Candidate Invite Guide

Created by Lucas S, Modified on Mon, 10 Jun at 4:07 AM by Brandon M

Candidate Invite Guide

To invite a candidate, follow these steps to ensure a smooth and efficient process.

Step 1: Login and Access Dashboard

- Log in to your account and navigate to the dashboard.

Step 2: Click on "Candidate Invite"

- Locate and click on the "Candidate Invite" button.

Step 3: Choose Between "Send Invite" and "Bulk Send Invite"

- For a single profile, click on "Send Invite," or for multiple profiles, choose "Bulk Send Invite."

For "Send Invite":

- Click on "Continue" after selecting "Send Invite."

- Select your client name, client location, and the desired language for the invite.

- Fill in the candidate's first name, last name, and email address and other fields.

- Choose the packages or services the candidate should fill.

- Select consent or authorization forms and welcome or privacy forms as needed.

- Click on the "Invite" button on the top right side of the page.

- Ensure the candidate's email address is accurate for successful delivery.

- The invite will be sent to the candidate's email address.

For "Bulk Send Invite":

- Click on "Continue" after selecting "Bulk Send Invite."

- Select client name, client location, and language.

- Download the template using the provided link.

- Input mandatory details into the downloaded template columns.

- Upload the completed template.

- Click on "Select Packages and Services" to select the desired options.

- Proceed and click on Select Forms and Notes

- You can select the Consent and Privacy form.

- Proceed and click on Bulk Candidate Invite Summary

You can view the summary of details uploaded and the forms selected in the last page, crosscheck the details, if any details are required to be edited then use the pencil button, edit the details.

- Proceed and click on the "Submit" button.

After reviewing the details you can submit the profile by clicking on the “SUBMIT” button at the bottom.

- The invites will be sent to the respective email addresses.

After which you will be taken to profile list, from where you can view the profile ID and the invite details.

If you encounter any issues or have questions, feel free to reach out to our support team for assistance. Thank you for utilizing our platform!