Candidate Care
Use this screen to search for applicants you haven't contacted for a specified period or where there has been no recruitment activity. The resulting list of applicants can be reviewed and contacted individually from the Candidate Care screen.
To open Candidate Care, from the menu to the left of the screen, go to Canvassing ; Candidate Care. And you need to run a search to see applicants in this screen, so click on the Search icon(at the top of the screen).
Search
In the search screen, there are several details that you can search on and note: you do not need to fill in all the shown fields, you complete only what is applicable to your search. And each selected criteria works as an “AND” statement.
To select a consultant/s and/or status/s, use the selection options at the top of the screen.
You can also search within month time frames on the following options:
Created date more than
Last Edit more than
Last CV sent more than
Last Interview more than
You can search for placed applicants, adding a date range in the ‘Last placed from’ fields (in Placement Settings).
You can search on notebook activity, using the Last Contact in Notebook option (in Notebook Settings) and set it to search on days, weeks, months or years when there was last contact.
And on the right is where you select the notebook types for your search, for example, do you want to find applicants where there have been no phone call notes or no emails. You select the types as appropriate. And note you set it to include or exclude your selected notebook types.
There is a ‘No Notebook Items’ check box, if you wish to include in your “last contact” search result applicants that have no entries in their notebook. If you wanted to just find applicants with NO NOTES in their notebook, then keep the value of '0' in the Last Contact in Notebook more than field and tick the “No Notebook Items” box.
There is also a Use ‘Created Date’ check box. Ticking this box means the search will look at the date the item was created. If unticked, the search will be looking at the last edited date of the notebook items.
If you wish to include further applicant criteria in your search, for example, include an applicant attribute or status or location in your search, then click on Add Search Criteria. This opens the Applicant Match screen where you can add additional criteria. Having set up your search criteria, click Return at the bottom right of the Applicant Match screen to go back to the Candidate Care screen and then tick the ‘Include Search Criteria’ box.
Click on Save to run the search.
Result
After running the search, the matching applicants are listed on the left and selecting an applicant, you can then see some of their details on the tabs that run across the screen.
If you need to see more detail, click on Quick View at the top right, then click on Applicant and in their Quick View screen, you can view their Work History and Address. And you can also leave a Quick Note on their record if you have called the selected applicant whilst in the Candidate Care screen.
If you want to remove an applicant from the list, you can do, just select the applicant, and click on Remove (which is above the tabs).
Whenever you open Candidate Care ongoing, it will default to showing your last search result. So, you will need to run your previous search again to get an updated list or change your criteria if you wish to run a different applicant search.





