Adding optional details to an order

Created by Harrison Davies, Modified on Wed, 16 Sep at 3:25 PM by Harrison Davies


Alongside the candidate’s details you can record information for your own purposes, such as a purchase order number or the role applied for. None of it is shared with the candidate, and all of it is optional, but some of it makes the screening go more smoothly.

Where to find them

At stage two of the order, below the candidate details, under Additional Information. Each field starts as a button. Select one to add it, fill it in, and use the bin icon beside it if you change your mind.
The optional fields, each added one at a time
Note Nothing in this section is shown to the candidate. It does reach Verifile, and our team can see it against the order, so it is a way of telling us something as well as a record for you.

What each one is for

Everything here reaches our team alongside the order, so anything you record is visible to the people carrying out the screening.
FieldUse it forWorth adding when
Purchase order numberYour finance reference, carried onto the invoiceYour organisation requires a PO before it will pay
Other referenceAny other reference you file the order againstYou track candidates in your own system
Position applied forThe role being recruited forAlmost always, see below
Applicant notesAnything your team should know about this candidateThere is something unusual you would otherwise query
Start dateWhen the candidate is due to startThe start date is close, so you can see the urgency
Supporting documentsAnything relevant you already holdYou have a document that saves the candidate supplying it

The two worth adding every time

Position applied for

This tells your team what the screening is for, which helps you judge what is relevant and what is not. It also appears on the order, so anyone looking at it later can see the context without asking.

Start date

Screening has no way of knowing your deadline unless you give it one. A start date lets you see which orders are time critical, and it is the first thing you look at when you ask us to prioritise something.
Tip If a start date changes after the order is placed, tell us. We cannot see your recruitment system. QUERIED

Applicant notes, and what belongs there

Applicant notes are for context that helps the screening: a known gap in employment, a name change, a period spent abroad, anything that would otherwise look like a discrepancy and generate a query.
Tip Applicant notes are read by the team handling the screening, so this is the right place to tell us something rather than sending a separate email.
Warning Do not use this field for information about a candidate’s health, ethnicity, religion, sexuality, trade union membership or any other special category data. It is not needed for screening and should not be recorded here.

Supporting documents

If you already hold something the candidate would otherwise have to supply, attaching it here saves them a step. Only attach what is relevant to the screening.

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