Agency Portal Guidelines

Table of Contents

• Introduction
• How Does The Portal Work?
• Jobs List
• Viewing Job Details
• How Do I Go Back To The Dashboard

✏️ Introduction

The agency portal allows you to work with the organisation that you are sourcing candidates for. 

It's really important to work with the organisation closely so that you understand their recruitment processes and what they expect of you as their supplier.

The agency portal will not provide you with the same access to the same system as the organisation you are working with. You will be restricted in terms of what you can see and the actions that you can carry out.

The portal is a very efficient way of working collaboratively, ensuring compliance in terms of confidentiality and also avoiding lots of emails sending CVs etc back and forth.

💻 How Does The Portal Work?

Firstly the organisation that you are working with will set up your access.

Access is provided on a per-user basis.

You will be notified of your login details via a welcome email and/or via an alternative agreed method of communication.

The first step is to navigate to the portal whether that is via the welcome email or by the details provided to you by the organisation.

Below is an example of a login page:

• Select 'Forgot Password'.
  This should be your very first action & you should follow the steps to create your own unique and secure password
• If you have any questions about your username or it isn't working, please speak to the organisation you are working with
• Log in with your username and password.

📋Jobs List

Once you have navigated to the Dashboard, you will see a page that looks like this:

If you click into the job, you will see a screen that looks like this:

Items on this page include:

• Drop-down icon
  Allows you to view the job advert
  
  
• Profile icon
  Allows you to navigate to candidates that have been rejected and withdrawn from the process
  
• Search field
  The search field allows you to search for candidates by entering their name
  
  

• Recruitment Stages
  The stages below allow you to process the candidate and also see how the organisation is processing the candidate.
• Options
  Select the checkbox to the left of the candidate name and the 'Options' menu becomes available. The options menu may allow you to carry out specific processing actions against a candidate. 

• Apply New Candidate
  This option should be used if the candidate already exists in your portal (the candidate may have been previously uploaded and aligned to a different job).

• Upload New Candidate
  This option should be selected if you are uploading a candidate to the agency portal for the first time. (More on this further down the page.)

• Download List
  Allows you to download the list of candidates presented on the current screen.
• Candidate name/Candidate Profile
  Select the candidate name or the candidate profile to navigate to the candidate's profile.

👁️ Viewing Job Details

Once you have been shared into a job, to see the job details, you can simply click on the job title (1):

 You will now be directed to a page that looks a little like this:

The following information for each job post will be displayed:

• Job Title
• Job Category
• Location
• Date Posted
• Expiry Date
• Applicants

You will find all information you need to inform the candidate on this page. You can also share the URL (highlighted below) with the candidate so that they can view this too.

🔙 How Do I Go Back To The Dashboard?

To go back to your dashboard you must select the "Jobs" tab followed by the "Jobs List".

We hope that these guidelines have helped to support you when using the Agency Portal.   

If you have any further questions, please speak directly with your contact at the organisation you are working with.