Select the order which you want to find candidates for, you will be directed to the detailed order page. From here you can select shifts or periods that you want to send to candidates.
Select the Role Tab that you want to send to candidates.
Make sure the option "Send to candidates" is active, there will be a list of matching candidates with matching percentages shown. (Refer to article XYZ for more details on matching)
Select which candidate and which shifts/periods that you want to send out, using one of these 2 ways:
Select one at a time: tick the box that match between the candidate and the shifts/periods.
Mass selections:
Select all shifts/ periods for 1 candidate: click the box in front of the candidate name
OR Select all shifts/ periods for multiple candidates: Add the number of Candidates Per Shifts at the bottom bar of the Detailed Order Page, all shifts/periods regarding with top matching candidates will be automatically chosen. To include candidates with no availability information provided, check the box.
Select Send to Candidates once you finish choosing candidates. In the pop-up window you can:
Choose how to send shifts/ periods to the candidates: via SMS or Email
Modify the message content that you want to send to candidates.
{OfferDates} - will add a table of all shifts/periods to the email
{ShortLink} - link in the email/SMS unique for each candidate to respond to requests. DO NOT DELETE THIS!
Select Approval Type that you want:
Manual Approval of accepted assignments (default): You get notified when a candidate has accepted one or more shifts/periods and you can choose which one you would like to present to the customer or manually approve.
Auto-approve if all sent-assignments are accepted: The first candidate to accept ALL shifts or periods will be automatically approved and assigned for the shifts/period.
Auto-approve each accepted assignment separately: The first candidate to accept one or more shifts will be automatically approved and assigned for the accepted shifts/periods.
Read more of auto-assigning shifts/ periods here.
Select Send after finishing all adjustments.
Once the requests are sent, the status icon of corresponding shifts/ periods and candidates will be updated.
***Notes: See Adjust Matching Recommendations for how to adjust the candidate list by adding more rules regarding roles, skills, and competency, etc.