Statement Client Property
Configure the Job Distributor Name and Job Distributor Password Client Properties
Configure the Recruiting Cultures Client Property
Configure the Indeed Integration Client Property
Configure the Indeed Apply Enabled Client Property
Configure the Company Name for Job Feeds Client Property
Configure the Privacy Policy Consent Enabled Client Property
Configure the LinkedIn Integration Client Property
Configure the Legacy Apply with LinkedIn End Date Client Property
Configure the Show External Email Service on Candidate Portal's Registration Dialog Client Property
Configure the Candidate Conversion Tracking Start Tag and Candidate Conversion Tracking Finish Tag Client Properties
Configure the Enable Job Feeds Client Property
Configure the Suppress Candidate Summary Client Property
Configure the Schedule Interview Enabled Client Property
Configure the Candidate Grade Enabled Client Property
Configure the Use Letter Management Templates Client Property
Configure the Show Locations on Google Maps in Job Postings Client Property
Configure the Apply with SEEK Enabled Client Property
Configure the Default Source for Job Requisition Descriptions Client Property
Configure the Retrieve PII from Screening Provider Client Property
Configure the Allow Assessments for Internal Candidates Client Property
Configure the Restrict Hiring Based on Right to Work Status Client Property
Configure the Automatically Decline Candidates Based on Assessment Status Client Property
Configure the Share Job Posting Enabled Client Property
Configure the Allow Candidates and Job Application Sourcing from External Job Boards Client Property
Configure Validation for Legal Entity Changes in the Internal Candidate Hire Form
Configure Allow Candidates to Delete Their Data
Configure Enable Application without an Account
Configure the Restrict Recruiter Visibility Based on Location Client Property
Configure the Restrict Hiring until Offer Letter Accepted Client Property
Configure External Candidates to Control Their Profile Visibility
Configure Job Applications
Configure Questions and Answers
Answer Types
Add Questions
Add Answers
Edit Questions and Answers
Delete Questions and Answers
Configure Job Application Sections
Add Questionnaire Sections
Configure Scoring for Questionnaires
Edit Sections
Delete Sections
Configure Visibility for Section Fields
Configure Job Application Templates
Add Job Application Templates
Copy Job Application Templates
Edit Job Application Templates
Delete Job Application Templates
View Job Application Template Previews
Deactivate Questions, Sections, and Templates
Configure Job Applications to Include a WOTC Survey
Add WOTC Survey Questions
Configure Post-Application Questionnaires
Configure Job Posting Templates
Create Job Posting Templates
Configure Job Requisition Additional Fields
Create Additional Fields for Job Requisitions
Assign or Unassign Additional Fields from Existing Job Requisitions
Edit Additional Fields for Job Requisitions
Delete Additional Field for Job Requisitions
Report on Additional Fields for Job Requisitions
Configure Job Requisition Justifications
Add Job Requisition Justifications
Edit or Delete Job Requisition Justifications
Copy Job Requisition Justifications
Configure Job Searches
Configure Recruiters
Configure User Groups
Configure Access to Candidate Documents in Recruiting
Configure Organizational Locations and Mapping
Localize the Candidate Experience
Localize Recruiting Client Properties
Localize Job Application Templates
Localize Questions
Localize Answers
Localize Section Names
Localize Template Names
Localize Job Posting Templates
Localize Job Postings
Configure Hiring Manager Recruiter Buttons
Configure Recruiting Logos
Upload a Logo in Site Setup
Enable Access to Logos
Enable Access to the Recruiting Logo Document Type
Define Available File Types for the Recruiting Logos Document Type
Configure Company Branding
Theme Configuration
Overview of Theme Colors
Create New Themes
Preview Themes
Header Configuration
Footer Configuration
Image Management
Localize Branding Elements
Configure a Company Privacy Policy
Create and Publish a Privacy Policy
View the Published Privacy Policy
Configure SMS Messaging
Configure Client Career Sites
Default Client Career Sites
Customize the Default External Client Careers Site
Custom Client Career Sites
Add Custom Client Career Sites
Edit Custom Client Career Sites
Delete Custom Client Career Sites
Disable Client Career Sites
Client Career Site Management Fields
Configure Candidate Conversion Tracking on Client Career Sites
Include a Statement of Accessibility on Client Career Sites
Localize Client Career Sites
How to Access External Client Career Sites
Configure Integration with Indeed
Configure Apply with SEEK on your Client Career Site
Configure SEEK Optimised Apply
Track Candidate Source
Configure Candidate Grading
How Candidate Grades Are Determined
Configure External Integrations for Recruiting
Add External Integrations
Edit External Integrations
Delete External Integrations
External Integration Tokens
Configure the Use of Assessments
Configure Browser Settings to Print Assessments
Configure Background and I-9 Screening Services
Configure Background Screening Services for OpenAPI
Configure HireRight I-9 Screening
Configure HireRight Background Screening
Configure Sterling Background Screening Services
Configure Sterling (Legacy) Background Screening
Configure Sterling Direct Background Screening
Configure Conditional Hiring
Configure Integration Mapping for Jobs
Configure Assessment Mapping
Configure Background Screening Mapping
Add Background Screening Mappings
Assign Background Screening Mappings to Existing Job Requisitions
Configure Right to Work Verification Services
Configure Right to Work Checks from Your Background Screening Provider
Configure Right to Work Verification - CheckWorkRights
Configure Right to Work Verification - Sterling
Interview Management
Configure Pre-Hire Questionnaire Templates
Choose Employee Gender Options for Custom Questionnaire Templates
Configure Custom Workflow Forms
Custom Candidate Hire Forms
Create Custom Candidate Hire Forms
Assign Candidate Hire Forms to the Hire Button
Edit the XML Code of Custom Candidate Hire Forms
Delete Fields
Relocate Fields
Mark Fields as Required or Not Required
Mark Fields as Read-Only
Add Employee Property Fields
Custom Job Requisition Forms
Create Custom Job Requisition Forms
Location Access in Custom Job Requisition Forms
Employee Access in Custom Job Requisition Forms
Edit the Recruiter Field in Job Requisition Forms
Edit Submitter Field in Job Requisition Forms
Add Additional Fields to Custom Job Requisition Forms
Enable Access to Job Requisition Forms in Recruiting
Use Workflows for Hiring in Recruiting
Workflow Notifications in Recruiting
Overview of Notifications
Notification Workflows
Start Node
Condition Node for Candidate Status
Configure Condition Nodes to Check Candidate Status
Notification Nodes
Configure Notification Node Expressions
Example of a Job Application Received Notification
Send to Recruiting Recipients Field
Send to Affected Employee's Manager Field
End Node
Condition Node for Automatic or Manual Status Updates
Configure Condition Nodes to Check for Automatic Status Updates
Condition Node for Internal or External Candidate
Configure Condition Nodes to Check for Internal Candidates
Configure Condition Nodes to Check for Former Employees
Condition Nodes for Decline Reason
Configure Condition Nodes to Check for Decline Reason
Configure a Delay for Notifications
Create a Routing User for Notification Workflows
HR Event
Assign Workflows to the HR Event
Manual Status Override
Auto Change Priority
Configure Application Acknowledgment Workflows
Configure Automatic and Manual Decline Workflows
Configure Offer Accepted Notification Workflows
Configure Recruiting Background Jobs
eQuest Poll and Update Background Job
Define Data Localizations
Import Candidate Data Using Interfaces
Add Candidate Import Files to the SFTP Site
View Candidate Import Errors in Dayforce
Configure the Default Offer Letter Functionality
Configure Offer Letter Workflows
Offer Letter Workflows
Create an Offer Letter Workflow
Assign Workflows to the Offer Letter Form
Configure Workflows for Defining Approvers
Workflows for Defining Approvers
Create a Workflow for Defining Approvers
Assign Workflow to Offer Letter form and Enable Role Access
Configure Offer Documents
Assign Role Access to Offer Documents
Define Offer File Types
Upload Offer Documents
Configure E-Signature for Offer Letters
Configure E-Signature Authentication
Configure Recruiter Offer Rejection Reasons
Configure Candidate Rejection Reasons
Configure Offer Clauses and Contingencies
Configure Logos in Offer Letters
Enable Offer Letter Button
Enable Editing Offer Status
Letter Management Template Designer
The Templates Tab
Tokens in Templates
Images in Templates
Reusable Content in Templates
Attachments in Templates
Include Job Descriptions
Letter Notification Language
Create Letter Management Templates
Delete Templates
Copy Templates
The Reusable Content Tab
Text Editor and Tokens
Create Reusable Content
Delete or End-Date Reusable Content
Copy Reusable Content
The Attachments Tab
Add Files in the Attachments Tab
Delete Files in the Attachments Tab
List of Candidate Tokens
List of Interview Tokens
Configure Letter Management for Recruiting Offers
Configure Recruiting Client Properties for Letter Management
Configure Letter Management Sender Address
Assign Offer Letter Role Features for Recruiting
Configure Offer Letter Workflows
Letter Workflows
Create Letter Workflows
Create Conditional Letter Workflows
Enable Candidate Offer Letter Workflows for Roles
Configure the Candidate Offer Document Type
Define Role Access to Candidate Offer Document Type
Define Candidate Offer File Types
Upload Candidate Offer Documents
Configure Logo for Use in Offer Letter
Configure Client Name in Letter Notifications
Configure Recruiter and Candidate Offer Rejection Reasons
Candidate Offer Notifications
Configure E-Signatures for Letter Management Recruitment Offers
Configure E-Signature Authentication
Configure Letter Management for Recruiting Emails
Configure Letter Management for Interview Requests
Recruiting Troubleshooting and Frequently Asked Questions
General Recruiting Troubleshooting
Troubleshooting for Managing Candidates
Troubleshooting for Resume Upload
Troubleshooting for Client Career Site
Troubleshooting for Job Posting Management
Troubleshooting for Job Requisition Management
Troubleshooting for Offer Letter Management
Troubleshooting for Background Jobs
Frequently Asked Questions for Office 365 Interview Scheduling Configuration
Appendix: Text Editor Controls

Recruiting Management

This section covers topics for recruiters and hiring managers.

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