Process Candidates in the Considered List |
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To Set the Message Left flag (M): 1.Select a Candidate. 2.Click the Update Call Status icon, . 3.Click the Message Left checkbox. 4.Click OK.
To Set the Candidate Status flag (S): 1.Select a Candidate. 2.Click the Update Call Status icon . 3.Set Status to either Yes, Possible or No. 4.Click OK.
To Sort a Candidate list: 1.Click once on a column heading. 2.Click again to reverse sort the column.
To Find a Candidate in a List: 1.Click the column header called Candidate Name to sort the column in ascending sequence. 2.Press CTRL+F. 3.Enter the first few letters of the last name to start a search.
To Zoom to a Candidate's Profile: 1.Select a Candidate. 2.Click Zoom to Candidate icon, . 3.Close Zoom window to return to Candidate list.
To Create an Activity History Record for a Candidate: 1.Select a Candidate in the list. 2.Click H to create an Activity History record (many per Candidate per Job Order). 3.Edit and save the Activity History record.
To Multi-select Candidates in a List: 1.Hold down the Ctrl key then click the required rows.
To Send a BCC email to Selected Candidates(s): 1.Multi-select Candidates in the list. 2.Click the E-Mail to Selected Candidates icon . 3.Set Recipient Type as BCC. 4.Click OK.
To Send Customized Emails to Selected Candidates: 1.Multi-select Candidates in the list. 2.Click E-Mail to Selected Candidates icon . 3.Click the Send Email using Mail merge from Template icon. 4.Edit the subject line. 5.Click OK.
To Email Resumes/CVs of Selected Candidates to a Hiring Manager: 1.Multi-select Candidates in the list. 2.Click E-Mail to Selected Candidates icon . 3.Click Send selected Candidates’ resumes option. 4.Click OK. 5.Select a Word mail merge template. 6.Double click to send multiple emails.
To Link a Candidate’s name into a List: 1.Click the red Attach New Candidate icon, . 2.Search for the Candidate in the database. 3.Select the required Candidate.
To Remove Candidate name(s) from a List: 1.Multi-select Candidates in the list. 2.Click Remove from Potential Candidates icon, . 3.The names are deleted from the list.
To Add more Candidates to a List: 1.Click the black Search for Candidates icon, . 2.Search for the required Candidates. 3.Or re-use Candidates from existing lists or other Projects.
To Copy Selected Candidate(s) to the List for Interview: 1.Multi-select Candidates in the list. 2.Click Move Candidates to Next Stages icon, . 3.Click Move to List for Interview .
To Show Activity History for a Candidate: 1.Select the Candidate. 2.Click the Show All Activity History icon, .
To Remove Candidate(s) from a List: 1.Multi-select Candidates in the list. 2.Click the blue Remove Candidates icon, . 3.This will not delete the profile of the Candidate.
To Preview and Print a Report for the Candidate List: 1.With Administrator rights, right-click Print Report for Candidates then assign a report template to the icon. 2.Click the orange Print Report for Candidates icon, . 3.Preview the pre-assigned report and print if necessary.
To Perform a Single Document Mail merge for Selected Candidate(s): 1.Multi-select Candidates in the list. 2.Click Create Letters for Candidates icon, . 3.Click OK in the Select Option dialog box (leave default settings). 4.Double-click the required Word template. 5.Enter Document name. 6.Click OK. 7.Merged document is archived in Project > Documents tab.
To Perform an Individual Document Mail merge for Selected Candidate(s): 1.Multi-select Candidates in the list. 2.Click Create Letters for Candidates icon, . 3.Uncheck Create Single Document. 4.Click OK in the Select Option dialog box. 5.Double-click the required Word template. 6.Enter Document name. 7.Click OK. 8.Merged documents are archived in Job Orders > Documents tab.
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