You want it, you got it!
We are thrilled to release a feature that will allow you to move candidates from one campaign to another.
Why it's important?
Let's say a candidate applied to a role but was rejected and you feel like he’d be a better fit for another position. - The “move candidate” feature will help you invite them to apply to that new role. This way recruiters can leverage every lead, capitalizing on possible missed opportunities.
Here’s how it works:
Candidates can be moved in 2 different ways - single and mass movement.
I. SINGLE MOVEMENT
Step 1: Select the candidate and click on the "move candidate" button on top of
the conversation box.
Step 2: A pop-up will prompt you to select the campaign and folder that you wish
to move the candidate to.
Step 3: Once you have selected the Campaign + the folder (which stage of the
interview process) you want the candidate to be in - click on "Move" button
and the candidate will be moved to that folder and
II. MASS MOVEMENT
Step 1: Go to a specific campaign
Step 2: Mass select or select multiple candidates by clicking on the circle beside
the folder drop-down or click on the candidate's photo
Step 3: On the left side of the CRM, tap on "move candidates" button
Step 4: A popup will prompt you to select a campaign and folder that you wish to
move the candidate to.
Step 5: Once you have selected the Campaign + the folder (which stage of the
interview process) you want the candidate to be in - click on "Move"
button and the candidate will be moved to the selected folder and
💡 You can opt to re-assign the candidates to a different recruiter when moving them to another campaign.
💡You can also trigger the message template set up in the destination folder when moving the candidates to Inbox, Completed, Shortlisted and Rejected folder.
📌Some important notes to keep in mind:
Moving candidates from Unassigned campaign to a job campaign
Candidate will be totally moved to its destination campaign. The old application will be deleted.
Moving candidates from any folder to Inbox
When moving candidates to the inbox folder of another campaign a new application will be created for the candidate in order for the candidate to participate in the interview associated with the destination campaign. The old application will remain where it currently is.
Moving candidates from Inbox to any folder
Candidates will be removed from the inbox and will appear in the selected folder of the destination campaign.
Moving candidates from Inbox to Unassigned campaign
Candidates can be moved from any campaign to Unassigned campaign. Candidate stays in the current campaign while having a record in Unassigned campaign
Moving candidates from Inbox to Unassigned campaign back to Inbox
There can be duplicate candidates in the same campaign, same folder, if the recruiter moves candidate from Campaign Inbox -> Unassigned -> Campaign Inbox
Candidate movement history can be seen on the chat activity logs
Candidate profile information aggregation
If a candidate was moved to another campaign, or the candidate applied to multiple campaigns, only the “Other Information” will be merged across the applications. Only questions with candidate attributes will be synced across campaigns in the profile
Maximize your leads now through this move candidate feature.
Do you find this helpful? Leave us a feedback! 📢