Action Buttons for Candidate Search

Add to Call List

Use this button to add candidatesClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. to a new or existing call list. Here’s how:

  1. Select one or more candidates from the results list.
  2. Click the Add to Call List button.
  3. Choose either Use existing or Create new.
    • For Use existing, select an existing Call List from the lookup field.
    • For Create new, enter a new Call List Name and Type.
  4. Click Add.

Add to Longlist

(Available only for ATS v1) Use this button to add candidates to the longlist stage. After clicking the button, the user will be prompted to select a jobClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement., then click Save.

Add to Job

Use this button to create a new application record for the selected CandidateClosed A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider.(s). Users are asked to select a Job when using this button. The Job drop-down menu shows Recently Viewed jobsClosed A job (vacancy, position, role) is an opening for which a customer's client needs a placement. by default. Use the Change Filter option on the top right to choose from other Job List Views the user has access to.

Admin Note:

The following configuration is required for the Change Filter link to work:

  1. Switch to Classic View.
  2. Navigate to the TKClosed An abbreviation for Textkernel Search + Match tab.
  3. Copy the Host from the address bar.
  4. Navigate to Setup > Remote Site Settings.
  5. Create a new entry with the copied URL.
  6. Click Save.

Send Email

Use this button to send an email to the selected candidate(s). Users will be able to select an email template or enter a free-text message.

Save to Project

This button allows selected candidates to be saved to a Search and Match project for later use. See the Projects section for more details.

Compare Candidates

(This button is only available on the Result Tab view.) The Compare Candidates button allows users to easily compare multiple candidates from search results and highlights which portion(s) of the query each candidate has matched.

Select the desired candidates using the checkbox next to their name then click the button to bring up the comparison view. From within this tabular view the other action buttons are available at the bottom of the page. Candidate columns can be dragged-and-dropped to be reordered.

Some fields can have content that is too long to fit into their containers. Fields that have been shortened are indicated by an ellipsis. Hovering over the field will display the full, non-truncated content.

Match!

(This button is only available on the Expanded Detail View.) Clicking the Match! button will show the jobs in the Org the candidate is a suitable match for.

View CV

(This button is only available on the expanded detail view.) The View CV button opens a plain text version of the candidate’s resume.

Open Record

(This button is only available on the expanded detail view.) Clicking the Open Record button will bring the user to the candidate’s full contact record.