Matches - How to share a candidate profile with a client

1. Within a Client Profile, navigate to the Matches section within the Admin tab.

2. Select Add Candidate

3. Within the pop-up, select the Candidate you wish to match from the dropdown on the left and the status you wish to place them in from the dropdown on the right.   

4. Scroll down within the pop-up and you will see the option to jot down internal notes, these can be used for planning or reminders.  A section to share notes directly with the client about this candidate, or an option to record a video for the client to discuss why you think this candidate would be a good fit.   When ready, click Add.

5. The candidate will now show within the Assigned Candidates section of Matches.   Within this screen you can also hide the profile from the client should they indicate they're no longer Interested, update the status of the Match, and (if needed) also download a PDF version of the Candidate profile. 

6.  In the event the a Candidate is placed with this Client, there are Advanced Options within the match (located at the bottom of the pop-up window) where you can record the Candidate's start/end date, number of days of guarantee, and also customize what profile sections the Client/Candidate should be able to view.

The video below uses a former Enginehire interface but still contains helpful explanation: