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Series Master

The Series Master page is a crucial and mandatory step in the recruitment process, used for creating and managing series for Candidate Applications and Resource Requests.

Create Series Master:

  1. Select the companyCompany.

  2. Choose the categoryCategory for the series (i.e. Recruitment).

  3. Select the typeType 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. Select how often the series number resetsResets.

  5. Enter the startingStarting numberNo. for the series.

  6. Define the total numberNo. ofOf series entries to generate.

  7. Enter a seriesSeries prefixPrefix that will be used in the series identifier.

  8. Select the elementsElements to include in the series identifier.

  9. If you want, utilize the AI Series Generator (icon next to the "+" symbol) for automatic generation of series based on your configuration.

  10. See a real-time previewPreview of the series identifier format based on the inputs.

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The Series Master page is used while creating candidate applications from the Candidate page and raising resource requests from the Resource Request page as it assigns a unique and easily identifiable series number.