How to Share Candidate Profiles

Sharing a Candidate Profile externally and internally using Talkpush

Perry Santiago avatar
Written by Perry Santiago
Updated over a week ago

Handling high-volume recruitment can be time-consuming. Talkpush simplifies this by allowing you to easily share Candidate Profiles with your team and external sources via email and WhatsApp. This collaborative approach helps you gather insights and make informed decisions about whether to reject or shortlist candidates.

Share Candidate Profiles to guests via Email

1. On the Leads Tab, go to the candidate profile then beside Actions click the share button then click Guests via Email

2. Enter up to 8 email addresses separated by a comma.

3. Next, Select information to share on the drop down list.

4. You can leave a message of up to 200 characters in the Message section.

5. You also have the option to allow guests to move the candidate to the shortlisted or rejected folder directly from their view.

6. Once done, click Share.

Once the guest has reviewed the Candidate Profile, you will receive an email update. This email will take you back to Talkpush to check out the guest's review directly on the Candidate Profile.

Share Candidate Profiles to guests via WhatsApp

You can share candidate profiles to guests via WhatsApp. Just reach out to your account manager to activate this feature for you.

Please note that you can only share candidate profiles to guests listed in the Company settings.


How to Add Guests

1. On the Company Settings go to Team > Guests.

2. Click New Guest to create a new guest profile.

3. Add the Name, Role, Email, and WhatsApp mobile number of the guest. Then hit Save.

Once the Guest list is complete you can now start sharing candidate profiles to guests via WhatsApp. Remember that we have no limit for guest profiles; you can create as many as you want.

1. On the Leads Tab, go to the candidate profile then beside Actions click the share button then click Guests via WhatsApp.

2. Select guests from the drop down list.

3. Next, Select information to share on the drop down list.

4. Toggle On and Off to allow guests to move the candidate to the shortlisted or rejected folder

5. Once done, click Share.

Note: If the telephone number of the guest is being used by a candidate within Talkpush the profiles shared will not be received.

Guest Experience

Depending on where the profile is shared, the guest reviewer will receive a link to access to the Profile and a one-time passcode to check it. Additionally, if the share profile was sent via email it will include an exclusive link to view all the Candidate Profiles shared with them and are currently active.


Once accessing the Candidate Profile, the guest will see their options to:

  • Add up to 10 labels.

  • Select if they think the Candidate must proceed and add their reasons.

  • Select if they believe the Candidate must be rejected and add their reasons.

  • Add a comment of up to 500 characters.

  • Add an attachment of up to 2MB (Formats: JPG, PNG, GIF, TXT, DOC, PDF, Excel). Guests can also map attachments to a specific document type existing in the company. Make sure to set up a specific document type for your guests to map their attachments to.

The guests will be able to edit their choices even after submitting them.

Share Candidate Profiles with your team

1. On the Leads Tab, go to the candidate profile then beside Actions click the share button then click Your Team.

2. Select Users from the drop down list.

3. You can leave a message for your team members in the Message section. Once done, click Share.

If someone on the team got a review of a candidate, they can look at it in their Account Settings. They just need to click on their username and choose Shared with Me.

The team member can process the shared Application as if it was their own and leave Comments for the assigned recruiter to review.

FAQs

1. How many applications can I share with a guest?

You can share multiple applications to a guest via email with the bulk action.

2. How long can a Candidate Profile be available for guests before it expires?

You can determine the expiration period for a Candidate Profile. Users with access to Company Settings can set the expiration duration under Communication Settings > Share Profile Rules.

3. What happens when a reviewer tries to access an expired profile link?

When a reviewer attempts to review an expired profile link, they can request access by clicking the Request Access button. This action triggers an email notification to the recruiter who initially shared the profile. Once the recruiter grants access, the reviewer will receive a new link via email, allowing them to review the candidate's application again.

4. Can I revoke access to a Shared Candidate Profile?

Yes, you can revoke access to a Shared Candidate Profile, preventing the guest from further accessing or reviewing the application. When access is revoked, comments on the profile will be deleted, but labels and reasons (such as shortlisting or rejecting) will still be visible to the recruiter.

5. Will the candidate's status change if I revoke access after the guest has taken action?

No, if a guest has already taken action on the candidate's profile and you subsequently revoke their access, the candidate's status will not be altered. The actions taken by the guest will remain in place.

6. What happens if a guest attempts to log in to a revoked Candidate Profile?

If a guest tries to access a revoked Candidate Profile, they will encounter an error message, specifically, an "Error 404" on the website, indicating that the page is no longer available.


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