Sharing CVs with clients is a widely adopted practice that aims to streamline the hiring process by presenting CVs of potential candidates to clients. Recruiters can choose specific details they wish to share, granting clients access to candidate information for a defined period.
This collaborative approach enables clients to effortlessly review candidates and take actions such as requesting interviews, seeking additional information, or expressing interest in or rejecting candidates.
To share CVs for a specific candidate, follow these steps:
1. Navigate to the "Candidates" section within the "Recruiting" module
2. Select a "Candidate" of your choice to open up the candidate's card
3. Click on "Submit CV" and choose "Share CV for Job"
4. A detailed card will open, allowing configuration of the following fields:
Job: Choose the job for which the CV is being shared.
Candidates: This field will be automatically filled as you have already chosen the candidate you wish to share. Multiple candidates can be added from here.
Visible Sections: Select the fields you want to display to the contact. For example, if you only want to show Candidate Name and Overview, check those boxes, other fields will not be visible to the contact.
Documents: Choose Original CV, Branded CV, and Other Documents.
Share Name: Provide a custom name for the share.
Expiry Days: Select the duration you want the contact to have access to the record.
Share: Enter contact name/reference (multiple contacts can be selected), activity type, and default email template can be edited from here as required (To refrain from sending emails every time you share candidates, you can check the "Skip Sending Email" button)
Click on the "Save" button to save the settings.
On the following page, you can view the files that you've added to be shared and you can then view the share by clicking on the "Share link"
Default configurations for CV sharing, such as fields and email templates, can be set up in the Candidate Share Settings
When utilising Bulk actions, follow these steps:
Refer to the Help article on How to Perform Bulk Actions? for guidance.
Select the “Share CV” option while using Bulk actions to share candidates.
A dialog box will appear, prompting you to choose from options such as Speculative Share, CV Share for Job, and Internal Submission.
Choose "CV Share for Job," and a detailed card will open, where fields can be configured as mentioned above.
Click on the "Save" button to share the selected candidates.
