✏️Introduction
When recruiting, you may wish to utilise the candidates you have within your internal Talent database, i.e. existing or previous candidates who you think would be a good match for a specific role.
With our Talent Search feature, you can search for candidates and either invite them to apply for a specific role or apply them directly onto a role.
To be able to be contacted, a candidate would need to have specifically opted in to the "I want recruiters to contact me about other suitable opportunities" preference on their profile.
✅ Checking A Candidates Opt-In & Opt-Out Preferences
First you will need to check whether your candidate has chosen to opt-in or out of communications.
If the candidate has chosen to opt-in to the preferences, they will show on the ATS like the example below:
If they choose to opt-out of the preferences, they will show like on the ATS like the example below (1):
You can also select a candidate's profile where you will see if they have opted-out at the top (1) and see which preferences they have opted in to or out of by scrolling down and viewing the “Communication Opt-Ins” section (2):
✉️ How To Invite Or Apply A Candidate To A Role
To invite a candidate to apply, or apply them directly to a job directly with Talent Search, start by selecting the tickbox next to the candidate's name (1).
You will see that the “Invite or apply” button is now available (2):
Select this button and you will see a pop-up box:
➡️ If the candidate has already applied or has been invited to apply for a role, you will see a green tick and the role highlighted in green (1)
➡️To start inviting or applying for a candidate, select the relevant role by ticking the checkbox (2) and select either “Invite Candidate” or “Apply Candidate” at the bottom of the screen (3)
If you select “Invite' Candidate”, the screen will refresh and a notification will show at the top of your screen saying “Completed Successfully”:
If you have already had a conversation with the candidate and would like to simply apply them to an alternative role, select “Apply Candidate To The Role” and the candidate will be attached to the role in question. You will see the same notification at the top of the screen to confirm the action has been successful.
You should then navigate to the relevant role, where you will now see that the candidate has been applied and is now sitting in the “New Applicants” bucket (1):
- You may notice that their application status may show as “Incomplete” (2) - this indicates that the candidate needs to complete some further actions for this new application
- The candidate will receive notifications on their dashboard if anything is required from them
- If they are showing as “In Process” (3), they have completed all necessary actions and have completed their new application
❌ How To Remove A Candidate From A Role
If a candidate has other applications in progress, you will notice that this icon 
If you would like to know more about the “briefcase icon” and a candidates application history 🖱️ see our further guidance here.
If you wish to remove the candidate from the other role(s) that have been applied to, simply click the checkbox next to their name (1) so that the “Options” menu becomes available. Followed by “Add To Shortlisting” (2).
You will see a pop-up appear, click on the “Select Status” drop-down menu followed by “Recommend Interview” (1) and once you are happy with your selection click “Yes, continue” (2):
Your screen will refresh and another pop-up box will appear:
- You should select any previous role(s) you wish to reject the candidate from (1), and then select “Reject Selected” (2)
- This will reject the candidate from the previous roles and will mean the one in question is the only role they have in progress.
From here, you can process the candidate as you would do normally.