A default Referral Workflow is applied to all new Jobs to manage the referral process, whereby a Candidate is referred to a Job and progressed through the job's stages.
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| title | Actions available from the Referral Stage include: |
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Email Stage Resumes – Email resumes for all Candidates applied to the stage. An 'Attachments' screen is displayed with each Candidate's default Primary Resume applied. The attachments can be changed, or additional attachments selected for each Candidate if required. On OK to display the Email screen with the attachments selected. The 'Order By' Contact is applied as the recipient. Email Stage Candidates – Opens the Email screen with emails from all Referral Candidates at the stage, applied as recipients. SMS Stage Candidates – Opens the SMS screen. Mobile numbers from all Referral Candidates at the stage applied as recipients.
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Where Custom Actions have been defined to apply to the Referral Stage or the Referral, these items will display below the actions shown above. The user can then select the action required. Custom Actions are actions that can be applied to support the use of external features like FastTrack Marketplace Partners. |
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