Candidate Engagement

Overview

This article covers the most frequently used ways to engage with candidates using the Shift Scheduler.

Requesting Preferences and Availability

To request preferences and availability as a mass action from a Candidate list or Find Matches:

1. Navigate to a Candidate list or the Find Matches slideout via the Scheduler.

2. Select the candidates you’d like to send the request to.

3. Click the blue [Number] Selected button.

4. Select Request Availability.

5. Click Send.

To request preferences and availability from a Candidate record:

1. Navigate to a Candidate record.

2. Click the Actions button.

3. Select Request Availability.

4. Click Send.

Offering a Shift

To offer a shift to a candidate(s) via the Scheduler calendar view:

1. Click on a Shift in the calendar to reveal the menu.

2. Select Make Offer.

3. Configure the recipients, email text, and select the Response Action.

4. Click Send to send the offer email.

To offer a shift to a candidate(s) via Find Matches:

1. Click on a Shift in the calendar to reveal the menu.

2. Select Find Matches.

3. Select the candidates you’d like to offer and click the blue [Number] Selected button.

4. Select Make Offer.

5. Configure the recipients, email text, and select the Response Action.

6. Click Send to send the offer email.

Sharing a Schedule

To share a schedule with a candidate:

1. Navigate to the Candidate View within the Scheduler.

2. Click on a Candidate in the left pane.

3. Select Share Schedule.

To share a schedule with multiple candidates:

1. Navigate to Find Matches.

2. Select a candidate(s) from the list.

3. Click on the blue [Number] Selected button.

4. Select Share Schedule.