What this feature does and when to use it?
The Online Candidate List Link allows you to submit candidates to clients or hiring managers through a secure online page. Clients can review candidate profiles, update hiring stages, and leave feedback, which is automatically synced back to Recruit CRM.
This feature is useful when you want to:
Share shortlisted candidates with clients.
Collect client feedback in one place.
Allow clients to update permitted hiring stages.
Receive notifications whenever clients leave feedback or update a hiring stage.
Submit candidates and receive client feedback
To share candidates using the Online Candidate Link:
Open the required Job and enable visibility for the candidates you want the client to review.
You can also use Set Visibility for All Candidates to update visibility for all candidates at once.
Candidate visibility can also be managed directly from each hiring stage by clicking the stage name.
Click Submit Candidates, select Online Candidate List, and send the link to the assigned contact(s).
The online link displays only the candidate fields you've chosen to share. You can configure the default shared fields in the Field shared with client.
You can also customize the fields displayed on the Kanban cards for each job.
Leaving feedback on an online candidate Link
Once the client opens the link, they can choose between List View and Kanban View to review candidates.
Clients can then update the hiring stage and leave remarks or feedback for each candidate.
Please note: The client will only be able to change the Hiring Stages you have given them access to by selecting the "Let Client Use" option on the Master Hiring Pipeline:
Whenever a client updates a hiring stage or submits feedback, the Job Owner and the Collaborators receive a notification in Recruit CRM.
You can also review the client's feedback at any time by clicking the Remarks icon in the Candidate Pipeline for the job.
Troubleshooting
Problem: My client cannot view candidate details.
Problem: My client cannot view candidate details.
Likely Cause: Candidate visibility hasn't been enabled, or the required fields aren't shared.
What to Check: Verify that candidate visibility is turned on and confirm that the necessary candidate fields are included in the shared view.
Resolution: Enable candidate visibility and update the shared fields before resending the online candidate link.
Problem: I'm not receiving notifications when clients leave feedback.
Problem: I'm not receiving notifications when clients leave feedback.
Likely Cause: No feedback has been submitted, or you're not the job owner or added as a collaborator.
What to Check: Confirm that the client submitted feedback and verify the job ownership.
Resolution: The job owner and collaborators receive notifications automatically whenever a client updates a hiring stage or leaves feedback.
Conclusion:
The Online Candidate Link makes it easy to collaborate with clients by allowing them to review candidates, leave feedback, and update permitted hiring stages in real time. This helps streamline communication, keeps everyone aligned throughout the hiring process, and ensures feedback is captured directly within Recruit CRM.