Archiving and unarchiving candidates

Recruitment Marketing Public

If a candidate is no longer required in Recruitment Marketing, they can be archived. This is often the case with candidates who are used during test phases.

Impact

A candidate who has been archived will be removed from:

  • Any static lists they are a member of
  • Any smart lists
  • Any job pipelines
  • Any search query results.

Archived candidates will be visible from the system-created Archived Candidates list.

system lists.png

Archiving candidates

A candidate can be archived from either of these drop-down menus:

Via a candidate list

  1. From the side menu, under CRM, click Candidates. Alternatively, under CRM, click Lists, then click the relevant list.
  2. Use the search options to find the relevant candidate.
  3. Next to the candidate's name(s), select the checkbox.
  4. In the Actions bar, click on Archive
    archiving a candidate from a list.png
  5. At the confirmation prompt, click the OK button. Alternatively, click the Cancel button to keep the candidate active.

Via a candidate profile

The drop-down menu on any candidate profile:

  1. From the side menu, under CRM, click Candidates.
  2. Use the search options to find the relevant candidate.
  3. Click the candidate's name to open their profile.
  4. Next to their name, click the Actions (ellipses) icon, then select Archive.
    archive from candidate profile.png 
  5. At the confirmation prompt, click the OK button. Alternatively, click the Cancel button to keep the candidate active.

Unarchiving candidates

  1. From the side menu, under CRM, click Lists.
  2. Click the System Lists tab.
  3. Click Archived Candidates.
  4. Click the candidate's name to open their profile.
  5. Next to their name, click the Actions (ellipses) icon, then select Unarchive.
  6. At the confirmation prompt, click the OK button. Alternatively, click the Cancel button to keep the candidate inactive.

Comments

0 comments

Article is closed for comments.