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Candidate LiveList™

Learn how to send candidates to clients using the LiveList™, understand what clients can see and do, and find answers to common questions.

Written by Jason Tu

The LiveList™ is a fully branded microsite that brings all candidate information and CVs into one centralised portal for your clients to review. Use it on a per-job basis or as a smart way to spec candidates to clients — giving them everything they need in one place, 24/7.


Set Up and Share Candidates via the LiveList™

Why Use the LiveList™?

The LiveList™ helps you stand out and win better business. Here is why recruiters use it:

  • Pitch for better business — use it to secure retainers, higher fees, or exclusivity agreements.

  • Improve client experience — easy to use, available 24/7, with one centralised dashboard per job.

  • Stay in control — you decide what your client sees and where your candidate data goes.

  • Differentiate your brand — make it a unique, premium service you offer to clients.

Configure Your LiveList™ Settings

Before sending candidates, you can choose which columns appear in the LiveList™.

  1. Go to Admin Settings, then click LiveList™ Settings.

  2. Select the columns you want to show or hide for your clients.

📌 Note: For full details on available column options and how to configure them, see LiveList™ configuration settings.


Send Candidates via the LiveList™

  1. Select the candidates you want to send by ticking their checkboxes in the candidate list.

  2. Click Actions, then click Send.

  3. In the pop-up, select the Job you want to send the candidates to, then choose whether to include attachments.

  4. The system will populate email template 2.5 – Send Candidate List. Edit the email body, add additional recipients, and select or attach documents as needed.

  5. Choose whether to show or hide candidate names and current employers, then click Send.

🤓 Tip: To attach multiple documents, click into the File Name column and add as many candidate documents as needed before sending.

📌 Note: You can edit email template 2.5 at any time by going to Settings, then clicking Email Templates.

Your client will receive an email with a View Candidates button. Clicking it takes them directly to the LiveList™ for that job, where all candidates are displayed in one place.


What Clients See and Can Do on the LiveList™

Actions Clients Can Perform

From the LiveList™, your clients can:

  • Initiate interviews — schedule interviews directly from the page.

  • Rate candidates — provide ratings for each candidate.

  • Message your recruiter — communicate with you through the LiveList™.

  • Reference candidates by ID — use the Candidate ID to accurately reference candidates when names are hidden.

  • View CVs and documents — access candidate CVs and any related files.

  • Forward the list internally — share the candidate list with other members of their team.

  • Reject candidates — mark candidates who are not a suitable fit.

  • Keep candidates in view (KIV) — flag candidates for future opportunities.


Filtering Options Available to Clients

Clients can filter candidates using the following criteria:

  • Stage — Rejected, CV Received, KIV, 1st Interview, 2nd+ Interview, Offer, Hired.

  • Rating — filter by candidate rating.

  • Received Date — filter by a date range.


Columns Clients Can See

All columns below can be shown or hidden from Admin Settings and the Job LiveList™ Settings:

Candidate ID:

  • Purpose: To easily identify and reference candidates.

  • Customization: You can show or hide the Candidate ID column (new setting in Admin Settings and Job LiveList™ settings).

  • Default Setting: The Candidate ID column is not toggled on by default.

  • Use Case: Especially useful in LiveList™/Floated LiveList™ where the candidate’s name is hidden or anonymous. The Candidate ID allows clients to reference candidates accurately when communicating with recruiters.

Candidate's Photo:

  • Purpose: Provides a visual identification of the candidate.

  • Customization: You can show or hide the Candidate Photo column (new setting in Admin Settings and Job LiveList™ settings).

Candidate Job Title:

  • Purpose: Displays the job title for easy reference.

  • Customization: You can show or hide the Candidate Job Title column (new setting in Admin Settings and Job LiveList™ settings).

Job Location:

  • Purpose: Shows the location of the job the candidate applied for.

  • Customization: You can show or hide the Job Location column (new setting in Admin Settings and Job LiveList™ settings).

Candidate's Current Company:

  • Purpose: Indicates the current employer of the candidate.

  • Customization: You can show or hide the Candidate's Current Company column (new setting in Admin Settings and Job LiveList™ settings).

Executive Brief:

  • Purpose: Provides a summarized overview of the candidate’s profile.

  • Customization: You can show or hide the Executive Brief column (new setting in Admin Settings and Job LiveList™ settings).

Received Date & Time:

  • Purpose: Shows when the candidate’s application or profile was received.

  • Customization: You can show or hide the Received Date & Time column (new setting in Admin Settings and Job LiveList™ settings).

Candidate Stage | Status:

  • Purpose: Displays the current stage and status of the candidate in the recruitment process.

  • Customization: You can show or hide the Candidate Stage | Status column (new setting in Admin Settings and Job LiveList™ settings).

Candidate Sub-status:

  • Purpose: Provides additional detail about the candidate's current status.

  • Customization: You can show or hide the Candidate Sub-status column (new setting in Admin Settings and Job LiveList™ settings).

Candidate’s Work History:

  • Purpose: Lists the candidate’s employment history.

  • Customization: You can show or hide the Candidate’s Work History column (new setting in Admin Settings and Job LiveList™ settings).

Candidate’s Education:

  • Purpose: Shows the educational background of the candidate.

  • Customization: You can show or hide the Candidate’s Education column (new setting in Admin Settings and Job LiveList™ settings).

Public Job Description:

  • Purpose: Displays the job description available to the public.

  • Customization: You can show or hide the Public Job Description column (new setting in Admin Settings and Job LiveList™ settings).

The LiveList™ is also responsive across multiple devices including mobile, tablet, or desktop.

Resumes also dynamically adapt and open in full screen for an optimized view.

📌 Note: The LiveList™ is fully responsive across mobile, tablet, and desktop. CVs open in full screen for an optimised viewing experience.


Spec Candidates for a Non-Active Job

If you want to send candidates for a job that is not currently active, you can float them to a contact instead.

  1. Select the candidates you want to spec, then click Actions.

  2. Click Float to Contact and follow the same steps as a standard LiveList™ send.

  3. To send to multiple contacts, click Float to Distribution List instead.

📌 Note: When a contact receives a floated LiveList™, they can only see their own email address and the candidates you sent. Once floated, you can view the LiveList™ directly from the contact's profile.

🤓 Tip: For full instructions on floating or speccing a candidate, see how to float a candidate to a contact.


Best Practices

  • Configure your LiveList™ column settings in advance so each send is consistent with your brand and the level of detail you want to share.

  • Use the Candidate ID column when sending anonymous lists so your client can reference candidates clearly when they reply.

  • Float candidates to a distribution list when multiple stakeholders need to review the same shortlist.

  • Review and update email template 2.5 regularly to keep your messaging professional and up to date.


FAQs

Q1: Why do rejected candidates still appear on the LiveList™?

  • Answer: Rejected candidates remain visible on the LiveList™ but display a rejected status. To remove a candidate entirely, you need to remove their application from the job.

Q2: Where does the LiveList™ button in the email come from?

  • Answer: The LiveList™ button is generated automatically by the system when you send a LiveList™ to a client. It is not added manually.

Q3: How do I find the Actions button when I am in the LiveList™ view?

  • Answer: Select a candidate on the LiveList™ page and the Actions button will appear in the top right corner of the screen. If it does not appear, check that the job has active applications at the Sent stage or later, as this is required for the button to display.

Q4: Where can I find the LiveList™ settings for floated candidates?

  • Answer: Open the contact profile where you floated the candidates. The LiveList™ settings are displayed in the top right corner of the contact profile page.

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