Contents

 
What's new in this release
Getting started
SilkRoad Recruiting overview
User interface
Log in
Reset forgotten password
Log out
My Account
Supported browsers and languages
Technical support
Dashboards
Candidate dashboard
Jobs dashboard
Recruiter dashboard
Requisitions
Creating and approving requisitions
Requisitions
Create Requisitions page
Create a requisition
Print requisition details
Requisition approval paths
Create a sequential approval path for a requisition
Create a non-sequential approval path for a requisition
Managing and editing requisitions
Edit a requisition
View requisition approval details
Edit requisition approval details
Post an approved requisition
Print requisition approval details
Review a job posting's requisition details
Job postings
Searching for job postings
Job search
Search for a job (quick search)
Search for a job
Save a job search to use later
Search for a job using a saved search
Make a saved job search the default quick search
Make a saved job search the default search
Make a saved job search the default job count search
Delete a saved job search
Select columns for job search results
Working with job postings
Job postings overview
Creating job postings
Create Job Posting page
Create a new job posting
Embedding videos in job postings
Embed a video in a job posting
Add an attachment to a job posting
Select evaluation questions
Further defining the question settings
Post job via social media
Managing and editing job postings
Edit a job posting
Change a job's status
Clone a job posting
Add additional locations to an existing job posting
Remove additional locations from an existing job posting
View an attachment on a job posting
Remove an attachment from a job posting
Posted Date vs. Original Posting Date field
Print job posting details
Activating, reassigning, and removing jobs
Deactivate (close) a job
Activate a job
Reassign jobs to another recruiter (bulk reassign)
Reassign jobs to another recruiting manager (bulk reassign)
Reassign jobs to another hiring manager (bulk reassign)
Assign jobs to a fee agency (bulk assign)
Remove jobs from a fee agency (bulk remove)
Reassign jobs to a different business unit
Reassign jobs to a different company location
Reassign jobs to a different department
Reassign jobs to a different job category
Tracking jobs
Track All Jobs page
Hot match and job score
Candidates
Searching for candidates (resumes)
Candidate search
Boolean search
Search for a candidate (quick search)
Search for a candidate
Filter out candidates who have been hired or otherwise disqualified
Create a default search for candidates
Create a default quick search for candidates
Create a default resume count search for candidates
Search for a candidate using a saved search
Make a saved candidate search the default quick search
Make a saved candidate search the default search
Make a saved candidate search the default resume count search
Delete a saved candidate search
Search for all resumes entered in the last 90 days (basic search)
Search for all resumes entered today (basic search)
Search for candidates using a recent search
Add columns for candidate search results
Add columns for candidate search results
Candidate profile
Scroll through resumes on candidate profile
Access candidate profiles from the Candidate dashboard
Candidate profile action menu
Launch Recruiter Lobby from candidate profile
Add comments to a profile
Request a review
Schedule an interview
Correspond with candidate
Create a new profile
Change a candidate to a different job
View or update employee profile (My Account)
Access a candidate's EEO/AA profile
Evaluate (rank) a candidate
Create rejection letter
Create offer letter
Initiate assessment request
Set a reminder
Print profile
Download a profile
Delete a profile
Change a candidate's disposition (from action menu)
Add Contact Notes
Candidates
Hiring stages
Move a candidate through hiring stages
Uploading candidates
Upload a resume from a local file
View employee referrals
View or update an EEO/AA profile
Recycle bin
Restore candidates from the recycle bin
Search candidate records within the recycle bin
Purge candidates from recycle bin
Managing candidates
Change a candidate’s hiring stage (via Resumes page)
Reassign candidates to another job posting (via Resumes page)
Disposition candidates (via Resumes page)
Send emails to candidates (via Resumes page)
Delete candidates (via Resumes page)
Set a basic qualification status for candidates (via Resumes page)
Candidate hiring process
Hiring process overview
Choose a single candidate for review
Choose multiple candidates for review
Review requests
View review requests
Review request email notification
Complete a review request
Remove completed review requests
Remove completed review requests
Process review requests without completing the review
Disposition a candidate during a review request
Interview requests
Requirements for viewing interviewer availability
Create a SilkRoad Recruiting interview
Create an interview conducted outside of SilkRoad Recruiting
Add interview schedule to your MS Outlook calendar
Reschedule an interview request
Reply to an interview request email notification
Complete an interview request
Edit interview feedback
Remove completed interview requests
Offers
View job offers
Generate a candidate offer
Initiate offer approval process (optional) and enter offer information
Modify offer approval information
View existing job offers and offer information
Edit candidate hiring information
Interview Scheduling
Interview Scheduling
Limitations
Interview Scheduling setting
Hide (turn off) legacy interview scheduling
Setting up Interview Scheduling
Link work calendar
Set preferred availability
Schedule an Interview page
Schedule an interview
Interviews page
View a list of interviews
View more information about an interview
Reschedule an interview
Complete interview questions during an interview
Folders
Folders
Create a shared folder
Create a private folder
Delete a shared or private folder
View folder contents
Send candidate search results to a folder
Remove candidates from a folder
Reports
Standard reporting
Equal opportunity and OFCCP compliance reporting
OFCCP reports
Requisition and job reporting
Applicant reporting
Budgeting and fee reporting
Candidate reporting
SilkRoad Recruiting user reporting
Interactive reporting
Custom reporting
Custom report
Requesting a custom report
My Reports page
Run a My Report
Reporting roles and report access
Reporting roles
Manage report access for a role
Report Builder
Create a report using Report Builder
Run a saved Report Builder report
Delete a saved Report Builder report
Texting
Texting
Benefits
Limitations
Setting up texting
Texting setup in Candidate Experience
Texting setup in SilkRoad Recruiting
Assign user permission to view text conversations
Assign user permission to view and send text messages to candidates
Opting in
Opt in an existing candidate to texting
Opt in multiple existing candidates to texting (bulk opt in)
Inbox
Conversations tab
View text messages in your inbox
Send a text message to a candidate
Reply to a candidate's text message
Deactivate (stop) a text conversation
Reactivate (restart) a text conversation
Administration
AAP job groups
Manage/edit AAP job groups
Business units
Add a new business unit
Edit an existing business unit
Deactivate an existing business unit
Candidate Correspondence Engine (CCE)
Create a new email (CCE) template
Edit an email (CCE) template
Delete an email (CCE) template
Use merge fields in CCE messages
Company locations
Add a new company location
Edit an existing company location
Deactivate an existing company location
Candidate Qualification Engine (CQE)
CQE categories
Create a new CQE category
Edit a CQE category
Delete a CQE category
CQE questions
Create a CQE question
Edit a CQE question
Add CQE questions to a job template
Calculating CQE evaluation scores
Ranking criteria
Create ranking criteria
Edit ranking criteria
Delete ranking criteria
Departments
Add a new department
Edit an existing department
Deactivate an existing department
Fee agencies
Create a fee agency
Deactivate a fee agency
Activate a fee agency
Send an email to a fee agency
Access (view) jobs assigned to a fee agency
Access (view) resumes submitted by a fee agency
Job categories
Add a new job category
Edit an existing job category
Delete an existing job category
Job template
Create a new job template
Edit an existing job template
Deactivate an existing job template
Create an approval workflow for a job template
Managing resources and related lists
Resources
Alternate resources
Create a new alternate resource
Edit an existing alternate resource
Deactivate an existing alternate resource
Job boards
Responsibility for job board accounts
Free job distribution network
Supported job boards
Configure a job board
Request a new job board
Remove (deactivate) a job board posting integration
Maintain job board login credentials
Job board posting permissions
Posting a job to an internet job board
Post a newly created job to a job board
Post a job that has already been created
Post to Monster RTP (additional steps)
Job posting headers and footers
Typical job posting page
Changing headers and footers
Offer and rejection letter templates
View an offer letter or rejection letter template
Delete an offer/rejection letter template
Download an offer/rejection letter template (make it your own)
Edit offer/rejection letter templates (with merge fields)
Standard merge fields (system-generated)
Upload an offer/rejection letter template into SilkRoad Recruiting
Settings
Settings page
Email for outages and upgrades
Enter contact information for outages and upgrades
SilkRoad Onboarding integration
Enter SilkRoad Onboarding integration information
Duplicate candidate search
Set up duplicate candidate search
Custom tracking code
Set tracking code
JobTarget integration
Enable JobTarget integration
Recruiter-initiated assessments
Enable recruiter-initiated assessment
Candidate upload field controls
Set a required field when uploading/editing candidate profile
Enable cookie policy acknowledgement message
Set resume search options
Enable Linkedin integration
Set up review request options
Turn off legacy Offer Letter functionality
Select fields to hide when creating requisitions
Mark fields as required when creating requisitions
Select fields to hide when creating job postings
Mark fields as required when creating job postings
Select fields to hide on the requisition approval email
Remove reply-to email address from system emails
Select users to receive eForm completion notification emails
Lock job template fields
Lock offers to prevent editing during approval process
Lock requisitions to prevent editing during approval process
Set available hiring stages by role
User accounts
Roles
Assign a role to a user
Change a user's role
User permissions
Administer User Accounts page
Add a new user
Edit a user account
Edit multiple user accounts (bulk update)
Associate company locations to a user
Change the time zone on a user account
Add Recruiter Lobby permission to a user
Assign user permission to change hiring stage
Assign user permission to disposition candidate during a review request
Show Modify Hiree Information link on candidate profile
Remove Modify Hiree Information link from candidate profile
Show Modify Offer Information link on candidate profile
Remove Modify Offer Information link from candidate profile
Assign user permission to approve requisition or offer
Assign user permission to view text conversations
Assign user permission to view and send text messages to candidates
Recruiting teams
Recruiting teams overview and benefits
Add a recruiting team to existing job posting
Custom electronic forms (eForms)
eForms overview
Collect eForms from candidates using email
Collect eForms from candidates up front
Managing collected eForms
View collected eForms
Download collected eForms
Edit collected eForms
Applicant interface redesign and content changes
ePostings and iPosting sites
Applicant interface redesign
Requesting content changes
Requesting changes to auto-reply messages
Candidate submission process
HRIS integration and compliance functionality
HRIS integration
Data from SilkRoad Recruiting to an internal system
Data from an internal system to SilkRoad Recruiting
Change management
Compliance-related functionality for federal contractors
Additional updates
Broadbean or JobTarget integration
Sending a job to Broadbean or JobTarget
Posting a new job to Broadbean or JobTarget (initial creation)
Posting an existing job to Broadbean or JobTarget
Broadbean posting process
Step-1 Choose job boards
Step-2 Posting details
Step-3 Preview and send
Posting field details
Viewing the status of posted jobs
Job board status column field details
Re-post job to Broadbean
Deactivate/remove a Broadbean job
Access AdCourier (the Broadbean standalone app)
JobTarget posting process
Automatically pull deactivated or closed jobs from job boards
Managing Broadbean, JobTarget postings
Manage a Broadbean job posting
Manage a JobTarget posting
EmployeeReferrals.com integration
Service activation on OpenAdmin
EmployeeReferrals.com jobs
EmployeeReferrals.com active job feed
Background checks
Background check provider integration
Initiate a background check request
Review the status of a background check
Release notes (archived)
Index