The candidate portal is only accessible to assigned users, this step ensures access has been granted to candidates for seamless login flow. Open up the Candidate Personal tab, look out for the 3 dots to the right of “Add Diary”

Click on the dots to expand the options, select “Add SSO User”

The page below will be displayed. Review that the details are correct with how you wish to set-up the user. Mandatory fields such as Forename, Surname, Email address & Phone number will be automatically populated. . To proceed click “Update” at the top of the page to add a new SSO user.

The page below shows the SSO user has been successfully added.

Following the completion of Steps above, you have now successfully set-up the portal for your candidate. Now you will need to inform the candidate how to log-in..

The Consultant will be required to send an email template “Welcome Email For New Candidates” to candidate To send the email, click on the email address displayed in the Personal tab of the candidate record.

In the Email Composer window that opens, select the “Welcome Email For New Candidates” from the Templates dropdown.

Side Note: this next view assumes that email templates have been pre-uploaded into Talisman. In this instance, the selected email template “Portal link” also includes a registration link to the candidates portal.

Click the “Preview”, be sure it's the right template and Hit “Send”.

The candidate receives an email and clicks on the link to access the portal.

Following instructions received in the email, the Candidate clicks the “password reset” and receives another email with a link to “reset password”.

After completion of these steps by the Candidate, they will be able to login to the Candidate Portal.

The Candidate portal is a self-service portal where candidates can update personal information, upload documents, review applications and manage their availability for jobs.

The landing page below is displayed upon successful login.

Note: If you try to log into the Candidate Portal on behalf of one of your candidates after setting up, we recommend doing this in an Incognito browser. The reason being is if you do this in the same window you have your Talisman site open in, it can sometimes come up with an error code due to the conflicting login information.

Select “My details” tab and click on the Edit/Pencil icon to complete personal details as shown below. The Candidate can also fill out details on salary expectations etc

This is a key part of the registration process, to proceed, select the “My Documents” from the landing page. This section also shows all existing uploaded documents for the candidate. Click on “Upload New Document” to proceed.

All required documents are uploaded to the portal by the Candidate.

As documents get uploaded by the candidate,the consultant can review the documents and retag appropriately. This Document view takes you to the page below where each document can be viewed and tagged appropriately.

To view each document, simply click on the download button

By default, the document type is “Portal” and Tagged as “Candidate Upload”. This needs to change to the desired upload type.

To Tag documents, click the edit icon for each document uploaded to display the page below