Who can do this: everyone with the Client Portal in their plan. Members can rename and duplicate lists they own or are assigned to.
Product: Client Portal
Where: Job submission lists → Create new list
Create one job submission list per open job. You can rename it, find it again in the list panel, or copy it as a starting point for a similar job.
Create a list
Click Job submission lists in the left menu.
Click Create new list.
Under Enter a list name, enter a name your client will recognize, for example the job title and location.
Under Branding, choose the look clients see: logo, colors and brand name.
Under Candidate appearance, choose which fields of each profile clients see.
Under List owner, choose the person clients see as their contact.
Optional: under Assign colleagues (optional), select the colleagues who work on the list and get its notifications.
Click Create list.
The Create new list form
The info box reminds you that a job submission list is for one client company.
The list opens as Draft. There's no client field: the client's company shows under the list name once you share the list.
Create a list from a Bullhorn job
If your Bullhorn jobs have the Candidately tab, open the job in Bullhorn and click the CLIENT PORTAL tab. With no list yet, it offers Create new Job Submission List, with the name filled in as "Job ID | Job title". The new list is connected to the job. See Create a list from a Bullhorn job and import candidates automatically.
Rename a list
Open the list.
Click Edit next to the list name.
Enter the new name and click Save.
Your clients see the new name the next time they open the list.
Find a list
The list panel opens next to the menu when you click Job submission lists.
Search by list name.
Switch the tabs to sort by Name, Client or Status. Status groups your lists into Active, Draft and so on.
Archived lists aren't in the panel. Click Archived lists at the bottom to find them.
The list panel
Search by name, or switch tabs to sort your lists by Name, Client or Status.
Duplicate a list
Open the list.
Click More → Duplicate list.
You can duplicate lists with up to 100 candidates. The copy is called "Copy: " plus the list name, starts as Draft, and you're its list owner. It keeps the list's settings, branding, stages and assignees. Candidates are copied as Draft. Clients, messages and the Bullhorn job connection aren't copied. Automations are copied but turned off.
Good to know
You can change branding, candidate appearance and list owner later in List configuration. See Settings you can change on one list.
Members see only the lists they own or are assigned to in the panel. See Who can do what in the Client Portal.
Pro tip: Starting a similar job? Duplicate the list. It keeps the settings, branding, stages and assignees, and the candidates come across as Draft, so your client sees nothing until you set them active.
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