All about Candidate Actions in Vincere đ€©
When Selecting Candidate/s inside Vincere, you will see a set of actions available to you.
Let's take a closer look right below together!
CANDIDATE SELECTION
When you click on the (...) button in the top right corner:
Deselect All - Deselects all ticked/selected candidates
Range Selection - This allows you to select candidates from the list.
Note: You can select up to 300 records at once, but the default limit for sending emails is 100 users at a time.
APPLICATION ACTIONS
View Applications - You can see all the applications of 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 âŹ
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 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)
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)
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)
Format Resume - Build a resume using a template
Send Document - Send a document file
Invite to Portals: Invite to Portal. (This is only available if you purchased Vincere Portal)
SEARCH
Find Similar Candidates - You can specify search criteria similar to the selected candidate
Find Suitable Jobs -Will route you to a page showing the job advanced search
Please refer to this video for visual guidance for each function âŹ
UPDATES
Candidate Suitability - You can add or exclude companies and locations for the candidate. To learn more about this, click here
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. You can learn more about Hot Lists here
Link to (Existing Contact) - Link a candidate to an existing contact profile of the same name and email. You can learn more about it here
Link to (New Contact) - Link a candidate to a new contact. You can learn more about it here
Update Status - Update candidate Status. You can create custom statuses by following the steps here
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.) You can learn more about it here
Update Ownership - Change the ownership of the candidate record/s. If you would like to change this in bulk, you can find more information here. If you do not have this option, you might need to check with your system administrator if they applied this user permission to your login.
Update Email Permission - Change Email Permission if you like the candidate being 'Subscribed' or 'Unsubscribed'
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
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. Click here for more information.
Single Candidate Actions:
For the candidate actions, here is a screenshot of the actions that are now available when logging an action against a single candidate:
As you can see, the actions list has now been segmented into groups (Candidate Selection, Application Actions, Candidate Actions, Search & Updates) making it easier to identify which particular action type you want to make.
đ You can also âview candidate applicationsâ and âadd to hotlistâ from here too.
The âView Candidate Applicationsâ pops out and gives you a quick overview of the roles where the candidate has been shortlisted and then completes an action accordingly.
Multiple Candidate Actions:
Here, we can see the actions available when selecting a group of candidates.
The actions are again grouped to improve navigation and ease of use.
Happy Recruiting! #TheVincereWay đ€©
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