Who it's for: anyone working on job submission lists.
Product: Client Portal
Where: Open a list from Job submission lists
Where to find a candidate on a job submission list, and what each part of the candidate card tells you.
Find a candidate
Status filters above the list: All, Active, Draft, Ready, Inactive, AE Rejected, each with a count.
Search: enter job titles, skills, names or other keywords.
Filter and sort buttons next to the search bar.
Stage column on the left: click a stage (for example To review or Interview) to jump to the candidates in it. Each stage shows how many candidates it has.
Finding a candidate
Status filters and search sit at the top, the stage column on the left.
What does each part of the candidate card do?
A candidate card
The card shows the status, stage, Edit and Open in Bullhorn, with views and messages in the footer.
Part | What it does |
Status button (for example Active) | Change the status, for example to Inactive or back to Draft (Ready only with the split-desk workflow) |
Stage button (for example To review) | Move the candidate to another stage |
Edit | Edit the profile |
Three dots | VMS Submission (if turned on for your company), Add candidate avatar, Replace candidate's CV/Resume, Remove CV/Resume, Duplicate candidate to another list, Delete candidate |
Open in Bullhorn | Opens the candidate in Bullhorn (only for candidates from Bullhorn) |
Eye icon | Preview the candidate as your client sees them |
Footer | "Viewed n times", "You have n messages", who added the candidate and the Bullhorn ID, and the last message |
A red badge on the card means there are unread messages from your client. The Messages tab and the sidebar show the same count.
Open a candidate
Click the candidate to open the full view. There you have:
the tabs Activity, Candidate profile and CV / Resume
Edit, Export and More at the top
Messenger and Contact on the right, to talk to your client about this candidate
arrows to go to the previous or next candidate
Pro tip: In the candidate view, use the arrows to go through the candidates one by one without going back to the list.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.