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Hireology provides the ability to transfer applicants and candidates to other open roles in your account. 

In this article we will cover: 

• Transferring Candidates to Other Jobs
• Choosing Which Candidate Details to Transfer

• Viewing and Downloading Applications from Previous Jobs

• Related Topics

Transferring Candidates to Other Jobs

To transfer a candidate to another job, click 'Jobs' in the left navigation, then click on the title of the job that the applicant or candidate currently exists in. Navigate to the hiring stage the candidate is in. You can select "transfer" from the drop-down menu

Or click on their name and select "Transfer Candidate" from the drop-down menu in the candidate drawer. 

With either experience, you will see the next step is to select a Location and Job you want the candidate to be transferred to. You can also include an optional note. 

You can transfer candidates in mass by selecting the "Select Multiple Candidates" option, choosing who should be transferred, and then selecting "Transfer" from the "Select Bulk Action" drop-down menu. 

Note: When applicants or candidates are transferred to other jobs, they will be opted in or out of SMS depending on how they opted for the job they are being transferred from.

You will see a confirmation that the transfer was successful. Click 'Ok, thanks' to close the pop-up. 

When applicants or candidates are transferred, they will be marked as inactive and move to the 'Declined' tab in the original job. If you are transferring someone who was previously declined, their Disposition Code will change to 'Transferred'.

You can view the original Disposition Code by clicking on the person's name, then clicking the 'Activity & Comments' tab. 
 

Choosing Which Applicant/Candidate Details to Transfer

This functionality gives you complete control over which applicant or candidate details are included in the transfer. You can choose to withhold information that may not be relevant to the new role or share everything on file, including: 

• Prescreen surveys
• Interview notes, scores, and comments
• Skill test results 
• Reference 

Viewing and Downloading Applications from Previous Jobs

You can view documents from the previous roles under "Documents" and the "Transferred Documents" header. 

When you transfer an applicant to other jobs, the application tied to the previous roles they applied to will be available to view in the Applications tab in the Candidate Drawer.

Related Topics

• Disposition Codes
• Candidate Communication - SMS (Text Messaging)