Hiring Manager Portal User Guide (June 2026 Release)

1. Hiring Portal Dashboard Overview

The Dashboard serves as the central command center for managing your organization's recruitment activity from a Hiring Manager perspective. It provides a real-time, high-level overview of active job postings, applicant progression, upcoming schedules, and AI-driven candidate quality insights. This portal enables hiring managers to quickly assess health metrics, track candidate throughput, and prioritize outstanding hiring tasks.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Filter Your Workspace View: Upon logging in, look at the top-right corner of the dashboard. Click the All Job Postings dropdown menu to filter your metrics. Select a single job role to view specialized metrics for that specific position, or leave it as default to see cross-company totals.
2. Review Core Pipeline Volumes: Check the top row of metric summary cards (Open Roles, Active Applicants, Interviews This Week, and Offers Pending) to gauge your daily actionable priorities.
3. Assess Candidate Velocity: Scan the Avg Days Since Applied metric bars. If the day count is climbing high (e.g., sitting at 50 days), review the corresponding candidates to ensure applicants aren't stagnating in the pipeline.
4. Evaluate Applicant Quality: Review the AI Match Score Distribution panel to see the overall strength of your talent pool. Click into your Applications tab on the left panel if you need to prioritize screening candidates flagged in the Strong (≥70%) tier.
5. Navigate to Core Workflows: Use the left navigation panel to act on your findings—click Job Postings to edit or create roles, Applications to advance specific candidates, or Interview Feedback to log assessment notes.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Metric Synchronization: The metrics displayed on the Dashboard automatically sync with your NetSuite backend database. Any status updates made inside candidate files will reflect here instantly.
• Monitoring Pipeline Bottlenecks: The Avg Days Since Applied chart calculates the mean duration specifically for the current stage. A high day count under the In-Progress bar indicates it is time to prompt your internal team for resume reviews or scheduling next steps to keep candidates engaged.
• Understanding AI Match Scores: The AI scores are calculated upon submission. If a candidate is marked as Not Scored (0%), it typically indicates that their resume file format was unreadable or their application data is still being processed by the parser system.

Hiring Portal User Guide: Job Postings

1. Job Postings Overview

The Job Postings page provides hiring managers with a simplified view of active employment listings within the ATS360 SuiteApp ecosystem. This page allows users to see the current status of specific roles, review key publication details, and navigate directly to the applicant pipelines associated with individual job requisitions.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Locate Your Requisition: Scan down the central feed of the Job Postings page to locate the specific role card you want to review.
2. Expand the Description Details: If you need to verify the posted roles or expectations, click the Show more link on the card to reveal the full text summary.
3. Verify Public Presentation: Click the External Link Icon next to the job title header if you need to double-check how the listing appears on your live public career site.
4. Access the Applicant Pipeline: Look at the bottom of the card for the View Applications (X) action link. Click this button to transition immediately into the Applications workflow tab, filtered specifically for that position's candidates.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Real-Time Counters: The applicant volume indicator—for example, View Applications (15)—updates live. Every time a candidate submits an application on your external portal, this counter increments instantly.

Hiring Portal User Guide: Job Posting Details Workspace

1. Job Posting Details tab Overview

The Job Posting Details right side bar  workspace is an interactive slide-out drawer that allows hiring managers to review and audit specific requisition configurations directly within the Job Postings module. This centralized view ensures that job attributes, targeting parameters, external listing links, and the full job description text can be verified quickly without navigating away from the core list view.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Trigger the slide-out drawer: Scroll through your master list in the Job Postings module and click directly on the title or body card of the requisition you wish to audit.
2. Verify Corporate Mapping: Look over the meta-tags underneath the main title header to verify that the Subsidiary, Department, and Posting Target statuses match your tracking requirements.
3. Audit Public Accessibility: Click the External Post URL Link icon next to the title header if you need to preview formatting, check broken links, or manually share the application path with an external candidate source.
4. Read Full Requirements: Scroll vertically through the Full Job Description Block to read or verify the detailed text parameters of the posting.
5. Close the View Panel: Once your review is complete, click the Close panel (✕) button at the top of the drawer to collapse the view and return to your master dashboard ledger.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Direct Source Mapping: All configurations displayed in this  slide-out drawer are hardcoded mirrors of your core ATS360 Job Posting  records. To modify any of these text items or field values, an authorized user must edit the source record inside ATS360/NetSuite.
• Preserving Scroll Positioning: Closing this panel returns you to the exact vertical scroll location you were previously browsing on the primary Job Postings page, preventing you from losing your place when auditing multiple open listings in sequence.

Hiring Portal User Guide: Job Posting Details:  Interview Questions Tab

1. Interview Questions Tab Overview

The Interview Questions tab within the Job Details side bar workspace allows hiring managers to manage structured assessment questionnaires for specific job listings. This interactive module enables users to create target questions, link them to specific interview stages, assign them to one or multiple job postings simultaneously, and maintain a standardized evaluation template.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Access the Tool Area: Open a job card from your primary workspace and select the Interview Questions sub-tab in the upper horizontal row.
2. Draft a New Assessment Prompt: Click inside the Enter new question input field and type your target question text.
3. Map the Selection Pipeline: Click the Interview Stage dropdown to designate when this question should be introduced (e.g., select Initial Screening).
4. Target Specific Requisitions: Scroll through the Job Postings selection block and click the desired job title.
5. Stage and Review the Entry: Click the blue Add Question button. The new item will pop up instantly inside the lower Questions ledger table for verification.
6. Commit the Configuration Changes: Once you are satisfied with your question mapping table, click the blue Save button in the lower-right corner to finalize your updates.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Multi-Selection Controls: To map a single interview question to multiple hiring paths at the same time, hold down the Ctrl key (on Windows) or Cmd key (on Mac) while clicking distinct items inside the Job Postings scroll menu.
• Staged vs. Committed Saves: Clicking Add Question or the red ✕ marks changes locally within the interface. No updates are finalized in the system database until you explicitly click the master Save button at the bottom of the widget frame.
• Iframe Scroll Safety: This specialized control environment functions inside an isolated panel frame. If fields or table rows appear cut off, use the localized scrollbar positioned on the far right edge of the pop-up panel container to view lower options.

Hiring Portal User Guide: Applications

1. Applications Overview

The Applications page provides a centralized database for reviewing and managing all incoming candidate submissions within the ATS360 SuiteApp environment. It allows hiring managers to quickly monitor candidate progression, assess automated resume compatibility metrics, and sort applicants using specialized tracking filters.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Isolate Your Working Pool: Use the filter tags at the top of the table to sort your workspace view. Click New to focus exclusively on unread applicants or All to see the full talent list.
2. Review Candidate Layouts: Scan the list visually using the AI Match Score and Status columns to identify top-tier talent or check on processing bottlenecks.
3. Trigger the Candidate Drawer: Click directly on a candidate's row selection box or interactive Candidate ID & Name string. This will dynamically launch a context slide-out panel on your screen without navigating away from the core menu ledger.
4. Sort Content Chronologically: Click the Last Modified Date column header to toggle between seeing your most recently active candidate applications first or last.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Interactive Slide-out Drawers: Clicking a candidate's name brings up a dynamic slide-out profile context view. This pop-up allows you to preview resumes, read communication histories, and change interview sub-stages directly without ever losing your place on the master list.
• The "New" Counter Logic: The New counter bubble (e.g., New 6) ticks down automatically once a team member selects or opens the candidate profile drawer for the first time.
• Bulk Actions Availability: Checking the topmost master header checkbox selects all visible candidate lines on the screen, turning on hidden bulk update tools to change multi-candidate stages simultaneously.

Hiring Portal User Guide: Application Details slide-out drawer Workspace

1. Application Details Overview

The Application Details pop-up workspace is a dynamic slide-out drawer that displays comprehensive, centralized candidate profile information directly within the Applications dashboard. It eliminates the need to navigate away from the primary applicant list, allowing hiring managers to quickly evaluate background data, review resume analysis metrics, log internal feedback, and advance candidates through the selection pipeline.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Review Core Candidate Bio Data: Once the panel slides open from the main table, skim the topmost metadata rows to confirm identity, primary application contact information, and current workflow status.
2. Examine Skills & Credentials: Scroll down to the Applicant Info section to review extracted keywords (e.g., Mobile Development, iOS, Swift) and cross-reference them against your role requirements.
3. Log Internal Evaluation Notes: To document your assessment, locate the Comments text field at the base of the drawer. Click Write a comment..., input your team feedback, and click the Save Comment button.
4. Advance or Conclude the Workflow:
   • If the candidate satisfies requirements, click the blue Move to Next Stage button to progress them further.
   • If the candidate is unqualified, click the red Reject Application button.
5. Cycle to the Next Applicant: Instead of closing out your workspace view, click the Next application right-arrow button at the top to load the next file from your application ledger automatically.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Preserving Tab Focus: When cycling between files using the Next application arrows, the  slide-out drawer retains your currently active sub-tab view (e.g., if you are looking at the Documents sub-tab, clicking next will instantly load the next candidate's documents tab).
• Hyperlinked References: Social fields like the LinkedIn Profile field render as active external hyperlinks. Clicking them will safely open a new tab outside NetSuite so you don't lose your working application drawer state.
• Unsaved Comments Safeguard: Be sure to click Save Comment before using the navigation arrows or hitting the close icon, as closing the panel or changing profiles with an empty scratchpad will discard unsaved text entry edits.

Hiring Portal User Guide: Candidate Details — Received Stage

1. Received Stage Overview

The Candidate Details (Received Stage) panel is an interactive slide-out drawer that displays immediate background data for newly arrived applicants. This initial workspace view allows recruiters to conduct preliminary profile evaluations, verify automated screening indicators, and quickly determine whether to reject the submission or progress the candidate further into the active recruitment pipeline.

2. Step-by-Step Instructions

1. Verify the Processing Stage: Confirm the candidate is in the initial entry phase by checking that the Received badge is highlighted on the tracker bar.
2. Assess Initial Alignment: Check the AI Match Score Badge to gauge immediate technical keyword compatibility.
3. Audit Submission Details: Scroll through the profile grid to verify required information, target position fields, and contact information.
4. Advance or Conclude the Application:
   • To initiate the interview or testing sequence, click the blue Move to Next Stage button to shift the candidate to In-Progress status.
   • If the candidate fails baseline requirements, click the red Reject Application button.
5. Document Initial Findings: Type any initial screening notes in the comment box and click Save Comment to record your feedback before closing the drawer.

3. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• The "New" Flag Behavior: Opening this panel for a candidate marked with a green NEW tag automatically changes their status to "read". This updates your team's application inbox counters in real time.
• Advancing Workflow Logic: Clicking Move to Next Stage on a Received record automatically prompts the system to initialize the Interview Sub-Stage tracking options (defaulting them to Not Started), making the profile ready for active panel routing.

Hiring Portal User Guide: Application Details — In-Progress Stage

1. In-Progress Stage Overview

The Application Details (In-Progress / Documents Tab) workspace is a specialized slide-out drawer utilized when an applicant has been advanced to the active screening phase. This view centers primarily on the Documents sub-tab, providing hiring teams with an integrated, high-resolution PDF document viewer to read, zoom, and evaluate the candidate’s submitted resume directly alongside their baseline tracking record.

2. Step-by-Step Instructions

1. Verify active status: Open the candidate record and confirm that the In-Progress status badge is active next to the applicant's name.
2. Access the resume text: Click the Documents sub-tab in the drawer navigation menu to bring the file rendering workspace forward.
3. Adjust document legibility: Use the Zoom in (🔍) button to enlarge small text details, or click the Maximize (⛶) button to push the text layout into full screen. Use the scrollbar on the right side of the viewer frame to advance down through the career history text.
4. Save a local copy: If you need to attach this file to an internal chat or print it for an interview panel, click the Download button to instantly save the file to your local drive.
5. Decide candidate status: After reviewing their professional experience, click Reject Application if they do not meet the minimum job qualifications. To review other aspects of their profile, toggle to the Candidate Details, Interviews, or Emails sub-tabs.

3. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Persisted Viewer Settings: The zoom percentage level (e.g., 75%) and page orientations you configure will persist as you click the Previous application or Next application arrows. This layout stability makes high-volume resume parsing much faster.
• Supported Formatting: The interactive document viewer seamlessly renders standardized formats like .pdf and .docx. If a candidate uploads an unsupported file type, the inline preview will display an error placeholder, but the files can still be accessed cleanly using the master Download button.

Hiring Portal User Guide: Application Details — Interviews Tab

1. Interviews Tab

The Interviews tab within the Application Details  slide-out drawer provides recruiters and hiring managers with a specialized environment to coordinate, track, and review assessment schedules for an active applicant. This panel gives a clear overview of upcoming or historical assessment events, confirmation statuses, and dedicated scheduling operations without disrupting your workspace workflow.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Access the Evaluation Panel Log: From the main applicant table, open the candidate profile slide-out drawer and click the Interviews sub-tab option.
2. Review Scheduled Events: Scan the primary ledger table to check on the configuration, designated panel owner, and the operational condition listed under the Status column.
3. Initialize a New Meeting Request: Click the dark blue Schedule Interview button to prompt the coordination tool to open. Follow the prompts to configure dates, invite relevant team members, and select confirm.
4. Verify Dispatched Invitations: Look for the green banner text stating "Interview scheduled successfully. Invites have been sent." to confirm that automated internal and external notification emails have been dispatched correctly.
5. Revoke or Cancel a Schedule: If an emergency conflict arises, locate the target entry row in the ledger and click the red Cancel link button under the Actions column to free up the calendar availability slot.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Automated NetSuite Backend Sync: Clicking Schedule Interview triggers automated communication workflows behind the scenes. Meeting invites are instantly sent out to both the candidate's personal email inbox and the assigned interviewer's standard NetSuite calendar.
• Sorting Timeline Paths: Clicking the column header arrows (such as Date & Time ▲) lets you quickly toggle between prioritizing your immediate upcoming assessments or looking back at previous, historical interview logs.

Hiring Portal User Guide: Application Details — Schedule Interview Interface

1. Schedule Interview Overview

The Schedule Interview workspace is a focused modal or view state embedded directly within the Interviews sub-tab of the Application Details panel. It provides recruiters and hiring managers with a simplified scheduler to establish new assessment slots, assign localized internal panel owners, and dispatch automated notification alerts across both internal calendar structures and candidate networks.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Launch the Configuration Space: Navigate to the active candidate drawer, select the Interviews sub-tab, and click the blue Schedule Interview button to display the coordination widget.
2. Designate Date & Sizing Parameters: Set the specific calendar date and adjust the start/end time sliders to define the interview's overall duration.
3. Assign the Internal Interviewer: Select from the drop-down menu or type in the corporate name field to map an authorized team member (such as Colleen Heyting) to lead the panel.
4. Confirm and Dispatch: Review your variables for structural conflicts, then select the final submission prompt.
5. Verify the Dispatch State: Confirm that the scheduling registry pushes the entry live with an Upcoming status badge and that a green automation confirmation banner displays at the top of the interface.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Automatic Invites: Pressing the confirm button within the scheduling view prompts NetSuite to automatically dispatch an .ics calendar invitation file and email copy directly to the candidate's personal inbox and the internal staff member's core agenda.
• Status Progress Tracking: The Status value automatically transitions from Upcoming to Completed once the scheduled time block expires, signaling to other team members that interview assessment logs can now be submitted under the main navigation's Interview Feedback panel.

Hiring Portal User Guide: Application Details — Emails Tab

1. Page Overview

The Emails tab within the Application Details  slide-out drawer serves as a dedicated communication ledger for the selected candidate. This tab displays an automated, chronological history of all email correspondences, auto-generated platform updates, and calendar confirmations dispatched to the applicant or internal interviewers. It allows recruiters to verify that critical outreach—such as interview invitations—has been successfully transmitted.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Access Communication Records: From the master candidate grid, open the profile view for an applicant (such as Elizabeth Martin) and select the Emails sub-tab.
2. Audit System Dispatches: Review the message log rows to confirm that required automated notifications—such as the applicant's schedule confirmation or internal panel invites—have been systematically dispatched.
3. Check Correspondence Metadata: Read the inline summary text to verify exactly who sent the email, the precise date and time it left the system, and who was designated on the "To" line (e.g., confirming an invite went to interviewer Colleen Heyting).
4. Initiate New Candidate Outreach: Click the blue Compose button to open the message editor panel whenever you need to manually follow up, request updated paperwork, or send personalized updates to the candidate.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Automatic Scheduling Logs: When you use the built-in Schedule Interview workflow, the system automatically generates and tracks those notification confirmations here instantly, complete with timestamped receipts.
• Unified Communication History: This log aggregates both automated platform emails and manual messages sent via the Compose button, ensuring your recruiting team maintains a single, reliable audit trail of all candidate touches.

Hiring Portal User Guide: Application Details — Compose Email Interface

1. Compose EmailOverview

The Compose Email interface is an interactive messaging panel that expands within the Emails tab of the Application Details drawer. It enables recruiters and hiring managers to draft and send direct, custom email correspondence to an applicant without leaving the centralized workspace.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Launch the Composer: From the candidate's slide-out details panel, toggle to the Emails tab and click the + Compose button to reveal the messaging form.
2. Define Your Topic: Click inside the Subject line field and enter a clear title for your email (e.g., Interview Follow-up - Next Steps).
3. Include Internal Stakeholders (Optional): If you need to keep a hiring manager or department lead in the loop, click the CC: bar, type their corporate email address, and select them.
4. Draft the Message Body: Click inside the large Write your message... text box and type out your customized candidate update or instruction set.
5. Dispatch the Email: Review your text for accuracy, then click the blue Send button to transmit the message. Once sent, the conversation row will dynamically appear in the log below with a blue SENT status badge.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Automatic History Tracking: Any message sent using this button is instantly recorded in chronological order at the bottom of the Emails ledger, ensuring that your entire recruiting department has visibility into the exact messaging timeline.
• No Auto-Save for Drafts: Unlike some external mail clients, closing this interface with the ✕ icon or clicking Cancel will wipe out your current text input. Be sure you are ready to send before toggling to other tabs or applications.

Hiring Portal User Guide: Interview Feedback Module

1. Interview Feedback Module Overview

The Interview Feedback page is a centralized workspace that allows recruiters and hiring managers to review and manage candidate interview performance assessments. This page compiles multi-stage interview results, displays score summaries, and serves as the gateway for logging detailed feedback evaluations for candidates currently navigating active selection pipelines.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Navigate to Feedback Hub: Click Interview Feedback in the left-hand navigation column to populate the open evaluations roster.
2. Isolate a Candidate (Optional): If managing a busy queue, click the top-right filter dropdown menu (currently set to All Applicants) and select a specific name to narrow down your table rows.
3. Locate Target Hiring Milestone: Find the row for your target candidate, and expand the row header if needed to see the relevant Job Posting and Stage column fields.
4. Launch the Evaluation Form: Move to the right side of the row layout and click the blue Interview Feedback link button under the Action column.
5. Review Historical Metrics: Click the Score Summary button next to the filters at the top of the interface whenever you need to check aggregate performance metrics across recent evaluations.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Typo Alignment: Just like the core modules, the job posting titles (such as Bussines Analist) pull their text directly from your primary NetSuite Requisition Records.
• The Feedback Counter: The counter badge attached to the candidate header row (e.g., 1 feedback) reflects the total number of completed score sheets submitted by all interview panel members for that candidate. Use this to track if all assigned interviewers have logged their notes.
• Stage-Bound Forms: Clicking the Interview Feedback link dynamically generates an assessment scorecard tailored specifically to the stage listed in that row (e.g., a Phone Screening form focuses on baseline skills, while a Technical Interview form focuses on system questions).

Hiring Portal User Guide: Interview Feedback — Score Summary slide-out drawer Workspace

1. Score Summary Overview

The Score Summary pop-up workspace is a dynamic slide-out analytics panel triggered from the Interview Feedback module. It aggregates and scales multi-candidate assessment evaluations for a specific position (e.g., Business Analyst), displaying stack-ranked leaderboards and granular, panelist-by-panelist recommendation breakdowns across distinct interview milestones. This view helps hiring teams eliminate ambiguity and make data-driven decisions when comparing candidate performance.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Launch the Analytical Summary: From the primary Interview Feedback screen, click the Score Summary button located at the top right to expand the metrics drawer.
2. Review Master Leaderboard Standings: Scan the Overall Ranking table to see who currently holds the top spots based on cumulative performance averages.
3. Analyze Specific Milestone Breakdowns: Scroll down to the Interview Stages section to evaluate candidate performance during isolated evaluation phases, such as Phone Screening or Initial Screening.
4. Audit Panelist Discrepancies: Cross-reference individual ratings under the Panelist Scores column to check for score variances between different team members (e.g., verifying why one interviewer scored a candidate a 1.00 while another scored them a 5.00).
5. Inspect Definitive Recommendations: Look at the Recommendations column to evaluate individual panelist votes (Advance, Hold, or Stop) to find general team alignment.
6. Export Findings: Click the orange Download PDF button to export a hard copy layout of the report for offline review or hiring committee alignment meetings.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Understanding "N/A" Score Marks: An Avg Score of N/A indicates that while an interview event was formally scheduled or completed, numerical scorecards haven't been submitted or saved by the panel owners yet.
• Managing Discrepancies: When an applicant shows a Question Mark indicator ( ) or conflicting recommendation badges (a mixture of Checkmarks and X marks), it flags a pipeline bottleneck where team consensus hasn't been reached, signaling that a calibration meeting is needed.
• Isolated Workspace Display: This analytics summary interface functions within an isolated iframe container window. If data points or table rows appear truncated on smaller monitors, use the internal scrollbars built directly onto the right edge of the slide-out panel to move up and down seamlessly.

Hiring Portal User Guide: Interview Feedback Form

1. Interview Feedback Form Overview

The Interview Feedback Form is an interactive workspace that opens within a slide-out drawer or focused frame when evaluating a candidate’s performance for a specific hiring stage. It provides interviewers with a standardized grading rubric and specialized text areas to record structured question ratings, scenario notes, and final hiring recommendations. This ensures consistent candidate assessments that sync directly with the core recruitment database.

2. Key UI Elements & Fields

3. Step-by-Step Instructions

1. Verify Your Context Info: Review the Interview Stage block at the top of the form to double-check that the applicant name, role title, and your interviewer profile name are correctly mapped.
2. Review the Grading Guidelines: Skim the Scoring Scale table block to anchor your assessment answers to your organization's baseline criteria definitions (ranging from 1 for Below Expectations up to 5 for Far Exceeds Expectations).
3. Log Core Assessment Content: Locate the active evaluation rows. Read the structured prompt context, type your detailed qualitative assessment points in the Interviewer Notes box, and input the appropriate value in the Score (1 - 5) column.
4. Choose Your Hiring Recommendation: Navigate to the Recommendation row and click the appropriate radio bubble—mark Proceed to request advancing the candidate, or select Do Not Proceed if they fail core requirements.
5. Formulate Your Executive Summary: Scroll down to the Additional Comments and Remarks canvas. Type a comprehensive synthesis of the candidate's unique advantages, communication abilities, and technical alignment.
6. Commit the Scorecard: Click the blue Submit button at the base of the frame to lock in your notes and instantly update the master candidate tracker database.

4. Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• Overwriting Existing Records: If you launch a scorecard that has already been filled out, the orange alert ribbon reminds you that edits are live. Saving edits will replace previously stored notes rather than creating a duplicate entry.
• Draft Protection: Closing the panel using the ✕ button at the top right before hitting Submit will discard all unsubmitted text inputs. Always make sure to click Submit at the bottom of the card to securely log your feedback.
• Scrollable Frame Alignment: This form operates inside an isolated workspace iframe container. If lower sections like the Additional Comments field or Submit button appear cut off from your standard viewport window, utilize the frame's internal scrollbar on the far right edge of the screen to scroll down cleanly.

ATS360 Preferences Manager — Hiring Portal Configuration

1.Hiring Portal Configuration Overview

The ATS360 Preferences Manager (Hiring Portal Tab) is an administrative control screen located within the main NetSuite environment. This screen gives recruiters and system administrators the power to customize the exact workflow permissions, visible data checkpoints, and sub-stages that hiring managers can see or interact with when using their client-facing portal.

2. Key UI Elements & Fields

Step-by-Step Instructions

1. Open Preferences Menu: Inside the primary NetSuite navigation sidebar, select ATS Preferences and click into the configuration dashboard.
2. Navigate to the Target View: Click on the HIRING PORTAL tab link along the horizontal sub-menu to load the portal configuration fields.
3. Filter Pipeline Stages: Go to the HIRING PORTAL STAGES menu block. Hold down the Ctrl key (Windows) or Cmd key (Mac) and click on the specific stages you want shared with your management teams.
4. Grant Action Permissions: Check the box for ENABLE SCHEDULE INTERVIEW and ENABLE REJECTION ABILITY depending on whether you want managers to execute those recruiting tasks directly or if those actions should remain restricted to human resources.
5. Set Sub-Stage Tracking Visibility: Look under the VISIBLE INTERVIEW SUB-STAGES block and check the exact boxes for the interview phases that managers should track.
6. Commit Preferences: Review your settings change layout, then click the green Save Preferences button in the lower action bar to push updates live to your users.

Pro-Tips / Important Notes

💡 Important Notes & Best Practices

• The Blank Sub-Stage Rule: Under the VISIBLE INTERVIEW SUB-STAGES layout block, if none of the explicit check boxes are selected, the platform defaults to showing all configured interview sub-stages automatically to your portal users.
• Instant Portal Synchronization: Adjustments made on this administration preferences frame populate instantly. When you click Save Preferences, any logged-in hiring manager will see their portal permissions update upon their next page load or dashboard refresh.
• If something goes wrong: If hiring managers report missing menu options or notice that they are unable to view specific candidates, come back to this panel to confirm that their current candidate stage is highlighted inside the master HIRING PORTAL STAGES selection block.