🧠Learning Outcomes:

At the end of this article, you'll be able to learn:

  1. How to share a single candidate to a colleague
  2. How to share multiple candidates to a colleague

📌Why is it important?

The share feature will allow the users to share a candidate profile to their colleagues with no access to the Talkpush CRM. In this way, everyone in the team can be involved in candidate screening even if they have no CRM access.

⚙️How to configure it?

I. Share a Single Candidate

Step 1: On the candidate profile, click the “share” button.

Step 2: Type in the destination email on the email bar, then press “enter.” The email should move to the “selected reviewers” section. (Pro Tip: You can search for a manager in the field.)

Step 3: Before confirming the action, check the details and answers which you want to share with the recipient, otherwise, leave the box unchecked.

Step 4: You can also choose to add a message along with the profile you’re sharing. For example, you could type here the reason why you’re sending along the candidate info.. (E.g. Sharing this candidate for Final Interview). Don’t forget to click on “share” to confirm your action.

II. Share Multiple Candidates

Step 1: In the candidate list, click on the circle before the folder dropdown.

Step 2: Select “share profile” on the right side of the screen

Step 3: Type in the destination email on the email bar, then press “enter”. The email should move to the “selected reviewers” section. (Pro Tip: You can search for a manager in the field.)

Step 4: Before confirming the action, check the details and answers which you want to share with the recipient, otherwise, uncheck all the boxes.

Step 5: There is also an option to add a message. You may type here the reason why the profile is being shared. (E.g. Hi there, sharing this candidate for Final Interviews), then click on “share” to confirm your action.

And that’s it! Simple as that. You may also watch the full video tutorial here 👇

💡Pro-tip:

Control which details to share with the reviewer by ticking/unticking the corresponding boxes.

📚Related Article/s:

Do you find this helpful? Leave us feedback! 📢

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📔 User Manual

🏠 Home

⏮️ How to Add Labels to Your Candidates
⏭️ Use Tokens to individualize messages

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