• Add a candidate to the current campaign
• Delete a candidate from the current campaign
• View or Edit an existing candidate on the current campaign
• Record an opinion of a candidate
• Add a Contact Note
• Send an Invitation Email to a candidate

The Candidate screen/tab displays a list of candidates who are being, or have been, considered for the current position, and is designed to be a summary of the current status of each of the candidates.

Depending on the permissions your login has been granted for this campaign (See User Permissions for more details), from the Candidates tab you can add a new candidate to the list; review or edit an existing candidate; record opinions; log contact notes and send standard emails to the candidates.

Contributors can view each candidate record, review the candidates CV, evaluate any uploaded Interview Content and then offer an opinion as to whether the candidate may be suitable for the position and whether to progress them to the next stage.

Each candidate listing on the Campaign Candidates tab displays the following information:-

• The First name and Last name of the candidate.
• The number of Contributors who have voted for the candidate to Progress, Reject or to be put On Hold for the current campaign.
• The Email Address of the candidate.
• The Status or progress of the candidate on the current campaign.
• The Landline Telephone number of the candidate.
• The Mobile Telephone number of the candidate.
• An indicator of who Added the candidate to the campaign.

Add a candidate to the current campaign

To add a candidate to the current campaign, click the Add -> New Candidate option from the button bar.

A Search screen will appear allowing you to either search for candidates who were considered on previous campaigns, or click the Add -> Create new Candidate option to create a new candidate record.

To add a previously considered candidate to the current campaign, enter the appropriate search parameters into the search screen (See Search Screens for more details on how to use search screens). A summary list of potentially suitable candidates will be displayed in the results window. To view a full candidate record, select a candidate using the selection tick box and click the Edit/View button from the button bar.

Once you have found an appropriate candidate use the tick boxes to select the candidate(s) and click the Add -> Add Candidate to Campaign option on the button bar.

To create a new candidate click the Add -> Create New Candidate option from the button bar. Enter the candidate details and click the Save button.

Delete a candidate from the current campaign

To delete a candidate from the current campaign, select the candidate(s) using the selection tick boxes and click the Delete button from the button bar. (Please Note: only a Hiring Manager can delete a candidate from a campaign)

View or Edit an existing candidate on the current campaign

To view or edit a candidate record select one or more candidates using the selection tick boxes and View/Edit button from the button bar.

The application will swap from the Campaign mode to Candidate mode and a list of candidates will be displayed. The first candidate record on the list will automatically be selected. To review the information in Candidate Details, candidate Documents, Interview Content or candidate Journal, click the appropriate tab.

For more detailed help on the information stored on a candidate see the following help pages – Candidate Details; Candidate Documents; Interview Content and Candidate Journal.

Record an opinion of a candidate.

To record your opinion on a candidate based on the information currently available and their progress so far within a campaign, select the appropriate candidate using the selection tick box and click the Add -> Add Opinion option from the button bar.

The add opinion screen will appear. On this screen you can – write your opinion in words; give an indication as to whether you think this candidate should Progress, be Rejected or put On Hold and rate the candidate out of 10.

Clicking the Save button will record the date of your opinions and rating, along with a record of what progress the candidate had made on the campaign at that time. To review your recorded opinions and those of other Contributors to the campaign, view the Journal tab in the candidate record.

Add a Contact Note

To create a general Contact Note on a candidate, select the appropriate candidate using the selection tick box and click the Add -> Add Contact Note option from the button bar.

The add Contact Note screen will appear. On this screen you can record the subject and content of any contact history with the candidate. Click the Save button to save the contact note. To review your contact notes and those of other Contributors to the campaign, view the Journal tab in the candidate record.

Send an Invitation Email to a candidate

From the Campaign Candidates tab, the Hiring Manager can send an invitation to a candidate to respond to a list of on-line questions.

The email received by the candidate will contain an explanation of the request, a URL link to a web page and a security code for the candidate to enter when they access the web page.

To review further details on the process the candidate will follow when responding to the invitation email, see the following help pages – Candidate Response Pages

To send an invitation email requesting the candidate to respond, select the appropriate candidate(s) using the selection tick box and click the
Send Email -> Request to Answer Questions
option from the button bar.