Who it's for: anyone who adds candidates to marketing lists.
Each candidate on a list has a status. Only Active candidates are visible to clients.
Status | Clients see it | Use it when |
Draft | No | You've added the candidate and want to check the profile first |
Ready | No | A colleague has checked the profile and it's waiting for approval (only with the review step turned on) |
Active | Yes | The candidate is ready to be marketed |
Inactive | No | The candidate is placed or no longer available. Requests and messages are kept |
AE Rejected | No | A reviewer turned the profile down (only with the review step turned on) |
The filter buttons above the list (All, Active, Draft, Ready, Inactive, AE Rejected) show how many candidates are in each status.
Make a Draft candidate active
Click Review & Update on the candidate.
Check the profile and change what's needed.
Click Set active. Or click Mark as ready if a colleague should approve it first.
Change an active candidate's status
Click the green Active button on the candidate and choose Inactive, Set back to "Ready" or Set back to "Draft".
Choose how new candidates arrive
In List configuration > General, under Candidate upload status:
Draft (need to be activated): new candidates stay hidden until you set them active.
Active (immediately visible to clients): new candidates go live straight away.
Good to know
Setting a candidate inactive is the safe way to take them off a list. Deleting removes their requests and messages for good.
The review step (Ready and AE Rejected) is a company setting. An Owner or Admin can turn it on under Settings > General settings.