Once a candidate is shortlisted for a job, the subsequent step for a recruiter is often to send the CV to the hiring manager. Recruitly streamlines this process, allowing you to manage it through the ATS Pipeline and track it via the Candidate Share Pipeline.
How to share CVs for a Job
To share CVs for a job in Recruitly, follow these steps:
1. Go to the ATS Pipeline by visiting https://secure.recruitly.io/job/pipeline/global and move the shortlisted candidate to the 'CV sent' status.
2. A pop-up will appear, allowing you to configure the share. In this pop-up:
Toggle on the fields you want visible to the person you are sharing the candidate's profile with.
Select the documents you wish to share.
Choose whether to share via a link or a document.
If sharing via link, you can provide an expiration date for the documents.
Click on the box to enable Merge Tags.
Click on "Save and Share."
3. All shared CVs for a job will be accessible in the Candidate Share module when the filter ‘CV Share for Job’ is applied. You can access this module at
Enabling Automated Prompts
1. Go into System Configuration → ATS Pipeline:
2. Map the Pipeline Configuration to the relevant CV Sent sub-status.
If you wish to turn off the Opening CV Share dialogue when the card is moved just click on the ( X ) icon
How to track the CVs shared for a Job
To trace all CVs shared for a job through the ATS pipeline visit the Candidate Share Module, and follow the steps below to map sub-statuses of the ATS Pipeline to stages in the Candidate Share Module.
Access the Candidate Share module at https://secure.recruitly.io/candidateshare.
Apply the filter ‘CV Share for Job’ in the Candidate Share module.
The cards for CV shares will automatically move across the Pipeline as your client performs actions such as opening, requesting information, requesting an interview, rejecting, or if the CV share expires.
Enabling Automated Pipeline Status Updates
Activate automated pipeline status updates by navigating to System Configuration → ATS Pipeline:
Map CV Share Configuration to the corresponding sub-statuses in your ATS pipelines.