Key tasks: Applicants [AX 2012]

Updated: October 20, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

This topic provides key information about maintaining applicant information in Human resources.

Click these links to find more information about the concepts that are discussed in this topic.

About applicants and applications

  1. Click Human resources > Common > Recruitment > Applicants.

  2. On the Action Pane, click New > Application.

  3. In the Applicant field, enter a unique identifier for the applicant.

    The applicant ID might be generated automatically, based on the number sequence code that is specified for the Applicant reference in the Human resources parameters form.

  4. Enter identification and name information for the applicant.

  5. Enter a job title for the applicant, if the applicant is currently employed.

  6. Select the highest educational degree that the applicant has earned.

  7. In the Previous employee field, indicate if the applicant was a previous worker in your company.

  8. Select the address book to include the applicant in. For more information about address books, see Global address book overview.

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Before you create an employment application record, you must create the applicant record for the applicant who submitted the application.

  1. Click Human resources > Common > Recruitment > Applicants.

  2. Select an applicant to create an application for, and then click Application details.

  3. Select the recruitment project to include the application in.

  4. Select the type of media that was used to recruit the applicant. Skip this step if the recruitment project that the application is included in specifies the type of media used to recruit for the project.

  5. Select the department and job that the applicant is applying for. If you selected a recruitment project to include the application in, the job and department is already entered.

  6. Select the E-recruitment check box if the application was received through Enterprise Portal for Microsoft Dynamics AX.

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  1. Click Human resources > Common > Recruitment > Applications.

  2. Select the application to update.

  3. On the Action Pane, click Application status and select the new status for the application.

  4. In the Change status form, click OK.

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When communicating with applicants, companies typically send the applicant either a hard copy document or an email message.

Companies typically receive many responses to job advertisements, which can make the task of corresponding with each applicant a burden. To avoid this, you can use the Create application document and E-mail applicant features to automatically prepare letters and emails for applicants. Both types of communications are stored in the Document management folder. For more information, see Document management in sales and marketing. Before you can use these features, you must complete the following prerequisite tasks:

Send a letter to multiple applicants

  1. Click Human resources > Periodic > Recruitment > Create application document.

  2. In the Correspondence action field, select the appropriate correspondence.

  3. In the Template file field, select the template that relates to your selection in the Correspondence action field.

  4. Click Select to open the Inquiry form, where you can review the criteria that is used to select the applicants to send a letter to.

Send a letter to one applicant

  1. Click Human resources > Common > Recruitment > Applications.

  2. Select the application that is associated with the applicant to send a letter to.

  3. On the Action Pane, click Create letter.

  4. Browse to the location of the template to use for the letter and then click OK.

Send an email message to multiple applicants

  1. Click Human resources > Periodic > Recruitment > E-mail applicant.

  2. Select the email template to use.

  3. To preview the email message before you send it, select the Preview e-mail message check box.

  4. Click Select.

  5. Enter criteria to find the applicants to send an email to. For more information about how to use the inquiry form, see Inquiry (form).

  6. Click OK.

  7. Verify the list of applicants to send an email to and then click OK.

Send an email message to one applicant

  1. Click Human resources > Common > Recruitment > Applications.

  2. Select the applicant to send an email message to.

  3. On the Action Pane, click Create e-mail.

  4. Select the email template to use.

  5. To preview the email message before you send it, select the Preview e-mail message check box.

  6. Click OK.

  7. Verify that the applicant to send a message to is listed, and then click OK.

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Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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