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How To: Configure Candidate-Centric Workflow

Our Candidate-Centric Workflow feature allows you to configure Crelate to support an additional workflow type.  This workflow is focused on a particular candidate, and permits putting companies and hiring managers on the workflow (instead of candidates on a particular job).  This is synonymous with "shopping the candidate around", and offers greater flexibility in how you use Crelate on a day-to-day basis.  The steps below describe how to configure the Candidate-Centric workflow.

Enabling Candidate-Centric Workflow

To configure your Crelate for Candidate-Centric workflow, navigate to Settings>Workflows>Employment Search Workflows and toggle the option to On, and click Save at the top.

 

 

Configuring Board Stages

You can configure unique stages for your new workflow.  These stages can be different from the stages that you use for the Job Board workflow. To configure stages for the Employment Search workflow, navigate to Settings > Recruiting Workflows and click on Configure Employment Search Board Stages.

The configuring of the stages is the same process for configuring stages for the Job Board workflow.  You can review those steps here:  How to: Customize the Search Board

Creating a New Employment Search

The process of using the Contact Centric workflow is a little different from the standard Job Search.  Rather than create a new job to put candidates on, you will create a new "Employment Search" from the Candidate record.

To create a new Employment Search, open the candidate that you want to do an employment search for and select the This Contact menu.  From there, you'll select Start New Employment Search

 

When the New Employment Search dialog appears, name your search (example, July 2015) and Click OK.

You'll be taken to your new Employment Search board for your Candidate.

 

Adding Companies and Hiring Managers to an Employment Search

You can add Companies and Hiring Managers to your Search from the Search Screen or from the company or contact record.  To add a search from a record, click on Add to choose "Select Employment Search" and choose the search you want to add them to.

Once they have been added, you will see them on the Employment Search screen.

Returning to your Employment Search

You can return to your Employment Search by viewing it on the Home page, along side your other Job Searches, or from the candidate themselves.  To view from the Candidate record, you can double-click on the name of the Employment Search, or you can click on "Go to Contact Dashboard" at the top of the screen.

 

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