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Let’s have a look at the actions Actions you use on the Candidate Card:
- Send the candidate a new email by clicking the Email icon here.
2. This displays the Create & Preview Email page.
3. You can select from the list of System Email Templates by clicking the Get Email Template button in the bottom right-hand corner.
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- Send the candidate an SMS (if configured in your system) by clicking
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- the SMS
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- icon here:
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- Add
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- a note
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- to the candidate’s Notes Log by clicking
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- the Note
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- icon here:
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5. This displays the following page:
6. If you make this note Global, it will be visible by all other users with access to the Candidate Card.
7. Once the note has been created, click the Save button in the bottom right-hand corner. This note will be stored in the candidate’s Notes Log.
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- You can package out the candidate’s application details by clicking the Package
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- icon here:
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- Schedule Ad-hoc Interview, Invite for Interview, Delete all active tickets: These features all relate to the Online Scheduler (please see the User Guide on the Scheduler for further information on how to use this feature).
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- Invite Late Application: Click this link to give any incomplete candidate extra days to complete & submit the application
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- form (this option will only appear for incomplete candidates).
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- Remove Late Application: Click this link to take away the late application invitation given to an incomplete candidate (this option will only appear for incomplete candidates).
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- Apply to another job: Click this link to copy the candidate details (application form & resume) and apply these details to another job.
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- New Merge Document: Click this link to view a list of the Merge Letter Templates you have uploaded into your system.
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- Withdraw Application: Click this link to withdraw the candidate on their behalf from a job. The candidate does have the ability to withdraw themselves via the candidate portal.
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- Delete Application: Click this link to delete a candidate from the job. Use this option with caution as this is irreversible and must only be used in extraordinary circumstances as it will affect your reporting and the talent warehouse.