A great way of managing candidates is to put them in separate folders depending on the status of their application. Talkpush has Default and Custom folders that allow you to keep track of the candidate’s progress. The Move Candidate feature will help you manage your candidates' progress, moving them across folders and campaigns based on the results of each hiring step.
Watch Matthew guide you through Moving Candidates across Folders and Campaigns:
Single Movement
Moving a candidate from one folder to another inside the same campaign.
1. On the candidate’s profile click on the action buttons depending on where you want to move the candidate to. These buttons will automatically move a candidate to your desired folder.
Moving a candidate to another folder in a different campaign.
Select the candidate and click on Move Candidate at the top of the conversation box.
A pop-up will prompt you to select from the drop-down list the Campaign and Folder that you wish to move the candidate to.
To confirm the action click on Move.
Bulk Movement
On the Leads Tab, select and filter the candidates you want to move.
Select multiple candidates or all candidates to activate the Bulk Action options.
Then, select Move Candidate to choose the specific campaign and the folder you want to move the candidates to.
Click Continue to complete the action.
💡Pro-tips:
Track the movement of each application through the Chat History.
Re-assign the candidates to a different recruiter when moving them to another campaign, if needed.
Send a templated message when moving candidates to the Inbox, Completed, Shortlisted, and Rejected folders.
When a candidate moves to Inbox:An invitation message will be sent to answer the question set up in the campaign. Once done with the questions, the candidate will be moved to Completed.
When a candidate moves to Completed, Shortlisted, or Rejected:
A message template can be set up to send to the candidates when they moved to these folders.
When a candidate from Rejected is moved to Hired or other folders the same Application ID will be moved and the system will not create a new application.
📍Important Reminder: Duplicate Warning
This error message pops up when the destination campaign does not allow duplicates. In cases like;
You are trying to move an application to a campaign with duplicate management settings turned on.
The application you are trying to move is a duplicate of an existing application inside the destination campaign
You have the option to delete the candidate's record in the previous campaign when they move on to the next one; however, records of the candidate like; specific interview answers and attributes from that application will be lost too.
On the other hand, choosing to keep the application will cause you to have multiple applications from the same candidate, but allow you to see data from each application.
This can all be configured while setting up your campaigns.
To read more about duplicate management, you can refer to this article:
Q: How long do movements across Campaigns and Folders take? A: The actions should reflect immediately upon refresh. |
