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Exact Synergy Enterprise   

Creating applicant entries

Menu paths

  • Modules ? HRM ? Entry ? HRM ? Applicant
  • Modules ? HRM ? Reports ? People ? Applicants


On this page, you can create applicant entries. Once created, you can modify the details of the entries, and delete the entries from the system. For more information, see Modifying applicant entries.

Roles and rights

To create applicant entries, function right 85 – Allows to create employees is required. By default, users with the HR or HR assistant role have this function right.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create applicants?

  1. From Modules ? HRM ? Reports ? People ? Applicants, click New to display the Applicant: New page. The Applicant: New page is displayed immediately via this menu path: Modules ? HRM ? Entry ? HRM ? Applicant.
  2. Under the General section at Last name, type the last name of the applicant.
  3. On the HRM: Job group - New page, type the code of the job group at Code.
  4. Under the Preferences section at Vacancy, type or select the vacancy ID to define the vacancy this applicant has applied for. The message "Synchronize: Vacancy - Data?" will be displayed.
  5. Click OK to synchronize the data. The information at Cost centre, Physical location, Job title, and Focus will then be filled with information taken from the vacancy card.
  6. Under the Address section, fill in the address of the applicant at Address, Address 2, Postcode, and City.
  7. Click Save. To save this entry and create another entry immediately, click Save + New instead.

Keep in mind:

  • All fields with the "!" icon are mandatory.
  • If you have defined the request type under the Applicant section in the HRM general or division settings, a request with the request type defined will be sent to the appropriate person(s) to approve, realize, and/or process the request when the applicant entry is saved. This process is depending on the settings defined in the Workflow module. For more information, see Creating and modifying request types – General tab. Once the request is in the final stage and the background job has been performed, the status of the applicant will change from Inactive to Active.




Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.938.938
 Assortment:  Date: 07-07-2017
 Release:  Attachment:

ESE-OH259-Creatingapplicantentries-final.docx 40.5 KB View Download