Click on the link ⏬ to skip to the section you're interested in:
Shortlisting candidates (click HERE)
What happens when a candidate Accepts or Rejects an offer (click HERE)
1. Shortlisted to Sent
There are two ways you can move the candidates to the Sent stage:
Moving the candidate(s) to the Sent stage by sending your client the LiveList™ (i.e move candidate AND send email to client)
Moving the candidate to the Sent stage (i.e ONLY moves the candidate to Sent stage without actually sending an email to the client)
So basically, ask yourself this: Do I need to send a LiveList™?
Moving candidate(s) from Shortlisted to Sent Using LiveList™
Select the candidate using the checkbox. You'll see the Actions list appear automatically on the right. Click on 'Send'. By taking this action, you are sending candidates to your client via the LiveList™.
The great thing about LiveList™ is that you can send candidates in bulk over to your clients. All your best candidates in one place for your clients.
Check out our article on LiveList™ HERE to learn more.
2. Moving candidate from Shortlisted to Sent
Select the candidate and click Send - no email will be sent to the client.
Note: This action can only be done one candidate at a time. At the moment, you will not be able to move multiple candidates at once to Sent.
2. Sent to 1st Interview
At this point, you should decide if you want to:
Simply move the candidate to 1st Interview stage OR
Move the candidate and send interview schedule (via email)
Ask yourself this: Do I need to send the interview schedule?
A. With interview schedule - send an email to the client and candidate
B. With interview schedule - without sending an email to the client or the candidate:
C. Without an interview schedule
Once you’ve chosen the right candidate, just select the checkbox next to it and a pop-out will appear prompting you to take an action > Click 1st Interview
3. 1st interview to 2nd+ interview
If an interview schedule has been sent, you'll first need to mark the interview as complete before moving it to the next stage.
Note: At this stage, you can also Reschedule or Cancel the interview:
Select Complete Interview and then go to the “Move to next stage” drop down and select the 2nd+ interview to move to the 2nd interview stage.
What If there are more than 2 interviews in your process?
Actions will allow you to send out interview information to the pending candidate without moving the candidate to the offer stage.
Once you've done that, you can use the Sub-Status to keep track of the interview round.
To set up a sub-statuses for 3rd and 4th interviews, you can follow our help article on HERE
4. 2nd+ interview to Offer
We're getting closer to making that placement... ready to make an offer?
Just like with the first interview you need to ensure that the interview is completed before being able to move them to offer.
Select Complete Interview and then go to the “Move to next stage” drop down and select the Offers to move to the Offers stage.
NOTE: If an offer approval is required you will see the following action:
Select 'Request Approval from <USER> and you'll be notified once the approval has been approved.
Or, if you need to speed things up, use VinnyChat to give your approver a ping and get the offer approved quickly. 😉
5. Offer to Placed
Yess...we're only one click away from $$$.
If you've moved the candidates through the stages, I'm sure you're familiar with what to do by now...
Select the candidate and go to the “Move to next stage” dropdown and select Placed
🔥 PRO TIP: You can now see all the ID numbers related to the placement, meaning it is clearer than ever to know exactly what is going on inside your placements
You can now see:
This is ideal for being able to easily know which applications, placements, candidates, and jobs are linked together.
PLACEMENT DONE. 👍
Fun fact: Did you know that you're using the only recruitment CRM on the market that shows you 'What's next'. Vincere gets rid of all clutter & noise by showing you the next relevant action you can take so you're always one step closer to making that placement.