As soon as a candidate has accepted some shifts, the person can be presented to the customer for approval or be manually approved by you.

You can also attach files in the candidate profile that you can include in the presentation like CV, certificates etc.

Files are displayed in the profile, and in the candidate panel in the order fulfillment UI:

To present the candidate, make sure to click the "Approve candidates" tab above the schedule on the order. Here you will see all candidates that have accepted one or more shifts or weeks. To present one or more candidates to the customer, mark the checkbox next to the candidate(s) name(s) (if you want to send all the accepted shifts). You can also deselect individual shifts/periods for each candidate.
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All candidates with accepted shifts will be automatically selected.
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Then click the "Present to customer" button in the lower right corner.

When presenting one or more candidates to the customer, you can now choose what details to include. Make specific information visible or hide it by clicking the icon on each element. By clicking the edit icon next to files, choose what files to include for each presented candidate. Under "Notes for customers" you can add a presentation text for each candidate visible to the customer.

Choose the sender from contacts (if available) to send the presentation to or add an email address manually. You can also modify the subject and message field. Then click "Present". Icons on the selected shifts will change.

Quick actions can also be used if you want to skip sending the order to candidate(s) before presenting to the customer. Left-click any shift in the order and you will be presented with all available options.

The customer receives the email with a clickable link. Opening the link, the customer will see the details of the order, the name of the submitted candidate(s) and all shifts the candidate(s) is available to work. The customer can click the candidate to see all included information. The information visible to the customer is decided by the previous step.

If the customer is interested in booking the candidate, they can click the preferred shifts manually, and choose to approve or decline the candidate(s).
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If the customer approves the candidate, the status of the selected shifts will change to «Approved» status on the order and you will receive an email notification with a link to the order. The shifts confirmation email/sms is automatically sent to the approved candidate (if configured in the tenant) when the candidate has approved one or more shifts or candidate(s). Icons on the selected shifts will change.

If you want to accept the shifts on behalf of the customer (dont present the candidate(s)), mark all shifts (candidate checkbox) or individual shifts, then choose the «Approve candidates»-option on the same screen.

Change the sms and email-templates if needed and click "Approve and notify". The candidate will be informed about what shifts they are approved for. You can also turn off sms/email and approve without any notification. Icons on the selected shifts will change.

You can now register the shifts to your ATS-system.