PeopleMatter: Managers: What Actions can I Take in the Candidate Record?

Managers and Administrators can take the following action on a candidate:

• Make Applicant
• Request Interview
• Interviewed
• Offer Job
• Hire Candidate
• Save for Later
• Remove Applicant
• Remove Applicant - Send Rejection Message

To take action on a Candidate Record:

• Select WorkSpaces
• Under your organization's name, Select Administrator

The Administrator WorkSpace or HOME tab will appear

• Select Candidates and then the Candidate's Name to view the record in detail.  
• In the record, Select Candidate to view the available statuses
  • • Select Make Applicant to return the candidate to the applicant pool
    • Select Request Interview to send an interview request message or call the individual; the status will update to 'Interview Requested'
    • Select Offer Job to send an offer job message; the status will update to 'Job Offered'
    • Select Hire Candidate to hire the candidate; the status will create the Team Member Record
    • Select Save for Later to mark the applicant as saved
    • Select Remove Candidate to remove the candidate from consideration. This status does not send a notification to the candidate
    • Select Remove Candidate - Send Rejection Message to remove the candidate from consideration. This status will prompt you with a message template to send to the candidate if an email address is on file

Fig.1 - Selecting a Candidate status