Share the Job Tracker with your Client to keep them updated.
Written by Shruti Patel
With iSmartRecruit, you can inform your clients and hiring managers about the progress of their job openings through the live Job Tracker feature. You can easily share the tracker with them via email or by providing them with a direct link. This allows them to stay updated on the status of their job postings in real time.
Additionally, iSmartRecruit offers the flexibility to customize which candidate details you want to share with your clients. This means you can provide them with specific information about the candidates, ensuring they have the relevant insights they need without overwhelming them with unnecessary details.
An admin user can easily control the candidate's data shared with your clients/hiring managers. To do so, go to the Admin module from the left-hand menu option. Click on the Customization tab and Customise Candidate Layout.
You will have the option to drag and drop the fields you need, edit and remove existing ones, and customize them according to your preference.
You can drag the particular field you want, as shown above, and enter the details. You can also ON/OFF the toggles of Mandatory and Share with clients as per your requirement, whether you want to share that detail with the client or not.
Also, you can edit, remove, and reorder the particular fields.
Mandatory/Share with client Toggles to ON/OFF according to the requirement.
After selecting it will be displayed as shown below:
Edit
Remove
Reorder
Note: The fields enabled would appear on all the Job Tracker for each job by default. Suppose you want to hide certain fields for a particular job, that can be done in the form when you share the job tracker. (explained further in the article).
Go to the Job Module from the left-hand side menu option and open a particular job.
Once you have opened the job, click on the candidate's tab. For the candidates that you want to share with the clients/hiring managers, enable the toggle to mark them as accessible in the job tracker.
Once you have marked the candidates as accessible, click on the Share Job Tracker icon and a form will appear.
You have two options for sharing the Job Tracker with your clients/hiring managers. Either share via email or copy the job tracker link and share it with them. By default, Share Job Tracker via email will be selected.
If you want to show or hide certain candidate fields in the job tracker, you can select/deselect the fields displayed or click on the Show/Hide Fields in the Job Tracker button.
If you click on the Show/Hide Fields in the Job Tracker button, a form will appear similar to the add candidate form, where you can further select/deselect the fields that you want to show/hide from your clients/hiring managers and click on Update.
Share Job Tracker via Email
The client contacts that you have added in the client module, their email addresses will be displayed by default in the Email to. You can also mention any other email address to whom you want to share the Job Tracker.
You can modify the email body as well according to your business preference. Simply click on the Send Email button to send the email.
Copy Job Tracker Link
If you are already communicating with your clients/hiring managers on Social Media such as WhatsApp web, Skype, Slack, etc. you can simply copy the Job Tracker Link and share it with them.
The view Job Tracker comes with two different views, Grid View and List View. You can change the view according to your preference.
Grid View
You can go for the grid view option to see limited candidates' details displayed on the screen.
List View
The list view is the traditional Excel look that comes with more candidate details being displayed on the screen and clients/hiring managers can also manage the columns displayed.
Candidates Details
The clients/hiring managers can view the candidate's details simply by clicking on their name and a form will appear showing a summary of the candidate's details.
Clients/hiring managers can also perform activities on the candidates such as shortlisting them by changing their status, downloading their resumes, adding any notes, editing the joining details, etc. They can go to the three dots and click on the activity that they want to perform.
Note: For any activity that the client/hiring manager does on the candidates, you will be notified in your system.
Clients/hiring managers can export all the candidate's details to Excel. Simply click on the Export to Excel button.
Clients/hiring managers can view the status-wise candidate's analytics and see the number of candidates in each recruitment workflow.
