You don't have to shuffle between your CRM, ATS & Email to find and email details of your candidates to your clients.
With Recruit CRM, you can send candidates you have assigned to a job to your clients in less than 3 clicks.
The Link you send clients will include information about all candidates you have assigned to a job and gives them space to quickly write feedback on for each candidate.
To submit candidate:
Go to Jobs - Click on a specific job -
You can set the visibility of all candidates to ON/OFF from within the job.
Visibility ON: This means the candidate is visible in the list shared with the client
Visibility OFF: This means the candidate is not shared with the client
If you have too many candidates in any of the hiring stages, you can change the visibility of all the candidates to ON/OFF in just one click.
You also need to make sure you share the right fields with the client; To do that you need to click on the "Fields Shared with Clients" button just below the hiring stages inside the job.
And choose the fields that you want to share with your clients.
Note: These Shared fields will only be limited to this job, if you want to select the fields shared with clients on an account level you need to go to Admin Settings --> Field Shared with Clients
Once all of this is set, Click Submit candidates - You'll get 2 options:
Online Candidate List
Email With Attachments
Online Candidate List:
This will send a link to your hiring manager with the list of candidates.
A list of candidates will be submitted to the concerned contact through email.
Once you choose the "Online Candidate List" option, the system will create an email with the link that will have a list of candidates that you have made visible. You can click on the "Preview List" button to check all the fields and candidates are chosen correctly.
The shared link will look like the image below and will have an option for the client to choose between Kanban and List view of the Candidates.
On both the Kanban and List view of the shared link, we give the option for the Clients to give their feedback. The clients can change the hiring stages and add remarks as well!
Note: You can choose the Hiring stages that are available for your Clients to use from Admin settings > Hiring Pipeline by ticking the "Let clients use" box.
Email With Attachments:
This will send an email to your hiring manager with the candidate grid along with the attachment(s).
That’s it, You're good to go!
If you have any more questions or just want to talk about how Recruit CRM can help your recruitment firm grow faster, just send us a message.
We love talking to our customers and learning about their unique stories :)
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