Managing candidates
Everything you need to know about managing the candidate area
Candidate travel distance and timeHow to view a referral/candidate's prospective travel time to the role they've applied for
Viewing automated candidate email templatesHow to preview automated email templates from within the portal
Example automated email templatesExamples on how to customise automated email templates.
Editing automated candidate email templatesHow to edit the automated emails sent to your referrals/candidates
Creating new email templates to send to rejected candidatesHow to create new automated email templates to send to ineligible referrals/candidates
Creating new candidate screening questionsHow to create custom questions to screen your referrals/candidates upon application.
Manually adding a candidateHow to add candidates to your portal if the referral was made verbally
Adding and viewing candidate notesHow to add and edit candidate notes
Filtering and exporting candidate dataHow to filter and export data from your candidate area
Managing overseas candidatesHow to edit your adverts to screen overseas referrals/candidates
Candidate contact details validationA guide on verification of referral details
Edit candidate detailsHow to edit a referral/candidate's contact details, new to care status, role or referrer.
How to undo a candidate updateA simple step-by-step guide to undoing the last update in a candidate's progress
Changing the date of a candidate updateBack-date or edit the date of a candidate milestone
Moving a candidate out of the archiveIncorrectly archived a candidate? Had a candidate get back in touch and needing to move them back into live? This article will show you how.
How to delete a candidateHow to submit a request to have a candidate deleted from the system.
Duplicate candidatesHow to handle multiple expressions of interest from the same candidate.
Candidate initial response timesHow the initial response time markers work and how to view referrals/candidates that are overdue for initial contact
Viewing candidates overdue for initial contactHow to view and export a list of referrals/candidates not contacted within one working day of submitting their expression of interest
Managing the candidate initial response times weekly summaryA guide to the weekly summary of candidate initial response times and how to turn this feature on and off.
Managing email notification recipients for new enquiriesHow to add or remove admin users who receive email alerts when new candidates submit an enquiry for an advert.
Managing email notifications for new starters reaching their retention milestoneHow to add or remove admin users from the email notifications that are sent when new starters are due to reach their retention milestone