1. Within a Client Profile, navigate to the Matches section within the Admin tab.
2. Select Add Candidate
3. Within the pop-up, select the Candidate you wish to match from the dropdown on the left and the status you wish to place them in from the dropdown on the right. A further explanation of the relationship statuses is listed below.
4. Scroll down within the pop-up and you will see the option to jot down internal notes, these can be used for planning or reminders. A section to share notes directly with the client about this candidate, or an option to record a video for the client to discuss why you think this candidate would be a good fit. When ready, click Add.
5. The candidate will now show within the Assigned Candidates section of Matches. Within this screen you can also hide the profile from the client should they indicate they're no longer Interested, update the status of the Match, and (if needed) also download a PDF version of the Candidate profile.
6. In the event the a Candidate is placed with this Client, there are Advanced Options within the match (located at the bottom of the pop-up window) where you can record the Candidate's start/end date, number of days of guarantee, and also customize what profile sections the Client/Candidate should be able to view.
Relationship Statuses
A few of the preset relationship statuses within your dashboard have a connected trigger prebuilt into the dashboard, these are listed below. Statuses not listed can be removed or customized to your liking.
Potential Fit - This status is for your planning only. A relationship in this status means the Candidate profile is not visible to the Client and the Client profile is not visible to the Candidate.
Under Consideration - Putting a status of "Under Consideration" will notify the Client and make it visible to them.
Interested - When a Client selects the option "Interested" when viewing a match, the relationship status will change to this within the Client profile,
Not Interested - When a Client selects the option "Not Interested" when viewing a match, the relationship status will change to this within the Client profile.
Offer Extended - If the setting is activated to show an "Extend Offer" option after a Client expresses interest, when the Client clicks to extend an offer of employment to the Candidate, the relationship status will update to this.
Candidate Consideration, Candidate Interested, Candidate Not Interested - Clients will not see Candidate profiles in this relationship status
Favorite - this status is tied to use of Shift Jobs, after a Client marks a candidate as a "favorite" it will create this relationship status between the two.
Do Not Match - this status is tied to use of Shift Jobs, after a Client marks a candidate as a "do not want again" it will create this relationship status between the two.
Please click here to learn about disabling the default under consideration email for the client-candidate relationship here.
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