How To Apply For A Job As An Agency On A Candidates Behalf

✏️ Introduction

Agency users can choose to either send the application to the candidate or complete it entirely on their behalf. If the agency completes the application, the candidate won't receive an email until it's finished, and they won’t see a "Complete Application" button in the ATS. It’s an all-or-nothing process - applications can't be partially completed by both parties.

The following icons will appear on the application tile as so:

A = Agency completed
C = Candidate completed

On the application summary, you'll see who started and who completed the application - useful for agency teams where different users may be involved.

Agency users can save partially completed applications and return later via the hover-over menu on the candidate’s name in the application tile.

➕ Add & Apply For A New Candidate

To get started, head to the login page of your ATS platform and login:

Once logged in, head to "Jobs" > "Jobs List" and click on the relevant job:

Click "Apply candidate":

You will now see the following pop-up - click on the "Add and apply a new candidate":

You will now see the following pop-up, where you will need to complete all relevant information about the candidate:

Fill in all details:

You will see the option to upload the candidates CV, to do this simply "click to upload" or "drag and drop".

If required you can also fill in any internal notes in the field below:

Your next step is to complete the GDPR agreement, by selecting the relevant Opt-in and communication settings by ticking each checkbox:

Make sure to only click relevant check boxes:

Once you are happy with your selections, click "Apply on behalf of candidate":

You will now be taken to the Job Application process:

Start by filling in all relevant information about the candidate on the profile builder section:

Once you are happy with all of the information, click "Continue":

If a questionnaire has been attached to the job, you will now need to fill this in for the candidate:

Once you are happy with the information entered, click "Next" - this will take you to any further questions needing an answer:

Once you have completed the questionnaire in full, click "Continue":

You will now see the following page, where you will need to select the check box to submit the application.

Once you are happy with all of the above, click "Submit":

You will now see the following pop-up confirming that your candidate's application has been successfully submitted.

👤 Apply On Behalf Of An Existing Candidate

Head to "Jobs" followed by "View Jobs List":

Select the job that you would like to apply the candidate to:

Click "Apply candidate:

You will now see the following pop-up, click on "Select Existing Candidates":

If you have no available candidates you will see the following screen:

If you do have available candidates you will see them listed as so, and will be able to select them by clicking the check box next to their name:

Once selected, click "Apply on behalf of candidate":

You will now be taken to the Job Application, where you will need to fill in any relevant candidate information. Click "Continue":

If you have a CV for the candidate you can upload this here, or simply click "Skip this step":

If a questionnaire has been attached to the Job, you will need to complete this for the candidate:

Click "Next":

Once you are happy with all of the information entered, click "Continue":

You will now see the following, make sure to tick the check box in order to submit the application:

Click "Submit" to complete the process.

📨 Invite To Apply

Instead of completing the application on behalf of the candidate, an Agency user may instead want to Invite the candidate to apply to a role themselves.

To get started, navigate to the jobs list:

Now, click on the relevant job:

Click "Apply candidate":

Now click either "Add and apply a new candidate" or "Select Existing Candidates".
For this example we will add and apply a new candidate.

Fill in all of the required information:

Complete the GDPR Agreement, making sure to only select the relevant tick boxes:

Once you are happy with all of the above, click "Send an invitation to apply":

You will now see the following pop-up, confirming that your invitation to apply has been sent to the candidate:

Click "Continue session" to complete the process:

➡️ Candidate View

The candidate will receive two emails, one welcoming them to the platform and encouraging them to complete the setup of their account. And one notifying them that their details have been added by an Agency, and to take further action:

🔎 Application Summary - To View Who Applied The Candidate

Head to Jobs > Jobs List > and select "Submitted":

Click on your Candidate name - this will take you to their profile.

Whilst on their profile, click "Activity" from the options on the left hand side:

Click "View application summary":

You will now see a summary of all applications for that candidate - this will include information about who exactly applied for the candidate for visibility.

You will now see the following page confirming that your application has been successfully submitted:

👥 Candidate View

Head to the login page, where you can login either via a Magic Link or your email and password:

Navigate to your email inbox, where you will see an email with the following information:

To check or amend details on your profile, head back to Tribepad, once logged in you will see your Profile homepage.

Any roles that you have applied for or have been applied to will show here. In this example you will see the "Status: Complete" for any roles that the candidate has been applied to by an "Agency":

If you see "Status: Complete" you do not need to do anything else towards your application.

You also have the option to click on "View Application" if you would like to see further information.