Shortlisting a Candidate to Vacancies from the Candidate Contact record

From the contact record, a candidate can be added to one or multiple Vacancies in one action.

What

Shortlisting a Candidate to Vacancies from a Candidate Contact Record.
From the contact record, a candidate can be added to one or multiple Vacancies in one action.
 

Where

Candidate Contact Record

How

Within a Candidate Contact Record, select the Mercury button, then select Shortlist to Vacancies from the drop-down menu:

 

The below highlighted search field will first appear with nothing below it. To find a list of all open Vacancies, hit the Enter key on your keyboard or hit the magnifying glass icon within the end of the field. Simply select the ones you wish to add your candidate to. Alternatively, to find a specific Vacancy starting typing the title, as seen on the example below.
 
 
 

At the bottom of the above window, click the Add button to finalise the action.
 
 
The candidate will now have an active shortlist and will be listed on the Vacancies, on the Candidates tab.

NOTE:  This feature is only available on a contact who is labelled a candidate.

 

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