Specify successor / new record (Application Management)
In Applicant Management, users can be deactivated, and corresponding successors can be specified or created from scratch. This is useful if someone leaves your company and their successor then needs to be trained. It only takes a few clicks to transfer the jobs, tasks, rights, etc. which had been assigned to the old administrator to a different person.
Specify successor
You can specify successors for hiring managers, HR experts and administrators. To do so, go to the profile view of the user for whom you wish to specify a successor, and click on the link for “ Specify successor”. The original user is automatically deactivated when you specify a successor. Depending on the user’s role, you will see the following selection options:
- New hiring manager:
- Please select a successor from the list of names. All open reminders will be transferred to this successor. In addition, the hiring manager being deactivated will be replaced by the successor in all active jobs for which he or she was specified as the responsible hiring manager.
- New HR expert:
- Please select a successor from the list of consultants. All open tasks will be transferred to this successor as soon as the original user is deactivated. In addition, the HR expert being deactivated will be replaced by the successor in all active jobs and applications for which he or she was specified as the responsible HR expert.
- New administrator:
- Please select a successor from the list of administrators. All open tasks will be transferred to this successor as soon as the original user is deactivated.
If the successor has not been entered in the system yet, click on the link for Create new successor now. See the notes on this subject in the following section.
Create new successor now
Click “Expand” to see all the available fields. - Passport photo
- User number
- If you leave this field empty, a number will be automatically generated and saved.
- Branch office*
- Committee
- Salutation*
- Title (preceding name)
- First name
- Last name
- Title after name
- Alias*
- Name displayed in selection fields, etc.
- Birth date
Address information
- Number / Street / PO Box
- ZIP/Postal code
- Location
- Country
Contact information
- Telephone (central)
- Telephone (direct line)
- Cell phone
- Fax
- Email address
- The email address specified here will be used as the correspondence email. Please be sure that the email address is typed correctly.
Login data
- Login*
- Please use a unique designation, e.g. the person’s short name. You can also use the full name (e.g. John.Doe). The label may not include any spaces.
- Branch office restriction
- The user will only have access to data from his or her assigned branch office.
- User language*