My Studios: New Candidate Management

The new candidate management widget displays all non-supplier candidates, regardless of owning recruiter, added to the system within the timeframe selected.

Filtering the New Candidate Management Widget

You may filter the New Candidate Management Widget three ways:

  • Click in one of the radio buttons to determine the length of time since the Candidate record was created. For example, if you want to see Candidate records created in the last 2 weeks, click the "less than or equal to 14" radio button.
  • If you want to filter by Source, use the droplist on the Source field to select the Source. If you do not want to filter by Source, make sure the field reads "-- None --".
  • If you want to filter by Branch, use the droplist on the Branch field to select the Branch. If you do not want to filter by Branch, make sure the field reads "-- All --".

The New Candidate Management Grid

The New Candidate Management grid displays (by default) the following information:

  • Candidate: The person who was added. You can click on the name to go directly to the Candidate record.
  • Input: The date the person was added.
  • Source: The source from which the person was added.
  • Job Category: The job category associated with the person.
  • Last Contacted Date: The last date that contact was made with this person.
  • Recruiter: The initials of the recruiter assigned to the person.

You can add or remove columns from the widget by clicking .

Actions

You can take the following actions on the New Candidate Management widget:

  • Select one record and click the Find Jobs icon to find a job that matches candidate information.
  • Select one record and click the Change Status and Availability icon to change Status and Availability information on the candidate record.
  • Select one or more records and click the Create Search Results icon to create search results for the records selected.

  • Select one or more records and click the Add New icon to add an onboarding item or package. You can also use this option to generate code.

    • Codes are used to allow existing Candidates to log onto the Compass Portal. Upon accessing the Compass Portal, the Candidate can select an option to indicate that they have a code. At this point, the Candidate can set up their username and password and log on normally the next time they access the Compass Portal.