Internal CV Shares
Internal CV Share can be useful if you want to share a candidate’s CV internally to get a second opinion or for approval purposes before you can send it across to the client.
To share CVs Internally, follow these steps
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Navigate to the candidates section.
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Click on the candidate you wish to share and then on the "Submit CV" button
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Select the "Internal submission"
A detailed card will open, allowing configuration of the following fields:
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Job (Optional): If you intend to share a candidate's CV in connection with a specific job, you can choose the job from the dropdown menu. This step is entirely optional, as you can share a CV internally without associating it with a specific job.
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Profile: In case you have created multiple candidate profiles that showcase different skills, tailored for specific job requirements, you can select the relevant profile to present a more comprehensive view of the candidate
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Owner: You have the flexibility to change the owner of the candidate before sharing the profile. By default, it is set to the record owner
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Primary Reviewer: Here, you need to choose who will be the primary reviewer of the candidate. This could be your manager, colleague, or any designated person within your organization. Upon selecting a primary reviewer and clicking Save, a notification will be sent to their account and email
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Secondary Reviewer: If you wish to involve a second person for additional input in reviewing the candidate, you can select a user from the secondary reviewer field. Similar to the primary reviewer, a notification is sent upon selection and saving
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Preview Share: Before finalizing and sending the candidate details to your colleague or manager, you have the option to preview what they will see. This allows you to double-check all information and provide any additional details you may have missed
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Click on the "Save" button to share the candidate.
Default configurations for CV sharing, such as fields and email templates, can be set up here: Candidate Share settings