Linking Clients, Candidates & Jobs
From the main Candidates page, you are able to link together your Clients, Candidates and Jobs within your database.
Candidates Linked Tab Overview
From the main Candidates screen, click on the Candidate you wish to work with.
- Click on the Linked Tab
- You can see a history of events this Candidate has been linked to
- Hover over the Information icons for each Linked Status to view detailed information on the linked event.
Creating a New Link
- Click e.g. ‘Interview 2’ – you’ll notice a green tick now appears in the box.
- The screen will automatically update with the relevant Status, Candidate, Client and Job pre-selected
- You may also send the Candidate and Client notification via email in the ‘Notify Linked’ panel below.
- Click the Add/Send button and the screen will automatically refresh to show you the status you have updated for that Job.
Jobs Linked Tab – Progressing Candidates
From the main Jobs page, you are now able to click on the blue icon in the Linked Column to take you to the main Linked page for that Job to quickly & easily progress your Candidates as required.
You may also click the ‘View All’ button from this Linked screen which will take you to the main Candidates page, automatically filtered for the Candidates linked to that Position to easily view their CVs and other documents, or use the Actions dropdown for mass communications such as Write email etc.