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CV Share via Jobs Pipeline
CV Share via Jobs Pipeline

Sharing candidate's CV's via the ATS/Job pipeline.

Updated over a month ago

Once a candidate is sourced 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 Jobs Pipeline and track it via the Candidate Share Pipeline.

Steps to share CVs for a Job:

  1. Go to the ATS/Jobs Pipeline by selecting the "Job Pipeline" under the Recruiting module


    Or, you can click this button to be redirected to the pipeline:

  2. Move the sourced candidate to the 'CV sent' status. You can drag and drop the candidate to the CV Share status


  3. If automatic prompts are enabled a pop-up will appear, allowing you to configure the share including the below:

    1. Toggle on the fields you want visible to the person you are sharing the candidate's profile with


    2. Select the documents you wish to share and choose whether to share the documents as attachments on the email

    3. Select after how many days you want the link to expire, Once the share expires, the recipients cannot view the online profiles

    4. Confirm the contact name and once the email template is reviewed

    5. Click on "Save" to Share the Candidates

All shared CVs can be tracked in the Candidate Share module by clicking below:

Enabling Automated Prompts


​Refer to Enabling Automated Prompts for Job Pipeline guide for more information.


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