Submitting Candidates To Jobs
Instructions
To submit a Candidate to a Job, please follow the steps in one of the options below.
Hint: If you have already Linked the Candidate as ‘Potential’ to the Job, the fastest way to submit a Candidate is to use Option 3 below.
Option 1 – Submit From Candidates Directly
- Click on the Candidate folder and locate a Candidate record (or multiple records if you are submitting more than one Candidate)
- Select the Candidate(s) you want to submit using your CTRL or Shift Keys and mouse
- Right click and select ‘Submit Selected Candidates To Job’.
- A new window will open allowing you to select the Job you want to submit to. Select the Job and click ‘OK’
- A new Email window will pop up, with the 'Default Resume' of the Candidate attached to the email.
- Change your Stylesheet, Template and Signature if desired (Defaults will appear automatically).
- Click on the ‘Send Details’ drop-down button to change which fields you want included in your email. Results of the email body should change automatically as you choose send details.
- Optional: Click on the ‘Docs’ button, just below the Signature drop-down to choose any alternative resumes or documents linked to this Candidate record.
- Optional: Use the ‘CC’ or ‘BCC’ fields to choose additional recipients for this email.
- Once your email is ready, click on the ‘Send’ button.
Option 2 – Submit From Jobs After Locating Candidates
- Click on the Jobs folder and locate the Job record you want to submit the Candidates to.
- Right click and select ‘Submit Candidates Resume'
- Select the Candidate by (checking the box) and click 'OK'.
- A new Email window will pop up, with the 'Default Resume' of the Candidate attached to the email.
- Change your Stylesheet, Template and Signature if desired (Defaults will appear automatically).
- Click on the ‘Send Details’ drop-down button to change which fields you want included in your email. Results of the email body should change automatically as you choose send details.
- Optional: Click on the ‘Docs’ button, just below the Signature drop-down to choose any alternative resumes or documents linked to this Candidate record.
- Optional: Use the ‘CC’ or ‘BCC’ fields to choose additional recipients for this email
- Once your email is ready, click on the ‘Send’ button.
Option 3 – Submit From ‘Potential’ xTab
- Click on the Jobs folder.
- Click on the ‘Potential’ xTab
- Right click and select ‘Submit’.
- A new Email window will pop up, with the 'Default Resume' of the Candidate attached to the email.
- Change your Stylesheet, Template and Signature if desired (Defaults will appear automatically).
- Click on the ‘Send Details’ drop-down button to change which fields you want included in your email. Results of the email body should change automatically as you choose send details.
- Optional: Click on the ‘Docs’ button, just below the Signature drop-down to choose any alternative resumes or documents linked to this Candidate record.
- Optional: Use the ‘CC’ or ‘BCC’ fields to choose additional recipients for this email
- Once your email is ready, click on the ‘Send’ button.