Sharing jobs from Recruit CRM with your hiring managers
1. Navigate to the jobs list page and click on a specific job:
2. Set the visibility of the candidates and choose the fields that you want to share with the client.
Setting the visibility of the candidates in your Hiring Pipeline
Setting the visibility of the candidates in your Hiring Pipeline
You can set the visibility of all candidates to ON/OFF 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.
Selecting the fields that you want to share with the client
Selecting the fields that you want to share with the client
You also need to make sure you share the right fields with the client. To do that, click on the "Fields Shared with Clients" button and select the fields that you want to share.
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
3. Click on the Submit Candidates button under the 'Candidates Pipeline' tab.
4. Click on the 'Online Candidate List' option and make sure to check the 'Enable Portal Link':
5. 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'll only need to send the email once to your client so that they can sign up on the Hiring Manager Portal.
6. After their initial signup, there's no need to resend the email for every new candidate assigned to the job. Simply assign the candidates to the job, and when you toggle the visibility 'ON' for the candidates, they will automatically appear on the Hiring Manager Portal.
7. You can change the hiring stage for the candidate and add remarks as needed in Recruit CRM. All changes made will seamlessly reflect on the Hiring Manager Portal, ensuring real-time communication between you and your clients.
Once your client has registered on the Hiring Manager portal, you won't need to send them emails for every new job you're working on for them.
Simply generate the 'Online Candidate List' link for the job by clicking on the 'Submit Candidate' button, and that job will automatically appear on the Hiring Manager Portal.
We hope this helps!