Investigator Applications
-
Managing Application Notifications, Access, and Troubleshooting
Application form settings and applicant permissions control different parts of the recruitment workflow. Submission notifications In the Job...
-
Completing Staff Onboarding After Hiring
Conversion gives you a staff record with application context. Onboarding prepares that person for the work and access they need. Review the profile...
-
Converting an Applicant into a Vendor Investigator
Use the Vendor route when your organization has decided the applicant belongs in its vendor workforce rather than as an internal employee. Understand...
-
Avoiding Duplicate Staff Records During Applicant Conversion
An investigator may already exist in your workspace, even if they submit a new application. Review possible matches The conversion dialog checks...
-
Understanding What Transfers from an Application to Staff
The conversion dialog previews how submitted information will be stored on the destination record. Review the mapping Data transfer preview shows each...
-
Converting a Hired Investigator into Staff
After your team decides to hire an applicant, Convert Applicant creates or links the operational staff record. Before converting You need both Convert...
-
Managing Applicant Statuses, Notes, and History
Applicant statuses help your team track recruitment progress; internal notes explain the work behind those changes. Available stages The workflow...
-
Finding and Reviewing Investigator Applicants
Open People > Applicants to review submissions from Job Application public forms. Find an application Search by name, email, phone, position, or...
-
Uploading Resumes and Application Documents
The public application form separates Resume, Cover letter upload, and Additional attachments. Upload requirements One resume is required. One cover...
-
Completing the Public Investigator Application
Applicants can use an active public Job Application form without a CaseWyze login. Provide your information Open the recruitment link and read the...
-
Creating and Sharing an Investigator Application Form
Use Settings > Public Forms to create the public link investigators use to apply. Create the form Open Settings > Public Forms with Manage Job...
-
Understanding Investigator Applications and Hiring
The investigator application workflow connects public recruitment with your staff records in CaseWyze. How it works Public Job Application form →...
