Recruit Candidates

In Tally.ERP 9, you can recruit candidates who have applied for a job that was published.

On this page

View candidates who have applied for a job published

Button options in Job Folders screen

Applied to a published job

Considered for an applied job

Test Scheduled

Online Test for Candidate

Resume Online Test

View the marks sheet

Troubleshoot if online test halts abruptly

Test Completed

Rejected during recruitment process

View candidates who have applied for a job published

1. Select R : Recruitment. The Select Job screen appears as shown below:

2. Select the required job from the List of Jobs displayed

3. P ress Enter .

Note: Initially, the List of Jobs will contain only Default job. Job requirements have to be created and published from Job Management . List of Jobs displays all job requirements published from Job Management .

The Job Folders screen appears as shown below:

Note: The candidates who have applied for a published job appear in Applied folder. The candidates considered for recruitment appear in Considered folder.

Button options in Job Folders screen

● N : Add Candidates : This option creates new candidates from other media or walk-in candidates. The candidate added from List of Folders is moved to Applied folder.

● Ctrl+X  (X: Add Multi Candidates) : This option creates multiple candidates from other media or walk in candidates. Only basic information like Name, Age, Gender, Email ID and Mobile Number can be entered. The candidates added from List of Folders is moved to Applied folder. Click here for the detailed procedure.

● C : Create : This button allows you to create new folders in addition to the default folders available under List of Folders of a selected Job . To create a new folder:

o Go to the List of Folders screen.

o Click C : Create . The Create New Folder screen appears as shown:

o Enter the required folder name under Folder Name field.

o Press Enter . The List of Folders screen displays the newly created folder as shown:

● R : Rename : This button allows you to rename the created folder. To rename the folder:

o Select the created folder from the List of Folders screen.

o Click R : Rename or press Alt + R.

o Rename Folder screen appears.

o Enter the required new name in the field provided and press Enter .

Note: Default folders cannot be Renamed

● D : Delete : This button allows you to delete the created folder. To delete the folder:

o Select the created folder from the List of Folders screen.

o Click D : Delete . The Delete Folder screen appears. A message Are You Sure! Yes or No will prompt you for confirmation.

o Press Enter to confirm.

Note: Default folders cannot be deleted.

● M : Move All Candidates : This button allows you to move all the candidates in a particular folder to another folder. It is similar to the Move To option inside the folders. To move all candidates to a different folder

o Select the required folder.

o Click M : Move All Candidates. The Move Candidate screen appears

Note: The folder options listed in the Parent Folder will vary depending on the folder from where the Move to is executed.

o Select the required folder from the Parent Folder list in Move to folder field.

o Enter the comments, if any, in the Comments field. The completed Move Response screen appears as shown:

o Press Enter to save.

All candidates get moved to the appropriate folder.

● Ctrl+O (O: Reorder Folder) : This button allows you to reorder the folders in the List of Folders screen. To reorder folders:

o Click O: Reorder Folder or press Ctrl + O . The Reorder Folder screen will appear as shown:

o Select the folder that you want to move from the List of Folders .

o In the After field, select another folder after which you want the first folder to appear in the List of Folders screen, as shown:

o Press Enter to Accept.

The first folder will appear after the second folder.

Applied to a published job

This folder contains the profile of all the candidates who have applied to a published job. You can short list the required employees and considered for further processes.

1. Select Applied folder.

2. Press Enter . The List of Candidates screen of Applied folder appears as shown:

The following functions can be performed from this folder:

● F1 : Detailed : Allows you to view the details of the candidates, such as, their Key Skills , Highest Qualification , Current & Expected Salary , Contact details , etc.

● N : Add Single : Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Applied folder.

● Ctrl+X: Add Multiple : Allows you to create Multiple New Candidates from other media.  The new candidates added from this screen gets updated in the Applied folder.

● D : Download Resume : Allows you to download the resume of the selected candidate.

● M : Move Candidate : Allows to move the selected candidate to Considered or Rejected folder. It also has the capability to create a user specified folder and move the selected candidate.

● Ctrl+R: Reject : Allows to move the selected candidate to Rejected folder.

● T : Assign Test : Allows to assign a test to the selected candidate.

● C : Add Comment : Allows to add comment to the selected candidate.

● V : View All Activities : Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.

● Press Page Down or + key to navigate to the next candidate's profile.

● Press Page Up or - key to navigate to the previous candidate's profile.

● Press Esc to come back to List of Candidates screen.

Considered for an applied job

This folder contains the list of candidates who have been considered by the employer from the Applied folder or from Candidate Search or by adding New Candidates . The employer can proceed with further recruit operations from this folder.

1. Select Considered folder .

2. Press Enter . The Candidate List screen opens displaying the list of candidates considered by the employer.

Note: The New Candidates added from Test Scheduled and Test Completed folders will be added to Considered folder.

The following functions can be performed from this folder:

● F1 : Detailed : Allows you to view the details of the candidates, such as, their Key Skills , Highest Qualification , Current & Expected Salary , Contact details , etc.

● N : Add Single : Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Considered folder.

● Ctrl+X: Add Multiple : Allows you to create Multiple New Candidates from other media.  The new candidates added from this screen gets updated in the Considered folder.

● D : Download Resume : Allows you to download the resume of the selected candidate.

● M : Move Candidate : Allows to move the selected candidate to Considered or Rejected folder.

● Ctrl+R: Reject : Allows to move the selected candidate to Rejected folder.

● T : Assign Test : Allows to assign a test to the selected candidate.

● C : Add Comment : Allows to add comment to the selected candidate.

● V : View All Activities :Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.

● Press Page Down or + key to navigate to the next candidate's profile.

● Press Page Up or - key to navigate to the previous candidate's profile.

● Press Esc to come back to List of Candidates screen.

Test Scheduled

This folder displays the list of candidates who have been assigned new test by the employer from any of the other folders.

1. Go to Job Folders screen.

2. Select Test Scheduled folder.

3. Press Enter . The Candidate List screen appears displaying the list of candidates to whom tests have been scheduled as shown:

The following functions can be performed from this folder:

● F1 : Detailed : Allows you to view the details of the candidates, such as, their Key Skills , Highest Qualification , Current & Expected Salary , Contact details , etc.

● N : Add Single : Allows you to create New Candidates from other media. The new candidates added from this screen gets updated in the Considered folder.

● Ctrl+X: Add Multiple : Allows you to create Multiple New Candidates from other media.  The new candidates added from this screen gets updated in the Considered folder.

● D : Download Resume : Allows you to download the resume of the selected candidate.

● M : Move Candidate : Allows to move the selected candidate to Applied , Considered or Rejected folder.

● Ctrl+R: Reject : Allows to move the selected candidate to Rejected folder.

● R : Resume Test : Allows the employer to resume the assigned test that was interrupted while performing online test due to various reasons. In such cases, the Last Test Status column in Test Schedule folder will display as Aborted . The employer has to click R :Resume Test so that the candidate continues the online test.

● D : Delete Response : Allows the employer to select and delete employees

● T : Assign Test : Allows the employer to assign a new test to the candidate.

● H : Hall Ticket : Allows the employer to view/print/email  the hall ticket for the online/assessment test

● E : Cancel Test : Allows to cancel a test assigned to a candidate. This button will be active only to the candidates in Assigned status.

● Ctrl+S : Score Card : Allows the employer  to view/print/email the score card for the online/assessment test

● A : Answer Sheet : Allows the employer to view the answer sheet of a selected candidate.

● C : Add Comment : Allows to add comment to the selected candidate.

● V : View All Activities :Allows to view all the activities of a selected candidate along with the comments passed at each of the process level.

● Press Page Down or + key to navigate to the next candidate's profile.

● Press Page Up or - key to navigate to the previous candidate's profile.

● Press Esc to come back to List of Candidates screen.

Online Test for Candidate

1. Start Internet Explorer.

2. In the address bar type www.tallysolutions.com/test . The Start Online Test page appears as shown:

3. Enter the Test ID which you had noted. The Start Online Test screen appears displaying the Profile Information and Online Test Instruction.

4. Click Start Test . The Online Test Paper page appears as shown:

In the Online Test Paper page the following buttons perform the respective tasks:

● << Prev go to the previous question.

● Next >> go to the next question.

● Test Completed indicates you have completed the test.

● Show All Question displays all questions of the respective question paper.

5. Proceed to answer the questions from the question paper assigned.

6. Click Test Completed to indicate that you have completed the test successfully.

7. On completing the test click Test Completed . A screen displaying statistics for the test taken appear as shown:

8. Click Yes to submit the test taken.

9. Click Done to confirm submission. The candidate’s scorecard for the assigned test paper appears as shown:

Resume the Online Test

1. Start Internet Explorer.

2. Enter www.tallysolutions.com/test in the address toolbar. The Start Online Test page appears.

3. Enter the same test ID which was provided earlier. The Online Test screen appears.

4. Click Continue .

View the marks sheet

1. Log in to the Control Centre

2. Select Jobs and Recruitments > Recruitments .

3. Select Test Completed folder.

4. Select the required candidate.

5. Click A : AnswerSheet .

Troubleshoot if online test halts abruptly

In case the online test comes to an abrupt halt due to any one of the following reasons:

● Power Failure.

● Employer or Candidate has accidentally closed the window.

● The system has crashed.

In such cases, the employer needs to log in to the Control Centre:

1. Select Jobs and Recruitments > Recruitments.

2. Select the respective job for which the test was conducted.

3. Select Test Scheduled folder. The List of Candidates screen displays the Last Test Status column as Aborted to candidates whose online test failed during the process.

4. Select the required Aborted candidate.

5. Click R : Resume Test. A message Are you sure to resume the test? Yes or No appears.

6. Press Enter to allow to continue the test for the same candidate. The Status under Last Test Status changes to In Progress as shown:

Test Completed

This folder displays the list of candidates who have completed their online tests .

1. Go to Job Folders .

2. Select Test Completed folder.

3. Press Enter . The List of Candidates screen appears displaying the list of candidates who have completed their online tests as shown:

4. Select the required Candidate .

5. Click A : Answer Sheet or press Alt + A to view the Answer Sheet screen for thee selected candidate.

6. Click F1 : Detailed or press Alt + F1. The detailed Answer Sheet with the result for each question the student has responded to appears.

7. Select the required question.

8. Click D : View Details . The Marks and Result for the selected screen are displayed in Answer Details as shown:

The following functions can be performed from this folder:

Rejected during recruitment process

This folder displays the list of candidates who have been rejected during any of the recruiting process levels. This folder allows the employer to reconsider the rejected candidates to move to relevant folders. The employer can also perform other functions like assigning new test, add comments and view all activities, and so on, from this folder.

1. Go to List of Folders of a selected Job screen.

2. Select Rejected folder and press Enter . The List of Candidates screen appears displaying the list of candidates who have been rejected for various reasons as shown:

The following functions can be performed from this folder: