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, MessageLeft.

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 MessageLeft.

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, Zoom.

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 EmailIcon.

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 EmailIcon.

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 EmailIcon.

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, Pushpin.

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, DeleteFromList.

3.The names are deleted from the list.

 

To Add more Candidates to a List:

1.Click the black Search for Candidates icon, Binoculars.

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, MoveCandidateToNextStages.

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, Show All.

 

To Remove Candidate(s) from a List:

1.Multi-select Candidates in the list.

2.Click the blue Remove Candidates icon, DeleteFromList.

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, PrintPreview.

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, MailMergeLetters.

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, MailMergeLetters.

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.