How to share a candidate

To share a candidate profile, start by hovering over the Personnel icon in the main sidebar and selecting the Candidates module.

In the candidate list, choose the candidate you want to share by opening their profile. At the top of the profile page, click the Shared with 0 people button in the header. This button indicates how many users currently have access to the candidate.

From there, you can select the users you want to share the candidate with and manage access as needed.

A list of users the candidate has been shared with will appear. To share the candidate with someone new, click the Add New button in the top-right corner. This will open a modal window where you can select additional users. 

Fill out the following fields:

• Shared with (required) – Select a co-worker from the dropdown list you want to share the candidate with.
• Message (required) - Add some details here to support the candidate sharing (e.g., Request by whom, what action is required etc.).
• Shared Items (required) - Choose items you want to share with others.
• Share Expires On (required) - Set an expiration date for shared items. The current date is preselected.

Click Save.

Alternate way to share a candidate

Another way to share a candidate is by hovering over the Personnel icon in the main sidebar and selecting the Candidates module. From the dashboard, open the candidate profile you wish to share. In the header, click the More button (⋯) to reveal a submenu of available actions, then select Share Candidate. 

From there, follow the same steps as outlined previously to choose users and grant access.