Managing candidates

Everything you need to know about managing the candidate area

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

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

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

Written by Em Powell
Updated over a week ago

Filtering and exporting candidate data

How to filter and export data from your candidate area

Written by Em Powell
Updated over a week ago

Adding and viewing candidate notes

How to add and edit candidate notes

Written by Lou Turner
Updated over a week ago

Duplicate candidates

How to handle multiple expressions of interest from the same candidate.

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.

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.

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

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.

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

Written by Em Powell
Updated over a week ago

Managing Email Notifications

Managing email notification recipients for new expressions of interest

How to add or remove admin users who receive email alerts when new candidates submit an expression of interest in a job.

Written by Em Powell
Updated over a week ago

Managing email notifications for new starters reaching their retention milestone

How to add or remove admin users from the email notifications that are sent when new starters are due to reach their retention milestone

Written by Nicola Ricketts
Updated over a week ago

Candidate Initial Response Times

Candidate initial response times

How the initial response time markers work and how to view candidates that are overdue for initial contact

Written by Em Powell
Updated over a week ago

Viewing candidates that are overdue for initial contact

How to view and export a list of candidates that have not been contacted within one working day of submitting their expression of interest

Written by Em Powell
Updated over a week ago

Managing the candidate initial response times weekly summary

A guide to the weekly summary of candidate initial response times and how to turn this feature on and off.

Written by Em Powell
Updated over a week ago