Actions Available in Candidate Pool

David N

August 03, 2021 18:40

There are two ways to perform actions on candidates within the candidate pool: individually or in bulk.

Navigating to Candidate List

If not already there, click Candidates from the top menu bar.

Individual Actions

Use the action icons listed on the candidate's row. These actions include adding a candidate to a job, forwarding the candidate’s information via email, adding a comment on the candidate, and emailing the candidate directly.

Action icons are available to system administrators and users who have permission to perform the corresponding actions.

Icon	Action
	Add a note to the candidate’s profile. Comments will appear under the activity history bubble.
	Send an email to the candidate. A new pop-up will appear and an email can be created from scratch or a template can be pulled in. A copy of the sent email is stored in the Activity History bubble.
	Forward the candidate’s information. A new pop-up will appear and an email can be created from scratch or a template can be pulled in. A copy of the sent email is stored in the Activity History bubble.
	Attach Candidate to Job. This icon is in the Candidate Pool. A new pop-up will appear and jobs can be searched by zip code, job title or job ID. Select the job and attach the candidate.

Adding a Note

Enter the note for the candidate(s). When finished, click Add Note.
After the comment has been added, it can be found when looking at the candidate's profile.

Send Message to Candidate

Enter the desired information for the email to be sent to the candidate. If you have any candidate email templates, you can select them from the drop-down menu. If you would like assistance with setting up an email template, you can refer to the following article: Complete Guide to Email Templates
Files can be attached to the email for the candidate.
Click Send Email when finished.

Forward Candidate to Hiring Manager

Enter the desired information for the email to be sent to the hiring manager. If you have any hiring manager email templates, you can select them from the drop-down menu. If you would like assistance with setting up an email template, you can refer to the following article: Complete Guide to Email Templates

The recipient must be a user already set up in the system to forward an applicant’s information.

Attaching Candidates to Jobs

If a candidate from one job posting is a suitable fit for another job posting, you can attach the candidate to another job.

Select and enter your search criteria:
- Zip - Search for jobs using the ZIP code - only primary location zip codes can be searched
- Job Title – Search for jobs using the full or partial job title
- Job ID – Search for the job using the job ID
Click Find Jobs.
The "Matching Jobs" drop-down will contain the jobs that match your criteria. Select the desired job from the drop-down.
Click Attach Candidate(s)