For our ATS customers, we're introducing our new and improved Candidates tab, designed to streamline your processes and shorten loading times. Let's take a look at what's changed:
Your new Candidates page now includes 4 columns:
Candidate Name
Select this to view the candidate's full profile
Candidate Email
Candidate Phone Number
Candidate Law School
From this new page you will be able to search for candidates using their name or email address, merge candidate profiles, and have access to ALL of the same export options you previously had available:
Check out this article for a deep dive into your export options.
Additionally, you'll still be able to filter by the following information:
Job Information
Position Status
Process Year
Hiring Lead(s)
Department(s)
Office(s)
Positon Type(s)
Candidate Jobs
Candidate Job
Job Application Date
Candidate Job Status
Candidate Application Source
Events and Interviews
Candidate Events
Candidate Event Date
Candidate Event Interviewers
Candidate Interview Date
Candidate Event Status
Candidate Event Registration Date
Candidate Filters
Law School
This update will also effect the "Export Table" export option. Our new Candidates page no longer has column management functionality and thus, you are no longer able to customize what is in the export table export. The export will now include candidate name, email, phone number, and law school.
Additionally, there are a few filters you may notice that are no longer on the Candidates page. These include:
Last Activity Date
Internal Fields
Application Questions
Agency Information
Documents
But not to worry! You can access these from the Reporting tab of the account and navigating to Candidate Filters.
You may also notice that on your new candidates page, you can no longer search for and select multiple candidates at a time. Searching for one more candidate after already selecting one will deselect the previously selected candidate as shown in the following clip:
If you need to search for and select candidates separately, as opposed to using filters, you can still do so from your Reporting tab.
Lastly, you can now create candidates directly from the candidate list page without that candidate being part of a job, interview or event!
To start, you will visit the Candidates Page and click the + New Candidate button.
This will present a modal allowing you to create a candidate with as much or as little information as is available. The only fields that are required to create a candidate are First Name and Last Name. Email is no longer required.
As part of creating a candidate, you can capture information about them in the form of qualifying questions. One or more questions can be selected from the organization's list and answers provided on behalf of the candidate.
You can also add notes about the candidate during the creation process.
Once the ‘Create Candidate’ button is selected, the record is created and you have the option to view the candidate profile or create a new candidate record.
The Candidate Profile
When viewing the candidate profile, you will see that the information entered about the candidate is visible on the side panel. If you'd like to edit the candidate information, you can access the ‘Edit’ page from the 3 dot menu.
To the right of the side panel, you will have multiple tabs you can click through. The Jobs, Events and Interviews tabs will list out any of those details in which the candidate has signed up for or applied to.
Any notes that were added when the candidate record was created will be visible from the Admin Notes tab within that candidates profile.
The Documents tab will provide access to any documents that the candidate has uploaded to any of their events or applications.
Lastly, a Communications tab has been added to the candidate profile that will house all communications that were sent from the system as well as any communications sent outside of Flo but that were logged by the admin.
Note: These emails will not be retroactive.
Logging non-system generated communications
To log a communication that took place outside of Flo, you will need to click on the +New Communication button. A modal will appear allowing you to enter the following information:
The type of communication you want to log
The date of the communication
Who sent the communication
multiple people from the member list can be selected
Who the communication was sent to
multiple people, both candidates and members can be included in this list
The subject of the communication
A description of the communication
Once the logged communication is saved, it will appear in the Communications tab. The message can be expanded to see all of the details. If a communication was logged, the following message will be visible, “The communication was logged by (user name)”.
Users that logged the communication will have the ability to make edit and or delete the logged communication using the 3 dot menu. If you did not create the communication, you will only be able to view the message.
System generated Job emails
The Communications tab will currently include all emails that were sent to the candidate from a job. This includes both job status emails and update application request emails.
Note: If an agency submitted a candidate and an email is sent to the recruiter, a record of the email will be saved within the candidate’s profile.