Is there a way to move candidates into another job in my account?

There are three ways to add a candidate to the active pool for another open job in your account. 

1. From the within the job itself... choose the job you would like to add the candidate to then can click "Add Existing Candidate/Applicant" and type in the candidates name. Click their name, and they will be instantly added. Please note: this method will not transfer a complete Prescreen survey, any interviews, or Selection Tools.

2. From the Candidates tab... (this method is best if you are looking to mass transfer candidates to a new job) locate your candidate using the 'Candidate' search function from the navigation bar at the top of the page. Click the checkbox next to your candidate(s) name then click the 'Add to Job' button directly under the search bar. Scroll through the list until you find the job you would like to move your candidate(s) to then click the job title itself. They will be instantly added. Please note: this method will not transfer a complete Prescreen survey, any interviews, or Selection Tools.

3. Using Candidate Transfer... move a candidate and all of their associated interviews, Prescreen survey, and/or Selection Tools. Locate your candidate using the 'Candidate' search function from the navigation bar at the top of the page. From the Overview page, click on the job title from the menu to the right hand side of the page.

Now on the Report Card page, click the 'Share' button then select 'Transfer' from the dropdown menu.

Choose the location and the job you'd like to move your candidate to from the dropdown menus as well as the boxes to all of the completed pieces of information you'd like to transfer with the candidate's record then click the 'Transfer' button.

Please note: the candidate will be instantly moved to inactive in the current job and 'Candidates' for the new job you transferred them to.



Last Updated:  2/7/2020




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