Manage and engage with candidates easily using the full range of actions available in Vincere.
Whether working with a single candidate or managing multiple profiles at once, the candidate actions are grouped into clear categories to streamline your workflow.
Click on the links ⬇️ to skip to the section you're interested in:
⭕ Candidate Selection Options
When selecting candidates in Vincere, click the (...) menu in the top-right corner to access selection tools:
Deselect All – Unchecks all selected candidates.
Range Selection – Select a range of candidates from the list.
📝 Note: You can select up to 300 records at once, but email actions are limited to 100 recipients per send.
📂 Application Actions
View Applications – See all job applications linked to a candidate.
Add Application- This allows you to link candidates to jobs in the application stage.
Shortlist - You can shortlist a candidate to an active open job with an available headcount.
Send - You can move the candidate to the Sent stage for an active open job with an available headcount.
Move to next stage (Shortlisted) - This option will move the applications you selected to the shortlisted stage.
Place - You can immediately move the candidate to Placed stage for an active open job with available headcount (Not available for Bulk actions).
Please refer to this video for visual guidance for each function ⏬
🧑💼 Candidate Actions
Add comment - Adding a comment to the candidate record. (To link a comment to a contact, job, or company, the candidate should have an active application to a job linked to a company/contact) - Note: Can not add comments in bulk.
Add meeting - Adding a meeting to the candidate record. (To link a meeting to a contact, job, or company, the candidate should have an active application to a job linked to a company/contact).
Add task - Adding a task to the candidate record. (To link a task to a contact, job, or company, the candidate should have an active application to a job linked to a company/contact)
Email - Sending an email to the candidate
📝 Note: You must go to User Settings and connect your e-mail account before you can perform this action.
Share to Vinny Chat - Share the candidate to Vinny chat inside Vincere
Request Availability - Send an email with a link for the candidate to update their availability for jobs in a calendar
Request Consent - Request to keep the candidate's data in the system
Request Onboarding Check - Sending an email to remind the candidates to send their documents requirements.
Invite to Engagement Hub - Invite to Engagement Hub/ Vincere Engage candidate portal. (This is only available if you purchased Vincere Engage)
Float to Contacts - Send candidate to contacts
Float to distribution list - Send Candidate to a list of contacts (Distribution lists with more than 100 contacts will not appear on the list. You can only send 100 emails at a time)
⭕ Resume Formatting Options
📑 Format Resume
Build resumes using standard templates.
📑Format Resume with HireAra
Use HireAra’s advanced formatting tools to generate polished CVs.
Access Points:
To access/ use the Format Resume with HireAra, follow the steps below:
From Candidate Profile.
Click on Actions.
Click on Format Resume with HireAra.
From Candidate ATS Table View.
Select Candidates.
Click on Actions.
Then click on Format Resume with HireAra.
From Candidate Advanced Search.
Select Candidates.
Click Actions.
Then click on Format Resume with HireAra.
How It Works:
Select a candidate from any supported view.
Click "Format Resume with HireAra".
A dialog opens to customize and export the resume using HireAra.
🔒 Only visible if the HireAra integration is enabled from the Marketplace. Not available for bulk actions.
Follow the steps below if you don't see the option "Format Resume with HireAra", follow the steps below:
Send Document - Send a document file
Invite to Portals: Invite to Portal. (This is only available if you purchased Vincere Portal)
🔍 Search & Matching
Find Similar Candidates – Use a selected profile to find others with similar attributes.
Find Suitable Jobs – Quickly match a candidate with relevant job openings via advanced search.
Please refer to this video for visual guidance for each function ⏬
⭕ Updates & Record Management
Candidate Suitability - You can add or exclude companies and locations for the candidate. To learn more about this, refer to Candidate Suitability.
Add to Talent Pools - Add the selected candidate/s to new or existing Talent Pool.
Remove from Talent Pools - Remove the selected candidate/s to new or existing Talent Pool.
Add to hotlist - Mark the candidate/s as Hot and include them in the list. Refer to Maximizing Your Recruitment Efforts with Hotlists in Vincere.
Link to (Existing Contact) - Link a candidate to an existing contact profile of the same name and email. Refer to Link a Candidate to a Contact.
Link to (New Contact) - Link a candidate to a new contact. Refer to Link a Candidate to a Contact.
Update Status - Update candidate Status. You can create custom statuses by following the steps Custom Status Tag for Entities.
Merge Candidate - Merge candidate profiles. Mostly done with duplicate profiles of the same candidate using different emails. (Please note that this can no longer be reversed once done). Refer to Merging Candidates in Vincere.
Update Ownership - Change the ownership of the candidate record/s. If you would like to change this in bulk, you can find more information by clicking Bulk Update Record Ownership. If you do not have this option, you might need to check with your system administrator if they have applied this user permission to your login.
Update Email Permission - Change Email Permission if you like the candidate being 'Subscribed' or 'Unsubscribed'. For more details, refer to Email Permission/Subscription.
Archive - Add the candidate to the archive list for System administrators.
Add Tags - Add tags of Industries, Sub Industries, Functional Expertise, Sub Functional expertise, skills, and candidate keywords.
🔗 FastTrack360 Integration
Send to FastTrack360 - All data of Candidate will be send to your FastTrack360 account automatically.
Audit Log - You can view the audit log for a record sent to FastTrack360 (FT360) in Vincere. This Audit log shows the sync status details of the record you selected. Refer to Audit Log for FastTrack360 for more information.
⭕ Action Availability by Candidate Volume
Single Candidate Actions
For the candidate actions, here is video of the actions that are now available when logging an action against a single candidate:
Multiple Candidate Actions
Most actions are supported and grouped by type for easy access.
Some actions (e.g., “Place,” “Format Resume with HireAra,” or comments) are restricted to individual candidates only.
Happy Recruiting! #TheVincereWay 🤩