Sharing and Moving Candidates

You can move and share candidates to solicit feedback from teammates or to have the candidates considered for other positions.

Sharing a Candidate from the Candidate Profile

To send a candidate’s information to someone outside your hiring team, or even outside your company, you can create a link to share their resume and contact information. 

To share a candidate:

1. Open the candidate’s profile.
2. Click the more button  near the top-right corner of the window.
3. Click Share Candidate.
4. Choose whether to include access to the candidate’s scorecard, team discussion, or questionnaires.
5. Click Generate Link.

You can send the link to anyone via email, text, or other message. When they click the link, they will be asked to validate their email address. Once they do, they’ll be able to see a summary of the candidate’s information, along with any other information to which you included access. 

Printing a Candidate's Profile

A hard copy of the profile comes in handy for in-person interviews. You can easily print a simplified version of your candidate’s resume with their contact information.

To print a candidate’s profile:

1. Open the candidate’s profile.
2. Click the More button  near the top-right corner of the window.
3. Click Print.
4. Follow the prompts to print.

Copying a Candidate to Another Position

To consider a candidate for more than one job, you can copy their resume and contact information to another position or pool. The original profile will stay with the original position, complete with questionnaire responses, team discussion, scorecards, and other information associated with that job.

To copy a candidate to a different position or pool:

1. Open the candidate’s profile.
2. Click the More button  near the top-right corner of the window.
3. Click Copy.
4. Select a position or pool from the drop-down field and then click Save.
5. In the Which stage should we add the candidate to? field, select the pipeline stage where you would like the candidate to be placed.
6. To trigger any stage actions related to the selected stage, click Yes to confirm.
7. Click Copy Candidate

Moving a Single Candidate to a Different Position

1. Locate the candidate by searching or from a position or pool.
2. Open the candidate's profile.
3. Click the more button  at the top of the window and select Move.
4. Select a position or pool from the drop-down field and then click Save.
5. In the Which stage should we add the candidate to? field, select the pipeline stage where you would like the candidate to be placed.
6. To trigger any stage actions related to the selected stage, click Yes to confirm.
7. Click Move Candidate.

Moving a Batch of Candidates to a Different Position

1. Click Positions/Pools and open the appropriate position.
2. Click Candidates near the top of the window.
3. Click the check box next to each candidate you would like to move.
4. Click the More menu near the top of the window and select Move Candidates.
5. Select a position or pool from the drop-down field and then click Save.
6. In the Which stage should we add the candidate to? field, select the pipeline stage where you would like the candidate to be placed.
7. To trigger any stage actions related to the selected stage, click Yes to confirm.
8. Click Move Candidates.

Switching between Multiple Profiles

If a candidate has profiles associated with different positions, each position will appear on the Other Places drop-down field in the details section of their profile. Click the drop-down field to switch between profiles.

To toggle between a candidate’s profiles:

1. Open the candidate’s profile.
2. Click the Other Places drop-down field on the right-hand side of the window.
3. Select the correct position.

The view will change to the profile associated with the position you chose.