Overview of Contact Register

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The Contact Register tab is used to list and manage all Candidates for the Project. The Contact Register is also called the Long List.

 

Contact Register:

The Contact Register (alias Long List) is the combined list of all Candidates submitted from any of the six Candidate lists in the Research tab. There may be as many as 200 names in this list, and once this list is compiled, a detailed investigation of these Candidates must be done.

When an unblocked Candidate is added to the Contact Register, the Candidate may have a Yellow Project block in the P column, which means that the Candidate has already been Presented on another Project.

If a Candidate is deemed unsuitable for further consideration on a Search Project, a manual unblock is applied, and the Yellow Block status removed. To indicate that the Candidate is no longer active, the Candidate’s name in the list is automatically changed from black to light gray. Light gray Candidates are therefore available for other searches.

Contact Register Candidates may be reviewed for suitability, emails may be sent to them, or letters created, using the buttons above the list.

 

Example: Contact Register

ProjectContactRegisterB

 

The Icons Located above each Project List mean:

HCreate an activity history record.
BellSet a Left Message status, or set the Candidate Status with values of Yes, No or Pending. Carries across to all Candidate lists in the Project.
SCRCreate a Search Contact Record (SCR) or open the existing one. There is only one SCR per Candidate per Project.
PrinterPreview and print a report of all Candidates in the list. Icon can be programmed with a preferred report using a right-mouse click.
Red Push PinSearch for a Candidate by name.
BinocularSearch for Candidates using one of: People Search, Power Search, Lists, or Past Projects.
Blue Minus Remove selected Candidate(s) from the list.
ZoomZoom to the Candidate record.
OutlookSend email to the selected Candidate(s).
WordMail merge a document using Candidate data and a selectable merge template.

 

Candidate Status Codes:

Candidates in the list show these status columns:

M = Message Left, indicated with a Yellow, Blue or Red bell symbol. This Status carries across to all Candidate lists in the Project, but does not carry across to other Projects involving the same Candidate.

S = Candidate Status, with values of Yes, No, or Pending. Carries across to all Candidate lists in the Project.

R =  Relative Rank, a one to ten character value. Relative Rank is only associated with this list.

R2 =  Relative Rank2, a one to ten character value. Relative Rank2 is only associated with this list.

C = Client Block Status (Yellow or Red).

P = Project Block Status (Yellow or Red).

SCR = Search Contact Record (SCR). One per Candidate per Project.

TO = Turn Off Indicator (red for To-do, green for Done). Shows as Red or Green check mark.

CV = CV or Resume is present ( ) or is blank if not present.

E = Email is present for candidate

For a selected Candidate, a right mouse button click sets R = Relative Ranking and S = Selection Status codes.

A Message left for a Candidate shows a bell symbol in the M = Message Left column.

A Search Contact Record (SCR) for a Candidate shows a red check mark  in the @ column.

An Acceptable Candidate, from the Recruiter's perspective, has a red check mark  in the S = Candidate Status column.

A Pending Candidate, from the Recruiter's perspective, has a ?  in the S = Candidate Status column.

An Unacceptable Candidate, from the Recruiter's perspective, has a no entryB in the S = Candidate Status column.

 

Candidate Blocking Rules:

A Candidate blocked as an employee of a Client organization has a Yellow bar in the C = Client Block column.

A Candidate blocked as a Client team member has a Red bar in the C = Client Block column.

A Candidate blocked as a Placed Candidate has a Red bar in the C = Client Block column.

A Candidate blocked as a Candidate on another search, prior to the Internal Interview stage, has a Yellow bar in the P = Project Block column.

A Candidate blocked on another Search and is at or past the Internal Interview stage, has a Red bar in the P = Project Block column.

Selected Candidate(s) that are not blocked may be forwarded to the List for Interview.