Managing candidates

Everything you need to know about managing the candidate area

Nicola Ricketts avatar Em Powell avatar Lou Turner avatar
16 articles in this collection
Written by Nicola Ricketts, Em Powell, and Lou Turner

Tips on responding to candidates

Top tips from our founder Neil Eastwood on responding to candidates generated by the Care Friends app
Nicola Ricketts avatar
Written by Nicola Ricketts
Updated over a week ago

Progressing a candidate

A how to and best practice guide for progressing a candidate in your Care Friends portal
Em Powell avatar
Written by Em Powell
Updated over a week ago

Manually adding a candidate

How to add candidates to your portal if the referral was made verbally
Em Powell avatar
Written by Em Powell
Updated over a week ago

Filtering and exporting candidate data

How to filter and export data from your candidate area
Em Powell avatar
Written by Em Powell
Updated over a week ago

Adding and viewing candidate notes

How to add and edit candidate notes
Lou Turner avatar
Written by Lou Turner
Updated over a week ago

Duplicate candidates

How to handle multiple expressions of interest from the same candidate.
Em Powell avatar
Written by Em Powell
Updated over a week ago

Edit candidate details

How to edit a candidate's contact details, new to care status, role or referrer.
Em Powell avatar
Written by Em Powell
Updated over a week ago

How to delete a candidate

How to submit a request to have a candidate deleted from the system.
Em Powell avatar
Written by Em Powell
Updated over a week ago

Changing the date of a candidate update

Back-date or edit the date of a candidate milestone
Em Powell avatar
Written by Em Powell
Updated over a week ago

Moving a candidate out of archive

Incorrectly archived a candidate? Had a candidate get back in touch and needing to move them back into live? This article will show you how.
Em Powell avatar
Written by Em Powell
Updated over a week ago

How to undo a candidate update

A simple step-by-step guide to undoing the last update in a candidate's progress
Em Powell avatar
Written by Em Powell
Updated over a week ago