Overview
Updated 06/25/2021
The Candidate Summary page allows a Customer to view and accept or reject candidates that have been matched to a placed order.
Review and update Candidate status
- Access the Customer portal and click on the Candidate link in the top navigation icons.
- Select from the displayed order or search for the desired order by expanding the upper Search Options pane.
- Click on the icon on the far left next to the desired order to view the candidates that have been matched to that order.
- Select a candidate by clicking on their name. This will redirect you to the Candidate Detail screen.
- Review general details about this candidate including any notes attached during the selection.
- Select an action for this candidate:
- Post Message: Send the candidate a message
- Update: Finalize any Status changes
- Accept: Accept this candidate and change their status
- Reject: Reject this candidate and change their status
- After Approving or Rejecting a candidate a prompt to send a message about the decision will display.
- Return to the last screen by navigating Back using your browser or by clicking the Summary link in the left navigation panel.
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