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This lesson explains the Groups within the Card View of a Shortlist. Please note setting the default group will be on a job level, not a user level. This will update the default shortlist view on th...
This lesson gives and overview of the Shortlist and the options within it, such as Filters, list view and Map View. 1. Currently in the Shortlist, you are seeing the card view visual. You can...
This lesson explains how to add Candidates to the Shortlist Using the Quick Add and New Candidate Option. 1. To use the Quick Add option, click this green icon here. 2. Start typing the name or...
This lesson shows you how to Assign a Candidate to Multiple Jobs. 1. To assign a candidate to multiple jobs, click into the action menu from within their record. 2. Click "Assign to Job". 3. Clic...
This lesson explains how to bulk assign multiple candidates to a job record. ...
1. Enter into the Job you would like to work in and click the “Shortlist” menu tab. Select the candidate or candidate(s) you would like to send internally to another user at your comp...
1. To send a single Resume/CV to a Client, enter into the Job, and find the Shortlist tab. Hover over the Candidates name and click the “Down Arrow” on the Candidates Card. 2. Select Wo...
This option to send resumes internally and to clients is helpful if you don't want to send an email, and still want credit for performing the action. Stay tuned! ...
A Shortlist is a list of identified candidates in your applicant pool who best meet the desired and required criteria for the open role. These are the candidates you would like to see moving forward...
Quick Add Candidates to the Shortlist When using the Quick Add candidate option in the shortlist of a job, you can view more detailed descriptions of the candidate you’re looking to add. ...
When a Candidate is placed or put on assignment as Working, the Contract Start Date and Contract End Date fields in the Candidates record will be updated with the Start and End Dates of the Placemen...
To bulk add candidates to a Sendlist, follow the below steps: Click into a Job > Open the Shortlist Select the candidates you would like to add to a sendlist by clicking on their picture icon Sel...
For ease of use, there are numerous indicators when working within the Card View of a Short List. First and foremost, if you've added a candidate to the Short List who is currently working on anot...
A Global setting is now available to set the order of candidates within the Shortlist view. Administrators can choose to order Alphabetically (as it is now) or by the date the candidate was added t...
You have the ability to rename the shortlist workflow cards to customize your process. For example, you can rename the internal card: Go to tools & settings> customization> display settings> U...