ATS Application Tracking System

 

Skills Required

  

Bootstrap | Php

Project Details

Scope of Work

Masters - Existing System:

The current existing ATS system has the following modules:

1. Role Master - User Defined Role names (Configuring Roles names with Functionalities is not available)

2. Country Master

3. City Master - Cities are grouped under countries

4. SO Master - Used to categorise type of SO which is a business model used within the organization

5. SO Status - User defined functional field used to track SO status such as Open, Closed, Hold used. The status will be updated by the end user manually.

6. Profile Status - User defined functional field used to track the candidates interview status. The status is manually updated by the recruiter.

7. Source - User defined functional field used to identify the source of profile such as Naukri, Monster, Reference, etc

8. Customer - Contains basic information about the client such as Name, Address, HQ City, HQ Country, NDA Signed or Not, MSA Date

Masters - Proposed System:

Role Based Authorization: Based on the Role Names, Authorization needs to be provided for each and every module in the Masters and Transaction with CRUD operation. User Based Authorization User based authorization need to be provided for two modules names:

1. SO Approval

2. Profile Approval

SO Approval:

● SO Approval will be done after creating New SO

● Approved SO should not be edited after approval.

● Approved SO can be edited only the user who already has SO approval authority

Profile Approval:

● Profile approval will be done before submitting the profile to client evaluation or internal SME evaluation.

● Since the profile sharing to Client/SME are done manually, system should not allow the the user to change the profile status until the profile gets approved

Transaction:

Work flow: Create SO and allocate Recruiter > Add New profile against SO > Update Profile Status > Update SO Status Proposed Work flow: Create SO > Approve SO > Allocate Recruiter(s) > Add New profile from existing DB or create new profile > Profile Approve > Update Profile Status > Update SO Status

SO - Existing System

The Sale Order (SO) has following fields: SO Name, SO Receive Date, SO Status, CUstomer, Client, JD available or not, Upload JD, City, Country, SO Type, SO Qty, SO Fulfilled Qty, SO Open Qty, SO Hold Qty, SO skills - Descriptive columns

SO Proposed System:

● SO Fulfilled Qty to be removed and a new page should be created for SO Fulfilled which contains information about Again which SO details, Profile Details, Recruiter Details, Shortlisted Date

● SO Open Qty to be auto calculated

● SO Hold should be moved out of SO Create/Edit page

Profile Upload - Existing System

Key information such as Name, Phone, Email, Current Employer etc are manually entered and profile is uploaded.

Profile Upload - Proposed System

Need Provision for adding profile in Database without selecting any SO At the time of Profile upload user can either select the profile from the existing DB or create new profile Provision for auto populating key information using AI tools to be provided.

Profile Search:

Provision for searching the profiles should be provided with the following search criteria

1. Manual Search - Name, Phone, Email, Location, Skillset, Experience, Designation

2. AI Search - Based JD, matched profile should be displayed

Performance Calculation - Existing System

It is calculated based on no of hours between current Date and SO allocation date

Performance calculation - Proposed System

Should be calculated based on the following parameters

1. No of profiles added against the SO

2. No of profiles shortlisted

3. Profile shortlist ratio - No of profiles sent to interview and no of profiles client shortlisted

4. House Spend (Need to create a new page for entering no of hours spend per SO)

Dashboard and Reports

Dashboard and Reports should be categorized into two types namely

1. Individual

2. Overall

Individual Dashboard / Report:

Data should be populated based on the logged in user, other user details should not be considered and it should have provision for following filters: Date, SO, Profile status [All option should be provided and it should work based on authorization]

Overall Dashboard / Report:

Data should be populated for all users and it has provision for following filtered Date, SO, Recruiter, Profile Status Additionally, users with approving authority for SO approval/Profile approval the status of approval/REject to be displayed [All option should be provided and it should work based on authorization]

Expected parameters in Dashboard and Reports:

1. Profiles count

2. Performance measure (Hours)

3. SO count Other than this provision for displaying count of profiles based on “status of profile” in Dashboard to be provided dynamically userwise.

Filters: Client, SO, Recruiter, Date range along with ALL options for all filter options. All options should be enabled based on Roles

Existing application Tech stack:

Front end: Bootstrap

Back end: PHP Laravel DB: MySQL


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