User Matching. Share a Candidate with a Client

Match applicants interested in a Placement Job with the Clients in need.

1. Go to the job in the Placement Job Section and click the "View Applicants" button.

2. Choose the candidate that you want to assign to the client and select Share with Client:

3. Use the pop up to share all pertinent information and select the Status of the match. 

In order to share the Client's profile with the Candidate, you'll need to change the status to "Under Consideration."  Once this status is selected, you will see a check box at the bottom of the pop-up labeled "Share Client Profile to Candidate."  When you're ready click Add.

4. An email pop up will appear, adjust and Send the Email to be sure the client sees they have been matched. 

Now It's Your Turn.  Try it out. 

Follow the steps above to familiarize yourself with the system and the process.