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Series Master

The Series Master page is a crucial step in the recruitment process, used for creating and managing series for candidate applications and resource requests. This page must be configured after creating an opening and before generating a resource request or adding a candidate.

It allows the setup of prefix, category, type, and start number, ensuring all job openings or tasks are linked with a unique identifier in the system.

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Create Series Master:

This section is used to define and configure a new series for a job opening or task.

  1. Company: Select the company associated with the series (e.g., Bizcompass Softwares Private Limited India).

  2. Category: Choose the category for the series (e.g., Recruitment, Task, Asset, etc.).

  3. Type: Select the type for the series:

    • Resource Request (if you're generating a resource request)

    • Application (if you're adding a candidate directly without generating a resource request)

  4. Reset: Select how often the series number resets (e.g., Every Year, Never).

  5. Start No: Enter the starting number for the series.

  6. No Of Series: Define the total number of series entries to generate.

  7. Series Prefix: Enter a prefix that will be used in the series identifier (e.g., "BIZ", "AMZ", etc.).

  8. Elements: Select the elements to include in the series identifier (e.g., Company Prefix, Separator (-), Series Number, etc.).

  9. AI Series Generator: Utilize the AI Series Generator (icon next to the "+" symbol) for automatic generation of series based on your configuration, making it easier to create consistent and structured series identifiers.

  10. Preview: A real-time preview of the series identifier format based on the inputs.

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How this feature helps:

The Series Master feature ensures that job openings, tasks, and resource requests are assigned a unique and easily identifiable series number. It streamlines the workflow by enabling automatic and manual configuration of series identifiers.

It helps Administrators and Recruiters to:

  • Create unique series identifiers for job openings, resource requests, and applications.

  • Ensure consistency in series numbers with customizable prefixes and reset frequencies.

  • Use the AI Series Generator to quickly generate identifiers that fit the defined format.

  • Track resource requests and tasks effectively by categorizing them with a structured format.

  • Link series identifiers to specific candidates or job openings.

Once a series is created, it can be used for:

  • Assigning unique identifiers to tasks and resource requests.

  • Categorizing and managing candidates directly through the Application type.

  • Linking job openings or resource requests to specific series.

  • Tracking the status and progress of tasks or resource requests.

This ensures that all series are configured consistently and can be seamlessly integrated into the recruitment and task management workflow.

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