Candidate Tab

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

1. Access the Customer portal and click on the Candidate link in the top navigation icons.
   
   
2. Select from the displayed order or search for the desired order by expanding the upper Search Options pane.
   
   
3. Click on the icon on the far left next to the desired order to view the candidates that have been matched to that order.
   
   
4. Select a candidate by clicking on their name. This will redirect you to the Candidate Detail screen.
   
   
   
   
5. Review general details about this candidate including any notes attached during the selection.
   
   
6. 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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